CNBC
06 Jul 2026, 03:21 UTC · 2h ago
Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
CNBC
06 Jul 2026, 03:21 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Nvidia's Kyber rack-scale architecture, designed for 2027 Rubin Ultra chips, has been delayed by over 12 months to 2028. — A significant delay in a marquee product roadmap creates a window for competitors and suggests manufacturing bottlenecks.
-0.60The Kyber delay is caused by manufacturability challenges regarding a key multi-layer printed circuit board (PCB) midplane. — Technical manufacturing failures are more concerning than software delays as they indicate physical scaling limits.
-0.40A backup plan to link current-generation racks was cancelled following pushback from cloud service providers due to high operational costs and poor design. — Loss of a contingency plan increases the risk of a revenue gap if the primary next-gen architecture remains stalled.
-0.30Continue reading
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SemiAnalysis projects Nvidia's data-center compute revenue will run 20% above Wall Street consensus in the second half of fiscal 2027. — This provides a bullish financial offset to the product delay news, suggesting near-term demand remains extremely strong.
+0.30Current-generation Rubin systems are in full production and will begin shipping this fall to eight major cloud partners. — Confirms that immediate revenue streams from the current cycle are secure and on schedule.
+0.20Which stocks this story touches
The company faces reported product delays and manufacturing setbacks for its Kyber architecture and Rubin Ultra chips.
Nvidia's reported delays may provide a rare technical opening for AMD to win high-end AI market share.
The company's in-house chips are winning business and may benefit from Nvidia's product roadmap setbacks.
[a_to_b] Nvidia ships Rubin systems to Amazon Web Services.
[a_to_b] Nvidia ships Rubin systems to Microsoft Azure.
[mutual] AMD is identified as a rival to Nvidia in the high-end AI chip market.
[a_to_b] Nvidia ships Rubin systems to Google Cloud.
[mutual] Google's in-house chips are competing with Nvidia's offerings for business from AI labs.
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