“Kyber NVL144 rack architecture has been delayed to 2028 as the PCB midplane remains challenging from a manufacturability standpoint.”
The rack meant to house Nvidia’s 2027 Rubin Ultra chips slips more than a year because they cannot build a 78-layer circuit board. Nvidia says the roadmap is intact, which is what every company says right before shipping late. The stopgap fix got axed too, so customers wait. Turns out you can design the fastest chips on Earth and still get beaten by a printed circuit board.