- NVIDIA‘s next-generation Kyber server rack, designed for Rubin Ultra chips, is delayed to 2028 due to manufacturing issues.
- An alternative architecture, the NVL72x2 rack, was canceled, limiting scale-up options for Rubin Ultra systems.
- Current-generation Rubin chip systems are in full production and begin shipping to major cloud providers this fall.
- Retail trader sentiment on platforms like Stocktwits has turned ‘bearish’ amid frustration over the stock’s performance.
Nvidia Corp. shares saw muted premarket movement on Monday despite a report revealing a significant delay for a key future product. According to an analysis posted on X by SemiAnalysis, the Kyber rack architecture is now slated for 2028. This system is designed to house 144 of the company’s most powerful 2027 Rubin Ultra chips in a single, massive computing unit.
The delay stems from challenges manufacturing a critical PCB midplane circuit board at the system’s heart. Consequently, the alternative NVL72x2 back-to-back rack architecture was also canceled. This leaves Rubin Ultra with a more limited path for large-scale deployment than initially planned.
Meanwhile, Nvidia’s current-generation Rubin chip systems are in full production. These systems begin shipping to early customers like Amazon Web Services, Microsoft Azure, and Google Cloud this fall. The company also recently launched a revenue-sharing program for AI startups to access its infrastructure.
However, retail investor sentiment has soured, with Stocktwits data showing a ‘bearish’ rating unchanged for a week. Traders expressed frustration over NVDA stock’s underwhelming performance, which is up only 4.6% year-to-date. “$NVDA my word for this week is patience,” one trader wrote, reflecting the cautious mood.
✅ Follow BITNEWSBOT on Telegram, Facebook, LinkedIn, X.com, and Google News for instant updates.
