Update 7/6/2026 4:10pm PT: An Nvidia representative responded with a short statement to Tom's Hardware: "Our roadmap is intact." Nvidia provided no further details in response to our follow-up questions. As such, it is unclear if Nvidia's statement refers to its original roadmap, planned delivery schedules, and hardware, or if those particulars had already been changed and the statement refers to a newly updated roadmap.
Original Story:
Nvidia reportedly won't ship its Kyber NVL144 rack until 2028, a delay of more than 12 months that pushes the cabinet meant for 2027's Rubin Ultra GPUs into the following year, according to a SemiAnalysis thread on X. The holdup is ostensibly being caused by manufacturing challenges with a PCB midplane that connects eight Oberon racks between the NVSwitches, which Nvidia calls the orthogonal backplane. Nvidia is also understood to have killed NVL72x2, a stopgap rack designed to tide customers over, and that no proven alternative is now available to widen Rubin Ultra's scale-up in 2027.
