NVIDIA Kyber NVL144 Rack Reportedly Delayed to 2028

According to foreign media reports, the Kyber NVL144 rack architecture has been delayed by 12 months to 2028, as midplane PCB manufacturing continues to face significant challenges. Faced with manufacturing difficulties for Kyber, NVIDIA had previously attempted to develop a transitional solution—the NVL72x2 back-to-back rack architecture. This design concept involved placing two Oberon racks back-to-back and using pure copper NVLink interconnects to expand the domain, in order to circumvent the manufacturing challenges associated with the Kyber midplane. It is reported that this approach was also cancelled due to cloud vendors considering the design cumbersome and operationally costly. Additionally, the NVL576, which connects eight Oberon racks via CPO links between NVSwitches, may also face delayed release or be limited to small-batch production due to current CPO challenges.