AI Matters
Why it matters
Nvidia delays next-generation AI server rack to 2028
The Decoder Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop
Manufacturing issues with circuit boards have reportedly pushed the release of Nvidia's Kyber NVL144 server rack back by more than a year.
Why it matters
Hardware delays could slow down the training of future AI models and impact the supply chains of major cloud providers.
Latest brief · Jul 22, 2026