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SemiAnalysis says Nvidia's Kyber NVL144 rack slipped 12+ months to 2028. The midplane PCB can't be manufactured at scale, a backup design was canceled, and AMD and Google may benefit.
SemiAnalysis says Nvidia's Kyber NVL144 rack is pushed to 2028, the four-die Rubin Ultra GPU is canceled, and a fallback rack design was rejected by cloud providers.
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