SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (Anniek Bao/CNBC)
View original on techmeme.comOverview
Anniek Bao / CNBC: SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture — NVIDIA's next marquee product — the Kyber rack-scale architecture designed to house its 2027 Rubin Ultra chips …
SpinGraph analysis pending — check back after processing.
Ask AI about this story
Opens with the SpinGraph .md URL and structured context — one click, prompt included.
More from Techmeme
View all →- AI agent training platform Bespoke Labs raised $40M across a seed led by 8VC and a Series A led by Wing, saying the funding gives it almost two years of runway (Natalie Breymeyer/Axios)
- Anthropic signs a 20-year, ~$19B lease to use a TeraWulf data center in Kentucky, set to have a ~400MW capacity and to start delivering power in H2 2027 (CNBC)
- Broadcom agrees to expand its Apple partnership through 2031 to develop and supply custom chips; in 2023, the companies announced a multibillion-dollar 5G deal (Akash Sriram/Reuters)
- Reddit says its AI-powered content moderation systems caught 25K "spammy posts and comments" per day in Q1, reducing users' exposure to such content by 20% YoY (Natalie Lung/Bloomberg)
- Microsoft is laying off ~4,800 employees, or ~2.1% of its workforce; most are in sales or Xbox, where ~20% of jobs are set to be cut by the end of FY 2027 (Tom Warren/The Verge)
- Xbox CEO Asha Sharma says the unit will divest five studios, including Ninja Theory, alongside ~3,200 job cuts, to streamline the business, in a "reset" (Bloomberg)
Markdown (.md) · JSON-LD schema (.json) · Machine-readable for AI & GEO