Leaving Nvidia without a proven way to scale Rubin Ultra past its current Oberon rack.
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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.
MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was… pic.twitter.com/VYduxnu01B July 5, 2026
The orthogonal backplane sits between Kyber's vertically mounted compute trays and the switch trays behind them, replacing the cable harnesses of earlier racks with a rigid board that carries the all-copper NVLink fabric. Kyber runs liquid cooling by default and stacks 144 Rubin Ultra packages, double the 72 packages in a current Oberon NVL72 rack . Every GPU-to-GPU link inside the cabinet runs through that board, and copper traces lose signal integrity as layer counts increase, alongside power delivery and thermal design challenges. Jensen Huang held up the gray backplane on stage at GTC back in March.
Trade analyses of the board describe three 26-layer sections laminated into one 78-layer stack close to a square meter in area, with trace spacing at or below 25μm and impedance held within a tolerance of 5% to keep 448 Gb/s-class signaling intact. A cabled version of the same interconnect would need upward of 20,000 discrete cables, which is why Nvidia is moving the wiring onto a single passive board.
NVL72x2 would have bolted two Oberon racks back-to-back to reach Kyber-class density over copper NVLink, per SemiAnalysis , which said Nvidia abandoned the stopgap after its largest customers balked at running two linked cabinets as a single unit. NVL576, a separate configuration tying eight racks together through co-packaged optics, is likely to slip too or ship in low volume until that optical technology matures.
Nvidia reportedly cancels quad-die Rubin Ultra GPU in favor of dual-GPU design, report claims
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Reference reading
- https://www.tomshardware.com/pc-components/gpus/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/gpus/nvidias-kyber-rack-for-rubin-ultra-slips-to-2028#main
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