Tag: SemiAnalysis


  • Nvidia Pushes Back on Reports That Its Next AI Server Rack Is Delayed to 2028

    Nvidia is rejecting reports that its next-generation Kyber NVL144 AI server rack has slipped into 2028, setting up a public disagreement over the company’s roadmap at a time when hyperscalers are planning their next wave of AI infrastructure investments. Research firm SemiAnalysis reported on Monday that Kyber, the rack architecture designed to house Nvidia’s 2027…