kapynInfrastructure

Nvidia's Kyber NVL144 reportedly pushed back more than a year, Asian suppliers drop

Nvidia's Kyber NVL144 AI server rack is delayed until 2028 due to manufacturing issues. This delay, along with the cancellation of the Rubin Ultra variant, creates opportunities for competitors like AMD and Google.

The Decoder·Jul 6, 2026

Opening Kapyn…