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Near-term delays weigh on NVDA sentiment and near-term revenue timing; however, long-term demand remains if execution improves.
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Nvidia’s Kyber rack-scale system, designed to host Rubin Ultra chips, is delayed to 2028 due to PCB midplane manufacturability concerns. SemiAnalysis also flags NVL576 setbacks and a canceled two-rack backup plan, raising questions about the Rubin Ultra cadence. Rubin systems will ship this fall to eight cloud partners, with potential upside to H2 FY2027 data-center compute revenue, though near-term sentiment remains cautious.
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