Nvidia buys Hugging Face for $12.9B in push into AI software
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Is the PCB becoming a key bottleneck? Industry insiders reveal: Manufacturing processes face challenges, Nvidia's Kyber rack may experience delays.
According to Mars Finance, semiconductor industry research firm SemiAnalysis published a series of articles on social media this morning Beijing time, indicating that Nvidia's Kyber NVL144 rack architecture may face delays. The firm stated, "Just three months after Jensen Huang showcased the Kyber NVL144 at GTC, the product has suffered a major setback and has been delayed by more than 12 months, postponed to 2028." Regarding the reason for the delay, the firm attributed it to "the significant challenges still facing the manufacturing process of the PCB midplane." SemiAnalysis pointed out, "Nvidia currently lacks a proven solution to extend the scaling domain of Rubin Ultra, leaving room for competitors such as AMD MI500X or TPUv8i Broadfly to surpass Rubin Ultra in scaling capabilities." (Cailian Press)