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Nvidia's next-gen AI rack system delayed to 2028 on manufacturing snags, SemiAnalysis says

Monday, July 6, 2026


Nvidia's next-generation AI rack system will not ship until 2028 due to manufacturing constraints, according to SemiAnalysis. The delay affects Nvidia's planned product timeline for its data center infrastructure. SemiAnalysis cited production bottlenecks as the reason for pushing the release date back from an earlier target.

Original reporting: https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html

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