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Story summary
- Nvidia announced Kyber rack-scale architecture will not ship until 2028 due to midplane PCB manufacturing problems.
- The delay pushes back NVL576, cancels the NVL72x2 rack design and drops a rejected backup plan.
- Rubin systems remain in production and will ship this fall to eight cloud partners, including AWS, Azure and Google Cloud.
- Analysts project data-center compute revenue to be about 20% above consensus in H2 FY2027, with shares at $194.79.
