Nvidia Denies 2028 Delay as PCB Midplane Snag Threatens Kyber Rack Rollout
NVDA•Nvidia has denied that its next-gen Kyber AI rack will be delayed to 2028, reaffirming its roadmap despite reported PCB midplane manufacturing bottlenecks. Concurrently, the Magnificent 7 slump dragged the S&P 500 lower while small-cap ETFs IJH and RSP gained 1.30% and 0.61%.
1. PCB Midplane Manufacturing Challenge
Reports emerged of fabrication issues in a critical PCB midplane for Nvidia’s next-generation Kyber AI rack, potentially constraining stack density and slowing assembly of its flagship AI infrastructure systems.
2. Nvidia’s Roadmap Reaffirmed
Nvidia issued a statement rejecting any push of the Kyber rack launch into 2028, insisting that its product timeline and customer deployment schedules remain on track despite the supplier’s reported snags.
3. Market Rotation into Small Caps
As the Magnificent 7 names underperformed and weighed on the S&P 500, investors rotated toward smaller stocks, lifting the IJH ETF by 1.30% and the RSP ETF by 0.61% amid the sectoral shift.
