SemiAnalysis· @SemiAnalysis_ · X·· 2026-07-06精选AI 评分76
AI 导读
重大延迟：Jensen 在 GTC 上展示 Kyber NVL144 仅 3 个月后，该项目遭遇重大挫折，已推迟超过 12 个月，延至 2028 年。下文我们将解释 Kyber 为何面临大幅延迟，以及 NVIDIA 的 NVL72x2 背靠背机架架构为何也被取消，导致 Rubin Ultra 的扩展域受限。👇️ 1/6🧵
推荐理由
NVIDIA的Kyber NVL144延迟12个月，Rubin Ultra的scale-up架构也被砍，这对2027-2028年AI算力供给是重大打击，云厂商和模型训练团队都得重新做规划。
正文 · 原文
MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was also cancelled, leaving Rubin Ultra with a limited scale-up domain. 👇️ 1/6🧵
来源：SemiAnalysis · x.com