NVIDIA has moved to squash rumors that its next-generation Rubin and Kyber rack products are facing significant delays. This clarification matters because it removes a major uncertainty for data center buyers and investors who were waiting to see if the company’s hardware timeline had slipped into 2028. The company asserts that its AI chip roadmap remains completely intact.
Company asserts Rubin chips ship in Oberon racks while Kyber plans remain unchanged
The dispute centers on claims from SemiAnalysis, which had suggested that Kyber racks equipped with Rubin Ultra chips were being pushed back to 2028. NVIDIA officially denied these reports, stating that the Rubin chips are currently shipping in Oberon racks. The Rubin Ultra chips will continue to ship in Kyber racks as originally planned.
SemiAnalysis had also previously reported that the Rubin Ultra design was scaled back from a quad-die configuration to a dual-die design. The Kyber racks are designed to scale up to 576 GPUs in the NVL576 configuration. NVIDIA has a history of quickly debunking similar rumors regarding Blackwell and Blackwell Ultra delays.
Walter Bloomberg reported that NVIDIA explicitly disputed the SemiAnalysis delay report. Jim Cramer interpreted the company’s stance as a clear signal for investors. He stated that because Nvidia says its roadmap is intact, the recommendation for investors is to buy.
We have been tracking Rubin closely and covered the earlier concerns about the Nvidia Kyber NVL144 Delayed to 2028. NVIDIA’s firm stance on the timeline provides a concrete fact for the market. Buyers can now proceed with the assumption that the Rubin architecture will arrive on schedule.
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