Search results for Rubin Ultra
AI & Enterprise
Nvidia\'s Kyber launch delayed by more than a year to 2028
Nvidia\'s rack-scale system Kyber is unlikely to launch by 2027, a report said. CNBC, citing SemiAnalysis, said Kyber, originally expected to ship in 2027 with the Rubin Ultra chip, has been pushed back to 2028, raising concerns about Nvidia\'s roadmap. The delay is linked to manufacturing challenges for a specific printed circuit board, including midplane issues, and could also affect the NVL576 system. Nvidia did not respond to CNBC\'s request for comment.
Industry
Data centre power architecture shifts as BBU batteries emerge as new battleground
Battery use is expanding beyond electric vehicles and energy storage systems to server racks as AI data centres push rack power density higher. Facility-level uninterruptible power supplies are seen as less able to handle rapid power swings, lifting demand for rack-level battery backup units, or BBUs, defined in open rack standards such as OCP Open Rack V3. Samsung SDI forecasts the global BBU market at $800 million this year, up more than 70 percent, while suppliers prepare new products and production.
Industry
Samsung Electronics\' turnkey strategy aims to reverse market share in HBM4
Samsung Electronics is moving to counter rivals in the next-generation high-bandwidth memory market by bringing base die production in-house. As HBM4 increasingly requires foundry processes on the base die, Samsung is highlighting its ability to combine design, foundry and packaging in a turnkey approach. The company has signed an MOU with AMD for primary HBM4 supply and is discussing broader cooperation with Nvidia, while challenges such as wafer warpage and low yields remain.
