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Nvidia's Kyber AI rack system is being delayed to 2028, hitting Asian supplier stocks

Colleen Cabili
AI Summary

Nvidia's Kyber AI rack system faces a manufacturing delay of over 12 months due to circuit board issues. This setback is negatively impacting the stock prices of Asian suppliers involved in the production chain.

Research firm SemiAnalysis says a manufacturing problem with a key circuit board is pushing the system back more than 12 months

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Nvidia's Kyber AI rack system is being delayed to 2028, hitting Asian supplier stocks — Headlinne — headlinne