GB300 Rack Kyber Midplane Delayed, PCB Supply Chain Pushed to 2028
tengyanAI · x · 2026-07-07
According to Morgan Stanley, the new Kyber midplane in NVIDIA GB300 racks adds about $27,000 in PCB material costs per rack. Due to rack delivery delays, these PCB purchases will be pushed from 2027 to 2028, expected to materially impact revenue forecasts for PCB-related listed companies.
Related event: Nvidia Denies Kyber NVL144 Rack Delay Rumors(3 posts)→
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