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)→
More from Infra
- SF Compute founder: buying compute is 'an absolutely awful experience' right now — IgorCarron · 2026-09-11
- SmolVM open-sources persistent computer infrastructure for agents that outlive chat sessions — aniketmaurya · 2026-09-11
- PyTorch Day Korea 2026 launches first offline conf, CFP closes Sept 13 — PyTorch · 2026-09-11
- Local LLM server dilemma: 4x CMP-170HX (price up 53% in 20 days) vs Mac Studio M5 Ultra — rumboll · 2026-09-11
- llama.cpp lands Flash Attention tuning for RDNA4, big prefill gains on AMD — pmttyji · 2026-09-11
- Your p99 latency benchmark may be lying: a deep dive into coordinated omission — Franc0Fernand0 · 2026-09-11