NVIDIA: the roadmap of Rubin and Kyber remains unchanged, rumors of delays dismissed
NVIDIA has dismissed recent rumors suggesting that the development of the Rubin Ultra platform and future Kyber racks would be delayed until 2028. The company responded firmly to the speculation that circulated in recent hours, reiterating that its planning has not changed.
The speculation was triggered by a report from SemiAnalysis, which claimed that NVIDIA had postponed the arrival of Kyber racks equipped with Rubin Ultra chips. This rumor was linked to previous rumors that also suggested a scaling back of the Rubin Ultra project: instead of the originally planned configuration with four dies, the company would have opted for a two-die solution.
In response to requests for clarification, NVIDIA denied these claims. A company spokesperson told Seeking Alpha that "our roadmap remains intact," without providing further details on the timelines or products in development.
According to plans previously announced by NVIDIA, Rubin accelerators are intended for Oberon systems, while Rubin Ultra will form the backbone of Kyber racks. Among the configurations planned is the NVL576 system, capable of integrating up to 576 GPUs in a single infrastructure for large-scale AI processing.
This is not the first time that the company’s roadmap has been accompanied by rumors of alleged delays or design issues. In the past, the Blackwell and Blackwell Ultra architectures were also the subject of rumors discussing challenges related to thermal design and HBM memory integration. Subsequently, NVIDIA announced the start of production and delivery of the first samples to partners, asserting that it had met the scheduled timelines.
A similar scenario also occurred with Rubin: after some speculation about a possible revision of the project, the company announced the start of volume production and delivery of the first systems to customers.
At this time, there are two opposing versions: on one side is the report published by SemiAnalysis, and on the other is NVIDIA's official denial, which reaffirms the absence of changes to its roadmap. As always, the coming months will serve to clarify whether the announced timelines will indeed be respected.