NVIDIA's Next-Generation AI Rack System Delayed to 2028
NVIDIA's next-generation AI rack system has been delayed to 2028 due to manufacturing bottlenecks, according to chip analysis firm SemiAnalysis, which indicates this will disrupt its rapid annual release schedule.
As a core player in the global AI computing power supply chain, the delay of NVIDIA's new system directly impacts cloud vendors and model companies' infrastructure expansion plans.
In market mechanisms, funding will reassess the AI capital expenditure cycle, shifting in the short term towards stocking existing products like Blackwell rather than aggressive expansion, benefiting mature supply chain firms while putting pressure on startup model companies that rely on rapid iteration.
Source: Public Information
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NVIDIA has achieved rapid iteration since 2022 through architectures like Hopper and Blackwell, and previously maintained its leading position by securing production capacity through vertical integration and partnerships during supply chain tightness.
In terms of capital pathways, NVIDIA has mobilized resources from foundries like TSMC through pre-sales and long-term agreements, while reinvesting some profits into advanced packaging and system integration, forming a full-stack control of AI infrastructure to support high valuations.
This delay is similar to the impact of the chip shortage on the automotive and consumer electronics industries in 2022-2023, as well as historical delays in AMD/Intel cases. The current AI hardware industry is transitioning from a computing power race to a phase dominated by supply chain resilience.
Essentially, this is a reconstruction of the industry chain, as manufacturing bottlenecks force the industry to shift from simple chip iteration to system-level optimization and diversified supply chains. The mechanism is that capital-intensive investments under advanced packaging and material constraints will reshape the distribution of pricing power.
ABAB News · Cognitive Law
The faster the speed, the more deadly the bottleneck.
Chip kings sell iterations, supply chain strongmen control the rhythm.
The more aggressive the expected expansion, the more costly the reality of delays.