Did Nvidia's 2028 Rack Delay Under Jensen Huang Open a Door for AMD and Google?

Nvidia's reported delay of its Kyber NVL144 AI rack system until 2028 due to circuit board manufacturing issues could create opportunities for competitors AMD and Alphabet. While Nvidia maintains its market dominance through aggressive technology roadmaps, physical manufacturing constraints may finally be catching up. AMD's improved ROCm platform and chiplet designs, along with Alphabet's optimized TPUs, position both companies to capture market share in the high-end AI infrastructure segment.