Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts
BofA Securities on Thursday noted two key recently announced AI scale-up interconnect protocols: Nvidia Corp’s NVDA NVLink Fusion and the Advanced Micro Devices, Inc AMD, Broadcom Inc AVGO backed open-standard Ultra Accelerator Link (UALink). The analyst noted that both are critical scale-up techs connecting AI accelerators (GPUs, ASICs) via fast, low-latency, and shared-memory networking, enabling the scaling of accelerators into large rack-scale systems.The analyst said UALink is the industry’s latest eff ...