Tech Giants Unite to Challenge Nvidia's AI Hardware Dominance

Google, Intel, Microsoft, and others form Ultra Accelerator Link Promoter Group to develop an open interconnect standard for AI data centers.

The Ultra Accelerator Link (UALink) aims to provide an open alternative to Nvidia's proprietary NVLink technology.
Members include Google, Intel, Microsoft, Meta, AMD, Hewlett-Packard Enterprise, Cisco, and Broadcom.
UALink 1.0 will connect up to 1,024 AI accelerators, enhancing speed and reducing latency.
The first UALink products are expected within two years, with higher-bandwidth versions planned for late 2024.
Nvidia, the current AI hardware leader, is notably absent from the collaboration.