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>it is true, but also not. nvidia is certainly producing a chip that nobody else can replicate

AMD, Intel?



NVLink says hello. Then rack scale NVLink says hello...

Nobody can touch it. Then that's just the hardware. The software is so much better on Nvidia. The width and breadth of their offering is great and nobody is even close.


UALink?

>Ultra Accelerator Link (UALink) is an open specification for a die-to-die interconnect and serial bus between AI accelerators. It is co-developed by Alibaba, AMD, Apple, Astera Labs,[1] AWS, Cisco, Google, Hewlett Packard Enterprise, Intel, Meta, Microsoft and Synopsys.[2]


The first UALink hardware is at least a year away if not 2 https://www.nextplatform.com/2025/04/08/ualink-fires-first-g...


slideware




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