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No-Nvidia interconnect club delivers 2.0 spec before v1.0 silicon ships
What happened
The UALink Consortium has released version 2.0 of its open GPU interconnect specification, adding support for 200G networks and in-network compute. The group aims to provide a high-performance alternative to Nvidia's proprietary NVLink, but commercial silicon based on the v1.0 spec is not expected until 2027. Neutral: This is a long-term R&D development with no immediate impact on component supply, demand, or pricing.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
GPU InterconnectAI Accelerator Network
standardr&dai-infrastructure
Source and time
Source: The Register · 4/7/2026 · View original source
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