infra

  • 13th June 2026

The Scale-Up Interconnect War: NVLink vs UALink vs Infinity Fabric (2025–2027)

A research note on the GPU scale-up interconnect battle — why NVSwitch’s non-blocking all-to-all is NVIDIA’s real moat, where the open UALink camp and AMD’s Infinity Fabric actually stand, and when the fabric becomes the binding constraint on LLM training.

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