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The Register - Special Features: Datacenter Networking Nexus

How Broadcom is quietly invading AI infrastructure Cisco punts network-security integration as key for agentic A trip through vintage datacenter networking The network is indeed trying to become the computer Cisco fixes two critical make-me-root bugs AI could finally see DPUs take off in enterprise networks An introduction to rack-scale networking HPE Aruba touts new AI agents and network orchestrator Microsoft to retire default outbound access for VMs in Azure Same suspected Chinese spies again attacking Ivanti bugs Human error and power glitches to blame for most outages Hyperconverged infrastructure now needs liquid cooling Asia reaches 50 percent IPv6 capability Rising demand for datacenter capacity sees prefabs sprout Nvidia punts silicon photonic switches to keep GPUs fed Chinese snoops spotted on end-of-life Juniper routers
The No-Nvidia networking club delivers first spec
Simon Sharwood Simon Sharwood · 2025-04-08 · via The Register - Special Features: Datacenter Networking Nexus

Datacenter Networking Nexus

UALink debuts its first AI interconnect spec – usable in just 18 short months

No-Nvidia networking club is banking on you running different GPUs on one network

The Ultra Accelerator Link Consortium has delivered its first GPU interconnect specification: UALink 200G 1.0.

The Consortium (UAC) was formed in May 2024 by a group of vendors – among them AMD, AWS, Broadcom, Cisco, Google, HPE, Intel, Meta, Microsoft, and Astera Labs – who think the world needs an open alternative to Nvidia's NVLink tech that allows creation of the networked GPU clusters needed to run AI workloads at scale.

Ultra Accelerator Link Consortium logo

Ultra Accelerator Link Consortium logo

Members aren't just advancing the cause of open standards. Nvidia's networking business won over $13 billion in revenue in its last financial year, and the GPU giant has signaled its intention to grow that business. UALink's members fancy creating a cheaper alternative they can control and deploy themselves at hyperscale, or profit from by creating hardware the rest of us buy.

They also think the world is ready for a networking standard that can be applied to GPUs from multiple vendors rather than requiring users to create network silos dedicated to each accelerator vendor.

To satisfy those goals, the UAC also wants to work over the Ethernet networks most orgs already operate.

UALink 200G 1.0, as the name implies, enables a 200 Gbps (gigabits per second) connection to an accelerator. It can also quadruple that speed by allowing four connections to each GPU.

The spec allows creation of compute pods packing 1,024 accelerators and achieving what the consortium describes as "the same raw speed as Ethernet with the latency of PCIe switches."

All while consuming somewhere between a third and a half of a typical Ethernet network.

That's a lot to get done in under a year, but UAC didn't start from scratch. Chair and director Kurtis Bowman told The Register the spec draws very heavily on AMD's existing Infinity Fabric product.

"We were able to build on that [Infinity Fabric]," he told The Register, but also used tech from other UAC members who have cooked their own networking stacks to address their own needs.

"Intel, Google, and Microsoft said 'we have challenges in our datacenters and we need you to address that,'" Bowman said.

He admitted it will be around 18 months before compliant hardware goes on sale but thinks that's six months less than is typically required to turn a spec into product. Bowman thinks the likes of HPE, Dell, and Lenovo will adopt the spec and deliver AI solutions that employ it, as will the likes of Broadcom and Synopsys as they create custom accelerators for hyperscale customers.

Work on a second spec is already underway to take advantage of 400G Ethernet variants as they go mainstream. ®