Essays··10 min read
The Specification You Can Download Is Not the System You Can Buy
A ratified specification is not a commissioned cluster. UALink 2.0 promises 1,024-accelerator pods at half the TCO of NVSwitch, but evaluation hardware is not expected until late 2026, and your purchase order is due in August. The more productive question for enterprise finance is whether InfiniBand or Ethernet closes your deployment faster than a roadmap that has not yet touched silicon.
ai-infrastructuregpu-clustersinterconnectdata-centre-networking
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