"The C2C, in my estimation, is challenging but not impossible, and so Jensen letting the license go there makes sense. His philosophy historically has been to open-source or let the ecosystem adopt a technology where there is little differentiation. "
I actually think Broadcom has abandoned UALink to try to standardize scale up on Ethernet (SUE). UALink increasingly seems DOA.
Yep it’s SUE, sorry I didn’t realize but UAL is for losers
Does AMD require Broadcom’s support to enable UALink over Ethernet for MI400?
"The C2C, in my estimation, is challenging but not impossible, and so Jensen letting the license go there makes sense. His philosophy historically has been to open-source or let the ecosystem adopt a technology where there is little differentiation. "
gives off "commoditize your complements" vibes
that is exactly the point :)
Then they find themselves looking at the least commoditized aspects and all roads lead to NVDA
Yup. Makes total sense