5 Comments
User's avatar
Lee S's avatar

I actually think Broadcom has abandoned UALink to try to standardize scale up on Ethernet (SUE). UALink increasingly seems DOA.

Expand full comment
Doug OLaughlin's avatar

Yep it’s SUE, sorry I didn’t realize but UAL is for losers

Expand full comment
Joel's avatar

"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

Expand full comment
Doug O'Laughlin's avatar

that is exactly the point :)

Then they find themselves looking at the least commoditized aspects and all roads lead to NVDA

Expand full comment
Joel's avatar

Yup. Makes total sense

Expand full comment