Ultra Ethernet / UALink consortia
Open interconnect standards challenging InfiniBand & NVLink
The Ultra Ethernet Consortium (scale-out) and UALink (scale-up, backed by AMD, Broadcom, Google, Microsoft, Meta) are the industry's coordinated 2025 effort to build open alternatives to NVIDIA's InfiniBand and NVLink lock-in. Their success determines whether non-NVIDIA clusters can compete at scale.
Scale-up
UALink 1.0
Backers
AMD, Broadcom, hyperscalers
How it fits the stack
Ultra Ethernet / UALink consortia with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Ultra Ethernet / UALink consortia in the AI stack. Ultra Ethernet / UALink consortia with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 6 entities, 6 relationships
- Ultra Ethernet / UALink consortia —supplies→ Broadcom
- Arista Networks —uses→ Ultra Ethernet / UALink consortia
- Ultra Ethernet / UALink consortia —partners with→ AMD
- Ultra Ethernet / UALink consortia —partners with→ Broadcom
- Ultra Ethernet / UALink consortia —competes with→ InfiniBand (NVIDIA Quantum)
- Ultra Ethernet / UALink consortia —competes with→ NVLink / NVSwitch
Depends on ↑ · 1
Context — capital, rivals, policy · · 5