- Essays··6 min read
The Interconnect Nobody Can Buy
UALink 2.0 was ratified in April 2026; no production-ready silicon exists. For procurement decisions targeting Q1 2027 delivery, that leaves NVIDIA NVLink over InfiniBand or RoCE on Ethernet — each with known performance trade-offs, HBM supply constraints, and operational costs that never appear on the CapEx comparison slide. The interconnect you want and the silicon you can order are not the same thing.
ai-infrastructureinterconnectnvidiaualinkRead - 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-networkingRead