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REVEALED: Ualink - The Real Truth

Astera Labs Conference: Scorpio Switching Seen as Next AI Growth Engine

Astera Labs (NASDAQ:ALAB) executives outlined expectations for continued growth across the company’s connectivity portfolio during an Evercore ISI fireside chat, pointing to expanding opportunities in AI infrastructure switching, retimers, CXL controllers and optical connectivity. Desmond Lynch, ch

MarketBeat

Astera Labs Touts AI Connectivity Boom as Scorpio, Optics Fuel Growth Outlook

Astera Labs (NASDAQ:ALAB) executives said the company expects continued broad-based growth across its connectivity product portfolio, driven by rising demand for AI infrastructure, custom silicon deployments and emerging optical interconnect opportunities. Speaking at J.P. Morgan’s 54th annual Tech

MarketBeat

NVIDIA Invests $2B in Marvell: What It Means for Both Stocks

NVIDIA just can't stop making multi-billion dollar investments in AI stocks. See what its latest investment in Marvell signals going forward.

MarketBeat

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AMD denies report of MI455X delays as Nvidia VR200 systems are rumored to arrive early — company says Helios systems 'on target for 2H 2026'

AMD's Helios rack-scale solution based on the MI455X accelerators, the company's major hope for AI market, may slip to 2027, whereas Nvidia may speed up roll out of the Vera Rubin platform if the latest market rumors are to be believed.

Tom’s Hardware

AMD touts Instinct MI430X, MI440X, and MI455X AI accelerators and Helios rack-scale AI architecture at CES — full MI400-series family fulfills a broad range of infrastructure and customer requirements

AMD reveals additional details about its strategy for AI and HPC deployments this year with EPYC 'Venice' and 'Venice-X' CPUs as well as Instinct MI430X, MI440X, and MI455X accelerators.

Tom’s Hardware

AMD's Earnings Could Rocket By 2030, Bank Of America Says Ahead Of Analyst Day

Advanced Micro Devices, Inc. (NASDAQ:AMD) may be gearing up for its most explosive growth yet, with artificial intelligence poised to drive a multi-year earnings boom.

Benzinga

AMD to split flagship AI GPUs into specialized lineups for AI and HPC, add UALink — Instinct MI400-series models takes a different path

AMD will split its Instinct MI400-series into separate AI-focused (MI450X) and HPC-focused (MI430X) GPUs in H2 2026 to maximize performance per workload, but limited availability of UALink switches may hinder scalability.

Tom’s Hardware

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UALink has Nvidia's NVLink in the crosshairs — final specs support up to 1,024 GPUs with 200 GT/s bandwidth

The UALink Consortium has finalized the UALink 1.0 specification, enabling tapeouts of chips that support a high-speed, low-latency, industry-standard interconnect for AI and HPC accelerators in rack scale solutions.

Tom’s Hardware

Nvidia vs Apple and the world: Apple may have just confirmed its ACDC superchip will use UALink tech

Nvidia vs Apple and the world: Apple may have just confirmed its ACDC superchip will use UALink tech.

TechRadar

Apple joins UALink Consortium for open-standard AI accelerator interconnections

Apple could be finally entering AI hardware game as it joins UALink development.

Tom’s Hardware

Synopsys announces Ultra Ethernet and UALink IP to power the next-generation of AI datacenters

Synopsys introduces Ultra Ethernet IP solution for 1.6T Ethernet networks, UALink IP solution for linking up to 1,024 accelerators per pod.

Tom’s Hardware

UALink Consortium poised to compete with Nvidia's NVLink — AMD and Intel-led group opens doors to contributor members

The Ultra Accelerator Link, or UALink, Consortium has officially incorporated, becoming a legal entity. The group, made up of AMD, Intel, Meta, Google, and other major tech players, seeks to create a standard to dethrone Nvidia's NVLink for server cluster communication.

Tom’s Hardware

Samsung reportedly plans to join UALink Alliance — high-speed interconnect could power its next-gen chips

Samsung reportedly looking forward to joining UALink alliance to better address needs of its foundry customers.

Tom’s Hardware

Nvidia vs the world: some of the biggest tech companies band together to stop Nvidia from achieving global domination in AI — UALink set to compete with NVLink but is it too little too late?

Intel, Google, Microsoft, and others have created the UALink Promoter Group to challenge Nvidia's global AI dominance.

TechRadar

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