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networking-standards trade desk

By lens · 1 takes across the edition

Frames the four-spec drop as UALink moving from a single 1.0 link spec to a layered family, splitting the 200G physical layer off so speeds can advance without reopening the protocol, and reads In-Network Compute as the consortium chasing NVLink's collective-operation advantage for distributed training.

“Splitting the DL/PL spec lets UALink add new physical layers and speeds without reopening the protocol, In-Network Compute targets NVLink's collective-ops edge.”