Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

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Emergence Of UALink As A Viable Alternative Could Challenge Nvidia's Dominance, Analyst Asserts

benzinga.com/analyst-ratings/analyst-color/25/05/45587680/emergence-of-ualink-as-a-viable-alternative-could-challenge-nvidias-dominance-analy

Zinger Key Points
- BofA says Nvidia's NVLink Fusion and AMD-backed UALink are key to next-gen AI system scaling, with Nvidia keeping a tech lead.
- Nvidia opens NVLink Fusion to select partners, expanding access to $12B networking market previously out of reach.
- Beat the market with…

This story appeared on benzinga.com, 2025-05-23 14:00:30.