During GTC, Nvidia linked its NemoClaw technology with OpenClaw, which the company describes as the operating system underpinning personal artificial intelligence applications.
Interconnect Wars
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choke point
Venture capital is fueling a battle as startups like Upscale AI challenge incumbent silicon providers with new high-speed fabric solutions for AI racks. This competition centers on the specialized, low-latency communication hardware essential for linking GPUs and CPUs within modern compute clusters.
AI networking startup Upscale AI secured $200 million in Series A funding to develop its SkyHammer silicon for UALink switches, aiming to directly challenge Nvidia's dominance in providing interconnect solutions for rack-scale AI systems.
RISC-V proponent SiFive has adopted Nvidia's proprietary NVLink Fusion interconnect technology, a decision that casts doubt on the future viability of competing interconnect standards like UALink.