NVLink, UALink, or ESUN — do you have a scale-up strategy, or are you buying what ships first?
The scale-up interconnect market is no longer NVIDIA's alone. UALink is gaining traction. ESUN is in the mix. Multi-vendor competition at the node level is real for the first time, and the procurement decision you make now is an architectural commitment that compounds across every training run, every inference workload, every dollar of GPU spend for the next several years.