Startups are developing open-source alternatives to Nvidia's NVLink, aiming to improve AI model scaling beyond individual server racks. Cornelis, an Intel spin-off, and Delos Data are among the companies pitching these new networking solutions. This development comes as AI model developers like Anthropic and OpenAI seek to solidify their market positions, potentially with government support. AI
IMPACT New open networking solutions could reduce reliance on proprietary hardware, potentially lowering costs and increasing flexibility for AI infrastructure deployment.
RANK_REASON The cluster discusses new infrastructure solutions for AI networking, positioning them as alternatives to a dominant player's proprietary technology. [lever_c_demoted from significant: ic=1 ai=0.7]
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