Nvidia's nvlink is the most im actually most worried about. Their chips are amazing and their software moat is impressive, but I see clear response & hungered

Nvidia's nvlink is the most im actually most worried about. Their chips are amazing and their software moat is impressive, but I see clear response & hungered competition from many on these fronts. There's still a sizable lead, but I believe in the competition here. Nvidia buying Mellanox though means the entire rest of the planet is stuck on PCIe PHY (which includes CXL) or Ethernet. There's no other major interconnect presence left: Nvidia owns both the interesting rack & further scale nvlink & infiniband alrernatives. I don't think there's an insurmountable challenge here, but no one seems gearing up to compete, and there's no forum for that cooperation to compete together with that exists. Nvlink is fast, and even more important, it's very energy efficient per bit. As we go from many core to many chip, this is going to be a more and more distinguishing capability.