AI

Tech giants form an industry group to help develop next-gen AI chip components

Comment

Server racks in server room cloud data center.
Image Credits: Kwarkot / Getty Images

Intel, Google, Microsoft, Meta and other tech heavyweights are establishing a new industry group, the Ultra Accelerator Link (UALink) Promoter Group, to guide the development of the components that link together AI accelerator chips in data centers.

Announced Thursday, the UALink Promoter Group — which also counts AMD (but not Arm just yet), Hewlett Packard Enterprise, Broadcom and Cisco among its members — is proposing a new industry standard to connect the AI accelerator chips found within a growing number of servers. Broadly defined, AI accelerators are chips ranging from GPUs to custom-designed solutions to speed up the training, fine-tuning and running of AI models.

“The industry needs an open standard that can be moved forward very quickly, in an open [format] that allows multiple companies to add value to the overall ecosystem,” Forrest Norrod, AMD’s GM of data center solutions, told reporters in a briefing Wednesday. “The industry needs a standard that allows innovation to proceed at a rapid clip unfettered by any single company.”

Version one of the proposed standard, UALink 1.0, will connect up to 1,024 AI accelerators — GPUs only — across a single computing “pod.” (The group defines a pod as one or several racks in a server.) UALink 1.0, based on “open standards” including AMD’s Infinity Fabric, will allow for direct loads and stores between the memory attached to AI accelerators, and generally boost speed while lowering data transfer latency compared to existing interconnect specs, according to the UALink Promoter Group.

UALink
Image Credits: UALink Promoter Group

The group says it’ll create a consortium, the UALink Consortium, in Q3 to oversee development of the UALink spec going forward. UALink 1.0 will be made available around the same time to companies that join the consortium, with a higher-bandwidth updated spec, UALink 1.1, set to arrive in Q4 2024.

The first UALink products will launch “in the next couple of years,” Norrod said.

Glaringly absent from the list of the group’s members is Nvidia, which is by far the largest producer of AI accelerators with an estimated 80% to 95% of the market. Nvidia declined to comment for this story. But it’s not tough to see why the chipmaker isn’t enthusiastically throwing its weight behind UALink.

For one, Nvidia offers its own proprietary interconnect tech for linking GPUs within a data center server. The company is probably none too keen to support a spec based on rival technologies.

Then there’s the fact that Nvidia’s operating from a position of enormous strength and influence.

In Nvidia’s most recent fiscal quarter (Q1 2025), the company’s data center sales, which include sales of its AI chips, rose more than 400% from the year-ago quarter. If Nvidia continues on its current trajectory, it’s set to surpass Apple as the world’s second-most valuable firm sometime this year.

So, simply put, Nvidia doesn’t have to play ball if it doesn’t want to.

As for Amazon Web Services (AWS), the lone public cloud giant not contributing to UALink, it might be in a “wait and see” mode as it chips (no pun intended) away at its various in-house accelerator hardware efforts. It could also be that AWS, with a stranglehold on the cloud services market, doesn’t see much of a strategic point in opposing Nvidia, which supplies much of the GPUs it serves to customers.

AWS didn’t respond to TechCrunch’s request for comment.

Indeed, the biggest beneficiaries of UALink — besides AMD and Intel — seem to be Microsoft, Meta and Google, which combined have spent billions of dollars on Nvidia GPUs to power their clouds and train their ever-growing AI models. All are looking to wean themselves off of a vendor they see as worrisomely dominant in the AI hardware ecosystem.

In a recent report, Gartner estimates that the value of AI accelerators used in servers will total $21 billion this year, increasing to $33 billion by 2028. Revenue from AI chips will hit $33.4 billion by 2025, meanwhile, projects Gartner.

Google has custom chips for training and running AI models, TPUs and Axion. Amazon has several AI chip families under its belt. Microsoft last year jumped into the fray with Maia and Cobalt. And Meta is refining its own lineup of accelerators.

Elsewhere, Microsoft and its close collaborator, OpenAI, reportedly plan to spend at least $100 billion on a supercomputer for training AI models that’ll be outfitted with future versions of Cobalt and Maia chips. Those chips will need something to link them — and perhaps it’ll be UALink.

More TechCrunch

Featured Article

UK’s Zapp EV plans to expand globally with an early start in India

Zapp is launching its urban electric two-wheeler in India in 2025 as it plans to expand globally.

UK’s Zapp EV plans to expand globally with an early start in India

The first time I saw Google’s latest commercial, I wondered, “Is it just me, or is this kind of bad?” By the fourth or fifth time I saw it, I’d…

Dear Google, who wants an AI-written fan letter?

Featured Article

MatPat, the first big YouTuber to successfully exit his company, is lobbying for creators on Capitol Hill

Though MatPat retired from YouTube, he’s still pretty busy. In fact, he’s been spending a lot of time on Capitol Hill.

MatPat, the first big YouTuber to successfully exit his company, is lobbying for creators on Capitol Hill

Featured Article

A tale of two foldables

Samsung is still foldables’ 500-pound gorilla, but the company successes have made the category significantly less lonely in recent years.

A tale of two foldables

The California Department of Motor Vehicles this week granted Nuro approval to test its third-generation R3 autonomous delivery vehicle in four Bay Area cities, giving the AV startup a positive…

Autonomous delivery startup Nuro is gearing up for a comeback

With Ghostery turning 15 years old this month, TechCrunch caught up with CEO Jean-Paul Schmetz to discuss the company’s strategy and the state of ad tracking.

Ghostery’s CEO says regulation won’t save us from ad trackers

Two years ago, workers at an Apple Store in Towson, Maryland were the first to establish a formally recognized union at an Apple retail store in the United States. Now…

Apple reaches its first contract agreement with a US retail union

OpenAI is testing SearchGPT, a new AI search experience to compete directly with Google. The feature aims to elevate search queries with “timely answers” from across the internet and allows…

OpenAI comes for Google with SearchGPT

Indian cryptocurrency exchange WazirX announced on Saturday a controversial plan to “socialize” the $230 million loss from its recent security breach among all its customers, a move that has sent…

WazirX to ‘socialize’ $230 million security breach loss among customers

Featured Article

Stay up-to-date on the amount of venture dollars going to underrepresented founders

Stay up-to-date on the latest funding news for Black and women founders.

Stay up-to-date on the amount of venture dollars going to underrepresented founders

The National Institute of Standards and Technology (NIST), the U.S. Commerce Department agency that develops and tests tech for the U.S. government, companies and the broader public, has re-released a…

NIST releases a tool for testing AI model risk

Featured Article

Max Space reinvents expandable habitats with a 17th-century twist, launching in 2026

Max Space’s expandable habitats promise to be larger, stronger, and more versatile than anything like them ever launched, not to mention cheaper and lighter by far than a solid, machined structure.

Max Space reinvents expandable habitats with a 17th-century twist, launching in 2026

Payments giant Stripe has acquired a four-year-old competitor, Lemon Squeezy, the latter company announced Friday. Terms of the deal were not disclosed. As a merchant of record, Lemon Squeezy calculates…

Stripe acquires payment processing startup Lemon Squeezy

iCloud Private Relay has not been working for some Apple users across major markets, including the U.S., Europe, India and Japan.

Apple reports iCloud Private Relay global outages for some users

Welcome to Startups Weekly — your weekly recap of everything you can’t miss from the world of startups. To get Startups Weekly in your inbox every Friday, sign up here. This…

Legal tech, VC brawls and saying no to big offers

Apple joins 15 other tech companies — including Google, Meta, Microsoft and OpenAI — that committed to the White House’s rules for developing generative AI.

Apple signs the White House’s commitment to AI safety

The language is ambiguous, so it’s not clear whether X is helping itself to all user data for training Grok or whether this processing refers only to user interactions with…

Privacy watchdog says it’s ‘surprised’ by Elon Musk opting user data into Grok AI training

Sound Search on TikTok is somewhat similar to YouTube Music’s song detection tool that lets you find the name of a song by singing, humming or playing it. 

TikTok rolls out a new feature that lets you find songs by singing or humming them

Skip, a wearable tech startup that began as a secretive project inside Alphabet, exited stealth this week to announce a partnership with outdoor clothing specialist Arc’teryx. The deal is the…

Alphabet X spinoff partners with Arc’teryx to bring ‘everyday’ exoskeleton to market

Ledger, a French startup mostly known for its secure crypto hardware wallets, has launched a new mid-range device, the Ledger Flex. Available now, priced at $249, the dinky hardware wallet…

Ledger launches Ledger Flex, a mid-range hardware crypto wallet

The good news is that you can switch off the new data-sharing setting and also delete your conversation history with the AI. 

Here’s how to disable X (Twitter) from using your data to train its Grok AI

Regulators gave SpaceX the all-clear to return to launch two weeks after the Falcon 9 rocket experienced an anomaly on orbit.

SpaceX cleared to resume Falcon 9 launches while FAA investigation remains open

Madison Long and Simone May founded Clutch in 2020 to help connect people to businesses looking for marketing and content creation.

Digital marketing startup Plaiced has acquired Precursor Ventures-backed Clutch

With the CrowdStrike update continuing to cause havoc across the planet, a startup has raised $13.5 million to at least improve some level of security for the kinds of devices…

ZeroTier raises $13.5M to help avert CrowdStrike-like network problems

Apple has reduced prices of its iPhone models in India by 3-4% following a cut in import duties in the South Asian market.

Apple cuts iPhone price in India amid China slowdown

MNT-Halan, a fintech unicorn out of Egypt, is on a consolidation march. The microfinance and payments startup has raised $157.5 million in funding and is using the money in part…

Egypt’s MNT-Halan banks $157.5M, gobbles up a fintech in Turkey to expand

The energy transition is a marathon, not a sprint. But opportunities for acceleration are growing. Swedish startup Greenely* has just spotted one. It’s closing an €8 million Series A funding…

Energy tech startup Greenely grabs €8M to reach more households and support Europe’s energy transition

The Floorr offers tools for conducting sales, hosting tailored styling sessions, creating mood boards, and engaging in text or voice chats with clients, all in one place. 

Luxury fashion startup The Floorr empowers personal stylists with tools to grow their businesses

A decade-old drama involving VC David Sacks and Rippling founder Parker Conrad has blown up on X with many among the Silicon Valley elite taking sides.

Here’s why David Sacks, Paul Graham and other big Silicon Valley names had a brawl on X over VC behavior

ChatGPT, OpenAI’s text-generating AI chatbot, has taken the world by storm since its launch in November 2022. What started as a tool to hyper-charge productivity through writing essays and code…

ChatGPT: Everything you need to know about the AI-powered chatbot