回归技术--Scale Up割裂的生态

Core Viewpoint - The article discusses the comparison of Scale Up solutions in AI servers, focusing on the UALink technology promoted by Marvell and the current mainstream Scale Up approaches in the international market [1][3]. Comparison of Scale Up Solutions - Scale Up refers to high-speed communication networks between GPUs within the same server or rack, allowing them to operate collaboratively as a large supercomputer [3]. - The market for Scale Up networks is projected to reach $4 billion in 2024, with a compound annual growth rate (CAGR) of 34%, potentially growing to $17 billion by 2029 [5][7]. Key Players and Technologies - NVIDIA's NVLink technology is currently dominant in the Scale Up market, enabling GPU interconnection and communication within server configurations [11][12]. - AMD is developing UALink, which is based on its Infinity Fabric technology, and aims to transition to a complete UALink solution once native switches are available [12][17]. - Google utilizes inter-chip interconnect (ICI) technology for TPU Scale Up, while Amazon employs NeuronLink for its Trainium chips [13][14]. Challenges in the Ecosystem - The current ecosystem for Scale Up solutions is fragmented, with various proprietary technologies leading to compatibility issues among different manufacturers [10][22]. - Domestic GPU manufacturers face challenges in developing their own interconnect protocols due to system complexity and resource constraints [9]. Future Trends - The article suggests that as the market matures, there will be a shift from proprietary Scale Up networks to open solutions like UAL and SUE, which are expected to gain traction by 2027-2028 [22]. - The choice between copper and optical connections for Scale Up networks is influenced by cost and performance, with copper currently being the preferred option for short distances [20][21].