Nvidia Would Tank If It Adopted UALink — Why the Regulatory Capture Argument Falls Apart
itsclivetime · x · 2026-09-13
- The author rejects the "regulatory capture" framing of industry safety standards: if Nvidia declared it would follow the standard UALink GPU interconnect, its share price would drop because it'd be giving up NVLink
- Historically, underdogs (AMD, Intel) drive open standards, and the same dynamic would benefit open models if industry-wide safety standards are established
- The author is open to being shown a convincing counterargument
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