News China debuts ‘Global Scheduling Ethernet’ chip to deliver networking solutions for AI — aims to compete with the Ultra Ethernet Consortium for next...

The article said:
That’s why data centers that use Nvidia GPUs usually use technologies like NVLink to allow their systems to communicate directly. However, NVLink is a proprietary system that only works with Nvidia products, limiting its usefulness and making it costly to deploy.
NVLink is mostly for rack-scale networking and not much beyond that. To scale even larger, you need to use either Infiniband or Ethernet. Spectrum-X seems to be the proprietary alternative to Ultra Ethernet that Nvidia is pushing.


That said, I also noticed they recently joined the Ultra Ethernet consortium:


Maybe some of their big customers demanded UE-compliant solutions. In any case, I'd guess Nvidia will still try to lead with their proprietary technology and only support standards compliance at lower speeds equivalent to what other industry players offer.