With UB-Mesh and the SuperNode, Huawei is offering a systems-level architecture designed to support massive AI clusters in China and abroad. If the technologies take off, then Huawei will reduce (or rather cease) dependence on Western standards like PCIe, NVLink, UALink, and even TCP/IP inside its next-generation data centers. Rather than competing with AMD, Intel, and Nvidia on CPUs, GPUs, or even rack-scale solutions, Huawei is trying to build a data center-scale offering.

I will speculate that this is the real driver for this initiative.

Whole Huawei claims that UB-Mesh will bring every benefit imaginable (better, faster, higher scalability, cheaper and it’s open source), it sounds almost too good to be true.