Ethernet will achieve the same adoption rate as InfiniBand by 2026, then accelerate to over 80% adoption by providers in a decade.
Three innovations - RDMA over Converged Ethernet, Lossless Ethernet, and the UEC spec in 2024 - will enhance Ethernet's capabilities for AI workloads.
Verma expects Ethernet to become a strong competitor against InfiniBand due to being open and supporting various suppliers in implementing innovations.
InfiniBand is noted to be more expensive than Ethernet, have scalability limitations, and require specialized skills for management.
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