Desire to build brainboxes will also see optical interconnects go mainstream
Three imminent improvements to the Ethernet standard will make it a better alternative to host AI workloads, and that will see vendors back the tech as an alternative to Nvidia's InfiniBand kit, which is set to dominate for the next two years.
That shift by tech providers will mean that by 2028, 45 percent of Gen AI workloads will run on Ethernet – up from less than 20 percent now. Lossless Ethernet – will bring advanced flow control, improved congestion handling, hashing improvements, buffering, and advanced flow telemetry that improve on the capabilities of modern switches;Because Ethernet is open, Verma expects many suppliers will implement the three innovations mentioned above, giving buyers choice and creating competition.
She cautioned that while the tech has big backers – such as Intel, TSMC, and HPE – it will not become widely used until around 2028. Once it matures, users can expect it will improve the scalability of compute clusters beyond 100Tbit/sec, while also requiring less power than electrical switching.
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