Ethernet Set to Dominate AI Networks Through 2030 Despite Rises in InfiniBand and Optical Interconnects
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Ethernet improvements (RDMA, lossless, Ultra spec) will make it better for AI workloads, leading to 45% of generative AI on Ethernet by 2028, up from <20% now
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InfiniBand adoption will reach 25% by 2026 for tech providers, but it's more expensive and complex than Ethernet
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Optical interconnects will rise from <1% now to 25% of networks for AI workloads by 2030, improving scalability
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CXL and PCIe 6.0 will become prevalent starting around 2026 for sharing memory and bandwidth
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Users should evaluate InfiniBand vs Ultra Ethernet switches based on performance, reliability, scalability, and price