Topic

InfiniBand vs Ethernet

The ROCE/Ultra-Ethernet bet against NVIDIA's networking lock-in.

Market Size
CAGR 35.0% (3y)
Companies Tracked
6
Business Signals (90d)
0
Avg Fit Score
71/100

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This Week

Lead story

Cornelis Networks committed the 800 Gbps CN6000 (2026) to Ultra Ethernet, abandoning proprietary Omni-Path — the last major proprietary HPC-fabric holdout joining the standards track.

The last proprietary AI fabric vendor just defected to Ethernet.

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Modules

Top Companies by Fit Score

Recent Hiring (top specialties, 90d)

  • RDMA5 roles
  • SerDes2 roles
  • signal integrity2 roles
  • ethernet MAC/PHY2 roles
  • RoCEv22 roles
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Jobseeker Personas

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