{"slug":"infiniband-ethernet","title":"InfiniBand vs Ethernet","tagline":"The ROCE/Ultra-Ethernet bet against NVIDIA's networking lock-in.","hub_url":"/topic/infiniband-ethernet","counts":{"companies":6,"business_signals_90d":0,"talent_signals":0,"jobseeker_profiles":4,"fit_scores":0},"companies":[{"slug":"cornelis-networks","name":"Cornelis Networks","primary_layer":"L3","description":"Omni-Path 200 / 400 successor (spun out of Intel 2020). InfiniBand-class fabric without NVIDIA Mellanox lock-in. Strong DOE / national-lab deployment base.","profile_url":"/companies/cornelis-networks"},{"slug":"enfabrica","name":"Enfabrica","primary_layer":"L3","description":"Accelerated Compute Fabric (ACF) — NIC-meets-switch silicon. Pre-revenue with funded customer trials at major AI labs. AI-fabric-NIC alternative to NVIDIA BlueField.","profile_url":"/companies/enfabrica"},{"slug":"ayar-labs","name":"Ayar Labs","primary_layer":"L3","description":"Optical I/O for chip-to-chip + scale-up. TeraPHY + SuperNova product line. Intel + AMD + GlobalFoundries strategic partners. Co-packaged optics alternative for scale-up vs Ethernet scale-out.","profile_url":"/companies/ayar-labs"},{"slug":"intel-corporation","name":"Intel","primary_layer":"L3","description":"Tofino Ethernet ASIC IP (from Barefoot 2019 acquisition, then announced to wind-down 2023 but P4 ecosystem persists). Gaudi accelerator family + Ethernet-native networking pitch.","profile_url":"/companies/intel-corporation"},{"slug":"hpe","name":"HPE","primary_layer":"L3","description":"Slingshot fabric (from Cray HPE acquisition) — Ethernet-based HPC fabric for exascale supercomputers. AI-supercomputer wins (El Capitan, Frontier) the named credibility anchor.","profile_url":"/companies/hpe"},{"slug":"meta-platforms","name":"Meta Platforms","primary_layer":"L3","description":"Largest single Ethernet-for-AI buyer; Ultra Ethernet Consortium driving member. AI Research SuperCluster + MTIA accelerator deployments use Ethernet fabric not InfiniBand.","profile_url":"/companies/meta-platforms"}],"personas":[{"segment_id":"IBETH-HPC-FABRIC-01","one_liner":"HPC fabric engineer evaluating InfiniBand vs Ethernet vs Slingshot / Omni-Path for AI training.","url":"/topic/infiniband-ethernet/personas/IBETH-HPC-FABRIC-01"},{"segment_id":"IBETH-CLOUD-ARCH-01","one_liner":"Cloud networking architect arguing for Ultra Ethernet over InfiniBand for multi-tenant AI.","url":"/topic/infiniband-ethernet/personas/IBETH-CLOUD-ARCH-01"},{"segment_id":"IBETH-STANDARDS-01","one_liner":"Standards-committee participant representing employer on UEC / IBTA technical groups.","url":"/topic/infiniband-ethernet/personas/IBETH-STANDARDS-01"},{"segment_id":"IBETH-HYPER-PROCURE-01","one_liner":"Hyperscaler procurement lead deciding fabric vendor allocation.","url":"/topic/infiniband-ethernet/personas/IBETH-HYPER-PROCURE-01"}],"generated_at":"2026-05-14T16:50:52.899Z"}