Companies in InfiniBand vs Ethernet
6 active companies tracked.
L2
Ayar Labs
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.
L2
Cornelis Networks
Omni-Path 200 / 400 successor (spun out of Intel 2020). InfiniBand-class fabric without NVIDIA Mellanox lock-in. Strong DOE / national-lab deployment base.
L2
Enfabrica
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.
L5
HPE
Slingshot fabric (from Cray HPE acquisition) — Ethernet-based HPC fabric for exascale supercomputers. AI-supercomputer wins (El Capitan, Frontier) the named credibility anchor.
L4
Intel
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.
L5
Meta Platforms
Largest single Ethernet-for-AI buyer; Ultra Ethernet Consortium driving member. AI Research SuperCluster + MTIA accelerator deployments use Ethernet fabric not InfiniBand.