Quantum-2 Versus Ethernet: Tradeoffs For Large-Scale AI Fabrics

Summary AI buildouts are reallocating spend from general-purpose servers to accelerators and, next, to networking. Mapping which fabrics hyperscalers deploy is now strategic. Within this shift, two contests are unfolding: Ethernet vs. InfiniBand, and—inside Ethernet—merchant silicon vs. vertically integrated stacks. The outcome will determine whether Broadcom’s entrenched position can be eroded by rival offerings. Two Families, Two Paths NVIDIA and...