Ultra Ethernet will do almost nothing. It’s a rubber stamped version of Broadcom’s design and Marcel/Cisco/etc will just add it to their asics. Remains to be seen if SpecrumX will or Connectix. If not, none of it matters.
These chips are $30m-$100m projects a pop. After the embarrassingly brutal failure of Barefoot nobody is going to do ASICs.
Ultra Ethernet will do almost nothing. It’s a rubber stamped version of Broadcom’s design and Marcel/Cisco/etc will just add it to their asics. Remains to be seen if SpecrumX will or Connectix. If not, none of it matters.
These chips are $30m-$100m projects a pop. After the embarrassingly brutal failure of Barefoot nobody is going to do ASICs.