Supermicro outlines how Ethernet is emerging as a strong alternative to InfiniBand for AI networking. While InfiniBand remains critical for low-latency HPC workloads, Ethernet offers cost advantages, scalability, open ecosystems, and faster innovation cycles. Advances such as RoCEv2, congestion control, message aggregation, and adaptive routing now enable Ethernet to deliver near-IB performance for AI clusters. With 400G–800G switching, Ethernet supports hyperscale AI training and inference while leveraging existing expertise and tools. Backed by the Ultra Ethernet Consortium, Supermicro demonstrates validated designs that balance TCO, performance, and flexibility for next-generation AI infrastructure.

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