Why Ethernet is emerging as the standard for AI networking

Опубликовано 17 ноября 2025, 13:47

In this video, Sameh Boujelbene of Dell’Oro discuses the shifting landscape of AI networking fabrics, focusing on the transition from InfiniBand to Ethernet in large-scale AI clusters. As agentic AI applications continue to scale, the demand for vendor diversity and standardized networking solutions is reshaping the industry.

Sameh explains:
• Why InfiniBand was the dominant choice for AI networking in 2022–2023
• The explosive growth of AI clusters—from tens of thousands to potentially 1 million GPUs
• How Ethernet is evolving to meet AI workload requirements with features like ECN, congestion control, and routing enhancements
• The role of UEC (Ultra Ethernet Consortium) in standardizing Ethernet for AI
• Predictions for Ethernet overtaking InfiniBand by 2025–2026
• Strategic advice for vendors like Nokia to innovate on the software layer and build UEC-based products

Whether you're in networking, AI infrastructure, or tech strategy, this video offers valuable insights into the future of scalable, high-performance AI networking.

Learn more at nokia.com/data-center-networks...