The Rise of AI Ether: Openness and High Performance Drive Industry Transformation

NVIDIA is actively embracing Ethernet technology, marking a significant transformation in the field of AI network connectivity. With its openness, compatibility, and cost advantages, Ethernet is gradually becoming the mainstream solution for interconnecting AI clusters.

Currently, the AI Ether network mainly forms two major camps: the Super Ether Alliance (UEC) and NVIDIA's Spectrum-X platform. UEC is composed of device manufacturers such as AMD and Cisco, as well as cloud vendors like Meta and Microsoft, creating an open ecosystem based on RoCE technology. NVIDIA has launched the Spectrum-X platform, which includes a hardware-software integrated network architecture, with performance improved twofold compared to traditional Ether.

The popularity of Ethernet in the AI field will drive the growth of hardware demand such as switches and optical modules. The LPO( linear drive pluggable optical module ) is expected to become the preferred optical module solution for AI Ethernet, with advantages such as low power consumption and low cost. This places higher demands on the collaborative capabilities of the supply chain for optical module manufacturers, with leading enterprises being more advantageous.

With the development of technologies such as AIGC, the demand for large-scale clusters and computing power is constantly increasing. Ethernet, with its better performance and openness, is expected to become the mainstream AI network interconnection solution. This will drive the rapid development of the industrial chain for switches, optical modules, and other components, and it is recommended to pay attention to investment opportunities in related fields.