Ethernet Wins

Welcome to Amaze Networks for Monday, March thirtieth, twenty twenty-six. We are kicking off the week with a genuinely definitive story — the InfiniBand versus Ethernet debate has a winner, and I want to talk about what that actually means.

And by the end of the show we're also going to talk about a GitHub project that broke React's all-time star record in sixty days and simultaneously had one hundred thirty-five thousand publicly exposed instances with a remote code execution vulnerability. So. Productive Monday.

That story is wild and we are absolutely getting to it. But first — Broadcom dropped earnings data last week that basically puts a number on something we've all suspected for a while. Roughly seventy percent of new AI cluster deployments are now choosing Ethernet and RoCEv2 over InfiniBand. Seventy percent.