InfiniBand Is Losing the Fabric War. Here’s What That Changes for Your Architecture.
The InfiniBand vs RoCEv2 decision has been settled at the hyperscaler level — and the answer is Ethernet. Broadcom’s March 2026 earnings confirmed what most AI infrastructure architects had already suspected: roughly 70% of new AI infrastructure deployments are now choosing Ethernet-based fabrics over InfiniBand. That number is worth sitting with for a moment —…