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This is severely underrated work, why aren't there more mid sized companies helping this? Ultra Ethernet just got released.

Ultra Ethernet will do almost nothing. It’s a rubber stamped version of Broadcom’s design and Marcel/Cisco/etc will just add it to their asics. Remains to be seen if SpecrumX will or Connectix. If not, none of it matters.

These chips are $30m-$100m projects a pop. After the embarrassingly brutal failure of Barefoot nobody is going to do ASICs.

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