53 Years of Ethernet: Evolving With Open Standards for AI Infrastructure
summary
History and limits of Ethernet lead to three concrete standards efforts: UET 1.0 (11 Jun 2025) proposes a transport replacing TCP/UDP to provide in-protocol lossless delivery and congestion control and aims at target 1M endpoints for scale‑out; UA Link builds a dedicated switch + credit flow control for 1K‑GPU scale‑up memory semantics; OCP ESUN shrinks headers (single 4‑byte EHET field) to cut per‑packet processing. RoCEv2 remains dominant today, many specs exist but hardware is nascent and migration planning (ECN/PFC adoption, vendors) is still required.
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chapters (25)
- 0:00Network power over nodes
- 3:11Ethernet’s birth and standardization
- 6:04Ethernet to terabit speeds
- 7:49AI infrastructure driving complexity
- 9:56Data center networking fundamentals
- 11:21Scale-up with GPU clusters
- 13:09AI workload lifecycle and communications
- 14:14InfiniBand and RoCE protocols
- 16:20Why AI networks need lossless Ethernet
- 17:46Causes of packet loss in AI networks
- 19:28Limitations of standard Ethernet
- 20:51InfiniBand vs Ethernet trade-offs
- 22:16Next steps for Ethernet in AI
- 22:59IEEE 802.3 and Ultra Ethernet
- 24:45Ultra Ethernet vision and stack
- 26:11Ultra Ethernet transport innovations
- 28:41Advantages over standard Ethernet
- 29:45Scale-up solutions: NVLink and UALink
- 31:31UALink protocol details
- 32:55OCP E-Sun’s scale-up Ethernet
- 34:43UALink vs OCP E-Sun comparison
- 35:46Network overhead and compatibility
- 36:49In-Network Computing for collectives
- 37:53Future of Ethernet and open questions
- 39:09Challenges in new standards
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