【东吴证券：产业链头号玩家纷纷布局 AI+以太网是确定趋势】智通财经APP获悉，东吴证券发布研报称，IB网络在AI算力建设前期占据主流，但产业链一直在探索以太网适配AI计算的可能性，超以太网联盟(UltraEthernetConsortium，UEC)应运而生，博通、英伟达、Meta等产业链各环节的网络、系统、云计算厂商也持续投入并取得进展，RoCE有望逐渐取代IB的主流地位。

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【东吴证券：产业链头号玩家纷纷布局 AI+以太网是确定趋势】智通财经APP获悉，东吴证券发布研报称，IB网络在AI算力建设前期占据主流，但产业链一直在探索以太网适配AI计算的可能性，超以太网联盟(UltraEthernetConsortium，UEC)应运而生，博通、英伟达、Meta等产业链各环节的网络、系统、云计算厂商也持续投入并取得进展，RoCE有望逐渐取代IB的主流地位。RoCE的渗透将有效...

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