Hot signal: Meta opens an AI-scale Ethernet layer
Meta released MetaRoCE, a new RDMA transport protocol, meaning a way for GPUs to move data directly across a network without wasting compute cycles. The important part is not that Adrian should touch network transport. He should not. The signal is that frontier AI cost and speed are being attacked below the model layer, through commodity Ethernet, reference software, and compliance testing. That matters because the next wave of agent products may improve through infrastructure, not only better prompts or bigger models. Verdict: watch. Treat this as market context for AI product economics, especially anything that depends on long-running agents, video generation, or high-volume API work.