Analysts remain dubious
Analysts, however, have their doubts that Omni-Path can capture the industry’s interest.
“It’s hard to see Omni-Path gaining much market share, if Cornelis is targeting AI specifically,” said Jack Gold, principal analyst at J. Gold Associates. “There is room for high speed Ethernet switching, which is coming, to compete with InfiniBand, especially at a lower cost, but having another proprietary solution at this point is probably not a mass market capability,” he said, noting that Omni-Path will likely be a niche product that takes minor market share.
Dylan Patel, founder of SemiAnalysis, a semiconductor research firm, agreed. “Omni-Path technology is not yet proven for AI, which creates an adoption challenge for enterprises.”
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