What's wrong with PCIe? The devices are ubiquitous. It's point-to-point, allowing for device to device connectivity. We have external PCIe enclosures and cables. We have a healthy set of PCIe switches.

This is similar. It's also point-to-point, and it has an external story. Skimming the spec, they've even thought about higher latency (200ns) links, and optical. Even with these advantages, I'm unsure how it'll work due to the lack of IP available as compared to PCIe.

Interesting, though. Will be fun to see it play out. It bums me out a little bit though that POWER isn't easily available yet.