UltraEthernet predates the AI boom. I don't blame them for adding the AI buzzwords, for this to succeed people need to think about it in the same vein as IB/RoCE/etc and a lot of the decision makers are unfortunately not technical enough to understand what this is or does.

Ultimately it's just a different (IMO slightly more refined) look at how to support RDMA on Ethernet vs RoCE which is a more ham fisted implementation.

RoCE took an encapsulation approach that has some drawbacks (namely it's reliance on PFC/ECN for congestion management).

This takes a different approach that attempts to actually do first-class re-implementations of Infiniband-ish congestion control with end-to-end credit based flow control similar to Infiniband virtual lanes.