As an afterthought, they publish this for marketing/engineering pull for people who like to optimize (do engineering) for specific situations, while supporting the ROI and keeping cost down.
OP's TCP offload engines do not require any retooling at all, if you consider stuff like buying IP switches not retooling. All you need to do is basically buy a network card.
Also, if you read the article you'll eventually stumble upon the bar chart where they claim that the one-way write latency of TTPoE is only 0.7E-6 seconds faster than existing tech like infiniband, and it's also the only somewhat hard data they show. Does that justify the investment of developing their whole software+hardware stack?
I'm sure the project was fun and should look great on a CV, but overall it doesn't look like it passes the smell test.
(Disclaimer: I work at Tesla, not related to this group, opinions on public info only)
How many ≥10 Gbps chipsets that you'd find in a typical server do not have offload nowadays?
Further, once you're in the ≥50 Gbps card range you can often get ROCE, which helps with things like latency.
Every system has a cost and tradeoffs. Just because someone took an unusual path doesn't mean that they were wrong. And the larger and more specialized their use case is, the less likely that a generic solution is the best match.
Tesla's own charts show ROCE achieving also one-way write latencies in the single-digit microsecond range. If that doesn't qualify as magic bullet, what does that say about TTPoE?
So, they need to compare it to Infiniband, not TCP, and definitely not software TCP. And they need to explain how/if it works with standard huge capacity switches (which is at least a reason to prefer TCP over Infiniband).
There could be reasons to build this, AWS have something, but for Tesla to build their own stinks of NIH bad.
they are purpose building hardware for their specific application. debugging corner cases and making this robust is going to take them a decade. given that nobody else is interested in this non-standard solution, they dont have the benefit of the community debugging it, and improving on it in open-source.
appears to me to be a vanity effort as is the whole dojo project.
With FPGAs using commodity SFP or Ethernet PHY's you can certainly build stuff that runs circles around traditional Ethernet and associated overhead from protocols like IP.