If you have requirements the internet cannot meet (eg. "latency must be <500us for correctness"), then it limits what you can do.
If it could run over the internet, I'd be able to use standard tooling (eg. wireshark to see what messages are being sent to debug my driver). I'd be able to connect to a PCI card on another machine remotely and have it 'just work', albeit with poor performance.
There's a lot you lose by inventing your own protocol, and you lose even more if your protocol can't be tunnelled over IP.
Your point about being able to reach the Internet probably isn't as important of a design goal as some latency ceiling within their cluster.
I really think there is no performance enhancement, heck even worse performance when it is being used on data center deployment until they decided to design their own switch on everything. and considering everything and the packet header is being about the size of about UDP, It seems there is no advantage of using it instead of UDP with Broadcast IP addr., Maybe in their hopes and dreams, Broadcom or other chip vendors might support their ethertype but It will be further in the future.
But considering Dojo is years late and as far as I can see hasn't yet done any meaningful work, and Tesla is still buying up a lot of H100's, I'd say the bet on reinventing everything didn't work out this time.
It's so late that it probably wouldn't be on the forefront of FLOPs/$ anymore, making the whole project have a business value of $0 (and negative if you consider sunk costs).
They ditched wrong thing and decided to replace with even worse software implementation that TCP/UDP already provides., and due to lack of infrastructural support, This will almost certainly have worse performance while doing exactly same job.
QUIC is designed to handle loss, and its not meant to be ultra low latency.
QUIC is designed to be used over IP, not on raw ethernet.
There is somewhat of a method to do it this way, especially as its designed to pipe data directly into silicon.
also "the giants of UDP" seems a bit off. UDP is the under developed step child of IP, completely outshined by TCP.
Also there is nothing you can see on the ethernet frame that support and achieve low-latency and high-bandwidth. even this is designed for silicon, this is just a PCI-e with 6-byte addressing, but way worse compatibility.
Yet they spend expensive engineering time on stuff like this. Maybe there’s some big cost savings in the backend.
Well he has a pretty good track record at doing that.