I too will put my ignorance on display while simultaneously trying to help with your question.
Overall context PART ONE: things need to be connected to each other, via a direct channel or cable, at different layers:
A1. Intra-server connectivity: GPU-to-CPU, for instance. $ALAB product: retimers
A2. Inter-server connectivity: server-to-server connectivity, for instance connecting servers to external memory banks. $ALAB product: Active Electrical Cable (AEC) called “PCI Express”
A3. Server-to-switch connectivity via Ethernet with super low latency and super high data throughput: Another AEC product called Taurus Ethernet Smart Cable Module
Overall context PART TWO: Switches are necessary at different layers:
B1. Intra-server switches: for GPU-to-CPU via PCIe: “Scorpio P-Series” PCIe switch
B2. Inter-server switches: “Scorpio P-Series” is also applicable for Inter-server, and so is their “Scorpio X-Series”
B3. Ethernet switches: $ALAB does not have an Ethernet switch on the market.
Based on B3), I don’t think $ALAB competes (…yet?) with Celestica’s switch, which is an 800GB Ethernet switch.
Competitors for 800GB Ethernet switches include $NVDA, $CSCO and $ANET