What a complete load of nonsense. Do let us know what your AWS bills are like when you run your 100s of petaflops HPC job there. And what is the interconnect like? A few gigabit switches aren't the same as the interconnects on these supercomputers.
Google Cloud has a much superior interconnect, easily doing twice the bandwidth of AWS with lower latency.
Ethernet may not be approaching Infiniband in raw speed and latency, but I think it's doing pretty decently with 10 Gbps going to every node.
Ethernet networks are definitely much more competitive today than 10 years ago, when Infiniband already had cheap 20 Gbps network cards but 10 Gbps Ethernet card were expensive and the network switches were a rarity.
