Infiniband is basically a nVidia monopoly since they bought Mellanox, and the hyperscalers who already chafe at nVidia's GPU pricing power don't like it one bit, which is why they are working so hard on getting rid of it.

I don't understand enough about niche high-performance interconnects to know if CXL is a viable alternative for Infiniband where Ethernet-based solutions have too much latency.