NVLink Fusion sounds like a total trap where you pay to become Jensen's slave. It may make sense for Intel because they're desperate. It's not a good look for AWS to put themselves in the same category.

UltraEthernet feels like it should be on core, gratis.

I've been saying for a while that AMD should put a SolarFlare NIC in their I/O die. They already have switchable PCIe/SATA ports, why not switchable PCIe/Ethernet? UEC might be too niche though.