I don't think that "all" is true, and I'm not sure what "commoditized" means for IB more than any other HPC interconnect. They're all single-vendor as far as I know (as I don't think you can just buy Oracle IB): IB, OPA, Aries (and Slingshot), TOFU, BXI, and maybe others -- I don't know what the Chinese ones actually are.