I suppose the throughput is not the key, latency is. When you split ann operation that normally ran within one machine between two machines, anything that crosses the boundary becomes orders of magnitude slower. Even with careful structuring, there are limits of how little and how rarely you can send data between nodes.

I suppose that splitting an LLM workload is pretty sensitive to that.

100gbps is going to be for mesh networks supporting clusters (4 Mac Studios let's just say) - not for LAN type networks (unless it's in an actual datacenter).