"Instead of using typical supercomputer networking solutions like Infiniband, Tesla chose to adapt Ethernet to their needs with a modified transport layer."

So, they need to compare it to Infiniband, not TCP, and definitely not software TCP. And they need to explain how/if it works with standard huge capacity switches (which is at least a reason to prefer TCP over Infiniband).

There could be reasons to build this, AWS have something, but for Tesla to build their own stinks of NIH bad.