Well, if it's already for specific HW, then I'd prefer to see RDMA in place right away with getting rid of IRQs and other TCP/IP specific rust along the way, at least for DC realms :) Although, this HULL might has a spin for it from economics perspective.
It would be good for more to read the proceeds from the recent netdev conference: https://lwn.net/Articles/738912/
Especially ...
At 100gbit speeds with large round trip times we hit very serious scalability issues in the TCP stack.
Particularly, retransmit queues of senders perform quite poorly. It has always been a simple linked list."
goes in line with the aforementioned.
-- Besten Gruß Matthias Tafelmeier