CSCO · News · 20261017N
AI Infrastructure Partnership
CISCO SYSTEMS, INC. · 2026-10-17 · Importance 30 · Surprise 42 · In source text
At the OCP Global Summit in San Jose in October 2026, GF Securities reported that Nvidia’s networking roadmap includes USFP pluggable optics co-developed with Cisco. The USFP standard is intended to support AI-factory networking density and serviceability. Reported specifications include up to 12.8 Tb/s per module and 400 Gb/s per lane, combining near-co-packaged-optics efficiency with field-maintainable pluggable modules.
Key facts
- Cisco co-developed the new USFP pluggable standard with Nvidia, according to GF analyst Jeff Pu. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | contingent | — | Cisco co-developed the new USFP pluggable standard with Nvidia, according to GF analyst Jeff Pu. |