NVIDIA and Cisco have introduced Ultra-Dense Small Form Factor Pluggable (USFP), a new optical module supporting 400Gb/s per lane, enabling up to 12.8Tb/s capacity for AI data centers. This technology doubles bandwidth per lane and increases power efficiency, allowing AI factories to scale compute within the same network footprint while reducing power consumption and network complexity. USFP supports up to 32 lanes in the future and is designed to integrate with existing infrastructure, helping enterprises meet growing AI workload demands without costly overhauls. The companies are collaborating with TE Connectivity and Amphenol to build a hardware ecosystem and plan to open the USFP specification for industry-wide adoption.
Cisco Systems holds a market cap of $466.76 billion and offers a dividend yield of 1.42%, while Nvidia's market cap stands significantly higher at $5.54 trillion with a dividend yield of 0.44%, as of Oct 12, 2026 22:11 WIB. On Pluang, Nvidia shares are priced at USD 225.89, down 1.48% for the day, and Cisco shares trade at USD 114.82, down 3.02%. These figures provide context to the introduction of the new Ultra-Dense Small Form Factor Pluggable optics module, which aims to enhance AI data center capabilities for both companies' technology infrastructure.
Cisco and NVIDIA announced a new open industry specification for 400G-per-lane pluggable optics, enhancing bandwidth and power efficiency for AI data centers. Cisco also introduced advanced Silicon One chips and systems, including the 51.2T P200 sili...
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