Nvidia and Cisco Unveil First 400G-Per-Lane Optical Module for AI Networks
CSCO sits 73% above its 52-week low of $66.813 on light trading volume (0.3× avg).
Summary
Cisco and Nvidia announced the Ultra-Dense Small Form Factor Pluggable (USFP), the first optical module to support 400 gigabits per second per lane, doubling the previous 200G standard. The module delivers four times the bandwidth density and 1.3 times the power efficiency of prior generations, with initial 16-lane transceivers expandable to 32 or more lanes. The companies are collaborating with Amphenol and TE Connectivity and plan to create an open industry specification. This follows Cisco's earlier OCP 2026 announcement that Microsoft moved into production on Silicon One P200 systems, reinforcing Cisco's push into AI networking infrastructure. The new module directly addresses the bandwidth and power constraints of AI data centers, positioning Cisco and Nvidia to capture demand for high-speed interconnects.
At the time of this announcement, CSCO was trading at $115.28 on NASDAQ in the Technology sector, with a market capitalization of approximately $454.5B. The 52-week trading range was $66.81 to $130.37. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Dow Jones Newswires.