NVIDIA and Cisco Unveil 400Gb/s USFP Optics to Quadruple AI Fabric Bandwidth
NVDA sits 38% above its 52-week low of $164.27 on light trading volume (0.2× avg).
Summary
NVIDIA and Cisco announced USFP, a new pluggable optics form factor delivering 400Gb/s per lane and up to 12.8Tb/s per module in an OSFP-sized footprint. That quadruples front-panel bandwidth versus current 200Gb/s-per-lane modules while improving power efficiency by about 1.3x. The spec supports 16 lanes today with a roadmap to 32+, and handles up to 100W dissipation without embedded cooling. An open MSA with TE Connectivity and Amphenol aims to build a multi-vendor ecosystem. This extends NVIDIA's Ethernet-based AI networking push and directly addresses bandwidth and power constraints in AI data centers. Adoption will hinge on MSA finalization and design wins at major AI factories.
At the time of this announcement, NVDA was trading at $225.92 on NASDAQ in the Technology sector, with a market capitalization of approximately $5.4T. The 52-week trading range was $164.27 to $243.37. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.