NVIDIA and Cisco USFP: Scaling AI Factory Networking
NVIDIA and Cisco have announced USFP, a new optical transceiver specification delivering 400Gb/s-per-lane performance and 12.8Tb/s total capacity in an OSFP-sized footprint. The open, multi-source ecosystem approach addresses both bandwidth density and operational simplicity for AI factory builders. ECI Research analysis examines what the announcement means for enterprises, sovereign clouds, and regulated infrastructure buyers.
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