Ethernet fabric

NVIDIA and Cisco USFP: Scaling AI Factory Networking

NVIDIA and Cisco USFP: Scaling AI Factory Networking

AI, Application Development, Digital Transformation /

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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NVIDIA Spectrum-X MRC: Open AI Networking at Gigascale

NVIDIA Spectrum-X MRC: Open AI Networking at Gigascale

AI, Application Development, Infrastructure, Networking /

NVIDIA has released the Multipath Reliable Connection protocol as an open specification through the Open Compute Project, following production validation on Spectrum-X Ethernet at OpenAI, Microsoft, and Oracle. The move signals a strategic shift toward open AI fabric standards while keeping the most mature implementation proprietary. ECI Research breaks down what this means for ITDMs and platform engineering teams navigating AI infrastructure decisions.

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