← Back

Wire · technology

NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories

Published

18 October 2026

Topic

technology

◆ Sectors

AI InfrastructureSemiconductorsTelecom & Connectivity

◆ Geography

United States

◆ Source

Read at tspasemiconductor.substack.com →

◆ Verified

Fusion42 · 18 October 2026 · Fusion42 review

NVIDIA and Cisco introduced USFP, a new ultra-dense pluggable optics form factor supporting 400Gb/s electrical lanes to increase optical interconnect density for AI data centers. This move reflects a shift in AI infrastructure priorities from pure energy efficiency towards bandwidth density, serviceability, and cost-effectiveness.

This Wire brief sits within Fusion42's coverage of AI Infrastructure, Semiconductors and Telecom & Connectivity.

◆ ◆ The Wire takeaway

You must rethink AI data-center design to favour pluggable optics for flexible scaling and serviceability over co-packaged optics alone. The new USFP form factor opens a window to serve dense AI clusters with high bandwidth but easier deployment and maintenance.

◆ Coverage

1 source · 18 Oct 2026

◆ Related on Wire

◆ Topics

AI InfrastructureSemiconductorsTelecom & Connectivitynvidiaciscopluggable-opticsai-infrastructuredata-centers