NVIDIA와 Cisco는 동일한 네트워크 면적 내에서 AI 팩토리를 확장하고, 네트워킹이 전체 전력 예산에서 차지하는 비중을 낮추도록 설계된 새로운 플러그형 광학 폼팩터를 발표했다.

SAN FRANCISCO, Oct. 12, 2026 — NVIDIA and Cisco today announced plans for Ultra-Dense Small Form Factor Pluggable (USFP), a new high-density 400Gb/s-per-lane optical module designed to equip the hardware ecosystem for the next generation of AI factories using pluggable transceivers. The new transceivers let AI builders scale compute within the same network footprint while reducing networking's share of the power budget.

As AI models grow and inference demand expands, AI factories must connect more computing systems while managing network complexity, power and costs. Moving more data per watt and per switch helps operators make better use of their infrastructure investments.

Scaling AI factories requires more bandwidth per connection and more connections per switch. When a switch reaches its capacity, further network expansion can require additional switch layers and optical links, increasing latency, power consumption and costs.

USFP is designed to enable AI factory builders to scale from 200Gb/s-per-lane to 400Gb/s-per-lane Ethernet AI fabrics, while extending a deployment model proven at scale across multiple generations of data center networks. With USFP, customers can adopt next-generation optical technology and meet the performance demands of AI workloads without overhauling their data center infrastructure.

The first planned USFP-based transceivers will pack 16 full-duplex lanes into an octal small form factor (OSFP)-sized footprint, supporting both switches and SuperNICs, with the ability to expand to 32 or more lanes in the future. By doubling both the lane count and bandwidth per lane, USFP enables AI fabrics to connect more 1.6Tb/s endpoints without adding network tiers. Customers will be able to achieve 12.8Tb/s of overall capacity with USFP.

At a comparable OSFP-sized footprint, the module delivers 4x the bandwidth and front-panel bandwidth density, with approximately 1.3x the power efficiency, compared with 200Gb/s-per-lane pluggable modules. AI builders can therefore increase their compute scale within the same network footprint while decreasing networking's share of the overall AI factory power budget.

"Building the world's largest AI factories starts with rethinking the smallest of connections," said Gilad Shainer, senior vice president, NVIDIA. "With USFP, NVIDIA and Cisco are building an ecosystem to reinvent pluggable optics — connecting more computing with greater efficiency to power the next generation of AI factories."

"AI builders need an interconnect architecture that can scale performance without locking them into a more complex operating model," said Bill Gartner, senior vice president and general manager of optical systems and optics at Cisco. "Cisco and NVIDIA recognized that scaling pluggable optics to 400Gb/s per lane would require more than another incremental extension of today's module designs. Through our collaboration, USFP is designed to deliver a new level of bandwidth density while preserving the serviceability, deployment flexibility and operational simplicity of pluggable optics. By taking a full-stack approach — from silicon and systems to optics and the network operating system — we can optimize every layer to deliver the performance and scale the next generation of AI networks will require."

**More AI Infrastructure From Every Switch**

Designed for electrical signals of 400Gb/s per lane, USFP uses a new two-dimensional array connector with a two-step insertion design that engages high-speed contacts after the module is inserted. This reduces contact wear, improves signal integrity and makes insertion force more predictable. The connector technology allows for further scaling of lane count to 32 full-duplex lanes and more in the future. Because the connector is designed for 400Gb/s performance, it also offers improved performance at 200Gb/s per lane.

USFP supports power dissipation of up to 100 watts without requiring a separate, dedicated embedded cooling circuit within the transceiver, which reduces switch design complexity and improves reliability. Together, these capabilities enable higher-bandwidth fabrics while preserving the mature deployment, serviceability and manufacturability of existing pluggable transceivers.

All USFP configurations support optical designs that reduce latency and power consumption by simplifying signal processing. Support for a broad range of optical technologies and connection distances gives system designers the flexibility to meet unique AI factory deployment needs.

**A Hardware Ecosystem for Next-Generation AI Factories**

NVIDIA and Cisco are collaborating with TE Connectivity and Amphenol to build USFP cages, connectors and modules, with additional partners expected to join. The shared form factor gives suppliers a common foundation for developing high-density pluggable infrastructure for 400Gb/s-per-lane fabrics, helping build a robust ecosystem for AI factory builders.

The collaboration builds on NVIDIA and Cisco's existing work to ensure NVIDIA Spectrum-X Ethernet networking and Cisco Silicon One-based Ethernet networks work together seamlessly, simplifying AI infrastructure deployment for enterprises, neoclouds and sovereign clouds.

NVIDIA and Cisco plan to create an open industry specification for USFP through an upcoming community-led multi-source project.

**About Cisco**

Cisco (NASDAQ: CSCO) is the worldwide technology leader that is revolutionizing the way organizations connect and protect in the AI era. For more than 40 years, Cisco has securely connected the world. With its industry-leading AI-powered solutions and services, Cisco enables its customers, partners and communities to unlock innovation, enhance productivity and strengthen digital resilience. With purpose at its core, Cisco remains committed to creating a more connected and inclusive future for all.

**About NVIDIA**

NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.