By Bailey Pemberton
Publication Date: 2026-10-15 21:16:00
Cisco Systems (NasdaqGS:CSCO) and NVIDIA announced a collaboration to introduce next generation 400G optical technology for AI data centers.
The partners plan to commercialize a new ultra small form factor pluggable, or USFP, standard designed to quadruple bandwidth density.
Cisco and NVIDIA aim to build an open hardware ecosystem with additional optical and networking vendors to support large scale AI workloads.
The 400G USFP optical push with NVIDIA is one chapter in a broader Cisco story that investors may want to understand in full. Our analysis turns up 4 other big wins for Cisco Systems as well.
As AI infrastructure becomes more wiring constrained than compute constrained, it can be useful to compare Cisco with peers through 93 AI infrastructure stocks.
Cisco Systems, a US communications heavyweight with a reported market capitalization of about $453.7b, builds…
