Cisco Systems (CSCO) Rolls Out 400G USFP Standard For AI Networking

• Cisco Systems (NasdaqGS: CSCO) and NVIDIA jointly announced new 400G Ultra-Dense Small Form Factor Pluggable, or USFP, optics for AI networking.
• The partners unveiled co-developed silicon and systems designed to increase bandwidth density for data centers running large scale AI workloads.
• The USFP specification is being positioned as an open standard aimed at hyperscalers and sovereign cloud providers building AI infrastructure.
• The Cisco and NVIDIA 400G USFP project is one piece of a broader Cisco story that extends well beyond this AI optics launch. Take a look at 4 other big wins we have identified for Cisco Systems.

For readers looking to widen the opportunity set around this theme, the next stop is 92 AI infrastructure stocks.

Cisco Systems runs a global networking and security franchise that supplies the hardware, software, and analytics underpinning internet traffic. This gives the group a direct role in how large AI…