TREE NEWS update: Nvidia and Cisco jointly launched an ultra-dense small form-factor pluggable (USFP) module, the industry’s first to support 400Gb/s electrical signaling per lane and up to 12.8Tb/s per module, targeting next-generation AI factories. Separately, Marvell introduced second-generation Structera X 3406 and 3506 CXL memory expanders for AI inference, billed as the first six-channel CXL 3.2 expanders supporting up to 9TB DDR4 or 6TB DDR5 per controller. Samsung and AMD also demoed a CXL memory expansion solution at OCP 2026.
Nvidia and Cisco Launch USFP Optical Module for AI Factories
AI take
The USFP launch matters less as a bandwidth milestone than as a sign that Nvidia is pulling interconnect partners into its AI-factory roadmap, tightening the optics supply chain around its own architecture. That squeezes component vendors who bet on broader interoperability, while CXL announcements from Marvell, Samsung and AMD point to a parallel contest over memory expansion inside the rack. Whether these interfaces consolidate around Nvidia's stack or stay multi-vendor is the open question.
Generated by AI for reference only.
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