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Headlines · 8

  1. Nvidia and Cisco unveil USFP optical interface with 400Gb/s per lane

    Nvidia and Cisco announced USFP (Ultra-Dense Small Form Factor Pluggable), a new optical transceiver interface for AI data centers, at the 2026 OCP Global Summit; Cisco says it is the first such interface to support 400Gb/s per lane, twice the current 200Gb/s-per-lane designs. The first modules are expected to use 16 full-duplex lanes in an octal small form factor footprint, giving a theoretical 6.4Tb/s total, with later designs expanding to 32 or more lanes and a planned 12.8Tb/s total that still requires further development and validation. The companies claim four times the bandwidth density of 200Gb/s-per-lane optics and about a 1.3x improvement in power efficiency, support for both switches and Nvidia SuperNIC adapters over RoCE, a two-step insertion design for signal integrity, and up to 100 watts of power dissipation without a dedicated internal cooling circuit; TE Connectivity and Amphenol are among partners building cages, connectors and modules.

    TechSpot · 🔥 8
  2. Stocks Slide on Hot Inflation and AI Credit Fears

    Bloomberg's "The Close" reported that stocks slid into the Oct. 14 close as hot inflation data and worries about AI-related credit weighed on markets. Guests included Vanguard President & CIO Greg Davis, UBS analyst Erika Najarian, Janus Henderson CEO Ali Dibadj, Cisco Chair & CEO Chuck Robbins and Blackstone global head of digital infrastructure Mike Forman, with discussion spanning markets and infrastructure financing. The source provides no index levels, percentage moves, inflation figures or specifics on the AI credit concerns.

    Bloomberg Technology · 🔥 0
  3. Cisco unveils Webex AI agents for meetings and customer service

    At WebexOne on Oct. 7, Cisco announced new agentic capabilities for Webex that let AI agents use shared context to carry out multi-step tasks across collaboration and customer-service systems — for example, @mentioning an analytics agent in a Webex space for usage stats, then asking a presentation agent to update a PowerPoint deck. The announcements include Dialog, a layer meant to maintain customer context across interactions, plus planned features letting agents join Webex spaces, meetings and calls; Cisco says those agents are powered by Claude Managed Agents, while a Webex Suite Model Context Protocol (MCP) integration brings Webex context into OpenAI dots. Several features remain forthcoming: Dialog is expected in beta in the first quarter of calendar 2027, Agent Observability with Splunk is planned for general availability in December 2026, and dots within Webex is slated for a future release.

    TechRepublic · 🔥 0
  4. NVIDIA opens Vera Rubin rack designs at OCP, plus AI factory standards

    At the Open Compute Project Global Summit in San Jose, NVIDIA said it contributed its Vera Rubin rack and compute tray designs to OCP through the open MGX architecture; the updated MGX 1.2 specification adds rack-level blind-mate liquid cooling, interoperable rack-scale interconnect and a liquid-cooled 5,000A busbar, supports rack deployments up to 250 kW and is meant to simplify assembly, test and service. NVIDIA also published Open Data Center Specification v0.7 with AMD, Google and Meta, and an OCP Grid Resilience Specification with Google, Meta and Microsoft that calls for large AI infrastructure to stay connected during grid disturbances and restore to near-full load in under two seconds. On networking, Meta is adopting NVIDIA Spectrum-6 102.4Tb/s Ethernet switches with Spectrum-X Multiplane technology to support AI factories of more than 100,000 GPUs, while NVIDIA released four open source DSX AI Factory components: Config Manager, Cluster Readiness Engine, Rack Management Service and Cluster API Provider.

    NVIDIA Blog · 🔥 0
  5. NVIDIA, Cisco unveil USFP pluggable optics spec for 400Gb/s AI fabrics

    NVIDIA and Cisco announced Ultra-Dense Small Form Factor Pluggable (USFP), which they describe as the first pluggable optical module designed for 400Gb/s-per-lane electrical signals and capable of up to 12.8Tb/s total capacity. First planned transceivers pack 16 full-duplex lanes into an OSFP-sized footprint for switches and SuperNICs, with expansion to 32 or more lanes planned; the companies claim 4x bandwidth density and roughly 1.3x power efficiency versus 200Gb/s-per-lane pluggable modules. They are working with TE Connectivity and Amphenol on cages, connectors and modules, and plan an open industry specification through a community-led multi-source project.

    NVIDIA Newsroom · 🔥 0
  6. AI Data Pipeline Forum on Oct. 13 to spotlight infrastructure bottlenecks

    SiliconANGLE reports that the AI Data Pipeline Forum will be held Oct. 13 in San Jose, California, alongside the OCP Global Summit, with discussions shifting from individual chip performance to system-level bottlenecks in data supply, high-speed networking, power delivery and cooling. TheCUBE will livestream the event, hosted by John Furrier, with guests from ScaleFlux, Cerebras, Cisco, Dell and others. The piece notes ScaleFlux introduced PCIe Gen6 SSD and CXL memory controllers, FC6116 and MC600, in July, while a Dell engineer stressed modular rack-scale infrastructure that adapts to varied power and cooling setups.

    SiliconANGLE AI · 🔥 0
  7. Contact-center AI insights: from handle time to relationship orchestration

    SiliconANGLE rounds up theCUBE's coverage of the "AI ROI in Contact Center Summit," where analysts and vendors argued that customer-service success metrics are shifting away from average handle time and first-call resolution toward "conversation to completion" — actually resolving the customer's issue. Executives from Cisco, Zoom, Five9 and Talkdesk described agentic AI that preserves context across AI-to-human handoffs and orchestrates customer relationships rather than just completing single transactions. Five9 cited its own research finding 99% of business practitioners deploying AI think their contact centers improved, while only 66% of end users agree, with more than half of the dissenters saying they want access to a human and can't get it.

    SiliconANGLE AI · 🔥 0
  8. Cisco adds Dialog agentic framework to Webex, with Claude and Dots tie-ins

    At WebexOne in Austin, Cisco detailed a broad expansion of AI agents across its Webex collaboration platform, headlined by Dialog, an "agentic harness" that coordinates across people, agents and backend systems and keeps working on a customer's behalf after a conversation ends. Cisco also plans to bring Anthropic's Claude into Webex via Claude Managed Agents, and a Model Context Protocol integration that puts OpenAI's Dots inside Webex as a personal agent. Most new features and products are planned for early 2027, and Engadget notes that reported multi-step agent failure rates remain high.

    Engadget AI · 🔥 0

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