RT NEWS: #NVIDIA teams up with #Cisco to develop a 400G-per-lane optical transceiver module and opens Vera Rubin rack designs at OCP. Which Taiwan sup...

What happened

NVIDIA is teaming up with Cisco to develop a 400G-per-lane optical transceiver module, with related messaging stating the two companies target 4× bandwidth density with a 400G USFP optical module; NVIDIA has also opened Vera Rubin rack designs at OCP with more flexible rack designs. The message says NVIDIA is expanding its open AI infrastructure strategy with a new optical connectivity initiative alongside Cisco. The co-development is reported as an ongoing/planned initiative, with no mention of mass production or completion; the source poses a question about which Taiwan suppliers stand to benefit, naming no specific suppliers, and the source does not state the cause or a timeline.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/12/2026 · View original source