# Cisco

> Markdown twin of https://roboterminal.app/companies/cisco · https://roboterminal.app/companies/cisco.md

## On shared sources

- [NVIDIA](https://roboterminal.app/companies/nvidia) (4)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Dell](https://roboterminal.app/companies/dell) (1)
- [HPE](https://roboterminal.app/companies/hpe) (1)
- [Lenovo](https://roboterminal.app/companies/lenovo) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [Supermicro](https://roboterminal.app/companies/supermicro) (1)

## Pulse

- [@ricci_nov on X](https://x.com/ricci_nov/status/2113291876300472363)
  At GTC Berlin, Nvidia launched OpenShell: Vera Rubin NVL72 + BlueField-4 + Sentry to isolate and kill misbehaving AI agents in milliseconds. Dell, Cisco, HPE, Lenovo and Supermicro are building to it.…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2112910040831250658)
  Cisco and NVIDIA are jointly drafting a new pluggable optics form factor, USFP, built for 400G SerDes lanes rather than today's 200G. Four lanes then carry 1.6Tbps, 16 lanes 6.4T, 32 lanes 12.8T. QSFP…
- [@ren_stocks on X](https://x.com/ren_stocks/status/2109784908306456655)
  $LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sou…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109704002585969046)
  NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories https://t.co/WxJsPvE9pI

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Source: Roboterminal · https://roboterminal.app/companies/cisco.md