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Copper’s days are numbered inside AI racks as Cisco bets on optics

AI infrastructure networking is approaching a physical turning point as the copper links that tie GPUs together inside a rack strain under ever-faster signaling speeds. The move to light-based interconnects could redraw the boundaries of what counts as a single AI system. Cisco Systems Inc. is pressing that transition on several fronts, from new silicon […] The post Copper’s days are numbered…

Copper’s days are numbered inside AI racks as Cisco bets on optics

Copper links in AI infrastructure are facing a physical turning point due to the increasing signaling speeds of GPUs. Cisco Systems Inc., led by senior vice president Rakesh Chopra, is pushing for the transition to light-based interconnects that could redefine the concept of a single AI system. Chopra believes that in-rack copper interconnects will be replaced by optical solutions within a few years, enabling scalability from a single rack to row-scale or beyond.

The company is focusing on denser pluggable optics, with Cisco and Nvidia unveiling the Ultra-Dense Small Form Factor Pluggable (USFP) module capable of 400 gigabits per lane – four times denser and more power-efficient than today's standards. This shift rests on Cisco's scalable Silicon One chip architecture, which spans from 100 gigabits to 100 terabits, breaking down silos and facilitating deployment in various sizes.

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