
AI数据中心是由光纤电缆编织成的复杂网络,这些电缆将数千个AI加速器、网络接口卡(NICs)、交换机以及训练和运行最新、最先进模型所需的其他所有组件连接在一起。思科希望通过与英伟达合作开发的一种新型可插拔光模块来解决这一混乱局面,该模块将在单个端口内提供比现有可插拔光模块高四到八倍的带宽。
AI datacenters are a rats nest of fiber optic cables stitching together thousands of AI accelerators, NICs, switches, and everything else required to train and run the latest and greatest modes. Cisco hopes to untangle this mess with a new pluggable optic developed in collaboration with Nvidia that will pack between four and eight times the bandwidth of existing pluggables into a single port.
本周在开放计算项目(OCP)全球峰会上宣布的超高密度小型外形可插拔(USFP)模块承诺可在一个与现有OSFP模块大小相当的可插拔单元中集成多达32个、每个400 Gbps的通道。每个这样的可插拔模块将提供12.8 Tbps的以太网带宽,相当于几年前高端企业级交换机的带宽。为便于理解,目前最先进的可插拔光模块通过八个200 Gbps链路,带宽上限约为1.6 Tbps。
Announced at the Open Compute Project (OCP) global summit this week, the ultra-dense small form factor pluggable (USFP) promises to pack up to 32, 400 Gbps lanes into a pluggable roughly the size of existing OSFP modules. Each of these pluggables would boast 12.8 Tbps of Ethernet bandwidth, as much as a high-end enterprise switch just a few years ago. To put that in perspective, the most sophisticated pluggable optics today cap out at around 1.6 Tbps using eight 200 Gbps links.
如此高密度的可插拔模块有望在AI数据中心显著简化布线——在这些数据中心中,每个GPU通常会配备一个800 Gbps,甚至不久的将来配备1.6 Tbps的网络接口卡并不罕见。一个USFP可插拔模块就能将相当于八个GPU的布线整合成单根光纤束。与此同时,在交换机方面,未来的204.8 Tbps交换机仅需16个USFP端口即可支持128个1.6 Tbps的终端设备。
Such a pluggable has the potential to significantly simplify cabling across AI datacenters where it isn't uncommon for each GPU to be paired with an 800 Gbps and soon 1.6 Tbps NIC. A single USFP pluggable could consolidate eight GPUs worth of cabling into a single fiber optic bundle. Meanwhile, on the switch side, a future 204.8 Tbps switch would only require 16 USFP ports to support 128 1.6 Tbps endpoints.
将如此庞大的连接能力集成到单个可插拔模块中并非易事。如今,高端可插拔光模块的功耗通常在20瓦左右。思科的USFP规格要求每个可插拔模块的功耗最高可达100瓦。此外,还需考虑一些设计限制。每个可插拔模块中的链路数量增加四倍意味着需要四倍的电气触点,且这些触点必须完全就位。因此,思科表示USFP模块将采用两阶段插入机制:首先将模块插入笼中,然后通过第二个机制触发以完成电气连接。谈到可靠性时,USFP模块的故障影响范围将比传统可插拔光模块更大。
Cramming all that connectivity into a single pluggable won't be easy. Today a high-end pluggable optic might pull on the order of 20 watts. Cisco's USFP spec calls for up to 100 watts per pluggable. There are also design constraints that have to be taken into consideration. Four times as many links per pluggable means 4x as many electrical contacts that have to be perfectly seated. Because of this Cisco says USFP modules will employ a two phase insertion mechanism in which the pluggable is first inserted into the cage and then a second mechanism is actuated to make the electrical connection. Speaking of reliability, USFP would have a bigger blast radius than conventional pluggables.
单个故障的激光器或数字信号处理器(DSP)可能导致的损害远超单个GPU,甚至可能使整个系统瘫痪。虽然这听起来令人担忧,但与封装光学或近封装光学相比,这根本不值一提——在这些技术中,单点故障可能导致整个机架规模的加速器从网络中掉线。英伟达参与USFP标准的开发值得关注,因为作为以太网网络领域的巨头,它在最新一代交换机中基本上已经摆脱了可插拔模块。
A single bad laser or digital signal processor (DSP) has the potential to take out far more than a single GPU, but entire systems. While that might sound bad, it's nothing compared to co-packed or near-package optics where one failure could drop an entire rack's worth of accelerators from the network. Nvidia's participation in the development of the USFP standard is notable as the Ethernet networking titan has largely moved away from pluggables in its most recent set of switches.
许多Spectrum-X和Quantum-X交换机如今采用封装光学(CPO),这有其充分理由:去除交换机侧的可插拔模块可实现约30%的功耗节省。但尽管英伟达的最新交换机可能采用CPO,其网络接口卡(NICs)仍部分依赖可插拔模块,因为这为系统集成商提供了更大的灵活性。并非所有人都在构建用于训练的10万以上GPU集群。
Many of its Spectrum-X and Quantum-X switches now use co-packaged optics and for good reason. Cutting out the pluggables on the switch side nets a roughly 30 percent power savings. But while Nvidia's latest switches may use CPO, its NICs still rely on pluggables in part because it offers integrators greater flexibility.
对于使用顶置机架交换机的机架,低功耗直连铜缆可以在不出现太多问题的情况下使用。鉴于英伟达在CPO方面的投入,我们只能推测其对USFP的兴趣,但很可能归因于提升密度需求。这家AI基础设施巨头正快速迈向每机架功率达600千瓦、可容纳144块GPU的机架。早在2025年初就被首次透露的英伟达Vera Rubin Ultra平台曾承诺每机架提供115.2 TB/s的扩展带宽,或每个GPU封装约3.2–6.4 Tbps的带宽——具体取决于是否计算双向带宽。
Not everyone is building 100,000-plus GPU clusters for training. For racks utilizing a top of rack switch, lower power direct attach copper cabling can be used without much issue. Given Nvidia's investments in CPO we can only speculate on its interests in USFP, but it likely comes down to densification. The AI infrastructure giant is rapidly moving toward 600 kW racks packing 144 GPUs on board.
有趣的是,思科的USFP初始规范恰好要求每个可插拔模块提供16条400 Gbps链路,即约6.4 Tbps的带宽。虽然思科和英伟达可能正在推动超密度光学可插拔模块的开发,但就像大多数以太网技术一样,USFP将是一个开放标准,任何人都可以在其设计中使用。微软借助思科实现多数据中心AI 除了思科与英伟达的最新合作外,思科还透露,微软现在正使用其Silicon One P200路由芯片在多数据中心之间分发工作负载。
First teased in early 2025, Nvidia's Vera Rubin Ultra platform promised 115.2 TB/s scale out bandwidth per rack or about 3.2-6.4 Tbps of bandwidth per GPU package depending on whether they're counting bidirectional bandwidth or not. It just so happens that Cisco's initial USFP spec calls for 16, 400 Gbps links per pluggable, or about 6.4 Tbps of bandwidth. While Cisco and Nvidia may be leading the charge on the development of an ultra dense optical pluggable, like most things Ethernet, USFP will be an open standard anyone can use in their designs.
英伟达等厂商将这种跨多个站点进行计算的模式称为“跨网络扩展”。去年年底我们曾详细探讨过思科的数据中心级路由平台,而这款新推出的芯片则直接与英伟达的 Spectrum-XGS 以及博通基于 Jericho 4 架构的相关产品展开竞争。思科宣称,P200 是首款“被各大超大规模数据中心投入实际生产环境使用的 51.2 Tbps 级系统”。
Microsoft taps Cisco for multi-datacenter AI Alongside Cisco's latest tie up with Nvidia, Switchzilla also revealed that Microsoft is now using its Silicon One P200 routing chips to distribute workloads across multiple datacenters. Nvidia and others have taken to calling this kind of multi-site computing: scale across networking. We discussed Cisco's datacenter-scale routing platform at length late last year, but the silicon competes directly with products like Nvidia's Spectrum-XGS and Broadcom's Jericho 4-based offerings.
只要加上足够多的限定条件,任何事情都能被包装成“首创”。正如我们当时所报道的那样,微软是最早采用“跨网络扩展”方案的超大规模数据中心运营商之一,借此克服本地电力资源受限的问题;其位于威斯康星州与乔治亚州的 Fairwater 数据中心集群便是例证。如今我们似乎终于知晓了微软用来实现这些集群互联的具体硬件设备。
Cisco touts the P200 as the first 51.2 Tbps systems "deployed in a production environment by leading hyperscalers." With enough qualifiers you can be the first at anything. As we reported at the time, Microsoft was among the first major hyperscalers to embrace scale-across networking as a means of overcoming local power constraints with its Fairwater clusters in Wisconsin and Georgia.
说到超大规模数据中心,或许你不会在其中见到思科的 Nexus 网络操作系统。像微软这样的超大规模数据中心运营商通常都会选用不受特定厂商限制的 NOS 平台,以此避免被单一供应商“锁定”,同时降低跨多家以太网厂商的网络管理成本与难度。SONiC 最初由微软开发并随后开源,如今已成为应用最为广泛、普及度最高的超大规模数据中心专用 NOS 之一。
And it seems we finally know the hardware good old Redmond is using to stitch them together. Cisco gives SONiC some love Speaking of hyperscalers, one thing you probably won't find in a hyperscale network is Cisco's Nexus network operating system (NOS). Hyperscalers like Microsoft typically employ vendor agnostic NOS platforms to avoid vendor lock-in and make managing networks across multiple Ethernet vendors cheaper and easier.
需要指出的是,对思科而言支持 SONiC 并非新鲜事;与大众的普遍认知相反,只要客户财力雄厚——而超大规模数据中心运营商显然具备这样的实力——思科完全乐意出售其网络技术栈中的任意组件。也正因如此,思科堪称 SONiC 项目的最大贡献者之一。
Originally developed by Microsoft and later open sourced, SONiC is among the most popular and widely deployed of the hyperscale NOSes. SONiC support, we should note is nothing new for Cisco which contrary to popular belief is more than willing to sell you any one piece of its networking stack, assuming you've got a big enough purse — the hyperscalers certainly do.
不同于强制客户使用自家软件栈的做法,思科针对 SONiC 及超大规模数据中心市场的策略是:增强这些 NOS 的功能,使其能更充分地发挥专用集成电路的独特优势,并实现与思科各类服务的无缝整合。本周在 OCP 大会上,思科宣布将在 SONiC 中加入对 Live Protect 平台的支持,从而帮助客户更便捷地获取各类安全补丁。预计该产能将在明年推出。®
As such Cisco is one of the biggest contributors to the SONiC project. Instead of forcing customers to use its software stack, Cisco's approach to SONiC and the hyperscale is to extend the NOSes capabilities to better take advantage of ASIC's unique capabilities and allow for integration with its services. At OCP this week, Cisco announced support for its Live Protect platform in SONiC to make it easier for customers to keep up with security patches in the wild. This capacity is expected to roll out next year. ®