*Walter Bloomberg(@DeItaone):U.S. PLANS BAN ON NEW CHINESE DATA CENTER PARTS Reuters reports the Trump administration is drafting a ban on imports of new Chinese optical transceivers used in AI data centers over national security concerns. The proposed FCC rule, expected this year, aims to prevent espionage, malware, and supply chain risks. The move could hit China's Zhongji Innolight while benefiting U.S. rivals such as Coherent and Lumentum, though it may increase costs for cloud providers like AWS.

2026.08.04 10:06

U.S. PLANS BAN ON NEW CHINESE DATA CENTER PARTS Reuters reports the Trump administration is drafting a ban on imports of new Chinese optical transceivers used in AI data centers over national security concerns. The proposed FCC rule, expected this year, aims to prevent espionage, malware, and supply chain risks. The move could hit China's Zhongji Innolight while benefiting U.S. rivals such as Coherent and Lumentum, though it may increase costs for cloud providers like AWS.

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