Mario Nawfal(@MarioNawfal):🇺🇸🇨🇳 America's AI boom runs on a Chinese part, and Microsoft is begging Trump NOT to ban it. It's called an optical transceiver. It connects the servers inside data centers, and China makes two-thirds of the world's supply. Washington fears Beijing could use them to steal data or shut U.S. data centers down. Microsoft says a ban could freeze the whole buildout, leaving billions in AI chips with nothing to plug into. One of the top Chinese suppliers is even on the Pentagon's list of military-backed companies. The plan to beat China in AI depends on China shipping the parts. How ironic is that? Source: Reuters / Writer: Julie

2026.11.11 09:50

🇺🇸🇨🇳 America's AI boom runs on a Chinese part, and Microsoft is begging Trump NOT to ban it. It's called an optical transceiver. It connects the servers inside data centers, and China makes two-thirds of the world's supply. Washington fears Beijing could use them to steal data or shut U.S. data centers down. Microsoft says a ban could freeze the whole buildout, leaving billions in AI chips with nothing to plug into. One of the top Chinese suppliers is even on the Pentagon's list of military-backed companies. The plan to beat China in AI depends on China shipping the parts. How ironic is that? Source: Reuters / Writer: Julie