Chips and hardwareUpdated Yesterday

Microsoft opposes a possible US ban on Chinese optical transceivers for AI data centers.

Washington is weighing a security-driven restriction on Chinese optical transceivers used in AI data centers. Microsoft is pressing the administration not to impose it. The company warns that restricting the equipment could disrupt supply chains and slow the expansion of US digital infrastructure. It sees the effects reaching beyond procurement: a slower build-out, Microsoft says, could weaken the United States' ability to compete with China in AI.

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Coverage started Yesterday