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Microsoft urges Trump administration to abandon ban on Chinese optical transceivers

Microsoft is urging the Trump administration to drop a planned ban on Chinese optical transceivers, warning that supply disruptions could severely delay artificial intelligence data-center expansion across the United States.

Microsoft is pressing the Trump administration to abandon plans to ban Chinese optical transceivers, warning that supply disruptions could severely delay artificial intelligence infrastructure projects across the United States, according to a report from Reuters.[1][2][3][4][5]

The company currently has 35 U.S. data centers under construction and another 134 planned. According to the report, China controls roughly 67% of the global optical transceiver market, and U.S. competitors such as Coherent and Lumentum lack the production scale required to replace Chinese suppliers.[2]

Key facts

  • Microsoft is urging the Trump administration to abandon plans to ban Chinese optical transceivers, per a Reuters report.
  • Microsoft warned that supply disruptions from the proposed ban could severely delay U.S. AI infrastructure projects.
  • Microsoft currently has 35 U.S. data centers under construction and another 134 planned.
  • China controls roughly 67% of the global optical transceiver market.
  • U.S. competitors Coherent and Lumentum lack the production scale necessary to replace Chinese suppliers.

Sources 路 5 sources

  1. WG

    Watcher.Guru@WatcherGuruPost on X 路

    JUST IN: 馃嚭馃嚫馃嚚馃嚦 Microsoft urges President Trump to scrap planned ban on Chinese AI data center technology.

    Open source
  2. *B

    *Walter Bloomberg@DeItaonePost on X 路

    $MSFT - MICROSOFT WARNS CHINESE COMPONENT BAN COULD HALT US AI DATA-CENTER EXPANSION Microsoft ($MSFT) is urging the Trump administration to abandon plans to ban Chinese optical transceivers, warning that supply disruptions could severely delay US AI infrastructure projects, Reuters reports. Microsoft currently has 35 US data centers under construction and another 134 planned, while China controls roughly 67% of the global optical transceiver market. US competitors Coherent ($COHR) and Lumentum ($LITE) lack the production scale to replace Chinese suppliers.

    Open source
  3. CB

    Crypto BriefingArticle 路

    Microsoft urges Trump to scrap planned ban on Chinese AI data center technology Microsoft's opposition to the ban highlights the complex trade-offs between national security and technological advancement, impacting data center growth. The post Microsoft urges Trump to scrap planned ban on Chinese AI data center technology appeared first on Crypto Briefing .

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  4. ET

    Economic Times@EconomicTimesPost on X 路

    Microsoft presses Trump to scuttle expected ban on Chinese data center technology: Report https://t.co/TBBUJ1y9TX

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  5. BU

    businessline@businesslinePost on X 路

    Microsoft has been pressing the Trump administration to halt plans to bar imports of a key Chinese component used in AI data centres. Read to know more. https://t.co/iIFpnpklCu

    Open source