They would ban one Chinese component from American data centers, Microsoft is already worried

Microsoft is in discussions with the White House regarding potential restrictions by the FCC on importing Chinese optical transceivers, which are crucial for data center construction in the U.S. The company is currently building 35 data centers and plans to construct 134 more. The absence of these components could hinder the operation of AI chips. Chinese firms supply 66% of the global market for these devices, and their exclusion could significantly reduce available stock, exacerbating existing shortages. Cybersecurity experts express concerns about potential misuse of these devices by China. A compromise may involve restricting imports of high-speed devices, allowing U.S. manufacturers time to increase production capacity.