The Trump administration is preparing a ban on U.S
Trump administration bans new Chinese optical transceivers (27% market share) from US data centers by end-2026, citing security. AWS and hyperscalers must source from Coherent/Lumentum, raising capex and forcing supply-chain diversification on AI infrastructure.
The move is aimed at protecting the infrastructure supporting the ongoing AI boom
Aug 05, 2026
01:25 pm
What's the storyThe Trump administration is working on a ban on the import of new models of Chinese data center components, according to Reuters.
The move, which has not been reported before, is aimed at protecting the infrastructure supporting the ongoing AI boom in the US.
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