EE.UU. estudia prohibir el uso de componentes chinos para centros de datos

Trump administration drafting ban on Chinese data center devices, sources say - The Economic Times

FCC bans Chinese optical transceivers for data centers, targeting Innolight (27% share) on security risks. Cloud providers shift to U.S. suppliers (Coherent, Lumentum), raising infrastructure costs but preventing Chinese supply-chain embedment like Huawei.