US government's potential ban on Chinese optical parts could squeeze hyperscalers and slow AI buildout

US government's potential ban on Chinese optical parts could squeeze hyperscalers and slow AI buildout

FCC proposes ban on Chinese optical transceivers; Zhongji Innolight's 27% market share and 12–24 month supply gap threaten US AI infrastructure deployment. Hyperscalers face capex escalation or timeline delays; domestic suppliers like Coherent and Lumentum poised for valuation re-rating.