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AI and Data Centre Chips

Microsoft presses the US government to drop an expected ban on new Chinese optical transceivers for data centres, Reuters reports

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Reuters reported on 10 November, citing three people familiar with the situation, that Microsoft has been pressing the Trump administration to halt plans to bar US imports of new models of Chinese optical transceivers, the parts that send data over fibre inside data centres. The concern behind the plan is that they could be used to steal data or disrupt service. Microsoft is one of a group of companies and trade groups arguing that a ban could slow the US data centre build-out, Reuters says. It cites a Morgan Stanley note saying the ban under consideration covers 3.2 terabit-per-second transceivers, expected to ramp from 2028. See our comparison of optical networking results on Investment.

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