$Microsoft(MSFT.US)⚡️ Reuters Exclusive: The Trump administration is drafting a ban on importing new Chinese data center equipment (specifically optical transceivers) to protect critical infrastructure supporting the AI boom, preventing data theft, malware implantation, or service disruptions. Formulated by the US Federal Communications Commission (FCC), this measure is expected to take effect within the year, potentially causing significant impact on China's leading supplier Zhongji Innolight, while increasing costs for US cloud service providers like Amazon Web Services, and benefiting US domestic manufacturers Coherent and Lumentum.
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