The Trump administration is drafting a ban on Chinese data center devices, according to sources.
Trump administration is drafting ban on Chinese data center devices
The proposal seeks to restrict the use of hardware from China within United States data centers.
Updates
The proposed ban aims to prevent Chinese companies from employing tactics such as stealing data, installing malware, or disrupting services within U.S. data centers.
The proposed ban aims to prevent Chinese firms from stealing data, installing malware, or disrupting services at U.S. data centers.
The FCC is spearheading this proposed ban, which specifically targets transceivers and is intended for publication within this year, though the measure remains subject to potential amendments or withdrawal. The restrictions would heavily impact Zhongji Innolight, a major provider holding roughly 27 percent of the global transceiver market and supplying about 60 percent of Nvidia's 800G demand alongside Eoptolink. In response to the potential move, shares of US providers Lumentum, Coherent, and Applied Optoelectronics rose by 7, 11, and 18 percent respectively, while the Chinese Embassy warned that Beijing would take necessary measures to protect its interests.
