A post by @DeItaone on X.

Microsoft has urged the Trump administration to drop planned restrictions on Chinese-made optical transceivers, warning the ban could stall US AI data-center buildouts. The company said supply disruptions to the components, which underpin high-bandwidth networking in AI clusters, could severely delay infrastructure projects. Microsoft is the latest major buyer to push back on curbs targeting Chinese suppliers of the transceivers used to link servers and switches. The dispute matters because AI capacity expansion depends on networking gear that is largely sourced from Chinese vendors. Watch whether the administration grants carve-outs or a phased timeline, and how Microsoft and other hyperscalers adjust procurement.