Sources: Microsoft is among a group of companies lobbying the Trump administration to halt the FCC's plan to ban imports of Chinese optical transceivers
THE SO WHAT
Big cloud players lobbying against a ban on Chinese optical transceivers highlights how fragile and geographically concentrated data center supply chains still are. If your infra depends on high-speed optics, assume policy risk is now part of your BOM—map alternative suppliers and stock strategies before restrictions bite.
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