$BTC
🇺🇸🇨🇳 America's AI boom runs on a Chinese part, and Microsoft is begging Trump NOT to ban it.

It's called an optical transceiver. It connects the servers inside data centers, and China makes two-thirds of the world's supply.

Washington fears Beijing could use them to steal data or shut U.S. data centers down.

Microsoft says a ban could freeze the whole buildout, leaving billions in AI chips with nothing to plug into.

One of the top Chinese suppliers is even on the Pentagon's list of military-backed companies.

The plan to beat China in AI depends on China shipping the parts. How ironic is that?

Source: Reuters

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