By Luke Juricic
Publication Date: 2026-11-10 15:16:00
Investing.com — Microsoft has been quietly lobbying the Trump administration to abandon a proposed ban on Chinese-made optical transceivers, warning that the move risks crippling the domestic buildout of artificial intelligence infrastructure, Reuters reported Tuesday. The pushback reflects mounting anxiety among hyperscalers that escalating geopolitical restrictions could disrupt critical hardware supply chains just as capital expenditure on data centers reaches unprecedented heights.
The regulatory dispute centers on optical transceivers, critical components that convert electrical signals into light to transmit data at high speeds across fiber-optic networks within modern facilities. Administration…
