The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first.

China’s two biggest optical module makers took a beating on Wednesday. Zhongji Innolight fell as much as 16%, according to the South China Morning Post. Bloomberg put the intraday drop at 14%. Eoptolink Technology slid with it. The trigger was a Reuters report that the FCC intends to halt imports of new models of optical […]
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