With FCC ban on new Chinese-made optical transceivers for DCs likely, it may be time to stock up

A likely US administration ban on Chinese optical transceivers for AI data centers may have an unintended consequence: IT will rush to buy as many of the components as possible before restrictions kick in. Reuters on Tuesday reported that the US Federal Communications Commission (FCC) “is working on the measure to bar imports of new Chinese optical transceivers” and that officials hope to publish and implement it this year. The report, from unnamed sources, said that the official rationale is “t