Comment Re:That is one way to stop AI DC builds (Score 5, Insightful) 58
Some of the largest buyers of Chinese manufactured transceivers are the hyperscalers. The hyperscalers represent more than half of Zhongji Innolight's total revenue. While there may be other sources, blocking the purchase of Chinese manufactured transceivers may have a significant impact on the AI data center builds.
So, it's just another trump shakedown dressed up as national security then. He shakes this stick, mysteriously and completely coincidentally Anthropic and OpenAI and all the others pony up a few million in donations to his campaign or buy his crypto or gold shoes or whatever and all of a sudden the issue goes away