--- title: The US wants Chinese optics out of its AI data centres.... description: The FCC is drafting a ban on new Chinese optical transceiver imports, citing data security concerns. Research firm Counterpoint warns the rule will backfire on... canonical: https://daily.dev/posts/the-us-wants-chinese-optics-out-of-its-ai-data-centres-amazon-and-microsoft-pay-first--r13vn04yz twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first. | daily.dev og:description: The FCC is drafting a ban on new Chinese optical transceiver imports, citing data security concerns. Research firm Counterpoint warns the rule will backfire on... og:url: https://daily.dev/posts/the-us-wants-chinese-optics-out-of-its-ai-data-centres-amazon-and-microsoft-pay-first--r13vn04yz og:image: https://api.daily.dev/og/posts/R13vn04yZ.png og:image:alt: The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first. og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # The US wants Chinese optics out of its AI data centres. Amazon and Microsoft pay first. **[The Next Web](https://daily.dev/sources/tnw)** · 5 min read · 0 upvotes · 0 comments ## Summary The FCC is drafting a ban on new Chinese optical transceiver imports, citing data security concerns. Research firm Counterpoint warns the rule will backfire on US hyperscalers like Amazon and Microsoft, which depend on Chinese suppliers for roughly two-thirds of global optical transceiver supply — and over 60% of the high-speed 800G modules AI clusters require. Chinese firms Innolight and Eoptolink saw shares drop 14–16% on the news, while Western rivals like Coherent and Marvell rallied despite losing major customers. Analysts say Western manufacturers cannot fill the supply gap within one to two years, risking hardware bottlenecks for major cloud operators. China responded the same day with countermeasures targeting drone exports, adding US entities to a sanctions list, and opening national security reviews of imported software and equipment. The transceiver ban remains a draft, and the FCC has previously softened similar rules. ## Full article daily.dev links to this article rather than hosting it. 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