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New Chinese optical transceivers face U.S. ban under Trump administration, Shay Boloor warns

New Chinese optical transceivers face U.S. ban under Trump administration, Shay Boloor warns
Trump targets Chinese tech for AI ban

Shay Boloor reports that the Trump administration is preparing to ban new Chinese optical transceivers, which are essential networking components within AI data centers.

According to Boloor, the aim is to prevent Chinese hardware from becoming integrated into U.S. AI infrastructure. This move may affect companies such as AAOI, LITE, COHR, and CRDO.

Boloor has recently reported elevated interest in technology and AI sectors. Polymarket odds of Anthropic reaching a $2 trillion valuation by year-end climbed to 47 percent, according to his earlier coverage. In another report, Boloor noted strong investor demand in SKHY's U.S. IPO, with subscriptions several times higher than available shares earlier this month.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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