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Microsoft presses Trump to scuttle ban on Chinese data center tech
reuters.com/business/media-telecom/microsoft-presses-trump-scuttle-expected-ban-chinese-data-center-technology-2026-11-10/

Microsoft reportedly wants Trump to keep Chinese AI data center components coming to the US
neowin.net/news/microsoft-reportedly-wants-trump-to-keep-chinese-ai-data-center-components-coming-to-the-us/

Riding the silicon photonics boom: In the semiconductor space, one of the hottest growth segments today is silicon photonics.
thestar.com.my/business/business-news/2026/11/09/riding-the-silicon-photonics-boom

Can AI data centers be mass-produced like cars? This startup aims to find out | TechCrunch
techcrunch.com/2026/10/30/can-ai-data-centers-be-mass-produced-like-cars-and-online-in-48-hours-this-startup-aims-to-find-out/

Tiny pluggable optical module boosts data center bandwidth 4x without extra hardware
interestingengineering.com/innovation/nvidia-cisco-12-8tbps-optical-module

US lawmakers aim to keep China's datacenter tech out of sensitive government systems
reuters.com/legal/litigation/us-lawmakers-aim-keep-chinas-datacenter-tech-out-sensitive-government-systems-2026-09-25/

US lawmakers aim to keep China's datacenter tech out of sensitive government systems
asiaone.com/world/us-lawmakers-aim-keep-chinas-datacenter-tech-out-sensitive-government-systems

Chinese LED, Display Firms Step Up Push Into Micro LED Optical Links Amid AI Data Center Boom
yicaiglobal.com/news/micro-led-finds-new-life-as-optical-interconnects-for-ai-data-centers-boost-demand

Hidden China risks are emerging in America’s multibillion-dollar AI data center boom
cnbc.com/2026/09/03/us-ai-data-centers-china-supply-chain.html

Starcloud raises $250 million for orbital data centers as launch options dry up: There's about to be a big fight to secure access to space.
techcrunch.com/2026/08/21/starcloud-raises-200-million-for-orbital-data-centers-as-launch-options-dry-up/

How a Japanese optics specialist is turning AI data-centre boom into a niche-market advantage
financialexpress.com/business/news/how-a-japanese-optics-specialist-is-turning-ai-data-centre-boom-into-a-niche-market-advantage/4315701/

Paid articlePaywall FCC proposes import ban on Chinese optical transceivers — blockade targets key AI interconnects as China holds 56% global market share
tomshardware.com/tech-industry/fcc-proposes-import-ban-on-chinese-optical-transceivers-blockade-targets-key-ai-interconnects-as-china-holds-56-percent-global-market-share

China Accounts for 56% of Global Optical Module Manufacturing; Short-Term Supply Chain Decoupling Unlikely Under Potential U.S. Restrictions, Says TrendForce
trendforce.com/presscenter/news/20260805-13169.html

Meet The Japanese Company Quietly Powering The AI Data Center Boom: As hyperscalers turn to light to transmit high volumes of data, optical testing firm Santec ...
forbes.com/sites/zinnialee/2026/08/03/meet-the-japanese-company-quietly-powering-the-ai-data-center-boom/

Elon Musk wins FTC approval to acquire Mesh Optical Technologies: The Federal Trade Commission cleared Elon Musk's proposed acquisition of a firm founded by ...
expressnews.com/business/article/bastrop-elon-musk-mesh-optical-acquisition-22325714.php

FTC clears Musk to acquire SpaceX alumni startup Mesh, the optical hardware company his data centers need
thenextweb.com/news/ftc-clears-musk-acquire-mesh-optical-spacex-data-centers

FTC gives Musk the OK to acquire SpaceX alumni startup Mesh: Mesh came out of stealth in February with a $50 million Series A.
techcrunch.com/2026/06/26/ftc-gives-musk-the-ok-to-acquire-spacex-alumni-startup-mesh/

Tiny "Fans-on-Chips" Could Cool Big Data Centers: xMEMS' chip could fit inside optical transceivers, a key piece of the AI boom
spectrum.ieee.org/data-center-cooling-xmems

Paid articlePaywall Applied Optoelectronics: The Bottom Is Not Likely In: Despite positive developments like Microsoft deal, Applied Optoelectronics stock price declined ...
seekingalpha.com/article/4702765-applied-optoelectronics-the-bottom-is-not-likely-in
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