According to Reuters, citing three sources, Microsoft has been pressuring the Trump administration on November 11 to abandon plans for banning imports of new optical transceivers from China. Optical transceivers are critical components for AI data centers that transmit data at light speed through fiber cables. According to market intelligence firm Cleanview, Microsoft operates 35 data centers under construction in the United States and plans to build 134 more. Microsoft and other industry groups have argued the ban would delay data center construction and undermine U.S. competitiveness in AI competition with China.

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