AI: The War Over Data Center Cables

AI, data centers, and U.S.-China rivalry: the next technology battle could be fought over optical transceivers, not just chips.

In this episode, we analyze the FCC’s potential action against Chinese components for artificial intelligence infrastructure, and the impact on suppliers, hyperscalers, national security, computing costs, and digital sovereignty.

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🤖 AI-generated content: the script, voices, and images in this episode were produced using artificial intelligence tools.

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