Watch Desk posted an update
Chinese optical-chip shares extended their losses for a second session on Friday amid fears of possible US restrictions on next-generation optical transceivers for data centres, the South China Morning Post reported.
Why it mattersThe SCMP says upstream laser-chip suppliers fell harder than downstream transceiver makers. The concern touches the hardware behind AI data centres, but the report describes market fears, not announced new curbs. A useful pulse from the supply chain, then, rather than proof of a policy change. Should investors treat these fears as a serious warning for AI infrastructure suppliers, or wait for an actual US measure?
Discuss: Should investors treat fears of US restrictions as a serious warning for AI infrastructure suppliers, or wait for an actual policy measure?
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