MSFT - MICROSOFT WARNS CHINESE COMPONENT BAN COULD HALT US AI DATA-CENTER EXPANSION Microsoft (MSFT) is urging the Trump administration to abandon plans to ban Chinese optical transceivers, warning that supply disruptions could severely delay US AI infrastructure projects, Reuters reports. Microsoft currently has 35 US data centers under construction and another 134 planned, while China controls roughly 67% of the global optical transceiver market. US competitors Coherent (COHR) and Lumentum (LITE) lack the production scale to replace Chinese suppliers.(彭博社)