US banning Chinese data center devices may have 'unintended consequences,' BNP says (AVGO:NASDAQ)
· seekingalpha.com
Trump may ban Chinese optical transceivers in U.S. data centers—BNP warns of supply shocks, AI capex inflation, and winners/losers.
As reports swirl that the Trump administration is considering banning optical transceiver models from U.S. data centers, such a move could have “unintended co...