According to CoinMeta, Microsoft ($MSFT) warns that a ban on Chinese optical transceivers could hinder the expansion of US (AI) data centers. Microsoft urges the Trump administration to abandon this plan, warning that supply disruptions could severely delay US (AI) infrastructure projects. According to Reuters, Microsoft is currently building 35 data centers in the United States and plans to build another 134, while China controls about 67% of the global optical transceiver market. US competitors (Coherent) ($COHR) and (Lumentum) ($LITE) lack the production scale to replace Chinese suppliers.