Chinese firms supply two-thirds of global optical transceivers as U.S. AI scrutiny rises

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  • Washington is increasing scrutiny of Chinese equipment used in U.S. AI data centers.
  • China supplies over 40% of U.S. battery imports and roughly two-thirds of global optical-transceiver units.
  • U.S. data-center capacity is forecast to rise from 62 GW in March 2026 to 152 GW by 2030.
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Chinese firms supply two-thirds of global optical transceivers as U.S. AI scrutiny rises - CoinPost Terminal