US weighs ban on Chinese AI data-center components; Microsoft warns of supply-chain disruption

Washington is considering prohibiting Chinese-made components in AI data centers on security grounds, a move that would mark a significant escalation in tech decoupling. Microsoft warns the ban could disrupt supply chains and delay U.S. digital infrastructure expansion, highlighting industry pushback. The policy's scope and timeline remain uncertain, but it signals tightening export controls beyond current restrictions.

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