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AI & Enterprise

Trump regulation puts AI data centers on alert; costs could jump if Chinese equipment is blocked

The U.S. boom in building AI data centers is heightening supply-chain risks tied to reliance on Chinese power and optical communications equipment. If Washington tightens restrictions on national security grounds, shortages and higher costs could slow data center construction. Key components such as transformers, switchgear, batteries and optical transceivers depend heavily on China, while existing supply shortfalls for power equipment are already emerging, with limited near-term substitution capacity.

AI & Enterprise

CoreWeave backlog tops $100 billion; AI, power, server and memory stocks rise

AI infrastructure shares rose on Aug. 12 after CoreWeave, Super Micro Computer and Nebius Group reported quarterly results above market expectations. Nebius gained about 23 percent and CoreWeave rose about 19 percent. Investors focused on CoreWeave’s backlog, which topped $100 billion, up about 50 percent from the previous quarter, with another $25 billion in orders after quarter-end. Funding costs, and limits tied to power and cooling, remained key issues.

AI & Enterprise

U.S. weighs restricting China-made optical transceivers used in AI data centers

The Donald Trump administration is pushing measures to restrict key China-made components used to build AI data centers, expanding controls from semiconductors and AI models to data center network equipment. The U.S. government is reviewing limits on the domestic use of China-made optical transceivers, potentially through the Federal Communications Commission. Washington cites national security risks such as data leaks, malware and service disruption. Firms including Zhongji Innolight, Coherent and Lumentum are in focus.