Sunday, 09 August 2026 · World
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EUROS The World Financial Report
Nº 29 Sunday, 09 August 2026 · World Edition
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AI Cold War Catches Light: Federal Friction in the Server Rack

MarketBeat News Feed · 6h ago · 🇨🇳 China
AI Cold War Catches Light: Federal Friction in the Server Rack

A potential FCC ban on Chinese optical transceivers could disrupt data center supply chains, positioning Lumentum and Coherent as key beneficiaries amid surging AI infrastructure demand.

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