Investing.com -- 路透社周二报道，微软一直在悄悄游说特朗普政府放弃一项针对中国制造光模块的拟议禁令，警告称此举可能会使美国国内人工智能基础设施的建设瘫痪。这种抵制反映出大规模云服务商日益加剧的焦虑，即地缘政治限制的升级可能会扰乱关键硬件供应链，而这正值数据中心资本支出达到前所未有的高度之际。
Investing.com -- Microsoft has been quietly lobbying the Trump administration to abandon a proposed ban on Chinese-made optical transceivers, warning that the move risks crippling the domestic buildout of artificial intelligence infrastructure, Reuters reported Tuesday. The pushback reflects mounting anxiety among hyperscalers that escalating geopolitical restrictions could disrupt critical hardware supply chains just as capital expenditure on data centers reaches unprecedented heights.
这场监管争议的核心是光模块，这是一种关键组件，用于将电信号转换为光信号，以便在现代设施内通过光纤网络高速传输数据。政府官员正通过联邦通信委员会（FCC）推动阻止更新型中国产光模块的进口，理由是出于国家安全考虑，担心北京可能利用该硬件进行间谍活动、服务中断或恶意软件分发。
The regulatory dispute centers on optical transceivers, critical components that convert electrical signals into light to transmit data at high speeds across fiber-optic networks within modern facilities. Administration officials, working through the Federal Communications Commission, have moved to block imports of newer Chinese iterations amid national security concerns that Beijing could leverage the hardware for espionage, service disruptions, or malware distribution.
拟议中的限制给微软带来了直接的运营逆风。据市场情报公司 Cleanview 的数据，微软目前在美国有 35 个数据中心在建，另有 134 个处于规划阶段。面对这些巨大的资本承诺，这家科技巨头连同行业同行和贸易协会，已向决策者辩称，切断获取渠道将延迟部署，并最终削弱美国在全球人工智能竞赛中的领导地位。
The prospective restrictions pose an immediate operational headwind for Microsoft, which currently has 35 data centers under construction across the U.S. and an additional 134 planned, according to data from market intelligence firm Cleanview. Facing these expansive capital commitments, the tech giant, alongside industry peers and trade associations, has argued to policymakers that cutting off access would delay deployments and ultimately undermine American leadership in the global AI race.
为了阐明观点，据知情人士透露，微软代表于 9 月与白宫科技政策办公室和国家安全委员会的官员会面，详细说明了预期的供应链后果。路透社援引这些未公开的会谈称，这凸显了决策者面临的微妙平衡，即国家安全目标与国内科技行业对实体基础设施的需求日益发生冲突。
To press the point, Microsoft representatives met in September with officials from the White House Office of Science and Technology Policy and the National Security Council to detail the anticipated supply chain fallout, according to sources familiar with the discussions cited by Reuters. The undisclosed talks underscore the delicate balance facing policymakers as national security objectives increasingly clash with the physical infrastructure demands of the domestic technology sector.
监管审查之际，超大规模运营商已在应对当地电网日益紧张、冷却用水消耗以及公众对公用事业价格飙升日益增长的抵制等不利因素。对此，北京作出强硬回应，中国驻美大使馆告诉路透社，坚决反对美国泛化国家安全概念以打压本国企业。
The regulatory scrutiny arrives as hyperscale operators already navigate tightening headwinds around local power grids, cooling water consumption, and mounting public resistance to utility price spikes. For its part, Beijing responded sharply to the potential curbs, with the Chinese embassy in Washington telling Reuters it firmly opposes the U.S. overstretching national security concepts to suppress its domestic enterprises.