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The U.S. Federal Communications Commission (FCC) is drafting a new ban to completely ban new optical communication modules manufactured by Chinese companies. After the news came out, it had a great impact on Chinese optical communication module manufacturers such as Zhongji InnoLight and Xinyi Sheng, but it was a huge benefit to major American manufacturers Lumentum and Coherent. Optical communication modules are located at both ends of the optical fiber link and are responsible for converting electronic signals into optical pulses and then restoring the optical pulses into electronic signals. From the perspective of the U.S. government, this poses potential risks to sensitive national security. In the AI data center, tens of thousands of GPUs require collaborative computing (GPU Cluster). It is the optical fiber network that is responsible for transmitting massive data with extremely low latency between server cabinets, and optical communication modules are connected at both ends. Optical communication modules are equivalent to the interface for optical fiber network transmission. FCC officials and network experts...
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