FT: China weighs curbs on Broadcom switches used in up to 90% of state-backed data centers
rohanpaul_ai · x · 2026-09-23
Per the Financial Times, China is weighing curbs on Broadcom high-speed switches, which may account for up to 90% of deployments in state-backed data centers. The State-owned Assets Supervision and Administration Commission has spent recent weeks surveying Broadcom use across state-controlled data centers, extending its hardware-independence push to the networking layer of AI infrastructure.
Related event: FT: China Reviews Broadcom Switches, Up to 90% of State Data Centers(3 posts)→
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