China Weighs Curbs on Broadcom Switches Behind Up to 90% of State Data Centers
rohanpaul_ai · x · 2026-09-23
Per the FT, China's SASAC has been surveying Broadcom usage across state-controlled data centers and is weighing curbs on Broadcom switches that may account for up to 90% of state-backed data-center deployments. The review targets high-speed switches moving data between accelerators during training and inference, extending China's hardware-independence push from chips to the networking layer.
Related event: FT: China Reviews Broadcom Switches, Up to 90% of State Data Centers(3 posts)→
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