Three people with knowledge of the matter said that Microsoft and other companies and industry groups are urging the U.S. government to halt its plan to ban imports of Chinese AI data center optical modules. Microsoft has explained the potential supply chain challenges to U.S. officials.
Applied Optoelectronics reported third-quarter results and issued fourth-quarter revenue guidance below market expectations. Its Hyperliquid AAOI contract fell as much as about 16% before recovering most of the losses.
