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This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is urging the Trump administration to abandon proposed restrictions on Chinese-made optical transceivers, warning that the move could disrupt America's artificial intelligence infrastructure expansion. The dispute exposes a growing vulnerability for Microsoft and other technology giants: their enormous AI investments remain dependent on Chinese components that U.S. manufacturers cannot quickly replace. Warning! GuruFocus has detected 5 Warning Sign with MSFT. Is MSFT fairly valued? Test your thesis with our free DCF calculator.
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