Its just AI, Michael, how much could it cost? 10 dollars?

Send us Fan Mail AI isn’t just changing software, it’s rewriting the rules around hardware, regulation, and power. We start with a report that the FCC is moving to restrict Chinese-made optical transceivers used in US AI data centers, and we unpack the real-world tradeoff between supply chain security concerns and the very practical problem of capacity. If you pull a key part out of the 800G optics market overnight, who actually fills the gap, and what breaks first? From there, the geopoliti...