Tuesday, May 12, 2026

Sources: the Trump administration is quietly debating whether to ban Chinese-made cellular modules, as the US FCC pushes measures to reduce Beijing's threats (Demetri Sevastopulo/Financial Times)

Demetri Sevastopulo / Financial Times:
Sources: the Trump administration is quietly debating whether to ban Chinese-made cellular modules, as the US FCC pushes measures to reduce Beijing's threats  —  FCC chair Brendan Carr cracks down on goods from drones to routers despite trade thaw with Beijing



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...