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CNBC Tech

Hidden China risks are emerging in America’s multibillion-dollar AI data center boom

Thursday, September 3, 2026


U.S. AI data centers use transformers, batteries, and optical equipment sourced from or linked to China, according to industry analysis. The Biden and Trump administrations have both moved to restrict foreign equipment in critical infrastructure. The extent of China-linked component reliance in active AI facilities remains unquantified.

Original reporting: https://www.cnbc.com/2026/09/03/us-ai-data-centers-china-supply-chain.html

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