According to CoinMeta, and as reported by China News Service, the U.S. government is drafting a ban to prohibit the import of data center components from new Chinese models in order to protect the critical infrastructure that supports the development of artificial intelligence. Industry analysts believe that it is unlikely for the United States to strictly prohibit the import of Chinese optical modules, as the construction of AI in the U.S. cannot do without Chinese optical modules. Among the top 10 global optical module manufacturers, 7 are Chinese companies, and Chinese manufacturers account for 70% of the shipments of high-speed optical modules. If Chinese optical modules cannot be obtained, the progress of AI infrastructure construction by major U.S. cloud providers will be affected. In addition, there have been similar reports in the past, and it is difficult to determine the authenticity of such information, so there is no need for excessive suspicion. Even if the news is true, the impact can be controlled based on past responses.