Rohan Paul
@rohanpaul_ai
FT: So much focus in China on hardware independence. Now its weighing curbs on Broadcom switches that may account for up to 90% of state-backed data-centre deployments.
China’s State-owned Assets Supervision and Administration Commission has spent recent weeks surveying Broadcom use across state-controlled data centres.
The review targets a crucial layer of AI infrastructure: high-speed switches that move data between accelerators during training and inference.
