In Brief The US-China AI fight is moving deeper into the data-centre supply chain. The US-China AI fight is moving deeper into the data-centre supply chain. If chips are the muscle of AI infrastructure, optical networking is part of the nervous system. It will read it as another attempt to slow Chinese AI infrastructure and protect US suppliers. We recently looked at modular AI data-centre pods and the compute crunch, and at memory shortages caused by AI data-centre demand.