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On April 7, 2026, the U.S. Federal Communications Commission (FCC) said it may ban major Chinese companies—including China Mobile, China Telecom, and China Unicom—from operating data centers in the United States. It also said it could stop U.S. telecom companies from connecting to these Chinese operators.
This decision signals a shift into a new phase of conflict between national security requirements and the structural dependence of the U.S. market on Chinese telecommunications infrastructure.
The restrictions cut off PRC access to infrastructure where corporate data, government contractors’ information, and cloud service workloads are concentrated, thereby turning control over information flows into a core security instrument.
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