China's SASAC finds Broadcom switches in up to 90% of state data centers and may push them out
Financial Times via Reuters/Investing.com (corroborated by Benzinga and The Standard)·medium signal
The FT reports that China's State-owned Assets Supervision and Administration Commission has spent recent weeks surveying Broadcom switch deployment across state-controlled data centers and found Broadcom could make up as much as 90% of the equipment. SASAC may issue informal guidance to cut Broadcom use under the 'domestic chips for domestic use' campaign. Nvidia is already barred from these facilities, so networking would be the next layer of the AI stack China decouples.