[U.S. AI data centers rely on China-linked supplies](https://www.cnbc.com/2026/09/03/us-ai-data-centers-china-supply-chain.html) of transformers, batteries, and optical gear as Washington tightens foreign restrictions. This is the supply chain risk that makes Greg Abel's permitting pushback look like a warm-up act. Hyperscalers can't build faster than they can source — and that sourcing pipeline just got a geopolitical deadline.

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