Marco andrea@passaglia.it
The Bellwether

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FCC moves to sever Chinese telecoms from US internet backbone

str 8 4/11/2026 · 1 article
structural · investment · telecoms, regulation, trade · US, CN
Analysis

The FCC's proposed expansion from banning Chinese carriers' retail services to barring them from operating US data centers and interconnecting with US carriers represents a qualitative escalation: Washington is now targeting the underlying internet infrastructure layer, not just consumer-facing services. China Mobile, China Telecom, and China Unicom face potential full exit from the US market. The structural implication is that the US-China internet is moving toward hard segmentation at the infrastructure level — a precursor to a bifurcated global internet architecture where interconnection itself becomes a national security instrument.

Key actors
FCCChina MobileChina TelecomChina Unicom
Bellwether · 2026 Marco