Trump's blacklist of Huawei has serious implications for Red Hat, Oracle, VMware and other huge US software companies

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Many enterprise software companies sell their tech to Huawei or partner with it. A Yale professor explains why they are caught in a quagmire.

Oracle and Microsoft declined to comment on their policies regarding Huawei. The other companies have yet to return Business Insider's request for comment.It's not clear that all of the relationships will be immediately cut off. But the blacklist prevents American companies from the"sale or transfer" of their technology to Huawei without a government license to do so, the Department of Commerce warns.tells Business Insider.

The Committee on Foreign Investment in the United States is a rather mysterious committee that reviews deals with foreign entities. Under Trump it has already"International business for the past 20 years has been built on agile cross-border value chains. Now, a big break in the circuit has been installed," as Bracken describes Trump's cold war on Chinese tech.

He says another impact of escalating tensions is that"Beijing fears US cyber penetration of their infrastructure as a counter to what China has done in the US and Europe," he said.

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