China exempts overseas AI model APIs from draft export rules
Beijing keeps cross-border cloud calls unrestricted while restricting physical transfers of weights for models above two trillion…
Company watch
All companies →DeepSeek
Every EAB briefing that touches DeepSeek — capital spending, plants, M&A, earnings and policy exposure. 3 briefings.
- First seen
- September 12, 2026
- Latest
- October 24, 2026
- With a linked document
- 3 of 3
- Subject of the briefing
- 2
- Named as exposed
- 1
- Desks
- Trade & Policy (2), Semiconductors (1)
China MOFCOM restricts AI model and chip IP export transfers
The proposal adds 23 artificial intelligence technologies to the national control list while requiring immediate registration for…
DeepSeek cuts AI memory use 75%, rattling global chipmakers
The Chinese startup compressed key-value cache memory in its DeepSeek-V4.1-Flash model, erasing up to 3.5% of market value at…