中国商务部正起草规则，阻止最先进的AI模型与芯片设计流向西方，已向阿里巴巴、字节跳动和智谱征求意见。规则涵盖训练数据出境、外国人下载模型权重，并可能阻止高通、台积电为华为或阿里设计制造先进芯片，以及禁止外资收购中国AI智能体初创公司。此举背景是中国模型（如Kimi K3）已接近美国水平，北京希望像华盛顿限制中国一样实施对等控制。
🇨🇳 wow. China is drafting rules to stop its most advanced AI and chip designs from reaching the West.
Regulators at the Ministry of Commerce have asked Alibaba, ByteDance and Zhipu how to keep frontier work home.
The talks cover training data leaving the country and whether foreigners can still download model weights.
Chinese customers would keep full access, but the raw building blocks would stay inside China.
Beijing worries because its top models are open-weight, so anyone can download and run them locally.
After Kimi K3, the gap with America has nearly closed, and China now sees itself in front. So it wants the same controls Washington has used against it.
The chip side goes further.
It would block Qualcomm and TSMC from making advanced chips based on Huawei or Alibaba designs.
Another move would stop foreign buyouts of agentic AI startups.
That follows Meta's $2B purchase of Manus, which Chinese authorities later forced to unwind.
Companies warn the limits could slow their progress and cost China the race.
The rules may enter China's next export catalogue, its largest revision in years.
The real shift is psychological, because Beijing now guards AI like it once guarded rare earths.
Openness was the underdog's strategy, and China no longer sees itself as one.
Axios: Trump administration weighs restrictions while businesses move to lower-cost Chinese AI. Such a move would hand OpenAI and Anthropic near-total control of the market. American companies are turning more and more to Chinese open-weight models because they work and they’re cheap on the API side. These open-weight models can be run on private infrastructure, allowing businesses to change models and monitor private business data. US Security officials are concerned that foreign code, bad training decisions or covert behaviors could threaten users and vital systems. US Commerce had talked about putting Chinese AI labs on its Entity List, which would make it harder for Americans to get to them without a license. Officials also talked about rules on liability requirements and public pressure against US businesses using the system. But those plans were killed by officials who cared about innovation, because they believed that imposing limits on them would harm competition and slow AI development in the United States. Since then, many vocal critics of the release have left and the stronger Chinese releases have increased national security concerns.在 X 查看被引用的帖子
来源：Rohan Paul · x.com