United States — United States Department of Commerce & DeepSeek

United States — United States Department of Commerce: Placed Z.ai on entity list, restricting its access to U.S. technology; its policies are relevant to the event.

DeepSeek: Chinese AI company accused of IP theft; its models are available on World Liberty Financial, adding to the controversy.

United States — United States Department of Commerce: The department approved licenses for H200 shipments and loosened controls on the UAE, but faced criticism for not adding Chinese firms to the Entity List.

DeepSeek: DeepSeek was among the firms the Commerce Department held off adding to the Entity List to avoid escalating tensions.

United States — United States Department of Commerce: The United States — United States Department of Commerce oversees export controls and has approved approximately 10 Chinese firms to purchase Nvidia's H200 chips, while also setting security requirements for these sales.

DeepSeek: DeepSeek is a Chinese firm that increasingly touts its reliance on domestic chips, including those developed by Huawei, as China pushes for self-sufficiency in AI technology.

United States — United States Department of Commerce: The Department of Commerce issued guidance in May to curb chip diversion and provides oversight for Nvidia's compliance efforts, reinforcing U.S. export controls.

DeepSeek: DeepSeek is reportedly among firms that may be granted access to Nvidia's H200 chips for AI training, subject to restrictions.

United States — United States Department of Commerce: Deferred adding CXMT to Entity List, but may face pressure to restrict U.S. purchases of its chips.

DeepSeek: AI startup, may file for IPO; CXMT's success could boost sentiment for AI-related listings.

United States — United States Department of Commerce: The United States — United States Department of Commerce imposed export controls on Anthropic's Fable 5 and Mythos 5 AI systems, citing security concerns, which has created a dispute with Anthropic.

DeepSeek: DeepSeek is a Chinese AI startup that Anthropic previously warned had employed distillation to develop its own models, indicating a pattern of such activities from Chinese firms.