Headline: Китайские технологические компании обучают ИИ за пределами страны, игнорируя экспортные ограничения на чипы Translation: Chinese tech companies train AI abroad, circumventing export restrictions on chips.

Large tech companies from China have learned to circumvent restrictions on the supply of Nvidia’s flagship chips. They are training their AI models overseas, according to sources cited by the Financial Times.

Alibaba and ByteDance are among those firms seeking assistance from data centers in Southeast Asia.

The report highlights that following the implementation of restrictions on the supply of H20 chips in April, there has been a steady increase in AI model training in offshore locations where data centers are managed by non-Chinese companies.

DeepSeek is not included in this list of companies, as it managed to accumulate a substantial stock of Nvidia chips before the export bans were enacted. The startup is also collaborating with domestic semiconductor manufacturers, led by Huawei, to optimize and develop the next generation of Chinese AI chips.

The Pentagon has requested that Alibaba, Baidu, and BYD be added to the list of companies assisting the Chinese military. This was reported by Bloomberg, which refers to a letter sent to the U.S. Congress.

On October 7, Deputy Defense Secretary Stephen Feinberg sent the document to the heads of the House and Senate Armed Services Committees.

He stated that the three mentioned companies, along with five others—Eoptolink Technology, Hua Hong Semiconductor, RoboSense Technology, WuXi AppTec, and Zhongji Innolight—should deserve inclusion in the 1260H list, which names firms connected to the Chinese military and operating in the United States.

«In the course of analyzing the latest available information, the department identified eight organizations that, under the law, should be classified as ‘Chinese military companies’ and included in the 1260H list,» Feinberg wrote in his letter.

On October 30, a summit took place between Donald Trump and Xi Jinping, where the two leaders agreed on a package of measures, including tariff reductions and commitments to suspend certain export control initiatives.

Representatives from Alibaba stated that there are «no grounds» for its inclusion in the 1260H:

«[The company] is not a Chinese military company and does not participate in any military-civil fusion strategy.»

The inclusion of several well-known Chinese companies in January led to a sell-off of their shares, affecting Tencent and Contemporary Amperex Technology, which produces batteries for Tesla. In total, the document lists more than 130 organizations, including airlines, construction companies, hardware manufacturers, and others.

Being included in the 1260H has various repercussions for a company, such as restrictions on contracting with the U.S. Department of Defense, potential risks of being added to other lists, reputational damage, and increased compliance costs.

It should be noted that by 2027, the implementation level of national artificial intelligence in China is expected to reach 70%, and by 2030—90%. These goals are outlined in a new government directive.