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The original China shock ran through manufactured goods. The parallel being drawn now is that the next runs through model weights.
When a country adopts a Chinese open-source AI model, the argument holds, the acquisition includes Chinese standards and governance frameworks alongside the inference capability.
The constraint sits several layers below where technology policy typically operates.
A model reflects the data it was trained on, the objectives its developers optimized toward, and the regulatory environment that defined acceptable outputs at training time.
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