The Trump administration is developing new restrictions to prevent Chinese companies from remotely accessing advanced AI chips in overseas data centers. This measure is part of ongoing efforts to limit China’s technological advancement and ensure national security. It could affect major Chinese tech firms such as Alibaba and complicate their removal from the U.S. Chinese Military Companies list. U.S.-China relations, already tense, are expected to further deteriorate. Market pricing for Alibaba’s removal by June 30, 2027, has slightly decreased from 18% to 17.5%.
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