Possible scenario
Rule Narrowed After Pushback
24%
0.0%
U.S. software vendors, trade groups, universities, and cloud platforms argue that the ban is overbroad because Chinese open-weight models may be embedded indirectly in code libraries, agents, or fine-tuned products. The administration keeps the core national-security ban but clarifies exemptions for research, local testing, and non-sensitive workflows.
What it moves
- Business Services+0.1%
- Technology+0.1%
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