Optionality
constrained — founder-controlled but compute export-locked and carrying reported PLA / state-lab ties; two new pulls in opposite directions since 2026-07-26: (a) China has eased chip controls to grant conditional H200 access (loosening), while (b) the US NDAA FY2026 now mandates removing DeepSeek from DoD/Intelligence-Community systems and Australia has directed government agencies to block DeepSeek products (both tightening market/legal access, though neither binds DeepSeek's own capital directly)
Sourced figures 5
- Wikipedia — DeepSeek (attrib. New York Times) dozens of researchers with PLA-lab / Seven Sons affiliations (NYT-reported, unverified)
- Google News RSS — DeepSeek GPU/export-control sweep (attrib. AsiaTechDaily/Reuters) China eases AI chip controls, granting DeepSeek conditional access to Nvidia H200s
- Wikipedia — DeepSeek US NDAA FY2026 mandates removal of DeepSeek AI from DoD and Intelligence Community systems (limited counterterrorism/counterintel exceptions)
- Wikipedia — DeepSeek Australia's Dept of Home Affairs directed agencies to prevent use/installation of DeepSeek products
- Google News RSS — DeepSeek $71B funding suspension sweep Founder Liang Wenfeng's own leaked remarks on the US-China compute gap triggered the funding-round pause — a self-inflicted optionality event, not external coercion
the working
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