Rohan Paul (@rohanpaul_ai)T2·78 pts
- Expanded Scope: Bans shift from restricting only powerful Chinese AI models to prohibiting investments in any Chinese company developing AI systems.
- Hardware & Geopolitics: Adds restricted technologies like HBM and photonic chips; extends coverage from China to Russia, Iran, North Korea, and Cuba.
- Enforcement Mechanism: No official blacklist will be published; investors must conduct their own due diligence to avoid fines or forced divestment, primarily impacting VC/PE rather than public equities.