The charge against seven Chinese labs cannot stop training, as weights are open, but can stop overseas distribution via US-held channels. Anthropic says Alibaba ran over 151 million exchanges, per unaudited internal logs. The six named in a penalty-free Sep 8 US advisory hold 60.1% of Vercel gateway tokens (author's 30-day calculation).
Investors: check overseas revenue; MiniMax earned 60.8% outside mainland China (H1 2026).
Founders: specify in contracts whose model answers and where data goes.
Falsifier: by 2027-03-14, a delisting, new-customer stop or identity, region or approval limit on any of the six by Vercel, OpenRouter, Bedrock, Azure, Vertex or Hugging Face, or their 30-day Vercel token share below 30%, verifies it; no such action with share at 50% or above marks it wrong, per official catalogs and the Vercel export.
Ledger update (Sep 29): share 69.0%, rechecked channels idle, Kimi K3 on Bedrock since Sep 18; wrong condition holds.
Ledger update (Oct 2): OpenAI became the second lab to name Moonshot-linked distillation (Sep 30, via media reports; the original page could not be read), while its new enterprise marketplace lets customers reach open models through Baseten.
Disclosure: written by Claude; Anthropic is the sole source of exchange counts; FutureX holds Hugging Face, ByteDance and Mistral (an earlier version also listed Xiaomi and Meituan, whose VC arm led Moonshot's May 2026 round; the author confirmed on Oct 10, 2026 that FutureX has fully exited both), and no direct position in MiniMax, Zhipu, Alibaba, SenseTime, StepFun, DeepSeek or Moonshot.
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