Policy desk

Automakers can apply for the second batch of the L3 access pilot to obtain conditional approval

Compute capacity in Germany will expand significantly by 2030, giving companies deploying AI training or inference in Germany more local compute supply

Companies publishing content to the Indonesian market will need to label AI-generated content once the rules take effect

M- and N-category vehicles with L3/L4 autonomous systems must comply with the mandatory standard before 1 July 2027 or cannot be sold.

SMEs and developers in Malaysia can access lower-cost compute via NACX, reducing AI R&D and deployment spend

Federal civilian agencies and their suppliers cannot deploy or retain DeepSeek products or third-party services built on them in government IT systems.

Advanced manufacturing SMEs can apply for funding support to lower the cost of deploying AI tools

Companies serving or deploying systems within DHS cannot use DeepSeek models.

Federal civilian agencies using DeepSeek models or services must stop and switch to alternatives.

Generative AI medical device developers can submit feedback during the open docket period and directly shape the future regulatory framework.

Mountain scenic areas in Shandong present procurement and deployment opportunities for hiking-assist robot vendors

The designated entities have US assets frozen and are barred from any transactions with US persons, cutting off funding and partnership channels immediately

Federal civilian agencies must stop procuring and using DeepSeek AI products and services, with existing tools and contracts affected

Vendors serving US federal agencies must audit and remove DeepSeek technology or derivative components integrated in their products.- Third-party services built on DeepSeek (fine-tuned, distilled, or packaged) are also covered; companies with US government business need to plan model replacement.- Chinese AI models face tighter access to the US federal market; DeepSeek-dependent go-to-market strategies need reassessment.

Companies selling to US federal agencies or their suppliers must verify their tech stack contains no DeepSeek or derivative models.

Vendors and integrators in federal civilian supply chains must identify and replace products built on DeepSeek.- Companies building on Chinese open-source models face procurement restrictions when targeting US government customers.- Tightening two-way controls between the US and China raises compliance scrutiny for Chinese AI firms operating in the US and vendors with ASEAN footprints.

Procurement of DeepSeek-origin or DeepSeek-architecture-based hardware, software, and services to U.S. federal civilian agencies is prohibited, blocking related contracts immediately.

Companies selling to US federal agencies must confirm their supply chains contain no DeepSeek components or risk losing procurement eligibility

Companies selling to the U.S. government or federal contracting ecosystem must audit and remove components based on DeepSeek implementations or face contract compliance risk.- Third-party vendors fine-tuning or building on DeepSeek models are explicitly covered; derivative implementations cannot be used for federal work.- Firms in the China-U.S. AI supply chain must assess U.S. market access restrictions and adjust their tech stack to meet procurement requirements.

Federal software vendors must audit which open-weight models are embedded in products sold to civilian agencies and demonstrate supply chain compliance to keep contracts

Models exceeding 2T parameters or 10^26 FLOPS training compute will require export approval, and public open-source releases could be restricted — release strategies must be re-evaluated

Providers of high-risk AI systems that implement EN 18286 gain a presumption of conformity with Article 17 QMS requirements

Commerce and manufacturing companies can apply for inclusive computing power, 'specialised and sophisticated' enterprise status, and fiscal support under the 'AI + Manufacturing' action.

Companies offering AI-generated content or products in Indonesia will need to build labelling capability into their outputs once the rule takes effect.

Transfers of AI technology, models or related technical materials abroad (including to ASEAN) will require prior export licences, raising deal timelines and compliance costs

Exporting non-public large model, agent, or computing cluster technologies via licensing, sale, or weight delivery requires interim registration with MOFCOM during the transition; in-flight transactions are also covered, with no grandfathering.

Automakers and ADAS suppliers must audit all marketing materials, manuals, and launch statements to remove exaggerated claims or wording that downplays driver responsibility

Microsoft's UK bundling and default-install practices, including Copilot, face regulatory intervention risk; enterprises relying on the Microsoft ecosystem could gain more supplier choice

Export of large models, AI agents and computing cluster technologies would become restricted, so cross-border licensing, partnerships and deployments need export-control review

Export of model weights, source code, and training methods above the 10^26 FLOPs or 2 trillion parameter thresholds will require approval before release, delaying or blocking cross-border collaborations