China's potential AI export restrictions could raise costs for global firms. China's 2026 GDP growth below 1% at 0.1% YES, between 5% and 6% at 16.2% YES.

Beijing has made a slew of moves in recent months to gatekeep its cutting edge and cost-efficient models.

China is considering tighter controls on overseas access to advanced AI models, balancing innovation, national security, and global AI competition.