China is considering tightening export controls on its own artificial intelligence models and chip designs, the Financial Times reported late Monday, in what would be a striking mirror image of Washington's technology restrictions. Reuters picked up the report early Tuesday, noting it could not independently verify it.

Who is in the room

The consultations are led by China's Ministry of Commerce, which has been talking to the country's leading AI players — Alibaba, ByteDance and Zhipu AI were named — about how to keep China's advanced technology and its most promising startups out of Western hands.

Four measures under discussion

According to the report, the options include: limiting the transfer overseas of key data used to train Chinese AI models; restricting foreign users from downloading Chinese model weights; preventing overseas chipmakers — Qualcomm and TSMC were cited — from manufacturing advanced semiconductors based on designs by Chinese firms such as Huawei, Alibaba and ByteDance; and screening foreign acquisitions of strategic technology companies, with agentic AI singled out as a sensitive area. That last measure is reportedly aimed at closing the loophole exposed by Meta's roughly $2 billion acquisition of agent startup Manus, a deal that was later reversed.

The open-weight paradox

The timing is loaded. Chinese open-weight models are in their strongest position ever — Moonshot's Kimi K3 topped a major coding leaderboard this month with weights promised by July 27, and Alibaba's Qwen family anchors developer stacks worldwide. Restricting weight downloads would directly undercut the distribution strategy that made those models globally competitive, which may explain why the measures remain consultations rather than policy.

Not yet law

Nothing has been adopted. The FT describes deliberations, and the language is "considering" throughout. But the direction of travel is clear: after years of absorbing US export controls, Beijing is drafting its own.