Which allies? The ones the current US president is threatening in all sorts of manner?
I actually hope he doubles down. I would love for EU to rely less on the US. It would also reduce the reach of the silly embargoes that benefit no one but the US.
Hard to think they plan to, PRC strategic companies that gets competitive gets entity listed anyway. And CEO seems mission driven for AGI - if US going to limit hardware inevitably then nothing to do but go gloves off, and try to dunk on competition. At this point US can take deep seek off appstores but what's the point except to look petty. Eitherway, more technical ppl have pointed out some of the R1 optimizations _only_ make sense if Deepseek was constrained to older hardware, i.e. engineer at PTX level to circumvent H800 limitations to perfrom more like H100s.
Throwing this model out also gives US allies soverign AI a launchpad... reducing US dependency is step 1 to not being US allies.
If they sell software and build devices in China and then people from the US or our allies have to break our laws to import it, it seems like an us problem.
So long as they don't plan to do any business with the US or any of their allies I guess.