Qualcomm (QCOM) — AI News & Analysis

Every AI Agent Update story mentioning Qualcomm (QCOM), with our bullish / bearish read on each.

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Beijing drafts its own AI export controls — model weights are now a strategic asset

China proposes to control exports of frontier model weights, AI agents and chip design know-how — a mirror image of Washington's regime, with one elegant asymmetry: open-source models are exempt, and API access doesn't count as an export. The AI stack just got balkanized in both directions.

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