For three months, Anthropic's Claude Code was quietly checking whether the developer using it was in China or working through a Chinese AI lab, then hiding the answer inside the messages it sent home. Alibaba just banned the tool.
Commerce approved Alibaba, Tencent, ByteDance, JD.com and others for up to 75,000 H200s each. Zero deliveries. Beijing has told them to wait while it pushes domestic chips.
