Caybles Signal
Analysis from the research desk: the regulations, the policy makers and the market forces shaping Chinese technology — decoded for global teams.
Nov 5, 2026
China's AI week: a governance agenda from the NDRC, DeepSeek's record round and a safety turn at WuzhenThe NDRC set out China's AI governance agenda for the 15th Five-Year Plan period, DeepSeek closed a record $15.8 billion round, and Tencent shipped safety-filtered open weights — the week in Chinese AI policy and markets.
Nov 4, 2026
Caybles MCP: connect China policy intelligence to Claude, Cursor or ChatGPTThe Caybles MCP server puts the China Tech Policy Tracker directly inside AI agents — search official CAC, MIIT, NDRC and MOFCOM documents, pull analyst commentary, and fetch market snapshots, with every result linked to its primary source.
Nov 3, 2026
Why the US government is removing DeepSeek — and what it signals for everyone elseA DHS determination signed in July 2026 and disclosed in October orders DeepSeek off most federal systems. What the order covers, what it deliberately does not, and why procurement offices far beyond Washington are treating it as a template.
Nov 2, 2026
Can EU companies legally use DeepSeek? The GDPR, the AI Act and the 2026 bans, explainedNo EU-wide law bans companies from using DeepSeek, but data-protection regulators have moved against it country by country. What the GDPR exposure, the EU AI Act and the self-hosting workaround mean in practice.
Oct 29, 2026
China's AI rules and the EU AI Act: a side-by-side comparison (2026)China regulates AI application by application through filing, labelling and security-assessment rules; the EU AI Act regulates by risk tier. A side-by-side comparison of scope, enforcement, penalties and what each means for companies operating in both.
Oct 28, 2026
Chinese AI firms invoke safety for the first time — what changed, and what to watchSafety language, once imported by Chinese AI firms mainly for export-market audiences, is now being invoked domestically — backed by an ethics-review pilot, draft rules for human-like AI and a hardening standards regime. Why the shift happened, and how to read it.
Oct 26, 2026
The best sources for tracking Chinese tech policy in 2026From ministry publications to analyst newsletters and legal translation projects — the sources practitioners actually rely on to track Chinese technology regulation, and how to combine them without drowning.
Oct 22, 2026
What is the CAC? China's cyberspace regulator, explainedThe Cyberspace Administration of China (CAC) is the country's central internet regulator and the body behind its AI, data and content rules. What it is, what powers it holds, and why it is usually the first name on Chinese tech regulation.