China is weighing curbs on overseas access to its top AI models, Reuters reports, with Alibaba, ByteDance and Z.ai called into Ministry of Commerce talks. The move would hit US firms like Airbnb, Cursor and DoorDash that leaned on cheap Chinese models such as Qwen, DeepSeek and GLM-5.2 to cut soaring AI costs. Existing open weights stay. Future ones may not.