- Will DeepSeek be added to the Chinese Military Companies list by June 30, 2027?27¢27 %
- Will Moonshot AI be added to the Chinese Military Companies list by June 30, 2027?22¢22 %
- Will ByteDance be added to the Chinese Military Companies list by June 30, 2027?16¢16 %
- Will Xiaomi be added to the Chinese Military Companies list by June 30, 2027?13¢13 %
1 %26,5 %DeepSeekVol. 48,4 K $
3 %21,5 %Moonshot AIVol. 20,9 K $
7 %15,5 %ByteDanceVol. 61,3 K $
12,5 %XiaomiVol. 78,3 K $
The June 2026 Pentagon update added 65 entities to the Section 1260H list (now 188 total), explicitly targeting commercial firms engaged in military-civil fusion across AI infrastructure, semiconductors, EVs, batteries, lidar, humanoid robotics, and biotech. This shift from legacy defense contractors to companies like Alibaba, Baidu, BYD, Unitree, and WuXi AppTec (later removed via court order) reflects expanded criteria for dual-use capabilities and U.S. operations. Traders price higher odds for DeepSeek and similar frontier LLM developers due to their advanced model releases, potential IPO timelines, and alignment with ongoing DoD scrutiny of PRC AI progress, while Xiaomi and ByteDance draw attention for hardware and data ecosystem exposure. The next annual review before the June 2027 procurement deadline, alongside litigation outcomes and any new executive or congressional mandates, remains the key swing factor.
Reguli
This market will resolve to "Yes" if the specified company is added to the list entitled “Entities Identified as Chinese Military Companies Operating in the United States in Accordance with Section 1260H of the William M. (Mac) Thornberry National Defense Authorization Act for Fiscal Year 2021” by June 30, 2027, 11:59 PM ET. Otherwise, this market will resolve to "No". A qualifying addition occurs when the specified company that was unnamed in the list on June 8, 2026 (available here: https://www.war.gov/News/Releases/Release/Article/4511232/dow-releases-list-of-chinese-military-companies-in-accordance-with-section-1260/) appears on an updated official Section 1260H list. A qualifying addition must be reflected in a subsequent list published by the U.S. Department of Defense in the Federal Register or on its official website, in an official DoD announcement or Federal Register notice of addition. Addition of a subsidiary or parent company of the specified company will qualify. An addition will qualify regardless of whether it is later retracted or withdrawn. For the purposes of this market, a company’s status will be entirely determined by its presence on the aforementioned list. If the company is added but its status is unenforced, the addition will still qualify. If no qualifying announcement or list republishing occurs by June 30, 2027, 11:59 PM ET, this market will resolve to “No”. The resolution source for this market will be a consensus of credible reporting and official information from the Department of Defense (https://www.defense.gov) (a.k.a. Department of War, https://www.war.gov).