It is typical that they conflated the website chat interface to DeepSeek-hosted inference with Amazon and other hyperscaler inference, and self-hosted / on-prem inference. Of course they also confused testing vs production, and left grey what is means when another company re-spins an open weight model (e.g. Cloudflare Clef is Alibaba Qwen derived).

They haven't officially banned Qwen, Kimi etc, but the same risks apply, and I think a ban is coming (certainly is in the USA). It is quite possible for any or all of these models to have a Ken Ritchie style self-propagating back door[1] or a simple phone home baked into the weights[2], and possibly triggerable misalignment in specific circumstances caused by poisoned training data.

[1] https://dl.acm.org/doi/10.1145/358198.358210 [2] https://news.ycombinator.com/item?id=50159245