11:57 AM PDT · June 8, 2026
The Pentagon has added Alibaba, Baidu, EV-maker BYD, and buzzy robotics company Unitree to a list of entities it says support the Chinese military.
The expansion of the list increases the chance that the Department of Defense could make it harder for U.S. companies to do business with these entities. It’s also likely to further strain the tension between the U.S. and Chinese governments.
The list — known as the 1260H list, for the specific section of the 2021 National Defense Authorization Act that created it — is just one tool that the U.S. has used to place restrictions on Chinese tech. President Donald Trump has used tariffs in both of his terms to put pressure on China, including a 100% tax on imported Chinese EVs.
This particular update to the 1260H list was briefly published in February, before being pulled from the Federal Register for unexplained reasons, as Bloomberg News notes.
Most of China’s biggest artificial intelligence players are now on the list, with Tencent added last year. This comes as Trump has said he’s weighing whether the U.S. should take equity stakes in the country’s top AI companies.
The updated list now includes 188 companies.
The Pentagon added a handful of automotive industry players to the list this year. In addition to BYD, trendy EV company Nio and battery companies CALB Group and EVE Energy were added. Robosense, one of China’s leading maker of lidar sensors, has joined its rival Hesai on the list, too. Baidu is also one of China’s leaders in autonomous vehicles.
Alibaba, Baidu, BYD, Nio, and Robosense did not immediately respond to requests for comment.
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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
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