Comparing AI models with missiles is a far fetch as long as citizenship is the single qualifier used to decide who’s allowed to be a customer. This is not a security related policy, it’s about strategically controlled economic power.
It is both. The US and China are locked in an AI arms race with economics and security intertwined, given the perceived power of the trajectory of frontier AI models.
Some classic examples of this, on which the US places severe export controls, was advanced materials science and inertial navigation technology. Neither of these are weapons but advanced technology in these domains greatly enables the development of advanced weapons. Any work in these areas is automatically subject to the full export control regime. In extreme cases they may be nationalized and classified.
AI tech is becoming just another tech domain subject to the same level of scrutiny. I’m not making a moral judgement. This was always going to be the reality and a lot of people could see it coming.
Regardless of US controls, I can from Australia buy a high quality 50 fps thermal scope with built in 1000m (or ~ 1000 yard) laser range finder from Hangzhou, China.
ie. Why lock the stable at 9 fps when out on the open plain 50 fps is already running free.
Chinese 50 fps thermal cameras and scopes have been about for a while now, they've been supplying the industrial specialist market even longer than the general consumer goods market.
I note the US export control is limited by licence .. which likely means the US high frame rate thermal gear is equally as available in AU as (say) TI DSP chips were when they first iterated that family (ie. restricted by licence but easy to purchase in allied countries if you just sign a form stating you're not supplying them to countries in the Chinese sphere of influence, etc.)