Speaker 1: Welcome back to Beijing. Bites, I'm ting your residence cyber
Speaker 1: sleuth with the low down on the great US China
Speaker 1: tech rivalry as it's unfolded in the past couple of weeks.
Speaker 1: Buckle up, because if you thought firewalls were impenetrable, you
Speaker 1: haven't watched these two tech titans fencing lately. Let's get
Speaker 1: right to it. The past fortnighte saw a rare, if temporary,
Speaker 1: easing in US China trade tensions. On May twelfth, the
Speaker 1: Trump administration in Beijing agreed to roll back some tariffs.
Speaker 1: US rates dropped from a scorching one hundred and forty
Speaker 1: five percent to a mere thirty even my VPN side.
Speaker 1: In relief, China reciprocated, slashing its own tariffs and even
Speaker 1: loosening those hardline export bands on critical minerals think lithium
Speaker 1: and rare earths, the secret sauce of every semiconductor and
Speaker 1: ev on Earth ce cautious optimism on both sides of
Speaker 1: the Pacific, but don't get too comfy. Experts warn this
Speaker 1: is more band aid than cure. Volatile policy swings and
Speaker 1: battered supply chains still rule the day. The world's tech
Speaker 1: buyers and sellers remain in limbo, and long term stability
Speaker 1: is still just a hashtag. Meanwhile, the chip war rages
Speaker 1: on Uncle Sam's restrictions on chip exports to China, especially
Speaker 1: the high end stuff that powers AI, continue to bite.
Speaker 1: Chinese giants like Huawei and Sank scramble for every nanometer
Speaker 1: of technological progress, while US firms like Nvidia have resorted
Speaker 1: to openly announcing how tough it is to keep cutting
Speaker 1: edge AI systems out of Chinese hands. Despite the pressure,
Speaker 1: China isn't sitting this one out. Enter Deep Seek, China's
Speaker 1: AI wonder kind. Since the start of May, Lenovo, ub Tech,
Speaker 1: and Gheelely have all jumped on the deep Seek bandwagon,
Speaker 1: integrating cutting edge Chinese AI into everything from laptops to
Speaker 1: evs and robots. Deutsche Bank analysts even dubbed this a
Speaker 1: Sputnik moment, arguing China's rapid moves are starting to outpace
Speaker 1: Western rivals. Now, let's talk cybersecurity, my favorite battleground. This
Speaker 1: month saw spike in digital skirmishes. US firms reported new
Speaker 1: wave cyber intrusions, likely state backed, targeting AI and semiconductor blueprints.
Speaker 1: In Beijing, officials have doubled down on domestic software mandates
Speaker 1: for government agencies. If your code isn't made in China,
Speaker 1: goodbye procurement contract. Meanwhile, the US has tightened scrutiny on
Speaker 1: university research ties. Harvard made headlines after being blocked from
Speaker 1: enrolling international students over suspicion of Chinese influence, igniting fierce
Speaker 1: debate in academic and policy circles over overreach and national security.
Speaker 1: So what does all this mean? Both countries are laser
Speaker 1: focused on building their own tech fortresses, semiconductors, AI supply
Speaker 1: chains while trying to lure smaller nations into their camps.
Speaker 1: Experts warned that this new Cold War is fragmenting the
Speaker 1: global tech ecosystem and could force third party countries to
Speaker 1: pick painfully between two incompatible systems. For now, the consensus
Speaker 1: is expect more volatility, more cyber salvos, and a scramble
Speaker 1: for talent and resources. Forecast expect the chip wars, software bands,
Speaker 1: and digital espionage to escalate unless there's a major breakthrough.
Speaker 1: The global tech map may soon look as divided as
Speaker 1: my VPN. When the firewall is up, East meets West,
Speaker 1: but only on the login screen. Stay tuned ting out.
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