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<v Speaker 1>I'm taying your bite sized guide to the US China

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<v Speaker 1>tech war, where every headline feels like a new turn

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<v Speaker 1>in a cyberpunk thriller. Let's plug into what's really happened

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<v Speaker 1>these past couple weeks right up to today this Fortnight's

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<v Speaker 1>buzzword escalation. First up, cybersecurity, The Senate is grilling the

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<v Speaker 1>Pentagon for a stronger game plan against Chinese cyber incursions.

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<v Speaker 1>China's pushed past spying for secrets. Now the hackers think

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<v Speaker 1>Vault Typhoon and the newly surfaced Salt Typhoon are camping

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<v Speaker 1>out in US critical infrastructure, especially around military outposts like Guam.

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<v Speaker 1>Officially freaked, it's less about stealing intellectual property and more

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<v Speaker 1>about the ability to trigger disruptions even as a military

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<v Speaker 1>prelude if things heat up over Taiwan. The Biden to

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<v Speaker 1>Trump transition, Yes, Trump's back has officials promising to hit

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<v Speaker 1>Chinese cyber actors harder, but deterrence is tricky. Adversaries just

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<v Speaker 1>don't fear US digital reprisals. Yet industry and policy are

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<v Speaker 1>morphing just as fast. In April, the Trump administration's rules

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<v Speaker 1>kneecapped U S chip makers effectively closing off fifty billion

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<v Speaker 1>dollars in Chinese sales. In Vidia, led by Jensen Huang,

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<v Speaker 1>lost eight billion dollars in potential sales and saw their

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<v Speaker 1>China market share halved overnight. But here's the twist. In

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<v Speaker 1>Vidia's global AI dominance made its stock skyrocket. Anyway, the

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<v Speaker 1>White House tried using in Vidia's success to prove its

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<v Speaker 1>policies work. Harm counted that the restrictions just made China

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<v Speaker 1>more self reliant, and voila, Huawei and other domestic players

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<v Speaker 1>are closing the gap. Que the policy shuffle, in Vidia's

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<v Speaker 1>persistence and a bit of tech world saber rattling led

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<v Speaker 1>to a reversal. Stricter rules on the H twenty processor

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<v Speaker 1>were delayed. Meanwhile, in Video is set to release the

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<v Speaker 1>Blackwell rtx pro six thousand chip for China by September.

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<v Speaker 1>It's an AI chip made export compliant by stripping out

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<v Speaker 1>high bandwidth memory and enveling. This lets Invidia clawback some

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<v Speaker 1>lost Chinese business whilst staying mainly on the right side

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<v Speaker 1>of US law. The move reflects a bigger trend. US

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<v Speaker 1>export policy now allows certain mid tier AI chips to

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<v Speaker 1>reach China, dialing down from maximum pressure but adding a

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<v Speaker 1>layer of compliance hustle for everyone. Diplomacy is in play.

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<v Speaker 1>Two Secretary of State Marco Rubio and China's Wang Yi

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<v Speaker 1>are prepping a possible she Trump summit, aiming to extend

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<v Speaker 1>the ninety day truce that paused some tariffs and briefly

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<v Speaker 1>eased export restrictions. Investors are betting big on this. If

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<v Speaker 1>the summit goes well, stocks in AI, semiconductors, and YES

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<v Speaker 1>five G could boom. The trade truces are fragile, but

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<v Speaker 1>tech firms like TSMC and ASML see an opportunity to

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<v Speaker 1>break out of regulatory limbo. Even agriculture is in the crossfire.

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<v Speaker 1>The USA just rolled out a security to curve Chinese

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<v Speaker 1>purchases of US farmland and defend farm technologies from cyber threats.

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<v Speaker 1>Why farms now run on connected devices, GPS, tractors, IoT irrigation,

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<v Speaker 1>and a single hack could ripple through the whole food

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<v Speaker 1>supply chain. Experts say both sides are doubling down. China's

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<v Speaker 1>pouring billions into CHIP and AI self reliance and outspends

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<v Speaker 1>the US in R and D when adjusted for purchasing power.

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<v Speaker 1>The US has the Chips Act, but many analysts argue

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<v Speaker 1>it needs to think more like China, targeting strategic sectors,

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<v Speaker 1>not just pouring money everywhere my forecast. The truce might

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<v Speaker 1>buy everyone a summer breather, but the long game is

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<v Speaker 1>about locking down the bones of future tech, AI chips,

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<v Speaker 1>five G and digital infrastructure. Both countries are investing in

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<v Speaker 1>offense and defense, with businesses like in Vidia forced into

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<v Speaker 1>Olympic level policy gymnastics just to stay competitive. Cyber threats

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<v Speaker 1>are shifting from espionage to infrastructure risk, and regulations remain

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<v Speaker 1>a moving target. That's the bite size briefing for July eleventh,

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<v Speaker 1>twenty twenty five. Thanks for tuning in to Beijing bites.

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<v Speaker 1>Don't forget to subscribe for your next deep dive into tech,

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<v Speaker 1>hacking and high stakes geopolitics. This has been a quiet

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<v Speaker 1>please production. For more check out Quiet Please dot ai