Speaker 1: I'm taying your bite sized guide to the US China
Speaker 1: tech war, where every headline feels like a new turn
Speaker 1: in a cyberpunk thriller. Let's plug into what's really happened
Speaker 1: these past couple weeks right up to today this Fortnight's
Speaker 1: buzzword escalation. First up, cybersecurity, The Senate is grilling the
Speaker 1: Pentagon for a stronger game plan against Chinese cyber incursions.
Speaker 1: China's pushed past spying for secrets. Now the hackers think
Speaker 1: Vault Typhoon and the newly surfaced Salt Typhoon are camping
Speaker 1: out in US critical infrastructure, especially around military outposts like Guam.
Speaker 1: Officially freaked, it's less about stealing intellectual property and more
Speaker 1: about the ability to trigger disruptions even as a military
Speaker 1: prelude if things heat up over Taiwan. The Biden to
Speaker 1: Trump transition, Yes, Trump's back has officials promising to hit
Speaker 1: Chinese cyber actors harder, but deterrence is tricky. Adversaries just
Speaker 1: don't fear US digital reprisals. Yet industry and policy are
Speaker 1: morphing just as fast. In April, the Trump administration's rules
Speaker 1: kneecapped U S chip makers effectively closing off fifty billion
Speaker 1: dollars in Chinese sales. In Vidia, led by Jensen Huang,
Speaker 1: lost eight billion dollars in potential sales and saw their
Speaker 1: China market share halved overnight. But here's the twist. In
Speaker 1: Vidia's global AI dominance made its stock skyrocket. Anyway, the
Speaker 1: White House tried using in Vidia's success to prove its
Speaker 1: policies work. Harm counted that the restrictions just made China
Speaker 1: more self reliant, and voila, Huawei and other domestic players
Speaker 1: are closing the gap. Que the policy shuffle, in Vidia's
Speaker 1: persistence and a bit of tech world saber rattling led
Speaker 1: to a reversal. Stricter rules on the H twenty processor
Speaker 1: were delayed. Meanwhile, in Video is set to release the
Speaker 1: Blackwell rtx pro six thousand chip for China by September.
Speaker 1: It's an AI chip made export compliant by stripping out
Speaker 1: high bandwidth memory and enveling. This lets Invidia clawback some
Speaker 1: lost Chinese business whilst staying mainly on the right side
Speaker 1: of US law. The move reflects a bigger trend. US
Speaker 1: export policy now allows certain mid tier AI chips to
Speaker 1: reach China, dialing down from maximum pressure but adding a
Speaker 1: layer of compliance hustle for everyone. Diplomacy is in play.
Speaker 1: Two Secretary of State Marco Rubio and China's Wang Yi
Speaker 1: are prepping a possible she Trump summit, aiming to extend
Speaker 1: the ninety day truce that paused some tariffs and briefly
Speaker 1: eased export restrictions. Investors are betting big on this. If
Speaker 1: the summit goes well, stocks in AI, semiconductors, and YES
Speaker 1: five G could boom. The trade truces are fragile, but
Speaker 1: tech firms like TSMC and ASML see an opportunity to
Speaker 1: break out of regulatory limbo. Even agriculture is in the crossfire.
Speaker 1: The USA just rolled out a security to curve Chinese
Speaker 1: purchases of US farmland and defend farm technologies from cyber threats.
Speaker 1: Why farms now run on connected devices, GPS, tractors, IoT irrigation,
Speaker 1: and a single hack could ripple through the whole food
Speaker 1: supply chain. Experts say both sides are doubling down. China's
Speaker 1: pouring billions into CHIP and AI self reliance and outspends
Speaker 1: the US in R and D when adjusted for purchasing power.
Speaker 1: The US has the Chips Act, but many analysts argue
Speaker 1: it needs to think more like China, targeting strategic sectors,
Speaker 1: not just pouring money everywhere my forecast. The truce might
Speaker 1: buy everyone a summer breather, but the long game is
Speaker 1: about locking down the bones of future tech, AI chips,
Speaker 1: five G and digital infrastructure. Both countries are investing in
Speaker 1: offense and defense, with businesses like in Vidia forced into
Speaker 1: Olympic level policy gymnastics just to stay competitive. Cyber threats
Speaker 1: are shifting from espionage to infrastructure risk, and regulations remain
Speaker 1: a moving target. That's the bite size briefing for July eleventh,
Speaker 1: twenty twenty five. Thanks for tuning in to Beijing bites.
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Speaker 1: hacking and high stakes geopolitics. This has been a quiet
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