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<v Speaker 1>Welcome back listeners to another download of Beijing bites US

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<v Speaker 1>China tech war updates. I'm ting your favorite cyber sleuth

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<v Speaker 1>with a soft spot for semiconductors and sarcasm. Let's plug in.

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<v Speaker 1>The rivalry has network congestion and the packets are flying.

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<v Speaker 1>The last two weeks in tech warfare, who even by

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<v Speaker 1>US China standards, It's been a bonanza of bands, cyber

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<v Speaker 1>hyphen scuffles, and policy whiplash. Let's start with the silicon

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<v Speaker 1>soap opera. In Vidia, led by Jensen Juan, is once

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<v Speaker 1>again dancing on the razor edge between profit and protectionism.

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<v Speaker 1>After screaming headlines earlier this summer over US chip export bands,

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<v Speaker 1>in Vidia rolled out the H twenty, a watered down

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<v Speaker 1>AI chip designed specifically to skate under UIs restrictions and

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<v Speaker 1>keep the wine rolling in but not so fast. US

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<v Speaker 1>Commerce Secretary Howard Lutnik went on air and basically said, listen,

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<v Speaker 1>China's not even getting the second best stuff. It's all

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<v Speaker 1>about American supremacy and tech addiction. Queue the regulatory thunder.

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<v Speaker 1>Beijing took offence, ordered its tech darlings to scale back

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<v Speaker 1>in video orders, and doubled down on pushing homegrown chip champions.

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<v Speaker 1>Expect more made in China chips baked fresh by SMIC

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<v Speaker 1>and Huawei, with deep seek Ai leading the charge in

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<v Speaker 1>efficient proprietary silicon. All this is in VideA and A

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<v Speaker 1>and D make a once unthinkable deal a fifteen percent

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<v Speaker 1>revenue kick back to Uncle Sam from Chinese chip sales

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<v Speaker 1>just to get export licenses, setting a wild new precedent

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<v Speaker 1>in how Washington monetizes tech depharmacy. Swinging to cyber, it's

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<v Speaker 1>been a pressure cooker. The China linked silk Typhoon APT

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<v Speaker 1>group also known as Murky Panda, is ramping up zero

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<v Speaker 1>day and en day exploit attacks across North America, with

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<v Speaker 1>Crowdstride and others warning of their incredible targeting scope. Meanwhile,

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<v Speaker 1>in the courts, a Chinese developer named David Liu was

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<v Speaker 1>slapped with a four year US jail sentence for a

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<v Speaker 1>sabotage stunt at Eaton Corporation. Think malicious code, delayed server deaths,

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<v Speaker 1>and a kill switch for intranet carnage. The cyber battlefield

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<v Speaker 1>is as asymmetric and personal as ever. On the policy front,

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<v Speaker 1>the US is nuking the beloved deminimous exemption for imports

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<v Speaker 1>under eight hundred dollars that's effective in just a few

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<v Speaker 1>days and will hammer e commas platforms like Sheen, Temu

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<v Speaker 1>and even Amazon, who now face higher compliance costs and

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<v Speaker 1>full custom scrutiny. China and Hong Kong got a head

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<v Speaker 1>start on these restrictions back in May, so now trade

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<v Speaker 1>pain is bilateral, and legal showdowns over executive authority could

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<v Speaker 1>drag this fight into twenty twenty seven. Perhaps the most

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<v Speaker 1>strategic move China's unveiling of deep Seek AI open sourcing,

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<v Speaker 1>a powerful GPT five rival built natively for local chips

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<v Speaker 1>and price to undercut open AI globally. That resets the

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<v Speaker 1>deck in both AI and crypto, since deep Seek's proprietary

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<v Speaker 1>silicon is already nudging crypto mining operations toward China, threatening

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<v Speaker 1>Western control of block two chain infrastructure, crypto and AI

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<v Speaker 1>cold wars. Yet it's now a thing, So what do

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<v Speaker 1>the experts say? In a nutshell, tech is now treated

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<v Speaker 1>as state craft, not just commerce. The US is getting

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<v Speaker 1>more interventionist, demanding a cut of the action. China's pivoting

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<v Speaker 1>faster to self reliance, shepherding domestic winners and ring fencing

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<v Speaker 1>data flows, even as it faces compliance headaches from those

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<v Speaker 1>same protective moves. Investors are hedging and innovators are speed

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<v Speaker 1>running the decoupling marathon. Forecast tensions will escalate, more fragmentation,

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<v Speaker 1>twin technology ecosystems, and a constant tug of war between

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<v Speaker 1>control and progress. Think Cold War with faster Wi Fi

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<v Speaker 1>and more zero days. Thanks for tuning in to Beijing Bites.

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<v Speaker 1>Don't forget to subscribe for your weekly jolt of witty

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