Speaker 1: Hey, everyone ting here, It's May twenty seven, twenty twenty five.
Speaker 1: Buckle up, because Beijing bites is going to move faster
Speaker 1: than a TikTok for you page on five G. The
Speaker 1: past two weeks in the US China tech war have
Speaker 1: been a firewall smashing spectacle, cyber mischief, tariff tennis, and
Speaker 1: regulatory deja vu. Let's hack right in first up. The
Speaker 1: US and China pulled a rare diplomatic move on May twelve,
Speaker 1: agreeing to dial tariffs down to ten percent. But don't
Speaker 1: pop the bide you yet. Just days later, President Trump
Speaker 1: saber rattled with threats of a whopping fifty percent added
Speaker 1: tariff if China doesn't step back on their thirty four
Speaker 1: percent retaliatory levees. Chinese Ministry of Commerce isn't blink. They
Speaker 1: called it a mistake on top of a mistake, and
Speaker 1: swore to fight to the end. Still there's tea leaf
Speaker 1: reading over whether both sides want to avoid a full
Speaker 1: tech decoupling or just buy time for their industry titans
Speaker 1: to regroup. On the cyber front, Intrigue is everywhere, even
Speaker 1: if direct hacks haven't made made front page news. This week,
Speaker 1: the US National Security Council is wringing its hands about
Speaker 1: safeguarding advanced AI chips from adversaries read China. This became
Speaker 1: critical after the Trump administration let major Gulf states by
Speaker 1: advanced US chips, supposedly with robust security standards, but with
Speaker 1: enforcement agencies under staffed and contracts tight lipped, experts are
Speaker 1: side eyeing whether those chips might slip accidentally sworf into
Speaker 1: Chinese hands. Imagine a game of cyber hot potato with
Speaker 1: the fate of global AI at stake. Speaking of chips,
Speaker 1: were still in full blown chip war mode. The US
Speaker 1: is locking down semiconductor exports and investments to firms like
Speaker 1: Huawei and Semiic, But now the Middle East has entered
Speaker 1: the chat thanks to Microsoft and some AI infrastructure deals
Speaker 1: stretching as far back as Biden. David Sachs White House,
Speaker 1: AI and cryptos are is crowing about America first and
Speaker 1: the dream of outbuilding China in AI infrastructure. The Brookings
Speaker 1: Institution and tech pundits warned that this tech bifurcation risks
Speaker 1: fragmenting the world's digital economy. Smaller nations are forced to
Speaker 1: pick sides or risk being digitally stranded. Meanwhile, Trump's TikTok
Speaker 1: ban was delayed again. Q I rolls in Beijing and
Speaker 1: boardrooms alike. For byteedance, it means more time to maneuver.
Speaker 1: But for US policy makers it's a game of regulatory
Speaker 1: whack a mole. Bottom Line, policy shifts are whip sawing industries,
Speaker 1: especially supply chains from Taiwan to the Gulf. Semis Ai
Speaker 1: and cloud are the big battlefields, the strategic stakes. Both
Speaker 1: the US and China are racing not just for economic dominance,
Speaker 1: but for the power to set tomorrow's global tech rules.
Speaker 1: As for forecasts, experts see more fragmentation coming and the
Speaker 1: next big flashpoint, whether it's a cyber incident, new export ban,
Speaker 1: or regulatory squeeze, could drop any day. All right, this
Speaker 1: is Ting's signing off until the next packet drop in
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