Speaker 1: Hey listeners, it's ting coming to you straight from the
Speaker 1: Silicon trenches with your beiging bites US China tekhor update.
Speaker 1: If you've tuned in this past fortnight, grab your popcorn,
Speaker 1: because these last fourteen days have tested every diplomatic firewall
Speaker 1: and set the trade wires ablaze. Let's jump right in
Speaker 1: the hot topic semiconductor drama. The Trump administration pulled a
Speaker 1: not so subtle power play, striking a deal with Nvidia
Speaker 1: and AMD to let them sell certain old book gold
Speaker 1: AI chips the H two for Nvidia, a slowed down
Speaker 1: Mi I three hundred eight for AMD back into China.
Speaker 1: In exchange, the US government snags a fifteen percent cut
Speaker 1: of all the China sales revenue. Yes, that's right. Tech
Speaker 1: trade policy now feels like a Vegas slot machine. Trump
Speaker 1: said I wanted twenty percent, but Jensen Wong talked me
Speaker 1: down to fifteen percent. Hong See, CEO of Invidia, nearly
Speaker 1: got the commerce folks dancing when he agreed to invest
Speaker 1: five hundred billion dollars in AI service stateside. This is huge.
Speaker 1: Bernstein estimates in Vidia could sell over one point five
Speaker 1: million H two ease in China by year's end making
Speaker 1: in twenty three billion dollars just on those tamp down chips.
Speaker 1: But it's not just about chips. Washington is deploying invisible
Speaker 1: surveillance directly inside exported chipsets. Imagine secret tracking baked into
Speaker 1: Nvidia and am D silicon. That's real cloak and data stuff.
Speaker 1: Beijing naturally sees this as an existential threat, fearing industrial
Speaker 1: espionage and fuming over the loss of digital autonomy. So
Speaker 1: the directive cut back on US chip use, champion domestic
Speaker 1: national champions and beef up homegrown tech standards. Defense, AI
Speaker 1: and core infrastructure are the battlefields now for the tariff terrain.
Speaker 1: Trump extended the trade truce yet again, another ninety days
Speaker 1: of handshaeed diplomacy, bringing tariffs down from a scary one
Speaker 1: hundred and forty five percent to a still pretty spicy
Speaker 1: thirty to fifty five percent band. This buys time for
Speaker 1: both giants to keep negotiating, particularly over strategic materials like
Speaker 1: rare earths, where China handly holds the upper hand with
Speaker 1: seventy percent of global share. U S firms get relief,
Speaker 1: but the threat of policy whiplash looms with every new
Speaker 1: oil gas spat or rare Earth squeeze on the cyber front,
Speaker 1: let's talk advance persistent threats. The US federal courts just
Speaker 1: faced a sophisticated, sustained siege, the type that gives sisos nightnares. Meanwhile,
Speaker 1: China is going full throttle with AI driven info wops
Speaker 1: and influence campaigns, targeting global opinion and meticulously tracking the
Speaker 1: pulse in hot spots like Hong Kong and Taiwan. Joanna
Speaker 1: Chu from The New York Times explains how Chinese AI
Speaker 1: firms are mapping sentiment, collecting data on U S Congress members,
Speaker 1: and poised for deeper moves. Strategically, both nations are locked
Speaker 1: in a precarious balance. Export controls are tightening, but top
Speaker 1: analysts from Arnold and Porter's Claire reed to c SI's
Speaker 1: warn their a double edged sword. They may keep us
Speaker 1: IP safe, but they also accelerate China's drive for tech
Speaker 1: self sufficiency and market share while undermining long term US leverage.
Speaker 1: What's next? Some believe policy is fluid for sale, as
Speaker 1: Tedford quipped, but the reality is clear. Either side could
Speaker 1: snap the truce over night, and the contest for AI
Speaker 1: dominance and rare Earth independence will shape tech for years
Speaker 1: to come. Experts urge both sides to restart a bilateral
Speaker 1: AI risk dialog. Imagine a hot line between Washington and
Speaker 1: Beijing engineers when an AI model goes wonky. Thanks for
Speaker 1: tuning in to beaging bites with meeting. Subscribe for the
Speaker 1: next mega update because in this tech war, the only
Speaker 1: constant is surprise. This has been a quiet please production.
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