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<v Speaker 1>It's ting your digital sherpa for all things US China,

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<v Speaker 1>cyber games, and Wow. These past two weeks have been

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<v Speaker 1>peak tech drama with a plot twist every day. So

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<v Speaker 1>buckle up and let's break down the latest episodes in

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<v Speaker 1>the world's most electrified tech war, Beijing Bites style. First,

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<v Speaker 1>let's get right to the juiciest leaks cyber of course.

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<v Speaker 1>Just this week, CrowdStrike called out China linked Murky Panda

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<v Speaker 1>also known as Silk Typhoon, after they exploited vulnerabilities in

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<v Speaker 1>Citrix Netscala and Convolt. We're talking zero days. See thee

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<v Speaker 1>dash two zero two three Dash three five one nine,

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<v Speaker 1>and see thee Dash two zero two five Dash three

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<v Speaker 1>nine two eight if you want to sound cool at

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<v Speaker 1>your next hacker party. These folks weren't content with basic

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<v Speaker 1>break ins. They burrowed into the cloud supply chain, wormed

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<v Speaker 1>through to SaaS platforms, and even used compromised routers in

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<v Speaker 1>host countries as stealthy exit nodes. Basically, Murky Pander's new

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<v Speaker 1>trick is making trusted cloud relationships work for them, which

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<v Speaker 1>kind of feels like having your best friends steal your

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<v Speaker 1>snacks and your WiFi at the same time. Speaking of

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<v Speaker 1>state sponsored drama, China last April actually admitted to being

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<v Speaker 1>behind the Vault Typhoon attacks that targeted US critical infrastructure.

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<v Speaker 1>That's confirmation with Chinese characteristics, and it got every defense

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<v Speaker 1>contractor checking their inbox for the sixty five thousand phishing

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<v Speaker 1>attent of the month. Add Salt Typhoon and the Treasury

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<v Speaker 1>hack in December twenty twenty four. YEP, over three thousand

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<v Speaker 1>sensitive US files swiped. If you're counting, that's a cumulative

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<v Speaker 1>migraine for Uncle Sam. On the policy front, the US

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<v Speaker 1>export restrictions game keeps mutating. Try to keep up. After

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<v Speaker 1>a hot stint of blocking Nvidia's ACEAI chips, the H

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<v Speaker 1>one hundreds and A one hundreds, the US cooked up

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<v Speaker 1>a compromise sell China the less power H twenties, but

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<v Speaker 1>tax those sales at fifteen percent. Nivey, not to be

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<v Speaker 1>out maneuvered, launched the H twenties into China while losing

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<v Speaker 1>eight to ten percent of its margin, but keeping a

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<v Speaker 1>foot in a fifty dollars billion market. It's like paying

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<v Speaker 1>a cover charge to attend a party you helped throw.

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<v Speaker 1>But wait, plot twist. Chinese regulators just pressured local giants

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<v Speaker 1>like Ali Baba and bike Dance to slow roll or

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<v Speaker 1>cancel and Vidia H twenty orders, all while grilling in

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<v Speaker 1>Vidia over back door security rumors, even summoning Jensen Jue

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<v Speaker 1>in July and vidwear's no security risks. But now they've

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<v Speaker 1>halted H twenty production entirely and are working overtime on

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<v Speaker 1>a next gen Blackwell based B thirty, a chip faster

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<v Speaker 1>than H twenty, slower than the U S bound rocket

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<v Speaker 1>ship B three hundred, and maybe on Chinese shelves by September.

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<v Speaker 1>It's the ultimate compliance limbo. How low can you go

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<v Speaker 1>and still pass export control? The strategic fallout is wild.

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<v Speaker 1>While restrictions push China to embrace Huawei and cambercan for

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<v Speaker 1>homegrown AI chips. US policy is this weird barrier bridge combo. Yes,

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<v Speaker 1>it slows China, but also gives them time to get

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<v Speaker 1>their own silicons sorted out. Meanwhile, industry experts like Sam

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<v Speaker 1>Altman from Open Ai keep warning the US not to

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<v Speaker 1>sleep on China's AI progress. He says the race is

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<v Speaker 1>way more complex than it appears. Looking forward, expect this

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<v Speaker 1>regulatory cat and mouse to intensify, with chip R and

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<v Speaker 1>D getting an even stronger nationalist push in both countries.

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<v Speaker 1>If you're a tech investor, welcome to policy driven volatility.

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<v Speaker 1>It's the only market certainty left. Thanks for tuning into

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<v Speaker 1>Beaiging bites. We're the only thing faster than this new

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<v Speaker 1>cycle is perhaps Jensen Hwine's flight schedule. Don't forget to

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<v Speaker 1>sub subscribe for more digital fireworks. This has been a

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<v Speaker 1>quiet please production for more check out quiet Please dot

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<v Speaker 1>ai