Speaker 1: It's ting your digital sherpa for all things US China,
Speaker 1: cyber games, and Wow. These past two weeks have been
Speaker 1: peak tech drama with a plot twist every day. So
Speaker 1: buckle up and let's break down the latest episodes in
Speaker 1: the world's most electrified tech war, Beijing Bites style. First,
Speaker 1: let's get right to the juiciest leaks cyber of course.
Speaker 1: Just this week, CrowdStrike called out China linked Murky Panda
Speaker 1: also known as Silk Typhoon, after they exploited vulnerabilities in
Speaker 1: Citrix Netscala and Convolt. We're talking zero days. See thee
Speaker 1: dash two zero two three Dash three five one nine,
Speaker 1: and see thee Dash two zero two five Dash three
Speaker 1: nine two eight if you want to sound cool at
Speaker 1: your next hacker party. These folks weren't content with basic
Speaker 1: break ins. They burrowed into the cloud supply chain, wormed
Speaker 1: through to SaaS platforms, and even used compromised routers in
Speaker 1: host countries as stealthy exit nodes. Basically, Murky Pander's new
Speaker 1: trick is making trusted cloud relationships work for them, which
Speaker 1: kind of feels like having your best friends steal your
Speaker 1: snacks and your WiFi at the same time. Speaking of
Speaker 1: state sponsored drama, China last April actually admitted to being
Speaker 1: behind the Vault Typhoon attacks that targeted US critical infrastructure.
Speaker 1: That's confirmation with Chinese characteristics, and it got every defense
Speaker 1: contractor checking their inbox for the sixty five thousand phishing
Speaker 1: attent of the month. Add Salt Typhoon and the Treasury
Speaker 1: hack in December twenty twenty four. YEP, over three thousand
Speaker 1: sensitive US files swiped. If you're counting, that's a cumulative
Speaker 1: migraine for Uncle Sam. On the policy front, the US
Speaker 1: export restrictions game keeps mutating. Try to keep up. After
Speaker 1: a hot stint of blocking Nvidia's ACEAI chips, the H
Speaker 1: one hundreds and A one hundreds, the US cooked up
Speaker 1: a compromise sell China the less power H twenties, but
Speaker 1: tax those sales at fifteen percent. Nivey, not to be
Speaker 1: out maneuvered, launched the H twenties into China while losing
Speaker 1: eight to ten percent of its margin, but keeping a
Speaker 1: foot in a fifty dollars billion market. It's like paying
Speaker 1: a cover charge to attend a party you helped throw.
Speaker 1: But wait, plot twist. Chinese regulators just pressured local giants
Speaker 1: like Ali Baba and bike Dance to slow roll or
Speaker 1: cancel and Vidia H twenty orders, all while grilling in
Speaker 1: Vidia over back door security rumors, even summoning Jensen Jue
Speaker 1: in July and vidwear's no security risks. But now they've
Speaker 1: halted H twenty production entirely and are working overtime on
Speaker 1: a next gen Blackwell based B thirty, a chip faster
Speaker 1: than H twenty, slower than the U S bound rocket
Speaker 1: ship B three hundred, and maybe on Chinese shelves by September.
Speaker 1: It's the ultimate compliance limbo. How low can you go
Speaker 1: and still pass export control? The strategic fallout is wild.
Speaker 1: While restrictions push China to embrace Huawei and cambercan for
Speaker 1: homegrown AI chips. US policy is this weird barrier bridge combo. Yes,
Speaker 1: it slows China, but also gives them time to get
Speaker 1: their own silicons sorted out. Meanwhile, industry experts like Sam
Speaker 1: Altman from Open Ai keep warning the US not to
Speaker 1: sleep on China's AI progress. He says the race is
Speaker 1: way more complex than it appears. Looking forward, expect this
Speaker 1: regulatory cat and mouse to intensify, with chip R and
Speaker 1: D getting an even stronger nationalist push in both countries.
Speaker 1: If you're a tech investor, welcome to policy driven volatility.
Speaker 1: It's the only market certainty left. Thanks for tuning into
Speaker 1: Beaiging bites. We're the only thing faster than this new
Speaker 1: cycle is perhaps Jensen Hwine's flight schedule. Don't forget to
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