Speaker 1: Listeners ting here coming at you direct from Beijing bytes.
Speaker 1: We're the only thing evolving faster than AI is the
Speaker 1: US China tech rivalry. I mean, if you blinked over
Speaker 1: the past two weeks, you might have missed a major
Speaker 1: plot twist. Let's jack in first up cybersecurity chaos. US
Speaker 1: federal agencies hit a red alert after a new campaign
Speaker 1: of zero day hacks tore through Cisco firewell equipment. According
Speaker 1: to the US Cybersecurity and Infrastructure Security Agency, teams were
Speaker 1: racing to disconnect, breach devices and plug vulnerabilities before Chinese
Speaker 1: state back hackers Yes, Palo Alto Networks Unit forty two
Speaker 1: and Microsoft Storm one eight four nine have their fingers
Speaker 1: pointing at China could do more damage. These attackers bypassed logging,
Speaker 1: crashed gear to confuse diagnostics and get This could persist
Speaker 1: through reboots. Security folks are calling this not just a
Speaker 1: wake up call, but a full on fire drill, especially
Speaker 1: as exports go public and copycats pile in. If you're
Speaker 1: running legacy Cisco, it's probably a door stop. Now now
Speaker 1: slide into policy and restrictions. The Trump administration YEP, still
Speaker 1: an active player, just hammered home a TikTok restructuring deal,
Speaker 1: forcing Oracle to take the data reins and mandating US ownership.
Speaker 1: Critics eye this is crony capitalism, but insiders say it's
Speaker 1: about appeasing national security hawks without nuking TikTok's US business. Meanwhile,
Speaker 1: tariff after tariff on Siney Conductors EVS Robotics has kicked
Speaker 1: traditional supply chains into overdrive. US tech companies are sprinting
Speaker 1: to Vietnam and Mexico for manufacturing, and Chinese gadget exports
Speaker 1: to the US are down by seventy percent since late
Speaker 1: twenty twenty four. Its competitive coexistence, but the gloves are off.
Speaker 1: China isn't standing still in retaliation for US defense deals
Speaker 1: with Taiwan. Beijing just slammed six more American firms like
Speaker 1: Saronic and Aircom with unreliable entity designations translation banned from
Speaker 1: trading in China. Three more snapped up on the export
Speaker 1: control list, bocking dual used text shipments on the home front,
Speaker 1: while were is swerving around restrictions via some highly original architecture,
Speaker 1: Magic linking up clusters of its own AI chips to
Speaker 1: match in some cases punch above in Vidia's performance envelopes.
Speaker 1: As one analyst in Shanghai put it this week, the
Speaker 1: real AI war is less about chips and more about
Speaker 1: who's inventing the next way around limits. Strategically, the split
Speaker 1: is sending industry tremors worldwide. The US Chips and Science
Speaker 1: Act and relentless export controls push for tech autonomy, but
Speaker 1: over eighty percent of iPhones in American stores are still
Speaker 1: built in China. China, for its part, is pouring billions
Speaker 1: into AI and R and D, leap frogging sanctions by
Speaker 1: cloud loopholes and dominating mature node chip production. Investor money
Speaker 1: shifting to Southeast Asia and Africa, where governments joggle security
Speaker 1: compliance and volatility. Looking ahead, experts that supply chains will
Speaker 1: stay fragmented. We'll see more AI innovation sprints from Chinese
Speaker 1: companies like Deep Seek a name to watch, especially after
Speaker 1: their algorithmic breakthroughs rattled US chip valuations. Meanwhile, both sides
Speaker 1: escalate self reliance and allies are forced into a tech
Speaker 1: cold war, piecing together new partnerships out of necessity rather
Speaker 1: than ideology. Thanks for tuning in to Beaijing bites, listeners,
Speaker 1: don't forget to subscribe for your next bite of truth
Speaker 1: because in tech and geopolitics, the only constant is change.
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