Speaker 1: It's ting. Here your cyber savvy guide to the running
Speaker 1: game of digital chess between the United States and China.
Speaker 1: Welcome to Beijing, bites US China tech War updates. Let's
Speaker 1: decode the past two weeks because the action has been relentless,
Speaker 1: the stakes are towering, and honestly, it's juicier than a
Speaker 1: zero day exploit on a Payday Friday. First, cybersecurity alarms
Speaker 1: are ringing like Adidas attack on New Year's Eve. The US,
Speaker 1: joined by twelve allies from the Five Eyes Club and
Speaker 1: an ensemble of European partners, level the Joint Advisory blaming
Speaker 1: Chinese state backed apts for an ongoing campaign to breach
Speaker 1: global critical infrastructure. This sul typhoon operation isn't your run
Speaker 1: of the mill fishing escapade. It's sophisticated, persistent, and clearly
Speaker 1: designed for global scale, with more than two hundred US
Speaker 1: targets already compromised. According to the FBI, the campaign is
Speaker 1: so brazen attackers aren't just peaking at roadside. They're making
Speaker 1: themselves at home in ISPs, telecoms, hotels, even transport networks,
Speaker 1: systemically hoovering up data that could paint a real time
Speaker 1: picture of global communications and movement. Security agencies like SISA
Speaker 1: and the NSA hammered home. The lesson threat hunting and
Speaker 1: strong mitigations are non negotiable for network defenders right now.
Speaker 1: Now on the supply chain and policy front, it's like
Speaker 1: a turn based strategy game with the rules changing every move.
Speaker 1: Chip maker Nvidia, which once tiptoed through shifting export bands,
Speaker 1: is back on the board in China thanks to a
Speaker 1: revenue sharing model cooked up by the Trump administration. Now,
Speaker 1: instead of AI chip bands, US companies can sell compliant
Speaker 1: GPUs like the H twenty in China, provided Uncle Sam
Speaker 1: gets a fifteen percent cut of the action. MID is
Speaker 1: hedging its bets with new China tailored Blackwell chips, but
Speaker 1: Beijing is playing hardball, questioning the security of these imported chips. Meanwhile,
Speaker 1: news from the South China Morning Post reports Beijing mite
Speaker 1: block sales if those chips pose a national security risk.
Speaker 1: In Nvidia's CEO, Jensen Huan insists there's no backdoor, but
Speaker 1: skeptics abound as the US tries to keep its chip crowned.
Speaker 1: China's not standing still. Companies like Huawei and SMIC are
Speaker 1: hustling out new domestic alternatives and AI models like Deep
Speaker 1: Seek RWE, which some analysts say are catching up to
Speaker 1: Western benchmarks. Washington's biggest long term fear that bans force
Speaker 1: China to double down on self sufficiency, possibly cutting the
Speaker 1: US out of the next wave of innovation. Let's not
Speaker 1: ignore the rare earths. If chips are the brain, magnets
Speaker 1: are the heartbeat of next gen tech. President Trump wasn't
Speaker 1: subtle in his warning stop US bound rare earth exports
Speaker 1: and tariffs hit two hundred percent. If you're wondering how
Speaker 1: crucial these ties are, Trump straight up revealed he grounded
Speaker 1: two hundred Chinese planes by stopping the flow of Boeing parts,
Speaker 1: then restarted it as a peace gester. For now, rare
Speaker 1: earth magnet trade is flowing, but the risk of escalation
Speaker 1: is a sword hanging overhead. So what does it all
Speaker 1: mean for the industry? Uncertainty and cost spikes for everyone,
Speaker 1: but also a turbocharge to R and D furnchuring and
Speaker 1: digital sovereignty strategies. US companies can keep selling at a cost,
Speaker 1: but the odds that China will catch up or even
Speaker 1: leap ahead in certain domains just went way up. If
Speaker 1: you're an investor, you're probably sweating through your AI stock
Speaker 1: portfolio more than usual. Expert analysts are now forecasting a
Speaker 1: fragmented global tech ecosystem where US and Chinese standards diverge
Speaker 1: and everyone else has to pick a side or play both,
Speaker 1: which is a tough gig. That's your Beijing by update,
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Speaker 1: next big move in this tech grandmaster's game. This has
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