Speaker 1: Listeners ting here your fastest channel for US traina tech
Speaker 1: drama and cyber jaw droppers. Let's sit past intros, because wow,
Speaker 1: these last two weeks packed enough plot twist to outpace
Speaker 1: a binge worthy series. First up, the hacking headlines, the
Speaker 1: Chinese state backed group Salt Typhoon made a spectacular breach.
Speaker 1: A US Army National Guard unit's network was infiltrated, with
Speaker 1: attackers grabbing communications admin credentials and brace yourself network blueprints
Speaker 1: connecting every other state and several US territories. The Department
Speaker 1: of Defense worries this could triple state cyber security teams
Speaker 1: if there's a full blown cyber conflict. And this isn't
Speaker 1: Salt Typhoon's first rodeo. Earlier they hit US telecom giants
Speaker 1: and snagged sensitive records in both the US and Canada
Speaker 1: by exploiting weak spots in Cisco and Palo Alto Gear.
Speaker 1: The chilling part, they also got their hands on the
Speaker 1: work locations and PII of cyber defenders. Imagine a chess game,
Speaker 1: but the opponent just stole your playbook. And now for
Speaker 1: the other flavor of security anxiety, the Pentagon's long standing
Speaker 1: outsourcing of it cloud support to Microsoft engineers located in
Speaker 1: mainland China. Yes, you heard correctly, engineers based in China
Speaker 1: with access to the Defense Department's high impact level data,
Speaker 1: including military operations, supposedly chaperoned by underqualified digital escorts. This
Speaker 1: arrangement might have let vulnerabilities slip through under the guise
Speaker 1: of boring old software updates. It's a reminder that hacking
Speaker 1: isn't always a hoodie in basement affair. Sometimes it's a
Speaker 1: spreadsheet problem. But cyberwars are just one front in the
Speaker 1: semi center kit Saga June brought a game changing US
Speaker 1: China framework deal. Both sides started backpedaling from their all
Speaker 1: or nothing export bands. For instance, Used Software Giant's Synopsis
Speaker 1: and Cadence resumed sales to Chinese customers, easing Beijing's chip
Speaker 1: design woes. Meanwhile, China restarted rare earth shipments minus the
Speaker 1: really military stuff. This thaw is about mutual pain. America's
Speaker 1: Big Beautiful Bill just ramped up domestic chip tax credits,
Speaker 1: but even with billions pumped in the global supply chain,
Speaker 1: is still a jigsaw only solved together. Meanwhile, in Vidia's
Speaker 1: H twenty AI chip saga reads like a business school drama.
Speaker 1: After months of lobbying and an April export block, Washington's
Speaker 1: finally letting in video resume shipments to China. Jensen Wang
Speaker 1: even appeared on CCTV to confirm it. For in Vidia,
Speaker 1: that means billions of lost dollars may swing back on
Speaker 1: the ledger. For China, it's a stay of execution. But
Speaker 1: the larger lesson is flashing neon. These wins are temporary
Speaker 1: and the clock ticks on a self reliance race. Neither
Speaker 1: side can win alone. Here's the future forecast, straight from
Speaker 1: the experts. The new trade debt ant is fragile, not final.
Speaker 1: Some security hawks claim the truce is just stalling for
Speaker 1: time while both build up domestic supply chains and cyber arsenals.
Speaker 1: Analyticals predict we may see a g Trump's summit by
Speaker 1: year's end. If that happens, we could lock in some
Speaker 1: of these tech trade relaxations for a while, at least
Speaker 1: until the next round of cyber fireworks. Listeners, if you blinked,
Speaker 1: you missed a revolution. On both sides of the Pacific,
Speaker 1: the U. S And China are playing a high stakes
Speaker 1: game of whacker mow. Every restriction, every hack. Every compromise
Speaker 1: resets the scoreboard, but doesn't end the game. Will the
Speaker 1: next two weeks bring more cyber shockers, trade thaw or
Speaker 1: a fresh round of sanctions. You know I'll break it down.
Speaker 1: Thanks for tuning in to Beijing bites us China Tech
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