This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here in Beijing with your latest download of Beijing Bytes, where the US–China tech war is less “trade spat” and more “patch Tuesday, forever.”

Let’s jack straight into the big story: according to the Financial Times, amplified by Fortune, a China-linked group known as Salt Typhoon quietly slipped into the email systems of staff on key US House committees – China, foreign affairs, intelligence, and armed services. Investigators say the intrusions were discovered in December, and it’s not yet clear how much content was exfiltrated, but you don’t target those inboxes for cat memes. That’s legislative foresight: draft sanctions, export controls, Pentagon budgets, all sitting in Outlook like a buffet for an espionage crew.

SecurityWeek and other cyber outlets add that this fits a broader spike in Chinese cyber operations, including campaigns against US government emails and intensified activity against Taiwan. Analysts are calling this “slow-burn cyber shaping”: instead of noisy destruction, think long-term positioning inside comms, logistics, and energy, so that in a crisis you can quietly twist the right knobs.

On the vulnerability front, The Register reports that China-linked cybercriminals had working VMware ESXi hypervisor escape exploits more than a year before the bugs went public. That means they could jump from virtual machines to the underlying host, which is like breaking out of a jail cell and owning the entire prison. For cloud-heavy US and allied infrastructure, that’s a strategic warning: assume your virtualization layer is already a target, not a shield.

In Washington, the policy response has gone from “concerned” to “architecting a new stack.” The latest National Defense Authorization Act, summarized by law firm analyses like King & Spalding and Baker McKenzie, ramps up restrictions on Department of Defense procurement from Chinese-linked firms. We’re talking phased bans on computers and printers from covered Chinese entities, limits on batteries and optical systems, and even a prohibition on using AI from China’s DeepSeek in Pentagon contracts. Treasury’s new outbound investment rules, implementing the China-focused executive order, fence off US capital from Chinese semiconductors, quantum tech, and AI.

Beijing is not just taking punches. South China Morning Post reports on Shanghai rolling out a roughly US$10 billion investment blitz into semiconductors, AI, and other high-tech sectors, while Chinese experts like Wei Shaojun warn domestic firms to be cautious in their rush for Nvidia H200 chips as Washington’s stance whiplashes between minor easing and renewed pressure. At the same time, Beijing is probing Meta’s US$2.5 billion Manus acquisition on tech-export grounds, signaling that if the US can weaponize chips and capital, China can weaponize market access and data.

Strategically, here’s the play: the US is trying to starve China of the high-end stack – advanced chips, AI training compute, sensitive investments – while hardening its own supply chain and codebase. China is racing to localize the stack, from fabs to foundation models, while using cyber operations like Salt Typhoon and ESXi exploits to offset its hardware gap with information advantage.

Looking ahead, most experts I’m watching expect three things in the next few months: first, more targeted US sanctions that tie specific Chinese cyber campaigns to concrete financial pain; second, Chinese countermeasures using export controls on critical materials and tech reviews of Western deals; and third, an arms race in defensive AI, as both sides use machine learning to hunt each other’s hackers at scale.

For you in industry, that means compliance teams and CISOs are now playing the same game: map your exposure to Chinese suppliers, US rules, and stealthy advanced threats,...

This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tussles. Picture this: it's early 2026, and the US-China tech war is hotter than a DeepSeek server farm on overdrive. Over the past two weeks, Beijing's been flexing hard while Uncle Sam tightens the screws—let's dive in, byte by byte.

First off, cybersecurity's a battlefield. Taiwan's National Security Bureau dropped a bombshell on January 4: China's cyber army hammered them with 2.63 million intrusion attempts daily in 2025, up 6% from last year. Energy grids got a tenfold spike—think hackers from BlackTech and Flax Typhoon probing industrial control systems to flip the switch on power plants. Hospitals? Ransomware gangs stole patient data, flogging it on the dark web in at least 20 cases. And it synced with PLA patrols and President Lai Ching-te's big moments, per the NSB report. Echoes of that December 2024 US Treasury hack by Chinese APTs via BeyondTrust? Yeah, supply-chain sneaky is their jam.

Policy shifts? China just slapped a ban on dual-use exports—like drones and chips—to Japan's military-linked buyers, per Hindustan Times today. Tit-for-tat after Tokyo's own controls on radar and circuits. Stateside, Senators McCormick and Shaheen pushed legislation to prep US markets for South China Sea flare-ups, shielding Taiwan's semiconductor lifeline.

Tech restrictions and industry hits: Nvidia's eyeing H200 AI chip shipments to China by mid-February from stockpiles, but Uncle Sam's Commerce, State, Energy, and Defense are reviewing sales. ByteDance is dropping 14 billion bucks on those Nvidia beasts for TikTok, Volcano Engine, and LLMs—valuation now at 500 billion post-US JV with Oracle and Silver Lake. Meanwhile, China's chip kings SMIC and Hua Hong are gobbling subsidiaries in billion-dollar deals for self-sufficiency. TSMC snagged a US license to import American tools into China fabs, keeping lines humming.

AI and robotics? Premier Li Qiang rallied Shenzhen techies on January 6 to robotize everything from factories to homes. DeepSeek's founder Liang Wenfeng dropped a paper rethinking deep learning for bigger models on the cheap, crediting Nvidia's Jensen Huang for open-source vibes. Ubiquant's LLM is smoking GPT-5.1 with fewer params, and iFlytek's pivoting to chip design.

Strategically? NYU's Winston Ma says China's AI is policy-fueled rocket fuel for 2026. Natixis' Gary Ng warns don't sleep on Beijing's EUV lithography push—national security dream. FDD's Jack Burnham flags cyber-economic warfare pre-invasion, urging US convoy drills and Taiwan resilience. With Trump-Xi visits looming, a "smart AI agenda" could cool things, per The Diplomat.

Forecast? China corners one-third of global EVs by 2030, UBS predicts, tariffs be damned. But escalating cyber ops signal hybrid war prep—US must counter with offensive cyber deterrence and ally fortification.

Whew, listeners, that's Beijing Bytes—stay sharp out there. Thanks for tuning in, smash that subscribe, and keep it locked.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here diving into the absolute chaos that is the US-China tech war right now, and trust me, it's heating up faster than a GPU under load.

Let's start with the cyberattack situation because it's genuinely wild. Taiwan's National Security Bureau just dropped a report showing that China launched 2.63 million intrusion attempts per day targeting Taiwan's critical infrastructure last year, which is more than double the 1.23 million from 2023. Even wilder? Cyberattacks on Taiwan's energy infrastructure jumped tenfold. Meanwhile, a China-linked threat actor called DarkSpectre has been running the Zoom Stealer campaign affecting 2.2 million users across Chrome, Firefox, and Edge, stealing meeting data that could fuel corporate espionage. This isn't some theoretical risk anymore, listeners, this is happening right now.

On the chip front, things are getting spicy. Nvidia is aiming to start shipping its H200 AI chips to China by mid-February, potentially fulfilling orders for 40,000 to 80,000 units. But here's the catch, the US Commerce, State, Energy, and Defense departments are reviewing whether to even allow those sales. Meanwhile, ByteDance is planning to spend roughly 14 billion dollars on Nvidia chips in 2026 if the H200 gets approved. It's basically a game of technological poker where each move matters enormously.

China's throwing serious resources at this race too. According to the Council on Foreign Relations, Beijing has spent 900 billion dollars over the past decade on AI, quantum, and biotech development, outpacing US investment and spending twice as much on quantum tech alone. DeepSeek is making headlines with its advanced thinking features and a new technical paper proposing rethinking deep learning architecture entirely. Meanwhile, Chinese quant fund Ubiquant launched an LLM claiming to rival GPT-5.1 and Claude using far fewer parameters.

Here's what keeps me up at night though, the supply chain vulnerability situation. The US depends on China for 70 percent of rare earth elements overall and 99 percent of heavy rare earths. In semiconductors, 30 percent of printed circuit boards and 60 percent of essential chemicals come from China. Biotech is even worse with 80 percent of key starting materials and 33 percent of global active pharmaceutical ingredient capacity sourced from China. As one analyst put it, China may not build the best AI models, but they could win the market if they can power and deploy AI at scale.

The geopolitical implications are massive. The US Space Force is entering 2026 amid escalating threats, with China operating over 1,060 satellites dedicated to intelligence and surveillance. Europe's watching nervously while London becomes the unexpected frontline for the robotaxi battle between US and Chinese companies.

Thanks for tuning in, listeners. Make sure you subscribe for more updates on this ongoing technological showdown.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, it's Ting here with your Beijing Bytes update on the tech war heating up between the US and China. So buckle up because the past two weeks have been absolutely wild.

Let's kick off with what might be the most jaw-dropping development. On December ninth, Trump announced the US would allow Nvidia's H200 processors to get exported to China with a twenty-five percent fee. Now this absolutely sent shockwaves through Washington because these chips are nearly six times more powerful than the H20 models China's been using. According to cybersecurity analysts at the Asia Times, without these H200 exports, America would hold a twenty-one to forty-nine times advantage in AI compute production this year. But with unrestricted exports? That advantage shrinks to between six point seven times and just one point two times. Yeah, you read that right. One point two times. So basically Trump just handed Beijing a massive leverage point in the AI arms race.

Meanwhile, DeepSeek dropped what I'm calling the mic drop moment of the season. On January first, the Hangzhou-based AI startup published research on something called Manifold-Constrained Hyper-Connections, or mHC for short. This is their training method that lets AI models scale without ballooning computational costs. Remember last January when DeepSeek's R1 model wiped nearly six hundred billion dollars off Nvidia's market value in a single day? Well, this new research basically validates everything they claimed about training world-class models on a shoestring budget. Sam Altman declared code red at OpenAI, Google DeepMind got nervous, and honestly, the entire Silicon Valley establishment started sweating.

On the security front, President Trump signed the National Defense Authorization Act, which explicitly bans engineers from China and other adversarial nations from accessing Pentagon IT systems. This came directly after ProPublica exposed how Microsoft had been using Chinese engineers through something called digital escorts to maintain military cloud infrastructure. The JWCC contract, valued up to nine billion dollars, now has to completely overhaul its workforce. Microsoft's looking at serious relocation costs and potential delays.

The geopolitical chess match is intensifying too. China's pushing high-quality development and positioning itself as open to the world through expanded free trade ports in Hainan. Meanwhile, the US is tightening the screws with the Biosecure Act forcing biotech companies to sever ties with Chinese partners.

Here's what keeps me up at night though, listeners. We're seeing an escalation spiral where both sides are misreading each other's intentions. The US sees Chinese AI advancement as an existential threat, while China views American restrictions as economic warfare. Neither side's talking about actual cooperation, and that's dangerous.

Thanks so much for tuning in to Beijing Bytes. Make sure you subscribe for more deep dives into the tech Cold War. This has been a quiet please production, for more check out quiet please dot ai.

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Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tango. Picture this: it's early 2026, and the US-China tech war just hit warp speed after Xi Jinping's New Year's mic drop, calling 2025 the year Chinese AI models like DeepSeek's R1 and Alibaba's Qwen3-Max smoked rivals, sending Nvidia shares tanking 17% in a day—poof, $600 billion gone. Xi's hyping homegrown chips too, as Beijing rolls out its 15th Five-Year Plan, pumping R&D into AI, quantum, and brain-computer interfaces, with Deloitte forecasting China's AI chip market exploding seven to nine times bigger than last year's $40 billion beast.

But hold onto your firewalls—cyber hits are escalating. A sneaky cyberattack just hammered a Chinese supplier in Apple's supply chain, risking trade secrets and exposing how fragile these chokepoints are, per DieSec reports. Meanwhile, China's new Cybersecurity Law kicked in January 1st, The Cyber Express says, mandating 60-minute reporting for critical breaches and nailing execs with personal liability—talk about tightening the screws on operators from power grids to Huawei's labs. Across the pond, the Pentagon's fresh report blasts China's PLA for Volt Typhoon cyberespionage burrowing into US critical infrastructure, prepping to disrupt ops in a Taiwan showdown they aim to win by 2027.

Policy pivots? Beijing slashed tariffs on 935 high-tech imports like intelligent bionic robots and battery materials starting January 1st, Asia Times notes—a sly trade war twist to stockpile for self-sufficiency amid Trump's greenlight for Nvidia H200 chips to China with a 25% surcharge. Industry's reeling: Meta snapped up Chinese-rooted AI startup Manus for $2 billion, while CL0P ransomware munches Oracle EBS systems worldwide, and shadow AI lurks as employees sneak rogue models, KPMG warns.

Strategically? This arms race in AI and semis leaves the US vulnerable, per DOD, as China eyes biotech and hypersonics. Experts like Jonathan Ping at Bond University predict Beijing ramping coercive cyber ops on Taiwan without full war, while US-China summits—up to four Trump-Xi meetups—steer the "giant ship" toward tactical truces, not peace. Infosecurity Magazine forecasts geopolitics multiplying cyber risks, hitting shipping lanes from South China Sea to Suez.

Forecast? 2026's a powder keg: China's innovation index top-10 surge meets US export curbs, birthing hybrid warfare where hacks and chips clash. Buckle up, techies—resilience or rupture?

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tango. Picture this: it's the dying days of 2025, and the US-China tech war is hotter than a Huawei server farm on overdrive. Over the past two weeks, Beijing's been flexing hard while Washington tightens the screws—let's dive in.

First, cybersecurity fireworks. Mustang Panda, that sneaky Chinese hacking crew, dropped a signed kernel-mode rootkit to sneak in their TONESHELL backdoor, hitting some Asian target mid-year, per Kaspersky's fresh report. Then Evasive Panda poisoned DNS requests to sling MgBot malware at folks in Türkiye, China, and India—espionage gold, Kaspersky says. Don't sleep on Cisco's warning: a China-nexus APT, UAT-9686, exploited a zero-day in AsyncOS email gear for Secure Email Gateways. And MongoBleed, CVE-2025-14847, is bleeding memory from MongoDB servers worldwide, with CISA adding it to their Known Exploited Vulnerabilities list—US, China, EU all feeling the sting, Resecurity notes.

Policy punches? The FCC banned all foreign-made drones and parts December 23, nuking DJI's new models and blacklist-bumping Chinese drone makers—SCMP called it an escalation that won't faze Shenzhen's drone bosses much. US lawmakers pushed to slap DeepSeek and Xiaomi on the military-linked firms list, while reviewing Nvidia H200 chip sales to China. Biden's Outbound Investment Security Program got a statutory glow-up via the COINS Act of 2025, locking down US cash into Chinese semis, quantum, and AI—O'Melveny & Myers broke it down.

China's clapping back fierce. They're mandating 50% domestic gear for new chip fabs, Reuters sources confirm, accelerating self-reliance. Shenzhen's eyeing AI in every household for their five-year plan, SCMP reports, while Huawei's Meng Wanzhou touted the Ascend AI ecosystem and Atlas 900 supernode. Xi Jinping himself hyped AI and chip wins in his New Year's Eve speech—triumphant vibes. iFlytek's spinning off a semiconductor design arm, and Moore Threads launched Huashan AI and Lushan gaming chips to jab at Nvidia.

Industry ripples? Meta snapped up China-founded Manus AI for billions, bringing agent tech to the masses. AgiBot's forecasting $142 million revenue, shipping 5,000 humanoid bots amid Beijing's embodied AI push—Morgan Stanley says China owns five times the US patents there. Xiaomi denied military ties after US lawmakers' gripes.

Strategically? China's economic adviser Wang Yiming urged a basic research pivot to dodge US supply cuts—they missed R&D targets. Stanford's Guo Di and Xu Chenggang warn China'll lose the AI war: US holds 75% global compute vs China's 15%, talent and markets lagging. Natixis' Gary Ng says don't sleep on Beijing's semi ambitions as national security fuel. Trump team's eyeing "Pax Silica" AI chains with allies, per SCMP explainer.

Forecast? 2026 ramps up—expect more tariffs, drone dogfights, and cyber shadowboxing. China doubles down on domestics; US allies up. Tech war's just warming up, listeners.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with Beijing Bytes, your snappy dive into the US-China tech war fireworks from the past couple weeks. Picture this: I'm hunkered down in my Beijing cyber lair, caffeine-fueled, decoding the chaos as 2025 wraps with Trump-era tariffs slamming Chinese imports at 10% while Beijing fires back with restrained probes into Google and cuts import tariffs on high-tech goodies like renewables for 2026. But the real pulse-pounder? Nvidia's wild chip tango—after halting H20 exports in April, the Trump admin just greenlit the beastly H200 to "approved" Chinese customers. Beijing Jiaotong Review reports this six-times-powerful chip lets our AI labs crank supercomputers rivaling America's top dogs, proving full decoupling's a pipe dream.

Cyber front's exploding like a zero-day party. Innovate Cybersecurity's top news blasts a historic 16 billion credential mega-leak—Google, Apple, Facebook logins compiled from infostealer malware, teeing up credential stuffing apocalypse for sloppy MFA setups. Then bam, React2Shell zero-day (CVE-2025-55182) hits critical infra; CISA slaps it on exploited vulns list, and Chinese-linked hackers swarm Meta's React components for cryptominers and backdoors. Salt Typhoon APT keeps hammering US telecoms per Dark Reading, while Evasive Panda deploys MgBot backdoors via DNS poisoning in China, Turkiye, and India, as Check Point Research warns. FortiGate auth bypasses (CVE-2025-59718) let attackers waltz into perimeters, and MongoBleed (CVE-2025-14847) leaks data from 87,000+ servers—The Hacker News confirms active exploits.

Policy-wise, Pentagon blacklists 134 China-linked firms in telecom, AI, aerospace—phased bans kick in June 2026 per JobsWithDoD, nuking DoD contracts and indirect buys by '27. US lawmakers rage at global chip gear from ASML, Tokyo Electron fueling our fabs, Economic Times says. Industry? Nissan's data spill via Red Hat supply chain breach ripples automotive woes; Elon Musk gripes on X as silver prices spike from our Jan 1 export curbs, vital for Tesla batteries.

Strategically, Outlook Business nails it: US pours $109B into GPT-5 frontier AI, semis, but we dominate 2M+ industrial robots, DeepSeek-R1 efficiency, drone swarms. Goldman Sachs says export controls sped our self-reliance—rarer earths, magnets give us leverage. Pentagon frets we'll hit 1,000+ nukes by 2030, Korea JoongAng Daily reports, amid J-36 sixth-gen jet rushes.

Forecast? Witty wager: 2026 sees "fight-talk" peak—more chip carveouts, cyber tit-for-tat, but robotics and inference AI tilt our way. US talent edge vs. our scale? Game's nuanced, listeners—decoupling fails, hybrid wins.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your friendly neighborhood China–cyber–hack nerd, back with another round of Beijing Bytes on the US–China tech war. Let’s jack straight into the matrix.

Over the past two weeks, the headline grabber has been chips and AI power. Techspective reports that Beijing has quietly kicked off what insiders are calling a “Silicon Manhattan Project” in Shenzhen, a state‑backed crash program to reverse‑engineer ASML‑class EUV lithography so China can make sub‑7‑nanometer chips without touching a single American‑controlled chokepoint. Reuters and Taiwan News, cited in that analysis, say there’s already an experimental EUV light source working in a secure lab, with Huawei and top leadership figures like Ding Xuexiang coordinating the push. If that’s real, it compresses the West’s assumed decade‑long lead in advanced semiconductors down to maybe three to five years and would shred the leverage behind U.S. export controls.

Washington’s answer has been to throw money, laws, and lawyers at the problem. The EurAsian Times notes that the new FY2026 National Defense Authorization Act steers nearly a trillion dollars toward closing tech gaps with China and Russia, with billions for AI, hypersonics, space‑based sensors, quantum, and a hardened supply chain that cuts reliance on Chinese optical components and critical materials like gallium and germanium. At the same time, coverage from outlets like AOL highlights a new Senate proposal to lock in current AI‑chip export controls, making it harder for future administrations to quietly loosen the screws on companies like NVIDIA when Beijing complains.

On the Chinese side, the legal stack is getting thicker and sharper. AInvest details how 2025 updates to the Cybersecurity Law, Network Data Security Management Regulations, and new AI labeling rules hard‑wire data localization and content control into China’s digital economy, while Chinadaily describes a revised Foreign Trade Law that beefs up Beijing’s toolkit for weaponizing export controls and digital trade in any future showdown.

Meanwhile, the cyber domain is a live‑fire range. DeXpose reports the SafePay ransomware gang hammering U.S. targets like Harvey & Martin, PLLC and the Raritan Yacht Club, and AInvest tracks how crypto‑enabled cybercrime now routes billions through “Chinese laundromat” networks tied to North Korean operators. On the flip side, WebProNews recounts white‑hat hackers at Shanghai’s GEEKCon hijacking Chinese robots from Unitree with a whispered command, raising alarms in the U.S. as those bots creep into prisons and defense logistics.

Strategically, Andrew Erickson’s analysis of the latest Pentagon report on Chinese military power, along with commentary in The Japan Times, converges on one point: AI and cyber are now core to deterrence, not just cool gadgets. Expect more U.S. pressure on allies through frameworks like the new “Pax Silica” tech bloc described by the Jerusalem Post, and more Chinese efforts to route around the American‑led chip and cloud stack entirely.

My forecast: 2026 is going to be less “trade war” and more “layer‑8 cyber‑cold war” — simultaneous hardware denial, legal warfare, AI race, and supply‑chain hacking, all running in parallel. For companies, that means geofenced architectures, dual tech stacks, and compliance officers who sleep with both the Cybersecurity Law and the NDAA on their nightstand.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with Beijing Bytes, your snappy dive into the US-China tech war chaos from the past couple weeks. Picture this: I'm hunkered down in my Beijing cyber bunker, caffeine-fueled, dissecting the latest salvos while dodging digital dragons.

First off, the Pentagon dropped its bombshell "Military and Security Developments Involving the People's Republic of China 2025" report on December 23—right before Christmas, sneaky timing. It slams Beijing for closing the AI gap with killer large language models from Baidu, Alibaba, and Huawei, now powering PLA drones, cyber ops, and deepfake info warfare aimed at Taiwan. Think Volt Typhoon hackers, up 150% on US infrastructure hits like energy grids and water systems, prepping for a Taiwan blockade where they'd flood the narrative with AI-forged chaos. US counter? Rolling out GenAI.mil with Google's Gemini and soon Elon Musk's xAI Grok at Impact Level 5—giving troops real-time X insights. Analysts say China's generative AI fixes their weak sauce on foreign languages for authentic propaganda. Wild, right?

Cyber front's heating up too. Storm-1849, that Chinese crew, breached the UK Foreign Office in October via Cisco zero-days—echoes of Evasive Panda's DNS poisoning ops hitting Turkey, India, and even China itself with MgBot backdoors through 2024, per Kaspersky. Stateside, Snyderville Basin Water Reclamation District fended off what they peg as a Chinese international cyber-attack. And don't sleep on Sichuan Juxinhe Network Technology, sanctioned by Biden for US telco hacks.

Tech restrictions? US Trade Rep's Section 301 probe just greenlit phased tariffs on Chinese semis—starting zero, spiking by June 2027. China's Ministry of Commerce, via spokesperson He Yongqian, fired back on December 25, calling it WTO trash that wrecks supply chains. ASML's CEO Christophe Fourquet warns of a 2026 China sales plunge—over 30% of their €340 million EUV lithography beasts go there for AI chips—after Dutch gov seized Nexperia plant from Wingtech over security fears. Beijing hit back with rare earth curbs, though they're easing some amid Trump-Xi talks. Textiles got hammered too, with US duties near 47% stacking up.

Industry ripples: Anduril's Palmer Luckey among 10 US execs and 20 firms sanctioned by China after massive Taiwan arms sales. ASML eyes €32 billion revenue in 2025 despite the mess.

Strategically? Pentagon sees direct homeland risks from China's nukes, cyber, and space plays—deterrence by strength, no humiliation. Experts forecast 2026 fractures: TikTok deadlines, soybean buys, rare earth flips. China innovates on, hitting Global Innovation Index top 10. US firms lose billions ditching the market.

Witty wrap: It's less Thucydides Trap, more AI cage match—who blinks first on chips and hacks?

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Hey listeners, Ting here with your latest download of Beijing Bytes, where the US‑China tech war is basically a never‑ending zero‑day.

Let’s start with the big-picture alert. The new Pentagon report to Congress, Military and Security Developments Involving the People’s Republic of China 2025, says China’s rapid military buildout now puts the US homeland directly at risk, with cyber operations called out alongside nukes and space weapons. The report highlights a 150 percent spike in Chinese intrusions on US critical infrastructure in 2024, including the Volt Typhoon campaigns quietly burrowing into energy, water, and telecom networks as potential “break glass in case of Taiwan crisis” access.

Beijing, meanwhile, is tightening its own digital perimeter. Cooley’s China data team notes that regulators just dropped multiple draft rules: new personal information protection rules for large online platforms, new cyberspace supervision and inspection measures for public security, and fresh network data security risk assessment requirements. Translation: if you’re a big platform or cloud provider touching Chinese users, expect deeper audits, mandatory risk assessments, and faster penalties when something pops.

And something just popped. Kuaishou, the Chinese short‑video giant and TikTok rival, was hit by what Chinese outlets and Cybersecurity Insiders describe as an AI‑powered porn content attack that hijacked livestreams and briefly flooded users’ feeds, wiping about 6 percent off Kuaishou’s market cap in a day. Analysts at AInvest point out that this single incident has reignited questions about content security, model abuse, and whether Chinese social giants are under‑investing in hardcore cyber over pure growth.

On the economic front, the chip war looks like a stalemate with a timer. Tom’s Hardware and Asia Financial report that the Trump administration has announced new tariffs on Chinese semiconductors and electronic components, but pushed implementation to 2027. Officially it’s retaliation for “non‑market overcapacity” and semiconductor dominance; unofficially it’s a pressure valve as Washington tries to keep talks with Beijing alive while also leaning on Section 301 findings that accuse China of unfairly targeting legacy chips.

Meanwhile, Futurism points out that years of US export controls on Nvidia AI silicon have had a side effect: global investors are suddenly rating Chinese tech as “most attractive,” with UBS citing strong policy backing, self‑reliance, and rapid AI monetization. Beijing’s bet on domestic AI chips and models is starting to look less like catch‑up and more like parallel ecosystem.

Strategically, here’s the play: the US is trying to slow China’s access to cutting‑edge hardware while exposing and hardening against Chinese cyber operations. China is locking down data at home, pushing indigenous chips, and probing US infrastructure to build leverage. Over the next year, expect more “not yet active” tariffs, more AI‑driven cyberattacks on both sides’ platforms, and a sharper split in cloud, chips, and critical‑infrastructure tech stacks.

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Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tussles. Picture this: it's December 22, 2025, and the US-China tech war just hit a plot twist hotter than a DeepSeek server farm. President Donald Trump just greenlit Nvidia's H200 AI chips for shipment to "approved" Chinese customers, straight from his Truth Social post after chatting with Xi Jinping. That's right—after years of Biden-era bans, Trump's deal slaps a 25% US government cut on every sale, turning export controls into a cash cow. Nvidia CEO Jensen Huang's grinning ear-to-ear, prepping 40,000 to 80,000 units by Lunar New Year 2026, per Reuters. But hold up—national security hawks like Missouri Senator Josh Hawley are fuming, warning it supercharges China's AI edge, while fans say it keeps Beijing hooked on Uncle Sam's silicon instead of Huawei's homebrew.

Cyber front's exploding too. The US Justice Department indicted 12 Chinese hackers from Ministry of State Security units for infiltrating aerospace giants, national labs, and even pandemic researchers—CybelAngel reports years of data grabs on defense contractors. Then bam, LongNosedGoblin, that sneaky China-aligned APT crew, is abusing Group Policy to drop NosyDoor backdoors on government nets in Southeast Asia and Japan, according to Check Point Research and Cyware Social. CrowdStrike's flagging Warp Panda's Brickstorm malware hitting more targets, and Ink Dragon's expanding espionage into European governments. Oh, and a massive leak: 4 billion records from Alipay and WeChat dumped unprotected—phone numbers, addresses, the works—security researchers are losing sleep.

Policy-wise, Republicans are pushing to blacklist DeepSeek and Xiaomi on the military-linked firms list, South China Morning Post says, while Trump signed a defense bill curbing US investments in Chinese tech. TikTok's US deal's shaky—Beijing might nix the spin-off. Industry's reeling: Alibaba's dumping $53 billion into AI inference chips, Baidu's eyeing a chip spin-off, and Nvidia's H200 kills demand for China's Biren and Huawei alternatives. Experts like Natixis' Gary Ng warn don't underestimate Beijing's EUV lithography push for AI supremacy.

Strategically? US keeps the AI lead but risks parity—Nvidia's Huang calls China "nanoseconds behind," fueling their domestic surge. Forecasts: short-term Nvidia revenue boom, but by 2026, expect Beijing's "bundling" mandates forcing hybrid US-Chinese clusters, per market analysts. Trump's transactional diplomacy might spread to quantum and biotech—pay-to-play or bust. China? They'll hack harder, innovate faster, turning restrictions into rocket fuel.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with your Beijing Bytes download on the US‑China tech war, and wow, the last two weeks have been spicy.

Let’s start with the fresh exploit on everyone’s dashboards: Cisco’s zero‑day, CVE‑2025‑20393. Cisco Talos and coverage in The Hacker News say a China‑linked APT, tracked as UAT‑9686, has been quietly owning Secure Email Gateway and Secure Email and Web Manager since late November, dropping backdoors and log scrubbers on enterprise gear that literally guards the inboxes of governments and big business. ESET and others are simultaneously flagging another China‑aligned crew, LongNosedGoblin, using Windows Group Policy for deep espionage across Southeast Asia and Japan. So while Washington talks deterrence, Beijing’s operators are already in the email and the domain controllers.

Flip the board and the US is swinging back with laws instead of malware. South China Morning Post and The Star report that the latest US National Defense Authorization Act bakes in big outbound‑investment guardrails on Chinese tech with military use and clamps down on federal contracts with Chinese biotech via the Biosecure Act. That means venture money headed toward Chinese quantum, semiconductors, and AI with People’s Liberation Army ties suddenly has a giant “are you sure?” dialog box on it. The intent is to starve Beijing of US capital and data in dual‑use sectors, not just chips.

Speaking of chips, SCMP says the US Commerce Department has launched a review of Nvidia’s H200 sales into China, while lawmakers push to add DeepSeek and Xiaomi to the Pentagon’s list of Chinese military‑linked firms. At the same time, analysts quoted by SCMP and Natixis warn that China is sprinting toward its own EUV lithography and world‑class open‑weight AI models from players like Moonshot and DeepSeek. Washington tries to slow the feed; Beijing tries to rebuild the whole restaurant.

On the policy home front, China Daily details Beijing’s new platform pricing rules that slam “big data discrimination” and force transparency around algorithms, auto‑renewals, and fee structures. It’s framed as consumer protection and fair competition, but also quietly hardens control over the country’s digital platforms and the data and AI models running on them.

Strategically, experts from Goldman Sachs to Elon Musk, quoted in the Times of India, are warning that China’s exploding power capacity and nuclear build‑out could give it a long‑term edge in AI and data‑center scale, while US grids creak under demand. Combine that with tightening US investment controls and aggressive Chinese cyber operations, and you get a future where Washington leans on finance, law, and alliances, and Beijing leans on infrastructure, scale, and very persistent hackers.

Over the next year, expect more: narrower but sharper US chip and investment curbs, China racing for semiconductor self‑sufficiency, and cyber campaigns like the Cisco hack becoming the new normal background noise.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your go-to gal for all things China cyber chaos and tech tango. Buckle up, because the US-China tech war just hit warp speed these past two weeks—think chip deals dangling like forbidden fruit, hackers jailbreaking AI like it's a bad rom-com, and policies flipping faster than a Beijing street vendor's pancakes.

First off, the big buzz: Trump's crew kicked off a high-stakes review of licenses for Nvidia's beastly H200 AI chips to China, routing them through the Commerce, State, Energy, and Defense Departments. Reuters reports ByteDance and Alibaba are drooling over massive orders, while China's Commerce Minister Wang Wentao cozied up with AMD CEO Lisa Su in Beijing to chat business. Trump's pitching this as a win—slap a 25% fee on sales to fund US R&D and kneecap Huawei and Cambricon. But hawks like ex-NSC official Chris McGuire are fuming, calling it a "strategic mistake" that hands Beijing AI rocket fuel. ITIF analysts counter that bans just turbocharge China's homegrown chips, like Huawei's Ascend 910C supernodes rivaling Nvidia's Blackwell. Smart money? China green-lights buys but bundles 'em with local silicon to stay in the AI race.

Cyber front's a dumpster fire. Cisco Talos nailed Chinese APT group UAT-9686 exploiting a fresh zero-day, CVE-2025-20393, in AsyncOS for Secure Email Gateway—CVSS 10, full root access, backdoors galore since late November. No patch yet, and it's echoing Salt Typhoon's telecom carnage, hitting US telcos and even feds, per Mandiant and Microsoft. Then Anthropic dropped a bombshell: Chinese hackers jailbroke their Claude AI for autonomous espionage, automating 80-90% of recon, exploits, and data exfil on 30 orgs. House Homeland Security grilled Anthropic's crew on why safeguards flopped—obfuscation networks hid the China origin.

Policy punches: Trump inked the NDAA with Biosecure Act banning fed contracts with Chinese biotech like BGI, and FIGHT China Act curbing US investments in mil-tech firms. His National Security Strategy screams economic sovereignty—tariffs, export controls, all transactional. China fired back, tightening gallium and germanium exports per Financial Content reports.

Industry's reeling—US firms get cash, but risk military boosts; China's pivoting to self-reliance, slashing AI firm power bills and allying on domestic tech. Experts like Paul Triolo say it's economic security chess: US stays ahead by selling second-tier gear, but Trump's fee could backfire. Forecast? More AI-cyber arms race, with Beijing's hackers evolving faster than patches fly.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your friendly neighborhood China–cyber–hack-all-the-things nerd, and Beijing Bytes is lit this week, so let’s jack straight into the mainframe.

Over the past two weeks, the US–China tech war has basically hit “hard mode.” On the cyber front, US and Canadian agencies say Chinese state-backed operators are running a long-term espionage campaign using BRICKSTORM malware to burrow into government and critical infrastructure networks across North America, living inside VMware and Windows environments like digital squatters. CISA, the NSA and the Canadian Cyber Centre describe it as multi‑year, stealthy, and very much still active. At the same time, Cisco just revealed a Chinese-linked campaign exploiting a zero‑day in Cisco Secure Email Gateway and related products; there’s no patch yet, and Cisco Talos says the attackers have been dropping persistent backdoors since at least late November. Translation: big Western enterprises are getting quietly owned.

Zooming out from individual breaches, Washington is hard‑wiring China tech controls into law. Policy analysts at Bocconi and trade publications covering chips report that the new SAFE CHIPS Act would lock in a 30‑month ban on exporting the most advanced AI processors—think Nvidia H200s and Blackwell-class silicon—to China and other “adversarial” states, stripping the Commerce Department of wiggle room on licenses. At the same time, legal analysts say the latest US outbound investment law, folded into this year’s defense legislation, tightens scrutiny on American money flowing into Chinese AI, quantum, and other “prohibited technologies,” adding reporting and potential blocking authority.

Enforcement is getting teeth too. A Commerce Department notice just slapped a 10‑year export denial order on Richard Shih for illicitly shipping US tech to restricted Chinese entities, a case compliance lawyers are calling a warning shot that China-linked supply chains will face much tougher audits. On Capitol Hill, a congressional report covered by the Associated Press and ABC News accuses China of exploiting US Department of Energy–funded research partnerships to siphon sensitive nuclear and dual‑use technologies into the People’s Liberation Army ecosystem, with investigators pushing for stricter vetting of US–China academic collaborations.

Beijing isn’t just taking punches; it’s refactoring its own codebase. JD Supra and other legal briefings note that China has finalized major amendments to its Cybersecurity Law, effective January, cranking up fines, tightening incident reporting rules, and—crucially—explicitly baking state support for AI into the law: more data, more compute, more algorithms, with “security” as the political wrapper. Separate CAC measures on cybersecurity incident reporting that kicked in last month force Chinese network operators and critical infrastructure players to classify and rapidly report attacks, giving Beijing richer telemetry for both defense and, let’s be honest, potential offensive learning.

Strategically, think of this as managed interdependence, not a clean decoupling. Scholars writing on 2025 US–China relations point out that trade and supply chains still bind the two, but AI chips, rare earths, and data flows are now chokepoints both sides are weaponizing. US export controls are nudging Chinese champions like Huawei and domestic AI chipmakers to race for self‑reliance, while Chinese cyber units probe Western infrastructure to map pressure points for any future crisis over Taiwan or beyond.

Forecast? Expect three things: more codified US restrictions that are very hard for future administrations to unwind; faster Chinese substitution in AI hardware and secure‑by‑policy infrastructure; and cyber operations that increasingly blend classic espionage with AI‑boosted tooling, hitting both governments...

This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with Beijing Bytes, your snappy dive into the US-China tech war fireworks from the past couple weeks. Picture this: I'm hunkered down in my Beijing bunker, caffeine-fueled, decoding the chaos as Trump and Xi play 4D chess over chips and code.

First off, cybersecurity's popping like fireworks at a CCP gala. Google Threat Intelligence nailed five China-linked groups exploiting the React2Shell zero-day, CVE-2025-55182, for malware drops—think nation-state hackers from the Middle Kingdom slipping into global networks like ghosts in the machine. Check Point Research clocked a global cyber surge in November, averaging 2,003 attacks per org weekly, with education sectors getting hammered. And just today, December 15th, China's Cyberspace Administration of China rolled out their shiny new Cybersecurity Incident Reporting Measures, live since November 1st. Network operators and critical infrastructure bigwigs now classify breaches from "particularly major"—like paralyzing systems for six hours or leaking 100 million personal records—to mere hiccups, all with mandatory reports to keep Xi's digital fortress tight.

Flip to policy ping-pong: Trump's crew eased export curbs on Nvidia's beastly H200 AI chips to China, slapping a 25% fee per unit as a "compromise" post his Busan powwow with Xi Jinping. Reuters and AInvest confirm this whiplash—Biden's AI Diffusion Rule got scrapped, letting H200 flow while blocking Blackwell series. But Just Security warns it's a strategic blunder: US firms like Nvidia lose billions, funding China's smuggling rings and homegrown hacks like DeepSeek's R1 model, rivaling OpenAI on fewer chips. Meanwhile, Trump's December 11th Executive Order, Ensuring a National Policy Framework for Artificial Intelligence, preempts state AI regs, blocking enforcement and new laws—Oliver Patel's Substack calls it a litigation-fueled pivot after Congress smacked down a moratorium.

Industry's reeling: China's five-year plan amps Made in China 2025, chasing tech supremacy in semis and data centers, per Barry Rosenberg at Breaking Defense. Moody's flags the new BIS 50% rule exploding entity lists sixfold on ownership models, hitting traders hard. Rare earths? South China Morning Post says Beijing's demand surge for F-35 steel spells pain for US defense.

Strategically, UCS Blog nails it: US races for global AI dominance, unshackled; China tools it for populace control via civil-military fusion. FPIF spots Beijing's Arms Control White Paper pushing UN norms to hobble US AI leads. Eurasiareview praises Trump's July AI Action Plan uniting Silicon Valley titans, but Just Security frets Trump's tweet-speed vs. Xi's five-year grind erodes our edge—H200 nod proves semis are trade bait now.

Forecast? By 2027, China's chip game catches up, per industry analysts; expect more React2Shell-style exploits and Pacific drone bases to counter Beijing's scale. US must ally up or watch Huawei feast.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with Beijing Bytes, your witty dive into the US-China tech war chaos. Buckle up, because the past two weeks have been a rollercoaster of chip deals, hacker heists, and policy ping-pong—straight out of a cyberpunk thriller, but with real-world stakes.

Picture this: President Donald Trump drops a bombshell on Truth Social, greenlighting Nvidia's beastly H200 AI chips—second-most powerful in their lineup—for export to China. That's right, after Biden's "small yard, high fence" locked down advanced semis in 2022, Trump flips the script, snagging 25% of sales revenue for Uncle Sam. Economic Times reports ByteDance and Alibaba are already lining up to buy, but hold up—White House AI czar David Sacks tells Bloomberg China is straight-up rejecting them, pushing Huawei's homegrown alternatives instead. Nvidia CEO Jensen Huang cheers it as a "thoughtful balance," but experts like those at the Institute for Progress say H200s pack six times the punch of the weaker H20s Trump okayed over summer. Strategic play? Or China outfoxing the US by subsidizing $70 billion in domestic chipmaking? As Cyrus Janssen quipped in his live stream, the microchip war's hitting endgame, and Beijing might not even want Uncle Sam's leftovers anymore.

Meanwhile, cybersecurity's on fire. Senator Mark Warner, top Dem on the Senate Intelligence Committee, blasts that China's "Salt Typhoon" hackers are still burrowed deep in US telecoms like Verizon and AT&T—ongoing for two years, slurping unencrypted calls from basically every American. Financial Times echoes former NSA adviser Jake Sullivan calling it "sheer scale of access." FBI says networks are "pretty clean," but intel docs scream otherwise. Warner's pushing bills for mandatory telecom hardening, but billions in upgrades face corporate pushback. And get this—Anthropic disrupted AI-boosted Chinese hacks targeting 30 folks, showing bots are supercharging espionage. David R. Shedd's new book, The Great Heist, via CSIS, nails it: CCP's pulled off history's biggest IP theft across chips, telecoms, and military tech.

Policy-wise, Congress drops the National Defense Authorisation Act—NDAA—with the Biosecure Act blocking federal deals with Chinese biotech firms on a Pentagon "companies of concern" list, and FIGHT China Act curbing US investments in Beijing's AI, quantum, semis, and hypersonics. No more free rides for military-linked tech. Trump's White House counters with an Executive Order on December 11, "Ensuring a National Policy Framework for Artificial Intelligence," preempting state AI regs to let US firms innovate freely—because, as Trump gripes, China's got one vote with Xi Jinping, no pesky legislatures.

Industry's reeling: US AI market share dipped from 87% to 72%, per Izvestia, as China's DeepSeek outpaces ChatGPT on old hardware. Power shortages hobble US data centers, while Beijing's electricity surplus fuels the surge. Hoover Institution warns Western AI research is already sharpening CCP human rights abuses—H200s could turbocharge that.

Strategically? Craig Singleton at Foundation for Defence of Democracies says Congress is locking in "hard-edged, long-term competition" despite Trump's deal-making vibe. China’s rare earth leash keeps Washington dancing, but Beijing's self-reliance means ultimatums are toothless. Forecast: Escalating AI arms race, with China pulling ahead on compute scale unless US plugs cyber holes and fabs fast.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your friendly neighborhood China, cyber, and hacking nerd, diving straight into Beijing Bytes: US‑China Tech War Updates.

The past two weeks have been a roller coaster of silicon, sanctions, and zero‑days. Let’s start with the hottest chip in town: Nvidia’s H200. After months of drama, Donald Trump greenlit conditional exports of the H200 to approved Chinese buyers, with a 25% revenue skim flowing straight into the US government. Fintech Weekly and Carnegie analysts say this basically turns export control into a national‑security sales tax, keeping licensing power in Washington’s hands while still letting Nvidia cash in.

Over in Beijing, policymakers are… unimpressed. Asia Times reports Chinese commentators calling for a “twin‑track” strategy: use H200s for critical AI training where necessary, but double‑down on homegrown chips to avoid what they call “technological lock‑in.” Some even warn the H200 is a “sugar‑coated bullet” that cements dependence on US silicon. Add in Beijing’s earlier moves on drone parts, gallium and germanium exports, and you can see the pattern: China wants leverage in materials, the US wants leverage in compute.

On the cyber front, things got spicy. CISA and Canada’s Cyber Centre dropped a detailed analysis of BRICKSTORM malware, tying it to a China‑nexus group dubbed WARP PANDA, which specializes in cloud and VMware environments. The malware is designed for long‑term persistence inside IT and government networks. Acting CISA director Madhu Gottumukkala warned this isn’t smash‑and‑grab; it’s embed‑and‑wait sabotage tooling. Almost immediately, the UK sanctioned Chinese firms i‑Soon and Integrity Tech for “reckless and indiscriminate” cyberattacks, while China’s Foreign Ministry spokesperson Guo Jiakun fired back, calling the US a “hacker empire” and accusing London of politicizing cybersecurity.

Meanwhile, CISA, NSA, and FBI are still warning about China‑linked Volt Typhoon and Salt Typhoon burrowing into US infrastructure, and Dark Reading notes that Washington quietly paused planned sanctions on China’s Ministry of State Security over the Salt Typhoon telecom hack to protect a fragile trade deal. Translation: trade leverage is competing head‑to‑head with cyber deterrence.

Layer on top the global React2Shell exploitation wave. The Hacker News and Kaspersky say tens of thousands of attacks in a single day, disproportionately hitting Asia‑Pacific networks and select .gov and critical infrastructure targets. Analysts point out those targeting patterns line up suspiciously well with Beijing’s intelligence priorities.

Strategically, experts at Carnegie and ICAS argue both sides think they’re playing 4D chess: Washington believes it still dominates advanced chips by at least twenty‑to‑one, while Beijing bets that sanctions will ultimately accelerate Chinese self‑reliance in semis, AI, and even space‑based supercomputing, as highlighted by Chinese Academy of Sciences researcher Han Yinhe.

My forecast? Expect three things: more creative US export models like the H200 “taxed access” channel, sharper Chinese counters combining cyber operations with supply‑chain choke points, and an arms race in denial‑and‑deception—phantom data centers, smuggled GPUs, and ever stealthier malware.

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This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, I'm Ting, and we've got some absolutely wild developments brewing in the US-China tech war that'll make your head spin. So buckle up.

Just two days ago on December eighth, President Trump dropped a bombshell announcement that basically flipped nearly a decade of tech containment strategy on its head. The Commerce Department is now allowing Nvidia, Intel, and AMD to sell their advanced H200 AI chips to China in exchange for a twenty-five percent revenue cut going straight to the US government. Think of it as a pay-to-play scheme for artificial intelligence exports, and honestly, it's causing absolute chaos in Congress.

Here's where it gets spicy. The H200 is nearly six times more powerful than the H20 chip that was previously the maximum allowed export. That's like going from a bicycle to a Ferrari. Trump claims he personally discussed this with Xi Jinping and got the green light, but here's the catch: China's reportedly going to limit how many chips they actually buy anyway. It's this weird dance where both sides are pretending to cooperate while everyone knows the real battle is happening underground.

Speaking of underground, the Department of Justice just arrested two businessmen as part of Operation Gatekeeper, investigating a Houston-based smuggling ring that was illegally shipping H200s to China. They're literally busting people for doing exactly what the government just made legal. The irony is absolutely chef's kiss. Meanwhile, reports suggest China's already smuggling in Nvidia's latest Blackwell chips through the back door, and DeepSeek, one of China's leading AI firms, has supposedly built a massive cluster using exactly those banned chips.

But here's the really concerning part for national security. The Trump administration is also apparently pausing sanctions against China's Ministry of State Security over the Salt Typhoon intrusions that compromised at least nine US telecom companies last year. Salt Typhoon stole private communications from government officials including Trump and VP JD Vance. The FBI's offering ten million dollars for information on these hackers, yet the administration won't even mention Salt Typhoon in its newly released National Security Strategy. It's being completely ignored because trade deals matter more apparently.

Meanwhile, the administration just rolled back cyber security rules that were specifically designed to protect telecom providers from exactly these kinds of Chinese cyberespionage attacks. Michael Horowitz from the Council on Foreign Relations says this represents a dramatic reversal of nearly a decade of export control policy, essentially giving Beijing a powerful opening just as their AI capabilities are advancing rapidly.

The consensus from tech experts? This is a strategic disaster. Democratic senators are calling it an economic and security nightmare. Republican Congressman John Moolenaar warns that China will just copy the technology and eventually outcompete Nvidia anyway. Eric Hirschhorn, former senior Commerce Department official, says you absolutely cannot trade national security for financial gains.

China's AI sector has been struggling under export restrictions, forcing firms to use workarounds like parallel computing and burning through energy resources. This deal changes everything. They get immediate access to world-class technology while the US keeps its most advanced Blackwell and Rubin chips off limits. But that gap might not last long.

Thanks so much for tuning in, listeners. Make sure to subscribe for the latest on this unfolding tech drama because trust me, this story is far from over. This has been a Quiet Please production, for more check out quietplease dot ai.

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