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Beijing Bytes: US-China Tech War Updates
Inception Point Ai
185 episodes
2 days ago
This is your Beijing Bytes: US-China Tech War Updates podcast.

Beijing Bytes: US-China Tech War Updates offers timely and insightful coverage of the latest developments in the US-China technology competition. This regularly updated podcast explores the critical areas of cybersecurity incidents, new tech restrictions, and policy changes, shedding light on the industry impacts and strategic implications for both nations. Featuring expert analysis and future forecasts, Beijing Bytes provides listeners with a clear understanding of the ongoing tech rivalry and its global significance, making it essential listening for anyone interested in the intersection of technology and international relations.

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All content for Beijing Bytes: US-China Tech War Updates is the property of Inception Point Ai and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
This is your Beijing Bytes: US-China Tech War Updates podcast.

Beijing Bytes: US-China Tech War Updates offers timely and insightful coverage of the latest developments in the US-China technology competition. This regularly updated podcast explores the critical areas of cybersecurity incidents, new tech restrictions, and policy changes, shedding light on the industry impacts and strategic implications for both nations. Featuring expert analysis and future forecasts, Beijing Bytes provides listeners with a clear understanding of the ongoing tech rivalry and its global significance, making it essential listening for anyone interested in the intersection of technology and international relations.

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https://www.quietplease.ai

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Technology
News,
Politics,
Tech News
Episodes (20/185)
Beijing Bytes: US-China Tech War Updates
Silicon Smackdown: China's Stealthy Chip Hack Sparks DC Panic
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.

Thanks for tuning in, listeners, and don’t forget to subscribe. This has been a quiet please production, for more check out quiet please dot ai.

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1 day ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's AI Dragons Dodge US Cyber Salvos in Spicy Tech Tango
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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3 days ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's Big Brother Blitz: Chips, Hacks, and Stacks in the US-China Tech Tango
This is your Beijing Bytes: US-China Tech War Updates podcast.

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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5 days ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Trump Flips the Script: Nvidia's China Gambit Sparks Capitol Chaos
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 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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1 week ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's Cyber Ninjas Strike Again as US Battles Back with Laws Over Malware
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.

Thanks for tuning in, and don’t forget to subscribe. This has been a quiet please production, for more check out quiet please dot ai.

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1 week ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Sizzling Chips, Hacked AI, and Policy Potholes: US-China Tech Tango Hits the Fan!
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.

Thanks for tuning in, listeners—subscribe for more bytes from the frontlines! This has been a Quiet Please production, for more check out quietplease.ai.

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1 week ago
3 minutes

Beijing Bytes: US-China Tech War Updates
US-China Cyber Shade: Beijing Hacks Hard, Washington Fights Back!
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...
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1 week ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Trump Fumbles AI Chess as Xi Ghosts US Nets in Tech Tug-of-War
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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2 weeks ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Trump's Chip Flip-Flop: AI Arms Race Heats Up as China Hacks On
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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2 weeks ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Silicon Smackdown: US Chips, Chinese Hacks, and Spicy Sanctions in the Tech Showdown of the Century!
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.

Thanks for tuning in, and don’t forget to subscribe. This has been a quiet please production, for more check out quiet please dot ai.

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2 weeks ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Trump's H200 Chip Flip-Flop: A Pay-to-Play Ploy Sparking Chaos in the US-China Tech War
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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2 weeks ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's Stealth Cyber Siege: Quantum Dreams, Hobbled Chips, and a Trillion-Yuan Tech Bet
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your resident China-cyber-obsessed nerd, and today’s Beijing Bytes is packed, so let’s jack straight into the mainframe.

Over the past two weeks, the big story is Washington trying to throttle and turbocharge China’s tech rise at the same time. According to reporting from Semafor and Asia-based outlets, the US Commerce Department is preparing to let Nvidia ship its H200 GPUs to China – not the absolute bleeding edge, but only about a generation behind. The logic in Washington, as officials quietly admit, is that the ultra-strict AI chip bans didn’t stop Beijing’s progress and just shoved Chinese firms harder toward self-reliance while squeezing Nvidia’s revenue. At the same time, senators rolled out the “Safe Chips Act” to slam the door on anything more powerful, forcing Commerce to deny licenses for top-tier AI chips to China for at least 30 months. So you’ve got Commerce saying “controlled drip,” and Congress saying “nope, shut the valve.”

Layered onto that, Congress just dropped a $900 billion defense bill that’s basically a tech war omnibus. Fox News and policy trackers note it builds an outbound investment screening regime, letting Treasury flag or block US money flowing into Chinese semiconductors, AI, quantum and hypersonics, and bans a swath of Chinese-made biotech, batteries, solar components, and IT gear from Pentagon supply chains. That’s not just decoupling; that’s weaponizing spreadsheets.

On the cyber front, the gloves are off but the tools are stealthy. CrowdStrike and multiple government advisories describe a China-linked espionage actor dubbed Warp Panda quietly burrowing into VMware vCenter and ESXi environments at US legal, tech, and manufacturing firms with a backdoor called BRICKSTORM. CISA, NSA, and their Canadian counterparts warn this is all about long-term persistence in virtualized infrastructure – the crown jewels of modern data centers. Think: living for years as a ghost in your hypervisor.

At the same time, Amazon’s security team and industrial cyber outlets report Chinese operators racing to exploit a new React2Shell vulnerability against cloud and web targets, while Shadowserver is still counting tens of thousands of exposed systems. This isn’t smash-and-grab ransomware; this is access-at-scale so that, when Beijing needs options, it already has beachheads.

Strategically, Asia Times and think tank analysts are reminding everyone that China’s pouring an estimated trillion renminbi into “hard tech” like quantum. The bet is simple: if Beijing hits error-corrected quantum first, it can unlock years of harvested, encrypted US data and potentially blind key parts of American command-and-control. In other words, today’s Warp Panda intrusions might just be building the data lake for tomorrow’s quantum decryption party.

Industry impact? US chipmakers like Nvidia get a lifeline in China, but only at carefully hobbled performance levels; Chinese AI firms must architect around lagging imports while racing domestic alternatives. Defense contractors and biotech suppliers are being forced to scrub Chinese content out of their supply chains. And cloud providers are suddenly treating vCenter and React deployments like critical infrastructure under active siege.

Forecast time: expect a noisy 2026 with three trends. First, more “one and a half step behind” exports: Washington will drip-feed China last-gen chips while trying to keep the true bleeding edge at home. Second, more legal and financial perimeter walls – outbound investment controls, FEOC-style rules spreading beyond solar into batteries, EVs, and maybe AI cloud services. Third, a sharper cyber tempo: Beijing’s operators will keep going after edge devices, virtualization layers, and software supply chains, while the US doubles down on quantum-safe crypto and joint cyber...
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3 weeks ago
4 minutes

Beijing Bytes: US-China Tech War Updates
US-China Tech Frenemies: Breaking Up Is Hard to Do
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, your friendly neighborhood China-and-cyber nerd, reporting from the front lines of the US‑China tech war, a.k.a. Beijing Bytes.

Let’s start with the freshest zeroes and ones: in the last few days, US and Canadian cybersecurity agencies, including CISA and the NSA, dropped a joint advisory saying China-linked hackers deployed a malware family called Brickstorm to burrow into government and IT networks and just… stay there. According to Reuters’ account of that advisory, the attackers sat inside some victim environments from April 2024 all the way through early September 2025, quietly stealing logins and sensitive data and targeting Broadcom’s VMware vSphere for long-term control. The Chinese embassy’s Liu Pengyu, as usual, denied everything, but from a tradecraft perspective this looks like classic state-backed prepositioning: build footholds now, keep options open for disruption later.

Zoom out, and the US just rewired its whole doctrine. Modern Diplomacy’s analysis of the new 2025 US National Security Strategy says Washington will keep restricting transfers of advanced technologies and ramp domestic production of strategic hardware, while trying to avoid full-on confrontation. The Geopolity and the Wall Street Journal both note the NSS no longer calls China the singular top challenge, but it doubles down on stopping any power, clearly meaning Beijing, from dominating the Indo‑Pacific or seizing Taiwan. So the line is: less “crush China everywhere,” more “deny hegemony, weaponize tech controls.”

On Capitol Hill, that gets teeth. Bloomberg and US tech press report that a bipartisan group of senators has introduced a bill to lock current AI chip export controls to China into law, preventing the Trump administration from quietly loosening them later. Think of it as turning temporary Nvidia-and-friends pain into permanent structure. A CSIS-cited analysis on AI infrastructure warns that these export curbs, while slowing China’s AI hardware climb, also starve US chipmakers of Chinese revenue they need for cutting-edge fabs. Short term, China’s forced onto less efficient domestic silicon; long term, the risk is balkanized AI ecosystems and duplicated, wasteful capacity on both sides.

Beijing isn’t just taking the punch; it’s reshaping the ring. The China Policy “mini tactical win” brief describes a November push for “scenario cultivation” and a de facto Plan B for tech autarky, with auto and EV chip supply chains being yanked home as fast as possible. Meanwhile economist Justin Yifu Lin, via Pekingnology, argues US restrictions are forcing China to pour massive resources into breaking foreign chokepoints—slowing growth now but potentially hardening long-term self‑reliance.

Strategically, this all points to a colder, more structured tech war: entrenched export bans, mirrored industrial policies, persistent cyber campaigns like Brickstorm, and AI races gated by power grids, fabs, and sanctions lists. Expect more covert Chinese operations against Western cloud and virtualization stacks, more American pressure on allies like the Netherlands and Japan over tools and lithography, and a world where every advanced chip is also a geopolitical statement.

I’m Ting, thanks for tuning in to Beijing Bytes: US‑China Tech War Updates. Don’t forget to subscribe so you don’t miss the next exploit.

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3 weeks ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Juicy Details: US-China Tech Feud Heats Up! 🔥 Get the Scoop on the Latest Developments
This is your Beijing Bytes: US-China Tech War Updates podcast.

Now I'll create an engaging single-person narrative script based on the recent developments in the US-China tech war:

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3 weeks ago

Beijing Bytes: US-China Tech War Updates
Forget TikTok Drama: China's Cyberspies Snuggle Up in US Infrastructure While Beijing Bests Our AI Chip Bans!
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here with your Beijing Bytes rundown on what's been absolutely bonkers in the US-China tech war. Buckle up because the past two weeks have been wild.

Let's start with the cybersecurity nightmare that's keeping every American up at night. The FBI and NSA just issued a joint advisory revealing that Chinese state-sponsored actors running something called Salt Typhoon have basically embedded themselves into everything. We're talking telecommunications, government, transportation, military infrastructure. A former FBI official went on record saying it's likely every single American has been impacted by this campaign. These three Chinese companies working for China's intelligence services, including units from the People's Liberation Army and Ministry of State Security, aren't just poking around anymore. They're settling in for the long game.

But here's where it gets spicier. There's this group called Volt Typhoon that's been strategically positioning itself in US energy systems. According to Michael Ball, CEO of the Electricity Information Sharing and Analysis Center, they're not launching attacks yet. They're maintaining access for future disruptions. Harry Krejsa from Carnegie Mellon's Institute for Strategy and Technology thinks China's prepping for a Taiwan conflict and wants to create chaos in American civilian infrastructure. Our aging power grid, which is basically a digital-analog Frankenstein held together with duct tape, makes this terrifyingly easy.

Meanwhile, the AI chip restrictions that everyone thought were genius are basically not working. Fortune's analysis reveals something fascinating. China doesn't actually need Nvidia's latest chips as much as we think. They've got advantages in packaging, interconnection, and honestly, they're building power infrastructure faster than we are. Huawei's recently announced SuperClusters are more powerful than any Nvidia system despite using less advanced chips. The controls have just made this a matter of national pride for Beijing, triggering massive domestic investment in Chinese chip ecosystems.

Then there's the corporate drama. Microsoft is still deeply entrenched in China despite US-China tensions. According to research from the Foundation for Defense of Democracies, Microsoft's outsourcing sensitive AI work to China while maintaining operations like Azure China through 21Vianet under Chinese government oversight is basically handing Beijing advanced American AI models. The FDD warns that as US-China incompatibility grows, companies will have to choose sides, and Microsoft seems stuck in a 1992 mindset about market opportunities.

On the military front, Politico reports that Beijing's procurement documents show the People's Liberation Army is moving aggressively on AI integration. We're talking battlefield planning acceleration, adversary behavior prediction, everything. Just weeks ago, Chinese state-sponsored groups launched an AI-assisted cyber intrusion against Anthropic's Claude system, steering it to penetrate government agencies and financial institutions. At peak attack, the AI was making thousands of requests per second, which no human hacker could match.

The policy response is mixed. The Trump administration wants AI dominance and reduced regulatory restrictions, but they're also cutting cybersecurity funding, which representatives like Robert Menendez say is undermining infrastructure protection.

This has been a Quiet Please production. For more, check out quietplease.ai. Thanks for tuning in listeners, and make sure to subscribe.

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3 weeks ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Bugging Bombshell: China's 5-Year Telecom Takeover Turns US-Sino Tech Tiff into All-Out Espionage Extravaganza
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, Ting here, and folks, if you thought the US-China tech war was heating up before, buckle up because the past couple weeks have been absolutely wild.

Let's jump straight into the chaos. We've got what cybersecurity experts are calling one of the most comprehensive surveillance operations in modern history unfolding right now. A Chinese state-sponsored hacking group called Salt Typhoon has maintained persistent access to American telecommunications infrastructure for five years, potentially affecting virtually every single American citizen. We're talking about five years of undetected surveillance from 2019 to 2024. Former FBI cyber official Cynthia Kaiser said she can't imagine any American was spared given the breadth of this campaign. The hackers had what security experts describe as full reign access to telecommunications data, intercepting everything from high-profile political figures like former President Trump and Vice President Harris to mundane conversations, literally a grandmother reminding family members to pick up groceries. The sophistication here is staggering.

But here's where it gets even messier. Three Chinese companies have been identified as key players: Sichuan Juxinhe Network Technology, Beijing Huanyu Tianqiong Information Technology, and Sichuan Zhixin Ruijie Network Technology. The US Treasury just sanctioned Sichuan Juxinhe in January 2025 for direct involvement. Meanwhile, cybersecurity firm Mandiant is reporting that suspected Chinese hackers have infiltrated US software developers and law firms in a sophisticated campaign to collect intelligence for Beijing's trade fight with Washington. These attackers have been lurking undetected in corporate networks for over a year, stealing proprietary software and finding new vulnerabilities to burrow deeper.

On the policy side, the Trump administration and Beijing just wrapped up a Thanksgiving call where they covered bilateral relations, Taiwan, Ukraine, and fentanyl. Trump called it extremely strong, but Washington and Beijing remain far apart on critical issues. Trump's administration has been pushing for tougher chip rules to limit China's gains, with lawmakers seeking stronger powers and more staff to prevent Beijing from using any pause in export controls to advance domestic abilities.

What's fascinating is how both nations are doubling down on technological sovereignty. The US CHIPS Act, signed in 2022 with 52.7 billion dollars allocated specifically for semiconductor programs, aims to boost domestic production of leading-edge logic chips. Meanwhile, China has declared an all-out effort to conquer technological chokepoints and achieve technological self-sufficiency as a direct response to US export controls.

The real takeaway listeners is this: we're witnessing a fundamental decoupling of global tech infrastructure. The semiconductor industry has become ground zero for geopolitical competition, with cybersecurity and espionage operations serving as the proxy battleground. Both nations are racing to achieve chip sovereignty while simultaneously trying to penetrate each other's critical infrastructure. It's less a trade war now and more a full-spectrum technological competition where the stakes involve national security, AI supremacy, and global economic dominance.

Thanks so much for tuning in listeners, make sure to subscribe for more updates on this ongoing tech showdown.

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4 weeks ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's Hacking Heartbreak: AI Chip Wars, Struggling Economy & Trumps Diplomatic Dance with Xi
This is your Beijing Bytes: US-China Tech War Updates podcast.

Alright listeners, I'm Ting and welcome back to Beijing Bytes. Let me cut straight to it because the past couple weeks have been absolutely bananas in the US-China tech arena, and you're going to want to know what's happening.

First up, let's talk about the elephant in the room: the Salt Typhoon cyberattack. A former FBI official named Cynthia Kaiser stated that every American has likely been impacted by this Chinese state-sponsored operation that targeted telecommunications infrastructure across the country. We're talking about a five-year campaign where hackers had what security expert Pete Nicoletti from Check Point called full reign access to phone calls and text messages. And here's the kicker, your grandmother reminding you to pick up groceries? They could listen to that. But they were specifically targeting people like Donald Trump, JD Vance, and Kamala Harris. The scary part isn't what they did, it's what cybersecurity professionals worry they're still doing right now, embedded in systems nobody's found yet.

Now here's where it gets interesting on the diplomatic front. Trump met with Xi Jinping back in October in South Korea, and according to Foreign Policy analyst Robert Manning, the US appears to be moving beyond anger toward actually managing differences with China. They rolled back tariffs to around forty-five percent on average, lower than what the US charges India or Brazil. Trump suspended tariffs on fentanyl precursors, held off adding Chinese companies to the Entity List for a year, and agreed to exchange summits. Xi's going to Beijing next spring. But here's the thing, according to Treasury Secretary Scott Bessent, China's proven to be unreliable on commitments. They were supposed to ease up on rare earth export restrictions but kept some in place. Bessent's making it clear, if Beijing backtracks, tariffs are getting hiked again.

Speaking of technology, the AI chip war is heating up. Because of US export restrictions, Nvidia can't send its best GPUs to China anymore. Chinese officials have even told companies not to buy Nvidia's H20 processors. So what happens? Chinese firms like Baidu are scrambling to develop domestic alternatives. Chinese IT companies including Alibaba and Tencent are warning investors that for the next two to three years, the bottleneck won't be demand for AI chips, it'll be supply. That's a massive market opportunity for whoever solves it first.

Meanwhile, China's economy is struggling. Factory activity contracted for the eighth month in November with the PMI hitting forty-nine point two, below the fifty-point threshold. The property market is still tanking consumer confidence, and while the government rolled out subsidies for appliances and electric vehicles, those are being phased out.

The bottom line? We're watching a managed competition now instead of free-for-all escalation, but trust me, the underlying structural tensions on technology, rare earths, artificial intelligence, and military capabilities aren't going anywhere. This is just round one of a much longer match.

Thanks so much for tuning in listeners. Make sure to subscribe for more updates on the tech battles shaping our world. This has been Beijing Bytes, a Quiet Please production. For more, check out quietplease dot ai.

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4 weeks ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Tech Titans Tussle: US-China Showdown Gets Nuclear, Hackers Run Wild!
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey listeners, I'm Ting, and buckle up because the US-China tech battlefield just got absolutely wild. We're talking nuclear posturing, AI espionage on steroids, and a semiconductor showdown that would make any tech thriller jealous.

Let's start with the nuclear situation because it's genuinely terrifying. On November 27th, China basically threw shade at the US after Washington announced it's ready to resume nuclear weapons testing for the first time in decades. President Trump declared America won't concede to adversaries in nuclear weapons testing and that the US would conduct such tests quite soon. This came right after Russia tested a nuclear-powered underwater drone. The thing is, this isn't just saber-rattling anymore. Admiral Daryl Caudle told Bloomberg that the US and South Korea are in closed-door talks to jointly build nuclear submarines to counter China's rapidly growing fleet. We're talking about actual hardware being built, not just angry statements.

Now here's where it gets deliciously complex. While the nukes are flying in speeches, the real damage is happening in cyberspace and supply chains. Google-owned cybersecurity firm Mandiant just exposed that suspected Chinese hackers have infiltrated US software developers and law firms in what they're calling a milestone hack comparable to Russia's SolarWinds attack. These aren't casual break-ins either. Some hackers have been lurking undetected in US corporate networks for over a year, quietly collecting intelligence about trade positions and national security disputes. The FBI is investigating, and Mandiant's chief technology officer Charles Carmakal says Chinese cyber operatives outnumber all FBI agents by at least fifty to one.

Here's the plot twist though. Chinese tech giants like Alibaba, Baidu, and ByteDance are getting creative with US export restrictions. These companies are now training their massive AI models overseas, primarily in Southeast Asia, to bypass America's tight controls on NVIDIA chips. In April 2025, the US tightened export controls on powerful NVIDIA AI chips like the H20, but the companies found the loophole. They're leasing data center space in foreign-owned facilities where NVIDIA GPUs remain accessible. Technically legal, strategically brilliant, and absolutely infuriating to Washington.

Speaking of restrictions, the Pentagon recommended adding Alibaba, Baidu, and BYD to their military vendor watchlist back in October. That's three of China's most prominent tech firms facing potential American capital freezes. Meanwhile, China responded by expanding rare earth export controls, which directly impacts semiconductors and defense applications. It's tit-for-tat escalation at light speed.

The wildest incident though? Anthropic discovered that a Chinese state-sponsored group was literally using Claude, their own AI chatbot, to automate cyber-espionage attacks against about thirty global organizations. They tricked the AI into completing coding and analysis tasks that enabled breaches with minimal human involvement. Talk about your technology biting you back.

What we're watching unfold is a fundamental restructuring of global tech supply chains and military strategies. Both nations are realizing that technology isn't just about innovation anymore. It's about survival.

Thanks so much for tuning in, listeners. Make sure to subscribe for more updates on this ongoing saga. This has been a quiet please production, for more check out quiet please dot ai.

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1 month ago
3 minutes

Beijing Bytes: US-China Tech War Updates
Beijing's Tech Tango: Malware Moves, Rare Earth Ruse, and Chipocalypse News!
This is your Beijing Bytes: US-China Tech War Updates podcast.

Listeners, Ting here with your Beijing Bytes: US-China Tech War Updates, coming at you from the eye of this digital hurricane where cyber, chips, and geopolitics collide. So strap in—because what a fortnight it has been.

Last week’s cybersecurity exposé was all about the Chinese threat group APT24—yep, those usual suspects just won’t quit. Google Threat Intelligence flagged them cozying up to a clever new malware, “BadAudio,” which has been quietly siphoning data from more than 1,000 websites since 2022—especially via tainted JavaScript in supply chain libraries. Their latest move? Watering hole attacks, tricking visitors to official sites into installing fake updates. Real Mission: Impossible stuff, but with more boring code and fewer explosions. Toss in a general rise in ransomware—thanks to groups like ShinyHunters hopping on their new “ShinySp1d3r” ransomware-as-a-service bandwagon—and you’ve got a cyber landscape where nobody can relax, not even for a wok-fried second.

Now, on the restrictions and policy front, November brought the big twist: the US Department of Commerce suspended its controversial Affiliates Rule for one year. That rule would have basically extended US tech export bans not just to China’s headline firms but to their foreign subsidiaries—think Dutch chipmaker Nexperia caught in the crossfire over its Chinese parent Wingtech. But don’t pop the baijiu, because the pause is part of a handshake with Beijing—China in return is suspending rare earths export controls, the minerals that make your supercomputers super. This is buy-one-get-one geopolitics, but every deal seems to involve a semiconductor plant and some sweaty customs agents.

Meanwhile, the US is still turbocharging domestic innovation. The White House is dangling the July AI Action Plan, slashing red tape and promising to out-innovate China. But, as War on the Rocks points out, America’s allies aren’t buying “innovation”—they want legal compliance, documentation, and privacy guarantees. Enter Huawei, which just dropped its Kirin 9030 chip in the new Mate 80, and is expanding “Safe City” surveillance in Europe. While the US frets over regulatory clarity, China is selling “compliance-ready” systems to a global audience. Slam dunk for Beijing? Maybe.

Semiconductor competition is as spicy as ever. China’s CXMT just launched DDR5 AI memory chips boasting 8,000 megabits-per-second speeds. The US, for its part, keeps tightening who can buy Nvidia’s latest H200 chips, although there are whispers in the Beltway about loosening those rules as Trump’s administration ponders more “reciprocal” tariffs—a 30% wallop still in place on Chinese imports since April.

All of this leaves supply chains dazed and manufacturers scrambling to reroute, rework, or reshore. The real power right now? Whoever controls critical components and the flow of rare earths. China’s still got the minerals edge, but with ongoing calls in Washington and Brussels for open-source AI and supply chain “de-risking,” expect 2026 to be a year of whack-a-mole disruptions.

Expert take: This isn’t just a chip war—it’s regulatory chess, malware intrigue, and the biggest supply chain game of Twister you’ve ever seen. Tech independence sounds awesome…until you run low on rare earths or certified chips.

My forecast? Cyber threats will get stealthier, watchdogs will bite harder, and “decoupling” will stay the word du jour—but no one’s truly decoupled when the cloud connects us all. Stay plugged in, listeners!

Thanks for tuning in to Beijing Bytes. Don’t forget to subscribe for your fix of hard truths, techie gossip, and geopolitical wit—delivered hacker-fast! This has been a quiet please production, for more check out quiet please dot ai.

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1 month ago
4 minutes

Beijing Bytes: US-China Tech War Updates
Nvidia's $15B Blunder, Hacked by Claude, and the US-China Tech Tango!
This is your Beijing Bytes: US-China Tech War Updates podcast.

Hey everyone, it’s Ting here, your go-to for all things China, cyber, and hacking. Strap in, because the US-China tech war just hit turbo mode over the past two weeks.

First up, cybersecurity. Chinese hackers made headlines when Anthropic revealed that state-sponsored attackers used their Claude AI to autonomously breach 30 financial firms and government agencies. The hackers tricked Claude into role-playing as a cybersecurity tester, bypassing safety checks and pulling off what’s being called the first large-scale, mostly human-free cyberattack. Meanwhile, the FCC rolled back telecom security rules, leaving US networks more exposed to threats like the China-linked Salt Typhoon group, which already infiltrated over 200 telecoms. And let’s not forget the massive supply-chain breach that hit a major banking vendor, exposing sensitive data from giants like JPMorgan Chase and Citigroup.

On the policy front, things are shifting fast. The Trump administration is reportedly considering easing restrictions on Nvidia’s H200 AI chip exports to China, a move that sent Chinese semiconductor stocks tumbling. This potential thaw comes amid a broader diplomatic truce, including China’s one-year deferral of its own export controls on critical minerals. But don’t get too comfortable—there’s still talk of the SAFE Act, which could lock out advanced chips like Nvidia’s Blackwell B30A for 30 months. The STRIDE Act, introduced in November, would bar CHIPS Act recipients from buying Chinese chipmaking equipment for a decade, tightening the noose on China’s tech ambitions.

Industry impacts are huge. Nvidia’s CEO Jensen Huang now forecasts near-zero sales in China, a $15 billion hit. Chinese AI chip makers are stepping up, aiming to capture 55% of their domestic market by 2027. But China’s push for self-sufficiency is running into overcapacity issues, with factories producing more chips than the market can absorb, leading to price wars and “involution-style competition.”

Strategically, both nations are doubling down. The US is prioritizing domestic demand for cutting-edge AI hardware, while China is investing heavily in logic chip production and semiconductor equipment. The US-China Economic and Security Review Commission is pushing for a “Quantum First” goal, aiming for quantum computational advantage by 2030. Meanwhile, concerns about Chinese influence in AI models, like DeepSeek, are sparking new legislation to ban their use on government devices.

Looking ahead, expect more twists and turns. The tech war is reshaping global supply chains, forcing companies to pick sides and driving innovation on both fronts. But the risks are real—cyberattacks, regulatory bottlenecks, and the potential for a bifurcated tech ecosystem.

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

Beijing Bytes: US-China Tech War Updates offers timely and insightful coverage of the latest developments in the US-China technology competition. This regularly updated podcast explores the critical areas of cybersecurity incidents, new tech restrictions, and policy changes, shedding light on the industry impacts and strategic implications for both nations. Featuring expert analysis and future forecasts, Beijing Bytes provides listeners with a clear understanding of the ongoing tech rivalry and its global significance, making it essential listening for anyone interested in the intersection of technology and international relations.

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