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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