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 dropped some wild plot twists in the last two weeks—think AI chips flipping from forbidden fruit to conditional candy, and hackers playing hide-and-seek in critical infrastructure.

Picture this: January 13th, the US Department of Commerce unleashes new rules greenlighting Nvidia's H200 chips and AMD's MI325X for export to China. No more blanket bans like Biden's AI Diffusion Rule—now it's case-by-case, but with teeth. Shipments can't top 50% of US domestic sales, every chip gets third-party lab verification in a US lab for performance specs under 21,000 TPP points, and strict "Know Your Customer" checks block military end-users or sneaky cloud reroutes. Nvidia CEO Jensen Huang lobbied Trump hard after their December powwow, and boom—partial win. But China's Cyberspace Administration isn't playing nice; they're only approving H200s for uni R&D labs, per The Information, starving commercial uptake. Radio Free Mobile calls it perfect tit-for-tat: US eases, Beijing squeezes, Nvidia sales stay in the dumpster.

Cyber front? Brutal. Chinese Volt Typhoon hackers burrowed into US water, power, ports, and telecoms—think lawful intercept systems for FBI warrants. Joe Lin, CEO of Twenty Technologies, roasted the House Homeland Security hearing on January 13: these aren't breaches, they're "continuous automated shaping operations" prepping sabotage for a Taiwan showdown. Experts like McCrary Institute head are screaming for offensive US cyber ops, ditching the "unreasonably restrained" defense-only vibe. Trump's signing the defense bill bans China-based engineers—like Microsoft's former crew exposed by ProPublica—from Pentagon clouds. Defense Secretary Pete Hegseth called it a "national betrayal," launching probes. Tit-for-tat again: Beijing's now ordering firms to ditch US-Israeli cyber tools from VMware, Palo Alto, Fortinet, and Check Point, per Reuters on January 14th, fearing data leaks.

Industry? Nvidia cheers the "thoughtful balance" for jobs, but FDD warns H200s turbocharge China's nukes, surveillance, drones. Xi Jinping's dumping $70 billion more on semis atop $145B since 2014, Huawei's chips lag fivefold now, 17x by 2027 per ex-US official Chris McGuire. China's Cybersecurity Law amendments, live January 1st, amp penalties and global reach.

Strategically? US prioritizes domestic supply, boxes out overseas data centers via bipartisan bills. China accelerates self-reliance—EUV prototypes testing, per bloggers. Trump wants AI dominance, but critics say this loosens the bottleneck. Forecast: Beijing catches up faster on quantity, US holds quality edge if it goes offensive. Tightrope walk, folks—China's playbook is import-to-innovate-and-obliterate.

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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 apartment, ramen steaming, as Trump's team drops a bombshell—easing export controls on Nvidia's beastly H200 AI chips to China. According to the Council on Foreign Relations, this could supercharge China's AI compute power by two to three years in 2026 alone, handing ByteDance plans to splash 100 billion yuan on them, per South China Morning Post sources. Bipartisan hawks are fuming, screaming it'll erode America's seven-month lead in frontier AI models. Witty move, Donnie—feed the dragon or watch it starve?

But hold onto your firewalls: cybersecurity's exploding. Resecurity reports "MongoBleed," that nasty CVE-2025-14847 flaw in MongoDB databases, is getting hammered by scanners worldwide. China's got the most exposed systems, then the US and Germany—tens of thousands ripe for ransomware or data heists. CISA's got federal agencies patching by January 19th, but Anthropic just spilled that a Chinese state-sponsored crew used AI agents to autopilot 80-90% of a November 2025 hack, outpacing human hackers like me on a caffeine binge. Shadow autonomy, baby—AI running wild without oversight. And don't sleep on gray-zone ops; Dragos warns of Chinese intrusions prepositioned in US critical infrastructure, codifying attacks into malware like Crash Override for repeatable substation blackouts.

Policy ping-pong? USTR's locking in Section 301 tariffs—10-25% on China routers, firewalls, and surveillance gear—while BIS slaps more Entity List hits on cyber firms, per Reuters and BIS guidance. Biden's old Outbound Rules morph into the COINS Act, widening bans on US cash flowing to China's semis, quantum, and AI. China fires back, slashing import tariffs on high-tech goodies like intelligent biomimetic robots and bio-aviation kerosene from January 1st, State Council Tariff Commission says, to juice "new quality productive forces."

Industry's reeling: Chinese AI bosses at AGI-Next in Beijing—Zhipu AI's Tang, Tencent's Yao Shunyu, Alibaba's Lin—admit US chip curbs are throttling them, stretched thin chasing OpenAI while dreaming of AGI. Yet AgiBot's crushing US rivals in humanoid robot shipments, SMIC's gobbling subsidiaries for $5.8 billion self-reliance, and robotics startups eye 5,000 units shipped. NYU's Winston Ma predicts policy-fueled AI boom.

Strategically? CFR's Chris Mesguire bets easing chips accelerates China's catch-up, not homegrown innovation. Interpol's 2026 Outlook flags state cyber jockeying—US vs. China war games in the shadows—while Fox Business notes Meta's nuclear data centers to "win" the race. Moscow-Beijing hybrid tech pacts amp electromagnetic strikes, Jamestown warns. Logistics cyberattacks? Doubling in 2026, Everstream Analytics forecasts.

Forecast: 2026's the AI decider—US agility vs. China's authoritarian speed. Pentagon's CDAO shuffle might bottleneck adoption, but expect hotter global market scrambles and edge-case AI hacks going mainstream.

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

Hi listeners, I’m Ting, and this is your Beijing Bytes download on the US‑China tech war from the past couple of days.

Let’s start with cyber, because that’s where the real punches landed. China’s Ministry of State Security just accused the United States of a large‑scale cyberattack on China’s National Time Synchronization Center, saying US operators used it as a beachhead into critical infrastructure. According to reporting from Militarnyi and Chinese state statements, Beijing is framing this as evidence that Washington treats Chinese core networks as fair‑game targets, not just espionage playgrounds. That gives Beijing political cover to harden networks, pressure foreign vendors, and quietly normalize its own offensive operations.

On the US side, lawmakers just locked in a major defensive move: as detailed by ProPublica and Asia Times, a new law now bans anyone based in China, Russia, Iran, or North Korea from having direct or indirect access to Pentagon cloud systems, after revelations that Microsoft used China‑based engineers on Defense Department infrastructure for nearly a decade. That means US contractors now have to purge China‑based talent from highly sensitive work, driving up costs and fragmenting global engineering teams. Strategically, Washington is betting that less efficiency is worth more control over its attack surface.

Meanwhile, the economic front is getting subtler, not softer. South China Morning Post reports that the US scrapped a plan to broadly blacklist Chinese‑made drones, including DJI, but the Federal Communications Commission still blocks new foreign‑made drones from getting crucial approvals. Commerce eased off the public battering ram, but the FCC keeps a quiet chokehold on future market share. Message to Shenzhen: existing fleets can fly, but expansion in critical sectors like public safety and infrastructure is going to be painful.

Inside China, the response is “fine, we’ll build our own stack.” Reuters, via outlets from WinCountry to the New Straits Times, highlights Chinese AI leaders like Tencent’s Yao Shunyu and Alibaba’s Lin Junyang saying China is closing the gap with the US, even while it still lacks top‑tier lithography tools and raw compute. Beijing is throwing money at domestic AI and chip listings, while firms like MiniMax, Zhipu AI, and Black Sesame chase self‑reliance in both models and silicon. The forecast from these insiders: within three to five years, a Chinese AI champion could rival or surpass leading US labs—if they solve the hardware bottleneck.

Strategically, analysts writing in Eurasia Review say US tech controls are shifting from blanket bans to more “leverage‑based” tools: think targeted export rules on GPUs, cloud access, and design software that let Washington dial pressure up or down on specific Chinese firms and sectors. Combined with China’s own tightening on AI exports and talent poaching, you get a future where each side tries to weaponize interdependence without triggering a full‑blown tech divorce.

So zooming out: cybersecurity incidents are getting more public and more politicized, restrictions are moving from blunt to granular, industries from drones to AI to semiconductors are being forced into parallel ecosystems, and both Washington and Beijing are racing to control not just chips and models, but the entire stack from fabs to cloud to talent.

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

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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, or get used to explaining yourself to both regulators and incident responders at the same time.

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 breach, ban, or zero-day. This has been a quiet please production, for more check out quiet please dot ai.

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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 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.

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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.

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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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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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