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

It’s Ting, your digital Sherpa for all things US-China cybergames, and wow—these past two weeks have been peak tech drama, with a plot twist every day. So, buckle up and let’s break down the latest episodes in the world’s most electrified tech war: Beijing Bytes style.

First, let’s get right to the juiciest leaks—cyber, of course. Just this week, CrowdStrike called out China-linked Murky Panda, also known as Silk Typhoon, after they exploited vulnerabilities in Citrix NetScaler and Commvault. We’re talking zero-days—CVE-2023-3519 and CVE-2025-3928, if you want to sound cool at your next hacker party. These folks weren’t content with basic break-ins. They burrowed into the cloud supply chain, wormed through to SaaS platforms, and even used compromised routers in host countries as stealthy exit nodes. Basically, Murky Panda’s new trick is making trusted cloud relationships work for them—which kind of feels like having your best friend steal your snacks, and your WiFi, at the same time.

Speaking of state-sponsored drama, China last April actually admitted to being behind the Volt Typhoon attacks that targeted US critical infrastructure. That’s confirmation with Chinese characteristics, and it got every defense contractor checking their inbox for the 65,000th phishing attempt of the month. Add Salt Typhoon and the Treasury hack in December 2024—yep, over 3,000 sensitive US files swiped. If you’re counting, that’s a cumulative migraine for Uncle Sam.

On the policy front, the US export restrictions game keeps mutating—try to keep up! After a hot stint of blocking Nvidia’s ace AI chips, the H100s and A100s, the US cooked up a compromise: sell China the less powerful H20s but TAX those sales at 15%. Nvidia, not to be out-maneuvered, launched the H20s into China—while losing 8–10% of its margin, but keeping a foot in a $50-billion market. It’s like paying a cover charge to attend a party you helped throw.

But wait, plot twist! Chinese regulators just pressured local giants, like Alibaba and ByteDance, to slow-roll or cancel Nvidia H20 orders, all while grilling Nvidia over backdoor security rumors—even summoning Jensen Huang in July. Nvidia swears no security risks, but now they’ve halted H20 production entirely and are working overtime on a next-gen Blackwell-based B30A chip—faster than H20, slower than the US-bound rocket ship B300, and maybe on Chinese shelves by September. It’s the ultimate compliance limbo: how low can you go and still pass export control?

The strategic fallout is wild. While restrictions push China to embrace Huawei and Cambricon for homegrown AI chips, US policy is this weird barrier-bridge combo—yes, it slows China, but also gives them time to get their own silicon sorted out. Meanwhile, industry experts like Sam Altman from OpenAI keep warning the US not to sleep on China’s AI progress; he says the race is way more complex than it appears.

Looking forward, expect this regulatory cat-and-mouse to intensify, with chip R&D getting an even stronger nationalist push in both countries. If you’re a tech investor, welcome to “policy-driven volatility”—it’s the only market certainty left.

Thanks for tuning into Beijing Bytes, where the only thing faster than this news cycle is perhaps Jensen Huang’s flight schedule. Don’t forget to subscribe for more digital fireworks. 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 favorite byte-sized guide to all things China, cyber, and the jaw-dropping drama of the US-China tech war. Grab your popcorn, because the past two weeks have been like Silicon Valley colliding with old-school global intrigue.

Let’s plug in fast: This August, we saw AMD and NVIDIA ink a wild revenue-sharing deal with the US government, where they hand over 15% of every dollar from selling approved AI chips into China. No, that’s not a typo—the US gets a cut, like the world’s most awkward business partner at the middle of a tariff tornado. Reuters says this “pay-to-play” move is the price of admission, as chipmakers run the gauntlet of sky-high tariffs and constantly shifting export restrictions.

Hold up, there’s more: The Trump administration, clearly not satisfied with just skimming sales, mulled taking an equity stake in Intel after a tense chinwag between President Trump and Intel’s CEO, Lip-Bu Tan. Intel’s been navigating headwinds on tech process, market share, and now political chess, but SoftBank swooped in with a $2 billion boost, showing that industry support is still strong. If government influence ramps up, expect more chips rolling out of American fabs and fewer crossing the Pacific.

On the Chinese side, the pot keeps boiling. China rolled out more export restrictions, now targeting critical minerals and machine tools. If you were counting on gallium, germanium, or antimony for your next-gen devices, Beijing says—find a new supplier. This disrupts everything from defense supply chains to battery makers. The Chinese Communist Party’s “China Inc.” strategy is laser-focused on keeping the world dependent, while Beijing accelerates domestic chip production, AI labs, and digital infrastructure. China’s E-Town Semiconductor even slapped Applied Materials with a lawsuit over alleged tech infringement, sparking a legal arms race.

Meanwhile on cybersecurity—don’t blink. Microsoft got caught letting China-based engineers “digitally escort” sensitive systems for the US Defense Department. The Pentagon is not amused, and Microsoft has promised to stop, but experts like John Sherman are scrambling to close loopholes before the next hack makes headlines. Ransomware gangs like Qilin have been busy, with attacks on US biotech firm Inotiv locking up 176 GB of juicy data, and researchers tracing links back to China and Russia. The Director of National Intelligence reminds us—as if we needed reminding—China is America’s “most persistent cyber threat.”

Industry impact? Xiaomi’s revenue jumped 30% on booming smartphone sales—especially in Southeast Asia and Europe—while Google’s Pixel 10 launch tries to grab back some hardware glory before Apple’s next iPhone. The consumer scene is jostling as trade war shockwaves ricochet through supply chains, pushing US companies to localize and Chinese giants to dig deeper in self-reliance.

Expert forecasts say the US must balance security and competitiveness with smarter controls, not blanket bans. Stanford’s Srabanti Chowdhury warns: restrict too much, and the US loses revenue and R&D momentum; allow too much, and China just uses the breathing space to ramp up tech independence. One thing is clear: Both sides see tech dominance as national destiny, and neither is blinking.

Thanks for tuning in to Beijing Bytes, your backdoor into the US-China tech war. Hit subscribe and stay wired for more frontier updates. 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 with your latest download of Beijing Bytes, where I serve you US-China tech war drama, piping hot and fully debugged. Let’s bypass the fluff—I know you want exploits and impact, not another loading screen.

This past fortnight has been nothing short of a zero-day bonanza. According to FireCompass’s intelligence feeds, we’ve just witnessed the most destructive week for cybersecurity in recent memory. The ShinyHunters group—those cybercrime rockstars you wish would just log off—launched a Salesforce-targeted spree, leaking a jaw-dropping 275 million patient records. Manpower got hit with RansomHub ransomware, while Connex Credit Union saw its member database turned into hacker confetti. And for those who slept on patching, Microsoft SharePoint’s CVE-2025-53770 got torn open by state actors faster than you can say “supply chain attack.” The real kicker: this wasn’t just cash-hungry hackers, but also sophisticated cyber-espionage blending in with criminal noise, making old perimeter defenses look about as relevant as floppy disks.

While defenders are licking wounds, the policy battlefield saw Trump 2.0 lob a grenade: the US government struck a deal with Nvidia and AMD to let them sell AI chips like the H20 and MI308 to China—if they kick back 15% of those sales to Uncle Sam. Jensen Huang, the CEO of Nvidia, apparently talked Trump down from a 20% take by invoking legendary negotiation kung fu. The message? America’s not ending controls, but rewriting the playbook—export taxes over outright bans, pocketing billions while nudging China’s tech sector to de-Americanize even faster. According to the Center for European Policy Analysis, Beijing’s rattled: Communist Party officials are wrangling with AI firms over ditching US chips, and DeepSeek, China’s GPT challenger, had to delay its next model launch thanks to stumbles with Huawei’s silicon. Meanwhile, Chinese authorities are now accusing Washington of slipping trackers and kill switches into Nvidia’s hardware. Nvidia flat-out denies it, but the drama has Chinese ministries warning against using US chips anywhere near government processes.

Industry ripple effects? Global supply chains are holding their collective breath. The US Commerce Department quietly loosened some chip design software restrictions, tossing Cadence and Nvidia a bone for continued China sales. But analysts from Data Insights Market warn this could turbocharge China’s semiconductor self-sufficiency—and give India, with its semiconductor ambitions, serious FOMO.

And the espionage isn’t just East-West. North Korea’s APT43 is back with a multi-continent cyber campaign, while Chinese-speaking gangs are selling burner phones rigged for NFC relay fraud. Some Chrome extensions even went bad, slurping up sensitive data right from under users’ noses. The threat landscape is no longer red-vs-blue, it’s attack-as-a-service—global, hybrid, and relentless.

Looking ahead, insiders predict this American “pay-to-play” chip arrangement is just the start. If barriers keep morphing from bans to tariffs, expect parallel tech universes: China will double down on homegrown chips, the US will scramble to reinvest in domestic sectors, and global companies will find “compliance” translates to “headache.” And as lawsuits like Beijing E-Town’s tech battle against Applied Materials make their way through the courts, expect the war to move from firewalls to file cabinets.

Thanks for tuning in to Beijing Bytes. Smash the subscribe button so you don’t miss next week’s digital plot twist. 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.

Welcome back to Beijing Bytes, where the only thing moving faster than algorithms is the plotline of the US-China tech war. I’m Ting, your resident cyber sleuth and China tech whisperer, dissecting the last two weeks of high-stakes digital drama so you don’t have to mess with translation plugins or encryption keys.

Let’s jack right into semiconductor news, because where else do all our chips fall? In mid-July, Nvidia announced it got the green light to sell its H20 AI chip to China after months of restrictions. Apparently, US Commerce Secretary Howard Lutnick wants Chinese developers to stay addicted to the American tech stack—his words, not mine. Meanwhile, inside China, the government is doubling down on its “Delete America” strategy, pushing domestic giants like Huawei to master advanced chips and reduce reliance on foreign tech. In Beijing, industrial policy money is flowing like boba at a summer festival, letting China corner the market on legacy chips and close the gap on cutting-edge AI hardware. Don’t count the Americans out yet, but the clock’s ticking.

But hang on, cybersecurity incidents aren’t about to be outdone. According to Cisco Talos, a Chinese-speaking APT known as UAT-7237 has been probing Taiwanese web infrastructure, using tools like Cobalt Strike and even embedding Mimikatz exploits—think Swiss Army knife for hackers. Their tool of choice? A bespoke loader named SoundBill, pivoting across networks and gathering credentials as it goes. It’s a cat-and-mouse game, and these cats have VPNs.

Oh, and in a plot twist that would make Black Mirror jealous, Reuters broke an intriguing story—allegedly, US authorities are embedding location trackers in high-risk AI chip shipments to China. Picture this: servers stuffed with Nvidia or AMD chips getting tracked like high-value Amazon packages, but by the Feds. Nothing is confirmed officially, but the potential irony is delicious. Washington labels Chinese surveillance as a threat, while possibly running its own secret tracking ops? Global chip supply chains just got a new layer of tinfoil.

If you thought energy was boring, think again. AI experts who just zipped back from China are stunned at the chasm in infrastructure. In China, electricity is cheap and reliable—a far cry from the rolling grid blackouts plaguing US data centers. Between 2025 and 2030, the world needs a mind-numbing $6.7 trillion to feed AI’s appetite, and with China’s power sitting at eight cents per kilowatt hour compared to the pricey US, the infrastructure gap is causing industry insiders like Rui Ma to call America’s grid “a typewriter at a quantum computing convention.”

Trade and policy, meanwhile, are in an endless arm wrestle. US tariffs on Chinese imports shot to a jaw-dropping 100%+, with China hitting back and global supply chains being yanked in every direction. US chip giants like Nvidia and AMD now pay a forced “tribute”—15% of sales to China go straight to Uncle Sam. So much for laissez-faire. Now, the markets are fragmenting, and investors are fleeing for defensive sectors and supply chain diversification faster than you can say Nasdaq nosedive.

So what’s next? Experts predict sharper decoupling, “chip wars” may get even frostier, and both superpowers are racing to domesticate every critical link in their tech ecosystems. Watch for new export bans, new cybersecurity flareups, and a dark horse: any surprise leapfrog in domestic AI silicon from Huawei or one of their “hidden dragon” peers.

That’s a byte-sized deep dive into the current cross-Pacific cyber chessboard. Thanks for tuning into Beijing Bytes—don’t forget to subscribe for more geopolitical code-breaking. 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, it’s Ting coming to you straight from the silicon trenches with your Beijing Bytes: US-China Tech War Update. If you’ve tuned in this past fortnight, grab your popcorn—because these last fourteen days have tested every diplomatic firewall and set the trade wires ablaze.

Let’s jump right in. The hot topic? Semiconductor drama! The Trump administration pulled a not-so-subtle power play, striking a deal with Nvidia and AMD to let them sell certain “old but gold” AI chips—the H20 for Nvidia, a slowed-down MI308 for AMD—back into China. In exchange, the U.S. government snags a 15% cut of all the China sales revenue. Yes, that’s right—tech trade policy now feels like a Vegas slot machine. Trump said, “I wanted 20%, but Jensen Huang talked me down to 15%.” Huang, CEO of Nvidia, nearly got the Commerce folks dancing when he agreed to invest $500 billion in AI servers stateside. This is huge: Bernstein estimates Nvidia could sell over 1.5 million H20s in China by year’s end, raking in $23 billion just on those tamped-down chips.

But it’s not just about chips. Washington is deploying invisible surveillance directly inside exported chipsets. Imagine secret tracking baked into Nvidia and AMD silicon—that’s real cloak-and-data stuff. Beijing, naturally, sees this as an existential threat, fearing industrial espionage and fuming over the loss of digital autonomy. So the directive: cut back on U.S. chip use, champion domestic “national champions,” and beef up homegrown tech standards. Defense, AI, and core infrastructure are the battlefields.

Now for the tariff terrain: Trump extended the trade truce yet again—another 90 days of handshake diplomacy, bringing tariffs down from a scary 145% to a (still pretty spicy) 30-55% band. This buys time for both giants to keep negotiating, particularly over strategic materials like rare earths, where China handily holds the upper hand with 70% of global share. U.S. firms get relief, but the threat of policy whiplash looms with every new oil-gas spat or rare earth squeeze.

On the cyber front, let’s talk advanced persistent threats. The U.S. federal courts just faced a sophisticated, sustained siege—the type that gives CISOs nightmares. Meanwhile, China is going full throttle with AI-driven info ops and influence campaigns, targeting global opinion and meticulously tracking the pulse in hotspots like Hong Kong and Taiwan. Joanna Chiu, from The New York Times, explains how Chinese AI firms are mapping sentiment, collecting data on U.S. Congress members, and poised for deeper moves.

Strategically, both nations are locked in a precarious balance. Export controls are tightening, but top analysts—from Arnold & Porter’s Claire Reade to CSIS—warn they’re a double-edged sword. They may keep U.S. IP safe, but they also accelerate China's drive for tech self-sufficiency and market share, while undermining long-term U.S. leverage.

What’s next? Some believe policy is fluid—“for sale,” as Tedford quipped—but the reality is clear: either side could snap the truce overnight, and the contest for AI dominance and rare earth independence will shape tech for years to come. Experts urge both sides to restart a bilateral AI risk dialogue—imagine a hotline between Washington and Beijing engineers when an AI model goes wonky!

Thanks for tuning in to Beijing Bytes with me, Ting. Subscribe for the next mega-update, because in this tech war, the only constant is surprise. 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, and if you thought tech news was going to slow down in August, think again! The US-China tech war just staged its own fireworks show, and trust me, behind every spark is a server, a chip, or maybe your local water utility—so let’s dive right in.

Just days ago at DEF CON, hackers and cybersecurity pros scrambled to patch gaping holes all over American water systems. Here’s the twist: many of those breaches didn’t happen in big-city utilities but in the tiny ones. The notorious Volt Typhoon group out of Beijing wasn’t picky, infiltrating hundreds of networks—even ones supporting military bases and hospitals. Why? Smaller targets offer easier access for pre-positioning future cyberattacks and rerouting network traffic. Chinese government hackers are burrowing deep and not waiting for anyone to notice before making themselves cozy.

Now, let’s jump to silicon—the “chip war” is full throttle. China is pressing the Trump administration to relax its stranglehold on advanced AI chip exports, especially high-bandwidth memory chips that power fast, hungry AI. This is the major concession Beijing wants in upcoming trade talks, before the rumored Trump–Xi summit. Why these chips? Companies like Huawei need them to keep up their homegrown AI arms race, but US controls have made Huawei and friends get creative—think RISC-V architectures and new Ascend processors. Reports from the Financial Times and Reuters say China’s envoys are really ramping up the pressure, even as US officials weigh whether to loosen their grip.

Here’s where it gets spicy: Jensen Huang, Nvidia’s CEO, just shook hands with President Trump days ago, and the US reopened its doors for Nvidia’s H20 chips to flow back to China. But in Beijing, state media like CCTV’s Yuyuan Tantian is blasting those very chips as “unsafe,” fanning fears of sneaky backdoors—hardware features that could allow remote shutdowns or surveillance. Nvidia says “no way,” but the skepticism is a sign: tech trust is the new front line.

On the home front, the US is doubling down, too. The government fast-tracked ChatGPT, Claude, and Gemini for federal agency use—AI in bureaucracy, coming soon to an IRS office near you. The General Services Administration says it picked models that “prioritize security”—a not-so-subtle nod to the Chinese hacking surge and rising threats from Iran and even Russia.

Industry impact? AMD’s quarterly results show the pain—an $800 million ding from export bans, but record revenues elsewhere as they pivot to newer, more efficient chips. US EDA software giants—Synopsys, Cadence, Siemens—just got the green light to sell to China again, which rewired the global semiconductor supply chain almost overnight. Investors and engineers are chasing new collaborations as both sides carve out divergent AI ecosystems.

Experts warn the road ahead is forked: either a fragile detente that sparks cross-border innovation—or an entrenched tech Cold War where both sides retreat and innovate in silos. My forecast? Watch for more surprises in September, but for now, chip bans and cyber skirmishes are setting the playbook for the next decade.

Thanks for tuning in! Subscribe for the next breakdown, and remember—good security is better than good luck. 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 byte-sized expert in all things China, Cyber, and Hacking, coming to you straight from the epicenter of Beijing Bytes! It’s August 8th, 2025, and let me tell you—the US-China tech war has been moving faster than a zero-day exploit on a Friday night.

First, let’s talk hacking drama. The US National Nuclear Security Administration got a not-so-friendly knock on its door from a China-backed hacker last month. Not your run-of-the-mill ransomware but a targeted cyberattack, highlighting—once again—that digital hygiene at nuclear agencies isn’t just a suggestion, it’s a survival skill. And while the US federal judiciary tries patching up its own infrastructure after cascading cyberattacks exposed sensitive case data coast to coast, Microsoft—sitting high as a $4 trillion monster—revealed two fresh vulnerabilities this week. Roger Cressey, ex-White House cyber maven, summed up what’s probably on every American sysadmin’s mind: Microsoft’s security woes make China’s hackers feel right at home.

Now, onto those infamous chips—both silicon and policy. The Department of Justice just charged Chuan Geng and Shiwei Yang, two Chinese nationals, with exporting Nvidia’s H100 AI chips to China, bypassing all the necessary licenses. That’s the hardware every mega language model (think GPT-4 and China's own upstarts) craves. Meanwhile, Taiwan detained three for swiping trade secrets from TSMC—nobody’s named names yet, but you can bet every engineer has triple-checked their NDAs. Nvidia’s CEO Jensen Huang is sounding the alarm about America needing an energy policy—and warning about Huawei, which is now shipping its own 910C AI chips, set to rival Nvidia’s best.

Over in Congress, things are anything but quiet. Top Senate Democrats are absolutely fuming over the Trump administration’s move to loosen restrictions and let AI chips flow to China again. They argue it’s like giving Beijing a turbo boost for their AI ambitions. On the other hand, private US industry is loving the new AI regulatory sandboxes—because who doesn’t want to test bleeding-edge products without pesky oversight? Mintz reports that while Congress fights over export controls, Wall Street’s already placing bets on the next AI unicorn.

Trump just threw a 100% chip tariff into the mix—that’s tough love for Chinese chipmakers like SMIC, which is hustling to build out supply hubs in Vietnam and Germany while watching revenue climb but net income sink, thanks to costly US curbs. TSMC, meanwhile, is racking up subsidies and cashing in, proving the safest chip bet is to align with Washington.

Energy storage also got hit with new FEOC rules. If you’re a US company using too much Chinese tech, forget about tax credits for your shiny new power plant or battery farm. Norton Rose Fullbright’s breakdown says these rules are designed to force everyone to buy local—or pay hefty penalties. By 2030, developers will need 75% of costs sourced from trusted countries, not China.

As Shanghai unveils new data centers for AI and Tencent showcases more smart agents than gamer avatars, the strategic landscape shifts. Experts like Geoffrey Hinton and Eric Schmidt at WAIC call for US-China AI collaboration, though let’s be honest—the handshake across the Pacific is more a thumb war than a bear hug.

Looking ahead, industry leaders predict China will snag 55% of its domestic AI market by 2027, tariffs or not. For the US, expect tighter policies and a tough balancing act between innovation and national security. The next phase? More hacks, more chips, and maybe—just maybe—a few moments of cooperation.

Thanks for tuning in to Beijing Bytes: US-China Tech War Updates! Don’t forget to subscribe for your weekly dose of cyber drama and strategy. 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, bringing you another high-voltage Beijing Bytes. Forget trade talks over pandas and tariffs—right now, it’s microchips, machine intelligence, and some eyebrow-raising hacks driving the latest round of US-China tech showdowns.

In the last two weeks, the battle for chip supremacy has escalated, with both Washington and Beijing turbo-charging their semiconductor industries. According to Tom’s Hardware, the US has been tightening export controls on AI chips, with the Department of Justice recently indicting two Chinese nationals for trying to reroute Nvidia H100s through Malaysia and Singapore. Meanwhile, the Bureau of Industry and Security just dropped an eighty-name Entity List update—think of it as a giant “not invited” list for Chinese firms trying to buy critical US tech.

The Biden-era AI openness policy is history. Trump’s administration just swapped it for hard-nosed rules demanding rigorous due diligence on any investment headed for Chinese AI or semiconductor players. Treasury’s new outbound investment screening, effective this January, is laser-focused on advanced chip design, supercomputing, and AI software—basically, the crown jewels of digital military and economic power.

How’s the industry reacting? Companies like Nvidia and AMD are revamping product lines, offering special "lite" versions of chips for the Chinese market, while Intel and TSMC are literally pouring concrete in Arizona, New York, and even Germany to build “friendshored” fabs safe from geopolitics. But the real curveball? China’s RISC-V gambit. At the recent RISC-V Summit in Shanghai, China rolled out its secret sauce: doubling down on open-source CPU tech. Now, Chinese reps are chairing most major RISC-V committees, and Beijing just greenlit a wave of incentives to push RISC-V across industries. The goal? Cut the cord to Western chip tech once and for all.

But it’s not just supply chains and rules—cyberattacks are the new normal. Darktrace warns that Chinese APTs and RaaS groups have been exploiting zero-day flaws like CVE-2025-0994 against US city infrastructure and government agencies. The healthcare sector is bleeding data with record breaches—up to two a day. And then there’s “Lao Wang” and his criminal crew, recently profiled by gbhackers, whose smishing attacks have stolen hundreds of millions in payment credentials. What’s wild is their use of digital wallet tokenization, exploiting Apple Pay and Google Wallet to fly under the radar and launder money globally.

The strategic risk? Gladstone AI’s report for the US government says AI labs are “security equivalent of swiss cheese,” with Chinese hardware offering backdoor access and advanced espionage tactics that could theoretically paralyze data centers or reconstruct AI models just by sniffing electrical signals. Chris Wray of the FBI sums it up: China’s cyber theft campaign is “more damaging than ever”—and the US is stuck reacting, not preventing.

Looking ahead, expect deeper bifurcation—or tech decoupling—with both sides dependent on each other... for now. Experts like Chris Miller and William Matthews predict a split future: short-term pain and skyrocketing costs, but potentially a world where two rival digital ecosystems evolve. If China cracks advanced chipmaking, the global balance might tilt.

That’s your Byte for today. Don’t forget to subscribe if you want an edge in the world’s hottest tech war. Thanks for tuning in—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.

Ting here, your byte-sized guide through the cyber labyrinth of the US-China Tech War. Strap in, listeners, because these last couple of weeks have felt like a game of Capture the Flag—except the flags are AI models, rare earths, and, oh yes, military secrets.

Let’s start with headline-grabbing drama: Last week, China's Cyberspace Administration threw accusations at the US, claiming the Americans tried backdooring NVIDIA chips and leveraged Microsoft zero-days to snoop around Chinese military networks. Nvidia, summoned like a Hogwarts student caught with forbidden spells, had to explain if their new H20 chips—designed specifically to stay one step ahead of US export bans—were carrying secret American stowaways. And the plot thickened: China’s own CERT and the CAC accused US intelligence of hacking into a major Chinese military enterprise using Exchange zero-days, maintaining persistence for almost a year. The breach involved over 300 systems, SSH tunnels, and malware hot-potato. It’s the kind of cloak-and-dagger campaign that sends red teams everywhere scrambling for coffee and new passwords.

Cyber’s not a one-way street, though. In the aftermath of last year’s Salt Typhoon attack—where Chinese APTs infiltrated US telecommunications, snagging wiretap databases and confirming which spies were discovered—Four out of Five Eyes nations, the US included, recommended mandatory end-to-end encryption. Even the FBI agreed, setting aside decades of ‘strong encryption equals bad’ rhetoric, while London took its own path with new surveillance rules.

Turning to the policy chess match, the US has half-walked back some restrictions, reauthorizing exports of those same NVIDIA H20 chips to China, just as both sides prepare for trade talks in Stockholm. The Trump administration’s focus is split: shore up American alliances while dialing up tariffs and investment in domestic minerals. Washington is also investing in breaking China’s monopoly on minerals essential for batteries and smart tech. Meanwhile, China responds by further clutching its grip on rare earths. Western defense contractors are feeling the pinch—imagine your missile program stuck waiting for a shipment of germanium at Ningbo port, or pricing spikes 60 times the norm. That’s not supply chain risk; that’s strategic coercion.

Now, cue the AI arms race montage. The US and China both rolled out dueling national AI strategies in July. President Trump’s plan is all about removing bureaucratic chokeholds to keep the States at the front of the machine-learning pack. Premier Li Qiang’s counter, presented at WAIC in Shanghai, calls for a global AI rules framework but not-so-subtly blasts American “tech monopolies” and export restrictions. China claims this isn’t just about keeping up—it’s about ensuring AI’s benefits reach the “global community,” while US messaging highlights homegrown jobs and allied innovation. But even as decoupling fever spikes, their economies are like tangled earbud wires: China still processes 90% of the world’s rare earths, US tech still dominates high-end chips. Surprise: the US relaxed some chip controls in exchange for China relaxing rare earth bans, a reminder that zero-sum posturing only gets you so far.

Expert verdict? Protectionist moves, like early chip bans, backfired and turbocharged China’s self-reliance efforts, sparking a gold rush in domestic R&D. Alibaba, Huawei, and SMIC have all rolled out homegrown CPU and GPU alternatives, threatening Western hardware hegemony in AI.

Forecast ahead: Expect more tit-for-tat cyber ops as both sides ramp up digital espionage and accusations, especially as trade talks wobble. Policy shifts will keep coming, but the real battle is for global standards and supply chain control. If you’re in tech—or invest in it—watch regulatory changes like a hawk, because the rules are being rewritten as fast as the code.

Thanks for tuning in to Beijing Bytes—your essential update on the US-China cyber and tech war. Subscribe for weekly wisdom and don't forget, 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.

Welcome back, listeners! This is Ting with Beijing Bytes, your go-to for all things cyber, code, and clever in the ongoing US-China tech war. Settle in, because the past two weeks have been straight out of a John le Carré novel—with a dash of Silicon Valley swagger.

Let’s launch right into the big headline: the Trump administration made waves by lifting the ban on Nvidia’s H20 chip exports to China. Yes, you heard me—the same chips designed to skate just under US export restrictions are now fair game for Chinese companies. National Economic Adviser Kevin Hassett says the move is partly to stem a black market bonanza for high-powered chips, but also, US chipmakers argue, to keep their Chinese customers hooked on American tech. The goal? Outpace China through relentless reinvestment in R&D while dragging out China’s drive for chip self-sufficiency. Risky business! This isn’t a full-on tech détente, though. The AI Export Action Plan promises to patch any holes in current restrictions, especially on the high-end tools that China needs to build its own semiconductors. Basically, Washington is handing out swimming lessons but keeping the deep end roped off.

Of course, Beijing wasted no time firing back. Days after the export door creaked open, China’s Cyberspace Administration hauled Nvidia execs in for a grilling, demanding answers about alleged ‘backdoor’ features in those H20 chips. Chinese regulators cite concerns that these chips could be tracked or even shut down remotely—a plot twist straight out of a cyber-thriller. They invoked their own cybersecurity and data laws, warning that foreign tech will get intense scrutiny moving forward. Nvidia flat-out denied the existence of any backdoors, but in this trust-fall exercise, nobody’s exactly feeling warm and fuzzy.

On the cyber battlefront, both countries have been lobbing accusations like digital grenades. Microsoft just revealed that hacking groups tied to China, with cool names like Salt Typhoon, breached a US Army National Guard network for ten months—barely missing a cyber ‘season finale’ by going undetected for nearly a year. China, meanwhile, accused the US of exploiting Microsoft Exchange flaws to hack Chinese defense contractors, effectively hoisting the cyber blame flag right back. This tit-for-tat, experts say, erodes already fragile global cooperation against cybercrime and pushes both nations to double down on digital defense.

Industry ripple effects? American cloud giants are pulling up stakes: Amazon Web Services shuttered its Shanghai AI lab, admitting that rising US-China tensions have made cross-border research too risky. Yet, Chinese firms like Huawei and AI champions DeepSeek are pushing ahead, riding government support and growing their domestic AI market. According to the South China Morning Post, Chinese companies could grab a 55% domestic AI market share by 2027, no small feat given the headwinds.

Security experts are warning that the stakes go far beyond stolen emails or slow internet. TheStreet highlighted that suspicious code has been found in Chinese-made tech deployed in critical US infrastructure—think power grids and pipelines. One former tech CEO said this is the ‘Trojan horse’ moment America should be sweating. But with the US still heavily dependent on Chinese hardware, unplugging isn’t so simple.

So what’s the future forecast? Expect this digital slog to intensify. The US will close remaining loopholes but likely keep the tech juice flowing, hoping to buy time—and maybe influence. China will accelerate domestic innovation and keep up the pressure for tech self-reliance. And for cyber sleuths like us, this means more intrigue, more alliances, and more late-night patching.

Thanks for tuning in to Beijing Bytes! Hit that subscribe button if you want the freshest takes on digital diplomacy, cyber showdowns, and strategy. This has been a Quiet Please production, for more check out quiet please dot ai.

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