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. Buckle up, because the US-China tech war just hit warp speed these past two weeks, and Beijing Bytes is diving straight in.
First off, cybersecurity's exploding like a rogue backdoor. Google’s Threat Intelligence Group and Mandiant just smoked out UNC2814—aka Gallium—a slick China-linked crew that's been prowling for a decade. These hackers breached 53 orgs across 42 countries, hitting telecom giants and governments from Africa to the Americas. Their ninja move? Hiding GRIDTIDE malware in Google Sheets API calls—reading commands from cell A1, exfiling data to V1, all disguised as legit SaaS traffic. Google seized their cloud projects and sinkholed domains last week, but they warn it'll take years to rebuild that global footprint. Oh, and Singapore confirmed all four major telcos got pwned in a coordinated espionage blitz, while Poland's wind farms and power plants leaked via default creds—no MFA, exposed OT interfaces. CISA's screaming at US energy ops to segment IT/OT now. Strategic play? Pure intel goldmine for tracking persons of interest, echoing Salt Typhoon vibes.
Shifting gears to restrictions: Commerce Secretary Howard Lutnick's crew is rallying US robot makers for a March 10 roundtable in DC, eyeballing supply chain fixes against China's subsidized bot blitz. Apptronik's boss and Standard Bots CEO are pushing tariffs or bans on Chinese humanoids—Congress revived the Robotics Caucus, and a Senate bill bars feds from using China/Russia bots. Meanwhile, Trump's deferring some AI tech measures, irking lawmakers who say it guts national security. Export controls limbo: BIS's AI Diffusion Rule lingers "on the books" despite non-enforcement promises, with KYC screens now gating Nvidia chip sales to China data centers. Watch for case-by-case reviews vetting military ties—hypersonics, nukes, EW all in the crosshairs.
Industry quake? Taiwan chip panic's real—NYT reports Apple’s Tim Cook, Nvidia’s Jensen Huang, AMD’s Lisa Su, and Qualcomm’s Cristiano Amon got CIA’s William Burns and DNI Avril Haines briefing on 2027 invasion risks. TSMC pumps 90% of advanced semis; a blockade cripples Silicon Valley. Trump's new 15% tariffs (plus national security hits on batteries) jolt climate tech, while China rolls MIIT rules from March 1 for tech contract registration to snag VAT exemptions and CIT cuts.
Expert take: CSIS says team up with Japan/Europe on robots; ITIF wants Chinese bot bans. Forecasts? US pushes "good enough" AI stacks via CHIPS cash, but China's cheap LLMs and agentic AI—like OpenClaw flaws and NIST's new standards—compress timelines. CrowdStrike clocks breakout at 29 minutes; identity governance is king.
Whew, listeners, the bots, hacks, and chips are rewriting the rules—US leads software smarts, but China's scale is ferocious. Stay vigilant!
Thanks for tuning in—subscribe for more Beijing Bytes heat. This has been a Quiet Please production, for more check out quietplease.ai.
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