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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