It's ting your digital sherpa for all things US China, cyber games, 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 Bites 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 Netscala and Convolt. We're talking zero days. See thee dash two zero two three Dash three five one nine, and see thee Dash two zero two five Dash three nine two eight 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 Pander's new trick is making trusted cloud relationships work for them, which kind of feels like having your best friends steal your snacks and your WiFi at the same time. Speaking of state sponsored drama, China last April actually admitted to being behind the Vault Typhoon attacks that targeted US critical infrastructure.
That's confirmation with Chinese characteristics, and it got every defense contractor checking their inbox for the sixty five thousand phishing attent of the month. Add Salt Typhoon and the Treasury hack in December twenty twenty four. YEP, over three thousand 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 ACEAI chips, the H one hundreds and A one hundreds, the US cooked up a compromise sell China the less power H twenties, but tax those sales at fifteen percent. Nivey, not to be out maneuvered, launched the H twenties into China while losing eight to ten percent of its margin, but keeping a foot in a fifty dollars 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 Ali Baba and bike Dance to slow roll or cancel and Vidia H twenty orders, all while grilling in Vidia over back door security rumors, even summoning Jensen Jue
in July and vidwear's no security risks. But now they've halted H twenty production entirely and are working overtime on a next gen Blackwell based B thirty, a chip faster than H twenty, slower than the U S bound rocket ship B three hundred, 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 cambercan 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 silicons sorted out. Meanwhile, industry experts like Sam Altman from Open Ai 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 and 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 Beaiging bites. We're the only thing faster than this new cycle is perhaps Jensen Hwine's flight schedule. Don't forget to sub subscribe for more digital fireworks. This has been a quiet please production for more check out quiet Please dot ai