This is a really hard story to know what to think about. On the one hand, yes, hardware implants are a major risk. And having so many of our electronics manufactured in a country with massive state control over its economy and with which we have an adversarial political relationship is definitely a big concern.
On the other hand, the denials from the companies cited in the first article are remarkably strong. And again this article fails to give relevant details. It just cites a security contractor who says he had a client who had this issue.
But Bloomberg is a serious news organization and they are holding strong on this story as well. So what to think?
It strikes me that if your goal was to ramp up tension between the US and China at multiple levels, then planting this sort of story would be a great way to accomplish it. Politicians can cite national security. Wary consumers are triggered over privacy. Corporations become more and more gunshy of investing in China and partnering with Chinese manufacturers.
I hate to dream up conspiracy theories. And yet, we live in a world where many states, politicians, organized crime groups, political groups, and corporations are all intentionally spreading disinformation of all sorts all the time designed precisely to ratchet up tension and suspicion.
I don't really believe that's what's going on just yet. But I also don't believe it's as straightforward as the Bloomberg stories make it out to be, either. Something very strange is going on.