The forces underlying these two trends are driven by a reality settling in across Washington and Beijing. The two countries are starting to manage a messy divorce on the most sensitive issues of trade.

Tech is becoming the biggest battleground in the fraught Trump era of international relations. In Paris this week, France said it will stop using Microsoft Teams and Zoom inside government and roll out a home-grown videoconferencing tool by 2027 -- part of a push to replace "non-European solutions" and keep sensitive traffic off U.