To US controls are now joined by the Beijing himself, and point to his star chip

Nvidia has been dealing with the export controls that restrict the sending of their most advanced chips to China. But now, the company directed by Jensen Huang faces a double pressure: while trying to dodge Washington’s measures, it must also face new barriers imposed by Beijing, which threaten to further reduce their margin of maneuver in one of its key markets. A growing threat. As we said, the challenges for Nvidia are not new. In 2022, Joe Biden administration prohibited export of his chips A100 and H100specifically designed for artificial intelligence tasks. The company then warned that the measure could be up to 400 million dollars in sales losses in China. The answer soon: he decided to move. Thus, Nvidia designed a product designed exclusively to keep present in the Chinese market. To achieve this, he had no choice but to reduce the capacities of his chips and adapt them to regulatory demands. From there the A800 and H800 were born, cut versions of their star models. For a time they managed to be marketed in China, but a second round of controls ended up leaving them out of play. The H20 also wobbles. Once again, the team led by Jensen Huang got down to work to develop a chip adapted to the Chinese market. The result was the H20a cut version in front of its equivalents in the West, but raised as its great bet for China. Sales forecasts in 2024 exceeded one million units. However, obstacles have not taken long to appear. Now the pressures come from Beijing. Last year, the Chinese government began to recommend to local businesses to acquire NVIDIA GPUS. In full global career for artificial intelligence, the measure seemed contradictory. But the context explains it: just then, several Chinese manufacturers were finalizing their own alternatives to reinforce the country’s computation capacity without depending on foreign technology. Huawei has not stayed with crossed hands. The company has opted strong with products such as the Ascend 910C, a chip that, as points out Tom’s hardwarereaches inference to inference about 60% of the NVIDIA H100 yield. In addition, it is optimized for large language models and has already begun to be adopted by Chinese giants such as Baidu or Bytedance. Huawei also has other variants, such as the Ascend 910b. But there is more. In the middle of last year, The Chinese government presented an action plan to boost the “ecological development of data centers.” The objective was clear: to improve its energy efficiency. To measure the advances, the authorities chose a metric known as Pue (Power Usage Effectiveness)which relates the total energy consumption of the center – including air conditioning, lighting and other auxiliary systems – with the energy used exclusively by IT equipment, such as servers, networks or GPU. The objective of the plan was to reduce the can of the data centers below 1.5 by 2025. It should be remembered that the more the Pue can the value 1, the more efficient the data center is. One of the keys to achieve this goes to use more efficient graphics cards, which generate less heat and, therefore, reduce the energy consumption of the cooling system. The problem, As the Financial Times points outis that H20 chips do not finish fit in this equation. According to the aforementioned newspaper, the National Development and Reform Commission is urging local companies to use only chips that meet demanding energy efficiency standards, both in new data centers and in extending of the existing ones. In practice, this translates into increasing pressure on Chinese technology to reduce – or directly abandon – their GPUS dependency manufactured in the United States. For now, the regulations do not apply strictly, but everything indicates that that could change. In the horizon a possible hardening of control appears: inspections in situ, economic sanctions and harder requirements. If that scenario materializes, Nvidia could be seen before an even greater blow in which, until now, it is its second most relevant market: China represents 13% of its global sales, with more than 17,000 million dollars in annual income. Images | ABODI VESAKARAN | Nvidia In Xataka | The US suspects that Nvidia chips are arriving in China through a third surprising country: Malaysia

South Korea has found a great structure in the waters that is disputed with China. It is the second time, and Beijing does not deny it

The conflict It began in the months of April and May 2024. In front of its coasts, in The yellow seaSouth Korea sighted a series of floating structures in the space that delimits the nation with China. From Beijing it was tried to reassure the neighbor explaining that what they saw only had fishing connotations, but no one escaped then that behind the movement could exist much more. New structures have turned on the spirits in Korea. A new dispute zone. As we said, a few weeks ago China began The construction of maritime infrastructure in the yellow seaa strategically crucial area between the Chinese Costa and the Korean Peninsula. The new facilities, A floating steel structure of more than 50 meters high and widewere detected by South Korean satellites, raising concerns that China is using the tactics of consolidating territorial claims through permanent constructions. With An area of ​​417,000 square kilometers, the yellow sea is rich in marine resources, oil and gaswhich makes it a key point of economic and geopolitical interest for both nations. Until now, South Korea has protested by the installation of Several structures since 2024claiming that these could be part of a major plan in China to exercise sovereignty over the area. In fact, the South Korean authorities believe that Beijing could build up to 12 of these structures, which would turn the area into a friction point into the already tense relations between both countries. China and its maritime tactics. The strategy of building permanent structures to affirm sovereignty is not new in Chinese politics. Moreover, Beijing has applied similar tactics in the South China Seawhere has transformed reefs into military bases And he has claimed jurisdiction on disputed waters with the Philippines, Vietnam, Malaysia and other countries. Everything indicates that the strategy seems to spread to the yellow sea, with direct implications for South Korea and its allies (Particularly, the United States). What does China say. We said it at the beginning. Chinese officials They have tried to minimize controversyalways describing these facilities as “fishing support infrastructures”but the South Korean security community fears that they are advanced for an eventual statement of Chinese sovereignty. In the words of Sang Hun Seokformer South Korean Diplomatic and Security Analyst, “these facilities act as the maritime equivalent of boots on the ground, establishing a physical presence that China will then use to consolidate their claims.” The provisional measures zone. The truth is that the yellow sea has been a historical dispute area between China and South Korea. In 2001, Both countries established the one known as the provisional measures zone (PMZ) to administer the area of ​​exclusive economic zones (ZEE) and avoid confrontations, delimiting fishing rights and prohibiting new constructions or the exploitation of resources until reaching a permanent agreement. Under it, the two nations are prohibited from building infrastructure or exploiting resources beyond fishing if the other does not agree. What happens? What South Korea He has repeatedly denounced for years that China has ignored these restrictionsallowing their fishermen to operate illegally in the South Korean Zee. Said dispute has even led to violent clasheswith South Korean maritime patrols shooting against Chinese vessels on more than one occasion. Hence, the construction of permanent structures is now seen as a new level of provocation, as it could sit a precedent that Weakens the capacity of South Korea to assert your maritime rights. The elephant in the room: USA. He Mutual Defense Pact between South Korea and the United States makes this dispute just a bilateral issue. With 28,000 American soldiers parked in South Koreaany Chinese movement that alters the strategic balance in the region could attract Washington’s attention. Until now, Americans have maintained a containment approach against Chinese expansion in the Indo-Pacific, particularly in the South China Sea and the Taiwan Strait, but but The yellow sea could become a new piece on the game board. Dispute with historical roots. From the Chinese perspective, Yellow Sea control has a strategic and symbolic weight. The reason? In the last 200 years, The great battles that defined the history of China were fought in this regionfrom the Opium wars until The Sino-Japanese war. Under this perspective, Beijing’s official narrative considers these wars as a historical humiliation imposed by foreign powers, and recovering absolute control over its coast is seen as part of the restoration of his “historical law”. The Chinese argument to reject an equitable division of the ZEE with South Korea is based on the fact that Its population and their coast are significantly largerso they believe that the dividing line should favor them. On the other sidewalk, South Korea and its allies defend the principle of the “midpoint”, according to which the maritime border should be drawn equally between both countries. And where do it leads to us? It is the big question. Of course, so far the dispute has not reached the seriousness of the Conflict in the South China Sea or the Eastern China Sea, where the Asian nation maintains confrontations with the Philippines and Japan respectivelybut the situation could quickly intensify if Beijing continues to expand its presence. It would not really be “so much.” If South Korea, with the support of the United States, decides to directly challenge these constructions, we could see a new front of tensions in the Indo-Pacific. Perhaps for this reason, at this time the great unknown is to know how far South Korea will allow (and its alliance with the United States) that Chinese tactics advance before taking more forceful measures. Image | Grid-AendalNASA In Xataka | The US and China Liby ‘Chips War’. Now South Korea prepares for ‘The War of Memoirs’ In Xataka | China has discovered an advantage to win the career career to the US: a “bubble” in its defense

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