china

China and the US have focused on the race for humanoid robots. Now China is clear about which ones make money: dogs

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It is difficult to talk about all the open fronts that China and the United States have. The technological war covers everything and, if there is a race for artificial intelligencethere is one just as fierce in the field of robotics. The two powers are focusing on the humanoid robots to put them in factories or in customer service, but the market is talking and it turns out that they prefer dogs. Robot dogs, specifically. In short. Right now, China is the summit of robotics. Not only because of how advanced their robots are, but because they are already putting them to work. work in factories, stores either museums. They are not theory, they are practice due to government support and, above all, because the components to make a robot are manufactured… in China. This advantage is something that no other country has and that is essential (let them tell the eTSMC’s 60 minutes strategy in Taiwan). There is multitude of robotics startups and, although the humanoids are the most striking, the robodogs are the ones that make money. In an article by SCMP They explain how quadruped robots are preferred by robotics companies because they are becoming business drivers. AgiBot is one of those companies, and has just expanded its robot portfolio with the creation of a subsidiary -AgiQuad- focused exclusively on quadruped models. Their justification is that they consider that it is what is going to boost the robotics business and they do not want their robodog to live “in the shadow of a humanoid robot.” That is, instead of launching under the same brand a humanoid robot and a quadruped one and that customers have to choose (and compare), they prefer to ensure that each branch of the business operates a different type of robot. Projection. AguQuad plans to become a 500 million yuan (about $73 million) business by this year, scaling to 10 billion yuan by 2030 with 300,000 annual robot shipments. At the moment, they say that they have everything sold and that they continue producing units because they are completely out of stock in the warehouse. And they are not the only ones. Other companies like Amap or the giant Alibaba They want to get into this robot fight to stand up to Unitreebut in the field of four-legged robots. Speaking of the dancing queen, it is estimated that Unitree’s quadruped robot division generated 490 million yuan in revenue in the first three months of 2025 alone. That is, in just three months, it generated as much as what AgiQuad expects to generate this year. Already Deep Robotics He is also doing well in this field. Deployment. According to IDC analyses, the quadruped robot market generated $180 million in 2024 and is expected to generate $700 million this year. The estimate is that the segment will reach 50,000 million yuan, about 7,329 million dollars. And the question is… where are these robots going? Many go to exhibitions and fairs in which the robotic muscle of Chinese startups is shown, but there are others that are already operating on the ground. China wants ‘civilian’ quadruped robots, like assistance for blind peoplebut there is also deploying units among firefighters and, as we said a few days ago, within the Chinese army with support, reconnaissance and attack units. The race doesn’t stop. This scenario makes sense if we take into account several details. The first is the most practical: quadruped robots have years of analysis behind them and have already proven to be very useful in various scenarios. the chinese army He’s not the only one who has them. and, for example, in the United States they are beginning to be deployed in data center surveillance tasks. And the second reason is because those years of research and development have led to them becoming increasingly cheaper to produce, allowing their manufacturing to scale and leaving more margins for manufacturers. Prices are also falling and it is easier for different actors to integrate them into their workforce. Precisely for this reason, quadruped robots can be a viable commercial product for those same companies that continue to push the development and commercialization of humanoid robots. The Unitree itself that we talked about before just started to sell its R1 model through AliExpress with a planned launch for the United States, Japan or the United Arab Emirates. Price? $8,200, but you start somewhere. In Xataka | China will bring together more than 300 humanoid robots in a half marathon. The goal goes beyond running

A frantic race has begun between China and the US for Brazil’s rare earths. And Brazil only asks for one thing in return.

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After a diplomatic incident with Japan, China abruptly reduced its exports of rare earths, causing an immediate shock in industries around the world that depended on these materials to manufacture everything from magnets to advanced electronics. For weeks, companies and governments discovered the extent to which a seemingly invisible resource could become a lever of global power. A global race that is decided far from Washington and Beijing. This push for critical minerals has entered a new phase, with Brazil now converted on the board where the interests of the United States and China intersect. The reason? They both search ensure access to key rare earths for technology, defense and energy transition, but this time they are not negotiating on equal terms. Brazil, with one of the largest reserves in the world, has made it clear tons of common sense: that it does not want to repeat the historical role of simple exporter of raw materials, and is using that position to redefine the rules of the game. The US accelerates, but Brazil slows down. Washington has intensified its offensive with multi-million dollar investment proposalsbilateral agreements and formulas to guarantee direct supply to US companies. It has even started to secure rights on production through financing, trying to close the path to China in a supply chain that it considers strategic. However, this approach has been perceived in Brazil like too aggressivewhich has generated political resistance and has stopped agreements that, on paper, would benefit both parties. China is still in the game. Meanwhile, China has not disappeared from the board, but quite the opposite: is still the main global player in the processing of rare earths and maintains active commercial relations with Brazil. Exports to the Asian giant have grownand its industrial experience remains difficult to match in the short term. This puts Brazil in a unique position, where it can negotiate simultaneously with multiple powers without being forced to choose, at least for now. The Brazilian condition. This is where Brazil introduces its strategic turn: opening the door to foreign capital, there is no problem with that, but with a clear and unusual condition in this type of agreement. It is not enough to extract resources, but any partner must contribute to local technological development, processing within the country and job creation. In other words, Brazil demands to transform its mineral wealth in own industrial capacitybreaking with decades of dependence in which it exported raw materials and imported finished products. From exporter to industrial power. This change of focus is translating in concrete proposalssuch as the possible creation of a state company to manage critical minerals or a battery of laws aimed at strengthening national control over the sector. The idea is clear: go from selling resources to build the entire chain of value within the country, from extraction to manufacturing of key components. There is no doubt that it will not be a quick or easy process, but it marks an ambition that goes far beyond a simple commercial agreement. The real pulse: who accepts Brazil’s rules. In essence, the competition between the United States and China for Brazilian rare earths is no longer fought only in terms of investment or access, but in who is willing to accept the conditions that third parties imposein this case Brazil. Because the country is not saying “no” to anyone, but something more uncomfortable for the great powers: “yes, but on our terms.” And that introduces a new element in the geopolitics of resources, one where control no longer depends only on who needs the minerals and has the money, but on who has the capacity (and the will) to impose the rules of the game. For Brazil, a master move. Image | NZ Defense Force, YouTube In Xataka | China has just discovered the largest deposit of rare earths in the world. And he did it just when he needed it most. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country

China will bring together more than 300 humanoid robots in a half marathon. The goal goes beyond running

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Seeing more than 300 humanoid robots preparing to run a half marathon in Beijing has something of a futuristic image, yes, but also quite a declaration of intentions. The appointment, scheduled for April 19 within the framework of The Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon in 2026 is not presented as a simple flashy exhibition, but as an event in which China will bring together dozens of brands, teams and systems to test them before the public. What we have before us is not just a race: it is another way of showing us to what extent humanoid robotics has become an area that the country wants to take very seriously. New edition. Last year, Beijing had already held a half marathon of humanoid robotsbut now the leap is evident: preparation has mobilized dozens of teams and has forced the organization of large-scale night tests to check that everything works on the ground. Xinhua reported that more than 70 teams participated in the last comprehensive test held between the night of April 11 and the early hours of the 12th. More than resistance. The interesting thing about this appointment is not only in seeing which robot can withstand the distance better, but in observing how it travels it. Both autonomous navigation and remote control equipment participated in the previous tests, which will allow different technical architectures to be shown. That nuance matters a lot, because it shifts the focus from the simple spectacular image to something more useful for reading the moment of humanoid robotics in China. What is at stake is not only completing the journey, but also checking what degree of autonomy and what type of control can be sustained in an open environment. The names of this edition. If there are robots that help to better read the level of this appointment, those are the ones that arrive with clearer objectives and a more recognizable profile. The Beijing Humanoid Robot Innovation Center has confirmed the participation of Tiangong Ultra and Tiangong 3.0, with three units of the former competing completely autonomously, without human navigators or external guidance signals. Unitree has also confirmed the return of the H1, in a version adapted for long distances. Added to this is the presence of Lightning and Yuqi Boy, the two models with which Honor enters this race. What China wants to teach. This race can also be read in a much broader way. It is not only about seeing dozens of humanoid robots facing a half marathon, but also about interpreting the message that China projects with that image. Humanoid robotics has become one of the areas in which the country wants to make its position clear.. And few formulas are as effective to do so as taking that bet out of the laboratory, turning it into a public event and showing it on a stage capable of attracting attention inside and outside its borders. Images | Beijing Government In Xataka | Anthropic was the “don’t be evil” of AI for developers. Now he’s squeezing them all

China already has its “flying truck.” The HH-200 has just completed its first test flight

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China has just put into the air one of those machines that, by concept and ambition, do not go unnoticed. It is not a new fighter jet like the J-35Abut rather a commercial unmanned aerial system for transportation, completed its first test flight on April 15. There is still no logistics network deployed, but there is a movement that allows us to understand where the Asian giant wants to move in the pilotless air transport of goods, especially within the framework of its commitment to the so-called low-altitude economy. First flight. After the entire development phase, the program has already left paper behind. CCTV places the inaugural test in Puchengin the province of Shaanxi, and explains that it lasted for 22 minutes, with correct operation of the onboard systems and stable evolution of the device during the journey. To be precise, this is the first real flight evaluation, and it has been completed satisfactorily. The figures of the device. Once the test is confirmed, the next thing is to take a closer look at what kind of aircraft China has in its hands. It is a system with a square section fuselage, high wing, double engine and double boom, with dimensions of 12.2 meters long, 16.8 meters wide and 3.7 meters high. In the operational section, it boasts a maximum load capacity of 1.5 tons and a maximum range of 2,360 kilometers. Furthermore, according to official information, it is capable of reaching a maximum cruising speed of 310 kilometers per hour. The logistics part. Beyond dimensions or scope, one of the keys to the HH-200 is how its operations on the ground and in flight are planned. China News assures that the system has been designed with civil aviation standards and that it can perform the flight intelligently and autonomously from start to finish, with obstacle avoidance functions supported by AI. Added to this is a direct passage fuselage and a rear configuration designed to facilitate loading operations, allowing work with pallets, loading platforms and conventional forklifts, to the point that two operators could complete loading or unloading in five minutes. Where do you want to operate. The device is not only designed to move goods from one point to another under ideal conditions. Instead, it has a strong environmental adaptation capacity and can execute missions on short runways, high-altitude airports, extreme temperatures and adverse weather. China News gives us some interesting concrete examples: cargo routes in coastal and border areas, internal logistics routes between specific points and operations between islands in Southeast Asia, before opening the door to uses such as emergency rescue, remote sensing or agricultural and forestry tasks. From trial to market. After this first milestone, the next step will not be an immediate implementation, but an additional testing phase. It is expected that the vehicle will continue to accumulate flight tests before its eventual entry into service, an important nuance to avoid confusing initial technical success with operational maturity. Even in this scenario, according to China News, the project has 20 order intentions and closer cooperation with several firms. We have to wait to see if we will see the HH-200 beyond the testing scope. Images | CCTV In Xataka | Boeing has surpassed Airbus after years behind. That doesn’t mean I’ve regained control.

China has almost closed the AI ​​gap with the United States. And he has done it with all the sticks in the wheels

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It is difficult to go into detail about the number of dances in which the United States and China are immersed at the moment. The technological war is the umbrella under which the trade warthe attempt of military conflict in the South China Seathe robot racethat of the energy and that of artificial intelligence. Everything is related to each other and, although the United States has exercised an aggressive technological blockadeStanford University is clear that it has not been of much use. And they are clear that the AI ​​gap between the powers is “practically closed.” The report. When a new model or version of AI is presented, those responsible show graphs and tables in which they comment on how good their product is. It is something that always has to be taken with a grain of salt because the idea is to make your product look good – it would be necessary to do more – and, for this reason, an external analysis is needed to show us the complete photo. In this sense, the annual report from Stanford University (in its ninth edition) is one of the best thermometers for taking temperature in the state of AI. One of the conclusions of study is that the Chinese models are very close to the American ones. If at the beginning of the AI ​​boom those from the US set the tone with an abysmal difference, at the beginning of 2025 the distance was greatly reduced to the point that DeepSeek-R1 equaled the best American models on several occasions. Since then, the absolute top model is that of Anthropic, but currently only with a 2.7% advantage over the best Chinese model. Different approaches. In fact, in the graph with this specific analysis you can see how the distance between the two is closed as the performance of the Chinese models increases exponentially in a very short time. And something that the study highlights is that, although the United States continues to lead the battle because it is the one that produces the most top-level AI models and with the most important patents, China leads in volume of both models and production of those patents. Also in other sectors, such as AI in robotics, for example. sticks in the wheels. And the most notable thing is that China has achieved this evolution without having the best tools. As a result of the technological and trade war, it is known that the United States has done everything in its power to prevent cutting-edge technology will reach the hands of the Chinese industry. For years they prohibited American companies (which are the ones that control the AI leader like NVIDIA or AMD) sold their higher-end platforms to Chinese companies, but also They shorted the European ASML and the South Korean Samsung and SK Hynix. Because the US has the aforementioned NVIDIA and Intel, but ASML is the one that manufactures the most advanced machines for making chips, Samsung is one of the world’s leading foundries and leader in high bandwidth memory along with SK Hynix and then there is the Taiwanese TSMC as the largest foundry on the market. Although the US has more recently shaken hands with China in this regard, there are still restrictions on Chinese companies accessing the latest technology. Counterproductive. However, through innovation, government support and a little bit of smuggling, gray market and reverse engineering, companies like SMIC -the Chinese foundry- or Huawei They have managed to develop their advanced equipment and chips. The US has tried to put all the pieces in the wheels of the Chinese industry, but as some reputable voices in the chip sector have pointed out, this has only served for China to directly and advances its technological sovereignty program. That is to say, the vetoes that had such a hard impact at the beginning have served to light the flame of technological development. Huawei is the best example of this, since was ostracized five years ago and recently showed that not only has he recovered, but he has returned in better shape than ever, even becoming one of the main drivers of AI for Chinese industry. Approach. Something that the Stanford AI study also highlights is how the two countries are approaching this segment of AI. And we talk about money, of course. While private investment in AI in the United States reached almost $286 billion, in Europe The investment was almost 21,000 million and in China it was only 12,400 million. This is tricky, since it involves private financing (and this year among just a handful of American companies 650,000 million dollars will be melted) and the state support from the Chinese government should not be underestimated, but beyond investment, American companies have focused on creating the most powerful models regardless of the price while the Chinese approach is to make a Cheap AI to be almost transparent to the user. The goal in both cases is mass adoption, but here the cheaper the product and better integrated into everyday platformsbetter. Taiwan. There are other adjacent topics. For example, China has the energy for the AI ​​erabut The US has the data centers. According to the report, there are more than 5,400 data centers in the American country, which is more than ten times the amount that any other country has, but all this with a curious counterpoint: it is a Taiwanese company that manufactures almost all of its artificial intelligence chips: TSMC. The company is expanding with foundries in the US, but although a conflict that will break those relationships is not in sight, it is evident that depending on a foreign country is not the best strategy for technological independence. That is why they are injecting a lot of money so that Intel be the great foundry, but the reality is that it is still very far from TSMC and, although the US is making attempts with native companies such as Applied Materials, the main partners continue to … Read more

China prepares a 2nm AI chip to end NVIDIA’s dominance. Your problem is how you are going to manufacture it

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A new chip designer for artificial intelligence (IA) is preparing to take the field in China. And he intends to make a lot of noise. In fact, it is already doing so. It’s called Dishan Technology, and, according to SCMP, is already verifying the prototype of a 2nm AI GPU that uses a hybrid integration technology that combines FinFET and GAA transistors (Gate-All-Around). However, this is not the only thing that has emerged. According to Dishan Technology, this chip will be 40% more energy efficient than its predecessor and will be compatible with CUDA (Compute Unified Device Architecture), from NVIDIA. This latest technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, so if Dishan’s chip is really compatible it will be much easier to integrate it into facilities that already have GPUs from this American company. Although, as I mentioned above, Dishan already has a prototype of its chip, it will take another year or two to refine its technology enough to make large-scale manufacturing possible. Be that as it may, what has not been revealed is who is going to manufacture it. SMICthe largest Chinese semiconductor producer, can currently only manufacture 7nm chips using the multiple patterning. And TSMC, Intel and Samsung, which could produce it, will hardly do so in the current geopolitical context due to the demands of the US sanctions on China. We will see how Dishan Technology solves this challenge. China already has three “champions” in its AI chip ecosystem The country led by Xi Jinping you already have three alternatives very clear to NVIDIA. Although not as well-known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in designing GPUs for AI with the greatest growth potential. In fact, in August 2025 it received approval from the Shanghai Stock Exchange (China) to raise $560 million. He is allocating them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDA. Moore Threads has developed several GPUs that rival advanced solutions from NVIDIA, AMD or Huawei On the other hand, Moore Threads has developed several GPUs for AI applications that, on paper, rival some of the advanced solutions that NVIDIA, AMD or Huawei have placed on the market. The cards MTT S4000 and MTT S3000 They are its most interesting proposals right now, although, curiously, the MTT S80 card also appears in its portfolio, a proposal for games and content creation that, according to Moore Threads itself, has a computing capacity of 14.4 TFLOPS in single-precision floating point operations. The other indispensable player in the Chinese AI chip industry is Huawei. His most ambitious proposal right now is the chip Ascend 950PRwhich aims to surpass the performance of the GPU NVIDIA H100. However, this Chinese company also launched its chips last year Ascend 910D and 920. This last solution is clearly intended to compete in the Chinese market with NVIDIA’s H20 GPU. Presumably at the end of 2026 it will launch its Ascend 950DT chip, and the Ascend 960 and 970 GPUs will arrive in 2027 and 2028 respectively. Image | Generated by Xataka with Gemini More information | SCMP In Xataka | TSMC acknowledges that it has considered taking its factories out of Taiwan. It’s impossible for a good reason. In Xataka | The looming bottleneck in AI is neither RAM nor gas: it’s that TSMC’s N3 node is absolutely saturated

We sensed that Iran bombed US military bases with help. Some coordinates have revealed its name, and it is Made in China

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During the Gulf War, a group of Iraqi soldiers were located in the middle of the desert not by ground patrols, but by images taken from satellites that detected recent vehicle tracks in the sand. That episode marked one of the first moments in which looking from space began to be so decisive how to shoot from the ground. A satellite as an invisible weapon. A series of leaked documents held by the Financial Times have revealed that Iran not only had missiles and drones to attack US bases, but also a much quieter and decisive tool: an observation satellite capable of provide precise coordinates before and after each blow. The system, known like TEE-01Bwas acquired by the Aerospace Force of the Islamic Revolutionary Guard Corps in late 2024, after its launch from China, and allowed Iranian commanders to monitor key installations throughout the region, identify targets with a level of detail unprecedented for the country and evaluate the impact of their attacks in almost real time. In other words, what seemed like a direct fire war actually hid a previous layer of orbital intelligence which multiplied the effectiveness of each operation. A secret agreement. The middle counted in its exclusive that behind this capacity is a little visible but strategic agreement with Chinese actors, one that not only facilitated access to the satellite already in orbit, but also to the infrastructure necessary to operate it from any point in the world. This model, based on the “in orbit” transfer and in networks of globally distributed ground stations (a little-known export model by which spacecraft launched in China are transferred to customers abroad once they reach orbit), allowed Iran to overcome one of its main weaknesses: the vulnerability of its own facilities to attack. By outsourcing control and data flow, Tehran turned a commercial asset on a military tool difficult to neutralize. Satellite image of the Prince Sultan Air Base From limited precision to a qualitative leap. The technical impact of this jump is key to understanding its importance. Compared to its previous systems, incapable of clearly identifying complex targets, the new satellite offered high resolution images (the TEE-01B is capable of capturing images with a resolution of approximately half a meter) that allowed aircraft, vehicles and changes in military infrastructure to be distinguished. This transformed Iranian attack planning from general estimates to data-driven decisions, and consolidated a combination of human intelligence, satellite imagery, and external support that significantly elevated Iran’s operational capabilities. Attack on the bases. Among the records they obtained showed that the satellite captured images from Prince Sultan Air Base in Saudi Arabia on March 13, 14 and 15. On March 14, Donald Trump confirmed that American planes at the base had been hit. Five US Air Force refueling aircraft were damaged. The satellite also carried out surveillance of the Muwaffaq Salti Air Base in Jordan and from locations near the naval base of the Fifth Fleet of the United States in Manama, Bahrain, and the airport in Erbil, Iraq, around the date of the attacks claimed by the Islamic Revolutionary Guard against facilities in those areas. Launch of TEE-01B And more bases. Other areas monitored by the satellite included Camp Buehring and Ali Al Salem Air Base in Kuwait, the US military base Camp Lemonnier in Djibouti and Duqm International Airport in Oman. Also included in the Persian Gulf civil infrastructure monitored was the Khor Fakkan container port and the Qidfa desalination and power plant in the United Arab Emirates, as well as the Alba plant in Bahrain, one of the largest aluminum smelters in the world. Decades of relationship that explain the present. In parallel to FT reportthe New York Times published this morning one piece where he explains that these types of advances are not an isolated event, but rather the result of a relationship built over decades between Iran and China in the military and technological field. Since the 1980s, when Beijing supplied weapons directly, to recent decades, when it has opted for more discreet support based on components, dual technology and knowledge transfer, cooperation has evolved. to adapt to sanctions and regional balances. In that process, China has gone from selling weapons to facilitating capabilities that allow Iran to develop and improve its own without openly exposing itself. Strategic ambiguity as a tool. One of the most relevant elements of this relationship has been its ambiguous characterwhere the border between civil and military is constantly blurred. Commercial companies, seemingly neutral technologies and systems designed for civilian uses end up being integrated into military structures, offering China a way to influence without assuming directly the political cost of explicit support. This approach allows for simultaneous relations with Iran’s regional rivals while strengthening its strategic capabilities. A new type of war. In short, the end result is a scenario in which the battlefield no longer begins on land, but miles away from herin orbit, where information has become the most decisive factor and actor. The combination of satellites, global networks and discreet agreements It redefines that way of waging war, allowing actors with fewer resources to compensate for their limitations through access to advanced technology. In that context, the history of the TEE-01B It is not just that of a satellite, but how a network of cooperation and decades of technological evolution can completely transform the way an attack is planned and executed. Image | US Navy, Planet Labs In Xataka | The US already has the first response to its blockade of Hormuz: a boomerang of unpredictable consequences called China In Xataka | The US has closed all exits from the Strait of Hormuz. And now Iran can put into practice what it has been preparing for 25 years

The Government’s bottleneck slows down its exports to China

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The US Department of Commerce does not give the slightest respite to chip designers to artificial intelligence (AI) Americans. And the largest are NVIDIA and AMD. When these companies receive an order from one of their Chinese clients must apply for an export license to this government entity and indicate which GPU they intend to send to China, their specifications and which client is going to use them, among other relevant information. Once the bureaucracy has been put in place, the Department of Commerce technicians analyze the export requests in the framework established by current regulation and approve or deny the sale of integrated circuits to China. This is the usual procedure, so there is nothing new up to this point. However, as stated BloombergNVIDIA, AMD and other American AI chip designers face a very serious problem: the Commerce Department takes several months to process their export licenses. The US bureaucracy is torpedoing NVIDIA and AMD The staffing of the Department of Commerce has been drastically reduced in recent months, and in the current context this scenario represents a very serious problem. The Industry and Security Office of this entity is not only responsible for processing export licenses linked to AI chips; It is also in charge of carrying out investigations into the tariffs deployed by the Administration led by Donald Trump. And with fewer personnel than in 2024 and 2025 it cannot cope. The Office of Industry and Security has lost 101 employees in recent months According to Bloombergthe Office of Industry and Security has lost 101 employees in recent months, which represents a 19% reduction in staff compared to what it had in 2024. Curiously, the staff who are specifically dedicated to developing regulations linked to the semiconductor industry and reviewing applications for export licenses has decreased by 20%although it has not been revealed at the moment what this personnel flight is due to. Jeffrey Kessler, the Undersecretary of Commerce, wants, according to Tom’s Hardwarepersonally examine all license applications linked to AI chips. Here lies the bottleneck. Many of its office staff are busy with issues arising from the Iran war, and meanwhile NVIDIA has still not been able to send to China not a single H200 GPU. Officially it can do so, but before delivering this chip to its Chinese clients it must receive express approval from Kessler. AMD is in the same situation. It has not yet been able to deliver its MI308 AI GPU to its Chinese customers. However, this problem is not only suffocating exports to China. NVIDIA is still waiting to receive approval from the Department of Commerce to be able to deliver the latest orders it has received from its clients in Saudi Arabia and the United Arab Emirates. During 2025, the Office of Industry and Security took an average of 76 days to resolve export requests, but this period is increasing in 2026. Very bad news for AMD and NVIDIA. Image | Generated by Xataka with Gemini More information | Tom’s Hardware | Bloomberg In Xataka | We already know what the chips that will arrive until 2039 will be like. The machine that will allow them to be manufactured is close

The US already has the first response to its blockade in the Strait of Hormuz. A boomerang of unpredictable consequences: China

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During a crisis with Japan in 2019, China constantly sent patrol boats and government vessels to the disputed waters of the senkaku islandsmaintaining an almost daily presence without completely crossing the line of direct confrontation. That strategy, based on sustained pressure without shock frontal, showed how Beijing can protect its interests at sea by playing on an ambiguous terrain where every move counts. The block changes the board. USA has finally activated the naval blockade of Iranian ports in response to the failure of negotiations, deploying ships, special forces and interdiction capabilities to cut off the flow of oil and economically suffocate Tehran. The operation does not seek to completely close the Strait of Hormuz, but to control who enters and who leaves of the Iranian energy system, which involves intercepting, diverting or even boarding ships in transit. This movement, long studied by the Pentagon, marks a qualitative leap in war, since it transfers pressure from the air and land to the sea, where the legal, military and commercial implications are much more diffuse. and potentially explosive. The reality of global trade. The fundamental problem of the blockade is not only in its military execution, but in its fit with the global system of energy transport, where the majority of the ships are not Iranian, but from third countries such as India, Iraq or, especially China. Intercepting or pressuring these ships in international waters introduces an entirely different dimension, one where the line between military action and global economic conflict is blurred.becomes extremely thin. Thus, each attempt to stop this flow not only affects Iran, but also removes more crude oil from the market, raises prices and transfers the political and economic cost to the blocker himself. Iran and the long term. I remembered the weekend the new york times that, far from collapsing, Iran has demonstrated remarkable strategic resilience, relying on alternative routes, land trade with Asia and financial networks that include Asian, especially Chinese, banks and partners. Its economy, although under pressure, continues to function thanks to indirect exports, accumulated income and access to credit, while control of the strait allows it to continue conditioning the global energy market. In this context, the time plays in your favor: The longer the crisis continues, the greater the wear and tear on the United States and its allies, both in economic and political terms. Permanent military friction point. The blockade forces the US navy to operate in a extremely delicate environmentone where any interaction with suspicious vessels can escalate quickly. The need to board oil tankers, manage crews or redirect cargo turns each operation into a possible international incidentespecially if those ships are protected or linked to state actors. Added to this is the latent threat from Iran, which maintains sufficient capacity (missiles, drones, fast boats) to turn any mistake or specific confrontation into a major climb. The boomerang effect: China. The great consequence of the blockade at this time has not been long in coming, and it is China’s reactionthe main buyer of Iranian oil and a key player in the region. Beijing has made it clear through a statement that it will continue to defend its energy and commercial interests, keeping its routes open and warning against any external interference. There is no doubt, this introduces a completely new risk to the conflict: that of a direct or indirect shock between US forces and assets linked to China, whether in the form of tankers, escorts or diplomatic and economic pressure. Furthermore, the Asian giant has response tools that go beyond the military sphere, from the use of its commercial weight to the control of critical resources. Dead end scenario. The result is a situation in which the attempt to strangle Iran It becomes a system of crossed tensions with multiple actors, where each movement generates new frictions. Blocking does not guarantee a quick resolutionbut it does increase the chances of miscalculations, incidents at sea and escalations that are difficult to contain. Precisely in this unstable balance, the United States not only faces Iran, but an environment where the consequences rebound outside the region, with China as the actor who turns a regional operation into a first order global problem. Image | US Navy In Xataka | The problem in Hormuz is not that it is closed: it is that Iran has “lost the keys” and without them the balance is broken In Xataka | The most buoyant market right now is selling streaming and satellite images of US movements to Iran.

While half the world wants to distance itself commercially from China, there is a country that is increasingly doing just the opposite: Spain

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Pedro Sanchez Yesterday he took a selfie with the CEO of Xiaomi as part of his official visit to China. In it he has taken advantage of visit also Tsinghua University in BeijingAI talent pool— and of course for meet with the president of the People’s Republic of China, Xi Jinping. But what this official visit tells us is something important about Spain and Europe: we want to depend less on China, but the data says that we are becoming more dependent. The narrative of decoupling. The discourse that we are seeing in general media or in news programs on television networks is usually the same: The West is reducing its dependence on China. There is talk about how supply chains are diversifying or how geopolitics are reordering global trade. Although the message is coherent and is usually supported by European and North American leaders, the reality is different. The numbers simply do not match. The data that dismantles everything. Between 2014 and 2024, EU imports from China increased by 101.9%, while European exports to China grew by only 47%. The relationship between both economic powers is not cooling, but quite the opposite: it is intensifying and, furthermore, becoming unbalanced. In 2024, the EU exported goods worth 213.3 billion euros to China, and imported 517.8 billion euros with a trade deficit of 304.5 billion euros. China remains by far the largest supplier to the EU and represents 21.3% of all extra-EU imports. Behind her are the US with 13.7% and the United Kingdom with 6.8%. Who “buys” more. The three largest importers of Chinese products within the EU in 2024 were Netherlands (109 billion euros), Germany (96 billion) and Italy (50 billion). The only countries with a trade surplus with China in the EU were Ireland and Luxembourg. The case of Germany is paradoxical, because this country leads this discourse of “reducing strategic dependencies”, but at the same time it is the second largest European buyer of Chinese products. One thing is the political message, and another is the commercial reality. Spain has a deficit, but it doesn’t seem to matter. The case of Spain is also special not because of the figures, but because of how it communicates them. In 2024, Spain imported Chinese goods worth 45,174 million euros, only behind Germany. What is striking is that the trade deficit of this exchange was enormous for Spain: 37,706 million, because Spanish exports to China were 7,467 million euros. That is to say: Spain buys China almost seven times more than what it sells. In 2025, imports grew even more, to 50.25 billion euros, but Spain’s discourse is not that of Germany: it does not seem to have any problem with increasing this commercial dependence. The Bank of Spain warns. The products most imported from China were industrial machinery, telecommunications equipment and motors, that is, goods that feed Spanish production. The Bank of Spain warned in 2024 that China is the great commercial weak point for both Spain and the EU. It is due to the volume of imports as well as their concentration and nature. The problem is that this dependency cannot be resolved with speeches: we would need alternative supply chains that are not being created at the moment, at least on the scale necessary to reduce this strategic dependency. Four visits in four years. Pedro Sánchez has visited China in March 2023, September 2024, April 2025 and April 2026. No other European leader has visited the Asian giant with that frequency in this period. It is true that all the presidents of the Government since Felipe González have traveled to China at least once, but none had done so four years in a row. Zapatero also made four trips, but he made them between 2005 and 2011. What Sánchez has done has no Spanish or European precedents. But Europe also builds ties with China. This movement towards rapprochement with China in 2025 and 2026 is not exclusive to Spain. German Chancellor Friedrich Merz, British Prime Minister Keir Starmer and French President Emmanuel Macron have visited China in recent months. All these movements are a clear consequence of the tariffs that Donald Trump activated in 2025 and that have accelerated this European conversation about the need to reduce dependence on Washington. Which difference to Spain from the rest of its European partners is that he has been forging that alliance for years. Many visits, but the deficit grows. Although the relations between China and Spain are notable, the trade deficit has been at historic highs for years and Pedro Sánchez’s visits have not only failed to correct them, but have aggravated them. What grows with each trip are the cooperation agreements or investment statements in renewable energy, but that still does not affect the short-term trade imbalance. Not only that: while Spain sells to China automotive components, chemicals or serrano hamChina sells to us our industrial future. There is an asymmetry not only of volume, but also of structure. To reduce strategic dependence, nothing. The conclusion after analyzing the data is uncomfortable. The rhetoric of decoupling, digital sovereignty and the reduction of strategic dependence collide head-on with that commercial reality in which Europe imports products from China as if there were no tomorrow. The difference between Spain and the rest of Europe is that Spain does not maintain this fiction of distance, and this “honesty” may have strategic value. We will see if that ends up serving to reduce the enormous trade deficit with China. In Xataka | We thought that US tariffs would prohibit Chinese cars from entering. BYD wants to challenge them

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