china

China is the first “electrostation” of the world and not because of its climatic moral

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Fossil fuels defined the last two centuries of our history. The extraction, trade and conflict around oil and gas drawn the geopolitical and technological map we know. But the era of petrotesties is coming to an end. A new force has broken In the world order: China, the first “electrostate” of the world. A decade of strategic planning. China already generates more than a quarter of its electricity With solar and wind energy. Its renewable industry grows exponentially, even exceeding the growth of energy demand. As a result, the country previously known for its air pollution You are already cutting its carbon dioxide emissions. This milestone is no accident, but the fruit of a decade of strategic planning. Under the “Made in China 2025” initiative, The Chinese government drew a plan in 2015 to make the country a high -tech manufacturing leader. But Beijing’s motivation was not climatic morals. The country depended on the importation of oil and gas, a huge strategic vulnerability. The plan was a commitment determined by electrification, channeled in a massive display of wind energy, solar, batteries and electric vehicles. China’s transformation into an electro -speaking. After developing full supply chains with unique economies, China has achieved a crushing domain of the renewable energy industry and electrification. Solar panels, Batteries and electric vehicles Chinese manufacturing are getting better and more affordable. This has had a direct impact on developing countries. According to a Carbon Brief Analysisonly in 2024, Chinese exports of clean technology reduced CO2 emissions out of their borders by 1%. The deployment is so massive that the emissions generated during the manufacture of these products are compensated in less than a year of use. A bipolar energy map. He China boom as electrostate He has created a new duality in power. On the one hand, there are the petroesties (Saudi Arabia, Russia …), whose energy influence is based on the export of hydrocarbons. On the other, the electrostators (with China at the head and Europe as a follower), which They base their power on electrificationrenewables and control of clean technology supply chains. This new bipolarity will not last long. While petroesties depend on volatile and geopolitically complex markets, renewable energy is a form of sovereignty. Any country can generate its own electricity from the sun or wind, eliminating its dependence on imports and isolating the volatility of fuel prices. The twilight of the petroesties. For countries that depend on the export of oil and gas, China’s rise is an existential threat. China is not just a competitor: it is its biggest client. And that customer is diversifying its energy sources at a dizzying speed. The impact is already noticeable. Crude imports to China fell in 2024 for the first time in two decades, without counting pandemic. It is expected that The country’s oil demand reaches its maximum point in 2027. Since China has promoted two thirds of the growth of world demand for oil in the last decade, its deceleration will change the rules of the game for producers such as Russia and Saudi Arabia, which is already trying to reconvert renewable. The giant contradictions. Despite its advances, China remains the world’s largest coal consumer And, paradoxically, continues to build new thermal plants. However, their average use is 50% and the law defines them since 2022 as a support to contribute flexibility to the electricity grid. A more worrying sector is that of its carbochimic industry, which converts coal into fuels and chemicals. This sector added 3% to the total CO2 emissions of China between 2020 and 2024. In any case, the country has cut its CO2 emissions by 1% during the first half of 2025, compensating for other sectors with the massive renewable deployment. A tectonic movement. The rise of China as the first electrostate in the world is the omen of a global change. A transformation promoted by self -interest, national security and industrial ambition, not by climate altruism, but whose effects are accelerating global decarbonization in a way that international negotiations by themselves have not achieved. We are entering an era in which geopolitical power will not be measured only in oil barrels, but in renewable capacity gigawatts, in the control of critical minerals and in the domain of supply chains of batteries and solar panels. The Era of the Petroestados is coming to an end, and the dawn of the era of the electrostates is already here. The rules of global power are being rewritten, this time with electrons. Image | Freepik In Xataka | China broke the solar panel market. Now their companies have had to say goodbye to a third of their employees

The ship that the three throats has launched in China

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The world has engaged in the transport network electrification. It is a vital part of emission reduction planand although cars play an important role, there is a sector that cannot be overlooked: The ship’s. The majority of world trade moves in the oceans and we have been seeing projects such as the Yara Birkeland load ship or the Ferris to connect ports. And that maritime electrification is critical in China. The decarbonization is A fundamental part of short -term China strategies and, although We have been seeing results for yearsIt is not enough. Being the country that leads battery production and the electrification of cars, assaulting the seas was the next logical step. They have several projects underway, but curiously one of the most striking, for their versatility, is that of the first fully electric cleaning ship. It is a ship owned by China Three Gorges Corporation, the company that manages the imposing prey of the three throats that, in addition, it has departments intended for Renewable Technologies Research. This ship has a double mission: Clean the floating waste of the rivers and, in the flood seasons, be used as a transport ship along the Yangtsé River. Its main characteristics are as follows: It has 82 meters long. 18 km/Hy 4,000 kWh batteries. It has an autonomy of 150 kilometers per load. A savings of 253.4 tons of diesel are expected per year. Also a reduction of 842.4 tons of annual CO₂ emissions, 25,300 tons throughout its useful life. CTG esteem a useful life of 20 years and, apart from emission savings, they expect the ship to allow Save 20 million annual yuan(about 2.80 million dollars) in fuel. After being Booty In December last year and a first inaugural trip, he is ready to sail fulfilling his mission. China climbs into the electrification ship, literally Beyond this cleaning ship, the intention China is that Decarbonization policies Transportation begin to bear fruit in the short term. Within those actions, and apart from the Incentives For shipyards and companies that adopt these technologies, an update of recharge infrastructure in strategic ports has begun. Because there are two factors that come into play: on the one hand, the batteries had to allow dilated autonomies to Maximize the operating time in the sea. On the other, the ports should have the ability to quickly recharge those batteries while maintenance work is performed on the ship itself. Fruit of that strategy, we have projects such as two countertops that It is estimated come into service at some point next year. These are two 100% electric ships of about 130 meters in length that has the capacity to transport from 10,000 to 13,000 tons, while having autonomies of about 500 kilometers to make routes between the port roads of the country. Improving communication between its main ports is another of the projects in which China has embarked, and these container companies will have ten batteries with a total power of 1,900 kW. Yujian 77 But they are not only developing container. A few weeks ago the service entered the Yujian 77the first totally electric passenger ship in the country that, with 49 meters in length, has a capacity for 358 passengers and the objective of performing tourist routes in coastal areas. And they are also developing the Futurean advanced ship focused on ocean research that has as a mission Study the oceans and perform “green technology” tests. It has a length of 110.8 meters, capacity for 80 crew and what attracts the most attention is the ability to operate for 60 days in a row, being fully electric. But, although that entrance of China through the big door in the electric ship segment has its importance due to the maritime weight of the country, the rest of the world also moves in the same direction. In fact, closer to our borders we have companies such as the Norwegian Viking Line and The world’s largest electric ferria beast of 200 meters with capacity for 650 cars. It is evident that the world of ships has not wanted to continue waiting for solid state batteriesand it remains to wait to see what will happen when this technology settles and if you can board much larger ships, such as huge cruises And above all, Portenero. Images | Gorgeus Yichang (2) In Xataka | This loading brows with 192 solar panels and a hybrid system. The most striking thing is that you can do it without crew

The countries with more nuclear bombs in 2025, gathered in this graph with two protagonists: China and India

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In January 2007, the Watch of the Last Judgment remained at five minutes of the devastation. In January this year, I was barely 89 seconds of midnight. This clock represents, symbolically, if we are close to a nuclear devastation, and the data of 2025 was the most bleak in its 78 to those of history. Although the United States and Russia continue to dismantle nuclear arsenal, they are still the powers that more atomic bombs have. However, China is putting the batteries And another country wants to demonstrate that it has no qualms about arming: India. And this graph perfectly represents the situation of world nuclear arsenal in 2025. The photo in 2025. Prepared by Visual Capitalist From data from the Stockholm International Peace Research Institute, or Sipriin the graph we can eloquently see the state of the nuclear arsenal until January this year. The United States and Russia evidently dominated The world nuclear arsenal during the Cold War and, although they are still the two nations that have the most ojas in their possession, that arsenal has been diminishing. During the last months, it is estimated that the United States would have discharged eight eyes while Russia would have ‘retired’ another 71. France and the United Kingdom, which recently confirmed actions to combine their arsenalThey are maintained, like Pakistan, Israel and a North Korea that has a secret arsenal, but with an estimated 50 heads. As can be seen in the image, the US and Russia continue to dominate the segment incontestable, but there is a third country that, also evident, is taking leaps and accelerated to get a good arsenal. China. About a year ago, A SIPRI report He surprised everyone by showing that China was increasing its nuclear arsenal at a stupid speed. Now is in a position that allows Ask for both the US and its allies With nuclear arsenal and that Chinese expansion has been the perfect excuse for the “Rearme” that the Pentagon has asked for. Of the 500 estimated heads of China in 2024, we went to 600, which represents 20% more in a few months that allows to see in an evident way that the Asian giant has taken the renewal of its forces seriously. Nuclear weapons investment is not the only thing we have witnessed, since China boasts electromagnetic catapults of his new warships, of latest generationof New combat fighters and Even a huge poaching plane. India puts the batteries. Despite those 600 heads, it is estimated that they have less than 30 strategically deployed (those that are ready to launch). The United States and Russia have less than 2,000 deployed, France has almost all lists to launch and the United Kingdom half, more or less. The one estimated that it has zero deployed bombs is India, but the new SIPRI report shows that the country’s nuclear investment is paying off. In fact, and without knowing really how things are going in North Koreait would be the only country that has increased its arsenal, adding another eight heads in recent months. They have reached 180 and arrive just at a time of high voltage in the Indo-Pacific region, with continuous demonstrations of force As the other big in the contest does, China. New generation of bombs. The current situation is … complex. With the invasion of Russia to Ukraine the Fear of nuclear war. With the recent conflict between Israel and its neighbors, Those drums have sounded again And, meanwhile, China promotes pacts not to attack first with nuclear arsenal while the treaty expiration is approaching START III which limited the amount of strategic weapons deployed by nuclear powers. Russia se He disconnected of that treaty, directly, in 2022. We will see in a few years how graphics of this type evolve, since France confirmed In 2024 a program to produce Nuclear bombs New generation and more recently they bet on new Actions to consolidate your role as one of the pillars of nuclear deterrence in the West, something that blocks with the Objectives of Rearme launched by Europe. In Xataka | In the Cold War, China feared a Soviet nuclear attack: its response was the largest underground nuclear base on the planet

China has monopolized the battery market in just ten years. And the US only has one solution: South Korea

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China is the largest electric car exporter on the planet. In 2023 he exported approximately 1.7 million electric vehicleswhich represents more than 30% of its total car exports. Nevertheless, Its international expansion It is being seriously conditioned by the tariffs that are imposing USA or the European Union, among other regions with very serious difficulties to compete with the Chinese electric car. Largely the success of the country led by Xi Jinping in this industry strengthens its leadership in The production of lithium batteries. If we stick to China Fabrica electric cars 57% of batteries that these vehicles use. Catl and Byd are the largest lithium batteries manufacturers on the planet with A market share in 2023 34% and 16% respectively. This Asian country has reached this leadership position due to several factors. On the one hand it is The largest producer in the world of lithium and rare earths, which are the main raw materials used in the manufacture of batteries. In addition, it controls the processing of these materials and is capable of producing large -scale batteries and with a very competitive price. There is currently no indicator that invites us to anticipate that His domain of lithium batteries You will be threatened in the medium term. Even so, the US government is trying to create the appropriate conditions to put an end to China’s leadership in the battery market. South Korea is the strongest alternative to China in the battery industry At the end of July LG Energy Solution, the LG subsidiary specialized in the design and manufacture of lithium batteries, He signed an agreement of 4.3 billion dollars to supply iron and lithium phosphate batteries (LFP) to Tesla for three years. This plan is backed by the current US government and seeks to reduce the global dependence of electric car manufacturers of the Chinese Giants Catl and Byd. LG Energy Solution, Sk On and Samsung Sdi are the main battery manufacturers of South Korea LG Energy solution is The biggest battery manufacturer outside Chinaand, although it is a South Korean company, it is the best asset that the US has to end the Chinese domain. Catl and Byd have in their favor their ability to produce high performance batteries and with a very competitive price, which has caused LG Energy Solution, Sk On and Samsung Sdi, which are the main battery manufacturers of South Korea, Lose market share continuously. In fact, According to the consultant SNE Research Its combined market share has been reduced by 5.4% between January and June 2025. The Trump administration is determined to end this trend, and its strategy is to create in the US the necessary conditions to pave the way to South Korean batteries manufacturers and penalize Chinese producers. To carry out this idea has included A Catl, Byd, Envision Energy, Eve Energy, Gotion, Hithium and other Chinese batteries manufacturers in the list that lists the prohibited foreign entities. The purpose of this initiative is evident: it seeks to prevent US companies from buying batteries and components from China. If, despite this, they will be disqualified when accessing state subsidies. Image | Tennen-Gas More information | Volt Rush In Xataka | Historic record for China: its chips industry has produced in 2024 more than ever despite the sanctions

China has no rival in batteries and solar panels. It is already ready to also destroy Western pharmacists

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China’s quota in the world photovoltaic cell market Broken 80%and for the moment only India seems to have the ability to disturb him in the long term. Its manufacturing capacity is 17 times greater than the rest of the planet togetherwhich has encouraged the Chinese administration to support the manufacture of More than 1,000 GW in N -type cell capacity As the other countries fulfill their net emission commitments. On the other hand, China is also a world leader in The production of lithium batteries. If we stick to electric cars the country led by Xi Jinping Fabrica 57% of batteries that these vehicles use. Catl and Byd are the largest lithium batteries manufacturers on the planet with A market share in 2023 34% and 16% respectively. Its absolute leadership in these two sectors is the result of a strategy that prioritizes investment in R&D and large -scale production to shoot competitiveness. Now Chinese biotechnological companies plan to apply this successful formula to medicines. China has the ability to drastically reduce the cost of medical care “We can reduce the costs of medical care and benefit more people through technological innovation and the improvement of efficiency (…) the recent achievements of China in the field of biotechnology show that it is possible to do it,” says Da Liuthe CR-CP Managing Director Life Science Fund, a risk capital investment group created by the Chinese state and the Thai chain Pokphand Group conglomerate with the purpose of investing in biotechnology companies. “We can reduce medical care costs and benefit more people through technological innovation and efficiency improvement” Chinese pharmaceuticals and biotechnology are living a “Deepseek”. This means simply that the medications they develop are every time most demanded by multinational corporations. What the latter pursue is to obtain the necessary licenses to market, produce or distribute the medications developed in China without elaborating them from scratch. Just three weeks ago the American investment bank Jefferies published a report in which he argues that Chinese companies and assets are extraordinarily competitive thanks to “their efficiency in costs, their small deadlines and the quality of the resulting product.” Interestingly, in seven of the ten main agreements carried out by the global pharmaceutical industry during the first semester of 2025, Chinese licenses were involved, According to the Pharmcube consultant. The success of the Chinese pharmaceutical industry is supported by a strategy very similar to that which has led this Asian country to lead the markets of solar panels and lithium batteries. However, China does not have it as easy as it seems. And it is that the geopolitical tensions that mainly support the countries led by Donald Trump and Xi Jinping are very difficult for Chinese biotechnological companies their international expansion through mergers with foreign companies. According to Liu What they need to transform into great multinational actors in the pharmaceutical industry is to achieve a dominant position in at least one or two fields of biotechnology. Image | Edward Jenner More information | SCMP In Xataka | The comfort of swallowing a pill against the power of an injection: the dilemma that will mark the future of the drugs to lose weight

China was isolated from one of the key arteries of the Internet for an hour. It is not clear if it was an essay or a failure

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On the Internet there are falls that are noticed. And then there is what happened in China. For a whole hour, one of the main road traffic with the outside stopped working without explanation. It was not a total blackout, but a cut that became visible in many parts: applications that were halfway, websites that did not respond, services that failed right in the border crossing. The ruling did not fit with the typical local fall or with a problem of a single operator. It lasted 74 minutes, crossed networks and left behind an awkward silence. What fell was not all the Internet, but a concrete and widely used part: the channel that allows encrypted connections to function safely. According to GFW Reportbetween 00:34 and 01:48 of August 20, Beijing time (UTC+8), a generalized blockade was recorded in the Port 443which is the one that uses the majority of traffic HTTPS. The effect was broad and sustained, but did not affect other channels. The most striking thing is that, until now, no one has explained what caused that cut or why it happened in that strip. The technical analysis points to a very concrete pattern. Every time a connection tried to settle in that port, special packages – the RST+ACK – appeared that act as a closing order. They are the digital equivalent to hang the phone before someone attends. These packages were not sent by mistake: they were being injected into large quantities just at the key moment of the exchange between client and server. According to the specialists, this alteration did not fit with a fall due to congestion and affected both connections that came out of China and to those trying to enter. Despite the serious cut, not everything stopped working. Internal connections within China were still active, and other ports, such as 80 – for non -encrypted traffic – or 22, intended for remote connections, showed no block signs. The problem was focused on port 443. That explains why some services could continue to work while others became inaccessible: it was not a total disconnection, but a very selective interruption of the encryption step that crosses the digital border of the country. There are no public reports indicating that platforms such as WechatBaidu or Weibo suffered a generalized fall in that strip; Its main infrastructure is mostly within the country and does not depend on the international crossing for basic functions. But many Chinese apps incorporate components that depend on Servers outside of China-action, mini-programs, external APIS or cloud functions-and those calls could fail when the encrypted step was blocked. There are no public reports that indicate that platforms such as Wechat, Baidu or Weibo suffered a general fall in that strip The impact was more noticeable in international services. According to The Registerpart of the connections of foreign services – including some functions of Apple or Tesla – could be interrupted for users in China during the blockade window. Other international services that depend on HTTPS, such as certain CDNS or VPN connections that use TCP/443. In summary: the internal network was not broken, the encrypted channel was cut out and that was enough to leave many out. One of the most relevant clues is precisely that technical footprint. Each system that filters or interrupts connections leaves a trail –a fingerprint– Recognizable for the order of the packages, the TTL or the TCP window size. In this case, these values ​​differ from the previous documents, so the researchers propose two hypotheses: a new equipment deployed for tests or a known team that was in an anomalous or poorly configured state. The conclusions remain in condition until there are more data. Traffic returned to normal and there were no visible consequences on a large scale.But the cut was real, it was documented and left an unknown in the air. There were no officials or official explanations. In any case, the great firewall is still there, functioning as always, and with an intervention capacity that this time was recorded. Images | Leon Seibert | Xataka with Gemini 2.5 In Xataka | To have a rather mediocre AI it has been necessary to loot all the internet content. And Reddit has said enough

Tesla has launched in China a Model and L. It is the most Chinese (and logic) bet that could do in the short term

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After months in which he has signed up for a Tesla Model and smallsomething cheaper to boost sales in Europe and press the competition for price, Tesla has surprised us with quite the opposite: a tesla model and longer. Only for China. And it makes all the meaning. The new Tesla Model Ylthat is, the elongated body version of the well -known electric SUV, increases the 150 millimeter wheelbase and its height in another 44 millimeters. A six -seater configuration is adopted (2+2+2) Therefore, a third row of seats is added that has been somewhat controversial. But it is also provided with heating and ventilation to the seats, electrical plates and integrated speakers. They are small improvements to increase the comfort of the passengers that are in tune with the bets of the L versions that the rivals usually offer in China. A category of vehicles that are based on three fundamental pillars: more space and more comfort for passengers. And that, curiously, they are transverse to all types of sizes. Purely Chinese With the presentation of Tesla Model YL, the opinions between criticism and public have been divided as usually happens with Elon Musk’s company. In Hybrids and electric They point out that some media qualify the third row like “going mounted in a convertible”given the little size between the head of the passenger and the roof. They ensure that the space that is free in the legs for a 1.70 -meter person is minimal and that it is an emergency solution for adults. In social networks a whole debate has been mounted following some images in which the same adult is seen sitting in the third row of seats. In one of them You see how it has a lot of free height between the head and the roof and ensures that it measures almost 1.90 meters. In another image it is observed as, with the trunk open, that same adult I would have serious problems traveling comfortably. Personally, I am inclined to think that the second option is the real but that does not mean that Tesla’s bet is bad. Yes, there are rivals that have a third row of more comfortable or practical seats. We have verified it in the Hyundai ioniq 9 or his brother, the KIA EV9. However, they are cars created from scratch with this intention in mind. Tesla is adding a third row of seats with a body L to improve the versatility of the car but, above all, with the intention of improving the comfort of the second row. That third row is an emergency solution and the really interesting is in a second row of a 2+2 configuration car with two good seats with all the comforts desired by a passenger. And in China the bodies L are usual. These cars are versions with longer bodies, with more wheelbase to generate a greater interior space. Europe has tired of selling this type of cars and Audi there, for example, demonstrates that the phenomenon is transverse to the size of the vehicle. The Germans have sold in China the Audi a3 l But also in those cars that, for European standards, already seem huge and do not need more interior space. Example? An Audi A8 L. To get an idea, this last car can exceed 5.19 meters to some endless 5.32 meters or impressive 5.45 meters. The latter refer to Audi A8 l horch. But the most interesting is in its interior seats with resting function or the possibility of adding a fridge in the central compartment, among other possibilities within the company’s customization program. Obviously, we talk here about a luxury car that Tesla does not intend to match but the company’s movement clearly points to proposing an experience in the cabin that is very sought in the Chinese car, transforming the interior into a kind of lounge with more space where feeling as comfortable as possible. Keep in mind that the great Chinese metropolis are huge and that the paths can languish for many minutes before the driver reaches his destination. This has made Chinese cars (and Europeans who want to sell there) have thrown into the arms of the screens and connectivity. But also that very wide rear seats are prioritized. Even sacrificing a good part of the trunk where Chinese cars tend to lose in front of the rivals. This happens because, despite its enormous sizes, in China the car is a Priority urban vehicle. It is rare that you travel with them since the distances are so long and the trains so competitive that either it is traveling in high speed or by plane. That is, cars are spaces with wheels where it is about giving the highest comfort to the client (another good example is the rise of their luxury minorities). And that is why the L -bodies L versions do not seek to have a third row of very comfortable seats. It is about prioritizing central seats in a 2+2+2 configuration and, in the best case, add a third emergency option. That is what Tesla has done. Photo | Tesla In Xataka | Tesla wants to keep certain accidents of accidents with her cars. A judge will decide if they should be made public

Europe manufactures in Algeria with the same method that criticizes China and Algeria has been tired

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When Ebro arrived in Spain, it was said that the intention was to return the company to a fully Spanish past. The truth is that, for the moment, it has little because Ebro S700 and S800 They are, in essence, versions of the Chery Tiggo who are given life through the DKD system. This way of working It resembles that of a puzzle. Instead of having a whole assembly line where the different pieces are assembled and equipped with a driving train, Chery sends cars in almost mounted containers and, here, they finish joining a few parts to leave through the doors of the factory. The system is controversial. At the moment he has helped to boost work in the old Nissan factory in Barcelona for which a clear future was not. But The DKD system is hardly impact on the region since less workers are needed and all pieces (and suppliers) come from China. This way of acting, in fact, It has not been well seen by the European Union that they have already warned Chery that they would not help them save tariffs on their electric cars, understanding that They were bridging They with a minimum investment. A similar situation is what they have in Algeria. And the government has sent a message: the time has come for this to end. “We want to produce cars” “We want to produce global cars locally, and the time of inflating tires is over.” The words have been pronounced by Abdelmajid Tebboune, president of Algeria, In an interview with local media. This metaphor for “inflar tires” refers to the superficial investment that large manufacturers make in the country to “produce” your cars in the country African. Right now, Stellantis is producing fiat cars there. So does the Volkswagen group (with Seat, Skoda, Volkswagen and Audi) or Renault. Hyundai or Chery is expected to also open new plants in the country in the near future. However, Algeria lives a complicated situation with this part of the industry. As in the case of Ebro, the local investments of the manufacturers are minimal and what you really want is to skip tariffs and difficult homologations of imported vehicles that have been created to protect the local economy. Renault, for example, acts with the symbol (his Renault Clio in Algeria) in the same way that Chery does with Ebro in Spain. “The vehicle arrives semi or completely finished, so there is nothing to ride,” says Mohamed Bairi, head of Ival, importer of Iveco, to local media. The intention, therefore, is that the use of pieces provided by local suppliers and the involvement in Algerian plants is greater. Stellantis ensures that the use of local pieces will increase by, minimum, 35% from 2026. What the government wants is that this changing forcing the integration of local parts to be at least 30%. As they collect in L’Automobilejust 5% of pieces used in Algeria come from local supplies. It remains to see how this will affect Hyundai’s plans and, above all, those of companies like Chery who trusted the CKD system to sell their vehicles in the country. This last option increases work rates in the country where you work locally and that is what You want to do with the electric omoda 5 In Barcelona. However, all pieces come from abroad and that is what ampoules has raised in the European Union and want to avoid in Algeria. Photo | Renault In Xataka | Morocco is positioning himself as an opponent to beat in the electric car: China has it clearer and clearer

Nvidia had a struggle to sell her H20 to China. Until someone left the language in the US government

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A little over a month ago, Nvidia got what seemed impossible: that the United States government would leave him Sell your H20 chip to China. The movement arrived after the prohibition of doing so in April, when a complicated scenario was drawn: that Nvidia entered this year 15,000 million dollars less, according to the company. Everything was going well, until Howard Lutnick, Secretary of Commerce of the United States, left the language. What Lutnick said. On July 15, just the day after raising the veto to export control over the NVIDIA H20, the US Secretary of Commerce boasted in statements to CNBC That “we do not sell our best things, nor the best best, not even the best thirds.” The comment itself is correct, because the H20 are not up to chips like the NVIDIA H100, H200 either B200. But in Beijing he didn’t like it. Why it is important. Because as the Financial Timessome leaders have considered the comments insulting, and China has reacted restricting the purchases of the NVIDIA H20, and requires companies that already have purchases agreed with the American technological technology to justify purchases. The result, according to the Financial Times, is that orders are being delayed or reducing. A China Data Center Operator He affirmed That buying chips “is not prohibited, but it has become something politically incorrect.” According to Bloombergthe Chinese authorities sent notices to national companies to stop using the H20 chips, especially with regard to government -related issues. The administration of the Cyberspace of China (CAC), the National Commission for Development and Reform (NDRC) and the Ministry of Industry and Information Technology (MIIT) were the agencies that make up a coalition of regulators involved in responding with measures to the comments of Lutnick. More firewood on fire. The notices of the Chinese authorities are still informal, but they suppose one more escalation in the problems of Nvidia, after the suspicions of the Chinese CAC that They are scamming himwhich led to questioning Nvidia in China to demonstrate that H20 does not represent a threat to interest and security in China. The company has spoken very clearly: “No rear doors“In his chips, but The tension that USA and China live is leaving it without options. Being able to sell chips in China has cost Nvidia to leave Trump administration 15% of the total income of exports to the Asian country. A huge concession made to improve its commercial position, but that aims not to be enough after the reaction to Lutnick’s comments. China is an essential market for those of Jensen Huang, but the succession of events is transforming it into a nightmare. USA It faces the dilemma to sell Hardware from AI to China or not do so and develop them them. The succession of events points to the second. The government’s ambition collides with the reality of Chinese companies. The movement to limit the purchase of H20 by the Chinese government also responds to a plan: Prioritize national chips. It forces data centers that belong to the State to use at least 50% of integrated circuits of Chinese origin on their servers. This benefits Huawei, who is already competitive with his Ascend 910D, which seeks to overcome the performance of NVIDIA H100, and with the Ascend 920, which wants to compete with the H20. However, Production will be limitedand it is the Chinese companies themselves (Tencent, Alibaba and others) that They prefer to use the US company GPUsfor a reason: because its performance is greater. China has its alternative to Cuda, but Nvidia’s weapon remains the undisputed software leader in the AI market. To the point that Chinese companies play it and the NVIDIA GPUs They sweep the black market. The question is whether this phenomenon will continue to occur if China takes tougher measures. Image | Nvidia and Flickr In Xataka | China’s three master moves to “independent” technologically from the West: raw materials, chips, AI

You just have to tell this China what you want to get it

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Until not long ago, converting an image like the one on the left into something like the right was not entirely simple. You could do it, yes, but for this you needed advanced knowledge of image editing programs such as Photoshop and, of course, time. That is increasingly true, and using the generative AI to transforming images is already a clear example that this technology can make what was very difficult before. Hello, Qwen-Image-Editor. This is the name of the generative the AI ​​model Posted by Alibaba And that is part of his increasingly reputable family of models Qwen. We are facing a specifically trained model to edit photos and images extremely simple: it is enough to ask for a prompt. Using this AI is much easier than using Photoshop in a traditional way, and in many cases the results are exceptional. You send, the AI ​​obeys creating. The new Qwen-Image-Edit is available to try directly On the website of this model. When we go to that page we will see how the “Image Edition” mode is already preloaded, and it will be enough We can also work on that image successively. An increasingly capable model. This model is a kind of ‘Fork’ of Qwen-Image, the founding model of 20,000 million parameters (20b) that Alibaba published at the beginning of the month. This model focused on things how to render text in the images, but here the edition goes further. The model is available in Qwen Chatbut also in Hugging Face, Modelscope, GITHUB and through the API of Alibaba Cloud (The cost is $ 0.045 per image, but the first 100 are free). Source: Alibaba Cloud. In the cloud and at local, on your PC. Although it is very comfortable to use it from the Qwen Chat interface – which allows you to generate up to 8 free images (entry/exit free every 12 hours -, it is also possible to download it and use it at a home on a PC or laptop with sufficient graphic memory (the model weighs 54 GB). The expert Simon Willinson has done it in his MacBook Pro M2 of 64 GB of unified memory and verified how with 10 inference steps (by default he uses 50, but that takes much longer) It took 25 minutes in generating a modification of an image. In Qwen Chat, which takes advantage of much more computing resources, you just have to wait a few seconds for each image. Understanding the image before editing it. One of the advantages of Qwen-Image-Editor is that it makes use of the so-called double coding mechanism. This system consists in analyzing the input images with the Visual Recognition model QWEN2.5-VL to “understand” the image and know what is in it and then use a variable autocodifier (VAE) to add the details of lock (the edition). This approach manages to maintain fidelity to the original modifying only what the user asks. Plate with hair, dish without hairs. The difference is subtle, but very relevant, especially because you see the rest of the image absolutely intact. Junyang Lin, one of the researchers involved in the development of this model, explained That allows how “can eliminate a hair from a plate” leaving the challenge of the un modified image, something that according to his words “is a very delicate image modification.” The Prompt indicated to the model that changed blue only the color of the letter “N”. So the model analyzing the original image, recognizes that letter, and changes the color without modifying the rest. Semantic edition. Another of the great characteristics of this model is its ability to make a semantic edition of the image. This is: what changes is the structure or meaning of an image. For example, we can apply the famous image effect with Studio Ghibli or another that transforms a photo In a scene created with lay peoplebut preserving the identity of the objects or people of the original image. Transforming any image into another that seems like a scene of some Lego movie is also very simple with this model. And again, the original content maintains its essence. Transforming reality. Like other similar generative models, evolution remains remarkable. We already saw how Google’s magic editor has long been raised, but Qwen-Image-Editor goes one step further to be able to maintain that fidelity of the appearance in the original image. For example, adding graffiti in English or Chinese – Diomas that this model manages perfectly – while the rest of the image remains identical to the original. The quality and consistency of the texts is extraordinary. They even adapt to clothes, even if you have wrinkles, so that the realism effect is greater, as is the case (although it does not notice so much) with the image of the image of Mark Zuckerberg. An example of a prodigious (and disturbing) trend. Here we are talking only about a model that edits images and transforms them, something we had already seen in the past but that with Qwen-Image-Editor goes further. The lesson is actually deeper: all these models manage to make us glimpse a future in which to manage to handle complex applications (such as Photoshop and the like in this case) will no longer be (so) necessary. Learn Linux? I? Except in specific cases, many of the things we did with these applications can be done without having any idea of ​​graphic postprocessing: it will be enough to “talk” with an AI to ask for what we want. And what is true for Photoshop will be equally for endless tools and systems: suddenly squeeze to the maximum Excel or the Linux console – for example – it will no longer make us necessary to study them and use them for hours (even if that always helps). AI will have already done it. In Xataka | China is betting everything in front of the US. What I did not expect is that Huawei and Alibaba fight between them

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