china

China has turned the train into its silent road to Europe. The last shipment marks a new milestone in its commercial strategy

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For years, a constant flow of trains starts from the same Chinese city, Xi’an, in the direction of Europe. The last one did it on Wednesday with 55 containers loaded with solar panels, destined for Baku. With him, the city has overcome the 30,000 trains outputs with European destination since 2013, According to Xinhua. The figure refers only to items from Xi’an, not counting the laps. The data impresses, but says even more if observed in context: China has been using the railroad as a strategic tool to approach the logistics heart of Europe. The image of a train loaded with merchandise based on northwestern China has been repeated thousands of times in just over a decade. This constant flow has made the aforementioned Asian city one of the great nodes of the China-Europe Railway Express. This logistics network exceeded in June the 110,000 accumulated services (round trip) as a whole, According to the Official Portal of the Chinese Government on June 10, 2025date on which the symbolic exit was held from Qingdao. Although it is not the only point of origin, it stands out for its regularity, the variety of routes that operates and the prominence it has won in the land transport strategy to Europe. An essential route. The train to Baku is part of the call Medium Corridor or Middle Corridora route that crosses Kazakhstan, borders the Caspian Sea and continues through Azerbaijan, Georgia and Türkiye before connecting with Europe. This alternative to the traditional railway axis via Russia He has won prominence in recent yearsespecially after geopolitical tensions in the region. Baku is not a final destination, but a strategic point of passage within this network: from there, many shipments continue by sea or rail to countries of the European Union. What moves with this transport. The train that departed this week from Xi’an transports 55 containers loaded with photovoltaic modules. It is not a rarity. In fact, products linked to solar energy are a usual part of the rail services that cross Eurasia by this route. China dominates the global market of solar panels, according to the International Energy Agency, with more than 80% of the manufacturing capacity at all stages. Although photovoltaic modules have become frequent, they are not the only thing that comes out of this Asian city. The rail services that start from Xi’an also transport electronic products, appliances, automotive parts, machinery, textiles, medical supplies and consumer goods. According to official data, China-Europe Railway Express moves more than 50,000 types of different products, organized in 53 categories. In March, for example, a convoy with European destination left from Xi’an loaded with cosmetics, automotive components and household needs. The advantages of the railroad. In front of maritime transport, the railroad offers clear advantages in certain sections. According to the EIASoffers less transit time, less port congestion and less exposure to geopolitical bottlenecks. The routes that cross Central Asia and the Caspian Sea allow to reduce in several days the journey between western China and Eastern Europe. In addition, this corridor has gained strategic weight since many companies are looking for alternatives to shipments via Russia. For Beijing, having a more flexible rail network is a way to shield its export capacity against changing scenarios. Images | Xinhua In Xataka | Huawei says that it has resolved a technological challenge that will trigger China’s competitiveness in the United States

The battle for the Arctic has ceased to be a two thing. China has “planted” with five breaks against Russia and the US

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In March there was one of that news that rumbles in the geopolitical scene. Russia announced its decision to put its flag in the Arctic with a floating nuclear plant. And if any nation, call the United States, I wanted to say something, I was very delayed. In the background a strictly numerical theme: the Moscow fleet had eight “nuclear” break. And, suddenly, China has appeared. Unpublished deployment. United States, through the North Command (Northcom) and the NORAD, Watch The simultaneous presence of Five Chinese breaks operating in Arctic International Waters, in front of Alaska, a number that multiply by two and a half The current capacity of the US coastal guard in the region. The units, mostly research ships Like the Xue Long 2, the Ji Di and the Zhong Shan da Xue Ji Di, have been intercepted or survived by US media within the framework of the Frontier Sentinel operationdestined to counteract hostile activities, protect sovereign interests and promote respect for international maritime law. The deployment is part of a three -year trend of growing Chinese activity in the Arctic, facilitated by the thaw that opens routes such as The “Route del Norte”axis of the Chinese strategy of the “Polar silk route” To shorten in about 4,600 km The maritime journey to Europe. Arctic capacities and gap. Yes, despite not being an Arctic State, China already operates at least Five Rompehielos And it projects to build more tens, while Russia has dozens of units and the United Polar Stary and the Healy), to which the Storis on August 10 as provisional reinforcement. The rest of the 20 American breakwoods are domestic and They lack polar capacity. The Coast Guard warns which must expand and modernize its fleet to safeguard national security and maritime trade, aligning with the presidential guideline to acquire 40 new breaks. However, a new one is not built in the United States for half a century and current programs They suffer delayswith the first Polar Security Cutter postponed from 2024 A, possibly, 2029. The USCGC Healy helps to release an oil tanker with Russian ice flag near Alaska in 2012 Industrial response. Before the gap, the Trump government has assigned 4.3 billion of dollars for up to three new heavy breaks and 3.5 billion for medium units, in addition to promoting the ICE Trilateral Pact With Canada and Finland to meet the planned demand for 90 Rompehielos In the next decade. This agreement seeks Share informationform personnel and allow the joint acquisition of ships built in allied shipyards. In July, shipyards of the United States, Canada and Finland announced an alliance to produce Arctic Security Cutters, with a mature design and delivery capacity in 36 months after the award of the contract. Strategic competition. No doubt, the increase in Chinese and Russian activity in the Arctic reflects its growing interest in natural resources and strategic advantages of the region. Russia has massively reinforced its military infrastructureas in the Nagurskoye Air Base and the Trefoil Arctic Complexwhile the United States performs multinational exercise Arctic Edge 25 With own forces, from the United Kingdom, Denmark and local partners, although its ice operability remains limited by the shortage of breaking. The simultaneous presence of five Chinese ships in this sensitive area underlines the urgency for Washington to close the capacities gap if you want to maintain influence and access at the north end. Geopolitical importance. Plus: the thaw of the Arctic not only opens shorter trade routes between Asia and Europe, but It exposes reservations of hydrocarbons, critical minerals and new fishing grounds, all of high strategic value. For China, increase your footprint in the region gives you ability to influence In a space historically dominated by NATO Arctic States and members, in addition to reinforcing its global naval projection. For the United States, on the other hand, the Chinese advance and Russian supremacy In polar abilities they show the urgent need to invest in media that ensure the defense of their maritime routes, resources and presence in a scenario where geopolitical competence intensifies rapidly. Image | Us Coast Guard, USCG In Xataka | Eight Rompehielos have turned Russia into the power of the Arctic. Your secret: Nuclear force to operate all year In Xataka | The future of energy is floating in the Arctic: the ace under Russia’s sleeve is a nuclear plant

The agreement with the US seemed to pave the way to Nvidia in China. Now is the Asian giant who begins to close the door

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The agreement with Washington had allowed Nvidia sell again Your H20 chip In China. It was a door that opened after months of restrictions. Now, the Chinese authorities have begun to close it slowly: According to Financial Timesand Reutersthey have summoned Alibaba, Bytedance, Tencent and other companies to explain why they buy H20 instead of using local processors. The gesture is not symbolic, several of them are rethinking their orders, and the new scrutiny comes while Beijing encourages a prioritize domestic alternatives. Nvidia developed the H20 in direct response to the export limitations that the United States imposed at the end of 2023. For a time it was its star product for Chinese clients, until this year it was again blocked by a new Washington decision. In July 2025, the veto rose after an agreement with the Trump administration for Nvidia would transfer 15% of the income of some advanced chip sales in Chinaaccording to Reuters. That turn reopened the door, but also unleashed criticism in the United States for its supposed impact on China’s capabilities. A historical agreement that now faces resistance Authorities such as the Ministry of Industry and Information Technology, Mits, people aware of the situation, and the administration of the cyberspace of China, CAC, according to Reuters, have held meetings with companies such as Alibaba, Bytedance, Tencent and Baidu. They have asked them Why don’t they turn to national alternatives and have expressed their disapproval for the use of H20 in government or security areas. They have also raised doubts about the information that Nvidia asks to send to Washington for review. As a result, several companies have begun to reconsider their orders, according to Financial Times, although Reuters points out that it was not ordered to stop shopping. Concerns are not limited to preference for local chips. The Internet regulator asked NVIDIA to clarify whether H20 could involve risks for Chinese user data, including the possibility of “backdoors.” In this sense, Beijing has expressed concern for functions such as remote shutdown or location tracking. Nvidia, as we have seen before, He denies these capacities and argues that H20 is not a military product or for government infrastructure. According to Financial Times, Huawei, Cambricon and other Chinese manufacturers have increased their presence in the market since the H20 was subject to restrictions. Beijing has reinforced the message of technological self -sufficiency and encourage large platforms to opt for local suppliers. Now, it is no secret that the lack of access to advanced manufacturing equipment, Like the latest generation lithography, it is still an obstacle. Despite this, the demand for national chips grows thanks to political support and the need to reduce external dependence. But not everything plays in favor of the local giant Huawei. Great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs For its greatest performance and, above all, by CUDA, the parallel programming platform of NVIDIA that allows the most of its GPU for artificial intelligence and other complex calculations. Replacing it with alternatives such as Cann implies overcoming technical and compatibility barriers. Li Guojie, from the Chinese Academy of Sciences, warns that China needs its own tools that exceed Cuda to achieve self -sufficiency. The great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs. Bernstein, collect ftestimates that the market share of Nvidia in China will go from 66% in 2024 to 55% this year. In parallel, Trump has suggested that he could authorize a Limited version of Blackwell -based processorsthe most advanced of the company. In any case, Nvidia generated 17,000 million dollars in sales in China in its last year13% of its total income. In this environment, each regulatory decision weighs as much as the technological road map itself. What in July was presented as an advance for Nvidia has become an uncertain scenario. Beijing’s pressure, added to the impulse to national manufacturers, redefines the company’s possibilities in a market that was strategic for years. According to the aforementioned means, the outcome will mark not only the future of Nvidia in China, but also the way in which both powers manage artificial intelligence when politics, security and trade intersect. Images | Nvidia In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way In Xataka | China is an essential market for Nvidia. Little by little it is becoming something else: a nightmare

There is an AI battle that China is overwhelmingly losing against the US: that of Capex

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Beijing, we have a problem. It is much that the Asian giant has achieved In recent years to achieve compete from you to you With the US in the field of AI, but it is losing a crucial battle: that of investment. There his rival was already overcoming him before. Now he is crushing him. Investment gap. Winning in AI means doing it in many areas. China has managed to overcome many obstacles and is competing with the US in the ability of its models. Is even starting to have Really promising chips They can put things to Nvidia. However, China has a big problem in the field of investment, because its companies do not invest by far as much as the Americans do. The US capex is astronomical. In the last five years Google, Microsoft, Meta and Amazon They have accumulated A capex of 5.36 billion yuan. Meanwhile, the seven large Chinese technology companies (Tencent, Alibaba, Baidu, JD.com, Kuaishou – one, do not include Bytedance -, meituan, and netease) invested a total of 630,000 million yuan. The difference is spectacular, but it has been increasing over time. According to A report From Jinduan Research Institute, in 2020 the US capex ratio with China’s was 1: 6, but at present that ratio is already approaching 1:10. It is not so much that China does not invest: is that the USA invests much more. Source: Jinduan Research Institute Data centers send. Although not all the capex of these technological ones is intended for AI, the majority of that capital expenditure is certainly focused on this area. In fact, we have already seen how the great US technology have announced multimillion -dollar investments in data centers. From 100,000 million of dollars that intend to invest Amazon to 65,000 million of goal dollars, the figures are absolutely dizzy. Network effect. To that problem is added that of Network effect which is causing US investment. This effect occurs when a product or service becomes more valuable as more people use it. The US investment allows better models to develop and attract more users that generate more data. These data “feedback” AI and improve models, which in turn makes more users use it, and thus in an infinite loop. The quality of the Chinese models in front of those of the US is remarkable, at least according to some of the most popular benchmarks in the market. Source: Artificial Analysis. Adoption rate. The problem, they indicate in the Jinduan report, is in the adoption of the AI by the US, which is also supposedly far superior to that of China. According to its data, the AI adoption rate by companies in the US is 78%, while in China that figure does not go from 15%. The first data comes from A study of the consultant McKinsey, while it is not clear where China comes from. The same goes for the number of active weekly users of chatbots of AI. In the US, 1,000 million are exceeded – only chatgpt He already counts With about 700 million – but in China that figure seems to be only 70 million according to the study, a figure that a priori seems doubtful. The Questmobile consultancy revealed that last November the number of active users of AI apps in China exceeded 100 million users. China (probably) would like to spend more, but can’t. Although it is not clear if the adoption rate causes that minor capex or is the other way around, but what is certain is that Chinese companies would probably want to increase their capex to bet even stronger for AI. The problem is that they cannot due to export controls which has imposed the commercial war between the US and China. If the United States Veta chips export And advanced components from AI to China, those companies simply cannot dedicate more money to buying them. Dividends. The authors of the Jinduan report point to another reason for that difference in Chinese Capex-Eeu. Chinese companies are using the benefits obtained to repurchase actions and offer dividends instead of dedicating them to CAPEX. According to this report “in 2024, the total net amount of the repurchases of shares, dividends and debt amortizations of Tencent reached 1.68 billion RMB, more than double its capital expenditure for that year.” Thus, the restrictions imposed by the US are only part of the problem. The “deflation of AI” China seems to be due to a certain inaction by these companies, the report points out, and that can end up causing a big problem, especially in the long term. Image | Karolina recordowska In Xataka | The infrastructure boom for AI begins to show cracks: China accumulates unreasonable data centers, and is not the only one

It is being a complicated summer for the US F-35. After the NO of Spain, Russia and China have appeared to do more damage

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In the Almighty Lockheed Martin must be looking forward to one of the most cruel summers that they remember regarding image. First it was a stranded hunt A month in Indiathen Spain decided reverse to the request of 50 F-35 that I had to the American company. To the “Porazo” have been added countries that have put in Doubt your purchase. Now, to finish off a tragic week, Russia and China have put their finger on the sore. A second breakdown. British aircraft carrier HMS Prince of WalesRoyal Navy’s flagship and leader of the Carrier Strike Group 2025he suffered for the second time in his current deployment Highmast Operation An incident with one of its fighters F-35B Lightning IIforcing this time to the aircraft to make a emergency landing In a foreign civil airport. On this occasion, the device had to deviate to the Kagoshima airport, in southwest Japan, during a joint exercise with the Japanese Self -Defense Air Force, because of of a breakdown which forced to close the track for about 20 minutes and caused delays in commercial flights. Although the ruling did not require urgency technical assistance as in the Previous incident in India (When another F-35B remained inoperative for more than a month), the new episode tarnishes a mission conceived to reinforce the British projection in the Indo-Pacific, and that of Lockheed Martin in the background. United Kingdom and doubt. The first reactions to the failure have not been expected in England. He Telegraph counted A few hours ago, the risk of the risk does not reside solely in the reliability of a specific model, but in the Procurement strategy that the British Ministry of Defense has been applying for decades: prioritizing small amounts of high -tech equipment to the detriment of the operational mass. In other words, mechanical failures in complex systems such as F-35B are inevitable and are part of the life cycle of any advanced technology, but what cannot be affected is that the temporary loss of a single plane involves a 6% reduction In the combat capacity, or that a naval breakdown paralyzes half of a group of escorts. According to the mediumthe lesson of these incidents is not to question the worth of the aircraft, but to recognize that the United Kingdom needs more of everything: more fighters, more ships, more personal and more resilience. Teasing and propaganda. Forbes counted That the nature of the last failures of the hunt, despite its low technical gravity, has served as fuel to the Beijing and Moscow propaganda. Apparently, media and commentators in China and Russia, Like Wang Ya’nanAerospace Knowledge editor have questioned the British capacity to keep a fifth generation furtive hunt in prolonged deployment. In social networks, accounts Like India Sputnik Ironized saying that the HMS Prince of Wales “collects emergency landings such as souvenirs”, while others They ridiculed The reputation of the F-35 of LM with comments such as “World’s Best Jet… Really?”. Analysts like Cliff Lampe They warn That these narratives are extended almost immediately in the current digital environment, where virality and absence of moderation allow misinformation, mockery and propaganda to mix with economic or political interests. Kerala also took the opportunity to “promote” the situation of the hunt stranded for a month Informative war. The F-35 case adds to a pattern of media attacks against high profile weapons systems used by Western powers. Recent examples include Chinese discursive offensive Against the Dassault Rafale after the demolition of an Indian specimen for an Air-Aire PL-15 Missile of China, or the Chinese Networks campaign Against Russian Hunting Su-57 before the Zhuhai Air Fair. These dynamics show how geopolitical rivals use isolated incidents for feed narratives of technological or logistics weakness, exploiting the susceptibility of the public and the press to the stories of failures in advanced military teams. Impact for Lockheed Martin. As we said at the beginning, for Lockheed Martin, manufacturer of the F-35, this new incident adds to a more than complicated period, after the decisions of Spain and Swiss to explore alternatives and two recent accidents In California and Alaska. It We counted Yesterday: although the accumulation of events can affect public perception, the F-35 program maintains a solid positioning thanks to its deep integration into allied forces, the investments already made, their advantages in interoperability and the political support that ensures its continuity. The immediate strategy is to return as soon as possible the F-35B affected to operations from Japan or reincorporate it to the aircraft carrier, while the International narrative To present these cases as isolated failures, preventing them from being interpreted as structural problems. Strategic implications. Beyond the impact on the Image of F-35incidents raise questions about the United Kingdom Capacity to hold large -distance deployments with latest generation media and on the logistics resilience of its shipped air fleet. The deployment in the Indo-Pacific, only the second of a British aircraft carrier in the 21st century, is part of a strategy for strengthen alliances and demonstrate presence in a region marked by the Competition with China. However, episodes such as these can be perceived by partners and rivals as indications of operational vulnerabilitiesreducing the deterrent impact of the mission and offering competing powers an alternative story that exploits each breakdown as a symbol of structural limitations. Image | Rawpixel, Rawpixel In Xataka | The F-35 not only costs a fortune, it has a button that Spain does not like. So he told the US that he doesn’t want them In Xataka | Spain refuses to spend 5% of GDP on artillery. Because what you really want is to sell it to Europe

The US government suspects that its general director is an ally of China

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Lip-bu Tan, the general director of Intel, is in a very compromised position. His background plays against him. Before arriving at the company currently leading Cadence Design Systems directedan American company specialized in the development of software and hardware tools for Design and verify integrated circuits. Nothing suspicious here. The problem is that just a month ago, in July, the US Department of Justice condemned her to pay A fine of more than 140 million dollars for selling commercial secrets to China. However, there is a fact that complicates this scenario even more: According to this US institutionCadence Design Systems delivered this critical information to the National University of Defense Technology, a Chinese teaching and research center that is supervised by the Chinese army. In fact, the US Department of Commerce has included this university in its “blacklist” because presumably is involved in the development of the super -taders used by the Chinese army to simulate nuclear explosions. Intel’s general director has just given explanations at the White House Lip Bu-Tan Intel leads since March 2025but there is a crucial fact that we should not overlook: although this conflict has taken it out of Cadence Design Systems directed this company between 2009 and 2021. And this was the period in which according to the US Department of Justice there were the violations of export control by which this company has recently been condemned. In addition, the panorama is further complicated for the Director General of Intel if we are in mind that it seems to have invested in some 600 Chinese companies, and some of them are presumably linked to the Chinese army. According to The Wall Street Journal, Donald Trump and Intel’s general director have had a “face to face” just a few hours ago This last accusation It has been formulated by the American senator Tom Cotton in a letter addressed to the Board of Directors of Intel. According to CottonLip-Bu has used its risk capital company Walden International to “get participations in more than 600 Chinese companies, including Startups of chips that They supply the Chinese army“It is a very serious accusation. So much, in fact, that Bu has been forced to go to the White House to give explanations. According to The Wall Street JournalDonald Trump and the general director of Intel have had a “face to face” just a few hours ago. This meeting has had a double purpose. On the one hand he has given Lip-Bu so the opportunity to explain and clarify his involvement in the sale of commercial secrets to China for which Cadence Design Systems has been convicted. And, in addition, presumably Donald Trump has questioned him about his personal commitment and that of Intel with a priority objective for the US: the achievement of total independence in the manufacture of semiconductors. Intel is the biggest manufacturer of American chips, and, therefore, it is the best US option when competing in the production of integrated circuits with the Taiwanese company TSMC and the South Korean Samsung. Image | Intel More information | The Wall Street Journal In Xataka | Intel’s plan in front of an unattainable TSMC: beat Samsung and consolidate as the second largest chips manufacturer

China has shielded its space station against embargoes and sanctions. The key is how it has built it

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When Yang Liwei became The first Chinese astronaut in 2003The United States and Russia – bypassing the advances of the former Soviet Union – already accumulated decades of experience and more than fifty manned missions. In just over twenty years, that gap has been reduced by leaps and bounds. Of a modest debut, China has become humans to space, Mars And finally, To raise your own space station. A project that points to self -sufficiency with its own technology In Beijing they do not hesitate to show off technological independence. Yang Hong, chief engineer of the space station system, summed it up in June this year: “The central technologies of the Chinese Space Station have intellectual property totally independentand all its components are of national manufacture. ” The statement is ambitious: an orbital laboratory raised without resorting to foreign licenses, with all its critical systems designed and produced in China. To understand how China has come to raise its own space station, it is convenient to go back to 2011. That year, the US Congress approved the call Wolf amendment, a provision that prevents NASA and some federal offices use funds to cooperate bilaterally with Chinese entities in spatial matters, except express authorization from Congress and Certification of the FBI. This includes the exchange of technology, data or training, and in practice has blocked any Chinese access route to the International Space Station through NASA. The measure was officially justified for security reasons and concerns about sensitive technology transfer. Analysts like Makena Youngfrom the Center for Strategic and International Studies (CSIS), argue that the exclusion imposed by the Wolf amendment “has encouraged China to Accelerate your space programscreating a serious competitor for American leadership in this key scanner of exploration ” Everything indicates that this led Beijing to reinforce its long-term plans and redefine its strategy: move towards a manned program with greater independence, with Tiangong-1 and Tiangong-2 as test laboratories before the current station. Now, is there inheritance of previous designs? Yes, and it is not a secret. But one thing is the historical lineage and another, the current dependence. The key is in critical blocks, presumably energy, attitude control, life support, navigationcommunications, computation and software. If those links are under national control, the self -sufficiency narrative gains strength, which means that there are no weak points that a rival country can take advantage of. In operations, there have been no public signs of external dependence: crew rotations and the resupplies have been fulfilled. But there enters the nuance: outside the official story, there are no independent verifications, so it is convenient to avoid absolute, despite the solid signals of autonomy. If we see this from a broader perspective we can discover that the US vetoes They have promoted the development of more advanced national chipsimprovements in manufacturing nodes, An impulse in electric mobility. External barriers have not stopped Beijing: they have been, rather, A strategic catalyst. Images | CMS In Xataka | The state of the ISS is so alarming that the United States and Russia have sat at the table for the first time in eight years In Xataka | It was not an extraterrestrial ship, but not a giant kite. We were totally wrong about 3i/Atlas

US and China governments threaten their survival in a crucial market

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China is a very important market for Nvidia. During the last fiscal year, which expired on January 26, 2025, this Asian country represented approximately 13% of total income of the company led by Jensen Huang with a figure of some 17,000 million dollars. In Chinese practice it is the third best client of this company only behind the US and Taiwan, but The steps that the Trump administration is taking They threaten their survival in this market. In the middle of last April the US Department of Commerce imposed new restrictions to the export to China of the GPU for artificial intelligence (AI) H20what in practice caused this chip to stop arriving at the Chinese clients of this company. After weeks of negotiations, and even several “face to face” between Donald Trump and Jensen Huang, Nvidia has made the Department of Commerce allow her to re -give her Chinese clients her H20 chip. However, this permission has not left for free: hereinafter will deliver to the US government 15% of income which will obtain in China for the sale of this and other GPU. AMD has run this same luck, so there is no doubt that this Trump administration strategy establishes an unpublished precedent by forcing some US companies to deliver to the State a percentage of their sales income in another country. Nvidia has been dealing with Sale prohibitions in China Of most of his chips for AI, and has now been forced to fit this new blow. The US government ensures that he is protecting his interests and the security of the nation, but along the way he is also promoting that China develop their own technology at a vertigo speed. It is a full -fledged form of Autoboicot. The loss of confidence of the Chinese government has fired Nvidia alarms The future of Nvidia in China is largely in the hands of the administration of the cyberspace of China, known as CAC for its English denomination (Cyberspace Administration of China). This institution is the main Internet regulatory body in China and is thoroughly investigating NVIDIA H20 GPU Because it suspects that this chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust to which he faces in China. There is a lot at stake. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income currently obtained in this country. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income obtained in China However, this is not all. Whatever the CAC verdict is a fact that the Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. In this scenario their best bazas are now Huawei and Moore Threads. The first of these companies has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcoming the performance of the chips A100 and H100 of Nvidia. His most ambitious proposal right now is the chip Ascend 910dwhich seeks to overcome the performance of the H100 GPU. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The H20 GPU space. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. It doesn’t impress, but it’s not bad at all. Image | Gage Skidmore | Wikipedia In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

Nvidia and AMD can sell their chips from AI to China. The amazing thing is that to achieve this they will give the US a slice of 15%

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Nvidia and AMD have agreed to yield to the United States a part of the income from the sale of certain AI chips in China. This pact unlocks the export of these components to the Asian country after months of uncertainty, but does so with that unusual consideration. The context. The US government It has been for years imposing all kinds of prohibitions to Chips exports and advanced technology from AI to China. The goal has always been avoid that the Asian giant could compete. The shot has come absolutely for the cylinder headand the advance of Chinese AI models –As Deepseek– And chips –Like Huawei– They show that this tactic has not worked. Nvidia and its H20 chips. To try to avoid those vetoes, Nvidia He developed his H20 chip with the intention of meeting the requirements of the US government – not selling its most advanced chips – and thus continuing to obtain income in China. They didn’t even solve the problem, and the US government prohibited the sale of that chip in the Asian country. A dilemma that also involved AMD. US has faced for months A apparently impossible dilemma: to sell Hardware from AI to China, or that of not selling it to him and that they develop them. AMD was also in identical situationabsolutely blocked to be able to sell their chips from AI to China, which meant a colossal problem for their global income, which are nourished with force of sales in China. Solution: Give me my slice. What has unlocked all this scenario has been, of course, money. In an unprecedented agreement revealed In Financial Timesthe US government will allow NVIDIA and AMD MI308 to export to China, but 15% of the revenues of these sales will go to the United States government coffers. Jensen Huang had already notified. The CEO of Nvidia, Jensen Huan, already warned that the blocking of the sale of its chips in China could cause A reduction of 15,000 million dollars In your income this year. The Asian giant represents 13% of the total income of Nvidia, but The sanctions They threatened the survival of this company (and AMD) in that country. A successful meeting. According to FT, the US Department of Commerce began to issue export licenses for the H20 Chips on Friday, two days after the NVIDIA CEO met with the US President Donald Trump. That meeting seems to have been the definitive After the theoretical initial agreement that both had reached less than a month ago. This had never happened. This “Quid Pro quo” is not preceded, FT analysts stand out, who point out that no US company had previously agreed to pay part of their income to obtain export licenses for their products. Even so, the pact follows the dictatorial position of President Trump, which In addition to its badly called reciprocal tariffs Does not to demand that companies manufacture the chips used in products that are sold there in the US, such as iPhone. The forecasts. According to analysts of the consultant Bersntein, Nvidia would have sold about 1.5 million H20 chips in China without exports controls. That would have meant revenues of about 23,000 million dollars, but now that figure is probably lower. Even so, it is expected that Chinese companies make great orders of both the Nvidia and AMD chips. A worrying precedent. Meanwhile, certain experts criticize this type of agreement. Liza Tobin, of the Jamestown Foundation, commented on how “Beijing must be gloating to see how Washington converts export licenses into sources of income. What will be the next one? Let Lockheed Martin sell F-35 to China in exchange for a 15 %commission?”. Image | Nvidia | Dominic Kurniawan In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way

China has just opened the first megatienda of humanoid robots. What comes later promises even more

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What will it be to buy a robot like who buys a car? China responds with “Robot Mall”a megatienda in Beijing that its promoters present as the first 4S for humanoids: sales, spare parts, service and feedback of the user under the same roof. The idea is simple and ambitious at the same time, converting curiosids for daily use and maintenance contracts. What is a 4S (and why does it matter now). In China, the 4S was the answer to a simple question: what if I buy and maintain my car in the same place? This model is now exported to robots: a place to see what they do, how much they cost and how they remain with spare parts and technical service, in addition to measuring the customer experience. If it works, it converts curiosids for humanoids into informed purchase decisions. The appointment is in Yizhuang, the Beijing Alta District also known as Beijing E-Town. He opened on August 8, in parallel to the World Robot Conference (from August 8 to 12), and occupies four floors with about 4,000 square meters. On the ground floor, Immersive demonstrations of real uses in industry and health Together with reference humanoids such as Unitree G1, Ubtech Walker S or “Tiangong”. The second level is more interactive, with brain-machine interfaces, robotic arms and participatory exhibitions; the third centralizes diagnosis, replacement of components and remote operation and maintenance; The fourth floor is designed to close B2B agreements in negotiation rooms. What can you see and do there. There are seven major categories: medical, industrial, company, bionic, integrated, biped and wheels. Among the demonstrations, a robotic dog dressed in lion, a humanoid that dispenses traditional Chinese medicine, arms that paint, machines that brings or prepare coffee, and others that remove pharmacy boxes or serve drinks from a bar. Scenes that are a reflection of how advanced this technology is, but also of the path that still has. Are they sold to the public? Not all robots are ready to leave the store towards a living room or factory, but many can be bought or hired. Prices start around 260 euros (2,000 yuan) – thought for simple company or educational models – and scale up to several million yuan, a high range that is equivalent to several hundred thousand euros according to the platform and its configuration. In most cases, the sale includes installation, training and technical service. In the 4S format, the last “S” refers to Survey, which in this context means collecting the opinion and experience of the customer after the purchase. In Robot Mall this translates into periodic reviews, remote diagnosis, parts replacement and technical assistance, but also to collect data on how robots are used on a day -to -day basis. That information returns to the manufacturer to refine functions, improve reliability and prepare future versions. Why now. In 2024, China manufactured 556,000 industrial robots and concentrated two thirds of the world’s robotics patents, according to data from the Xinhua news agency. With figures thus, the opening of Robot Mall is no accident: it is part of a strategy to get the humanoids from the laboratory, put them in real environments and reinforce a sector that in Yizhuang already moves more than 10,000 million yuan in annual production value. What comes later. Robot Mall will not stay in this initial version. According to those responsible, in November 2025 they promise a 2.0 version, with more types of more varied robots and use scenarios. The idea is to expand demonstrations to more realistic environments and add manufacturers, reinforcing the role of Yizhuang as a nerve center of robotics in China. The images speak for themselves. The AP agency has prepared a photographic gallery with some of the best moments of the opening of Robot Mall. You can enjoy them directly from your website. Images | Xinhua In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way

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