china

After achieving what seemed impossible, Nvidia sees his future in China threatened by something terrifying: the bureaucracy

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What is happening to Nvidia with the GPU to artificial intelligence (AI) H20 It is a real odyssey. Currently this chip is its best asset to protect its position in the Chinese market, but at the current situation it is not clear that the company led by Jensen Huang go survive In this gigantic Asian country. Interestingly, the beginnings of this GPU in China were extraordinarily promising because Their sales grew by 50% quarter to quarter since it arrived in this market in mid -2024. However, everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export to China of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. This news Nvidia’s shares sank 6% in the bag because I could no longer attend the commitments linked to the H20 GPU that it had acquired. At the beginning of July there was another unexpected turn of events. Jensen Huang met with Donald Trump and got something that seemed impossible: the trade department would allow him Sell again in China the H20 chip. Since then four weeks have passed and Nvidia continues to wait. He has not yet received the export license you need to sell this GPU in China, and, According to ReutersThe problem is that the Commerce Department is mired in the bureaucracy, which has originated a delay in the concession of export licenses that has not occurred for more than 30 years. The future of Nvidia in China is in the hands of the Chinese government This delay comes at the worst time for Nvidia. Among Chinese clients who have bought great amounts of this GPU, and that presumably plan to continue doing itare Tencent, Alibaba or Bytedance. But if the Department of Commerce takes much more the delivery of the export license to NVIDIA these commercial operations could be canceled. And it is that Jensen Huang’s company has another very important open front. The CAC is responsible for the censorship and control of the contents published in the network As We explain to you last weekthe administration of the cyberspace of China, usually known as CAC for its English denomination (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China and is responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. The problem that Nvidia faces now is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. At the moment the CAC has limited himself to questioning those responsible for NVIDIA in China and ask them to demonstrate that the H20 Chip does not represent a threat to the interests and security of the country led by Xi Jinping. As expected, Nvidia has immediately responded to the Chinese authorities and is collaborating to dissipate as soon as possible the doubts that loom about the H20 chip. According to SCMPthose responsible for the company in China have assured CAC researchers that the GPUs for the develops They do not incorporate any “back door” implemented to facilitate espionage by the US government. “Cybersecurity is of vital importance for us”, has declared A NVIDIA executive. “We have no rear doors in our chips that can give someone remote access or the ability to control them.” Probably during the next few days we will know how this conflict ends. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Most of microwave that are sold in the world are manufactured by the same company. And it is China

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When you look for a New microwave It usually goes to a commercial area to see the available models, which are of different brands and that have different benefits and prices. The surprise is that most of them are manufactured by a single company. The microwave company. Based in Guangdong, Midea is the most important appliance manufacturer in the world. It is by far the largest microwave producer throughout the planet, and although part of them are sold under that brand, many others are actually made for other brands such as GE, Whirpool, Toshiba or badge. Although they look different on the outside, it is enough to take a look at the rear to verify that many models are variants of the same template. Source: Wirecutter. A first level OEM. It measures not only manufacture their own appliances, but also a good part of their business is to be a gigantic OEM (original equipment manufacturer). Or what is the same: build for others. As They point In Slashgear, brands such as GE, Whirpoool, Badge or Sharp use those services Market share. There are no official data of the company, but it is estimated to measure factory about 40 million microwaves a year, and the global market In 2023 it was between 110 and 130 million distributed units. That means that it measures between 30 and 35% market share, even more. Shared components. This is the reason in addition to the fact that many microwave have such a similar aspect at external levelbut also are similar internally. Components such as capacitors, ventilation grilles or rear panels or coincide – as if they start from the same template – or are very similar. A silent giant. Measurefounded in 1968, had a total of 190,000 workers in 2023, and its geographical presence is enormous: it is in more than 200 countries, which basically its products are to a greater or lesser extent present worldwide. Both directly and through its role as OEM. Hello, scale economy. Midea’s domain is due to its domain of the economy of scale in this sector. By manufacturing huge amounts of microwave, this manufacturer benefits from cost savings and that allows to offer better prices in these models. That, in turn, contributes to such “white brand” models – as happens With many food products– Be bought by brands that only have to add aesthetic details to these models. Brands save the manufacturing part and invest in marketing, distribution or support services. Local competitors. There is some other OEM like Galanz – also Chinese, and also based in Guangdong – that manufactures microolandas for RCA or Avanti. These brands are better known among American consumers, but in reality these manufacturers work for brands of appliances around the world. Above all, those of entrance range. The brands, of course, are not especially transparent in this area and there are no specific data on the agreements they have with measures or which of their models (if there are) are manufactured by this Chinese giant. Even so, the practice is common in its input range models, both in the US and in Asia or Europe. Here Siemens, Bosch, Electrolux or Teka (which announced that I measured it in April) are some of the brands that use Midea services as OEM. For the average and high ranges models, manufacturers do usually produce their own microwave. Well for our pocket. The truth is that this Midea domain allows consumers to end up benefiting ourselves from entry ranges that have more accessible prices. The options for those who prefer models with more performance are there, but in the end you opt for an economic model, we insist: it is quite likely that whoever is behind is measured. That does not take away for that there are no risks: When a manufacturer dominates both a market, it can also impose its own conditions. Image | Jonathan Cooper In Xataka | The reason why televisions have lost one of their historic identity signs: white noise

ESA prepares for a hypersonic leap. Invictus is his letter to compete with China and the USA on extreme flights

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Just a couple of decades ago, take off from a conventional track and fly five times faster than sound seemed reserved for science fiction. Today, the European Space Agency (ESA) He wants to pave that path with Invictusa Experimental hypersonic platform that could transform the way the old continent accesses space. Invictus is not a missile neither a military plane nor a vertical pitcher. It is an aircraft concept conceived to fly to Mach 5, take off horizontally and return intact to be reused. Its modular structure – you must exchange materials, motors and software – will allow to test very different configurations throughout several campaigns. We are talking about a program funded through instruments such as General support technology program (GSTP) and the Element of Technological Development (Tde) of ESA. The key is to provide Europe with its own technological base on a land dominated by the United States and China. The great enemy is not speed: it is the scoring temperature Reaching Mach 5 does not depend only on engine power. The great obstacle is thermal: friction on the fuselage raises the external temperature to Extreme levels and converts incoming oxygen into a gas that cannot be compressed or used directly. In this sense, Invictus will integrate an engine Early Hydrogen fed, whose thermal exchanger will be able to cool air at more than 1,000 ° C in dozens of milliseconds. “It will provide an invaluable opportunity to test the entire motor flow route, from air intake to the postquemor, at a real scale in an integrated aircraft,” David Perigo, chief engineer of ESA said. Technology does not start from zero. Reaction Engines developed KNOWan atmospheric-aorbital hybrid engine supported in its day by ESA. After the entry in company administration in 2024, part of its team and intellectual property went to Frazer-NASH, which now moves that know-how To Invictus. What were previously laboratory tests will be integrated for the first time into a complete and reusable aircraft, a key step towards European space aircraft. The strategic background is clear: if Invictus demonstrates its viability, Europe could move towards orbital planes capable of carrying out civil and military missions with a difficult rapid and flexibility to match conventional vertical rockets. The Consortium —frazer-NASH in front, together with Spirit Aerosystems and Cranfield University-has 12 months and 7 million euros of initial financing to deliver the complete preliminary design of the vehicle, indispensable step before programming the testing campaigns in flight. The internal calendar points to a first demonstration flight around 2031. While the United States and China compete to dominate hypersonic flight, Europe does not want to stay in the barrier. With Invictus, that spears a clear message: the continent intends to design the future access to space in its own terms. Images | THAT | Frazer-Nash In Xataka | Jeff Bezos’s space company has advanced Spacex in a key milestone to go to the moon and Mars: zero evaporation

China already thinks about strategies to neutralize Elon Musk’s Starlink satellites. Your plan: submarines and powerful lasers

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Chinese scientists have developed strategies to neutralize the Starlink Satellite Network of Elon Musk, which Beijing considers a military threat. According to the medium The Independentamong the proposed measures are furtive submarines equipped with spatial lasers, attack satellites with ionic propellants and sabotage of the supply chain. An analysis of 64 academic articles published in Chinese magazines reveals the concern of the Asian country for Spacex’s spatial domain. Why worries so much Starlink. The constellation of satellites carried out by Elon Musk controls two thirds of all active satellites in the world, with more than 8,000 operational units. Its ability to provide fast and cheap connectivity anywhere on the planet, including remote areas, makes it a strategic tool. Chinese researchers They fear that the United States will use it as a military weapon after checking its effectiveness in Ukraine, where facilitated the communications of the Ukrainian army and the control of combat drones. What China poses. Several Chinese researchers and scientists have proposed multiple approaches To counteract Starlink. Engineers of the Popular Liberation Army suggest creating a fleet of spy satellites that follow those of Musk, collecting signals and using corrosive materials to damage their batteries. Other researchers propose optical telescopes to monitor the network, generation of false objectives through Deepfakes and the use of powerful lasers to burn equipment. They have also identified vulnerabilities in the Spacex supply chain, which has more than 140 main suppliers. They will not only be countermeasted. Beijing is not limited to planning countermeasures: it is building its own alternative. In 2021 the Chinese state company created SATNET To develop Guowang, a military megaconstellation that already has 60 operational satellites of the 13,000 planned. In parallel, The Qianfan companysupported by the Shanghai government, has launched 90 satellites of the planned 15,000 and already competes for contracts in Brazil, Kazakhstan, Malaysia and several African countries. The geopolitical context. The Ukraine War marked a turning point in Starlink’s global perception. The conflict showed that the control of satellite communications can tip the balance. What worries China is that a single man like Musk can also interrupt critical services. The medium raises as an example that time in which the tycoon He denied his coverage For a Ukrainian counterattack in Crimea. This dependence on private actors He has not only alarmed Chinabut also to traditional allies of the United States such as the European Union, which invests billions in Your own Iris2 constellation. What comes now. The overwhelming domain of Starlink in space, which already operates in more than 140 countries and only has dead areas in North Korea, Iran and China, has triggered a undercover space race. While Amazon develops her Project Kuiper With just 78 satellites, China accelerate your programs To reduce Musk’s advantage. Interestingly, one of the papers of Chinese researchers simply had the following title: “Be careful with Starlink”. It is clear that space control will be an advantage for armed conflicts and commercial wars that are being released. Cover image | Spacex and Arthur Wang In Xataka | The US has realized how risky it is to continue pressing China. His reverse looks for a “face to face”

The United States and China seem to compete in ia. The reality is that they play completely different sports

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Everyone talks about the “career of AI” between China and the United States as if it were a competition where one will win and another will lose. But in reality there is no career because everyone is playing a different sport. The United States invested 100,000 million dollars in AI in the first half of 2025, pursuing AGI as a technological religion. His philosophy is clear: spending billions today to control the future tomorrow. Giant proprietary models, infinite parameters, the search for the Holy Grail of the AGI. China, meanwhile, has not allocated amounts equivalent to its technological sector. Its approach is as pragmatic as Chinese culture itself: to capture market now, monetize in applications later. This divergence does not arise from abstract philosophies, but three concrete structural forces: Chips scarcity. The OCTOBER US SANCTIONS 2022 They cut Chinese access to the most powerful NVIDIA chips. The paradoxical result: China was forced to innovate in efficiency. Deepseek He managed to match the performance of GPT-4 spending eighteen times less money. Technological restriction forced an economic advantage that the United States, with all its hardware, cannot easily replicate. Capital scarcity. The Chinese risk capital collapsed after the regulations of 2022. Chinese the startups collect funds only after demonstrating product working and real metric uses. In this context, opening the source code becomes the smartest strategy: free marketing, viral adoption and developer ecosystem without acquisition cost. BAICHUAN AI AND ZHIPU AI They achieved financing from Alibaba and Tencent precisely after publishing their open models and demonstrating traction. The concentration of applications. The average Chinese user uses less than ten apps per month, almost all channeled through Wechat or Alipay. The American is around thirty. This structural difference completely changes the penetration strategy. In China, who conquered those few points of mass distribution conquers the entire market. In the United States, you have to fight in dozens of different fronts. That is why it makes sense that Chinese companies open their models: they need adoption speed in those bottlenecks, do not own defenses. The most revealing case is how Wechat chose Deepseek Above Yuanbao, Tencent’s own. The decision exemplifies well Chinese pragmatic mentality: the functional product triumphs over corporatism. Yuanbao was his own, but Deepseek was better. Wechat needed quality already, not in two years. Twenty Chinese car manufacturers and more than one hundred hospitals have made similar decisions, integrating Deepseek into their systems. Each integration expands the ecosystem and increases change costs. Behind the Chinese strategy there is also an emotional component that should not be underestimated. After decades being labeled Copycats, Opening the source code has become a way of demonstrating real innovative capacity. Publishing the weights of a model is equivalent to saying: “Here is our work, examine it, improve it if they can.” It is national pride turned into business strategy. The United States continues to build the most powerful AI in the Universe. China is already selling functional to half the planet. Sam Altman talks about the AGI As a civilizational destination, Chinese executives apply the proverb “interests cannot be eaten” and seek immediate monetization. Both can win their respective sports, but it would be absurd to ask who is winning the World Cup when one plays football and the other to basketball. The interesting question It is not who will win the race, but what will happen when in five years One has built the perfect AGI and the other controls the AI infrastructure that uses half the planet. In Xataka | The Chinese government does not trust Nvidia: its survival in China right now hangs from a thread Outstanding image | Xataka

China is matching the West in a lot of technologies, but has already overcome something more crucial: research

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Two years ago, in spring 2023, Springer Nature Editorial announced an expected Sorpasso. China had surpassed the United States in the Nature Indexan index created to measure the contribution to the scientific production of countries and institutions. It has been time for that and everything indicates that Chinese science, far from loosening the passage, has increased its distance from its main competitor. Solo leader. The last review of Nature Index Research Leadersthe “classification” based on the index prepared by the editorial responsible for the magazine Natureis A new test of the consolidation of Chinese institutions as a key piece in the global scientific research model. According to those responsible for the index, China achieved in 2024 an index of 32,122, a 17% increase Regarding the previous year, consolidating a first position that he achieved two years ago. From the company that elaborates the index it is also highlighted that the Asian country has eight institutions among the 10 most outstanding worldwide. Evaluating global science. After China and the United States, two European countries occupy the Third and fourth positionrespectively, Germany and the United Kingdom. Asian countries are also consolidated in the national “top 10”, with four countries represented (in addition to China, Japan, South Korea and India), matching the four Europeans in these head positions. The Chinese Academicia opens the List of institutions most outstanding scientists, followed by Harvard University and by the University of Science and Technology of China. The first Spanish institution that we can find in this ranking It is the Higher Council for Scientific Research, the CSIC. Nature Index. But what exactly is this index? He Nature Index It is an index Based on the contributions of scientists attached to various research institutions (whether public, private or companies). These contributions are measured through articles published in a sample of various high -impact scientific journals. Beyond Covid. In 2023 We pointed out That the leadership of Chinese science owed the work done by Chinese institutions in the fight against COVID, for example in the identification and sequencing of the virus some of its variants. However, we also pointed out that this advance also responded to a trend that had already been occurring since before the pandemic. After five years of the pandemic, the data seems to confirm the weight of this ascending trend beyond the situation of the pandemic. An ascent that is exclusive to this Asian giant but is also shared by other countries of the continent, such as South Korea and India, which saw increase in several percentage points (4.1% and 2% respectively) its contribution. This promotion of fact allowed South Korea to overcome Canada, standing in seventh position in this global classification of countries with the highest contribution to science. Tenth place. And what about Spain? The index of Nature Place Spain In thirteenth place in the global, sixth classification among the countries of Europe. Spanish science would be between Italian and Dutch, exactly the same as two years ago. The index in Spanish institutions. We pointed out at the beginning that the CSIC led the Spanish contribution to world science. The contribution of this public institution occupies a leading first place since its index (218) bends to the index of the second institution in the ranking National, the University of Barcelona (86), which is in position 245 in the ranking global. The third position at the national level is held by Barcelona Institute of Science and Technology (BIST). In Xataka | European science becomes serious: Eurofusion and CERN will work together in nuclear fusion and new collider Image | Julia Koblitz

China increasingly dominates technology on earth. There is a place where they are still far from Occiden

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A recent report The New York Times He has evidenced the Chinese difficulty to compete with Spacex in the deployment of communications satellites. While Musk’s company already accumulates 8,000 Starlink satellitesthe two main Chinese networks just add 120 units in orbit. Why is it important. Low orbit satellites are strategic for autonomous cars, war with drones and military surveillance. China considers Starlink a direct threat and has planned two megaconstellations with 27,000 satellites between them. Qianfan, the constellation of low orbit satellites developed by China, anticipated having 650 operating satellites at the end of the year. Shanghai Spacesail Technologies, the company after the project, has only managed to put 90 in orbit since August. Guowang, an alternative born in 2020, is even worse: 34 satellites of the 13,000 planned for the next decade. The context. The Popular Chinese Liberation Army See Starlink as something “deeply integrated into the US military combat system”. It is not empty paranoia: this network is essential to coordinate drones in Ukraine and Spacex has government contracts for spying and missile monitoring. The background. China has not solved the key problem that Spacex solved years ago: reusable rockets. Chinese companies continue to wear single -use pitchers, which multiplies costs and reduces the frequency of launches. The Falcon 9 can reuse its first stage up to 20 times, greatly reducing the costs. After five hundred missionsit is still the reference. Chinese candidates –Long March 8R, Zhuque-3, Tianlong-3– accumulate failures and delays. Yes, but. China is negotiating Contracts with 30 countries to access Qianfan. He has already signed agreements in Brazil, Thailand, Malaysia and Kazakhstan, taking advantage of certain misgivings towards American technology dependence. The rhythm of Chinese launches accelerates: more than thirty missions in the first half, putting 150 satellites in orbit. But they need to multiply by five or six the rhythm to fulfill their international radio frequency commitments. In addition, there are some counterparts to your proposal: The decisive moment. Chinese megaconstellations must launch half of their satellites in five years after obtaining the frequencies, completing the deployment in seven. Not fulfilling could force them to reduce the size of the networks. Main loser? China dominates manufacturing, batteries, solar panels and traditional (non -advanced) semiconductors. But in sectors that require maximum risk assumption – Biotechnology, the space – the United States maintains a decisive advantage. Getting smaller in some scenarios, but maintains it. The business mentality that rewards rapid and cheap failures against guaranteed successes makes the difference between Spacex and its Chinese rivals. Outstanding image | Spacex In Xataka | What types of satellites exist: guide not to get lost in a gigantic network of which we are increasingly dependent

The commercial war between China and the US also goes from airplanes. The c919 comac already threatens the future of Boeing and Airbus

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The aeronautical sector has become another battlefield of commercial tension between Washington and Beijing. The C919the first narrow fuselage commercial plane developed completely in China, He is winning traction In Southeast Asia while Boeing and Airbus fight against delays in their deliveries. An opportunity born from despair. Malaysia has confirmed that Airsia and Air Borneo are valuing C919 as an alternative to Western manufacturers. It is no accident: the waiting lists to receive Boeing and Airbus airplanes extend years, and the airlines They desperately seek to diversify their suppliers. Malay Transport Minister Anthony Loke summarized it thus: “All airlines look for faster deliveries and cheaper options. COMAC is one of the manufacturers they are considering.” The Chinese pride Achilles heel. Despite its ambition, the C919 drags a critical dependence on US components that could be lethal. LEAP-1C engines (Manufactured by the Joint Venture between GE and Safran), Honeywell’s navigation systems, the rockwell collins meteorological radar and multiple critical components come from the United States. Tariffs and prohibitions. The Tariff climb It has raised the cost of the US components until they make them almost unfeasible. Just a couple of months ago, China applied tariffs up to 145% in response to tariffs applied by Trump, shortly before The 90 -day truce that both countries occurred. At the same time, Beijing has prohibited its airlines from acquiring US suppliers equipment, although this restriction does not yet affect manufacturers as Comac. The race against time towards autonomy. China has not been still in this critical situation. And it develops the engine CJ-1000A through AECC as the National Substitute for Western LEAP-1C. The evidence has been advanced since 2018, although the commercial certification will not arrive before 2030, and in the worst scenario it would be delayed until 2035. Meanwhile, the Chinese domestic market offers an extraordinary mattress: Boeing estimates that China will need 8,600 new airplanes commercials in the next two decades. And now what. The United States has recently reactivated licenses to sell engines to C919, but this movement can also mean China’s reinforcement to achieve technological autonomy in the sector. The European C919 certification could arrive between 2028 and 2031which would open the doors to the global market. If China manages to combine a competitive plane with aggressive prices and fast deliveries, the historical Boeing-Airbus duopoly could have its days counted. Cover image | Comac In Xataka | In his crusade to manufacture the iPhone at home, the US has achieved something historical: that most of its smartphones come from India

His survival in China right now hangs from a thread

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This time the joy has lasted little to Nvidia. Finally, like We explain to you on July 15the company directed by Jensen Huang has made the Department of Commerce review its regulation and allows you to sell The GPU H20 for artificial intelligence (AI) in China. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Nvidia said In a statement. The H20 chip is very important for Nvidia because it has opened the doors of the Chinese market again. The reception that Chinese companies initially gave to this GPU was very good despite the fact that the capacities of this chip are clearly lower than those of the other proposals for this company. In fact, the US Department of Commerce allowed its sale in China because this integrated circuit fulfilled the restrictions that had imposed. And despite its limitations its sales in China 50% quarter to quarter grew Since he arrived in this market in mid -2024. The administration of the cyberspace of China is investigating Nvidia Surprisingly this scenario He has put Nvidia in Añuro. And, once again, the reception of the H20 GPU in China is being so good that this American company has run out of units. According to ReutersNvidia has commissioned TSMC for the manufacture of no less than 300,000 units of this chip to be able to respond to the current demand from China. Blessed problem. However, the company’s engineers have been working on A new GPU with Blackwell microarchitecture The latest generation that is intended to occupy in China the place of the H20 chip. Cyberspace administration is the main Internet regulatory body in China Anyway, everything is not going well for Nvidia. And it is that the administration of the cyberspace of China, usually known as CAC for its denomination in English (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China. It is mainly responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. However, this is not at all the first time that the CAC makes noise in the West. And is that on March 31, 2023 launched an investigation as its purpose audit Micron Technologythe largest American memory chips. On this occasion, the CAC has decided to investigate Nvidia because it suspects that the H20 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. At the moment the CAC has limited himself to questioning those responsible for Nvidia in China and ask them to demonstrate that the H20 chip It does not represent a threat to interest and security from the country led by Xi Jinping. At the moment we do not have much more information, but presumably Nvidia will do everything in your hands to guarantee your survival in the Chinese market. After all, during the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. Image | Nvidia More information | Nikkei Asia | SCMP In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

The US has realized how risky it is to continue pressing China. His reverse looks for a “face to face”

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The US is softening its export restrictions to China. In early July, the administration led by Donald Trump allowed Nvidia to sell Your H20 GPU To its Chinese clients. At the time This movement surprised us because it clearly indicated that an obvious change was consolidating in the US strategy in front of the nation governed by Xi Jinping. According to the newspaper Financial Times This relaxation of export restrictions to China seeks to “avoid damaging trade negotiations with Beijing.” And it is presumably this week US and China will resume their negotiation to establish the rules that will resolve their future commercial interests. As expected, this rudder of the US administration favors the interests of Nvidia, AMD, Broadcom and other companies, but not all members of the Trump administration support this initiative. According to Financial Timessome White House advisors are pressing the government to maintain their blockade to China. Nvidia needs TSMC to manufacture 300,000 H20 chips for China Donald Trump wants to meet “face to face” with Xi Jinping before he ends this year, again according to the information he has Financial Times. The intention of the US president is to file roughness with his Chinese counterpart with the purpose of promoting negotiation in commercial matters that both countries have maintained for many months. Just a few hours ago they have gathered in Stockholm (Sweden) Scott Besent, the US Treasury Secretary, and He Lifeng, the Vice Prime Minister of China, so it is evident that the negotiation follows its course. After many months of uncertainty the current scenario clearly benefits Nvidia. The company directed by Jensen Huang saw its survival in China threatened by The sanctions approved by the Department of Commerce from the US, but This volantazo changes everything. And its protagonist is the chip for artificial intelligence (AI) H20. The reception that Chinese clients of Nvidia initially gave to this GPU was very good despite the fact that the capabilities of this chip are clearly inferior to those of the other proposals for this company. After many months of uncertainty the current scenario clearly benefits Nvidia In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China grew by 50% quarter to quarter since it reached this market in mid -2024. Everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export to China of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. This news sank Nvidia’s actions by 6% because it could no longer address the commitments linked to the H20 GPU it had acquired. Among the Chinese customers who had bought it Large amounts of this GPUand presumably planned to continue doing it, were Tencent, Alibaba or Bytedance. Finally Nvidia has achieved That the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again. Surprisingly this scenario has put Nvidia in trouble. And, once again, the reception of the H20 GPU in China is being so good that this American company has run out of units. According to ReutersNvidia has commissioned TSMC for the manufacture of no less than 300,000 units of this chip to be able to respond to the current demand from China. Blessed problem. However, the company’s engineers have been working on A new GPU with Blackwell microarchitecture The latest generation that is intended to occupy in China the place of the H20 chip. In fact, presumably TSMC began in June the production of The B30 GPUwhich is how it seems to be called. What we know at the moment is that this chip for AI will be less capable than the H20 GPU, as is logical, and also that its price will move Between 6,500 and $ 8,000. For domestic users it is a lot of money, but in the field of professional GPUs for AI it is a moderate price. In fact, the H20 GPU costs between $ 10,000 and $ 12,000. Image | Gage Skidmore | Wikipedia More information | Financial Times | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

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