china

The US wants China to become addicted to Nvidia chips. His problem is that his greatest rival is not for the work

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The administration led by Donald Trump has realized that her predecessor and herself have made a very serious mistake. SANCTION PACKAGES that have deployed during the last three years To prevent China from doing with the most advanced semiconductor manufacturing equipment, and also with avant -garde chips for artificial intelligence (AI), have forced the Government of Xi Jinping to become independent of foreign technologies. The Chinese industry of the integrated circuits has advanced a lot during the last five years, and will surely continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give back to its Chinese clients Your GPU for IA H20as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. China is getting out of Nvidia 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. The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their Chinese chip servers 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 More information | Financial Times In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

China has a huge youth unemployment problem. So much, that some people pretend that they work

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China and the European Union have one thing in common: the youth unemployment rate. 14.5% of young Chinese have no job, while in the European Union the figure is slightly higher, 14.7%. The difference, of course, is that about 448 million people live in the European Union, while in China there are more 1,400 million inhabitants. Not finding work feels bad to anyone, but in China both family and social pressure is huge. It is a very competitive market and the young man is expected to find work, do everything possible to find it: training, studiespractices, Temporary workswhatever. Not working or worse, not looking for work, has a negative impact on social perception. In that context, the emergence of a phenomenon of the most peculiar makes sense: pay for pretending you work. Image | Marc Mueller China and work. When a student graduates, what is expected of him is to work, be useful and not depend on the family. It is possible that this is not immediately possible. Some students can opt for a “Deliberate transition“(慢就业), that is, take a while while they form and explore options actively; others can do a postgraduate (考研) or study oppositions (考公); and others, access a temporary job, support the family business, etc., while looking for something more stable. It is expected, in short, that the job search is active and proactive. Not doing so has negative effects on social perception. Depending on parents without being contributing or looking for anything (啃老, we could literally translate it as “bite the old” or more Castilianized, being a Nini) is something that is frowned upon. But situations are not always conducive and, given social pressure, it may be easier to pretend than you work while looking for work than giving explanations. Image | Xataka Work looking for work. Given this complex social and labor situation, companies have emerged in some areas of China that rent a place to go to work when you have no job. One of them is intend to work Company, which for 3.5 euros per day allows access to a false office with computers, Internet access, meeting rooms, etc. Like a Coworkingmore or less. These companies are announced on social networks such as Xiaohongshu. And what to go? There are several reasons. BBC echoes From the testimony of Shui Zhou, a 30 -year -old person who goes to the “office” every day to do networking, train his discipline and, in some way, relax his parents. Right now he is taking the opportunity to improve his skills with AI. Others such as Xiaowen Tang, a newly graduated, 23 years old, pointed out because their university has a kind of unwritten rule: if you do not send your contract or proof that you are doing practices a year after graduate, they do not give you the diploma. He pointed to the company, took a photo of the office and used it as proof. Workers in a smartphones factory | Image: Xataka Another cantonous girl, whose identity remains in anonymity, left her job in 2024 due to the pressure of the financial world, explains to The country. He pointed to a false office because he does not dare to tell his family the truth. He started going to coffee shops, but for 400 yuan monthly he can go to a lie office to spend the day while looking for work. A shell. “To pretend that it works is a shelter that young people find for themselves, creating a slight distance with respect to the majority society and giving themselves a little space,” Dr. Biao Xiang, director of the Max Planck Institute for Social Anthropology in Germany in Germany, tells the BBC. The same thinks the owner of Pretend to Work Company, a 30 -year -old boy who affirms that “what I sell is not a job, but the dignity of not being a useless person.” As reported, 40% of its customers are recent graduates who need to try their tutors who are doing practices. Some also go to flee from family pressure. Others are autonomous or digital nomads that understand this space as a coworking. The Middle Ages is 30 years. The other face of the currency. Pandemia made a mella in youth employment in China, which in 2023, after years of employability record, was estimated at 46.5% According to Zhang DandanProfessor of Economics at the University of Beijing. So disastrous was the situation that Statistics were stopped. The country faces 14.5% youth unemployment, a figure that probably grows When the 12.2 million new graduates Try to enter the market. The pressure to get a job is such that, in recent years, a movement that pursues the opposite has emerged. Instead of being ambitious, reaching the extreme and doing work the central axis of life that Once the day 996 proposed (and Now it seems to be changing), The 躺平 movement, literally “lie down”, promotes the opposite: criticism of extreme competition, work just to fulfill, lead a slower rhythm of life, enjoy a little more even if that implies a work of less relevance or a lower salary. It is in China what we knew here as the Silent resignation. Cover image | Marc Mueller In Xataka | This worker promised them happy combining three jobs, until he made an error and in a matter of hours was unemployed

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

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