china

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

We already know who is going to drink all the coffee that Brazil will not export to the US for the tariffs: China

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If we do not count the water, coffee would be the most consumed drink in the world. It is for his benefits in the agencyby him Caffeine contribution And even for Psychological effects. And a country that has “discovered” coffee is recently China. In fact, consumption has shot in such a way that, in the United States Tariff Vorágineit has become the lifeguard for the main coffee producer worldwide. Brazil. Short. In recent months, the coffee segment has lived A ‘perfect storm’ that has significantly raised the price of the Arabica and Robust varieties. Reasons? Several: storms and droughts that have affected the harvest, difficulties in transport and a demand that could not be satisfied. The last factor to join has been Donald Trump with his tariffs. The threat of tariffs To the main coffee producers, the table has been flying over, but, as he points out Reutersfinally on August 6, a 50% tariff to some Brazilian products. Currently, Brazil sells about eight million sacks annually to the US, assuming a third of the world demand in the North American country each year in a trade valued at 4.4 billion dollars. And we will have to see what happens now that it will be more expensive to buy that coffee. Approaching China more. Brazil not only sells -Mucho- coffee to the United States: it also exports orange juice and a large amount of vaccine meat, among other products, but China is not really so far from the South American country in commercial terms. In fact, in general, it is its main commercial partner. They buy soybeans (70% of the soy that exports Brazil goes to China), vital iron minerals for the huge steel industry and construction of the ‘Asian giant’, oil, meat, cellulose and other products such as sugar, wood or cotton. In June of this year, Brazil exported 440,034 coffee bags to the US for the 56,000 bags exported to China, but the figure will change from now on because, as Reuters confirms, China has approved 183 new Brazilian coffee companies to export their product to the Chinese market. Thirst for coffee. It is something that will come well to Brazil, but that should also influence The cup price In a China where coffee consumption has shot this last decade. It is estimated that its consumption has grown at double -digit rates since 2010, with a growth Annual average of more than 20% that is well above a world average that barely reaches 2%. In 2023, se They consumed Some 5.8 million bags and it is estimated that this 2025 will rise to 6.3 million, a figure that doubles the consumption of 2019 and, although consumption per person is less than in other countries, the calculation is that there are about 400 million people who drink coffee regularly. And growing. Coffee shops like mushrooms. Most of these new consumers are young adults between 25 and 44 years who turn Series of common characteristics. They are inhabitants of large cities with high levels of both education and income. And that popularity that is gaining coffee is due, in large part, to the opening of Thousands of new coffee shops and coffee shops. It is estimated that that Cafeteria boom in China It was more than 50% these last two years, being Shanghai the world capital of coffee shops with about 9,500 shops. And all this translates into a market whose value Keep growingmoving from 38,000 million dollars in 2023 to 43,000 million in 2024. It could be a Starbucks bar, but it’s from Luckin Coffee Changing tastes. There is Other factors that influence that growth of the industry, such as urbanization, the increase in middle class and western influence, with brands such as Starbucks and national competition such as Luckin Coffee turning the drink into a kind of “trend” between new generations. And the “coffee culture” is also planting its seed. It is estimated that instant coffee and drink consumed with others still predominates, as if it were a combined, but the specialty coffee and the consumption of newly ground grain beverages are also making its way to elbows, becoming with more than 40% of the Chinese coffee market in 2023. In short, the ‘thirst for coffee’ in China not only redefines consumption habits, but can also be economic lifeguards for Brazilian producers before an uncertain international scenario. We will also have to see if US consumers will be willing to pay more for coffee or if, as industry personalities such as the Mandamases of the Lavazza group, that consumer, that consumer is already drowned by the price of the cup. Images | Shwangtianyuan, Takeoway, Poon Shuishou Simmonz In Xataka | This Japanese coffee costs the same as a month of rent in many cities. But it is not about the price, but what it represents

There are two suspicious companies of the theft of critical data of TSMC and none of them is China: the two are Japanese

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TSMC leadership has a price. This Taiwanese company is The largest semiconductor manufacturer on the planet and has built its success on the tuning of Extremely competitive integration technologies. Your most advanced photolithography is currently The 2 Nm; In fact, it is about to start the large -scale manufacture of chips of this class. All probability of their competitors, they could know their most sophisticated processes, especially those that are linked to their 2 nm node. And, apparently, some of them are trying to get this information. As We explain three days agothe Taiwanese authorities have arrested three TSMC employees because they have allegedly stole commercial secrets of this company. As we can expect, behind this detention is TSMC itself, as He has revealed The Taiwan Superior Prosecutor’s Office in a statement. According to Nikkei Asiathose responsible for this company have realized that two employees and a former employee have been made with critical information about their photolithography of 2 Nm. This information is very valuable. In fact, it could be used by a competitor to optimize its own semiconductor manufacturing processes. Two unexpected suspects: Tokyo electron and rapidus corporation The research has not yet determined if this stolen information has reached another company, but United Daily News ensures that researchers have registered the offices of the Japanese company Tokyo Electron. The latter is specialized in the design and manufacture of wafering processing equipment, and currently its most ambitious project is the tuning of wafering engraving machines by plasma. These equipment are involved in the definition of the pattern that will later be transferred to the wafer. Rapidus is making a chip manufacturing plant in northern Japan in which it plans to produce 2 Nm semiconductors According to SCMPTokyo Electron has confirmed that he has fired an employee of his Taipéi subsidiary (Taiwan) for being involved in the theft of TSMC’s critical information. This Japanese company also ensures that He is collaborating with the Taiwanese authorities They are carrying out the investigation. “That Tokyo Electron is located in the center of attention for this incident is an unfortunate accident,” has declared ASUSHI OSANAIProfessor at the University of Waseda (Japan). However, this company is not the only Japanese company that has been involved in this conflict. And is that Money.udn.com maintains that some of the TSMC employees who have been arrested have delivered to Rapidus corporation Hundreds of photographs and data linked to their most advanced process integration techniques. This company is intended to compete from you to you with TSMC, Intel or Samsung in the chip production market. Interestingly, it is very young: it was founded on August 10, 2022 by the Japanese government with an initial capital of 7,346 million yen (just under 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, Softbank, Kioxia, Denso, Nippon Telegraph and Mufg Bank. Rapidus is currently putting a circuit manufacturing plant integrated in northern Japan, in the city of Chitose (Hokkaido), in which it plans to produce 2 Nm semiconductor. The first prototypes of these chips are already ready, but large -scale manufacturing It will not arrive at best until 2027. Anyway, as in relation to Tokyo Electron, the possible implication of Rapidus in the theft of data to TSMC has not been officially confirmed. In fact, it is possible that the authors of this crime have acted on their own and have offered the stolen information to Rapidus without this last company having requested or accepted. Those responsible for the investigation will have to settle. More information | Money.udn.com | SCMP In Xataka | South Korea fears US reprisals. To avoid their old lithography equipment, they take dust on a warehouse

Huawei already has his best strategy to end Nvidia’s domain in China

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In early 2025 NVIDIA had a fee in the Chinese chip market for artificial intelligence (AI) of nothing less than 95%. However, during the last weeks has dropped to 50%. This abrupt decrease is largely due to the export restrictions of chips for the The US government has imposedalthough it is also caused by the development of competition within China. Despite this unfavorable Nvidia scenario, it has something very important in its favor: CUDA (Compute Unified Device Architecture). Most of the AI projects that are currently being developed are implemented on CUDA. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA, but for the moment CUDA dominates the market. Huawei is going to position Cann as an open source tool kit This declaration of Li Guojie, a computer scientist from the Chinese Academy of Sciences that is considered an authority in China, Express clearly The important thing that are the tools that I have just mentioned in the ECOsystem of AI models: “China must develop an alternative system to achieve self -sufficiency in AI (…) Deepseek has had an impact on the CUDA ecosystem, but it has not overcome it completely because barriers persist. In the long term we need to establish a set of software tool systems for the controllables that exceed CUDA.” Xu Zhijun does not mention it expressly, but what his strategy pursues is to increase the competitiveness of the Huawei’s ecosystem This is undoubtedly one of the great challenges that China faces in this area, and probably its best option is Cann. During the last five months Huawei has launched two GPU for Ia Very competitive and is about to take a very important step: Cann will position as An open source tool kit. Its purpose is, According to Eric Xu ZhijunRotary President of Huawei, “to accelerate the innovation of developers and get the chips of the Asce Family to be easier to use.” Xu Zhijun does not mention it expressly, but what his strategy pursues in the background is to increase the competitiveness of the Huawei ecosystem attacking Nvidia where he is stronger. In addition, it has already begun to discuss with the main actors of the China’s AI industry, as well as with its commercial partners, universities and research institutions how Huawei should build their open source ecosystem. If this initiative thrives, and presumably will, it will represent a very important step forward on the road to China’s technological independence. Image | Hiilicon More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

The chips war is not over and the US is about to declare another one to China: that of the screens

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In the holder of this article we do not exaggerate the least. The US Congress is pressing the Pentagon to officially include BOE, China’s biggest screens manufacturerin the list of Companies with narrow links with the Chinese army. However, this is not all. And as Chris Miller, the author of the very recommended essay book explains ‘The chips war’in Your new newsletterthe administration led by Donald Trump wants the screens used by American technology companies to be manufactured in the US. This strategy is exactly the same as the government has already launched within the semiconductor industry. And with great success. After all, TSMC, Intel, Samsung and other companies that are dedicated to the production of integrated circuits They are building new plants in the US To dodge the Trump administration tariffs, among other reasons. This Howard Lutnick’s statementthe Secretary of Commerce, clearly expresses what the US government has: “We need to have chips and need to have screens. We need these objects to be manufactured in the United States.” The screens are a critical component for China and the US armies The decisions that the US government will take in all likelihood with the double purpose of minimizing its current dependence on Chinese manufacturers and reinforcing the local screens manufacturing industry will be held on several pillars. The most obvious is that LCD and Oled panels are indispensable in a huge amount of electronic products and other items, such as mobile phones, tablets, televisions, cars, monitors, smartwatchesetc. An interesting note: BOE is one of Apple OLED matric suppliers. In the current geopolitical scenario it would not be surprising at all that the Trump administration penalize in the short or medium term with high tariffs the import to the US of LCD and OLED panels. However, before doing so, industrial fabric must reinforce within its own borders to offer electronic products manufacturers Alternatives of American origin to the screens from abroad. This probable measure It will not only affect BOE, TCL and other Chinese panel manufacturers; It will also have a direct impact on Japanese companies, and, above all, South Korean that produce these matrices, such as Samsung or LG. The largest shareholder of BOE is a state entity, and, in addition, 47% of its Chengdú factory belongs to several organizations backed by the State So far I have mentioned BOE three times in this article, and I have done it because this Chinese company is being very closely observed by the US administration. In fact, and this is another pillar of the strategy in which the US government is working, According to Chris Miller This company is being intensely subsidized by the Chinese State. Boe’s biggest shareholder is a state entity, and, in addition, 47% of its new Chengdú factory It belongs to several organizations that are directly supported by the State. The South Korean government You are also supporting subsidies To the Samsung and LG subsidiaries that manufacture screens, but so far it has never been done almost half of the property of a latest generation production plant. Miller holds that BOE has ties with the Chinese armyalthough it does not know if they are deeper than those with other Chinese technology companies. Who do seem clear that this link is intense They are some American congressmen. Otherwise they would not press the Pentagon to include BOE in his “blacklist.” If this request Prospera Boe could be excluded from the US market in the same way that at the end of the last decade Huawei and Zte were sanctioned. Curiously, According to BOE itselfglobal sales of screens for military use amounted to 1,330 million dollars in 2024. It is a modest figure if we keep in mind that this sector globally invoiced more than 156,000 million dollars last year. Even so, for Chinese and American armies the screens are critical components, just like chips. In fact, the US Department of Defense buys avant -garde screens, and, in addition, has expressly funded The development of next -generation visualization technologies. Image | Xataka More information | Chris Miller’s Newsletter In Xataka | China is ready to get fully into the OLED TV market and put South Korea against the ropes

install a nuclear reactor on the moon before China and Russia create its exclusion zone

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The Space race has warm upthis time in the heat of a nuclear reactor on the surface of the moon. And as already happened in the 60s, the urgency is not scientific, but fundamentally geopolitical. The Duffy directive. The break between Elon Musk and Donald Trump trunciated Jared Isaacman’s career as future NASA administrator. The current acting administrator of the Space Agency, Sean Duffy, is in turn Trump’s Secretary of Transportation, faithful to the priorities of the White House. In a movement that will mark the priorities of the agency, Duffy has launched an accelerated plan to build a small nuclear power plant on the moon. The directive urges NASA to have a satellite functional reactor by 2030. Why 2030. The main motivation is get ahead of the Chinese and Russia Alliance to build your own lunar reactor. “We are in a race towards the moon, a race with China. And to have a base on the moon, we need energy,” Duffy explained In a later press conference. The fear of Washington is explicit in the directive itself: “The first country to do so could declare an exclusion zone, which would significantly limit the United States for establishing the Presence of Artemis If I will not arrive first. “ A new plan. NASA was already working on a project called Fission Surface Power (FSP) with the intention of installing a 40 kW reactor on the surface of the moon at the beginning of the next decade. The new directive, published entirely By NASA Watch, raise the bet to a more efficient Bryton cycle turns and a minimum power of 100 kW. The dates are also more ambitious. The United States government requires NASA to be installed for the first 2030 quarter using a launch system of at least 15 tons of capacity. The reactor and all transportation logistics and installation will be open to the American private industry through a future public tender. More astronauts, less science. Nuclear energy will be crucial for any manned lunar base. The moon has a day and night cycle of approximately 29.5 terrestrial days, which means that any type of lunar colony faces two weeks of icy darkness. Solar energy is unfeasible to feed the life support equipment and heating that will keep astronauts alive. A fission reactor, on the other hand, would provide a constant and reliable source of energy. This Directive is the first important movement of Sean Duffy as an acting administrator, and reflects the change of course that began the 2026 Budgets of the White House: an increase in the funds for human exploration of deep space, especially if they can prevent China from getting to Marsand cuts of up to 50% in purely scientific areasincluding many of the probes that study the solar system. In Xataka | The United States was going to send the first woman to the moon. China is getting it more and more difficult

The US believes to have the definitive solution to prevent its avant -garde chips for China

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Despite the efforts you are making The US government to avoid itthe avant -garde GPU for artificial intelligence (AI) that produce nvidia, AMD or brains They continue to arrive in China. Controlling secondary markets and parallel import routes is extremely difficult, especially when they run through countries such as India, Malaysia or Singapore, in which The US action It is very limited. This is the reason why, According to Bloombergthe US Department of Commerce, which is responsible for regulating exports, is considering starting an unpublished strategy. This measure will consist, if it finally comes to fruition, to introduce the technology necessary to allow them to be tracked at all times. A priori would be a form of geolocation that would identify where each integrated circuit resides during its journey once it leaves the semiconductor factory. This strategy raises technical challenges Michael Kratsios, the director of the Office of Scientific and Technological Policy of the White House and one of those responsible for the US government’s action plan for the development of AI, has confirmed that are considering the possibility of introducing tracking solutions both implemented in the hardware and software itself: “We are discussing what software or physical changes could be introduced into the chips themselves to improve the tracking of their location.” The constant tracking by GPS is not practical in this scenario of use, according to Kratsios himself The US administration is determined to protect its current leadership in the development of hardware for AI as the adoption of this technology accelerates throughout the planet. However, implement the solution proposed by Kratsios and other White House advisors It implies important technical challenges. Constant tracking by GPS is not practical in this scenario of use, According to Kratsios himselfso a possible solution is to introduce in each chip the logic necessary to confirm its location periodically. In this way, external networks can be reduced. The problem is that this design increases the complexity of the logic of each chip and can presumably impact its performance, which would penalize its productivity in the calculation centers. In addition, the cost of each GPU will increase and hackers They could find new ways to violate the safety of these chips by resorting to possible weaknesses of tracking logic. All probability to Nvidia, AMD, Intel and other designers and chips manufacturers for this measure will not like them. They will hardly introduce a logic that will make them more vulnerable and make them more vulnerable. His problem is that so far in this area the US government has adopted a little conciliatory position. And it does not seem that your attitude will change. Image | Nvidia More information | Bloomberg In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

China has already begun to install the largest hydroelectric turbine of its kind. It is a technical pulse in Himalaya

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Imagine to move a 32 -ton steel piece by a mountain road, fit it in a rock excavated and fix it with a tolerance of just a few millimeters. That is the challenge that China has just assumed in the Tibet (Xizang): mount the turbine IMPULSE more powerful ever built. A month ago we already counted how this machine was designed and how it was transferred to a remote enclave. Now it starts the really difficult: the assembly, with gigantic cranes, digital simulations and millimeter precision in a confined space. The first major component is already in place. As Global Times collectsthe assembly began with a key piece: a section of the water distribution ring, the structure that will channel the flow to the turbine. The installed section weighs 32.1 tons, is 3.1 m in diameter and 95 mm thick wall, and was placed with millimeter precision in the machine pit by a 400 -ton crane. That first lace marks the formal start of the installation and opens the nucleus nucleus assembly phase. A giant turbine, designed with watchmaking precision. The turbine of Datang Zala project It is an impulse unit of 500 MW – the most powerful of its kind. According to Xinhuahas been developed entirely in China by Harbin Electric Machinery. Integrate 21 hydraulic “spoons”, 6.23 m of outer diameter, 1.34 m thick and about 80 tons of weight. Altitude, space and steel. Move and fit each element in a large -altitude cannon forces fragment structures. The distribution ring (28 m × 25.2 m × 4 m) sE divided into 13 sections for transport and assembly. The equipment uses BIM/3D modeling, 1: 1 scale models in the highlands and a welding process with high strength steel developed with universities, to reduce maneuvers and ensure structural integrity. A key piece in the country’s energy strategy. Datang Zala is Tibet’s first hydroelectric project at 1 million kW leveland will be integrated as a relevant node of the network in western China. Its construction seeks to strengthen the renewable energy offer in the region and integrate a complex geographical area into the national system. Official data indicate that China adds More than 94,000 dams and 436 GW of installed hydroelectric capacity. The annual generation is 1.42 billion kwh, 57% of all its renewable production. Datang Zala fits that pattern: large infrastructure to ensure supply, reduce coal and stabilize the system with managerly hydraulics. Much work ahead. The installation of the turbine is only part of the process. Critical components, hydraulic connections and height operating tests are still missing. It is expected to start working in 2028. Of course, assembly and rehearsals will continue during the next months, and any deviation can delay the schedule. Images | Dongfang Electric | Datang Xizang Energy Development In Xataka | In Europe, gas and disused coal plants have unexpected suitors: technology companies

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

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