chips

Nvidia world leadership in chips for AI is brutal. In GPU for games directly has fulminated the competition

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Nvidia dominates the global chips market for artificial intelligence (AI) with a fee that during the last three years has oscillated between 80 and 94%, according to Fourweekmba. Your leadership is supported by A very competitive hardware and a software ecosystem in which CUDA (Compute Unified Device Architecture) It has an essential role. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs. Most of the artificial intelligence projects that are currently being developed are implemented on CUDA, 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. AND Moore Threads and Cambricon Technologies They have muse and neuware respectively. Even so, the competitors of Nvidia will cost them a lot to break the leadership of Cuda. Nvidia has distributed 94% of GPUs for market games During the second quarter of 2025, 11.6 million graphics cards for PC and 21.7 million processors for desktop computers have been distributed throughout the planet, according to the US consultant Jon Pedie Research. By themselves these figures do not tell us just anything, but they acquire the relevance they deserve if we consider that they indicate that the distribution of graphics cards has grown by 27% and that of CPUs 21.6% compared to the first quarter of 2025. Distributed units allow us to train a very precise idea about market behavior It is important that we do not overlook that these figures quantify the distributed units, and not the units sold. However, there is a direct correlation between them, so the distributed units allow us to form a very precise idea About market behavior. Anyway there is a fact that is even more shocking than all we have collected so far in this article: NVIDIA has distributed no less than 94% of GPUs for market games during the second quarter of 2025, again according to Jon Pedie Research. AMD has been forced to settle for 6% of the distributed units, and Intel does not even appear in the report of this consultant because its presence is anecdotal. So are things in the graphic hardware market for PC. One more note to conclude: the rebound of distributed units of graphics and processors for PC during the second quarter of 2025 against the first responds in all likelihood to the need for stores and users to supply before Tariffs approved by the US government They entered into force. Image | Xataka More information | Jon Pedie Research In Xataka | Nvidia is ready for the chip for the need to survive in China. Who is not ready to let him sell is the US government

This company is China’s great hope to definitely dispense with Nvidia chips

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In China there are dozens of companies that are dedicated to the design of GPU for applications of artificial intelligence (AI). Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex or Moore Threads They are some of the most important. However, currently One shines more than the others. In fact, as we have anticipated from the head of this article, this company is the best China asset when dispensing with the Nvidia chips. Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more than promises to boost the business not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for AI: the Chinese government has decided to force the data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. Cambricon Technologies is not an emerging company like the others China needs talent to compete with the US on equal terms and knows where you should look for it: in its population. In fact, the Administration has encouraged the implementation of elite educational centers that receive the best students in the country with open arms. The Chen brothers were two of them. Today are the founders and maximums responsible for Cambricon Technologies. The first, Chen Tianshi, exercises as president and general director of this company specialized in chip design for AI applications. And the second, Chen Yunji, is an expert in the development of processors for neural networks that, as far as we know, exercises as an advisor and responsible for technology in Cambricon. Both formed in An elite program for young talents In the Chinese Academy of Sciences, and currently the two are researchers and professors in this educational institution. Your best asset is its complementarity. Tianshi is an expert in chips design, and Yunji in AI. Chen Tianshi and Chen Yunji obtained their doctorates in computer science at age 24 Together they created a project at the Chinese Academy of Sciences that pursued a processor specialized in deep learning. Their plan went well and that chip allowed them to found their company. Their curriculum supports them, and there is no doubt that their effort has helped them reach the position in which they are. In fact, both obtained their doctorates in computer science at age 24. However, Cambricon is not a traditional emerging company. The growth of which we have spoken a few lines above and the expectations it has raised have been led by the support of the Chinese government, which sees in this company the opportunity to achieve the technological self -sufficiency it needs. During the last three years Huawei has established himself as one of the main Chinese GPU designers for AI, but Cambricon has something that this giant does not count at the moment: he combines a very ambitious hardware and A constant software platform improves. Huawei Ascend family chips are very competitive, and also has Cann (Compute Architecture for Neural Networks), what is Your alternative to Cudabut Cambricon is demonstrating that he has the ability to adapt its Neuware software very quickly to the needs of its customers. And in a market in which CUDA governs with iron fist It is a very important asset. Currently the flagship products that have changed to compete with Nvidia and Huawei in the Chinese market are the MLU series (Machine Learning Unit) and yes. In fact, the expectations of the Chinese semiconductor industry defend that the GPU Siyuan 690 will have comparable performance to the chip NVIDIA H100. In addition, Cambricon guarantees that their products are compatible with the models of the leaders in China, such as Deepseek, Qwen de Alibaba or Hunyuan de Tencent, among others, which has allowed it Gain the confidence of the Chinese industry. If we add that, According to Financial Timesfor developers it is easier to use neuware that Cann is reasonable to anticipate that during the next months Cambricon will monopolize the attention of the technology industry. Image | Cambricon Technologies 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 one with the brain chips

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The Chinese government loves to plan. Since the fifties they use a system called “Quinquenal Plan” in which they establish their objectives and the steps to achieve them in a period of five years. They also have other long -term plans, such as “Made in China 2025” in which 13 strategic technologies set out to lead (With very good results, by the way). Now China has proposed to lead a new technology, BCI (Brain Computer Interface) devices. Five years. It is the margin that the Chinese government has been put to create a brain-routine interface industry that is internationally competitive. The road map states that by 2027 they get significant advances and that in 2030 they have a solid industrial ecosystem, with two or three leading companies worldwide. Government support. To promote the creation of this new industry, the Government will encourage investment in the sector and offer a favorable policy when approved key products such as medical implants. They also consider creating industrial parks specialized in BCI, so that companies work together and collaborate with each other. Competence. Neuralink, founded by Elon Musk, is the best known company in this sector that has already achieved Place brain implants in humansalthough the Australian company Synchron takes advantage By achieving more brain implants with less invasive techniques. In the United States also highlight Blackrock Neurotech and Paradromics, more focused on research and medical applications respectively. Chinese companies. Although not as advanced as in other countries, China already has several companies dedicated to this industry. As They count on Wiredone of them is Neucyber Neurotech, a start-up that arises from the Chinese Institute for Brain Research and has already placed its Beinao-1 implant in five paralyzed patients. Participants are now able to move a cursor and navigate between different apps. They have also done it with a semi-invasive method that places the implant in the outer layer of the brain, greatly reducing the surgical risk. Neuroxess is another of the companies that is achieving significant advances. In their case they have placed their implant in six patients with paralysis; Three could control devices and with the other three they managed to accurately decode the Chinese language. And of course Brainco, one of the “Six Little Dragons” by Hangzhou which was founded in the United States, but moved to China after government incentives. In this case they are centered on prostheses such as This hand that is controlled with the brain And their advantage is that they are pioneers in mass production and offer products to the consumer market. A different approach. While the Neuralink approach is more radical, both for using invasive methods and for its idea of ​​implanting chips to everyone, China’s plan opts for a more specific bet for health applications. In addition, semi-invasive techniques such as Neucyber Neurotech want to focus and promote non-invasive BCI devices such as Brainco to conquer the mass market (not everyone will want to implant a chip in the head). Use cases. The document mentions “Wearable” BCI products such as helmets or glasses that could be used in different areas. A case of use would be the prevention of traffic accidents alerting in case of drowsiness or lack of attention. Also in industries where they work in conditions or with hazardous materials, alerting low levels of oxygen, preventing poisoning or fainting. In Xataka | China was the world’s landfill, today its problem is another: it does not have enough garbage to burn

The US is dismantling the chips law. His blow will fit the semiconductor industry throughout the planet

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Donald Trump is fulfilling what he anticipated both during the electoral campaign and after returning to the White House. The Chips Law Approved in July 2022 By the government of Joe Biden He has never liked him. Has made it very clear in statements such as this last January: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in the ridiculous driver program. They already have billions of dollars.” Three months before, in October 2024, I had already charged ferocity against this program of the previous administration In Joe Rogan’s podcast: “We put millions of dollars on the table so that rich companies came, they borrow the money and build chip companies here. And they will not give us the best companies.” The Department of Commerce has seized 7,400 million destined for chips During the electoral campaign the possibility that Donald Trump dismantled the Chips program if he arrived at the government was on the table. A priori the money that has already been delivered will not be returned to the administration, but a part of the funds remains in the hands of the Department of Commerce, which is currently led by Howard Lutnick. And the dismantling has already begun. As we explained last Friday, the US government plans Reassign at least 2,000 million dollars coming from the heading for research and manufacturing integrated circuits within the Chips Law. If this measure thrives these funds will be used to finance projects dedicated to obtaining and the processing of critical minerals. At the moment China controls extractionthe processing and distribution chain of a good part of this crucial strategic resource for many industries, such as integrated circuits, telecommunications, batteries or electric car, among others. The government plans to reallow at least 2,000 million from the game for the investigation and manufacture of chips However, this is not all. And it is that the US Department of Commerce has seized a fund of 7.4 billion dollars that was managed by the National Center for the advance of semiconductor technology (Natcast), which is a private non -profit organization. This money comes from the Chips program and was intended for the research and development of new technologies for semiconductors. The Department of Commerce has justified this seizure arguing that the creation of Natcast by the Biden Administration was an attempt to “avoid clear legal restrictions that They prohibit government agencies to create corporations“In addition, Secretary Lutnick has declared that this organization was “a bribe fund that did nothing but fill the pockets of loyal to Biden with dollars from US taxpayers.” A priori we might think that this measure only affects the US, but nothing is further from reality. Its impact will be received by the global semiconductor industry. American research has made fundamental contributions to the global integrated circuit industry, so the cut of funds for this item in the Chips Law will be a perceptible effect in this sector. As a button shows: the extreme ultraviolet radiation source (UVE) that they use ASML photolithography equipment It was developed by Cymer in the US. If we stick to Natcast’s role in the current semiconductor research, it is important that we do not overlook that this organization is involved in the construction of the extreme ultraviolet light accelerator (UVE) of Albany (New York). And also in the tuning of an Chips Research and Development Center in Tempe (Arizona). The Commerce Department has not yet confirmed What will you do with the 7.4 billion dollars That he has seized, so the future of New York and Arizona research facilities is uncertain. More information | Reuters | Tom’s hardware In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Deepseek has suggested that Nvidia chips no longer needs. We believe to know who is buying them

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Deepseek shook at the beginning of 2025 the foundations of the industry of the artificial intelligence (AI). This Chinese model developed by the specialized quantitative coverage fund trading High-Flyer algorithmic monopolized all the attention because He gave us free of charge an AI with a quality similar to the comparable solutions of Openai or Google. However, this was not all. And it is that for three weeks the debate about the hardware used by this company to train its model. High-Flyer, who specializes in addressing investment decisions using advanced mathematical models and computational algorithms, says he trained Deepseek R1 using 2,048 chips H800 of Nvidia. Several analysts They soon react ensuring that he had actually used 50,000 GPU H100which are more powerful, bought through intermediaries. The sanctions of the US government prevent Nvidia According to SCMPDeepseek’s next iteration will dispense with the GPUs of this American company. High-Flyer has suggested that everything you need already finds it in China Last week those responsible for the Deepseek development published on the Wechat platform an entry in which they hinted that next generation GPUs for China They will launch soon. This comment has unleashed endless speculation about the name of the Chinese company that is going to make this announcement, but, above all, it has put on the table the possibility that High-Flyer is preparing the following Deepseek iteration using these chips. A priori does not seem at all crazy. According to SCMP The five GPU designers for the Chinese who have the ability to deliver to High-Flyer the hardware they need are Huawei Technologies, Cambricon Technologies, Moore Threads, Hygon Information Technology and Metax Integrated Circi. Any of them could be responsible for the announcement anticipated by Deepseek developers in Wechat, but we We bet on the first three Because, in our opinion, they are Those who are “in a better way”. Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. 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. MTT S4000 and MTT S3000 cards They are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card also appears, a proposal for games and content creation that, according to Moore Threads itself, has a calculation capacity of 14.4 Tflops in single -precision floating coma operations. The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. 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 (Semiconductor manufacturing international corp). 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

Nvidia is going to give your chips to the push you need to maintain their domain

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Nvidia is preparing to open the door to the door to The photonic silicon. Just a few hours ago it has started in Palo Alto, California (USA), the Specialized Conference in Semiconductor Engineering and High Performance Computing ‘Hot Chips’. And the company led by Jensen Huang has not let out the opportunity to announce that in 2026 its platforms of artificial intelligence (AI) latest generation They will use photonic interconnections to reach higher transfer speeds between GPU clusters. Most of the designers and manufacturers of integrated circuits are working on the development of silicon’s photonic. Douglas Yu, a TSMC executive with responsibility in the field of systems integration, explained In September 2023, what disruptive capacity has this technology: “If we manage to implement a good system of integration of silicon photonics we will trigger a new paradigm. We will probably be placed at the beginning of a new era.” Nvidia has just taught her letters Before moving forward we are interested in intuiting with some precision what we are talking about. The photonic silicon is a discipline that in the field that concerns us seeks to develop the technology of this chemical element to optimize the transformation of electrical signals into light pulses. The most obvious field of application of this innovation is the implementation of high performance links that, on paper, can be used both to solve communications between several chips and to optimize the transfer of information between several machines. Advanced packaging technologies with which the main semiconductor manufacturers work, such as TSMC, Intel or Samsung, can benefit a lot from a communication mechanism between very high performance chips. And the big data centers in which it is necessary connect a large number of machinesalso. However, there is a particular discipline that has a projection of the future overwhelming and the one that would be wonderful about the advantages proposed by the photonic silicon: AI. CPO technology reduces energy consumption to just 9 watts per port This is precisely Nvidia’s commitment. In the clusters of the thousands of GPU they must work in unison, so it is essential to connect them using high performance links. It is possible to solve this challenge using traditional copper cables or optical modules, but these two solutions introduce very important inefficiencies in the infrastructure. The most problematic are the loss of energy and bottlenecks. Data transfer can consume up to 30 watts per port, which increases the dissipation of energy in the form of heat and increases the probability of a failure. In addition, latency limits the scalability of clusters as the GPU number of data centers increases. To solve these inefficiencies NVIDIA will integrate the optical components that require photonic interconnections In the same encapsulated switching chip. This technology is known as CPO (Co-Packaged Optics) and reduce energy consumption to only 9 watts per port. In addition, it minimizes signal loss and improves data integrity. It looks really good. NVIDIA has confirmed that it will integrate CPO technology into its Quantum-X infiniband and Spectrum-X Ethernet interconnection platforms during 2026. However, there is something important that is worth not overlooking: CPO will not be an extra. When it arrives, it will be strengthened as a structural requirement of the next generation of data centers for AI in a clear attempt to increase the competitiveness of hardware platforms for NVIDIA. Image | Nvidia More information | Tom’s hardware In Xataka | Intel and TSMC lead the revolution of photonic chips. His problem is that China has just done fully in this war

Depseek has just launched something that will bitter the day and the US chips companies: it is called Depseek-V3.1

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There was a day when Depseek surprised half the world by demonstrating that you could go far with less. Today returns with V3.1 And a message that does not go unnoticed: the model has prepared for the next Chinese chip batch. We are not talking about an automatic market overturn, but about a concrete bet that points in an awkward direction for Nvidia and company. If that technical tune with the Chinese hardware It translates into performance, conversation about who feeds AI in China is going to sound very different. According to the company’s own noteV3.1 opens a hybrid inference in the purest style GPT-5: the same system with two routes, Think (deep reasoning) and Non-Think (Quick response), Sygons from your website and app. The formulation is clear: “Hybrid Inference: Think & Non-Think, a model, two models.” The company also underlines that the version Think “Reach answers in less time” than your predecessor. That is, not only do pesos change, the inference modes that are already in service also change. The phrase that frames everything: an FP8 “thought for national chips” In a comment set in his latest publication in Wechat, Depseek writes: “EU8M0 FP8 is for the next generation of national chips.” That is the point that tense the rope: it suggests that the company has adjusted the data format, apparently a FP8 which label as EU8M0, to the next wave of Chinese processors. Bloomberg andReuters collect that message And they synthesize it: v3.1 is “personalized to function with next -generation AI chips Chinese. ”In other words, optimization oriented to the local ecosystem. The original comment in Chino (left) and its Spanish translation with Google Translate (right) FP8 is an 8 -bit format that weighs half that FP16/BF16. With native support, it allows more yield per cycle and less memory, provided that the climb is well calibrated. In the official Model Card of Hugging Face It is read that Depseek-V3.1 “has trained using the EU8M0 FP8 scale” format, which indicates that it is not only a packaging of weights, but that training and execution have been expressly adapted to that precision. The delicate part, and it is convenient to be prudent, is that everything points to a chips remittance that will be displayed in the future, since they can take advantage of this scheme natively. So is this bad news for Nvidia? The data of the fiscal year that expired on January 26 indicates that China represented approximately 13% of the company’s revenues led by Jensen Huang. If part of the computation of AI in China Classic duo muta NVIDIA GPU + CUDA ECOSYSTEM To domestic solutions that work with the UE8M0 FP8 format and give good results (presumably chips ascend of Huawei), the demand for Western solutions could be eroded over time. China meant about 13% of Nvidia’s income in the last fiscal year All this happens on the US export controls board: restrictions that sought to stop China’s access to leading chips and that have also accelerated their commitment to self -sufficiency. This year the Trump Administration rehabilitated with conditions the export of H20a chip cut for China. Since then, the state of the H20 has been oscillating: among permits, Chinese regulatory pressures and Nvidia plans to present Blackwell -based alternatives. The background message is that the framework is political and changing, and any route that allows China to depend less on these windows becomes strategic value. You have to remember another fact that helps to calibrate expectations. According to Financial TimesDeepseek tried to train his future R2 model with Huawei chips ascend to official instances and found persistent technical problems. He ended up returning to Nvidia for training, while he was still working on the Compatibility for inference. That episode does not invalidate the current strategy, but puts the bar: to completely migrate its processes is not simple, it requires, among other things, months of engineering. V3.1, therefore, it must be read as iteration. Now the company states that it has prepared its model for the next Chinese chips. Matherena models scores And here we have another interesting fact. Matharenaa platform linked to Zurich Federal Polytechnic School which evaluates models in real and recent mathematical competitions, places GPT-5 as a leader, with 90% in final response tests, already deepseek-v3.1 (Think) something behind although among the best models of the moment. This helps to locate the context: V3.1 Compete above. Images | Xataka with Gemini 2.5 | Matharen and Deepseek screen catches In Xataka | Tiktok stole the searches, Depseek beat them in Ia: Baidu discovers that being “the Chinese google” is no longer enough

Plan to remove 2,000 million from the chips and give them to critical minerals

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Donald Trump has criticized on many occasions The Chips Law approved in July 2022 by the government of Joe Biden. At the end of last January and just a week after returning to the White House, the US president He made this statement: “In the very close future we will impose tariffs on foreign production of computer chips, semiconductors and pharmaceutical products to return the manufacture of these essential goods to the US (…) went to Taiwan; now we want them to return. We do not want to give them billions of dollars in The ridiculous Biden program. They already have billions of dollars. “ “The ridiculous Biden program.” It is evident that Donald Trump doesn’t like Chips law at all. Three months before, in October 2024, I had already charged ferocity against this program of the previous administration In Joe Rogan’s podcast: “We put millions of dollars on the table so that rich companies came, they borrow the money and build chip companies here. And they will not give us the best companies.” At that time the possibility that Donald Trump dismantled the Chips program if he arrived at the government was on the table, which caused semiconductor manufacturers They were hurry to collect subsidies Before his return. The partial dismantling of the Chips Law is on the table Presumably Intel, TSMC, Globalfoundries and other designers and manufacturers of integrated circuits have already charged the subsidies of the Chips program assigned to them during the mandate of Joe Biden. Or part of these funds. A priori the money that has already been delivered will not be returned to the administration, but a part of the funds remains in the hands of the Department of Commerce, which is currently led by Howard Lutnick. AND, According to Reutersthe government is considering reallocating at least 2,000 million dollars. China is restricting the export of many of these minerals in response to US sanctions and their allies If this measure thrives those funds initially reserved for semiconductor research and the construction of chips factories will be used to finance projects dedicated to obtaining and the processing of critical minerals. At the moment China controls extraction, processing and the distribution chain of a good part of this crucial strategic resource for many industries, such as integrated circuits, telecommunications, batteries or the electric car, among others. And the country led by Xi Jinping is restricting export of many of these minerals in response to the US sanctions and their allies. The US needs to drastically reduce its dependence on critical minerals controlled by China, and the decisions that Donald Trump has made during recent months reflect clearly that he is much more worried about reinforce the American land industry to deliver subsidies to chips manufacturers. However, the reallocation of these 2,000 million dollars will have an additional effect, if it thrives, it is worth not overlooking: Howard Lutnick will expand its influence to the critical mineral sector. And this manager has the total confidence of Donald Trump. Image | TSMC | Gage Skidmore More information | Reuters In Xataka | The US will not be able to contain the technological development of China. Experts from the chips industry forecast it

Intel is closer than ever to be chopped. A giant is interested in buying its chips factories

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The possibility of intelid for a long time. Two years before get out of this companyPat Gelsinger, the former Director General of Intel, He acknowledged that he saw with good eyes The possibility that the network of integrated circuit factories is somewhat broken down from the company’s matrix. At that time, More than three years agothis was already an interesting option to increase the competitiveness of its chips production plants, and in current circumstances it seems even more advantageous. At the beginning of last April Reuters and The Information assured that the Board of Directors of Intel and TSMC had reached a principle of agreement that was pursuing to constitute a joint company that would be responsible for the management of Intel semiconductor factories. Its plan was that TSMC would have a 20% participation in the new company, so presumably Intel would maintain a majority participation. Finally, this initiative did not come to fruition, but the possibility of splitting the Intel chips factories of the company’s matrix is still on the table. And now it is the Japanese investment group SoftBank who, According to Financial Timesis interested in controlling the Intel Integrated Circuit Production Infrastructure. SoftBank has something very important: the support of the US government As we explain yesterday, SoftBank has injected into Intel 2,000 million dollars, which has consolidated it as the sixth main shareholder of this company. According to Reutersthis Japanese company has promised not to participate in the Board of Directors, and it will not buy integrated circuits produced by this American chip manufacturer. However, SoftBank’s plan does not end here. And is that, According to Financial TimesMasayoshi Son, the general director of this investment group, is interested in Intel chips factories. SoftBank has promised not to participate in the Board of Directors of Intel In fact, again according to this means of communication of British origin but currently in the hands of the Japanese company Nikkei Inc., before formalizing the injection of 2,000 million dollars in Intel, SoftBank communicated to the board of directors of this company its interest in its interest in Buy the full semiconductor production subsidiary. A priori it is reasonable to anticipate that the US government would not see with good eyes that a foreign company is done with the total control of Intel chips factories, but SoftBank is not any company. The most important initiative of how many has launched the Trump administration to protect US leadership in the field of artificial intelligence (AI) is The Stargate project. And this plan is led by an American company, Openai, and another Japanese: SoftBank. The company directed by Sam Altman is responsible, in broad strokes, for the development of technology and infrastructure management. And Masayoshi’s company are responsible for financial administration. Stargate will cost no less than 500,000 million dollarsand it is evident that the US government Trust SoftBank. During the next few weeks we will check if the purchase of Intel Prosper Chips factories, but all likelihood the administration will not be an obstacle. Image | Intel More information | Financial Times In Xataka | The next revolution of the chips is approaching. Intel, Samsung, TSMC and AMD already work on glass substrates

In China a chips designer for the growing like foam. The surprising thing is that it is not about Huawei or Moore Threads

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Cambricon Technologies is an essential company in China’s plans to dispute its leadership in the US artificial intelligence (AI). Although it is not as well known as Huawei or Moore Threads, this is one of the companies specialized in the design of GPU for AI With greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more to promise to boost the business in the short and medium term not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for ia. As we explained yesterday, the Chinese government has decided to force data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. A priori is one of the most effective strategies when promoting innovation and minimize China’s dependence of technologies from abroad. And in all likelihood this measure will be supported by others in the future that will try to encourage the use of Chinese chips in all data centers in the country. Public and private. Huawei and Moore Threads complete a very valuable trio for China Moore Threads appears since October 2023 in the blacklist prepared by the US government. This is one of the Chinese organizations that are dedicated to the production of hardware for which companies aligned with the interests of the US and their allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China, so it is evident that he knows well what he has in hand. Moore Threads appears since October 2023 in the blacklist prepared by the US government Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. MTT S4000 and MTT S3000 cards are Your 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 herself, has a calculation capacity of 14.4 Tflops in Simple precision floating coma operations. Currently this company does not have the ability to compete with Nvidia outside China, but its future looks very interesting. And is that has received During the last four years a total investment of about 800 million dollars from more than two dozen investors. Among them are Chinese technology companies bytedance and Tencent. The other indispensable actor in the Chinese chips industry for IA is Huawei. His most ambitious proposal right now is the chip Ascend 910dwho seeks to overcome the performance of the GPU NVIDIA H100. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The gaps that the NVIDIA H20 GPU is going to leave. 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 (Semiconductor manufacturing international corp). 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

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