fears

NVIDIA fears that China will hinder the sale of H200 chips, so it is asking for advance payment without exchanges or returns

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The fact that NVIDIA can market H200 chips in China It’s going around a lot these days and it’s no wonder. And after the Government’s uncertainty about whether it ends up allowing them in the country or not, the company has imposed unusually strict payment conditions for customers who want to buy these chips in China. According to information According to Reuters, the company now requires full payment up front, with no cancellation, refund or configuration changes options once the order is placed. Why it matters. NVIDIA has billions at stake in China, the world’s largest semiconductor market. Chinese technology companies have placed orders for more than 2 million H200 chips valued at about $27,000 each, well above the company’s available inventory of 700,000 units, according to account the middle. But the regulatory situation is a powder keg: the United States has just authorized the sale with a 25% tariff, while China has not yet confirmed whether it will allow imports. Regulation. The Biden administration had banned the export of chips advanced AI to China, but Donald Trump reversed that policy last month allowing H200 sales with the aforementioned 25% tariff that goes directly to the US government. However, China has not yet given the official approval. According to BloombergBeijing plans to approve some imports this quarter, but only for select commercial uses. The military, sensitive government agencies, critical infrastructure and state-owned companies would be left out for security reasons. Protection. The payment terms transfer all of NVIDIA’s financial risk to its customers, who must commit capital without certainty that Beijing will approve the imports or that they will be able to deploy the technology as planned. According to account The average, although NVIDIA has always required advance payments from Chinese customers, deposits were sometimes allowed in lieu of full payment. Now the company is especially strict due to the lack of regulatory clarity. A recent scar. NVIDIA has reason to be cautious. Last year it had to write down $5.5 billion in inventory after the Trump administration abruptly banned the sale of the H20 chip to Chinathe most powerful product that it could then offer there. Although the United States has reversed that decision, China has since banned H20 shipments. This experience explains why the company prefers to ensure collection before any unforeseen regulatory event. Overwhelming demand. Chinese tech giants like ByteDance and Alibaba see the H200 as a significant improvement. This chip, currently NVIDIA’s second most powerful, offers approximately six times the performance of the now locked H20. According to Bloombergboth Alibaba and ByteDance have privately communicated to NVIDIA their interest in ordering more than 200,000 units each. Delivery times. NVIDIA plans to fill initial orders with existing stock, with the first batch of H200 chips expected to arrive before the Lunar New Year holiday in mid-February, according to account Reuters. The company has also approached TSMC to increase H200 production to meet demand in China, with additional manufacturing planned for the second quarter of 2026. The local competition. Meanwhile, NVIDIA’s Chinese rivals are gaining ground. And just as inform Bloomberg, local manufacturers such as Huawei have developed AI processors, including the Ascend 910Calthough its performance still lags behind the H200 for large-scale training of advanced models. On the other hand, Cambricon Technologies It also plans to significantly increase its production of AI chips in 2026, thus expanding its market share and filling the gap left by NVIDIA. What’s coming now. In the coming days it will be known if China makes a final decision on H200 imports. Jensen Huang, CEO of NVIDIA, declared at CES this week that customer demand for H200 chips is “quite high” and that the company has “activated its supply chain” to increase production. Huang also noted that he doesn’t expect the Chinese government to make a formal statement about approval, but rather that “if purchase orders come in, it’s because they can make them.” Cover image | NVIDIA and Arthur Wang In Xataka | There is a new player in the race for the autonomous car and it is one that should worry Tesla a lot: NVIDIA

Spain fears a major collapse during the August 2026 eclipse, so it is already starting to design emergency plans

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Spain has activated the machinery to prepare for one of the most anticipated natural phenomena with the greatest logistical impact: the total eclipse that we will experience next August 12, 2026. A phenomenon that will cross the north of the country and that will make Spain the focus of all lovers of these phenomena that nature gives us, and it is logical, since it is the first total solar eclipse visible from continental Europe since 1999. The challenge of having thousands of people gathered together looking at the sky, and also added to the large number of tourists who will arrive in the country, makes the Government has asked the autonomous communities to prepare security and mobility plans. Something that can be similar, for example, to the organization of a soccer World Cup, but concentrated in a few hours. In order to manage the logistics of this important date, the central government activated an inter-ministerial commission that recently had a second meeting with the regional representatives. The objective is to be able to have a joint response to the massive influx of visitors mainly to the north of Spain. And it is no wonder, since in experience we have in mind the ‘Great American Eclipse‘ of 2024 where thousands of people ended up collapsing parks and roads, even where the eclipse was partial. And we want to avoid as much as possible that this ends up being chaos in Spain. The estimate. We are not talking about a few thousand people interested in these phenomena, but the Government proposes that millions of people can move to follow the strip of totality that will diagonally cross 13 autonomies and at least 27 provinces from Galicia to Aragon, passing through Castilla y León, Cantabria, Navarra and La Rioja. The eclipse will occur just at sunset, with the Sun going completely dark for a few minutes while the Moon blocks its disk, peaking at 20:28. The zone of total darkness will also cross a part of northern Portugal, the extreme west of Iceland and an unpopulated strip of Greenland, but Spain will be the only country where it can be observed with full guarantees and from inhabited places. And in the case of Spain in particular, the truth is that it is something historic, since It will be the first to be seen from the Iberian Peninsula in more than a century. What is requested. The central government wants to anticipate problems that may arise, such as an emergency, which is likely when we talk about a mass of people at a specific point. But in addition to this, contingency plans must also be prepared on roads due to the large number of trips that can occur in a very short period of time. The problem here is that we are in a country that is not centralized in a single administration, and that is why the cooperation of all the autonomous communities is essential. The Ministry of Science emphasize which, in addition to guaranteeing safety and mobility, seeks to promote correct scientific dissemination and avoid risks such as the use of non-approved solar glasses, an aspect highlighted by Cigudosa to prevent damage or fraud in eye protection during observation. The problems. Among those they want to address is undoubtedly the possibility of having accidents on roads, kilometer-long traffic jams and blocked access to cities. This adds to the possible overload of the infrastructures of emptied Spain, since many observation points are located in rural areas or coastal areas with limited resources. This means that it can be very easy for secondary roads to collapse, mobile coverage towers to be saturated, and for there to not be enough fuel or food for all the spectators of this historic event in our country. Although we must also highlight the possibility of a greater number of forest fires due to bad human practices and precisely at a time of maximum risk. Those that are to come. The 2026 eclipse is just the starting signal for a ‘trio of eclipses’ that can be seen from Spain. The specific agenda we have is the following: August 12, 2026: the great northern eclipse, at sunset, which is total. August 2, 2027: Just one year later, another total eclipse will cross the southern tip of Spain. It will be visible from Cádiz, Málaga, Ceuta and Melilla. Unlike the first, this one will be in the morning and will be one of the longest of the century, with a total that will exceed 4 and a half minutes in the Strait. January 26, 2028: an annular eclipse (where the Moon does not completely cover the Sun, leaving a bright circle) will cross the south of the peninsula, visible from areas such as Seville or Granada. In this way, the Government has the task of preparing for three different events in a range of three years that will attract a large number of national and international curious people. In Xataka | Between 2026 and 2028 Spain will become an eclipse paradise. And we have new maps to know where they will look best

While Laurence hits Spain, Aemet fears another four weeks of rain

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Just a few hours ago, the high impact storm Laurence was east of the Azores. Not anymore. And on his way to the east Three fronts have already been defined that are impacting the Iberian Peninsula (or are about to do so). After the little parenthesis of the weekend, the rain is back. And it seems that he plans to stay. Three fronts? The first, the warm (a hottest mass than what we have now on the country), is entering the Gulf of Cádiz and will leave heavy rains in the Guadalquivir valley. The second will be cold and will water much more water also entering the Southwest. And finally, an occlusive one will arrive (that is, a compressed mass between two others) that will be the coup of grace and the real problem when high accumulated and heavy rains. With the aggravating thing that, after hours and hours of rain, all drain systems will begin to be collapsed. Is it dangerous? In some areas it can become, yes. For example, As Álvaro Oliver explainsthe rains that will reach the central system “will clearly exceed 50 mm and even 100 mm at many points.” If we add to that the thaw that will occur, the situation can be complicated. And, beyond that, the rains They have no heavy to send. This is what Aemet tells. And, as we say, not only Laurence is going to leave “abundant rains in large areas of our country” and will breathe “temperate air” that will boost the thaw, is that “Wednesday will be a transition day between two storms: Thursday comes another with more rain “yet. Other? How long will this last? This question has two answers: the short is that we have no idea. We already know how variable the time in spring is. The long one, however, has a lot of crumb to analyze. Because If we look at ECMWF’s weekly modelsthe European weather model, we will see that the next four weeks appear with positive anomalies in rainfall. It is true that the one that has that most accentuated trend is this that we now start, but (always according to the model) the rainfall above normal can remain much longer than expected. Image | ECMWF | Sami Ullah In Xataka | If the question is when the rain is going to end, Aemet has bad news. Especially for Andalusia

Six fears have defined their career

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Jeff Bezos has founded two of the most successful companies in the last decade: Amazon and Blue Origin. His path to success was not only promoted by his leadership skills and his vision of the future, but also for seven fears that marked each and every one of the decisions he has made in his business career. These fears, far from being a weakness, became a force that motivated him to take risks, innovate and Build an empire which has transformed various industries. Since its inception, Bezos knew how to face their fears and turn them into Growth opportunities. 1. The fear of repentance Just as Jeff Bezos himself told Your graduation speech From Princeton, before founding Amazon, Jeff Bezos was a brilliant Wall Street analyst with a promising career. However, he abandoned the security and stability of a well -paid job to launch books online when no one did. To overcome this fear, Bezos developed what his “Repentance minimization framework“. This approach helps him make decisions based on what would bring him more peace of mind in the future, even if he implies taking risks in the present. As he said in An interview In 2001, one of the main fears that defined Bezos’ life was the fear to reach the end of his life and regret not having tried something important. “I realized that I wouldn’t regret trying something important, even if I failed. I knew that would chase me every day.” 2. The fear of losing competitiveness Bezos has always been very aware that success attracts competition, so it is necessary for companies to always remain at the forefront with a mentality that the millionaire called the mentality of “day 1” in its famous 1997 letter to investors of Amazon. This fear has led him to promote a culture of innovation Constant inside Amazon, always looking for one step forward. His obsession with the client and for continuously improving the services has kept him alert to the movements of his competitors to place one step ahead. “The second day is stagnation, followed by irrelevance, followed by an unbearable and painful decline, followed by death,” he said in his manifesto. A clear example of this was the Amazon Prime developmenta service that revolutionized the expectations of consumers in terms of fast shipments and digital content. This strategy was born from the fear of being overcome by other technological companies that also sought to captivate the public. 3. The fear of garages Directly related to the previous point. His “urgency” philosophy has driven him to act quickly in the design and development of new ambitious projects. For him, every moment counts, and inaction can be a more dangerous enemy than his own error. Jeff Bezos claims not to be afraid of his great competitors who, guiding himself by trends, can more or less predict. His true fear comes from a garage. “I am more afraid of two kids in a garage, than the competitors I already know,” assuredIn an interview. The great ideas and products that have changed the technology of the last 40 years have not come out of huge hierarchical structures in multinational, but have been the ideas of young people who have developed With just resourcesbut with large amounts of commitment and innovation. As he himself did when founding Amazon from the garage. 4. The fear of failure: CEO paranoia Although he is one of the most successful businessmen in the world, Bezos is not immune to fear of failure. It is not the only one. CEOs and managers of successful companies such as Jensen Huang de Nvidia or Peter Beck of Rocket Lab also They have confessed feel what is already known as “CEO paranoia”: a atrocious fear to fail and that their companies are ruined. However, these managers see failure as an essential part of the Innovation and growth process. They are aware that assuming risks means accepting that some ideas will not work, but also that these errors are opportunities to learn and improve. “I asked everyone here to wake up terrified every morning, with the sheets soaked in sweat,” assured The millionaire Fortune. 5. Failure as a lesson for success Despite being a successful millionaire, Jeff Bezos’ career has not been exempt from failures. However, instead of regretting them, he assumes them as part of a growth process. In his Letter to the 2015 shareholdersthe millionaire said: “I think we are the best place in the world to fail (we have a lot of practice!), And the failure and invention are inseparable twins. To invent you have to experiment, and if you know in advance that it will work, it is not an experiment.” An example of that culture of innovation were Alexaand Kindletwo disruptive products, which have finally established themselves in their respective areas. 6. Fear of uncertain future Jeff Bezos has always shown concern about the uncertainty of the future, both personal and global. This fear motivated him to found Blue Origin, his company from Space explorationwith the vision of finding solutions so that humanity can survive beyond the earth. “The land is finite and if the world economy and population will continue to expand, space is the only possible way,” collected Business Insider. Bezos believes that humanity must be able to expand towards other planets to ensure their survival. As he said in the Lex Friedman Podcastthis fear, far from being pessimistic, has become an engine to develop technologies that could change the fate of our species. In Xataka | The next border of the super farms is no longer to be Milmillonarios, is to be Billionaires: Musk, Zuckerberg and Bezos are candidates Image | Wikimedia Commons (Daniel Oberhaus)

In its pulse with the US, China has restricted key minerals for the Tech industry. Japan fears an impact globally

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The commercial war between United States and China It is developing with export controls. While Washington restricts the sending of advanced semiconductors and other avant -garde technologies, Beijing responds by limiting access to strategic resources. However, Japan has not hesitated to warn that the repercussions of this confrontation can go beyond these two powers. Financial Times points out That both the Japanese government and the companies in the country are alarmed by the recent measures of the Asian giant, which could mark the beginning of a “declaration of economic war against the rest of the world.” Japan, the greatest global consumer of Germanio, Graphite and Gallic, continues to receive these critical minerals, but fears that China further limits its supply. The dilemma of re -export controls China wants to prevent Gallium, whose supply to control 98%, drive military applications in the United States. And not only is he trying to do it directly with the export controls, but also indirectly with the Re -export controlswhich seek to limit the sending of products that contain this element, but the rules of the game are not clear at this time. The Chinese Gallic is in pieces made in Japan and imported by Tesla, as well as in Broadcom optical communication components and semiconductors used in Apple devices. However, Japanese suppliers that make up the supply chain of these US companies claim to ignore the gallium limit that they can incorporate into their products. So, as they warn, China could decide overnight that an excess of gallium is being sent to the United States and demand that a export license to continue supplying. The dynamics of licenses is well known: the United States has also used them To restrict the export of Nvidia graphics chips to Chinaand the problem is that, in most cases, they are never granted. In a globalized world, the decisions of key countries resonate beyond its borders. A change in the export policies of China or the United States can reconfigure access to essential resources, affect global prices and alter the economy of some nations. What seems like an isolated dispute can have direct effects on global markets, even making themselves feel in consumers. Images | Lio voo | Ln In Xataka | China’s veto to export minerals to the US had a small print and affects a key element of Ukraine defense: drones

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