NVIDIA

break the brutal leadership of Nvidia and TSMC

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TSMC, The largest semiconductor manufacturer on the planetproduces the GPUs for artificial intelligence (AI) that are placing in the Nvidia, AMD market and many other manufacturers of this type of chips. In fact, 90% of integrated circuits for AI available in the world market TSMC has manufactured them. In addition, in its client portfolio Apple, Nvidia, AMD, Qualcomm, MediaTak, and even Intel, among many other companies that are dedicated to the design of integrated circuits. We are now with Nvidia. The company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a billing volume of more than More than 263,000 million dollars. SMIC and HUAWEI are China’s spearhead in the chips and AI industries Jensen Huang, the general director of Nvidia, has declared A few days ago, China is not behind in front of the US in AI. And the solvency of Deepseek, Ernie, Qwen, Pangu, Hunyuan or Sensenova endorses its analysis. Right now it is very difficult to determine in an objective way which country leads in AI. It is reasonable to conclude that the US is ahead of China if we stick to the joint capacity and performance of its AI models, but the really relevant thing is to determine if that capacity entails a real value. This is The line of thought that defends experts As Arthur Lai, Chief of Research for Asia of the Macquarie Financial conglomerate, or Jason Corso, professor of AI at the University of Michigan (USA). In addition, it is important that we do not overlook that the metrics that are currently used to evaluate the abilities and performance of the most advanced AI models They are less and less clarifying. And as the models improve and develop their global competitiveness, it matches. Nvidia continues to dominate the Chinese hardware market for IA despite the sanctions of the US government In any case, as we are seeing, it is evident that China is competing from you to you in the development of large language models for the US. The greatest challenges facing this Asian country do not reside in this field; They last in the field of hardware. Nvidia continues to dominate the Chinese market of the hardware for the The sanctions of the US government that prevent you from selling your best GPU for your Chinese clients. And TSMC manufactures 90% of semiconductors for this scenario of use because it has in production some of the most advanced integration technologies that exist, and, what is also crucial, the performance per candy of its avant -garde nodes is very competitive. China needs to have companies capable of Compete from you with Nvidia and TSMCand their best candidates are currently SMIC (Semiconductor manufacturing international corp) and Huawei. SMIC is the largest Chinese manufacturer of semiconductors with a fee in the world market of about 5%and currently has the ability to manufacture integrated circuits of 6 and 7 nm. However, according to Dr. Kim, an expert in chips manufacturing who has worked in Samsung and currently investigating TSMC in the US, is about to start 5 Nm chip production and plan to start Its first 3 nod nodes equipped with gaa transistors (Gate-alall-around) in 2026. Huawei, meanwhile, is determined to absorb Little by little the market share that Nvidia maintains in China. Your most ambitious hardware is now the chip Ascend 910dthat pursues overcome 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 it will leave The H20 GPU of Nvidia. This proposal will enter large -scale production during the second half of 2025 using 6 Nm integration technology that have presumably developed side with Huawei and SMIC side. Image | Nvidia 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

Switch 2 is important for Nintendo, but also for a nvidia that does not want to lose ground against AMD

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Nintendo Switch 2 It’s here. When a new generation of consoles arrives, beyond New games and experiences that allows, there is a substantive issue that may not interest all users so much, but it is of vital importance for the technology industry: Who signs the processor. We don’t know Switch 2’s heart beyond what the tests of their first games suggest. AND, Although it is evident that it is powerfulwe will have to wait to see how developers thoroughly squeeze their chip designed by NVIDIA and manufactured by Samsung. It is evident that the console is important for a Nintendo who saw that switch sales began to waverbut just as important for that NVIDIA that signs a processing unit with which, now, it comes back to the battle horse in the hybrid console segment. Nvidia returns to load When a company leads, what you want is to have even more part of the cake. Nvidia dominates The world of PC video games With iron hand and, although AMD is doing things well with its latest generations, the singing voice continues to take the company led by Jensen Huang. That battle against AMD on the PC is very unequal, but In the field of consoles, history tells us something else. Both were linked decades ago to video games on platforms dedicated with ATI (before being part of AMD) designing the GPU of Game Cube, Wii and Xbox 360 and Nvidia taking care of the GPU of the Original Xbox and of PS3. With the jump to the next generation, Nvidia got out of the equation and left the free ground for an AMD that did not succeed with her GPU, either with her CPU, but with her APU. It was his technology that convinced Sony and Microsoft for all their consoles from Xbox One and PS4 From now on. Nvidia, however, returned in 2017 with His tegra chip and a new alliance with Nintendo for Switch launch. It was not the most advanced at the time, that Tegra showed that the technology was ready To be able to create platforms that offered such experience with desktop power, but in portable format. And they have not gone wrong or Nintendo … neither Nvidia by extension. 152 million units and up. However, things have changed because Nvidia is no longer alone in this and AMD, along with Valve with Steam Deckshowed that its image reconstruction technology, Photograms generation and its power/consumption relationship could overcome what Nvidia offered with switch. Thus, we have seen AMD heart on PC consolidated as impressive as the Lenovo Legion Go or the Asus Rog Allyand it is a segment in which Intel, with a first failed proposal with the MSI Claw and a much more solid second with MSI Claw 8 AI+shows that you also have something to say. Nvidia has remained away from those PC consolidated for a reason: They didn’t have a CPU. Now, earlier this year, and after months of rumors, Nvidia presented Project Digits. It is a desktop computer for AI whose CPU is designed by NVIDIA: Graceof 20 cores, which although it is still ARM and arrived a few years ago, is now consolidated with digits as a blow to the table to a market that was dominated by Intel and AMD. Nvidia’s commitment is still far from the average user, and even further from the players, but although they are not possible to create processors that compete against Intel and the AMD Ryzen, on desktop PC, that renewed alliance with Nintendo to create Switch 2 can be, if sales accompany, the impulse that they lacked to finish deciding and being The third player in the battle of the PC consolidated. Your proposal? Beyond gross power, artificial intelligence nuclei for Push the hardware Beyond the possible until now. But of course, they would have to develop a X86 processor. Or that or throwing into the pool and marking an adventure with a valve that is already trying to stem Compatible with ARM. Although, of course, all this would be nothing if Nvidia, which money does not lack, would have signed an exclusive contract with Nintendo for this type of hardware. Whatever happens, Jensen Huang seems like engaged With Nintendo’s vision, and they may not end up getting into mud with Intel and AMD as the third company in discord, precisely, because with Switch 2 and their AI -based technology already have more than enough reasons to say an “EY, which in this segment we also have much to say at the power level”. After all, no matter how veteran the first switch was very obsolete that his heart was, I kept selling like hot bread Although the rest of hybrid systems offer much more as far as gross power is concerned. Images | Xataka, Ifixit In Xataka | I have played the ‘Nintendo Switch 2 Welcomme Tour’ thinking that it was a payment manual. It turns out that it is a science museum

Huawei is getting unstoppable. Everything he is doing seeks to beat Nvidia in both in China and beyond

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Huawei is determined to gradually absorb the market share that keeps Nvidia in China. Until just a few months ago this last company monopolized Something more than 90% of the Chinese market of the chips for artificial intelligence (AI), but after the entry into force of the last US sanctions package its leadership is all likely to be compromised. Even so, Nvidia has a very important asset that is helping her defend her presence in the Chinese market: 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 has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA, but for the moment CUDA dominates the Chinese market. These are the two great buzas of Huawei to beat Nvidia Huawei wants to snatch the leadership in performance in AI applications from NVIDIA. 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 it will leave The H20 GPU of Nvidia. 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. It is evident that to grow in the market is essential have good hardwarebut it is also crucial to position itself strongly in training the great language models, in Inference processesor, better yet, in both contexts. “Training is important, but it only happens a few times. Huawei focuses mainly on inference, which will ultimately give us access to more customers.” This declaration of Georgios Zacharopoulos, a senior researcher of AI who works on the acceleration of inference in the Huawei laboratory in Zurich (Switzerland) clearly reflects The effort that this company has made for years to dominate inference: “Training is important, but only a few times. Huawei focuses mainly on inference, which will ultimately give us access to more customers.” Inference is broadly the computational process carried out by language models with the purpose of Generate the answers which correspond to the requests they receive. In any case, the information we have reflects that the GPU Ascend 910D will allow Huawei to compete with the chips for the most advanced NVIDIA both in inference and in training. The US response to the steps that Huawei is not taking long to arrive. And is that the Department of Commerce has approved a resolution whereby no country on the planet can buy the GPUs for the Ascend de Huawei. According to this American institution, this Chinese company has produced these chips using US technologies illegally, so its export outside the country borders governed by Xi Jinping violates the export controls of the Department of Commerce. In practice to the US it will cost a lot to control the commercial flow of the GPUs for Huawei outside China, especially when these semiconductors They go to allies of the latter country. Its strategy to exert pressure on countries interested in getting the Huawei chips is to announce fines, the possibility of revoking export rights, and even establishing criminal consequences. In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips In Xataka | China’s domain of rare earths has nothing to do with geography: it is born from 39 university programs

Nvidia desperately seeks engineers for its Taiwan R&D center. They even accuse you of “stealing them” to TSMC

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Nvidia smiles at the future. The pulse held by the US and China governments is degrading their business in the latter country because the US administration prevents them from selling its chips to its Chinese clients to artificial intelligence (Ia) more powerful. Even so, the company led by Jensen Huang currently monopolizes about 90% of the market of the GPUs for Ia. It is likely that in the medium term its quota will be reduced against the presumable growth of competitors such as Huawei or AMD, but right now Nvidia has no reason to worry. And it does not have them because the semiconductor market to grow a lot over the next few years. According to the AMR consultant (Allied Market Research) In 2031 it will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. Although the NVIDIA quota is reduced during the next few years, it is reasonable to assume that its business volume will be increased by market growth. The problem facing this company is now another. This is what the engineers who hire in Taiwan pay Nvidia’s directive dome seems to be very clear about what to continue growing next to the AI ​​chips market for data centers: expand. It is about it. However, we must not overlook that this company is dedicated to the design of integrated circuits, so it does not need to invest in the construction of semiconductor manufacturing plants; What needs to expand its network of research and development centers (R&D). And Taiwan is a very attractive destination. Nvidia already has an R&D center in Taiwan, and is launching another The semiconductor industry is The main support of the island’s economywhich has caused Taiwanese universities to develop specialized training programs that seek to place the highly qualified technical staff on the labor market that They require companies such as TSMC, UMC or Foxconnamong others. Nvidia already has an R&D center in Taiwan, and is launching another. However, you are facing a very serious problem: it is having many difficulties in recruiting the highly qualified engineers you need. It is surprising, but although in Taiwan thousands of engineers are formed every year, the companies of the island have a hard time recruiting as many as they need. Even to TSMC. To solve this problem NVIDIA has chosen to offer very high wages. An engineer who has just finished his studies and, therefore, has no experience, pays him a maximum salary of $ 83,000 annually. And an experienced engineer up to 185,000 dollars a year and a very juicy bonus. According to the Taiwanese medium EBC News Nvidia’s aggressive salaries’ policy responds to the need for attract TSMC engineers highly qualified. It does not seem crazy. After all, the law of supply and demand works. Image | Nvidia More information | Tom’s hardware In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger

Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger

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The dispute that Eeuu and China hold It is deeply conditioning the business of many Chinese companies, such as Huawei, SMIC or Hua Hong semiconductor, but is also affecting a very important way To some western companies. The Dutch ASML and the American Nvidia They are in all likelihood that are facing the greatest challenges as a result of the pulse maintained by the American and China administrations. The Chinese market is essential for both, but the sanctions that have approved US governments and the Netherlands They prevent them from selling their customers led by Xi Jinping a good part of their product porpholio. Even so, both companies are doing what is in their hand to defend their economic and commercial interests, and dispense with the Chinese market is not one of its options. In fact, Nvidia has officialized His intention to put a specialized installation in the design of integrated circuits in Shanghai (China). Some legislators consider that Nvidia’s plan is a threat to the US The newspaper The Wall Street Journal It has been made with a letter in which the Republican senator by Indiana Jim Banks and the Democratic Senator for Massachusetts Elizabeth Warren are directed directly to Jensen Huang, the general director of Nvidia. In this text these legislators argue that the installation that Nvidia plans to open in Shanghai represents a direct threat to US national security due to the possibility that China acquires the ability to design avant -garde GPU for artificial intelligence (AI). “No American company should be helping the Chinese Communist Party to close the gap in artificial intelligence,” Nvidia has responded immediately. There is too much at stake to take this light attention call. A spokesman for this company has expressed that its purpose “It is simply to rent a new space that the company’s employees can use after the return to work after the Coronavirus pandemic. The scope of work will not change“However, Nvidia’s official justification does not seem convincing for Warren and Banks. In fact, this last legislator has declared that “no American company should be helping the Chinese communist party to close the gap in artificial intelligence.” It is evident that this is an accusation of full -fledged Nvidia. A very serious accusation that complicates the future plans of the company led by Jensen Huang in China if we are in mind that the manifesto is backed at least by a senator of the Republican party and a senator of the Democratic Party. In addition, this claim comes at a very important moment for Nvidia. The engineers of this company have just concluded The development of a GPU With Blackwell microarchitecture aimed at replacing to the H20 chip whose sale in China has been prohibited by the last sanctions package of the Department of Commerce. The Nvidia Plan is that TSMC starts the manufacture of this GPU expressly intended for the Chinese market in June, but at the current situation it would not be surprising at all that the Department of Commerce prevents its delivery to Chinese clients in Nvidia. We will see what happens finally, but the panorama does not paint anything well for the company led by Jensen Huang. Image | Nvidia More information | The Wall Street Journal In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

The technological one that generates more money is not Apple or Nvidia or Amazon. It is a porn boutique: Onlyfans

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Onlyfans produces 37.6 million dollars per employee if we divide their income among their number of workers, according to the detailed report he has published Mutiples.vc. It is a figure that destroys any comparison with technological giants. Why is it important. The adult content platform has perfected something that the rest of the technology industry pursues without so successful: extract the maximum possible value with the minimum necessary resources. Apple generates 2.4 million per employee. Goal, 2.2 million. Amazon, just $ 400,000. In figures. Only Tether, the cryptocurrency company, exceeds Onlyfans with 83 million per employee. Then comes Onlyfans. Then an abyss to Valve with 19 million. The rest of the great technological ones go wrong in the photo that compares them. Another business. The model. Onlyfans has built a money printing machine with just a few hundred employees managing 315 million users and 5.3 million creators. Its profit margin touched 49% in 2024, on net income of 1.6 billion dollars. The company takes 20% of everything that creators invoice. Without producing content, without assuming creative risks, without large technological infrastructure. It is pure optimized intermediation to the extreme. Yes, but. Onlyfans dominates a market where concentration is wild. 70% of payments go to 10% of creators. The average creator enters less than $ 150 per month. It is a mARKETPlace ruthless where a few gain fortunes and most subsist. Between the lines. While the great technology hire armies of engineers, designers and executives to compete for attention, Onlyfans solved the problem in another way: to create a space where demand pays directly for specific content. Without complex algorithms, without thorough moderation, without competing for advertisers. The company now seeks an assessment of 8,000 million dollars. It would be just an X10 with respect to its annual benefits, a conservative figure for any technological. But Onlyfans is not any technological company: it is the clearest demonstration that efficiency matters more than size. PUNTEDED. In Xataka | I have cloned the Instagram profile to create a +18 account with my photos and ask for money like Onlyfans Outstanding image | Onlyfans, Xataka

convincing Nvidia and Qualcomm of the superiority of their 2 nm

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Samsung is retaking the course little by little. Jay Y. Lee, the president of this company, sent in the middle of last March An internal statement in which it synthesizes very precisely What this company faces: “Our technological advantage has been compromised in all our businesses. It is difficult status quo instead of generating disruptive changes. “ The Samsung subsidiary specialized in the manufacture of semiconductors is largely the company’s engine, and to recover health it is essential that its competitiveness increases. However, to carry it out it is necessary that its integration technology of 2 nm pelee from you to you both with the equivalent lithography of Intel, and, above all, with that of TSMC. However, Samsung’s starting point is favorable. And it is because He has been working in which it is undoubtedly The most important photolithography in its history. Samsung is already testing its 2 Nm node for Nvidia and Qualcomm At the beginning of January 2025, several very reliable Asian media collected that Samsung had already started the evidence of 2 Nm semiconductor production with the purpose of consolidating the first agreements with several clients. The Japanese chips designer for artificial intelligence (AI) Preferred Networks (PFN) and a South Korean company specialized in the design of neuronal processing units (NPU) were already interested at that time when Samsung manufactured their designs in their new 2 Nm node. It is perfectly assumed that both Samsung and TSMC manufacture 2 Nm chips for NVIDIA and QUALCOMM There is no doubt that at the delicate moment this company is going through, having several agreements tied before its competitors initiate large -scale production with equivalent photolithographs is very important. However, this is not all. And is that just five months after that news the South Korean medium Chosunbizwhich in the matter of semiconductors does not usually give stitch without thread, ensures that Samsung has already started the tests in its 2 Nm node For Nvidia and Qualcomm. This test process does not guarantee that Samsung is finally going to manufacture integrated 2 Nm circuits for these two US companies, but their interest in the technology of this South Korean company is an oxygen ball. There is no doubt about that. In any case, if Samsung finally reaches an agreement to manufacture the GPUs for Games and the Nvidia and the Qualcomm, TSMC, TSMC does not have to stay in the stake. It is perfectly assumed that both Samsung and TSMC manufacture 2 Nm chips for these two US companies. On the other hand, and this is also very important, Samsung has expressed his intention to produce 2 nm semiconductors in its Texas factory (USA), which can help you so close agreements with US chip designers and dodge US tariffs. Image | Samsung More information | Chosunbiz In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei

Saudi Arabia has signed a check of 7,000 million dollars for Nvidia. Jensen Huang is now 12,000 million richer

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In his Official visit to Saudi ArabiaDonald Trump has been accompanied by an entourage of technological entrepreneurs including Elon Musk, Sam Altman, Lisa his and Jensen Huang. The presence of all these technological executives is justified within the framework of A GREAT COMMERCIAL AGREEMENT Between both countries valued at 600,000 million dollars, which includes the sale of more than 18,000 GB300 Blackwell GB300 chips in NVIDIA. After knowing the agreement, Nvidia’s shareholders launched a trip to buy shares of the manufacturer, causing Jensen Huang’s personal fortune to have increased by 12,000 million dollars in just a few hours. A breath of air for Nvidia. The agreement with Saudi Arabia arrives as A breath of fresh air After weeks of uncertainty about commercial limitations With China for tariffs, which underlines the strategic importance of this movement. “The AI, like electricity and the Internet, is an essential infrastructure for every nation. Together with Humain, we are building an AI infrastructure so that the people and companies of Saudi Arabia make the bold vision of the kingdom come true,” Huang said after the signing of the agreement. According to A statement of Nvidia, the agreement includes a first phase with the supply of 18,000 processors for AI GB300 Grace Blackwell For Saudi Arabia to develop Your data centers. Such and as they said From NVIDIA, the objective is to enhance the Saudi technological infrastructure and accelerate its digital transformation as part of the Vision 2030 Plan of which also It is part of neomand whose objective is that the country’s economy stop depending on your deposits of oil and gas. Humain and Saudi Arabia. The key partner of Nvidia in this agreement is Humain, the Saudi state company of artificial intelligence, Backeddirectly by the Public Investment Fund (PIF) of the Saudi kingdom, which also Finance the pharaonic works of neom. Humain was created with the aim of developing AI technology. The company is directed by Tareq Amin, a exexecutive of Aramco Digital, and has the direct support of the heir prince Mohammed Bin Salman. The agreement with Nvidia is Humain’s first great step to materialize this vision and an important capital injection for Nvidia, which opens a new booming market for its chips for ia. A joy for investors. According The published by CNBCthe announcement of the agreement has had a Immediate and very positive effect In the quotation of Nvidia. Their shares rose 6% in a single session after the news is public, and maintains its upward trend adding an increase of 16.78% in recent days. With this announcement, the recovery of the technological giant price rhythm is consolidated, which recovers 37% from its minimum of 2025 registered in April after the uncertainty generated by the USA tariffs to China. Bank of America analysts They estimatedthe total value of the agreement at 7,000 million dollars, which together with the estimate of Chips sales to United Arab Emirateshas returned optimism to technological investors. Well for Nvidia, well for Huang. Jensen Huang cannot be more satisfied with the agreement signed with Saudi Arabia. Thanks to the response of his shareholders, the assessment of his fortune has increased by 12,000 million dollars in a single afternoon, achieving the Greater gain in dollars In a single day for an executive of the technological sector that controls 3.5% of Nvidia’s actions. This fortune places Huang at the doors of the top 10 of the world’s largest fortunes, with an estimated total heritage of 118.2 billion dollars, turning Huang into the eleventh person richer on the planet. The Nvidia CEO is just one step behind figures like Amancio Ortega – which occupies the tenth place In the Forbes ranking-; Steve Ballmer, Excus from Microsoft; or the founders of Google Serguéi Brin and Larry Page. In Xataka | The secret of Nvidia’s success does not hide in her chips: she is in the emails that Jensen Huang Lee every day Image | Nvidia

Nvidia is tensing her relationship with the US government. His presence in China is at risk

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For Nvidia losing the Chinese market is not an option. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of some 17,000 million dollars. In practice, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, the sanctions to China that are deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients to artificial intelligence (IA) more advanced. And in the middle of last April the US Department of Commerce imposed new export restrictions on China from The H20 GPU of Nvidia. The tuning of a trimmed review of the H20 GPU is underway The reception they have given to the GPU H20 The Chinese clients of Nvidia has been very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for the this company. In fact, initially the Department of Commerce allowed its sale in China because this integrated circuit met the restrictions it had imposed. And despite its limitations its sales in China 50% quarter to quarter have grown Since he arrived in this market in mid -2024. The Nvidia Plan requires a cut review of the H20 GPU that satisfies the restrictions imposed by the US Department of Commerce Anyway, this time of bonanza is over. The restrictions of the Department of Commerce in practice prevent Nvidia Deliver the H20 GPU to its Chinese clientsbut this company does not give up. At the beginning of this week We explain to you that several reliable media had collected that His engineers are working on new GPU for AI expressly adapted to the country’s market led by Xi Jinping. Now we know something else. And is that according to Reuters The Nvidia Plan requires tuning a trimmed review of the H20 GPU that satisfies the restrictions imposed by the US Department of Commerce. The surprising thing is that this project seeks to cut a chip that is already a cut version of other NVIDIA GPUs. And it is not clear that with this limited benefits this trimmed GPU H20 is interesting for companies that have bought the original H20 chip from NVIDIA. Among them are no less than three giants from China: Alibaba, Tencent and Bytedance. However, Nvidia faces one more challenge: Huawei’s competition. And this last company is reinforcing its position in China to take advantage of the hole that Nvidia is leaving in the market because of US sanctions. During the second half of 2025 will manufacture the GPU Ascend 920 on a large scalewhich is clearly destined to occupy in the Chinese market the gaps that the GPU H20 is going to leave. And, in addition, it is about to start the chip test phase Ascend 910dwho seeks to overcome the performance of the chip NVIDIA H100. 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

Huawei plans to advise Nvidia in China. It has a new GPU for theory that in theory is extremely powerful

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Huawei is putting all the meat on the grill to absorb so much share in the Chinese GPU market for artificial intelligence (AI) as I can. And it is that the entry into force of the last US sanctions package is compromising with all probability Nvidia leadership in China. The US Department of Commerce It has imposed restrictions to the export to the country led by Xi Jinping of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia. This last company has announced that this ban will cause a hole in its accounts of 5,500 million dollars Due to the commitments linked to the H20 GPU that had already acquired the reserves of this chip that it will not finally satisfy. Some of the Chinese companies that have bought large amounts from the H20 chip to NVIDIA and who presumably planned to continue doing them are Tencent, Alibaba or Bytedance, but at the current situation they will have to resort to an alternative. And Huawei has put it on a tray. The GPU Ascend 910D aspires to snatch the leadership in performance from Nvidia Huawei reacted immediately to US sanctions. And is that just a few hours after the entry into force of the new regulation of the Department of Commerce He presented his chip for the 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. Until now Huawei wanted to get his hardware to dominate the inference processes in AI However, this is not the only asset that Huawei has to increase its market share both in China and beyond its country of origin. And is that, According to Reutersthis company is preparing to start the testing and validation phase of a new GPU for AI: The Ascend 910D chip. Unlike the GPU Ascend 920 that, as we have seen, presumably aspires to compete with the NVIDIA H20 chip, the GPU Ascend 910D seeks to overcome the performance of the chip NVIDIA H100. If this movement is confirmed, already priori this information is reliable, it will be evident that Huawei will have chosen to fight in all hardware market segments for the nvidia. Until now this Chinese company wanted to get its hardware dominate the inference processes in AIand not the training of the models, as Georgios Zacharopoulos, a senior researcher of AI who works on the acceleration of inference in the Huawei laboratory in Zurich (Switzerland) points out in this statement. “The training is important, but it only happens a few times. Huawei focuses mainly on inference, which will ultimately give us access to more customers,” says Zacharopoulos. Inference is broadly the computational process carried out by language models with the purpose of Generate the answers which correspond to the requests they receive. In any case, the information we have reflects that the GPU Ascend 910D will allow Huawei to compete with the chips for the most advanced NVIDIA both in inference and in training. Image | Huawei More information | Reuters In Xataka | In a low voice, China has begun to remove some tariffs from US products. Your concern: the chips

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