NVIDIA

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

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The journey in China of the Nvidia GPU for artificial intelligence (AI) H20 He has been full of ups and downs. Since this chip reached the Chinese market in mid -2024 its sales 50% quarter to quarter grewwhich positioned it as The most successful Nvidia product of recent years. However, this era of bonanza lasted little. And it is that in the middle of last April the US Department of Commerce decided impose export restrictions To China of the H20 GPU. After several weeks of negotiations with the US government Nvidia got the export license that he needed to sell his GPU for the H20 in China, but the joy lasted little. And it is that the Chinese government has vetoed this chip. And he has done so that the administration of the cyberspace of China, which is the main Internet regulatory body in this country, is thoroughly investigating this GPU because it suspects that it could incorporate a rear door of difficult location by Chinese experts. Nvidia engineers have been working on a new GPU for several months for expressly designed for the Chinese market. It will be called B30A And on his shoulders he will rest, neither more nor less, the future of the company led by Jensen Huang in China. This chip must necessarily meet two conditions. On the one hand it has to be more powerful than the GPU H20, and, in addition, it must satisfy the restrictions imposed by the US Department of Commerce. Otherwise Nvidia will not get the export license you need to be able to sell this chip in this Asian country. The future of the B30A GPU in China right now is uncertain Chinese companies that are dedicated to the development of large AI models are trapped. On the one hand they are being forced to deal with the export restrictions of the GPU imposed by the US government. And, in addition, they are subject to their own dependence on American technology. A priori the optimal solution for them would be to stop buying Nvidia and other US companies their chips for AI, and getting “comparable” GPUs proposed by Huawei, Change either Moore Threadsamong other Chinese companies. Jensen Huang has just recognized that his next GPU will take to arrive in the country led by Xi Jinping However, as explained in your article to Foreign Policy The American analyst Kyle Chan, the scenario they face is more complicated than it seems. And it is that abandoning Nvidia in practice is very difficult. According to ChanTencent, Bytedance, Alibaba and other Chinese companies They prefer GPUs for Nvidia Because its performance is greater, especially when facing the training processes of their AI models. However, they especially opt for the chips of this American company thanks to CUDA (Compute Unified Device Architecture). Most of the AI ​​projects that are currently being developed are implemented on CUDA. This technology brings together the compiler and development tools used by programmers to develop their software for NVIDIA GPUs, and replace it with another option in the projects that are already underway it is a problem. Huawei, who aspires to an important portion From this market in China, it has Cann (Compute Architecture for Neural Networks), which is its alternative to CUDA, but for the moment CUDA dominates the market. In these circumstances, the B30A chip that is putting to point Nvidia has all the meaning of the world. Presumably It will be half powerful that the most advanced GPU this company currently has, The B300 chipbut, even so, it is reasonable to assume that will overcome performance of all the chips for the developed in China, especially when facing the training processes of the AI ​​models. This is the best asset that Nvidia has, but Jensen Huang has just recognized that its next GPU will take to arrive in the country led by Xi Jinping. And it will not be because it is not ready. It will be because the US Trade Department will take long to give it approval, if it finally gives it. What is happening to Nvidia in China is a full -fledged soap opera. 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

He has not bought Nvidia or a single H20 GPU in the last quarter

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The future of Nvidia in China is every day that spends more gloomy. In early October 2024 Chinese administration arrived to the companies of artificial intelligence (AI) A recommendation in which I asked them to use chips produced in China as much as possible. Ten months later This recommendation has been transformed into a requirement. And is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on their servers. On the other hand, Nvidia has achieved the export license you need to sell in China Your GPU for IA H20but the Chinese government has vetoed this chip. And he has done so that the administration of the cyberspace of China, which is the main Internet regulatory body in this country, This GPU is thoroughly investigating Because he suspects that he could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this chip. The direct consequence of this unfavorable scenario for Nvidia is that during the last quarter it has not sold a single H20 GPU in China, As Shaun Rein holdsan expert in the Chinese economy and founder of the consultant The China Market Research Group (CMR), which is housed in Shanghai. This statement is true, but it has a small trick. For a good part of the last quarter Nvidia did not have the export license that he needed to deliver this chip to his Chinese clients, but he already has it. And it could have sold thousands of these GPUs during the last weeks. China has alternatives designed to compete with Nvidia chips Despite the efforts of the US government to avoid it, the avant -garde chips for ia They have continued arriving in China. And they have done it mainly through secondary markets and parallel import roads that run in India, Malaysia or Singapore, in which The US action It is very limited. In addition, the developers of great AI models that have projects with projects with CUDA They have found the appropriate place to get these GPU: The international second -hand market. Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential Anyway China already has three alternatives Very clear to Nvidia. 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. It 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 CUDA. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. 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). Image | Nvidia | Zhang Kaiyv More information | Shaun Rein In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Nvidia has become hostage of her own success. His record numbers know little when the world expects miracles

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Nvidia has presented her Results of the second fiscal quarter. Technically beat all forecasts: Adjusted benefits of $ 1.05 per share compared to the 1.01 expected. Revenues of 46,740 million dollars against the projected 46,230 million. The company has also projected income of 54,000 million for the current quarter, slightly above the consensus of 53.4 billion. Why is it important. These seemingly solid numbers have not been enough for a market that has turned Nvidia into the fire test definitive of boom of the AI. The action has fallen 3% in the operations after closing, a reaction that reveals to what extent the expectations about the most valuable company in the world – with 4.4 billion capitalization – have reached almost impossible levels of satisfying. China’s problem. The great shadow on the results has been the total absence of sales of the H20 chip To China during the quarter. Nvidia has not included any sales forecast to China in its guide for the third quarter, despite the fact that the financial director, Colette Kress, has mentioned that they have between 2,000 and 5,000 million dollars in ready -to -send orders to send if geopolitical issues are resolved. The company is waiting for the Trump administration to clarify the regulations on the 15% cut they want to impose to Chips sales to China. Jensen Huang has been unusually direct during the Call with analysts: “The Chinese market estimates that represents about 50,000 million dollars of opportunity for us this year.” He added that half of the world’s researchers are in China … And that it is “quite important” that American technology companies can access that market. Between the lines. Huang’s frustration with the geopolitical situation is palpable. His comment that “we just have to continue advocating” before the Trump administration makes us glimpse a more tense negotiation than the official statements say. The CEO has suggested that they are working in a modified version of their Blackwell chips for China, with reduced performance, indicating that Nvidia is willing to make weight concessions so as not to lose that market. Striking in a company Today as powerful as Nvidia. Data centers disappoint. The data centers segment, which represents 88% of total income, has generated 41,1 billion dollars, slightly below the expected 41,290 million. It is the second consecutive trimester that this important segment does not reach expectations, a worrying signal when large technological ones such as goal, Google and Microsoft are investing tens of billions each quarter in AI infrastructure. “Everything is sold”. Huang has said during the call that “everything is sold”, referring so much to the Hopper chips current as the new Blackwell. Has added that the production of Blackwell Ultra It is “progressing at full speed” and that demand is “extraordinary.” However, these statements contrast with the fact that the income growth of 56% year -on -year is the slowest in nine consecutive quarters of growth greater than 50%. Growing pressure. The market reaction tells an uncomfortable truth: Nvidia has become hostage of its own success. With a weight of 7.5% in the S&P 500 – 3% in December -, Any stumbling block has the potential to drag the entire market. An important Nvidia failure would be a detonation for half -world bags. The contrast. Huang has promised that AI infrastructure spending will reach between 3 and 4 billion dollars for the end of the decade, but the immediate reality is that NVIDIA cannot freely access the second largest computer market in the world. The repurchase of 60,000 million dollars in shares approved by the Council – one of the largest in American business history – seems more an attempt to sustain the price of the action than a real confidence signal in the future without regulatory mosquadillas. In Xataka | Deepseek has suggested that Nvidia chips no longer needs. We believe to know who is buying them Outstanding image | Nvidia

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 the Canary in the mine for the world economy. It depends on whether a recession arrives or not

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Nvidia will present its results from the second fiscal quarter on Wednesday. The market Wait for income of 46,000 million dollars54% more than a year ago, with benefits per share of $ 1.01, 48% higher. Why is it important. Nvidia is no longer just one more technological company. With almost 8% of the weight of the American index S&P 500 and a market value of 4.3 billion dollars, its results move world bags. Investors hope that Wall Street ranges 0.9% after knowing the figures, more even after types of types of interest of the Federal Reserve. The context. Large technology still invests fortunes in artificial intelligence. Amazon, Microsoft, Meta and Google represent 40% of Nvidia’s income. Their investment plans in data centers and graphic processors do not show brake signals. Goal has just launched Your Superintelligence Laboratory. Tesla bets on autonomous cars and humanoid robots. The problem is that the market already discounts perfection. The action quotes in its historical maximums and any disappointment, however small, could trigger a brutal correction. Yes, but. China is still the great unknown. The Chinese government has just recommended to local businesses that Avoid NVIDIA H20 chipspecifically designed for that market. The United States had authorized sales in exchange for keeping 15% of incomebut the commercial war threatens a market valued at 50,000 million dollars. Between the lines. Analysts are still extremely optimistic. Nine investment firms have uploaded their target prices in the last week to an average of $ 194, 9% above Friday’s closure. But the option of options Sample nervousness: investors expect a 6% movement in any direction. Sectorial rotation has already begun. Technology has been the worst stock market sector in August and interest -ranking values ​​have taken off. Small companies rise 5% in the last month. The construction companies, 10%. At stake. If Nvidia disappoints, even if it is minimally, it could trigger a massive sale in technology and confirm bubble fears in artificial intelligence. If you exceed expectations, it will revive the technological increases and remove the ghosts of the recession. As says The strategist Art Hogan: “Nvidia has the potential to be the positive catalyst.” Or, we would add to sink everything. In Xataka | The countdown begins: Nvidia is going to give your chips to the push you need to maintain their domain Outstanding image | Nvidia

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

Nvidia had a struggle to sell her H20 to China. Until someone left the language in the US government

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A little over a month ago, Nvidia got what seemed impossible: that the United States government would leave him Sell your H20 chip to China. The movement arrived after the prohibition of doing so in April, when a complicated scenario was drawn: that Nvidia entered this year 15,000 million dollars less, according to the company. Everything was going well, until Howard Lutnick, Secretary of Commerce of the United States, left the language. What Lutnick said. On July 15, just the day after raising the veto to export control over the NVIDIA H20, the US Secretary of Commerce boasted in statements to CNBC That “we do not sell our best things, nor the best best, not even the best thirds.” The comment itself is correct, because the H20 are not up to chips like the NVIDIA H100, H200 either B200. But in Beijing he didn’t like it. Why it is important. Because as the Financial Timessome leaders have considered the comments insulting, and China has reacted restricting the purchases of the NVIDIA H20, and requires companies that already have purchases agreed with the American technological technology to justify purchases. The result, according to the Financial Times, is that orders are being delayed or reducing. A China Data Center Operator He affirmed That buying chips “is not prohibited, but it has become something politically incorrect.” According to Bloombergthe Chinese authorities sent notices to national companies to stop using the H20 chips, especially with regard to government -related issues. The administration of the Cyberspace of China (CAC), the National Commission for Development and Reform (NDRC) and the Ministry of Industry and Information Technology (MIIT) were the agencies that make up a coalition of regulators involved in responding with measures to the comments of Lutnick. More firewood on fire. The notices of the Chinese authorities are still informal, but they suppose one more escalation in the problems of Nvidia, after the suspicions of the Chinese CAC that They are scamming himwhich led to questioning Nvidia in China to demonstrate that H20 does not represent a threat to interest and security in China. The company has spoken very clearly: “No rear doors“In his chips, but The tension that USA and China live is leaving it without options. Being able to sell chips in China has cost Nvidia to leave Trump administration 15% of the total income of exports to the Asian country. A huge concession made to improve its commercial position, but that aims not to be enough after the reaction to Lutnick’s comments. China is an essential market for those of Jensen Huang, but the succession of events is transforming it into a nightmare. USA It faces the dilemma to sell Hardware from AI to China or not do so and develop them them. The succession of events points to the second. The government’s ambition collides with the reality of Chinese companies. The movement to limit the purchase of H20 by the Chinese government also responds to a plan: Prioritize national chips. It forces data centers that belong to the State to use at least 50% of integrated circuits of Chinese origin on their servers. This benefits Huawei, who is already competitive with his Ascend 910D, which seeks to overcome the performance of NVIDIA H100, and with the Ascend 920, which wants to compete with the H20. However, Production will be limitedand it is the Chinese companies themselves (Tencent, Alibaba and others) that They prefer to use the US company GPUsfor a reason: because its performance is greater. China has its alternative to Cuda, but Nvidia’s weapon remains the undisputed software leader in the AI market. To the point that Chinese companies play it and the NVIDIA GPUs They sweep the black market. The question is whether this phenomenon will continue to occur if China takes tougher measures. Image | Nvidia and Flickr In Xataka | China’s three master moves to “independent” technologically from the West: raw materials, chips, AI

The most powerful console in the world is not from Sony or Microsoft. It is from Nvidia, and costs $ 20 a month

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The cloud game was the future. But it seems that The future resists arrivingbecause the gamers continue to prefer to go to their consoles and their pcs. And yet GeForce Nowthat has just reinforced the big. For all. To start, the guts. The GeForce Now infrastructure has been reinforced, and now the servers in charge of distributing all these games may Take advantage of the powerful RTX 5080 graphics that will undoubtedly help the fluidity of the experience be as perfect as possible. The goal has always been the same: that you do not notice that you are playing in the cloud. That hardware will of course help you get it. The update occurs two years after the last great improvement of that infrastructure, which then It was filled with the predecessors of those graphicsRTX 4080. Best experience. This hardware improvement will also allow you to enjoy streaming games to resolutions that reach 5K at 120 fps, or at 1080p at 360 fps. Users of Steam Deck Oled They can enjoy cloud game at 90 Hz (before was only 60 Hz). There is A new mode called Cinematic Quality Streaming that according to NVIDIA improves the quality of colors and graphics in general, in addition to supporting the distribution of games to 100 Mbps, when before the maximum was 75 Mbps. More data per second, better graphic quality and fluidity. Or what is the same: best experience. Steam to power. Another of the great novelties is the arrival of the option “Install -to-Play”, which actually returns an old characteristic: to be able to install games without waiting for Nvidia to “homologue” as compatible on its platform. That means we can install old games from our library and then enjoy them in the cloud, but also games that are part of the catalog of Steam Cloud Play. Many more games. According to one of the NVIDIA managers, that will suddenly allow the Geforce Now catalog will be reinforced with “2,352 games” present in Steam. This option also facilitates that future games and demos are included in the Cloud Gaming platform in Nvidia in a simple way: it will suffice that its developers activate that option by distributing them in Steam. But. There is a small disadvantage in this option, it is in the fact that the Install-To-Play games cannot be instantly executed as it happens with the “approved” games. We will have to download them and install them every time we want to enjoy them, unless we pay Nvidia a subscription to enjoy storage in the cloud for those games: three dollars per month for 200 GB, five dollars a month for 500 GB or eight dollars per month for 1 TB. Strategic alliances. To that catalog are added new alliances that further reinforce the options of the platform. Now GeForce Now can “merge” with Discord, and gamers can try new games for free directly from discord serverswithout the need to log in to GeForce Now. Epic Games is part of this agreement, and the result is striking: a user can start playing Fortnite from Discord in just a few seconds and without installing anything. At the moment the service has just taken its first steps, but Nvidia expects more and more studies to offer that possibility for players to have another alternative, especially if they are discord users. Pay $ 20 a month for renting a PC? The truth is that all these developments make Nvidia’s GeForce Now service, but once again what we “rent” is not the ability to play video games, but “a cloud pc” to enjoy them. The service does not include the games, which we will have to buy separately if we had not bought them. It is an important difference with respect to analternatives such as Xbox Game Pass Ultimate, that “video game” that does include by default a large catalog of hundreds of titles. A small cost analysis. The cost of owned by a console compared to the use of a service such as GeForce Now allows you to get an idea of whether or not to compensate for an option like this. Consoles like Xbox Series x wave PS5 They are around 600 euros, while their basic online subscription services (Xbox Game Pass Core / PS Plus) are priced at 80 euros per year. Meanwhile, Geforce Now has a fixed cost of 22 euros per month. If we take a five -year period without taking into account the cost of acquiring the games, the cost of those five years would be the following: Consoles: 1,000 euros (approximately) GeForce Now: 1,320 euros Two philosophies and both are good. But of course, we are facing two very different proposals: the consoles offer a consistent and predictable experience, but always dependent on playing where the console is. With Geforce Now we can enjoy an high -end PC experience in all types of devices – our TV, an old PC, a Steam Deck – although we depend on some external factors such as connectivity. Even so, the recurring cost is higher after that period, but as “virtual console”, its validity is clear. Here it should be remembered that GeForce Now It has striking rivals In this segment (Gamepass, Luna), which further enriches the panorama for users. The options are good. In Xataka | That makes more hot than in hell is not something you can control. The temperature of your pc while you play, yes

The divorce of China and Nvidia is a fact. The Xi Jinping government no longer recommends Chinese chips: it demands them

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China is touring a path that has no going back. US sanctions and their allies prevent Chinese companies and public institutions that are dedicated to the development of models of artificial intelligence (AI) access the most advanced GPUs that design NVIDIA, AMD or brains, among other Western alignment companies. And in these circumstances the government led by Xi Jinping only has one option: minimize China’s dependence of technologies from abroad. In early October 2024 The administration arrived To the companies of Chinese a recommendation in which it asked them to use chips produced in China as much as possible. Ten months later, According to SCMPthis recommendation has become a demand. And it is that the Chinese government is already forcing data centers that belong to the State throughout the country to use at least 50% of Chinese integrated circuits on its servers. This scenario clearly favors a company: Huawei. Huawei has a unique opportunity, but also a monumental challenge Huawei invests more than $ 25,000 million annually in The development of your hardware for AIso presumably it will not take long to match the benefits of the GPUs produced by NVIDIA or AMD. 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 (Semiconductor manufacturing international corp). Nevertheless, Huawei faces a huge challenge that probably in the short term it will prevent you from satisfying the demand for chips for Ia from the Chinese market. In the middle of last June Jeffrey Kessler, the Undersecretary of Commerce for Industry and Security of the US Department of Commerce, He made this statement In Congress: “Our evaluation indicates that the production capacity of Huawei Ascend “Our evaluation indicates that the production capacity of Huawei Ascend by 2025 will be 200,000 units or less, and we foresee that the majority or all of that production will be delivered to companies within China.” This prediction about the production capacity of avant -garde chips for Huawei is sustained on an irrefutable fact: the mate of the integration technologies used by the Chinese manufacturer of SMIC semiconductors to produce the Huawei GPUs has a very wide margin of improvement. SMIC already has the ability to manufacture 6 Nm integrated circuits, and soon it can also produce 5 Nm semiconductors, but is limited by the performance of the deep ultraviolet lithography equipment (UVP) you have in your possession. It is meritorious that SMIC and HUAWEI engineers have managed to refine their integrated circuit manufacturing processes what is necessary to produce 5, 6 and 7 nm chips With ASML UVP teams, but a priori it is very unlikely that with these machines they will be able to go beyond the 3 Nm. And it is because the technique of Multiple patterningwhich is what they are using, imposes important limitations. A note: This strategy in broad strokes consists in transferring the pattern to the wafer in several passes with the purpose of increasing the resolution of the lithographic process. His problem is that he usually has an upward impact on the cost of chips and the decline in production capacity. For Huawei it is a big problem not to have the necessary technology to produce avant -garde semiconductors comparable to those who manufacture Intel, TSMC or Samsung, so it is working on the development of its own team of extreme ultraviolet photolithography (UVE). More information | SCMP In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

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

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The administration led by Donald Trump has realized that her predecessor and herself have made a very serious mistake. SANCTION PACKAGES that have deployed during the last three years To prevent China from doing with the most advanced semiconductor manufacturing equipment, and also with avant -garde chips for artificial intelligence (AI), have forced the Government of Xi Jinping to become independent of foreign technologies. The Chinese industry of the integrated circuits has advanced a lot during the last five years, and will surely continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give back to its Chinese clients Your GPU for IA H20as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. China is getting out of Nvidia The future of Nvidia in China is largely in the hands of the administration of the cyberspace of China, known as CAC for its English denomination (Cyberspace Administration of China). This institution is the main Internet regulatory body in China and is thoroughly investigating NVIDIA H20 GPU Because it suspects that this chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust to which he faces in China. There is a lot at stake. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income currently obtained in this country. The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their Chinese chip servers However, this is not all. Whatever the CAC verdict is a fact that the Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. In this scenario their best bazas are now Huawei and Moore Threads. The first of these companies has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcoming the performance of the chips A100 and H100 of Nvidia. His most ambitious proposal right now is the chip Ascend 910dwhich seeks to overcome the performance of the H100 GPU. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The H20 GPU space. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. It doesn’t impress, but it’s not bad at all. Image | Gage Skidmore | Wikipedia More information | Financial Times In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

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