NVIDIA

He wants to charge a commission to Nvidia and AMD, and he doesn’t know if he can do it

by

In the middle of last April the US Department of Commerce imposed new restrictions to the export to China of the GPU for artificial intelligence (AI) H20 of Nvidia, which in practice caused this chip to stop reaching the Chinese clients of this company. After weeks of negotiations, and even, of several “face to face” Between Donald Trump and Jensen Huang, Nvidia has made the Department of Commerce allow him to re -give his Chinese clients its H20 chip. However, this permission has not left for free: hereinafter will deliver to the US government 15% of income which will obtain in China for the sale of this and other GPU. AMD has run this same luck, so there is no doubt that this Trump administration strategy establishes an unpublished precedent by forcing some US companies to deliver to the State a percentage of their sales income in another country. Nvidia and AMD have accepted this condition, but it is perfectly possible that it does not prosper. The export clause favors them. Not even the government is convinced that its strategy is legal In the current scenario it is surprising that the US administration has reached this agreement with Nvidia and AMD without making sure before what is pursued is legal. But it is just what has happened. Karoline Leavitt, White House spokeswoman, has made this statement: “At this time this agreement remains with these two companies, but could expand in the future to other companies (…) Legality and mechanics are still being resolved by the Department of Commerce.” The US government does not rule out a commission similar to that it wants to receive from NVIDIA and AMD to other companies As we have just seen, the US government does not rule out charging a commission similar to that it wants to receive from Nvidia and AMD to other companies, but it still does not have the legality of this agreement yet. And it is normal that it does not have it closed. Article I, section 9 of the US Constitution Says the following: “No tax or tariff will be imposed on the articles exported from any state.” This is the export clause that I have mentioned a few lines above. In practice, this article can cancel the collection of the commission of 15% to NVIDIA and AMD for three reasons. The first is that it is essentially an export tax, and, therefore, clearly violates this clause. In addition, the Export Control Reform Law 2018 specifically prohibits charging for export licenses. And finally, although it is not less important, this measure with all likelihood will be received as a tax by decree and without the approval of the Congress, which is the only power with the authority to impose taxes. Nvidia and AMD, on the other hand, have in their favor a precedent that can exempt them from paying the commission that the Trump administration wants to charge. In 1998 The US Supreme Court annulled a tax of port maintenance with which the government intended to tax the value of the burden that passed through US ports, including exports. That scenario was not very different from the current one. We will see if the Department of Commerce finally manages to legally cement the commission of 15% to NVIDIA and AMD. Image | Nvidia | Gage Skidmore More information | CNBC In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

The agreement with the US seemed to pave the way to Nvidia in China. Now is the Asian giant who begins to close the door

by

The agreement with Washington had allowed Nvidia sell again Your H20 chip In China. It was a door that opened after months of restrictions. Now, the Chinese authorities have begun to close it slowly: According to Financial Timesand Reutersthey have summoned Alibaba, Bytedance, Tencent and other companies to explain why they buy H20 instead of using local processors. The gesture is not symbolic, several of them are rethinking their orders, and the new scrutiny comes while Beijing encourages a prioritize domestic alternatives. Nvidia developed the H20 in direct response to the export limitations that the United States imposed at the end of 2023. For a time it was its star product for Chinese clients, until this year it was again blocked by a new Washington decision. In July 2025, the veto rose after an agreement with the Trump administration for Nvidia would transfer 15% of the income of some advanced chip sales in Chinaaccording to Reuters. That turn reopened the door, but also unleashed criticism in the United States for its supposed impact on China’s capabilities. A historical agreement that now faces resistance Authorities such as the Ministry of Industry and Information Technology, Mits, people aware of the situation, and the administration of the cyberspace of China, CAC, according to Reuters, have held meetings with companies such as Alibaba, Bytedance, Tencent and Baidu. They have asked them Why don’t they turn to national alternatives and have expressed their disapproval for the use of H20 in government or security areas. They have also raised doubts about the information that Nvidia asks to send to Washington for review. As a result, several companies have begun to reconsider their orders, according to Financial Times, although Reuters points out that it was not ordered to stop shopping. Concerns are not limited to preference for local chips. The Internet regulator asked NVIDIA to clarify whether H20 could involve risks for Chinese user data, including the possibility of “backdoors.” In this sense, Beijing has expressed concern for functions such as remote shutdown or location tracking. Nvidia, as we have seen before, He denies these capacities and argues that H20 is not a military product or for government infrastructure. According to Financial Times, Huawei, Cambricon and other Chinese manufacturers have increased their presence in the market since the H20 was subject to restrictions. Beijing has reinforced the message of technological self -sufficiency and encourage large platforms to opt for local suppliers. Now, it is no secret that the lack of access to advanced manufacturing equipment, Like the latest generation lithography, it is still an obstacle. Despite this, the demand for national chips grows thanks to political support and the need to reduce external dependence. But not everything plays in favor of the local giant Huawei. Great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs For its greatest performance and, above all, by CUDA, the parallel programming platform of NVIDIA that allows the most of its GPU for artificial intelligence and other complex calculations. Replacing it with alternatives such as Cann implies overcoming technical and compatibility barriers. Li Guojie, from the Chinese Academy of Sciences, warns that China needs its own tools that exceed Cuda to achieve self -sufficiency. The great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs. Bernstein, collect ftestimates that the market share of Nvidia in China will go from 66% in 2024 to 55% this year. In parallel, Trump has suggested that he could authorize a Limited version of Blackwell -based processorsthe most advanced of the company. In any case, Nvidia generated 17,000 million dollars in sales in China in its last year13% of its total income. In this environment, each regulatory decision weighs as much as the technological road map itself. What in July was presented as an advance for Nvidia has become an uncertain scenario. Beijing’s pressure, added to the impulse to national manufacturers, redefines the company’s possibilities in a market that was strategic for years. According to the aforementioned means, the outcome will mark not only the future of Nvidia in China, but also the way in which both powers manage artificial intelligence when politics, security and trade intersect. Images | Nvidia In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way In Xataka | China is an essential market for Nvidia. Little by little it is becoming something else: a nightmare

Huawei’s problem against Nvidia is that China’s own companies prefer to continue using Nvidia

by

Chinese companies that are dedicated to the development of large models of artificial intelligence (AI) 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 His 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 or Moore Threadsamong other Chinese companies. 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 prefer GPUs for NVIDIA because their 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). CUDA is the most devastating Nvidia weapon to continue leading in AI Hardware 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. “China must develop an alternative system to achieve self -sufficiency in AI” This declaration of Li Guojie, a computer scientist from the Chinese Academy of Sciences that is considered an authority in China, Express clearly how important are the tools that I just mentioned in the AI models development ecosystem: “China must develop an alternative system for achieve self -sufficiency in AI (…) Deepseek has had an impact on the CUDA ecosystem, but has not completely overcome it because barriers persist. In the long term we need to establish a set of software tool systems for the controllable that exceed CUDA. “ This is undoubtedly one of the great challenges that China faces in this area, and probably its best option is Cann. During the last five months Huawei has launched two GPU for Ia Very competitive and is about to take a very important step: Cann will position as an open source tool kit. Its purpose is, According to Eric Xu ZhijunRotary President of Huawei, “to accelerate the innovation of developers and get the chips of the Asce Family to be easier to use.” Xu Zhijun does not mention it expressly, but what his strategy pursues in the background is to increase the competitiveness of the Huawei ecosystem attacking Nvidia where he is stronger. In addition, it has already begun to discuss with the main actors of the AI industry of China, as well as with its business partners, universities and research institutions How to build your ecosystem Open source ascend. If this initiative thrives, and presumably will, it will represent a very important step forward on the road to China’s technological independence. Image | Nvidia | Huawei More information | Foreign Policy 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

Ukraine has opened the most advanced Drone Kamikaze in Russia. Now they know what the key to their power is: nvidia

by

For a while to this Ukrainian part has turned the opening of the different Russian drones confiscated or fallen in combat in the closest to research pieces to third parties. Thus they have revealed from hidden messages of the troops of Moscow, until The origin of the vast majority of technology components (with big surprises). It has also been known to what extent China is part of the war machinery. Now you have to add to a new and important actor: Nvidia. Drones with ia. We have gone counting: The drone war in Ukraine has entered into A new phasewith both sides competing for deploying systems endowed with artificial intelligence capable of Resist electronic interference and attack objectives autonomously. The chip. What has now known is that Russia, despite the sanctions that should prevent access to Nvidia hardware, has managed to incorporate Its powerful Jetson processors in several of the most advanced drones models, obtained by contraband in small lots and through third countries. These chips, fundamental in the development of AI due to their parallel processing capacity, allow to integrate advanced navigation, recognition and guided functions that increase lethality and reduce dependence on control links vulnerable to blockages. Nvidia and the technological basis. Nvidia, valued in more than Four billion dollars and around 85% of the global market From chips for AI, it produces both high performance units for data centers and Jetson compact plates for edge devices, including drones. The latter, low relative cost, They have demonstrated in competitions of 2021 and 2023 its capacity to defeat human pilots In FPV races, using only sensors and processing on board. The version Jetson Orincurrent standard in advanced drones, multiply by ten the power of your predecessor Tx2opening the door to autonomous navigation algorithms, detection of complex objectives and maneuvers such as swarm. Digital predators. In 2023 It was discovered that Russian drones Lancet, with 11 kg of weight and scope of 40 km, They used the Jetson Tx2 For automatic monitoring functions, increasing impact precision even if communication was lost. After an initial phase of problems in 2024, software improvements raised from 30% to 60% the percentage of impacts guided by AI. Forbes counted that the new generation includes three key models with Jetson Orin: the Shahed modified MS001that Combine Satellite navigation, thermal chamber and objective recognition; The V2Uof four wings and 40 km of reach, with navigation by comparison of land and sequential attack capacity in basic swarm, and the Tyuvika small version of the Shahed with 32 km of reach, designed to hunt moving vehicles and manufactured with commercial components. Capacities and limitations. The MS001, in addition to its autonomous navigation, can Identify and attack Objectives without depending exclusively on preprogrammed coordinates. The V2U, with a high -resolution camera, laser telemeter and digital modem, can Tour routes Looking for whites, although his discrimination is imperfect and has registered erroneous attacks. Your mode of teamworkdistinguishing drones by color marks and attacking in shifts, represents an advance towards the coordinated swarm. The Tyuvik, lighter, points to saturate defenses by low cost and mass production. In all cases, software and hardware are scalable and compatible between platforms, which allows to incorporate simultaneously the entire fleet. Strategic implications. No doubt, these advances bring the end of the drones not endowed with in high intensity environments. With software systems as Flir prism either Auterion Skynodenew functions (from air combat to advanced swarm) can be implemented quickly and with reduced costs. Hardware proliferation Like Jetsonaccessible in the global and difficult to control market, makes this technology “out of the bottle” and available for any state or non -state actor. On the Ukrainian front, where drone saturation marks the combat rhythm, the combination of flexible production, advanced AI and autonomous capabilities multiply the threat and redefine the balance in the Low Cota Air War. Image | UKRAINE MOD In Xataka | Ukraine has hunted an “invisible” drone of Russia. The surprise has been capitalized when opening it: it is “made in USA” In Xataka | Ukraine knocked a Russian Shahed drone and opened it. A hidden message has revealed Moscow’s advantage in electronic warfare

Nvidia and AMD can sell their chips from AI to China. The amazing thing is that to achieve this they will give the US a slice of 15%

by

Nvidia and AMD have agreed to yield to the United States a part of the income from the sale of certain AI chips in China. This pact unlocks the export of these components to the Asian country after months of uncertainty, but does so with that unusual consideration. The context. The US government It has been for years imposing all kinds of prohibitions to Chips exports and advanced technology from AI to China. The goal has always been avoid that the Asian giant could compete. The shot has come absolutely for the cylinder headand the advance of Chinese AI models –As Deepseek– And chips –Like Huawei– They show that this tactic has not worked. Nvidia and its H20 chips. To try to avoid those vetoes, Nvidia He developed his H20 chip with the intention of meeting the requirements of the US government – not selling its most advanced chips – and thus continuing to obtain income in China. They didn’t even solve the problem, and the US government prohibited the sale of that chip in the Asian country. A dilemma that also involved AMD. US has faced for months A apparently impossible dilemma: to sell Hardware from AI to China, or that of not selling it to him and that they develop them. AMD was also in identical situationabsolutely blocked to be able to sell their chips from AI to China, which meant a colossal problem for their global income, which are nourished with force of sales in China. Solution: Give me my slice. What has unlocked all this scenario has been, of course, money. In an unprecedented agreement revealed In Financial Timesthe US government will allow NVIDIA and AMD MI308 to export to China, but 15% of the revenues of these sales will go to the United States government coffers. Jensen Huang had already notified. The CEO of Nvidia, Jensen Huan, already warned that the blocking of the sale of its chips in China could cause A reduction of 15,000 million dollars In your income this year. The Asian giant represents 13% of the total income of Nvidia, but The sanctions They threatened the survival of this company (and AMD) in that country. A successful meeting. According to FT, the US Department of Commerce began to issue export licenses for the H20 Chips on Friday, two days after the NVIDIA CEO met with the US President Donald Trump. That meeting seems to have been the definitive After the theoretical initial agreement that both had reached less than a month ago. This had never happened. This “Quid Pro quo” is not preceded, FT analysts stand out, who point out that no US company had previously agreed to pay part of their income to obtain export licenses for their products. Even so, the pact follows the dictatorial position of President Trump, which In addition to its badly called reciprocal tariffs Does not to demand that companies manufacture the chips used in products that are sold there in the US, such as iPhone. The forecasts. According to analysts of the consultant Bersntein, Nvidia would have sold about 1.5 million H20 chips in China without exports controls. That would have meant revenues of about 23,000 million dollars, but now that figure is probably lower. Even so, it is expected that Chinese companies make great orders of both the Nvidia and AMD chips. A worrying precedent. Meanwhile, certain experts criticize this type of agreement. Liza Tobin, of the Jamestown Foundation, commented on how “Beijing must be gloating to see how Washington converts export licenses into sources of income. What will be the next one? Let Lockheed Martin sell F-35 to China in exchange for a 15 %commission?”. Image | Nvidia | Dominic Kurniawan In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way

David Reber Jr., CSO of Nvidia, on the remote off buttons in AI chips

by

What if an artificial intelligence chip could not come on if it is in the wrong place? That is the idea that begins to circulate strongly in Washington: demand that last generation GPUs include mechanisms that prevent its initialization If they have been diverted from their authorized destiny. The logic behind this proposal is simple – at least on paper -: If a chip cannot start, it cannot be used. But the involvement is much deeper. It is no secret that the United States wants to avoid at all costs that this technology ends up promoting Chinese arms development, and some legislators believe that control must be integrated directly into hardware. In that context, Nvidia, one of the main global manufacturers, has raised the voice. “They don’t have it. They won’t have it”: Nvidia’s official position The answer was swift. David reber Jr., Security Director of Nvidia, published a blunt message: “Our GPU does not have safety switches. And they should not have them. ”Reber defends that integrating such mechanisms into the hardware would be a strategic error, a risk of self -security and a direct threat to global confidence in American technology. “Permanently integrating a ‘Kill Switch’ into a chip is something completely different: a structural failure outside the user control and an invitation open to disaster. It is like buying a car and that the concessionaire is left with the remote control of the hand brake, in case one day you decide that you should not drive. That is not a sensible policy. It is an overreaction that would irreversibly damage the national interests and national security of the United States. It is not an improvised position. For Nvidia, opening the door to remote control functions is equivalent to creating permanent vulnerability, a weak point that could be exploited by hostile actors. The context is key to understanding the movement of Nvidia. During the last fiscal year, China represented 13% of company’s income, about 17,000 million dollars. However, those numbers are at stake. The successive US administrations have hardening chips export restrictions such as H100 either A100alleging national security motifs. Even so, Those chips continue to arrive in Chinamany times through unauthorized channels. And before that scenario, there are those who believe that the only way to cut the root problem is to introduce control at the silicon level. One of the proper names behind the most radical proposal is Bill FosterDemocratic congressman by Illinois and former particle. He is not a newcomer to the hardware world: he designed chips during his scientific stage and now leads a legislative proposal that I am looking formpon new technical requirements for manufacturers. Last May 6, Foster declared that his intention was Require US regulators the implementation of systems that allow tracking chips and avoiding their implementation if they do not have the corresponding export license. The bill was formally presented on May 15. Although remote deactivation does not explicitly mention, it raises the “implementation of chips safety mechanisms” as a way to detect cases of smuggling or improper use of advanced circuits. A law that does not say everything, but it hints almost everything THE PROJECT TEXT It does not come into technical details about how each mechanism should work, but it does mark a clear direction. It states that the chips covered by law – that is, those subject to export licenses— They must include “security mechanisms” able to help detect cases of smuggling or improper use. In addition, it requires that these systems cannot be deactivated or easily altered. The ambiguity of the text opens margin for interpretations, but makes clear an intention: that the control stops depending only on customs and begins to be integrated into the silicon itself. In any case, Nvidia’s position is not simple. On the one hand, it must comply with the restrictions imposed by the United States. On the other, he knows that losing the Chinese market would be a huge blow. Recently, H20 export was approved as part of a commercial agreement. However, its arrival to the Chinese market It has not materialized as expected: There are delays associated with obtaining licenses and the bureaucratic authorization process. While in the US it is discussed how to control the fate of the chips, China continues to advance in the opposite direction: develop their own. The objective is clear and not new: reduce the technological dependence of the West, especially in critical components such as GPUs. But one thing is the long -term strategy and another the current reality. And the reality is that China, for the moment, continues to need Nvidia chips, especially in full global career for artificial intelligence. Images | Nvidia (1, 2, 3) | Xataka with Gemini 2.5 Flash In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

After achieving what seemed impossible, Nvidia sees his future in China threatened by something terrifying: the bureaucracy

by

What is happening to Nvidia with the GPU to artificial intelligence (AI) H20 It is a real odyssey. Currently this chip is its best asset to protect its position in the Chinese market, but at the current situation it is not clear that the company led by Jensen Huang go survive In this gigantic Asian country. Interestingly, the beginnings of this GPU in China were extraordinarily promising because Their sales grew by 50% quarter to quarter since it arrived in this market in mid -2024. However, everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export to China of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. This news Nvidia’s shares sank 6% in the bag because I could no longer attend the commitments linked to the H20 GPU that it had acquired. At the beginning of July there was another unexpected turn of events. Jensen Huang met with Donald Trump and got something that seemed impossible: the trade department would allow him Sell again in China the H20 chip. Since then four weeks have passed and Nvidia continues to wait. He has not yet received the export license you need to sell this GPU in China, and, According to ReutersThe problem is that the Commerce Department is mired in the bureaucracy, which has originated a delay in the concession of export licenses that has not occurred for more than 30 years. The future of Nvidia in China is in the hands of the Chinese government This delay comes at the worst time for Nvidia. Among Chinese clients who have bought great amounts of this GPU, and that presumably plan to continue doing itare Tencent, Alibaba or Bytedance. But if the Department of Commerce takes much more the delivery of the export license to NVIDIA these commercial operations could be canceled. And it is that Jensen Huang’s company has another very important open front. The CAC is responsible for the censorship and control of the contents published in the network As We explain to you last weekthe administration of the cyberspace of China, usually known as CAC for its English denomination (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China and is responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. The problem that Nvidia faces now is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. At the moment the CAC has limited himself to questioning those responsible for NVIDIA in China and ask them to demonstrate that the H20 Chip does not represent a threat to the interests and security of the country led by Xi Jinping. As expected, Nvidia has immediately responded to the Chinese authorities and is collaborating to dissipate as soon as possible the doubts that loom about the H20 chip. According to SCMPthose responsible for the company in China have assured CAC researchers that the GPUs for the develops They do not incorporate any “back door” implemented to facilitate espionage by the US government. “Cybersecurity is of vital importance for us”, has declared A NVIDIA executive. “We have no rear doors in our chips that can give someone remote access or the ability to control them.” Probably during the next few days we will know how this conflict ends. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

The US hardened their restrictions for Nvidia chips not to reach China. So they are sweeping the black market

by

A few days ago Nvidia got what It seemed impossible: That the US government allowed you to sell your H20 GPU very soon to Chinese clients. It was an important turn in the Trump administration policy, which since April had raised his restrictions. Despite the hardness of the sanctions, the plan has had lagoons, according to an investigation of the Financial Times. What happened. The Financial Times has accessed sales contracts, to presentations of companies already involved in the industry and has drawn a conclusion: three months after Trump harden the export control, chips worth $ 1 billion were sent to China. In context, it is a huge figure, if one takes into account that Nvidia entered 17,000 million last year. The process began in May according to the Financial Times, when Chinese distributors began marketing GPU on which restrictions on data centers that work with Chinese Laboratories of AI weigh. The investigation points to something that the US already suspected: Many chips enter from Southeast Asia They are not any chips. The investigation reveals that Chinese AI companies are managing to acquire the GPU B200 of Nvidia, a beast that It already has a successorbut that is a candy to train models. And it promised multiply by four The performance of the desired H100 in MLPERF 4.1. The investigation also mentions the sale of other chips on which export controls weigh, such as the aforementioned GPU H100 and its successor, the H200. The price of a Rack Of eight B200 ready to use is approximately $ 489,000, and has dropped in price since they arrived in China in May. The difference with the sale that is authorized? An extra 50%. Publication in social networks announcing the sale of ASUS H200 racks. Image: Financial Times Nvidia’s position. The company has maintained a defense position to remain in China these months, and it is that this market supposed 13% of its global income. Jensen Huang has been praising the Chinese models of AI At a complicated moment for the company, in need of strengthening its complicity among Chinese companies while just selling chips. In full Dilemma for the US to sell or not sellHuang has placed the power of Huawei’s solutions at the height of the H200. A path full of difficulties. As Nvidia told Financial Times, buying chips clandestine is not something that allows expected yields. Mounting a data center with the GPUs is not just a process of installing parts, but about giving them service and support, something that the company does not supply to chips sold outside authorized channels. According to an operator of a data center, the export control does not prevent NVIDIA chips from reaching China, and what it does is create inefficiencies and “huge profits for intermediaries that assume risks.” Even so, a distributor recognized that “there is no shortage.” The effect of relaxation with H20. With the announcement of the permission to the marketing of the H20 to China, the sales of the B200 and other chips marketed in the black market have fallen, according to several distributors. The reasons are not clear, but buying Nvidia guarantees the aforementioned support as well as a more competitive price. Despite this, there are Chinese distributors announcing stock of the B300, which is not yet manufactured in mass. Image | Nvidia and Flickr In Xataka | The US machinery to win the “war” of AI to China is already underway. And it goes faster than expected

Nvidia cannot sell her most powerful chips to China for sanctions. So you have found a plan B: Risc-V

by

Nvidia has announced that Its CUDA platform will be compatible with RISC-V processors. He has done so during the Risc-V Summit in China and the chosen place is not accidental: this announcement clearly points to the Chinese market. For the first time, the technology that allows applications to communicate with the NVIDIA GPUs will be extended beyond ARM and X86, towards an open source architecture. Why is it important. CUDA It is the software that operates the Nvidia’s ecosystem. Without a CUDA, the GPU would lose much of their parallel calculation apacities. That Nvidia opens this technology to RISC-V It means that processors based on this open architecture can now serve as the main CPU in NVIDIA GPU systems. The background. The announcement, in addition to making in China, comes while China is accelerating its efforts to reduce its dependence of western processors. Nvidia can’t sell your most powerful models GB200 and GB300 to China for US sanctions, so in this way finds a way to maintain relevant Cuda in the Chinese market. Between the lines. There is a lot of geopolitical strategy in this decision: NVIDIA has been integrating RISC-V nuclei for years into its own GPU for low-level control tasks. Now it makes the jump to support RISC-V as the main processor. And that responds to a reality: if China is going to develop its own processors using open architectures, Nvidia wants to be there from the beginning. In detail. The configuration shown by NVIDIA shows a heterogeneous system: The GPU handles parallel loads. The RISC-V processor executes the CUDA controllers and the application logic. And a DPU manages network tasks. This architecture allows you to orchestrate GPU computations completely within the CUDA environment, something impossible so far with RISC-V. Deepen. Historically, Nvidia has behaved Cuda to each important architecture: X86, ARM, PowerPC and even Sparc de Sun. The company understands that it must be present from the first day on any platform that can take off in the business sector. With a value already exceeding 4 billion dollarsNvidia can afford to bet on all promising architectures. And now the movement positions RISC-V as a viable alternative for future designs of AI processors and high performance computing. If the stars align, other manufacturers could follow the example of Nvidia. And that would accelerate the adoption of RISC-V in data centers beyond China. Outstanding image | Wikimedia Commons In Xataka | On his way to the authentic quantum supremacy, China has set an objective: a “real” quantum computer before 2030

Nvidia says that China has the best open source AI in the world. These praises have a very clear intention

by

Jensen Huang, the co -founder and general director of Nvidia, is in China. At the end of last week He met with Donald Trump with the purpose of defending the interests of his company before an administration that has drastically restricted your business In the country led by Xi Jinping. During the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of Nvidia with a figure of about 17,000 million dollars. In practice, this Asian nation is the third best client of this company only behind the US and Taiwan. The decisions made by Jensen Huang during the last months clearly reflect that he is determined to defend your presence in this market. And he is doing it. A few hours ago he has made a statement during his visit to the International Exhibition of the China Supply Chain, in Beijing, which is worth not overlooking. Jensen Huang does not give stitch without thread “The models of artificial intelligence (AI) Open source of Deepseek, Qwen and Kimi are the best reasoning models in the world today. They are very advanced. ” Huang has pronounced These words during a talk with Wang Jian, the founder of Alibaba Cloud, the AI and cloud computing unit of this gigantic Chinese company. And this statement has not arrived at any time. Whether or not, objectively, the three models mentioned by this Executive are very competitive, as the reports of Demodazzle either Mediumamong others. The really interesting thing is that Jensen Huang has praised these Chinese models at a very delicate time for Nvidia. At a time when You need to strengthen your complicity with Chinese companies to which they have been selling their GPU for several years. Last week Jensen Huang got a promise from Donald Trump: Nvidia can sell again Your H20 GPU To his Chinese clients very soon. The reception that this chip initially received was very good even though its capacities are clearly lower than those of the other proposals for this company. Jensen Huang has praised these Chinese models at a very delicate time for Nvidia. At a time when you need to strengthen your complicity 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 Their sales grew by 50% quarter to quarter since it arrived in this market in mid -2024. Everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. During the next few weeks this GPU will come back to the facilities of Tencent, Alibaba or Bytedance, among other Chinese companies, but Nvidia will have it more difficult than ever. And is that Huawei, his main Chinese competitor, is being reinforced with great intensity. Only one day after the US Department of Commerce formalized its latest sanctions He presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps left by the NVIDIA H20 GPU. The GPU Ascend 920 will begin to be manufactured on a large scale during the second half of 2025 using 6 Nm integration technology that have presumably developed side with Huawei elbow and SMIC. The characteristics of this lithographic node have not yet been officially confirmed, but it will probably use the technique known as Multiple patterningwhich is the same one that SMIC is using 7 Nm chips. In addition, the GPU Ascend 920 will reach a 4 TB/s transfer speed for the memory subsystem thanks to the use of HBM3 chips. Image | Nvidia More information | SCMP In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.