NVIDIA

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

by

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

by

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

by

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

by

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

by

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

The one to get its new chip for AI with the Nvidia market in China

by

Until just a few months ago Nvidia monopolized some more than 90% of the Chinese chip market for artificial intelligence (AI), but after the entry into force of the last US sanctions package its leadership with all probability is being committed. The Chinese government is allocating a lot of resources to the development of Your own lithography teamswhich are those used to manufacture integrated circuits, and also to the tuning of their own Vanguard chips for artificial intelligence. As we told you last week, the US Department of Commerce It has imposed restrictions to the export to China of The H20 GPUand this in practice means that this chip presumably will not reach the Chinese clients of Nvidia. The company led by Jensen Huang is already paying it. His shares have fallen 6% and Nvidia has announced that this prohibition will cause a hole in its accounts of 5.5 billion dollars due to the commitments linked to the H20 GPU that the reserves of this chip had already acquired that it will finally not be satisfied. Huawei’s Ascend 920 GPU is ready to occupy the hole left by the H20 chip 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 Bytedonce. The interesting thing is that this situation puts Huawei in a tray the opportunity to increase its market share in its own market taking advantage of the fact that US government prohibitions are weakening Nvidia’s position. However, this Chinese company is doing very well in this market because invoices annually about 7,000 million dollars Only in China. Huawei invoices about 7,000 million dollars only in China Huawei 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 overcome performance of the chips A100 and H100 of Nvidia. According to some analystslike those of the Chinese company Ifly Tek, the gross power of its GPU equals that of the Nvidia chips, but they are still one step behind if we stick to its performance in a real -use scenario. In any case, Huawei was prepared to react to the regulation that prevents Nvidia from delivering its most successful GPU (in China) to its Chinese clients. And it is that only one day after the US Department of Commerce formalized its latest sanctions He has presented his GPU Ascend 920a chip for AI that is clearly intended to occupy in the Chinese market the gaps that the NVIDIA H20 GPU is going to leave. 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 presumably have 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 | Huawei More information | Digitimes Asia In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

It already has an alternative to Nvidia Cud

by

Nvidia’s greatest strength is not her hardware; it is CUDA (Compute Unified Device Architecture). And is that most of the projects of artificial intelligence (AI) that are currently being developed are implemented on this tool. This technology brings together the compiler and development profits 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 at the moment this last software dominates the market. And at the current situation it is a problem for the Chinese companies they want, as proposed by the Government led by Xi Jinping, stop using US hardware and software. For China to have an effective alternative to CUDA is crucial right now, and it seems that it is already ready. Moore Threads is China’s Nvidia Li Guojie, a computer scientist from the Chinese Academy of Sciences that is considered an authority in China, holds that the most advanced Chinese GPUs, such as chips Ascend 910 from HuaweiThey are comparable to the current NVIDIA solutions in terms of calculation capacity. However, this expert also defends that in the current circumstances for this Asian country it is crucial to break down all the barriers imposed by CUDA. “China must develop an alternative system to achieve self -sufficiency in AI (…) Deepseek has had an impact on the Cud that exceed Cuda“, Guojie says. Perhaps Cann manages to break down little by little and manages to impose himself finally, but while he persists to some extent the development of AI in China will continue to depend on the US. “We need to establish a set of software tool systems for controllable that exceed CUDA” However, Cann is not the only trick of the country governed by Xi Jinping. Moore Threads It is one of the Chinese companies that are dedicated to the production of hardware for which companies aligned with the interests of the US and its allies cannot sell software or advanced equipment. Although it is very young (it was founded in 2020) it has something very important in its favor: its founder is Zhang Jianzhong, former general manager of the Nvidia subsidiary in China, so it is evident that he knows well what he has in hand. Moore Threads has developed several GPU for AI applications that, on paper, rival some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The cards MTT S4000 and MTT S3000 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. It doesn’t impress, but it’s not bad at all. However, this company has something else: a software package with which the domain of CUDA seeks to break. He calls it MUSEis compatible with the range of MTT cards that I have mentioned a few lines above and incorporates a compiler, execution libraries, specialized libraries and code purification tools. However, this is not all. On paper its most attractive capacity for China is that it allows Reuse the code written in CUDAmoving it so that it can be executed About Moore Threads’ cards. It is difficult to predict what reception the hardware and software of this company will have in your country of origin, but there is no doubt that it is worth following the track. Image | Moore Threads More information | Moore Threads In Xataka | AI is the best thing that is happening to nuclear fusion. It is already accelerating the construction of Iter

The US suspects that Nvidia chips are arriving in China through Malaysia: it has decided to take action on the matter

by

The United States and China fight an increasingly aggressive commercial war. In this pulse, both have imposed export controls to protect strategic sectors. Washington focuses on the most advanced chips, While Beijin responds with critical minerals restrictions. They seem firm measures, but everything indicates that they are not being fulfilled to the letter. Chinese is avoiding restrictions. At the beginning of last year we learned that the popular liberation army He had managed to do with the most powerful NVIDIA GPUs, among which were the GPU A100 and H100. This was particularly relevant because the export of these products is prohibited by the US Department of Commerce. {“Videid”: “X8WLH9Q”, “Autoplay”: False, “Title”: “United States vs. China: The chips war”, “Tag”: “Webedia-prod”, “Duration”: “1611”} And they were not only the Chinese armed forces: also universities and research centers controlled by the government were using prohibited products. Washington believes that this has been possible by different ways, but concluded that the main channel were intermediary countries that collaborate with the Asian giant. First Singapore, now Malaysia. As The Economist points out, Singapore was one Of the countries that raised suspicions, simply because the figures did not square. In the last quarter of 2023, Nvidia multiplied by five shipments to customers in Singapore compared to the same period of the previous year, which suggested a possible detour to Chinese users. HGX H200, one of Nvidia’s most advanced products Now the focus is in Malaysia. According to Financial TimesThe United States suspects that many of the Nvidia chips enter the country end up in Chinese hands, avoiding current commercial restrictions. Given this scenario, Washington has begun to press the Malaysian government to control the trail of these latest generation chips. Tracking shipments is not so easy. The Minister of Commerce, Tengku Zafrul Aziz, has taken note of the requirement of the US and, he explains, has formed an interministerial working group to collaborate. However, he warns, that tracing chips shipments along the supply chain is not as simple as it seems and that it is a broad effort. Malaysia has become One of the great world epicenters of data centers, which explains the massive arrival of chips for the facilities that support companies such as Microsoft or Bytedance, the Tiktok matrix. According to Aziz, Washington is also promoting internal measures to reinforce control over the supply chain. In Xataka The general director of AMD is in China with one purpose: to snatch the AI ​​market to NVIDIA Waiting for results. For now, it remains to be seen if the pressure of the North American country will take effect. Malaysia has reasons to cooperate: a commercial retaliation could put its flourishing data centers at risk. Fulfill could simply be a way to protect your strategic position on the global technological map. The US does not want to give the arm to twist. The United States is doing everything possible to limit China’s access to avant -garde chips, mainly because of the Dual use risk: civil technologies that can also be applied in the military field. The concern is that these advances end up reinforcing the defensive and offensive abilities of the Chinese army. Images | Nvidia + Photoshop In Xataka | China and Russia are squeezing better than anyone the Nvidia GPUs thanks to a material need: they are vetoed (Function () {Window._js_modules = Window._js_modules || {}; var headelement = document.getelegsbytagname (‘head’) (0); if (_js_modules.instagram) {var instagramscript = Document.Createlement (‘script’); }}) (); – The news The US suspects that Nvidia chips are arriving in China through Malaysia: it has decided to take action on the matter It was originally posted in Xataka by Javier Marquez .

After triumphing with its chips for AI, Nvidia has set another disruptive technology: quantum computers

by

Nvidia’s bet for Quantum computers It is less and less shy. Jensen Huang, the co -founder and general director of this company, has announced A few hours ago at its annual developer conference that will open a laboratory expressly dedicated to Quantum computing research. It will be housed in Boston (Massachusetts) and will allow NVIDIA engineers to work side by side with the researchers at Harvard University and the Massachusetts Technology Institute (MIT). It will begin operating at the end of 2025. This strategic movement puts on the table with absolute clarity that Huang does not want to stay out of technology that will presumably cause a medium -term disruption. The most curious thing is that before formalizing the implementation of its new quantum technologies development laboratory, this executive has not let out the opportunity to retract. At the beginning of last January A few statements They caused a very abrupt fall of the actions of some of the companies that are dedicated to the development of quantum computers. “If you said 15 years you would probably be optimistic. And if you said 30 you would be pessimistic. But if you opt for 20 years I think many of us would believe it,” Jensen Huang argued At that time. With this reflection I tried to predict when the really useful quantum machines will be ready, and, therefore, capable of dealing with a very wide range of problems. But he has changed his mind. Just two and a half months later seems to be convinced that fully functional quantum computers will be ready much earlier. With the correction of errors of quantum computers in the spotlight Nvidia flirting with quantum computers is not really new. And is that He has been collaborating for more than two years With the Israeli company Quantum Machines. This company specialized in the development of hardware and software for quantum machines, and has been ready with NVIDIA a low -performance and high performance architecture that seeks to promote the progress of quantum computing. DGX quantum seeks to help researchers who work in the field of quantum computing to develop new quantum algorithms NVIDIA has contributed its CPU/GPU grace hopper system, a beast that is designed to execute applications of artificial intelligence and offer productivity at high performance computer scenarios, and also its open source programming model CUDA QUANTUM. His partner in this project, Quantum Machines, has been in charge of the integration and set -up of a quantum platform that, according to these two companies, is specifically designed to work in hybrid systems in which classical hardware and quantum coexist in harmony. The purpose of the DGX Quantum platform, which is what is called the hardware that these two companies have developed, is to help researchers who work in the field of quantum computing to develop new quantum algorithms. It may seem surprising that it is possible to use classic hardware to develop quantum algorithms, but it is something perfectly viable. In fact, this strategy helps to put quantum computing within the reach of many more researchers who can implement and test their ideas without having access to a quantum computer prototype. However, the DGX quantum platform also serves, according to NVIDIA, to calibrate quantum systems, control them, and even aspires to have a prominent role in the tuning of a correction system that allows quantum computers amend your own mistakes. Jensen Huang emphasized this idea during his GTC 2023 conference, and there is no doubt that It is a very attractive possibility. Extraordinarily attractive. And is that, As Ignacio Cirac explained to us In the conversation we had with him, the correction of errors will give us the opportunity to solve with quantum computers really significant problems. Image | Nvidia More information | Reuters | SCMP In Xataka | Quantum computers find it impossible to do nothing. It is a mystery that has scientists on alert

snatch the AI ​​market to Nvidia

by

Nvidia leads the GPU market to artificial intelligence (AI) with a shocking forcefulness, especially if we stick to training the great language models. According to the consultant Jon Pedie Research The company led by Jensen Huang controlled 90% of the market During the third quarter of 2024, and presumably their numbers will not have changed much since then. AMD reached a 10%quota during that period, so the presence of Intel in this sector is anecdotal. The sanctions that it has deployed The US government During the last two and a half years they prevent Nvidia from selling its GPU for the most advanced, such as chips H100, A100, H800 or A800. However, the GPU that at the time the US Department of Commerce does allow you to sell its Chinese clients is the H20 cut chip. And he is having a lot of success. In fact, its sales in the country led by Xi Jinping grow 50% quarter to quarter despite the delicate current situation. AMD wants a cake portion in China The Chinese government wants its technology companies to stop buying integrated circuits to NVIDIA. The step he took at the beginning of last October was merely informative, but, in any case, It was expressly addressed to companies that acquire GPU for AI with the purpose of recommending that they buy chips produced in China, and not the solutions of the Jensen Huang company. The current situation does not seem ideal for another American company to try to grow in the Chinese market Nvidia is losing competitiveness in China despite the good sales of her H20 chip. It is inevitable. And this GPU on paper is much less capable than The most sophisticated chips for the that Jensen Huang’s firm is currently selling. At the moment the Ministry of Industry and Information Technology of China has not officialized anything, but the administration led by Xi Jinping has restricted since last August the purchase of NVIDIA H20 GPUs by Chinese companies. On the other hand, Huawei has its own GPU for ia, The chips ascend tofor more than five years. During this period of time it has been refining them and increasing its capacities with the purpose of matching or even overcoming the performance of the A100 and H100 chips of Nvidia. This situation does not seem ideal for another American company to try to grow in the Chinese market, but this panorama does not seem to have discouraged Lisa her, the general director of AMD. And this executive is now in China. In fact, according to SCMP He has begun his visit by highlighting the role that his company is playing in the development of AI models of the country’s main actors, among which are Deepseek and Alibaba. Smooth his has remarked that THE INSTICT GPU of AMD are compatible with the models of AI of these last two companies in a clear attempt to Defend your position in the Chinese market. Besides, has pointed out which has observed a perceptible increase in the performance of Depseek models thanks to AMD hardware optimization. This statement is quite surprising if we take into account that Depseek uses Nvidia chips in training and huawei in inference. Whatever it will be interesting to verify how AMD hardware evolves for the Chinese market during the next months. Image | AMD More information | SCMP In Xataka | The Nvidia pulse and US administration becomes more virulent. The B20 GPUs for danger

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.