NVIDIA

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

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

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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

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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

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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

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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%

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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

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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

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