Nvidia is ready for the chip for the need to survive in China. Who is not ready to let him sell is the US government

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

The iPhone of the lipsticks is from Louis Vuitton and hope to sell them as churros: “Customers are excited”

The luxury market is going through one of its worst Financial crisis due to Strong sales adjustment behind him boom of sales that luxury brands experienced after the pandemic. Bernard Arnault has devised a master play to try redirect the bassist situation of LVMH and attract the interest of the wealthiest clients: a new luxury makeup range in which a scented lipstick will cost about 160 dollars. They hope to sell it as churros. Landing in luxury cosmetics. Louis Vuitton gets fully into the world of high -end makeup with the launch of Beautéa range that includes 55 tones of lipstick, in addition to balms, eye shadow palettes and a series of skin accessories to wrap them with monogram design seal. It is no accident that Louis Vuitton has chosen that they are 55 tones: 55 in Roman numbers is LV. Beyond the tonal ranges and glamor of the packagingFrom the first range of makeup of Louis Vuitton, the most attracts attention are its prices. A single lipstick will cost $ 160, $ 250 for a palette of eye shadows. The most faithful to the brand, in addition, can Complete your accessories With a mini trunk to save the lipsticks, stamped with the monogram design for 2,500 euros or a bag to carry the lipstick for $ 390. A high price as a strategy. Not everyone can pay 160 dollars for a lipstick so LVMH’s strategy is hitting the table to, such and As I recognized Pauline Brown, president of LVMH for North America to Yahoo Finance, strengthening her leadership. “There is practically no market for a 160 -dollar lipstick. Therefore, I think this was a strategic play to try to strengthen its position and leadership in the luxury market.” If we compare it with the products offered by its main rivals. A Dior lipstick, for example, costs about 47 dollars, Hermès lipsticks about $ 80, while one of Peau Beauté Clé It is sold for $ 113. This approach seeks to strengthen exclusivity for the Ultralujo buyer, not for the aspirational client. It is the same strategy that the brand has used in its leather and fashion products, which they have achieved endure the generalized downward trendin the face of the results that presented luxury brands, Like Burberrythat they had opened their catalog to more affordable products. Debate about the unattainable strategy. The luxury products They are not based on a rational criterion, but on feelings and perceptions. So it is difficult to advance whether the new range of luxury products will be a success or not. According to The report “The State of Fashion: Beauty V.2 ” Prepared by The Business of Fashion and McKinsey, 63 % of consumers do not consider that premium brands have higher quality than the most affordable brands, and 24 % of those customers have opted for cheaper products in the last 12 months. However, such and as they highlight in The Business of Fashionin the face of this practical vision, there is the purchase decision based on brand perception. Marigay McKee, co -founder of the Incubator of Violet Lab Beauty brands and former sales of Harrods and Saks Fifth Avenue assured that: “Vuitton has waited so long to offer cosmetics that customers are excited … the legacy is there. But the quality has to be present, not just the aesthetics.” Louis Vuitton and Apple. Cécile Cabanis, Financial Director of LVMH, assuredIn one of his latest presentations that “Vuitton’s strategy focuses on always offering the most sophisticated and higher quality product to retain the most important customers and get some others in the upper segment. So the goal is to continue recruiting the youngest generationand that is not about selling at low prices or making cheap products, but also using the vuitton’s DNA, DNA and attractiveness and replicating it in more accessible categories. “ In that context, Louis Vuitton’s strategy with this new product line is very close to what historically He has offered Apple In technology: a product with high quality perception, at a high price that reinforces the concept of “products value” above its price. Quality must be demonstrated. The presence of Pat McGrathone of the most influential makeup artists in the world at the head of the cosmetics of Louis Vuitton, guarantees that the collection is relevant for both the industry and for the most demanding consumers. Marigay McKee rememberthat the success of the new line is conditioned to its quality. “Louis Vuitton faces the experience of the best makeup artists in the world. There are those who pay for the brand image, but it cannot only be exaggerated advertising. The product has to live up to expectations, or will only have good sales in the launch”, but will not be able to maintain those sales for a long time. The cosmetics sector is very lucrative. While it is true that LVMH already has cosmetics specialized marks as Sephora, the global makeup market is so lucrative that it is tempting not to enter it with a high -end proposal. According to data published by Fashionunitedthe cosmetics market reached 43.6 billion dollars in 2024 and could touch the 46,000 million at the end of 2025. The projections by 2034 are even better. That is why, in his search for new folders for the luxury sector, Louis Vuitton will not miss the opportunity to open a hole in This expanding market. Maybe it starts like a 160 -dollar lip bar and then present more competitive ranges. It is the same as Apple with its most top iPhone, and then present The iPhone se or the Recent iPhone 16E. In Xataka | The new whim for Millionaires of Louis Vuitton recovers a concept of the nineteenth century: carry a bed in a trunk Image | Louis Vuitton

Labubu Humanity Bags are being small. So its creator already knows how to sell even more

Labubu have become a global phenomenon. In China alone, for 2024, they reached sales for about 355 million euros and, since then, their figures in the rest of the world They grow at a rhythm of 480%. To Spain too The fever arrived: The stores They ran out of stock and many buyers have had to resort to Wallapop or Vind, with the consequent Risk of falsifications. Pop Mart, the manufacturer of the stuffed animals, He has shot in the stock market After affirming the CEO Wang NO that its initial forecast of reaching 2.8 billion dollars in sales for this year can grow 50% to 3,580 million, something that, says “would be quite easy.” He would be able to double the income of 2024. And they have explained how they plan to do it: launching the “Mini Labubu“ From the bag to the mobile. With their rabbit ears and a very sinister smile, the labubu have conquered bags and backpacks of their buyers, after being popularized by influencers like Lisa, from the K-Pop Blackpink groupDua Lipa, Madonna, David Beckham or Kim Kardashian. Now Pop Mart wants to conquer something much more common and transversal than a bag: the smartphone. As the company explained, the Mini Labubu can be placed on phones, and will not take them to launch them. It will happen this week. The ‘Sonny Angel’ taught the way. The mobile accessories market is huge, but none explains so well the step that is going to give Pop Mart with the Mini Labubu like the ”Sonny Angel‘, those little “plastic angels” that after being created in 2004, are now glued to many mobile and even laptops of very young people from Spain after being a viral phenomenon in Tiktok. The key was the version ‘Hipper‘, designed to fit with the mobile and corners and frames of the screens and popularized by celebrities such as Rosaría or Victoria Beckham. And they took steps such as collaborating with covers of covers such as Casetify that show Pop Mart where sales can continue to grow once they launch the reduced size labubu. In fact, They already collaborate With brands such as Disney, DC, Marvel, Minions, Capcom, Garfield, etc. As explained in The Economist, China is now “Cool”and has everything to conquer Europe. Without supplying, but with a plan. Wang said that it is very optimistic for the company’s performance “in foreign markets”, and believes that “there is a very wide space for growth”, predicting that the sales of North America and Pacific Asia will match those of China in 2024. The problem is that Labubus’s production does not give to meet demand. This explains average resale prices of $ 121 (and up to 240 euros), compared to the 30 dollars that are officially sold. It is the same problem that Xiaomi also faces in China with The resale of su7but they are working on expanding the production capacity, and Yuan Junjie, president of the Pop Supply Chain Center Mart, states that produce 10 times more than in the same period last yearwhich translates into 30 million units per month. They plan to continue improving, with two new factories abroad and two in China. At the moment they have benefited from Getting with Labubus is an art. Image | Dushawn Jovic in Unspash and Pop Mart In Xataka | Most brands take decades to leave the “Death Valley.” Xiaomi has taken two electric cars

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

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

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%

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

Sell almost only electric cars

A look at the ten brands of best -selling electric cars in the world throws a devastating conclusion: China has no rival. However, if we had to make a list of countries where the adoption of “electric” vehicles has been an absolute success, more doubts would enter us. We know that Norway He is doing wellbut few expected the same of the nation that lives at the top of the planet: Nepal. Electric boom in the heights. I told this week The New York Times. In the midst of road chaos of Katmandúwhere motorcycles, buses and taxis fill the narrow streets with noise and smoke, a silent revolution is underway and reaches all the corners of the country: electric vehicles already They represent 76% of all passenger cars sold in Nepal and about half of light commercial vehicles. Just five years ago, that figure was practically non -existent. The country has thus become one of the world leaders for adoption of electric cars, only surpassed by cases Like NorwaySingapore or Ethiopia, and far ahead of the most developed economies, where the global average quota Round 20%. This vertiginous change is the result of a Combination of factors: State subsidies policies, the use of the abundance of hydroelectric energy and the proximity of China, the greater producer Electric World. Policies and clean energy as an engine. Nepal’s bet for electricity did not arise from nothing. After the 2015 border crisis With India, which suffocated the import of oil, the government decided to strengthen energy security through Great investments in hydroelectric dams and transmission networks. This managed to eradicate chronic blackouts and offer cheap and non -polluting energy. The following logic was to transfer that resource to transport. To reduce electric vehicles in a country with a GDP per capita of just $ 1,400the Executive reduced import taxes to A maximum of 40%compared to 180% applied to combustion cars. In addition, one promoted one Recharge infrastructure When installing 62 state stations and allow hotels and restaurants to add thousands more thanks to almost null tariffs and subsidized electricity. He result: Repositing a gasoline car cost fifteen more than loading an electric one, creating an immediate economic incentive. A load station in Nepal The Chinese impulse. The electrical revolution could not be explained without the China’s thrust. Brands like ByD broke into Nepal With adapted models to the mountainous roads and prices that left behind Indian competition. In a few years, distributors Like Yamuna Shrestha They went from being marginal visionary to manage dozens of dealers and thousands of sales. Consumers, tempted by high performance cars at half -priced than a tesla, They launched the purchasewhile traditional brands such as Suzuki or Tata are forced to electrify their catalog or lose the market. He Times told examples Of individuals, such as a former policeman who acquired an electric minibus to operate a line between Katmandú and Janakpur, discovering that they can cover loans and obtain stable profits in less than five years, despite the still limited load network. Risks of setback and doubts. Success, however, is not guaranteed. The reason? Nepal has had three prime ministers in five years and each change of government Alterate priorities. The Central Bank recently doubled the Initial payment required For the purchase of an electric, the State begins to raise tariffs to compensate for the loss of fossil fuel income and there is still no national battery recycling plan. The fear that defective vehicles of minor Chinese brands damage confidence in the sector also worry about dealerships, who ask for Quality certifications independent. For Some analystseverything will depend on the policy maintaining the stability of the incentives and a long -term vision is consolidated. The challenge of public transport. However, and despite progress in private cars, most Nepali It does not have a car and depends on motorcycles and polluting buses. The electrification of this segment is key if the country wants to clean the air of its cities. The State has acquired 41 electric buses For the public company Sajha Yatayat, but experts estimate that they would be necessary at least 800 to offer a real alternative to individual vehicles. China already offered to donate 100 more units, in a movement that combines diplomacy and market, and that Nepal accepts without qualms. However, low public transport prices (about 36 cents for longer journeys) make it difficult to finance large fleets. The solution would go through a metropolitan authority that reorganizes traffic and prioritizes collective transport, although its creation continues blocked by political disputes. Future under construction. In short, Nepal has become a very unexpected Global Laboratory Of electric transition, demonstrating that a developing country, with successful policies and clean energy available, can advance faster than powers. The challenge is possibly sustaining the impulse in a context of political and economic fragility, while extending electrification beyond private cars towards mass transport and motorcycles. As A former director affirmed From Sajha Yatayat, the Katmandu Valley is “waiting for someone to turn the key.” If that key remains firm, in just five years Nepal could completely transform urban mobility and become a Electrification Model For the developing world. Image | Sergey Ashmarin, Snow 977 In Xataka | A rapid look at the ten best -selling electric car brands in the world gives a dramatic conclusion: China has already won In Xataka | The EU is still determined to jump into the electric car. And his plan goes through copying the most successful country to date: China

Sell tickets a year earlier

It is inevitable: each new premiere of a film directed by Christopher Nolan is more than the essential cinephile event of the year. It is a cultural event. And so It will happen again with ‘The Odyssey’the epic adventure film inspired by Homer’s classic stories and that a year before its premiere has managed to raise an expectation never seen before. Everything is part of a carefully drawn plan. Odysseus & co. The only announcement of ‘The Odyssey’ already put expectations in the clouds: Christopher Nolan, the director technologically more advanced of the momentwill adapt a very classic adventure, a founding story of epic stories, and whose footprint in world culture is unbarkable. I was going to decorate it with a cast, as always in his cinema, of consecrated stars (Matt Damon, Tom Holland, Anne Hathaway, Zendaya, Lupita Nyong’o, Robert Pattinson, Charlize Theron, Jon Bernthal …). Produce Universal againwith whom he already worked at the Oscarizadísima ‘Oppenheimer‘And the premiere is scheduled for July 17, 2026. A year earlier. To stand this strategy, Universal put tickets on July 17, a year before the premiere of the film already knowing that Nolan’s name is more than enough to sell ‘The Odyssey’, without the need for trailers. They are the passes for the first weekend, in the Exclusive 70 mm IMAX formatthe preferred by Nolan. The tickets sold out in a single day and, of course, it did not take long unleash speculative feverwith resale of up to 200 pounds in London (a phenomenon that Nolan already knows: It happened with ‘Oppenheimer’). A bold bet. The typical marketing of the great productions, especially those of the expected summer premieres, usually starts from 4 to 6 months before the premiere. Nolan has skipped the norm bending that period of time and in a format that also knows that it is exclusive (in Spain, for example, There are no cinemas that project in this format). 95% of the tickets sold out in minutes, generating 1.5 million dollars of benefits… before the film has finished its production. IMAX, the future. A few days ago, BBC linked success From this universal marketing operation to the previous success of a Warner movie, Ryan Cogler’s vampiric adventures’The sinners‘. The director expressed on numerous occasions your love for the IMAX format And the film became a success in that format. According to BBC, this semi-lain success could have encouraged Universal for this early sale, relying on support without palliative that Nolan has always made the format. An excellent Timing To claim the formats in the room, now that it is clear that the recovery of pre-pandemic box office figures It may never come. Nolan, for elites. Nolan is still a RARE Av Inside the cinema. You can afford to make the movies you want: Science fiction would be With Kubrickian left to continue his trilogy about Batman, and after that, more twisted science fiction and a biopic without fantastic elementsand then refer to this new classical epic epic. And they will always be successes. But if other directors dared to experiment with their same approaches, tones and topics, possibly the box office would not accompany them, Seeing public preferences. Nolan is an isolated phenomenon, and that is why the following steps of the industry so that the public goes back to the rooms must be extremely careful. Christopher Nolan’s eternal paradox: razes at the box office, success after success even one year in advance, but that does not mean anything. An islet in a sea of sequelae. Image | Gtres – Warner In Xataka | After fifteen years of its premiere, this classic treasures a record: the highest grossing science fiction film without being a saga

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

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

US faces the dilemma impossible to or sell hardware to China … or not sell it to them and develop it themselves

The United States is at a historic crossroads in regards to sell GPU to China. And not only does it have to do with the economical and with which Nvidia swells his income statement, which calculates that it will be 15,000 million less this year If you follow the prohibition of selling your avant -garde chips. It has to do with the future of the artificial intelligence (AI) and technology. The context. Nvidia has achieved something that seemed impossible: that Trump’s government let him market again His H20 chips in China. Although the GPUS were Designed to skip restrictions that fell on the H100 and H200, the United States added New restrictions in April. They paralyzed exports to China even though there were already agreements with Customers such as Tencent or Alibaba. With the relaxation of measures, Nvidia and its accounts breathe relieved, but the United States still has to make difficult long -term decisions. The United States plays it … do whatever. The United States can gain time compared to China limiting the sale of avant -garde chips, as it has been doing. However, this implies that their companies win less money, greatly reducing their global turnover. And is that the Chinese market, in 2024 and with restrictions, It was 13% of Nvidia sales. In addition, the world uses NVIDIA GPUs almost as the only option has advantages: that the North American country controls the entire Stack technological used to train IAS and to execute the expensive inference, fields that Google also dominates with its tpu. China at the height. Huang himself, in a recent interview with Bloomberg, said that the power of the technology developed by Huawei is “Probably comparable to an H200“From Nvidia, superior to H20. And they want to market it outside their borders, an intention that has motivated a offensive by the US to prevent China from exporting its chips to other countries. If exports do not find clippers, Chinese laboratories can continue focused on their plan: give away the thinking of the next decades and create global dependence. If you cut it, it already has good examples of what happens: The shot of the sanctions has come out of the cylinder head, A gift that cannot be allowed again. A fearsome potential called Huawei. The possibility that Huawei becomes a huge opponent for Nvidia raises a huge loss of income for the US company. Just against that are Fighting already from the American government: Cut Huawei’s wings into the global market before it is competitive. Huawei has already had time to develop his chip Ascend 910d and 920with SMIC as a great ally. He Historical Mate 70 processor He showed that Huawei usually gets what he pursues. And according to Huang, if China wants military autonomy with AI, You will have to develop your own technologybecause for this task, they cannot trust American developments. A Deepseek moment in hardware … inevitable? All this leaves us the unknown if in hardware we can see A moment Deepseek. China would not have to potentiate Nvidia’s proposal, as Deepseek R1 did not exceed O1 in reasoning, but yes, Through ingenuity and new paradigmsdifferentiate in aspects such as price or efficiency. Arrive on time. The big question that can be asked about NVIDIA in China is whether the approval to sell again the H20 arrives on time. According to Reutersthe beginning of the massive distribution of Huawei 910C was set for May. According to the news agency, the Chinese giant graphics card achieves performance comparable to that of NVIDIA H100 thanks to combining two 910b processors with advanced techniques. More software is needed. Huawei can have the hardware, but unlike what he has achieved in inference, where in theory Yes are at Nvidiayou have to prove to be able to compete in training software. This is something that could do by the hand of Moore Threads. If the United States wants to maintain its technology as the global standard for Ia, it must hurry. As the analyst Paul Triolo told Reuters, the restrictions at April H20 were going to mean that the Huawei Ascend 910C became “the hardware chosen by the developers of AI models (Chinese) and to display the inference capacity.” Image | Nvidia | Dominic Kurniawan In Xataka | China’s three master moves to “independent” technologically from the West: raw materials, chips, AI

That the US government let him sell his H20 chip again in China

If the US government maintains the prohibition of sale of avant -garde chips to artificial intelligence (AI) To China, Nvidia will enter this year 15,000 million dollars less. This is What he holds The company led by Jensen Huang, and is certainly the argument that this executive resorted during his meeting with Donald Trump last week to expose The complex scenario facing Nvidia. And it worked. May sell Your H20 GPU To his Chinese clients very soon. 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, the country governed by Xi Jinping is the third best client of this company only behind the US and Taiwan. However, SANCTIONS TO CHINA which is deploying the US government threatens Nvidia’s survival in this Asian country. Currently this company cannot sell its chips to its Chinese clients for the most advanced. Nvidia is determined to survive in the Chinese market at any price The reception that the Chinese clients of Nvidia initially gave to the GPU H20 was very good despite the fact that the capabilities of this chip are clearly lower than those of the other proposals for 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 their limitations their sales in China grew by 50% quarter to quarter since it reached 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 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. NVIDIA has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again Among the Chinese clients who had bought great amounts of this GPU, and who presumably planned to continue doing it, were Tencent, Alibaba or Bytedance. Finally, as we have anticipated in the holder and the first paragraph of this article, Nvidia has made the Department of Commerce review its regulation and allow you to sell the H20 GPU in China again. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Pray a statement from Nvidia. However, this is not all. And in June the Taiwanese manufacturer of TSMC semiconductors, The Major on the Planetbegan the manufacture of a new GPU for NVIDIA with the latest generation Blackwell microarchitecture. Presumably this is the chip with which Nvidia aspires to maintain her domain in the Chinese market. Of course, before being able to send these GPU to China, the company led by Jensen Huang will have to receive the approval of the US Department of Commerce. What we know at the moment is that this chip for AI will be less capable than the H20 GPU, as is logical, and also that its price will move between $ 6,500 and $ 8,000. For domestic users it is a lot of money, but in the field of professional GPUs for AI it is a moderate price. In fact, the H20 GPU costs between $ 10,000 and $ 12,000, so it is evident that Nvidia wants to protect the competitiveness of this chip to prevent Huawei, Moore Threads and other Chinese companies and other Chinese companies to snatch a juicy portion of this market. 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

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