“The Silk Road AI”

The CEO of NVIDIA has a mission: to get the US to allow him to sell his chips in China. Over the past few weeks, Huang has been taking advantage of every time a microphone is placed in front of him to warn about the dangers of this blockade. Their argument is that if China does not have access to NVIDIA chips, then they will make their own and create a new Silk Road with AI, thus expanding their influence around the world. The situation. NVIDIA is a key player in the development of AI due to the superiority of its chips, which in turn places it at the center of the trade and technological war with China. Broadly speaking, this is the sequence of events: The AI ​​route. The CEO of NVIDIA has been in Washington and has taken advantage of his visit to criticize the United States’ decision to continue blocking the sale of its most powerful chips. Huang has assured that by blocking NVIDIA, the US “has essentially given up the second largest AI market”, as stated in Nikkei Asia. According to its logic, the decision has left room for China to develop its own technology and make it reach the world, expanding its influence beyond its borders. The Silk Road Economic Belt. Huang has referred to this concept, which refers to the global infrastructure development strategy promoted by the Chinese government in 2013. In other words, a new silk roadbut with technology as a product. Thanks to this initiative Huawei managed to expand its 5G around the world and Huang fears that they will now do the same with AI. “They will undoubtedly spread Chinese technology as quickly as possible, because they understand that the sooner they arrive, the sooner they will build their ecosystem,” he assured. Huawei. It is the company that has the most possibilities of creating alternatives to NVIDIA technology. Jensen Huang has said of them that “they are one of the most formidable technology companies the world has ever seen. We compete with them (…) They are agile. They move at incredible speed.” Huawei is already trying achieve powerful technologies for AI, although they have not yet reached NVIDIA, but it seems that Huang sees that moment very close. Nuclear power. Energy has become the choke point for AI. Data centers consume a lot of energy and there China has a clear advantage; They have a more powerful infrastructure and also The government is subsidizing energy. Recently the CEO of NVIDIA already drew attention to this situation and assured that “China is going to win the AI ​​race” due to these subsidies. Now he has brought up the energy issue again, saying that the United States should “use every form of energy” it can and that the government “should try to accelerate the development of nuclear energy.” Interests. That there is a technological race for the dominance of AI is undeniable, but that catastrophic speech by Jensen Huang is better understood if we take into account that he is the CEO of a company, and what interests him is selling more products. China is not only the US’s competitor, it is also one of the largest markets in the world. Image | Wikipedia, Gary Lerude on Flickr In Xataka | Investing in data centers for AI is insane, and it’s going to get worse. much worse

China has always dreamed of a “Polar Silk Road” so that its ships reach Europe sooner. It is already a reality

Monday was an important day in Felixstoweone of the largest container ports in the United Kingdom. Towards the end of the afternoon, their workers saw the silhouette of the Istanbul Bridgea container ship loaded with lithium batteries and parts for the photovoltaic industry. In itself, the appearance of the Istambul did not represent anything new, the curious thing was where it came from or (more precisely) where it arrived: with its arrival at the docks of Felixstowe the ship completed a historic voyage of 20 days through the Arctic Ocean. Its journey to the British coast has allowed China to take a key step in achieving one of his big dreams: a ‘Polar Silk Road’ with Europe. What has happened? That China has achieved a milestone in maritime trade. Perhaps more symbolic than decisive, but still important. Late on Monday the container ship Istanbul Bridge arrived in the United Kingdom after a trip that had started 20 days before in Ningbo-Zhoushana very important port hub on the coast of the East China Sea. So far nothing strange. The key is that the Istanbul Bridge did not reach Felixtowe in the usual way, after detouring south to cross the Suez Canal and advance through the Mediterranean and the Atlantic towards Europe. No. He did it on the voyage that took the ship through northern waters, through the icy Arctic Ocean and the North Sea. AND that is relevant. Why is it important? The Istanbul, a ship with capacity for 4900 containers standard (TEU), 299 meters in length and flag of liberia (although in reality it has operated bound to the Chinese Sea Legend and Haijie Shipping) it is not the first ship that sails along what is known as the Northern Sea Route, but its voyage has had a special meaning. As remember CNNthe first ships loaded with containers began sailing through the Arctic more than a decade ago, but it is normal for them to do so on special and specific trips. The Istanbul Bridge has another approach. Since his departure from Ningbo-Zhoushan has been presented as proof that the northern route can be used as “a traditional line service”, with commercial stops. “It’s something we haven’t seen in the Arctic until now,” recognize Malte Humper, from the Arctic Institute. The ship took 20 days to complete its journey between China and the United Kingdom loaded with about 4,000 containers and its objective, beyond Felixstowe, is to unload merchandise in other ports in Germany, Poland and the Netherlands. As required According to the Chinese agency Xinhua, the ship was mainly transporting lithium-ion batteries and parts for the photovoltaic industry, goods that are sensitive to heat and in which delivery times are a strategic factor. And why this interest? Because the ultimate objective is not to stop at the feat of the Istanbul Bridge, but to promote the trade route known as “China-Europe Arctic Express”, an itinerary that connects first-class ports such as Ningbo, Shanghai, Qingdao, Dalian, Felixtowe, Rotterdam, Hamburg and Ganks. In fact even Ningbo Customs has referred to the expedition as “the official opening of the first China-Europe Arctic Express container route.” State broadcaster CCTV it is very clear in fact when referring to the voyage of the ship. In his opinion, “it represents the maiden voyage of the first Arctic express container route between China and Europe and demonstrates the commercial viability of the Northwest Passage.” High North News precise that at least for now the route will be seasonal and the shipping company Haijie Shipping plans a single sailing in 2025 (the navigation window is still limited and lasts a few months), but the company seems to have noted the interest of manufacturers and shipping platforms. e-commerce. Is it that interesting? Yes. And it is because its main advantage is speed. The container ship has taken only 20 days to complete its journey, two more than those initially planned. The reason for the delay was a storm passing through the Norwegian Sea that forced him to slow down. Despite this, it represents a notable time saving on China-Europe trips when compared to other much more established alternatives in the sector. As remember Xinhuathe China-Europe Express Railway requires 25 days of travel, transporting goods through the Suez Canal route requires 40 and doing so through the Cape of Good Hope 50. “Trade between China and the European Union has remained strong despite the volatility of the global trade landscape and having a third route, in addition to the traditional shipping corridors and the China-Europe rail service, will bring stability and inject new vitality into bilateral trade,” highlights Cui Hongjianfrom the China Institute of International Studies in Global Times. The Asian newspaper (linked to the Government) does not leave much room for doubt in its report on the Istanbul Bridge: “It represents an emerging international shipping artery of great value to optimize the global supply chain.” Why right now? For several reasons. The main one, because the Arctic of 2025 is not the same as the one of three, four or five decades ago. And it probably won’t be the same in the future either. As climate change progresses and ice fractures and melts, the Arctic is gaining interest as a navigable space. Nikkei assures that its loss has caused the number of ships accessing Arctic waters to have increased by nearly 37% while the total distance traveled has doubled. All in the last 10 years, according to the data managed by WWF. More factors come into play, the reinforced interest that the European market has gained for China in the midst of a tariff war with the United States or the challenges that maritime traffic has encountered in other latitudes, such as the Suez Canala key logistics point that has demonstrated its vulnerability. The northern route also offers extra advantages, such as considerable time savings for shipments destined for Christmas shopping in Europe and low temperatures. Are they all advantages? At all. Perhaps the Arctic has changed, … Read more

China has great plans with its “new silk route.” An unexpected corner of the world threatens to truncar them: Myanmar

China has too many open fronts. On the one hand, the Technological War With the West who is serving to boost your technology industry. On the other hand, the Commercial War which is making natural resources monopolize. Also his impulse to renewable energiesbecoming the main power and growing so much that their companies have beenNzarzado in a price war. To add more pepper to the matter, its great project of the new silk route encounters an unexpected enemy: a neighboring country at war since 1948. New Silk Route. For hundreds of years, the Silk route connected the Southeast Asia with the Mediterranean. It was a series of commercial routes open by China that not only allowed a trade between many countries, but a way of expanding their influence abroad. With the decline of China due to Opium wars Already new commercial routes, in the nineteenth century, the silk route passed to the background. In the 21st century, with the new Chinese economic splendor and the desire to recover that international influence, the country impulse The initiative of the new Silk route. In 2013, President Xi Jinping advertisement His intention to revitalize the old commercial ties between Asia, Europe and in North Africa, this being one of China’s most ambitious strategies. Milmillonaria investment. The advantages seem obvious. Currently, the vast majority of world trade depends on a few maritime routes. The Portenero ships They are a ‘cheap’ solution to transport tons of goods, but they depend on a few points of passage that, if they see interrupted its activity For any reason, They cause world chaos. With a land transport, not only another route is achieved to move merchandise, but you can shorten times. With a land transport from Southeast Asia to Germany, the merchandise would take about two weeks to arrive. With the same route by sea, time is dilated until just over a month. China, being the great producer of the world, has sought to increase its position with this rail transport, something for which you have had to invest Much money in infrastructure deployment and in route width adaptations with certain paths, such as the old Soviet lines with a different path width. HE esteem that this investment has been almost a billion of euros not only in a railroad, but in ports, airports, stations and other infrastructure. Criticism. Countries around the world They benefit of these investments promoted by China. Pakistan, Kazakhstan, Thailand, Malaysia or Vietnam have received important investments in land and maritime infrastructure. Russia has also improved its rail connections, improving trade between two countries (that they are needing so much). Italy and Greece have also received investments in ports. Egypt, more of the same with the strategy of the Chinese economic and commercial cooperation zone. And Panama also signed a agreement for the expansion of the train line (which just had fall After Trump’s arrival) It is one tremendous strategy both for sea and land that involves many countries and, as expected, it does not do it Too much grace. The reason is that they consider that it is a strategy from China to gain influence on developing countries, something that can play against US interests in countries, especially the Middle East, in which they have military facilities. Myanmar. The problem is that they have encountered a civil war. Myanmar, previously Burma, has been in crisis for two centuries. In the nineteenth century there were the Anglo-Birian wars, which continued in 1948 with the civil war of Myanmar. They achieved the independence of the United Kingdom, but their society was fragmented and a tremendous civil war that persists to this day began. Everything was intensified with the 2021 coup d’etat to overthrow the democratic government, which has led to a new war situation with millions of internal displacements in recent years. And, in that lack of lack of control, with internal struggles to control territories and commercial roads, China has encountered an important stumbling block in the development of its new silk route. Rare earth. China and Myanmar share more than 2,100 kilometers of border, being the Chinese province of Yunnan is the most affected. And the problem is that the presence of military groups and ethnic tensions is preventing China Agreements of the new silk route. The area, in addition, is rich in Rare earthsomething that China dominates and wants to continue controllingso the country is showing warm with the situation of its neighbors. China’s role. As we read in BBCChina did not want to get wet in this whole matter, which is now splashing. When the army gave the coup d’etat, Xi Jinping did not condemn him and continued to sell them weapons. However, he also did not recognize the military as the new heads of state. In fact, experts already consider that China is pressing so that things are again as before, not because they want to return to democracy or peace, but because they want to continue developing their commercial strategy. From the Myanmar regime it is suspected that Beijing is playing two bands supporting both the army and the rebels, who use Chinese weapons. But, the only thing China can do right now is to wait and press on both sides to achieve a peace agreement that allows them to continue with their businesses. Meanwhile, and as always, the people are the one who is suffering the consequences, with more than three million displaced and thousands of dead since 2021. Images | Rowanwindwhistler In Xataka | China has been building a megapuerto in Peru for eight years. It has just been released to revolutionize South America

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