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

In full struggle with the US for world supremacy, China has hit the 55,000 million table

The effort that Chinese lithography equipment is making to develop their own avant -garde machines is titanic. And, as expected, the Xi Jinping government is supporting these companies with multimillionaire subsidies. In fact, at the beginning of September 2023 he approved a game of no less than 41,000 million dollars Destined precisely to the companies that produce the equipment involved in the manufacture of integrated circuits. The achievements are already arriving, and are notable. SMIC and HUAWEI have opted, at least for now, for refining their lithographic processes and optimizing UVP lithography machines (deep ultraviolet) manufactured by ASML that they already have in their possession. Other companies, however, have chosen to develop their integration technologies relying on the new teams that Naura Technology, Amec (Advanced Micro-Fabrication Equipment Inc. China) or Piotech Inc. have taken to point. This is the path that You are following Yangtze Memory Technologies Co. (YMTC), the largest memory chips manufacturer in China. For China it is not a priority only the manufacture of integrated circuits China’s Ministry of Finance has confirmed that the general budgets of the country led by Xi Jinping for 2025 allocate approximately 55,000 million dollars to research in the field of science and technology, which represents a 10% increase compared to 2024. China only spends more money in the defense industry and the payment of interest generated by its debt. During 2024 this budget item was mainly allocated to the development of semiconductors, the artificial intelligence (AI) and space exploration. China needs to have its own UVE lithography equipment as soon as possible to produce avant -garde chips in an autonomous way The 2025 departure will essentially stop the same sectors that received a strong economic impulse of the State last year, but there is an important difference that is not overlooking. The integrated circuit industry received the support of the administration in 2024 and will receive it again in 2025. It is understandable that it is so. There is a lot at play. And it is that China needs to have its own extreme ultraviolet lithography equipment as soon as possible to produce avant -garde chips in a completely autonomous way and without US sanctions and their allies have any margin of maneuver. The other two sectors to which this budget item will go are the AI ​​and the Quantum computersso the industry that will presumably lose some economic support will be that of space exploration. The development of AI and quantum computers is crucial in full struggle with the US by world supremacy. In the country governed by Donald Trump he still carries the singing voice, although Deepseek It is greatly reinforcing China’s position. And as regards quantum technologies the latest milestones that this Asian country has achieved They allow you to look at you to the US. It will be interesting to verify how these strategic sectors evolve for 2025. Image | IBM More information | China Ministry of Finance In Xataka | China prepares the mate to the US: it will have its own UVE lithography team to make chips in 2025

Firefighters struggle to control large fire north of Los Angeles

CASTAIC, California, USA — Firefighters were trying to stay ahead of a huge, fast-moving wildfire that swept through rugged mountains north of Los Angeles and left more than 50,000 people under evacuation orders or warnings. The Hughes Fire began late Wednesday morning and in less than a day had burned nearly 16 square miles (41 square kilometers) of trees and brush near Castaic Lake, a popular recreational area about 40 miles (64 kilometers) away. of the devastating Eaton and Palisades fires that have been burning for three weeks. Although the region was under a red flag warning for critical fire risk, winds were not as strong as when those fires started, allowing firefighting aircraft to drop tens of thousands of gallons of fire retardant on the new fire. By Wednesday night, approximately 14% of the Hughes Fire had been contained. “The situation we are in today is very different from the situation we were in 16 days ago,” Los Angeles County Fire Chief Anthony Marrone said Wednesday night. (John Locher/Associated Press) (Café de Leche / Matthew Schodorf) Red flag warnings were extended until 10 a.m. Friday in Los Angeles and Ventura counties. Officials remained concerned that the Palisades and Eaton fires could break their containment lines as firefighters continue to monitor hot spots. More than 31,000 people have been ordered to evacuate from the Hughes Fire, and another 23,000 are under evacuation warnings, Los Angeles County Sheriff Robert Luna said. No houses or other structures burned were reported. Parts of Interstate 5 near the Hughes Fire that had been closed reopened Wednesday night. County police officers return to their vehicle after observing flames caused by the Hughes Fire along a road in Castaic, Calif.ornia, Wednesday, Jan. 22, 2025. (Ethan Swope/AP) A 48-kilometer (30-mile) stretch of the main north-south artery had been reserved for emergency vehicles, to move equipment and to prevent accidents due to smoke crossing the highway. Crews on the ground and in water-dropping aircraft attempted to prevent the wind-driven fire from crossing the interstate and heading toward Castaic. Marrone said since the winds were not as strong as they were two weeks ago, aerial crews were able to drop fire retardant on the south side of the fire, where the flames were moving. More than 4,000 firefighters were assigned to the fire, he said. Winds in the area were blowing at 67 kilometers per hour (42 miles per hour) in the afternoon. They had reached 65 mph (105 km/h) in some mountain spots by Wednesday night, according to David Roth, a meteorologist with the National Weather Service. Kayla Amara drove to the Stonegate neighborhood in Castaic to pick up items from the house of a friend who had run out to pick up her daughter from preschool. While Amara was packing up the car, she learned that the fire had dramatically increased in size and decided to spray the property with a hose. “Other people are also spraying their houses with hoses. I hope there is a house to return to,” Amara said as police cars raced through the streets and flames engulfed trees on a hill in the distance. Amara, a nurse who lives in nearby Valencia, said she has been on edge for weeks as massive fires devastated Southern California. “It’s been stressful with those other fires, but now that this one is close to home it’s just super stressful,” he said. To the south, Los Angeles officials began preparing for possible rain as some residents were allowed to return to the charred areas of Pacific Palisades and Altadena. The windy weather was expected to last through Thursday and rain could begin as early as Saturday, according to the National Weather Service. “Rain is forecast and the threat of mud and debris flows in our fire-affected communities is real,” Supervisor Kathryn Barger said during a news conference Wednesday morning. Firefighters spray water on the Hughes Fire in Castaic, California, Wednesday, Jan. 22, 2025. (Ethan Swope/AP) Fire crews filled sandbags for communities while county workers installed barriers and cleaned drainage pipes and basins. Los Angeles Mayor Karen Bass warned that winds could carry ash and advised Angelenos to visit the city’s website to learn how to protect themselves from toxic air during the latest Santa Ana wind event. Health Director Los Angeles County Public Prosecutor Barbara Ferrer warned that the ash could contain heavy metals, arsenic and other harmful materials. “Even brief exposure can potentially cause skin irritation and lead to more serious problems,” Ferrer said Wednesday, asking people to wear protective gear while cleaning. Low humidity, bone-dry vegetation and high winds came as firefighters continued to battle the Palisades and Eaton fires, which have killed at least 28 people and destroyed more than 14,000 structures since they began Jan. 7. The fence on the Palisades fire reached 70%, and the Eaton fire was at 95%. Luna said Wednesday that his department was still investigating 22 missing person reports from both fire zones. All of the people reported missing are adults, he said. The federal Bureau of Alcohol, Tobacco, Firearms and Explosives is investigating the causes of the fires but has not released any findings. Several lawsuits have been filed by people who lost their homes in the Eaton Fire, alleging that Southern California Edison equipment caused the fire. On Tuesday, a judge overseeing one of the lawsuits ordered the utility to produce data from circuits in the area where the fire started.

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