survival

US and China governments threaten their survival in a crucial market

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China is a very important market for Nvidia. During the last fiscal year, which expired on January 26, 2025, this Asian country represented approximately 13% of total income of the company led by Jensen Huang with a figure of some 17,000 million dollars. In Chinese practice it is the third best client of this company only behind the US and Taiwan, but The steps that the Trump administration is taking They threaten their survival in this market. 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) H20what in practice caused this chip to stop arriving at the Chinese clients of this company. After weeks of negotiations, and even several “face to face” between Donald Trump and Jensen Huang, Nvidia has made the Department of Commerce allow her to re -give her Chinese clients her 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 AMD has run this same luck, so there is no doubt that this Trump administration strategy establishes an unpublished precedent by forcing some US companies to deliver to the State a percentage of their sales income in another country.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 has been dealing with Sale prohibitions in China Of most of his chips for AI, and has now been forced to fit this new blow. The US government ensures that he is protecting his interests and the security of the nation, but along the way he is also promoting that China develop their own technology at a vertigo speed. It is a full -fledged form of Autoboicot. The loss of confidence of the Chinese government has fired Nvidia alarms 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. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income obtained in China 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 In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

His survival in China right now hangs from a thread

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This time the joy has lasted little to Nvidia. Finally, like We explain to you on July 15the company directed by Jensen Huang has made the Department of Commerce review its regulation and allows you to sell The GPU H20 for artificial intelligence (AI) in China. “The US government has assured us that licenses will be granted. We hope to start deliveries soon,” Nvidia said In a statement. The H20 chip is very important for Nvidia because it has opened the doors of the Chinese market again. The reception that Chinese companies initially gave to this GPU was very good despite the fact that the capacities of this chip are clearly lower than those of the other proposals for this company. In fact, the US Department of Commerce allowed its sale in China because this integrated circuit fulfilled the restrictions that had imposed. And despite its limitations its sales in China 50% quarter to quarter grew Since he arrived in this market in mid -2024. The administration of the cyberspace of China is investigating Nvidia Surprisingly this scenario He has put Nvidia in Añuro. And, once again, the reception of the H20 GPU in China is being so good that this American company has run out of units. According to ReutersNvidia has commissioned TSMC for the manufacture of no less than 300,000 units of this chip to be able to respond to the current demand from China. Blessed problem. However, the company’s engineers have been working on A new GPU with Blackwell microarchitecture The latest generation that is intended to occupy in China the place of the H20 chip. Cyberspace administration is the main Internet regulatory body in China Anyway, everything is not going well for Nvidia. And it is that the administration of the cyberspace of China, usually known as CAC for its denomination in English (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China. It is mainly responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. However, this is not at all the first time that the CAC makes noise in the West. And is that on March 31, 2023 launched an investigation as its purpose audit Micron Technologythe largest American memory chips. On this occasion, the CAC has decided to investigate Nvidia because it suspects that the H20 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. At the moment the CAC has limited himself to questioning those responsible for Nvidia in China and ask them to demonstrate that the H20 chip It does not represent a threat to interest and security from the country led by Xi Jinping. At the moment we do not have much more information, but presumably Nvidia will do everything in your hands to guarantee your survival in the Chinese market. After all, during the last fiscal year, which expired on January 26, 2025, China represented approximately 13% of total income of the company led by Jensen Huang with a figure of about 17,000 million dollars. Image | Nvidia More information | Nikkei Asia | SCMP In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

There have always been people preparing for the Apocalypse. The difference is that they now include AI in their survival kits

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For years there are people preparing for a nuclear war, for the end of the world, or For both. They are called ‘Preppers‘, that at times like the recent Spanish blackout They feel claimed. The movement is mutatingand as Mit Technology Review collects, the needs and possibilities of 2025 leave us people doing and proposing Collect Artificial Intelligence Language Models (AI) to save them in a USB pendrive. A good tool for the end of the world. The engineer Simon Willison, known for being the creator of the Django web development framework, has A plan For a future dystopian: keeping open artificial intelligence models, you can execute them at home if collapse civilization. In this way, even without internet access, it would be possible to continue accessing the enormous human knowledge located in its pesos. To carry out something like that, there is no need for resources beyond the reach of the homes of the homes. Today, there are already AI models that can be executed at home, Even in smartphones. Even something as powerful as Deepseek can work on our PCprovided we use a small version, the ‘distillate’ of 8,000 million parameters. As Share Evan Hahnthe Chinese Qwen 3 model, in its 600,000 parameters version, can occupy the ridiculous amount of 523 MB in our storage. With only 2 GB, we can download call 3.2 in its version of 3,000 million parameters. A powerful but “economical” team like a Mac Mini M4 can run models capable at home. An alternative to something more traditional: all Wikipedia. Download all the wikipedia To read it without connection, it is something possible with different options, and something equally useful in an apocalyptic scenario such as the proposal. Hahn has included what he would occupy with the great open language models, and using little space, enough information can be stored. With 356.9 MB we can access the 50,000 best articles in Wikipedia. And with 57.18 GB, which fit perfectly in a modern pendrive, we can have in our possession all the Wikipedia available in any language. Occupy less than half of the space, we can have QWEN 3 of 32,000 million parameters and Deepseek R1 of the same size. Limitations. Using artificial intelligence at home to have access to the knowledge of the world sounds very good, until not so much. Simon Willison himself told Mit Technology Review to use the local AI models “is like having a strange, condensed and defective version of Wikipedia.” The reason is simple: the models are trained with data available on the Internet, to the point that the AI bots are putting the future of Wikipedia at riskHowever, these models do not faithfully reproduce all the information when we enter Prompts o Indications to ask about a specific topic. The hallucinations problem. Not only are they confirmed by actors such as OpenAi, but for them we know that models such as O3 and O4-mini They hallucinate more than their predecessors. According to Jensen Huang, we need much more powerful hardware So that this phenomenon of AI disappears, and of course, it is not hardware that we have at home. In addition, small models executable at home, being very small versions in size and memory used, toThey look more. And more limitations. In our tests executing local AI models on smartphones, The results are irregularalthough promising. In that sense, Apple itself will open in iOS 26 his AI to any developerso that they can execute it on the device itself. Beyond the quality of small and local models against the gigantic Grok 4, O3-PRO either Claude 4 a ‘prepper’ plan with pendrive has more limitations, and is to trust such a unit for a situation that requires, above all, reliability. These USB units are not designed to last more than 10 years. If they have poor quality NAND chips, they can even stop working without use. And that is why there are companies like Machdyne UG, which has created a pendrive that It lasts 200 yearsor so they promise. Of course, even if I achieve that longevity, it has an 8 kB capacity, which only gives to save some text. If you want to store almost all the knowledge of humanity, it is best to think of a lasting environment in optimal conditions. And then, think about major disasters. Image | Antonio Sabán with Ia In Xataka | AI is one of the most advanced technologies that the human being has built. It also gets distracted with a cat

Samsung’s survival in the chips industry is in the hands of its 2 nm technology

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2025 will be the year of 2 Nm semiconductor. The three largest manufacturers of integrated circuits, TSMC, Intel and Samsung, will start the mass manufacture of these chips before the end of this year, but The starting position Of these three companies it is very different. Taiwanese TSMC leads the semiconductor production market with A fee close to 60%has a well -assorted and stable client portfolio, and Your accounts are enviable. Intel and Samsung, however, are in a much more compromised position. The American company currently led by Lip Bu-Tan is trying overcome a very bad economic streak reducing their expenses and developing its technology with the purpose of increasing its competitiveness. Samsung, meanwhile, is also going through a complicated stage, as we are about to check. In any case, for these last two companies Its 2 nm technology It is his real lifeguard. Good news for Samsung: has reached a 50% wafer performance in 2 Nm These statements made in the middle of last March by Han Jong-Hee, Samsung general co-director, They diagnose with precision What is happening to this company: “First of all I sorry for the fact that the performance of our actions has not met their expectations. In the last year our company has not correctly responded to the semiconductor market for artificial intelligence (AI), which quickly evolves. “ “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to boost great innovations or assume new challenges” This Mea guilt It is aimed at the company’s shareholders and expresses that the directive dome recognizes not having made the right decisions in recent years. “Our technological advantage has been compromised in all our businesses. It is difficult to see that efforts are being made to Promote great innovations or assume new challenges. There are only attempts to maintain the status quo instead of generating disruptive changes “, Pray an internal statement Written by Jay Y. Lee, the president of the company. However, this is not all. Samsung has led for more than three decades the industry of integrated dram memory circuit LEADS THE HBM Chips Market so much (High Bandwidth Memory) that work side by side with the GPUs for the The one of the DRAM memories. In current circumstances it is evident that Samsung needs to trace as soon as possible. And it seems that it is in it. At the beginning of 2025 several South Korean media anticipated that Large scale manufacturing of 2 nm chips It had already begun In the company’s South Korean plants. However, this does not mean that Samsung already has everything tied. Chips manufacturers need the candle performance of their avant -garde nodes is at least 70%and, according to the South Korean newspaper Munhwa Ilbothis company currently moves in the range of 40 to 50%. There are still more than seven months to finish 2025, and presumably Intel and TSMC still do not produce integrated circuits in a massive way Your nodes 18a and n2 respectively, so in theory Samsung carries a positive inertia. We will see what happens finally, but there is no doubt that this year we will bring us strong emotions in the scope of the semiconductor industry. Image | Samsung More information | Munhwa Ilbo In Xataka | This is the chips war: a former SK Hynix employee is suspected to deliver stolen technology to Huawei

The six basic technologies that we recommend for your own “survival kit” before a blackout

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On March 26, the European Commissioner for Crisis Preparation and Management shared a video in which he detailed the elements that should include A Survival Kit. Yesterday, March 28, there was something unusual in Spain: A blackout that paralyzed the country. 60% of all the energy of the country fell spuided in a few seconds And, although security systems They went into actionit was not well into the night when the light, coverage and tranquility made their way through the Peninsula again. And what accompanied us in moments of loneliness and darkness were the technologies of the twentieth century that we thought surpassed. Twentieth century technologies to the rescue of the blackout In it Preparation Kitthe European commissioner explained that we had to have elements such as the identity document, cash, a flashlight, a lighter, a razor, a power bank, a radio, water and some food. The idea is to be able to survive for 72 hours with them, but although it is complicated (or that we hope) that a blackout like this Monday is repeated again, the truth is that it is not so bad idea to have a kit of this style at home. The reason? They were technologies that we believed obsolete those that helped us many during the night And, eye, during meals. There are elements of the EU kit that would help us little in this situation, but beyond that ‘backpack’, it would be interesting to have another preparation with certain basic elements for a blackout, last a few hours or paralize a country, like yesterday. Our recommendation would be as follows: Batteries – A basic. When it was confirmed that the situation was going for long, you could see tails in Chinese hardware stores and bazaars to get this type of batteries. They came to see posters warning about the availability of batteries in some shops and it is evident that they became an indispensable element for many to rescue another object they had in the drawer. Have a Pilas package At home it is not a bad idea and also They can be rechargeable Whenever we have the forecast to leave them loaded in case anything happens. Photo | Andrés Mohorte, Xataka Flashlights – The ideal companions of the batteries. It is ‘easy’ to have a flashlight at home, but it is also likely that many do not even know where it is. Have one flashlightand not only by drums, it is a good idea in these situations, but there are variants. For example, round light points based on a surface. Also what I used in my house: LED bulbs What use for photography, but that they go with His own batteriesThey last hours and give a lot of light even at the lowest level. Radio – The element that accompanied many yesterday. A small radio That it works better than with battery, since it will not consume resources of a Power Bank that we can use on the mobile and other elements. And it is something that reflected a lack that important mobiles have. You can go to the mobile looking for a radio app and you will find that, in their vast majority, they no longer have radio. Some old ones that we had at home may include it, but after this, and even if it will only be used once or twice in life, it is clear that manufacturers They should not cut something like that. Gas Camping – Those three elements are the basics that EU recommends and allow us to be informed and enlightened, but … What happens to food? The ‘vitro’ and the induction system became useless, but if you do not have a butane or gas kitchen, perhaps it would be interesting to have a gas camping system. Yes, it sounds like a spectacular pot, but there are kits that, With a ridiculous size And good design, allow us to save it in a ridiculous space and be prepared to cook during a blackout. You have to buy some gas bottlesOf course, but the whole occupies little space and is useful even to cook certain dishes at home even if you have light. And a lighter or matches is not a bad idea either. Stoves – This blackout has caught us with temperatures that exceed 20º in many parts of the Peninsula, but a conversation I had was “less bad that it did not catch us in the middle of winter.” If we have butane or propane, there are heaters that occupy little and connect directly to the bottle. But there is also small heater Like the gas campsing that are more autonomous by not needing a bottle to work. SAI / Power Bank – Have one, or several, Power Bank At home it is not a bad idea. Not before a blackout, but before any type of long trip. Have some small ones for the mobile and A bigger And powerful that, even, I can feed a laptop or simply have more capacity to load mobiles, it is a good idea. And, if you work at home, maybe something like a SAI (Uninterrupted feeding system) It is not a bad idea. It’s like a giant power bank that gives you the option to safely turn off your PC and There are models With USB that allow us to load many devices thanks to both their capacity and its power. Having these elements is something that makes us more enjoyable those hours of blackout. And it seems a lie, but I, who had not turned to the radio for years, I was glad when I could start an old mobile with FM radio. And I also had many batteries at home, but nothing useful in introducing them. Lesson learned. Princincop image | Ricardo Aguilar In Xataka | After the blackout, Adif has a problem on its ways: three “lost” trains in remote states of the network

a nuclear missile and a survival manual for the nation

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Germany was the first nation in Europe that seemed to have gotten to work with the “rearme.” That several car factories, for decades the engine of their economy, were becoming Military Armament Factoriesleft little doubt about it. In fact, the budget they have announced allocate in defense It is historical. Now it has touched France, who does not seem to go with mediacias. Multiply nuclear deterrence. Paris has announced the creation of a Fourth Nuclear Air Base In Luxeuil, to the east of the country, as part of an ambitious plan to strengthen its independent dissuasion capacity of the United States in the framework of NATO. This base, which at the time was at risk of closing, will house two squadrons of Rafale f5 fighters equipped with ASN4G hypersonic missilesan investment of 1.5 billion euros which marks a significant expansion of its nuclear arsenal. The decision responds to a tense geopolitical context, in which The war in Ukraine and uncertainty about American commitment to European defense They have led Paris to assume a more leading paper in the safety of the continent. An autonomous strategy within NATO. Currently, the French Air Force operates three nuclear bases in Saint-Dizier, Istres and Avord, which house approximately 50 Rafale B fighters armed with ASMP-A nuclear missiles and supported by Airbus A330 MRTT Phénix. The incorporation of 40 additional rafale f5 In Luxeuil it implies a substantial increase in France’s nuclear capacity, which could translate into a Increase in the total number of eyelets operational In addition to being compatible with the new ASN4G missiles, the Rafale F5 will be equipped to Operate in conjunction with drones Combat, an innovation that reinforces the French strategy strategy and greater stealth. These fighters, designed to remain in service until 2060, will consolidate the French air nuclear capacity, keeping it at the technological avant -garde against emerging threats. Pressure on Germany. The announcement of the nuclear expansion coincided with the Macron visit to Germanywhere he met with European leaders, while in parallel Trump and Putin maintained bilateral conversations. A context that suggests that France seeks not only to strengthen its own nuclear deterrencebut also to press Germany and other NATO members to increase Your investment in defense. Berlin, as we said at the beginning, is in the process of Eliminate restrictions Constitutional to military spendingwhich opens the door to that narrower cooperation in nuclear deterrence. In this sense, France has been exploring the possibility of display nuclear weapons in Germanya measure that could materialize if the United States reduces its commitment to European security. Of course, establishing a nuclear base in German territory would raise political and strategic challengesmaking the expansion within France a more viable alternative for the moment. ASN4G missiles. One of the key elements, if not the one that most expansion is the development of ASN4G hypersonic missile (Air-Sol Nucléaire of 4e Génération), which will exceed Mach 5 and will have A scope of more than 1,000 kilometerstwice the reach of the current ASMP-A. In comparison, the ASMP-A reaches Mach 3 with a maximum range of 500 kilometers and is equipped with a 300 kilotons thermonuclear load. Again, this technological advance positions France at the forefront of air nuclear deterrence in Europe, providing it with a faster attack capacity, of greater scope and difficult to intercept. In addition, the incorporation of formed fuel tanks and radar signal reduction systems in Rafale F5 its stealth and capacity will increase of penetration in hostile environments. And a survival manual. In parallel to this “increase” in nuclear deterrence, the French government is preparing the sending of A “Survival Manual” to all homes of the country with instructions on how to act in the face of imminent threats, such as armed conflicts, but also for health crises or natural disasters. This initiative, still pending approval by Prime Minister François Bayrou, seeks to strengthen the resilience of the population and ensure that citizens know how to react in case of emergency. It is expected that the document, of 20 pages, be distributed before summer and serves as a preparation guide against increasingly plausible crisis scenarios in the current context. Content of the manual. We had seen it before in Nations like Germany. In this case, the manual will be divided into three key sectionsproviding citizens with detailed information on self -protection and community protection measures, including the importance of having a family emergency plan. Also on actions to be taken before an imminent threat, such as maintaining closed doors and windows in case of nuclear attack, as well as a list of emergency numbers and essential radio frequencies. Finally, the content adds options to contribute to civil defenseencouraging registration in reserve units, volunteer firefighters and other crisis response groups. Plus: The document will recommend to citizens prepare a “survival kit”, which must include six liters of water, at least a dozen food cans, batteries, flashlight and basic medical supplies (such as paracetamol, gauze and saline solution). An uncertain future. Both the manual and the rearme are still a symbol of the New France position Faced with global challenges. With a Europe more and more vulnerable to conflicts, energy crisis and natural disasters, Macron seems to bet on a more prepared and resilient society, while reinforcing the military capacity of the country. In addition, with the decision to strengthen its nuclear capacity through the Luxeuil Base, the Nation sends a clear message: it is willing to assume strategic leadership in European defense, adapting to an increasingly unstable global environment. That distant plan that in 1959 Charles de Gaulle devised In the middle of the cold war again sounds strongly. Image | Aleem Yousaf In Xataka | In the middle of the Cold War, France designed a nuclear rearme plan for Europe. Now sound strongly In Xataka | The “rearme” of Europe has begun in a Volkswagen factory in Germany: instead of cars they will produce tanks

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