United

In his career against the United States, China is betting on something different: an artificial intelligence “personified”

by

The AI ​​race has two main actors: the United States and China. Although at first it seemed unattainable, China already steps on Americans as far as quality is concerned and advanced by leaps and bounds in areas necessary for its development such as energy. China has another ace in the sleeve: the personified. Two ways of seeing the AI. Although they compete in the same land, the strategies of both countries have obvious differences. A clear example is in the business model itself: United States bets on a premium and China for a free AI. The differences would go much further. As writes As Andrew Stockols writesMIT researcher specializing in digital infrastructure in China, the United States focuses on the abstract, leading the great language models with Chatgpt, Gemini or Claude. For its part, China is betting very strong for an IA integrated into physical systems and infrastructure, with a clear leadership in areas such as industry and robotics. The “personified”. In English it is called “Embodied ai”, which can be translated by personified, embodied or integrated. It is an AI with physical presence, applied to systems that interact with the environment through sensors and actuators. It is the artificial intelligence applied to autonomous cars, personal mobility vehicles, models of “urban brain” and of course robotics. This idea is Chinese government priorityalready include the term in your work report This year. Robots for everything. Robots running marathons, Making Kick-Boxing, Playing football and even Robots-pump. China likes robots, it is clear to us, but this obsession goes far beyond these nice examples. Leading the robotics sector is part of the Plan “Made in China 2025” already today have achieved a competitive position, so much that in the United States already The alarms jumped. If we focus only on the industry, China is the undisputed leader with a 51% of the total stock of industrial robots. A few months ago, He appeared at BeiSi Kaiwu“The first integrated AI platform” with support for different “bodies.” This platform allows robots to perceive, interact and learn from the environment dynamically. In addition to humanoid robots, it is also intended for other products such as autonomous driving or even wearable devices. Autonomous vehicles. In 2020, China published its “Innovation and Smart Vehicle Development Strategy” where the idea of ​​”person-carretera-nube” is included. The key to this proposal is that not only cars carry sensors and cameras, they must also be present on roads, especially intersections. In addition, cars would communicate with each other to avoid collisions. Although with advantages from the point of view of security, there is a disadvantage and it is the cost of creating and maintaining that infrastructure. But not all self -employed vehicles have to be cars, other personal mobility vehicles are also developing with autonomous driving such as Autonomous wheelchair that the Freego company presented in March this year. Urban brains. There is even more. Another of the key applications of this integrated AI is in the cities. China has been working on the idea of ​​the smart city for a long time. Already in 2016, they developed a solution for the city of Hangzhou that helped Manage traffic using AI. Since then, they have not stopped appearing similar projects And there are currently many Chinese cities that have “brains”. However, behind this intelligent city idea there is an interest in improving the governance of cities or, in other words, that works as a surveillance system. We see it in This ambitious plan to integrate AI in the city of Wuhan: “Integrating algorithms of AI in real environments. Imbued with the predefined values ​​by the Chinese Communist Party, the AI ​​interacts with its natural environment, learning as it progresses.” Image | Alex Knight in Pexels In Xataka | There is a new battle between China and Elon Musk: its protagonists are humanoid robots and goes for long

The United States is creating “the iPhone of AI”. China is doing “the Android of AI”

by

There is an interesting paradox in the current development of AI that says more about geopolitics than about technology: USAtraditionally leader in proprietary software and monetization, is building closed models of AI. Chinahistorically more restrictive with the flow of information, it is leading the open source AI. An investment that is not accidental: each block adopts the strategy that best serves its structural interests. → United States (OpenAI, Anthropic, Google), is building the equivalent of the IPhone of the AI: Very sophisticated systems. Vertical integration. PUPLE POLIDED PREMIUM EXPERIENCES that justify charging for access. The logic is clear: when you control the best GPUS, the main cloud services and you have the capital to train the most advanced models, monetizing that advantage through payment APIs makes immediate economic sense. It is the model that has holding American software for decades. → China, on the other hand, with Deepseek, Qwen and Minimax Mastering the rankings of open models, it is creating the Android of the AI: A free and modifiable ecosystem. Downloadable for local use without depending on payment APIS. Permissive licenses without business restrictions, Unlike Meta with Flame. Accessible source code for independent research and development. As we said at the timethis approach is not due to altruism, nor by cultural difference. It is a strategy based on creating global dependence on a Stack Chinese technological when American becomes inaccessible. Or at least, to present it as a very attractive alternative even before seeing its results. It is true that he calls is American and is also in the league of the greats being open source (With an asterisk of the size of Mestalla). A habitual hypothesis also seems feasible: that target was released precisely because it was behind. The classic defensive strategy to erode the advantage of leaders. China does it from another position: growing strength. And in addition, having to deal with access restrictions to western markets. When your rival controls chips and cloud platforms, and can cut the tap at any time, the only way to create an alternative ecosystem is to make it so accessible that the world cannot ignore it. Soft Power Technological: give today to dominate tomorrow. That, or cling to developing markets plus the gigantic domestic market. This is how Huawei stopped competing to build a parallel reality. The numbers speak alone. According to the Benchmarks of artificial analysis (based in California, not in Shenzen), The three best open source models leave China. Each startup that Depseek uses instead of GPT, each country of the southern hemisphere that displays Chinese models because they are free, each university that trains over Qwen instead of Claude, is another node of the ecosystem that the United States cannot censor, regulate or disconnect unilaterally. It is a story very similar to that of The slow but unstoppable Chinese independence of GPS: In two decades it is no longer that I do not need it, it is that Beidou has reached 140 countries. It is also true that There are traps in both strategies: The American model generates immediate income but creates incentives for the rest of the world to look for alternatives, especially when commercial wars are intensified. Competence. The Chinese model conquers users but at some point it will need to monetize without frightening its base. The latter is something that Google learned with Android for the bad ones: after conquering 70% of the world, it began to monetize it aggressively and ended up receiving huge fines in Europe, antitrust demands in the United States and Chinese alternatives … as Harmonyos de Huawei. The circle closes. The lesson is that giving technology to create dependence works, but monetize that dependence once established attracts the attention that nobody wants: that of regulators. It is the dilemma that China will eventually face its “free” models of AI. The real battle is not for today’s best, but to control the Intellectual infrastructure Tomorrow. The United States sells the premium service. China gives the universal operating system. And the outcome will be that of two historically successful, but opposite philosophies: the American persistence by aggressively monetizing in front of Chinese patience to invest decades if necessary until it can lead. Immediate income against long -term dependence. Time will say. In Xataka | Four AI companies are monopolizing the intellectual future of humanity. They are not good news Outstanding image | Ilgmyzin in UnspashAlibaba, Xataka

The United States has threatened reprisals to Spain if it does not put 5% of GDP in defense. Olive oil trembles

by

They do not run easy times for Spanish olive oil. Still Broken marketthe turbulence in prices and suspicion of the “speculation”now an unexpected threat is added: Donald Trump’s anger. Yesterday, after the disagreement between Washington and Madrid during the NATO Summit, the Republican said he will “pay” Spain for his refusal to dedicate 5% of GDP to military spending. He did not go into details, but it was enough to stir the ghost of the tariffs. Especially for a sector, that of olive oil, with a key weight in the US. “They pay double”. It is not the first time that Donald Trump shows Your anger For the reluctance of Spain to dedicate 5% of GDP to defense, but never before had it done so round. On Wednesday, after Sánchez insisted on his refusal to reach the same expense commitment as the rest of NATO allies, the Republican warned Spain that would have to pay yes or yes. “It is terrible what Spain is doing and we will make it pay,” Trump started After the NATO summit held in The Hague. “It is the only country that refuses to pay. We are going to make them pay twice, but otherwise (…). The Spanish economy is going very well, but it could be razed if something happens.” Have I heard tariffs? The US president did not stay there. He said he would look for a way to “compensate him” and launched a notice: “We are negotiating with Spain a commercial agreement and we will make them pay double.” The experts They recognize that it is difficult for the US in less than two weeks The deadline agreed by Washington and Brussels expires to avoid a tariff war, his words have raised blisters. “It takes us out of the market”. The restlessness is greater among the sectors with the greatest presence on the other side of the Atlantic and that, therefore, more harmed would be seen if Trump uses its tariffs to ‘punish’ Spain. In 2024 our country exported goods worth more than more than 21.200 million of dollars, with a prominent weight of certain sectors, such as machinery, pharmacist or agri -food. And in the latter there are those who already recognize their concern. “It seems tremendously serious. It gives us panic and of course (if fulfilled) it completely takes us out of the market,” Recognize to the Efe Rafael Sánchez de Puerta agency, president of the Agrifood Cooperatives Oil section. The sector knows what he’s talking about, he remembers, because years ago he has already suffered The tariffs activated by Washington in the middle of Boeing-Airbus commercial war. A figure: 1,031 million. The olive oil is not the only sector that has been put on guard. In the last hours the looks have also been directed to other industries with a strong presence in the US, such as The wine or pharmacist. However The data The government shows that the oil mills are one of the most vulnerable to Trump’s anger, at least within the agricultural sector. Last year they sold in the US more than 113,400 tons of olive oil by 1,013 million of euros, 58% more than the previous year. In fact, the American is one of the largest markets in the sector, after the Italian. If the White House decided to apply levies to olive oil, Spanish producers would see how they are complicated 15% of its exports. The what … and when. The tariff ghost also caught the oil industry at a complex time, after several years marked by squalid campaigns due to droughts and a not much simpler horizon. Although farmers are enjoying a good harvest, which will overcome the 1.4 million tonsthey face a price drop in origin that has dragged them to a committed situation. So much that the Ministry of Agriculture has already moved to remove oil from the market, If you judge it necessary. Images | Gage Skidmore (Flickr) and NEUFAL54 In Xataka | The Spaniards have been telling us that olive oil is the healthiest. Science has something to say

His passage through the United States has been a failure

by

It began to glimpse since last April the ugly things were put on. Renfe’s adventure in the United States has ended. He does it without carrying out the great project they had and confirming millionaire losses even though no train ever shot. The project. A high speed line 386 kilometers between Dallas and Houston. That was the great project that Renfe had in mind to enter the US market, a market that seemed perfect because it lacks high -speed roads among large cities. Dallas and Houston are two of the cities that generate more money in the United States So in European eyes it seemed a round business. The intention was to launch a train that reached a maximum of 386 km/Hy joined both cities in less than an hour and a half with an intermediate stop. A not so good idea. But although the business seems evident to European eyes, the thing is not so simple seen from the American perspective. To have, throughout the United States there is not a single high -speed line that connect large cities as we understand in Europe or Asia. In fact, the highest speed is reached in a line in Florida (between Orlando and Miami) that, for just 32 kilometers, is traveling to a maximum of 201 km/h. Then, the speed falls again. And although there is various projects underwayUSA It is still a desert for high speed. Bye. After more than a five years, the project has been completed, the operations of Renfe of America have completed, they point out in electionomista.es. The company had created a subsidiary in the country to take the reins of a project that, they assured, could generate 5.3 billion euros before 2042. In Aprilhowever, it was already guessed what was going to be the end of Renfe’s American adventure. So be Duffy, Secretary of Transportation, confirmed with a statement that denied the help of 63.9 million dollars that was pending to surrender (it was already approved) because “the financing of this project is a waste of taxpayers’ funds and a distraction of the main mission of Amtrak to improve their existing deficient services.” That help was key to continue advancing in the high -speed railway corridor project of Amtrak Texas that Renfe had entered fully into 2021. More and more involvement. The origin of Renfe’s landing in the United States must be sought before. In 2018the company arrives as an advisor to carry out the project, imposing itself on other companies in the contest as a trainitalia. The initial contract required Renfe’s involvement for 18 months and, subsequently, the works would begin. However, with the project at the dead point, In 2021 the conditions were extended Initials and Renfe open their subsidiary in the country to gain presence in it, positioning itself as a commercial exploiter of the line. No more public money. However, the project still needed public money for construction, which did not finish please the country’s transport department. To support the withdrawal Of the more than 60 million public funds it was stressed that the project was born with an exclusively private vocation but threatened to assume the taxpayer an expense of up to 40,000 million dollars. Now, Renfe has ended up folding its operations, reflecting in its 2024 accounts extraordinary losses of 4.5 million euros and a 100% deterioration on investments undertaken for more than a five years, they point out in electionomista.es. Photo | Renfe and Aaron Burden In Xataka | China leads high speed trains. Your plan for 2030 shows a reality: it aims to be unattainable

The United States has lost almost all its advantage in the face of China. And in just over a year

by

American leadership in AI wobbles. The data of the AI Index 2025 Stanford reveals that China has trimmed the technical advantage of the United States to levels that seemed difficult to reach. Above all, because it has taken a little over a year to close most of the gap. Why is it important. The United States maintains the volume –40 notable models against 15 Chinese at the end of the year in the Epoch list-but China has shown that quality is no longer American monopoly, and that almost-convergence rewrites the rules of geopolitics in the most promising and strategic technology of the 21st century. The figures. In January 2024, the best American model exceeded Chinese in 9.26% in Benchmarks of chatbots. Just over a year later, that advantage has collapsed to 1.7%. Convergence is repeated in reasoning, mathematics and programming. The case Deepseek It is a perfect example. While Google spent 192 million dollars on the specific training of Gemini 1.0 Ultrathe Chinese startup said they have achieved competitive results with just 6 million. That caused A media and stock market earthquake At the beginning of the year. The contrast. They are two different approaches: The United States dominates for quantity and resources: it leads private investment (150,000 million dollars in 2024) and concentrates the most valued companies in the sector. China is responding efficiently: less models, much lower costs, equivalent results. The narrative of “Chinese technological backwardness” falls apart. Yolanda Gil, co -director of AI Index, He explained Thus his surprise: “I hoped that a more efficient version of the LLMS appeared at some point. We simply did not know who would build it or how.” Yes, but. American hegemony persists on other fronts. American companies continue to create the most influential models and monopolize global investment. And Europe is relegated: only three notable models in 2024. All French. The shadow of Mistral. The background. This race reflects a broader battle for the future of the digital economy. China demonstrates that efficiency can compensate for huge spending, challenging the “brute force” model that has characterized US development of AI. In Xataka | Openai is going better than expected thanks to payment users. And that marks an evident direction Outstanding image | Aerps.com in Unspash

An engine that the United States tried to build without success in the Cold War

by

The new space race has brought back the attempts to develop rocket engines much faster. And it is not NASA, but the European Space Agency who is chasing the old dream. Context. The thermal Nuclear Propulsion Motor (NTP) is an almost as old idea as the space race itself. In the same 1961 speech with which John F. Kennedy promised to take a man to the moon, he also requested funds for the Nuclear Rover rocket with the promise of “an even more exciting and ambitious exploration of space.” More than 60 years later, space nuclear dream is still a unfulfilled promise. Europe wants to try. Interplanetary trips twice as fast. That is the central promise of nuclear propulsion, and ESA believes that it is an attainable future to reduce the nine months of earth-marte travel to half. With the help of the heavyweights of the French space and nuclear industry (CEA, Arianegroup and Framatome), ESA has concluded in his study alumni that technology offers “huge increases in performance” and “can be operated safely.” Meanwhile, in the United States. NASA has had to end its last attempt to develop an NTP engine. He Draco projectdirect heir to the initiatives of the 60s (the Rover and Nerva projects), has fallen into the Trump administration cuts. The justification of the White House for cutting is that they are “expensive investments” and “there are other alternatives.” The news has fallen as a jug of cold water for those involved. Bhavya Lal, former associated administrator of the NASA, He said to Spacenews: “We have spent almost 20,000 million dollars in space nuclear energy since the 50s and the only system we currently have is a radioisotope generator the size of a 100 watt bulb.” Many possibilities. One thing is the generators of the Martian Rovers or the Voyager and New Horizons probes, which use the heat of passive disintegration of the plutonium to generate some electricity with their small radioisotope generators (RTG), and a very different one is an active fission reactor to generate a massive thrust (a NTP rocket engine). New Horizons illustrates the difference well. It was one Mission to explore Plutobut it passed through the dwarf planet without the capacity to enter its orbit, obtaining just 24 hours of data. With nuclear propulsion, I could have orbized for years, and the scientific return would have been immensely superior. Oh, irony. Jared Isaacman, Trump’s nominated to direct NASA that was removed when Elon Musk lost its influence on the White Househe was a supporter of the development of this type of engines. The NTP are “exactly the type of thing in which NASA should concentrate its resources,” he said on one occasion. Now, Without Isaacman And with the Canceled Draco project, Europe embarks cautiously on the path of nuclear propulsion while the United States step back. Kennedy’s promise is still waiting. Of course, the things of space go slowly, and there are still a few viability studies before the European thermal nuclear propulsion engine takes shape. Image | POT In Xataka | Electronuclear and Nuclear Fusion Propulsion are the options of science to take us to deep space

We have been seeing that Ozempic affects fertility. Now the United Kingdom has begun to take the “Ozempic Babies” seriously

by

Ozempic He began his career as a drug against diabetes but became one of the most popular medications worldwide when we realized that among its “side effects” was weight loss. Since then we have been detecting other possible effects, positive and negative but surely the most surprising of these is on its effects on fertility. Set deals with the phenomenon of the “Ozempic Babies” The United Kingdom warns. The authority responsible for regulating drugs and health products in the United Kingdom, MHRA (Medicines and Healthcare Products Regulatory Agency) warned a few days ago of a “new” side effect associated with the consumption of Ozempic, that of an increase in pregnancy probability. While this is the first time that the organism warns about the effect, the first news about this occurred More than a year ago. How it works. Ozempic is the brand with which Danish pharmaceuticals Novo Nordisk markets a diabetes treatment based on semaglutida. This compound also serves as a basis for Wegovyname under which the drug oriented to weight loss is marketed. To understand why the same compound can function as a treatment against diabetes and as a thinning we have to understand how it acts in our body. The semaglutida works as an agonist of the peptide receptors similar to glucagon-1 (LPG-1), that is, it works as an analogue of this key hormone in the digestive process. When we eat our body naturally secretes the GLP-1 hormone to transmit two messages. The first to the pancreas, so that it begins to segregate insulin with which to metabolize the sugars of the food. The second to the brain, so that this knows that we are satiated. Drugs like Zepbound and Mounjaro They act similarlyalthough the tirzepatida on which they are based works as a double analogue of LPG-1 and GIP hormones (gastric inhibitor polypeptide). Ozempic Babies. A little over a year ago, dozens of women in treatment with any of these medications They started informing of a strange phenomenon: They were becoming pregnant despite being considered infertile or despite resorting to contraceptives. This phenomenon was soon baptized as the “Ozempic Babies“,” Ozempic babies. “ How do you do it? Since the phenomenon began to document, many wondered how it was possible. There are two mechanisms (alternative or complementary) that can explain this phenomenon. The first has to do with contraceptives, specifically with oral contraceptives. One of Ozempic’s effects is that of slow down our digestionwhich in turn makes nutrients and other compounds absorb more slowly. In the preparation of an oral treatment, absorption speed is an important variable to take into account. Drugs such as contraceptives are designed for specific speeds, if these change too much, treatment can lose efficacy. He Another mechanism that could explain this phenomenon has to do with its slimming effect. As experts also highlight, there is an inverse relationship between obesity and overweight and fertility. It is possible, that by facilitating weight loss the drug is also contributing to increasing the probabilities of pregnancy. A double problem. The problem is double since it not only implies a greater probability of an unwanted pregnancy; also because this type of treatments They are contraindicated Not only for pregnant women, but also in those who seek to be. According to the recommendations, who wants to find a pregnancy should interrupt these treatments At least two months In advance to allow our body to return to normal and avoid unnecessary risks in a process as complex as gestation. Positive effects and negative effects. The “fever” by Ozempic and the drugs of its class began with a side effect: a medication aimed at treating diabetes made those who consumed it lose weight. The demand for these compounds has allowed us to find other possible Side effectspositive and negative, on which we have a greater or lesser degree of certainty. Possible adverse effects documented by the manufacturer itself can find problems such as aggravation of diabetic eye disease, potential allergic reactions and a variety of gastrointestinal symptoms, from nausea to constipation. However, since it also began to be used We have found indications on other possible effects. Some positives such as helping the fight against addictions or possible effects on renal health either cardiovascular. In the negative face we have also found indications of loss of hair and eye problems. In Xataka | “Ozempic face”, “Ozempic language” and “Ozempic teeth”: the other very visible effect of consuming the medicine to lose weight Image | Chemist4u / Camylla Battani

IA consumes so much energy that the United States is building data centers directly in natural gas wells

by

What makes a startup dedicated to building data centers get 11.6 billion dollars in financing. In the case of Crusoe Energy Systems, it all started with an idea as disturbing as profitable: build data centers with natural gas wells. Crusoe Energy’s idea Journalist Emily Chang de Bloomberg visited a few weeks ago The city of Abilene, in Texas, where Crusoe is building the monstrous Stargate data centers, The 500.00 billion project OpenAi, SoftBank and Oracle to develop general artificial intelligence. Stargate arrived at Crusoe Energy thanks to the demonstrated efficiency of the startup in the construction of specialized data centers in AI. Chase Lochmiller, the CEO of Crusoe, explained to Chang how the company was born: “When an oil company opens an oil well, one of the associated by -products is natural gas. And when they do not have access to an pipeline, all this associated gas simply burns in situ. So we had an idea: instead of trying to take that gas to a market where you can sell, we could create a market for gas. We could build mobile and modular data centers, take them direct data”. Crusoe was born in the best possible place to materialize this idea: the country of fracking. But maybe not at the best time to do it. Initially, they chose to build GPUS farms to undermine Bitcoin. When the cryptocurrency market collapsed, they ended up pivoting artificial intelligence. Like crypto mining, AI data centers are not based on CPUS but depend on the parallel processing capacity of thousands of GPUS, mainly Nvidia specialized chips. These new data centers consume much more energy than traditional data centers, so Crusoe started from a key advantage: their direct access to fossil fuels that obtained at the price of bargain. A booming business Oil giants are not oblivious to this trend. Exxonmobil is developing Off-Grid gas plants specifically for data centers with carbon capture technology to reduce emissions. Chevron, meanwhile, It has been associated With Engine No. 1 and Ge Vernova to mount similar facilities. The first will open in 2026, also in Texas. The figures are eloquent: the demand for natural gas for data centers will be increased by 47 GW from here to 2030. Currently, natural gas already feeds about 40% of the loading of data centers in the United States and is expected to continue being the main source of supply up to at least 2030. It is not the preferred energy source, but There are not enough renewable to feed artificial intelligence and Not all data centers They can be connected to a nuclear power plant, another common occurrence in the United States. As for Crusoe, thanks to the initial push of natural gas that were going to burn oil companies they developed their own technologies, such as a closed cooling system that does not need to renew The water evaporating the serversor own gas turbines, such as 360 MWs that are installing in the Stargate project as a backup energy source. Stargate data centers will feed mainly solar panels and wind turbines, which abound in Abilene for the confluence of wind and sunny hours. It is one of the reasons why data centers are being built in this Texas area, in addition to the tax exemptions that local governments are willing to yield in exchange for employment generation. It remains to be seen how many employees have everything built. Image | W.Carter (CCO) In Xataka | Microsoft will reopen a nuclear power plant that has been closed since 2019. It needs it for its artificial intelligence

TSMC wants to build a chip factory in United Arab Emirates. Or convinces the US or your plan will fail

by

TSMC is evaluating the possibility of building an integrated avant -garde circuit manufacturing plant in United Arab Emirates. This Taiwanese company, The biggest chips manufacturer on the planethe has embarked on An ambitious expansion plan of its manufacturing infrastructure Beyond Taiwan’s borders to protect yourself from a possible armed conflict between China and its place of origin. It is currently building new semiconductor production plants in USA, Germany, Japan and Taiwanand this possible factory of Arab Emirates would contribute to cement its avant -garde plants network beyond the borders of the island from which it proceeds. However, the conversations that TSMC and the Emirati government are presumably holding They started many months agoin September 2024. TSMC and Arab Emirates win. It is not clear that the US also does At the end of September The Wall Street Journal and Reuterstwo media that have a proven credibility, revealed that several executives of TSMC and Samsung had moved to Arab Emirates to negotiate the possibility of building several manufacturing plants of integrated avant -garde circuits in this country of the Middle East. According to these two sources, the Emirati government is willing to take over the financing of these plants. And it is because Like Saudi ArabiaArab Emirates needs to diversify its economy in forecasting The very likely loss of relevance in the medium term of oil. And technology at the current situation It’s a safe bet. In addition, the growth potential of the semiconductor industry is overwhelming. We just need to look at the hardware market for artificial intelligence (AI) to observe it. In 2031 the Chips Market for IA will invoice more than 263,000 million dollars According to The AMR consultant (Allied Market Research) In 2031 the chips market for AI applications will have a turnover volume of More than 263,000 million dollars. It is a real barbarity, especially if we are in mind that in 2021 its business amounted to just over 11,000 million dollars. It is evident that at the current TSMC situation and Arab Emirates win. However, this project will not come to fruition if this Taiwanese company does not obtain the US approval. A good part of Photolithography teams and wafering processing that TSMC uses in its factories uses American origin technologies. And some of its production processes also They turn to patents held by the US. This agency is what gives the power to the government led by Donald Trump to support or prohibit the construction of one or several manufacturing plants of avant -garde chips not only in Arab Emirates, but also in any other country. Currently the relationship sustained by US administrations and Emirates is good, but this last nation also has a narrow link with China and Iran. If in the future the geopolitical situation causes Arab Emirates if it will move away from the US and approach these last two countries, the presence of one or more factories of avant -garde semiconductors that would not be under the control of the United States would represent a security problem for this last nation. The US government has allowed Nvidia to sell its GPU to its Emirati customers, and also that OpenAi is installed in this eastern country, but right now it seems unlikely that this TSMC project supports. Image | TSMC More information | Bloomberg In Xataka | Saudi Arabia is on the blacklist in the United States with China. You have a plan to get out of it and buy NVIDIA GPU

Xi Jinping has just decreed the final technological divorce with the United States

by

Nvidia engineers have almost ended the development of a GPU with Blackwell microarchitecture with a single purpose: power replace chip h20 They cannot sell in China. The US Department of Commerce vetoed such exports, so the firm led by Jensen Huang He looked for an exit with a chip adapted to government demands. TSMC is expected to start making this GPU this month, but That effort may even help. Not that Nvidia is fighting with the Absolute distrust of US legislators: China is turning its back. As indicated In SCMPthat chip for the Chinese market is not ready. In the conference for investors that Jensen Huang gave last week he indicated that “the key is to understand the limits and know if we can develop interesting products that can remain useful for the Chinese market. We have nothing to announce at the moment, but we are considering it.” Xi Jinping wants to eliminate the US software and hardware dependence, and is on its way to get it Huang made a surprise trip to China when the veto was announced to those exports in mid -April, and met with several senior Chinese officials to express their commitment to this market. The new chip that theoretically prepares for China will be significantly cheaper than H20but those statements of the CEO of Nvidia already made it clear that it would not be based on said microarchitecture. For Nvidia that effort is logical: during the last fiscal year that ended on January 26, 2025, China represented about 13% of its global income: about 17,000 million dollars. It is the third best client of the company, only behind the US and Taiwan, but the sanctions that the United States government is deploying were one of the great threats to Nvidia’s survival in the Asian giant. The other is even more worrying. Xi Jinping made clear in a session with the Chinese politician that China’s goal is to “deduct” the country’s technologies set Meanwhile, China continues to work tirelessly to completely eliminate its traditional United States dependence in this segment. Companies that are designing GPUS for games and artificial intelligence (AI), and the Chinese government is subsidizing them remarkably after US sanctions. Companies like HuaweiMetax, Biren Technology, Moore ThreadsInnosilicon, Zhaoxin, Iluvatar Orex, Deglinai, Lisuan Technology Or Vastai Tech work in that field. In fact, the problem for Huang and Nivdia is that Xi Jinping made clear in a session With the Chinese politician that China’s objective is to “deduct” the country’s technologies set. All the development of China, both software and hardware, must end up depending on solutions developed in the country. Thus, no matter the efforts that Nvidia can do to create chips adapted to the Chinese market: the president of China wants to depend only on Chinese technology To boost the development of your AI, and that means a worrying news for Nvidia. Image | Hillel Steinberg | Global panorama In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.