{"id":52193,"date":"2025-09-19T16:21:19","date_gmt":"2025-09-19T16:21:19","guid":{"rendered":"https:\/\/thecryptocurrencypost.net\/es\/?p=52193"},"modified":"2025-09-19T16:21:21","modified_gmt":"2025-09-19T16:21:21","slug":"china-prohibe-chips-de-nvidia-y-reconfigura-la-competencia-global-de-la-ia","status":"publish","type":"post","link":"https:\/\/thecryptocurrencypost.net\/es\/china-prohibe-chips-de-nvidia-y-reconfigura-la-competencia-global-de-la-ia\/","title":{"rendered":"China proh\u00edbe chips de Nvidia y reconfigura la competencia global de la IA"},"content":{"rendered":"<p data-start=\"125\" data-end=\"671\">La prohibici\u00f3n de China sobre algunos chips de <a href=\"https:\/\/www.cnbc.com\/2025\/09\/18\/china-blocks-nvidia-ai-chips.html\" target=\"_blank\" rel=\"noopener noreferrer\"><strong data-start=\"172\" data-end=\"182\">Nvidia<\/strong> <\/a>ha alterado la din\u00e1mica de la carrera internacional por la inteligencia artificial. La medida <strong data-start=\"277\" data-end=\"306\">restringe ventas directas<\/strong>, <strong data-start=\"308\" data-end=\"359\">impulsa la autosuficiencia tecnol\u00f3gica en Pek\u00edn<\/strong> y <strong data-start=\"362\" data-end=\"402\">afecta a empresas y centros de datos<\/strong> que dependen de aceleradores estadounidenses. La decisi\u00f3n redujo las <strong data-start=\"472\" data-end=\"509\">previsiones de ingresos de Nvidia<\/strong> y reactiv\u00f3 <strong data-start=\"521\" data-end=\"586\">sustituciones nacionales y canales alternativos de suministro<\/strong>, con implicaciones para <strong data-start=\"611\" data-end=\"668\">proveedores, desarrolladores de modelos y reguladores<\/strong>.<\/p>\n<h3 data-start=\"678\" data-end=\"702\">Contexto e impacto<\/h3>\n<p data-start=\"703\" data-end=\"1072\">La decisi\u00f3n se enmarca en los <strong data-start=\"733\" data-end=\"779\">controles de exportaci\u00f3n de Estados Unidos<\/strong> y en la respuesta regulatoria china, orientada a la <strong data-start=\"832\" data-end=\"873\">independencia y seguridad tecnol\u00f3gica<\/strong>. Nvidia ha <strong data-start=\"885\" data-end=\"913\">adaptado productos (H20)<\/strong> para cumplir con las normas, pero aun as\u00ed sufri\u00f3 <strong data-start=\"963\" data-end=\"1008\">p\u00e9rdidas proyectadas de miles de millones<\/strong> y lleg\u00f3 a <strong data-start=\"1019\" data-end=\"1069\">excluir a China de sus previsiones de ingresos<\/strong>.<\/p>\n<p data-start=\"1074\" data-end=\"1591\">Tambi\u00e9n se detectaron <strong data-start=\"1096\" data-end=\"1124\">rutas de tr\u00e1fico il\u00edcito<\/strong>: se calcula que m\u00e1s de <strong data-start=\"1148\" data-end=\"1175\">$1.000 millones en GPUs<\/strong> habr\u00edan sorteado las restricciones a trav\u00e9s del mercado negro. Paralelamente, actores locales aceleran el desarrollo de chips: <strong data-start=\"1303\" data-end=\"1313\">Huawei<\/strong>, con su l\u00ednea <strong data-start=\"1328\" data-end=\"1338\">Ascend<\/strong>, aparece como contendiente. El <strong data-start=\"1370\" data-end=\"1385\">Ascend 910C<\/strong> alcanza aproximadamente el <strong data-start=\"1413\" data-end=\"1462\">60 % del rendimiento de un H100 en inferencia<\/strong>. Menos acceso a Nvidia, m\u00e1s inversi\u00f3n nacional y v\u00edas alternativas est\u00e1n <strong data-start=\"1536\" data-end=\"1588\">fragmentando la cadena global de semiconductores<\/strong>.<\/p>\n<h3 data-start=\"1598\" data-end=\"1620\">Definici\u00f3n breve<\/h3>\n<p data-start=\"1621\" data-end=\"1779\">Los <strong data-start=\"1625\" data-end=\"1653\">controles de exportaci\u00f3n<\/strong> son restricciones gubernamentales que limitan la venta de tecnolog\u00eda seg\u00fan su uso dual o riesgo para la seguridad nacional.<\/p>\n<h3 data-start=\"1786\" data-end=\"1805\">Implicaciones<\/h3>\n<ul data-start=\"1806\" data-end=\"2463\">\n<li data-start=\"1806\" data-end=\"1981\">\n<p data-start=\"1808\" data-end=\"1981\"><strong data-start=\"1808\" data-end=\"1821\">Adopci\u00f3n:<\/strong> se acelera el uso de <strong data-start=\"1843\" data-end=\"1868\">chips y pilas locales<\/strong> como sustitutos primarios, lo que puede <strong data-start=\"1909\" data-end=\"1978\">ralentizar la integraci\u00f3n de modelos entrenados en GPUs de Nvidia<\/strong>.<\/p>\n<\/li>\n<li data-start=\"1982\" data-end=\"2137\">\n<p data-start=\"1984\" data-end=\"2137\"><strong data-start=\"1984\" data-end=\"2005\">Riesgo comercial:<\/strong> el impacto directo en <strong data-start=\"2028\" data-end=\"2064\">ingresos y previsiones de <a href=\"https:\/\/thecryptocurrencypost.net\/es\/companias\/\" target=\"_blank\" rel=\"noopener\">Nvidia<\/a><\/strong> es evidente, forzando ajustes contables y cambios en sus proyecciones.<\/p>\n<\/li>\n<li data-start=\"2138\" data-end=\"2276\">\n<p data-start=\"2140\" data-end=\"2276\"><strong data-start=\"2140\" data-end=\"2165\">Liquidez y seguridad:<\/strong> el <strong data-start=\"2169\" data-end=\"2189\">comercio il\u00edcito<\/strong> complica la aplicaci\u00f3n de controles y a\u00f1ade <strong data-start=\"2234\" data-end=\"2256\">riesgos operativos<\/strong> para compradores.<\/p>\n<\/li>\n<li data-start=\"2277\" data-end=\"2463\">\n<p data-start=\"2279\" data-end=\"2463\"><strong data-start=\"2279\" data-end=\"2307\">Competencia tecnol\u00f3gica:<\/strong> aumenta la presi\u00f3n para <strong data-start=\"2332\" data-end=\"2380\">dise\u00f1ar productos compatibles con las normas<\/strong> y para que <strong data-start=\"2392\" data-end=\"2460\">EE.UU. y China definan reglas de exportaci\u00f3n e interoperabilidad<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<h3 data-start=\"2470\" data-end=\"2482\">Claves<\/h3>\n<ul data-start=\"2483\" data-end=\"2722\">\n<li data-start=\"2483\" data-end=\"2563\">\n<p data-start=\"2485\" data-end=\"2563\">M\u00e1s de <strong data-start=\"2492\" data-end=\"2520\">$1.000 millones en chips<\/strong> habr\u00edan ingresado por v\u00edas no oficiales.<\/p>\n<\/li>\n<li data-start=\"2564\" data-end=\"2641\">\n<p data-start=\"2566\" data-end=\"2641\">El <strong data-start=\"2569\" data-end=\"2584\">Ascend 910C<\/strong> rinde alrededor del <strong data-start=\"2605\" data-end=\"2638\">60 % de un H100 en inferencia<\/strong>.<\/p>\n<\/li>\n<li data-start=\"2642\" data-end=\"2722\">\n<p data-start=\"2644\" data-end=\"2722\"><strong data-start=\"2644\" data-end=\"2675\">Nvidia adapt\u00f3 dise\u00f1os (H20)<\/strong> y <strong data-start=\"2678\" data-end=\"2700\">ajust\u00f3 previsiones<\/strong> por la restricci\u00f3n.<\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-52200\" src=\"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/09\/AI-IMAGE-1.png\" alt=\"Inteligencia Artificial\" width=\"699\" height=\"280\" srcset=\"https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/09\/AI-IMAGE-1.png 699w, https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/09\/AI-IMAGE-1-300x120.png 300w, https:\/\/thecryptocurrencypost.net\/es\/wp-content\/uploads\/sites\/2\/2025\/09\/AI-IMAGE-1-585x234.png 585w\" sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/p>\n<h3 data-start=\"2729\" data-end=\"2747\">Pr\u00f3ximo hito<\/h3>\n<p data-start=\"2748\" data-end=\"3093\">La aprobaci\u00f3n por parte del gobierno estadounidense de <strong data-start=\"2803\" data-end=\"2848\">nuevos dise\u00f1os compatibles con las normas<\/strong> condicionar\u00e1 la <strong data-start=\"2865\" data-end=\"2889\">reapertura comercial<\/strong> y el <strong data-start=\"2895\" data-end=\"2943\">ritmo de adopci\u00f3n de alternativas dom\u00e9sticas<\/strong>. Ese desenlace definir\u00e1 la <strong data-start=\"2971\" data-end=\"3017\">disponibilidad de c\u00f3mputo para <a href=\"https:\/\/thecryptocurrencypost.net\/es\/tecnologia\/\" target=\"_blank\" rel=\"noopener\">IA<\/a> en China<\/strong> y el grado de <strong data-start=\"3032\" data-end=\"3090\">fragmentaci\u00f3n del ecosistema global de semiconductores<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>La prohibici\u00f3n de China sobre algunos chips de Nvidia ha alterado la din\u00e1mica de la carrera internacional por la inteligencia artificial. La medida restringe ventas directas, impulsa la autosuficiencia tecnol\u00f3gica en Pek\u00edn y afecta a empresas y centros de datos que dependen de aceleradores estadounidenses. La decisi\u00f3n redujo las previsiones de ingresos de Nvidia y [&hellip;]<\/p>\n","protected":false},"author":33,"featured_media":52192,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,33],"tags":[231,522],"class_list":["post-52193","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companias","category-editors-picks","tag-china","tag-nvidia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>China proh\u00edbe chips de Nvidia y reconfigura la competencia global de la IA The CryptoCurrency Post ESP<\/title>\n<meta name=\"description\" content=\"La prohibici\u00f3n de China sobre algunos chips de Nvidia ha alterado la din\u00e1mica de la carrera internacional por la inteligencia artificial.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, 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