{"id":4417,"date":"2026-10-20T08:28:58","date_gmt":"2026-10-20T12:28:58","guid":{"rendered":"https:\/\/canasanta.ca\/?p=4417"},"modified":"2026-10-20T09:40:45","modified_gmt":"2026-10-20T13:40:45","slug":"china-35-mil-millones-chips-nvidia-ia","status":"publish","type":"post","link":"https:\/\/canasanta.ca\/en\/ciencia\/tecnologia\/china-35-mil-millones-chips-nvidia-ia\/","title":{"rendered":"CHINA QUIERE $35.000 MILLONES EN CHIPS DE NVIDIA"},"content":{"rendered":"

Por Ca\u00f1asanta<\/strong><\/p>\n

La carrera china por conseguir capacidad de c\u00f3mputo para inteligencia artificial acaba de dejar una cifra dif\u00edcil de ignorar: ByteDance, Alibaba y Tencent han colocado pedidos por m\u00e1s de US$35.000 millones<\/strong> de procesadores gr\u00e1ficos de Nvidia, seg\u00fan inform\u00f3 Reuters este 20 de octubre.<\/p>\n

El movimiento muestra hasta qu\u00e9 punto las grandes tecnol\u00f3gicas chinas siguen dependiendo del hardware estadounidense incluso bajo un r\u00e9gimen de controles de exportaci\u00f3n cada vez m\u00e1s estricto. Los pedidos suman m\u00e1s de tres millones de unidades del RTX PRO 5500, un procesador concebido originalmente para estaciones de trabajo profesionales que ha adquirido una nueva importancia porque contin\u00faa dentro de los productos que pueden venderse legalmente en China.<\/p>\n

<\/div>\n

La puerta que dejaron abierta las restricciones<\/strong><\/h2>\n

Washington ha limitado el acceso chino a varios de los aceleradores m\u00e1s avanzados de Nvidia, especialmente los destinados a grandes centros de datos. Eso ha obligado a las compa\u00f1\u00edas del pa\u00eds a buscar alternativas que puedan utilizarse para tareas de inteligencia artificial sin infringir las restricciones estadounidenses.<\/p>\n

El RTX PRO 5500 se ha convertido as\u00ed en una soluci\u00f3n inesperada. Aunque no fue dise\u00f1ado como sustituto directo de los chips de centro de datos m\u00e1s potentes, puede emplearse en grandes cantidades para ejecutar inferencia: el proceso mediante el cual un modelo ya entrenado responde preguntas, genera contenido o procesa informaci\u00f3n.<\/p>\n

Reuters se\u00f1ala que ByteDance, Alibaba y Tencent est\u00e1n entre las empresas que han realizado pedidos masivos. La magnitud conjunta supera los US$35.000 millones<\/strong>, una se\u00f1al de que la necesidad de capacidad de c\u00f3mputo contin\u00faa creciendo a pesar de las barreras comerciales.<\/p>\n

<\/div>\n

Nvidia no puede entregar todo lo que China pide<\/strong><\/h2>\n

El problema es la oferta. Nvidia no tendr\u00eda capacidad para satisfacer inmediatamente semejante volumen y, seg\u00fan las fuentes citadas por Reuters, podr\u00eda cubrir inicialmente apenas entre 5% y 10%<\/strong> de los pedidos.<\/p>\n

La escasez revela una paradoja. Las restricciones estadounidenses buscan limitar el acceso de China a la tecnolog\u00eda de inteligencia artificial m\u00e1s avanzada, pero al mismo tiempo han provocado una carrera por adquirir enormes cantidades de los procesadores que todav\u00eda permanecen disponibles.<\/p>\n

Para las compa\u00f1\u00edas chinas, el c\u00e1lculo es sencillo: si no pueden comprar libremente los aceleradores de mayor rendimiento, pueden intentar compensarlo instalando un n\u00famero mucho mayor de unidades menos potentes.<\/p>\n

<\/div>\n

Una batalla que ya no es solamente comercial<\/strong><\/h2>\n

Los semiconductores se han convertido en una pieza central de la rivalidad tecnol\u00f3gica entre Estados Unidos y China. Los modelos de inteligencia artificial necesitan cantidades extraordinarias de capacidad de c\u00e1lculo tanto durante su entrenamiento como cuando atienden a millones de usuarios.<\/p>\n

Ese cuello de botella convierte a los chips en infraestructura estrat\u00e9gica. ByteDance necesita potencia para sus productos digitales y sus desarrollos de IA; Alibaba mantiene una enorme operaci\u00f3n de nube y modelos propios; Tencent participa igualmente en servicios digitales, videojuegos, nube e inteligencia artificial.<\/p>\n

La demanda conjunta de las tres compa\u00f1\u00edas demuestra que la presi\u00f3n por asegurar hardware no est\u00e1 disminuyendo. Al contrario: las limitaciones de acceso parecen haber aumentado el incentivo para comprar todo el inventario permitido que pueda conseguirse.<\/p>\n

<\/div>\n

El verdadero mensaje de los US$35.000 millones<\/strong><\/h2>\n

La cifra no significa necesariamente que Nvidia vaya a reconocer inmediatamente ese monto como ingresos. Los pedidos dependen de disponibilidad, producci\u00f3n y cumplimiento de las normas de exportaci\u00f3n. Pero s\u00ed ofrecen una medida excepcional del apetito chino por capacidad de inteligencia artificial.<\/p>\n

Tambi\u00e9n muestran los l\u00edmites pr\u00e1cticos de una pol\u00edtica basada exclusivamente en restringir determinados modelos de procesadores. Mientras exista una alternativa legal y t\u00e9cnicamente utilizable, las compa\u00f1\u00edas con suficiente capital pueden intentar compensar la menor potencia mediante escala.<\/p>\n

La batalla por la inteligencia artificial est\u00e1 convirtiendo cada chip disponible en una pieza geopol\u00edtica. Y si ByteDance, Alibaba y Tencent est\u00e1n dispuestas a comprometer m\u00e1s de US$35.000 millones para asegurar millones de procesadores, la carrera por el c\u00f3mputo acaba de entrar en otra dimensi\u00f3n.<\/p>","protected":false},"excerpt":{"rendered":"

ByteDance, Alibaba y Tencent han encargado m\u00e1s de US$35.000 millones en chips Nvidia permitidos por las restricciones estadounidenses, mientras la oferta apenas cubrir\u00eda una fracci\u00f3n de la demanda.<\/p>","protected":false},"author":284226809,"featured_media":4418,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_hide_featured_image":false,"_jetpack_featured_image_duplicate_dismissed":0,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"jetpack_post_was_ever_published":false},"categories":[33205457,33205424],"tags":[33206132,33205912,33205592,33205924,33205914],"class_list":["post-4417","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-al-dia","category-tecnologia","tag-bytedance","tag-china","tag-inteligencia-artificial","tag-nvidia","tag-semiconductores"],"acf":{"introduccion":"","fuentes_y_referencias":"Reuters \u2014 20 de octubre de 2026.<\/strong> Informe sobre los pedidos de ByteDance, Alibaba y Tencent por m\u00e1s de US$35.000 millones en chips Nvidia y las restricciones estadounidenses a la exportaci\u00f3n de semiconductores avanzados hacia China.","autor":[748]},"yoast_head":"\nCHINA QUIERE $35.000 MILLONES EN CHIPS DE NVIDIA - Ca\u00f1asanta<\/title>\n<meta name=\"description\" content=\"ByteDance, Alibaba y Tencent encargan m\u00e1s de US$35.000 millones en chips Nvidia para IA mientras las restricciones de EE. 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