{"id":1930,"date":"2023-06-20T20:21:44","date_gmt":"2023-06-20T20:21:44","guid":{"rendered":"https:\/\/dailyai.com\/?p=1930"},"modified":"2023-06-20T21:32:19","modified_gmt":"2023-06-20T21:32:19","slug":"shortages-of-high-end-tech-in-china-are-driving-chips-underground","status":"publish","type":"post","link":"https:\/\/dailyai.com\/es\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/","title":{"rendered":"La escasez de tecnolog\u00eda punta en China lleva a los chips a la clandestinidad"},"content":{"rendered":"

Las continuas sanciones y disputas comerciales entre Estados Unidos y China han provocado una escasez de tecnolog\u00eda de IA de gama alta, como los chips A100 y H100 de Nvidia. Esto ha creado un inusual mercado negro.\u00a0<\/b><\/p>\n

Nvidia es la campeona indiscutible del mundo cuando se trata de hardware preparado para la IA. Sus chips estrella, el A100 y el H100, son \u00fanicos en su clase: todo el mundo los quiere, incluidas las empresas tecnol\u00f3gicas chinas dispuestas a comprarlos en un mercado negro en constante evoluci\u00f3n.\u00a0<\/span><\/p>\n

China depende de las importaciones de tecnolog\u00eda de gama alta de empresas como Nvidia, a la que atribuye <\/span>$7bn de ingresos a China en 2022<\/span><\/a>. A finales de 2022, la normativa estadounidense fren\u00f3 las exportaciones de tecnolog\u00eda a China para detener el desarrollo de la IA, creando un nicho de mercado negro para los chips de gama alta.\u00a0<\/span><\/p>\n

Al parecer, los compradores chinos han estado adquiriendo chips de IA de gama alta fabricados por Nvidia en el mercado de electr\u00f3nica Huaqiangbei de Shenzhen, donde se encuentra el rascacielos SEG Plaza, repleto de tiendas y mercados tecnol\u00f3gicos. Los chips de gama alta como el A100 se venden por $150.000 HK ($19.150) cada uno, aproximadamente el doble del valor t\u00edpico de mercado.\u00a0<\/span><\/p>\n

\"\"
El rascacielos SEG de Shenzhen alberga el SEG Electronics Market, donde se pueden encontrar chips A100, seg\u00fan Reuters. Fuente: Wikimedia Commons<\/a>.<\/figcaption><\/figure>\n

Ivan Lau, cofundador del Laboratorio Pante\u00f3n de Hong Kong, <\/span>a Reuters<\/span><\/a>Ahora estamos hablando con dos proveedores para conseguir algunos\", \"Nos han dicho directamente que no habr\u00e1 garant\u00eda ni asistencia\". Lau buscaba entre 2 y 4 chips para alimentar los \u00faltimos modelos de IA de su empresa.\u00a0<\/span><\/p>\n

Vendedores que deseaban permanecer en el anonimato revelaron a Reuters que pod\u00edan conseguir f\u00e1cilmente chips A100, cuya compra o venta no es ilegal, s\u00f3lo dif\u00edcil de conseguir. La demanda existe, as\u00ed que no es de extra\u00f1ar que los vendedores astutos se aprovechen.\u00a0<\/span><\/p>\n

\u00bfQu\u00e9 dice Nvidia al respecto?<\/span><\/h2>\n

Cuando se le inform\u00f3 de este mercado negro, Nvidia dijo a Reuters: \"Si recibimos informaci\u00f3n de que un cliente est\u00e1 incumpliendo su acuerdo con nosotros y exportando productos restringidos en violaci\u00f3n de la ley, tomar\u00edamos medidas inmediatas y apropiadas.\"<\/span><\/p>\n

Sin embargo, los vendedores chinos siguen localizando chips, incluso comprando el exceso de existencias a grandes empresas estadounidenses o importando a trav\u00e9s de compa\u00f1\u00edas con sede en lugares como India, Taiw\u00e1n y Singapur.\u00a0<\/span><\/p>\n

Un sitio web de electr\u00f3nica alberga 40 vendedores de chips A100, m\u00e1s antiguos que el nuevo chip H100 pero a\u00fan m\u00e1s potentes que los A800 y H800, que Nvidia desarroll\u00f3 espec\u00edficamente para el mercado chino. <\/span><\/p>\n

Las fichas tambi\u00e9n aparecen en Xiaohongshu, similar a Instagram, y Douyin, la versi\u00f3n china de TikTok.<\/span><\/p>\n

\"\"
Desde que Nvidia lanz\u00f3 el chip H100, hay m\u00e1s A100 disponibles para el mercado negro. Fuente: Nvidia<\/a>.<\/figcaption><\/figure>\n

La demanda de chips de gama alta es excepcionalmente alta, sobre todo porque China sigue impulsando la IA.<\/span><\/p>\n

Sucede que Nvidia tiene todos los ases en la manga -China a\u00fan no ha desarrollado su propia industria competitiva de fabricaci\u00f3n de IA de gama alta-, pero planea cambiar eso en los pr\u00f3ximos 2 a 5 a\u00f1os<\/a>.\u00a0<\/span><\/p>\n

Un analista de 86Research, con sede en Shangh\u00e1i, sugiri\u00f3 que Estados Unidos no est\u00e1 demasiado preocupado por las transacciones a peque\u00f1a escala de estos chips, ya que son utilizados principalmente por empresas de nueva creaci\u00f3n y pymes; \"S\u00f3lo si China plantea una amenaza mayor tras una puesta al d\u00eda significativa, veremos una aplicaci\u00f3n m\u00e1s estricta\".<\/span><\/p>\n

Aunque los grandes modelos de IA, como ChatGPT, requieren miles de estos chips, se pueden ejecutar modelos potentes con un pu\u00f1ado de ellos.<\/p>\n

Adem\u00e1s, a medida que la IA se vuelva m\u00e1s eficiente, las empresas sacar\u00e1n m\u00e1s partido a sus chips del mercado negro. Lo \u00fanico que puede impedirlo es que China desarrolle su propio hardware de IA de gama alta.<\/p>","protected":false},"excerpt":{"rendered":"

Las continuas sanciones y disputas comerciales entre Estados Unidos y China han provocado una escasez de tecnolog\u00eda de IA de gama alta, como los chips A100 y H100 de Nvidia. Esto ha creado un inusual mercado negro. Nvidia es el campe\u00f3n indiscutible del mundo en lo que se refiere a hardware preparado para IA. Sus chips estrella, los A100 y H100, son \u00fanicos en su clase y todo el mundo los quiere, incluidas las empresas tecnol\u00f3gicas chinas dispuestas a comprarlos en un mercado negro en constante evoluci\u00f3n. China depende de las importaciones de tecnolog\u00eda de gama alta de empresas como Nvidia, que atribuy\u00f3 $7.000 millones en ingresos a China en 2022. A finales de 2022, la normativa estadounidense<\/p>","protected":false},"author":2,"featured_media":1932,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[84],"tags":[106,100],"class_list":["post-1930","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry","tag-nvidia","tag-semiconductors"],"yoast_head":"\nShortages of high-end tech in China are driving chips underground | DailyAI<\/title>\n<meta name=\"description\" content=\"Ongoing sanctions and trade disputes between the US and China have led to shortages in high-end AI tech, such as Nvidia\u2019s A100 and H100 chips.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/dailyai.com\/es\/2023\/06\/shortages-of-high-end-tech-in-china-are-driving-chips-underground\/\" \/>\n<meta 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