{"id":4100,"date":"2023-08-10T11:50:42","date_gmt":"2023-08-10T11:50:42","guid":{"rendered":"https:\/\/dailyai.com\/?p=4100"},"modified":"2023-08-10T21:24:34","modified_gmt":"2023-08-10T21:24:34","slug":"biden-curbs-us-tech-investments-in-china-over-security-concerns","status":"publish","type":"post","link":"https:\/\/dailyai.com\/es\/2023\/08\/biden-curbs-us-tech-investments-in-china-over-security-concerns\/","title":{"rendered":"Biden frena las inversiones tecnol\u00f3gicas de EE.UU. en China por motivos de seguridad"},"content":{"rendered":"

El Presidente Joe Biden dio otro paso hacia la limitaci\u00f3n de determinadas inversiones estadounidenses en sectores de alta tecnolog\u00eda en China, alegando motivos de seguridad nacional.\u00a0<\/b><\/p>\n

Este <\/span>nueva orden ejecutiva<\/span><\/a> se centra en tres sectores principales: semiconductores y microelectr\u00f3nica, tecnolog\u00edas de la informaci\u00f3n cu\u00e1ntica y sistemas de IA.<\/span><\/p>\n

En los \u00faltimos a\u00f1os, el gobierno estadounidense ha aplicado m\u00faltiples normativas para restringir el comercio con China, de acuerdo con una pol\u00edtica de 25 a\u00f1os para garantizar que el pa\u00eds permanezca \"dos generaciones por detr\u00e1s\" de Estados Unidos. <\/span><\/p>\n

En octubre, la administraci\u00f3n Biden limit\u00f3 la exportaci\u00f3n de chips GPU de IA de gama alta en un intento de mantener a Estados Unidos en la vanguardia de la IA generativa.\u00a0<\/span><\/p>\n

Sin embargo, estas \u00f3rdenes ejecutivas no siempre consiguen el efecto deseado. Por ejemplo, en agosto de 2022, un informe de <\/span>El Registro<\/span><\/a> descubri\u00f3 que unas 94% de exportaciones a China recibieron luz verde a pesar de las restricciones.\u00a0<\/span><\/p>\n

La \u00faltima orden de Biden intensific\u00f3 los debates en torno al futuro de la inversi\u00f3n estadounidense \"en tecnolog\u00edas y productos sensibles cr\u00edticos para las capacidades militares, de inteligencia, vigilancia o cibern\u00e9ticas\".<\/span><\/p>\n

Esta \u00faltima normativa afecta principalmente a las inversiones de capital privado, capital riesgo y empresas conjuntas. El gobierno espera que se le notifiquen la mayor\u00eda de las inversiones que entren en el \u00e1mbito de aplicaci\u00f3n de la orden, y se prohibir\u00e1n determinadas transacciones.<\/span><\/p>\n

Las empresas chinas que desarrollan software de dise\u00f1o de chips y herramientas de fabricaci\u00f3n, un \u00e1mbito dominado en gran medida por Estados Unidos, Jap\u00f3n y los Pa\u00edses Bajos, ocupan un lugar central en la orden. <\/span><\/p>\n

China est\u00e1 impulsando la construcci\u00f3n de un <\/span>fabricaci\u00f3n nacional de chips<\/span><\/a> pero sigue dependiendo casi totalmente de las importaciones.\u00a0<\/span><\/p>\n

Consecuencias pol\u00edticas y econ\u00f3micas<\/span><\/h2>\n

Aunque esto podr\u00eda aumentar las tensiones entre las dos superpotencias mundiales, los funcionarios estadounidenses subrayaron que el principal objetivo es hacer frente a los riesgos \"m\u00e1s agudos\" para la seguridad nacional y no cortar todas las formas de actividad exportadora generadora de ingresos.<\/span><\/p>\n

Al fin y al cabo, China es un gran comprador de tecnolog\u00eda estadounidense, por lo que los sacrificios se extienden en ambas direcciones.\u00a0<\/span><\/p>\n

El l\u00edder dem\u00f3crata del Senado, Chuck Schumer, <\/span>elogi\u00f3 la decisi\u00f3n del Presidente<\/span><\/a>reforzando la importancia de que \"la inversi\u00f3n estadounidense no se destine a financiar el avance militar chino\".\u00a0<\/span><\/p>\n

Un representante de la embajada china en Washington expres\u00f3 su decepci\u00f3n, sugiriendo que las restricciones podr\u00edan afectar negativamente tanto a las empresas chinas como a las estadounidenses. Liu Pengyu declar\u00f3: \"China seguir\u00e1 de cerca la situaci\u00f3n y salvaguardar\u00e1 firmemente nuestros derechos e intereses.\"<\/span><\/p>\n

El Ministerio de Comercio chino fue m\u00e1s cr\u00edtico y acus\u00f3 a Estados Unidos de poner en peligro la industria mundial y las cadenas de suministro. Un portavoz del ministerio subray\u00f3 que tales medidas contradicen los principios del libre mercado y la competencia leal que EE.UU. ha respaldado hist\u00f3ricamente.<\/span><\/p>\n

Emily Benson, del Centro de Estudios Estrat\u00e9gicos e Internacionales (CSIS), prev\u00e9 que se proh\u00edban ciertas inversiones en IA, especialmente las dirigidas a aplicaciones militares, y que otras inversiones en el sector requieran notificaci\u00f3n gubernamental.<\/span><\/p>\n

Benson destac\u00f3 el reto que supone para la administraci\u00f3n diferenciar entre aplicaciones militares y no militares de la IA y definir con precisi\u00f3n la IA.\u00a0<\/span><\/p>\n

Las grandes tecnol\u00f3gicas chinas se aseguran $5.000 millones en chips Nvidia<\/span><\/h2>\n

Las principales empresas chinas siguen abasteci\u00e9ndose de chips de alto rendimiento de Nvidia.<\/span><\/p>\n

Baidu, ByteDance, Tencent y Alibaba han encargado chips por valor de $1.000 millones que se entregar\u00e1n este a\u00f1o, y otros $4.000 millones en 2024, seg\u00fan la <\/span>Financial Times<\/span><\/a>. Esto incluye unos 100.000 chips A800 que se entregar\u00e1n este a\u00f1o.\u00a0<\/span><\/p>\n

La A800 es una GPU modificada dise\u00f1ada espec\u00edficamente para el mercado chino, b\u00e1sicamente una forma debilitada de los buques insignia de Nvidia. Peque\u00f1as cantidades de chips H100 y A100 de gama alta est\u00e1n llegando a China y apareciendo en un <\/span>pr\u00f3spero mercado negro<\/span><\/a> donde se venden casi al doble del precio al por menor.\u00a0<\/span><\/p>\n

En junio, el responsable financiero de Nvidia coment\u00f3 que cualquier posible restricci\u00f3n de las exportaciones de chips de IA a China podr\u00eda suponer \"una p\u00e9rdida permanente de oportunidades para la industria estadounidense.\"\u00a0<\/span><\/p>\n

Este pedido masivo de GPU puede proporcionar a la industria tecnol\u00f3gica china suficiente potencia de c\u00e1lculo para aguantar hasta que su industria nacional de chips entre en acci\u00f3n.\u00a0<\/span><\/p>\n

La carrera por la supremac\u00eda de la IA no ha hecho m\u00e1s que empezar.\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"

El Presidente Joe Biden dio otro paso hacia la limitaci\u00f3n de determinadas inversiones estadounidenses en sectores de alta tecnolog\u00eda en China, alegando motivos de seguridad nacional. Esta nueva orden ejecutiva se centra en tres sectores principales: semiconductores y microelectr\u00f3nica, tecnolog\u00edas de la informaci\u00f3n cu\u00e1ntica y sistemas de IA. En los \u00faltimos a\u00f1os, el gobierno estadounidense ha aplicado m\u00faltiples normativas para restringir el comercio con China, en consonancia con una pol\u00edtica de 25 a\u00f1os para garantizar que el pa\u00eds permanezca \"dos generaciones por detr\u00e1s\" de Estados Unidos. En octubre, la administraci\u00f3n Biden limit\u00f3 la exportaci\u00f3n de chips de GPU de IA de gama alta en un intento de mantener a Estados Unidos en la vanguardia de la IA generativa. Estas \u00f3rdenes ejecutivas no<\/p>","protected":false},"author":2,"featured_media":4101,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[85],"tags":[99,291,106,100,292],"class_list":["post-4100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-policy","tag-ai-race","tag-gpu","tag-nvidia","tag-semiconductors","tag-us-china"],"yoast_head":"\nBiden curbs US tech investments in China over security concerns | DailyAI<\/title>\n<meta name=\"description\" content=\"President Joe Biden took another step towards limiting certain US investments in high-tech sectors in China, citing national security concerns.\u00a0\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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