{"id":112421,"date":"2026-09-29T08:54:23","date_gmt":"2026-09-29T06:54:23","guid":{"rendered":"https:\/\/legrandcontinent.eu\/es\/?p=112421"},"modified":"2026-09-29T08:54:27","modified_gmt":"2026-09-29T06:54:27","slug":"pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia","status":"publish","type":"post","link":"https:\/\/legrandcontinent.eu\/es\/2026\/09\/29\/pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia\/","title":{"rendered":"Pek\u00edn se dispondr\u00eda a autorizar a ByteDance y Alibaba a comprar chips de Nvidia por valor de miles de millones de d\u00f3lares"},"content":{"rendered":"\n<p>Seg\u00fan fuentes al tanto de las negociaciones, el gobierno chino estar\u00eda a punto de autorizar a varias de sus grandes empresas tecnol\u00f3gicas, entre ellas ByteDance y Alibaba, a adquirir tarjetas gr\u00e1ficas Nvidia de \u00faltima generaci\u00f3n, la RTX PRO 5500. Esto supondr\u00eda una importante se\u00f1al de apertura hacia los chips estadounidenses, tras la compra este verano de unos 10.000 chips H200 por parte de ByteDance y Tencent.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-1-112421' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/09\/29\/pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia\/#easy-footnote-bottom-1-112421' title='Qianer Liu, \u00ab&lt;a href=&quot;https:\/\/www.theinformation.com\/articles\/china-weighs-allowing-purchases-new-nvidia-chips-bytedance-alibaba&quot;&gt;China Weighs Allowing Purchases of New Nvidia Chips by ByteDance, Alibaba&lt;\/a&gt;\u00bb, &lt;em&gt;The Information&lt;\/em&gt;, 27 de septiembre de 2026.'><sup>1<\/sup><\/a><\/span><\/span>.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adem\u00e1s de los controles de exportaci\u00f3n estadounidenses, que limitan las ventas de chips avanzados a China, Pek\u00edn restringe su entrada en su mercado al someter cada compra a una autorizaci\u00f3n con el fin de favorecer a los fabricantes chinos, como Huawei.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-2-112421' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/09\/29\/pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia\/#easy-footnote-bottom-2-112421' title='Zijing Wu, \u00ab&lt;a href=&quot;https:\/\/www.ft.com\/content\/6c5650fb-969d-4d4e-80d6-8d11002a8cf7?syn-25a6b1a6=1&quot;&gt;China eases limits on Nvidia H200 chips as AI race escalates\u00bb&lt;\/a&gt;, &lt;em&gt;Financial Times&lt;\/em&gt;, 19 de agosto de 2026.'><sup>2<\/sup><\/a><\/span><\/span><\/li>\n\n\n\n<li>Sin embargo, la eficacia de esta estrategia sigue siendo limitada: los chips chinos a\u00fan no se producen en cantidades suficientes ni tienen el rendimiento necesario para satisfacer la demanda interna, en particular la de los grandes actores.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-3-112421' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/09\/29\/pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia\/#easy-footnote-bottom-3-112421' title='Wendy Chang, &lt;a href=&quot;https:\/\/merics.org\/en\/comment\/taking-h200-chips-beijing-balances-self-reliance-goals-ai-growth&quot;&gt;\u00abIn taking H200 chips, Beijing balances self-reliance goals with AI growth&lt;\/a&gt;\u00bb, MERICS, 4 de marzo de 2026.'><sup>3<\/sup><\/a><\/span><\/span><\/li>\n\n\n\n<li>Una autorizaci\u00f3n de este tipo reflejar\u00eda cierto pragmatismo por parte del r\u00e9gimen chino, lo que equivaldr\u00eda a reconocer las deficiencias de los chips chinos.&nbsp;<span class='whitespace-nowrap'><span id='easy-footnote-4-112421' class='easy-footnote-margin-adjust'><\/span><span class='easy-footnote note-digits-1'><a href='https:\/\/legrandcontinent.eu\/es\/2026\/09\/29\/pekin-pretende-autorizar-bytedance-y-alibaba-a-comprar-chips-nvidia\/#easy-footnote-bottom-4-112421' title='Vincent Lee, \u00ab&lt;a href=&quot;https:\/\/www.bloomberg.com\/news\/articles\/2026-09-27\/china-may-let-alibaba-buy-new-nvidia-chips-the-information-says&quot;&gt;China May Let Alibaba Buy Nvidia\u2019s RTX Chips, Information Says&lt;\/a&gt;\u00bb, &lt;em&gt;Bloomberg&lt;\/em&gt;, 27 de septiembre de 2026.'><sup>4<\/sup><\/a><\/span><\/span><\/li>\n<\/ul>\n\n\n\n<p>Algunos compradores chinos tienen previsto integrar estas RTX PRO 5500 de Nvidia en servidores para ejecutar modelos de IA para sus clientes.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Seg\u00fan <em>The Information<\/em>, solo ByteDance tendr\u00eda previsto encargar alrededor de un mill\u00f3n de unidades.<\/li>\n\n\n\n<li>Al precio que se aplica en China, un pedido de este tipo ascender\u00eda a 13.000 millones de d\u00f3lares, lo que equivale a dos tercios de las ventas de Nvidia a clientes chinos durante el ejercicio 2026, que finaliz\u00f3 en enero.<\/li>\n<\/ul>\n\n\n\n<div class=\"iframe-container wp-block-image wp-block-image-medium  iframe-dw\">\n\t<div>\n\t\t<iframe class=\"absolute w-full h-full pin-t pin-l\" title=\"titolo\" aria-label=\"Interactive line chart\" src=\"\/\/datawrapper.dwcdn.net\/a4qVO\/\" scrolling=\"no\" frameborder=\"0\"><\/iframe>\n\t<\/div>\n<\/div>\n\n\n\n<p>Esta decisi\u00f3n se producir\u00eda tan solo unos d\u00edas despu\u00e9s de la <a href=\"https:\/\/legrandcontinent.eu\/es\/2026\/09\/23\/por-que-trump-recibe-a-xi-jinping-con-un-fastuoso-protocolo\/\">visita de Estado<\/a> de Xi Jinping a Washington, al t\u00e9rmino de la cual se hicieron pocos anuncios concretos.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Jensen Huang, cofundador y director ejecutivo de Nvidia, y Lisa Su, al frente de su competidor AMD, figuraban entre los pocos invitados sentados a la mesa de Donald Trump y Xi Jinping durante la cena de Estado celebrada en la Casa Blanca el jueves 24 de septiembre.<\/li>\n\n\n\n<li>Huang y Su pretenden recuperar el acceso al mercado chino, que qued\u00f3 pr\u00e1cticamente cerrado debido a los controles a la exportaci\u00f3n impuestos por la administraci\u00f3n de Biden en octubre de 2022 y que la administraci\u00f3n de Trump ha mantenido e incluso endurecido.<\/li>\n\n\n\n<li>Nvidia y AMD tambi\u00e9n se oponen a los proyectos de ley bipartidistas destinados a restringir a\u00fan m\u00e1s las ventas de chips de IA y equipos de fabricaci\u00f3n de semiconductores a China. El Senado los incluy\u00f3 en julio en su versi\u00f3n de la Ley de Autorizaci\u00f3n de Defensa Nacional (NDAA) para el ejercicio 2027.<\/li>\n<\/ul>\n\n\n\n<p>Los informes oficiales de la cumbre entre Trump y Xi no mencionan los controles de exportaci\u00f3n estadounidenses, y Washington afirma haberlos retirado de las negociaciones comerciales. Seg\u00fan el representante de Comercio de Estados Unidos, Jamieson Greer, tampoco se hab\u00edan mencionado durante las conversaciones sobre la seguridad de la IA entre el viceprimer ministro chino He Lifeng y el secretario del Tesoro Scott Bessent, el 20 de septiembre.<\/p>\n","protected":false},"excerpt":{"rendered":"<p> Una autorizaci\u00f3n de este tipo reflejar\u00eda cierto pragmatismo por parte del r\u00e9gimen chino.<\/p>\n","protected":false},"author":2622,"featured_media":112428,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"templates\/post-briefings.php","format":"standard","meta":{"_acf_changed":false,"_trash_the_other_posts":false,"_yoast_wpseo_estimated-reading-time-minutes":3,"_lgc_tts_voice":"","_lgc_tts_publish":false,"_lgc_tts_history_item_id":"","_lgc_tts_generated_at":"","_lgc_tts_status":"","_lgc_tts_error":"","footnotes":""},"categories":[123],"tags":[],"staff":[],"editorial_format":[1472],"serie":[],"audience":[],"geo":[197],"class_list":["post-112421","post","type-post","status-publish","format-standard","hentry","category-digital","editorial_format-analisis","geo-asia-oriental"],"acf":{"open_in_webview":false,"accent":"default","_thumbnail_id":112428,"excerpt":" Una autorizaci\u00f3n de este tipo reflejar\u00eda cierto pragmatismo por parte del r\u00e9gimen chino.","display_date":"","new_abstract":true},"yoast_head":"<!-- This site is optimized 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