Silicon has become the new battlefield. Geopolitical tensions between major technological powers have put the spotlight on the semiconductor supply chain.<\/p>\n
The Santa Clara firm is in the middle of a complex chessboard where trade restrictions directly affect its export capacity to the Asian market.<\/p>\n
The recent agreement between NVIDIA and the US government to continue selling chips to China, in exchange for giving up 15% of its revenue, marks a turning point: geopolitics has broken into the heart of corporate power.<\/p>\n
NVIDIA’s decision to accept a 15% reduction in revenue for certain sales to China reflects extreme geopolitical pressure.<\/p>\n
This percentage is a direct share that the US requires as a condition for maintaining access to a key market. For NVIDIA, leaving China would be economically unviable<\/strong>, so partial loss becomes the \u201clesser evil.\u201d<\/p>\n The agreement also requires redesigning the chips to meet performance limits imposed by the US, creating China-specific versions that cannot be used in military or intelligence applications.<\/p>\n This technical redesign is part of a broader strategy to contain Chinese technological advancement <\/strong>without completely severing trade ties.<\/p>\n The threats to big technology companies are no longer just internal or market-based, but interstate.<\/p>\n Companies like NVIDIA, AMD or ASML, which depend on Asian supply chains and the Chinese market, face a dilemma: comply with US export restrictions without losing their largest source of growth.**<\/p>\n As the US seeks to rein in its rivals by limiting access to advanced chips, China is accelerating its investment in local design and manufacturing.<\/p>\n This forces companies to maneuver between two rival economic blocks, adapting their products and strategies without losing competitiveness.<\/p>\n The most disturbing thing about the agreement is the precedent it establishes:<\/strong> direct state intervention in the income of a private company. USbut how much a company can earn on a specific transaction. It no longer just regulates what is sold.<\/p>\n This model could be extended to other strategic industries, such as biotechnology or clean energy, diluting the border between public and private.<\/p>\n If governments begin to dictate profit margins as a condition for operating, business decisions will no longer respond to market logic and will be subject to geopolitical interests.\u00a0<\/strong><\/p>\n Innovation, investment and expansion could become trapped in a power game between states.<\/p>\n The NVIDIA case symbolizes the end of technological neutrality. The 15% transfer is not an isolated agreement, but a sign that hardware companies now operate under a social-geopolitical contract.\u00a0**<\/p>\n Financial success is increasingly tied to national security objectives. If this practice becomes normalized, global investment will become more cautious and technological development will fragment among rival blocs.<\/p>\n The challenge is no longer just to innovate, but to navigate a world where governments are implicit shareholders. The price of this new reality will be paid by the speed of global innovation.<\/p>\n","protected":false},"excerpt":{"rendered":" Silicon has become the new battlefield. Geopolitical tensions between major technological powers have put the spotlight on the semiconductor supply chain. The Santa Clara firm is in the middle of a complex chessboard where trade restrictions directly affect its export capacity to the Asian market. The recent agreement between NVIDIA and the US government to […]<\/p>\n","protected":false},"author":9,"featured_media":22146,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_uag_custom_page_level_css":"","_thinkrank_schema_form_data":"","_thinkrank_selected_schema_type":"","_thinkrank_additional_schemas":"","_thinkrank_canonical_url":"","_thinkrank_og_title":"","_thinkrank_og_description":"","_thinkrank_og_image":"","_thinkrank_twitter_title":"","_thinkrank_twitter_description":"","_thinkrank_twitter_image":"","_thinkrank_imported_from":"","_thinkrank_focus_keywords":[],"_thinkrank_focus_keyword":"","_thinkrank_robots_meta_enabled":0,"_thinkrank_robots_meta":"","_thinkrank_advanced_robots_meta":"","_thinkrank_exclude_from_search":0,"_thinkrank_exclude_from_archives":0,"_thinkrank_primary_category":0,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[719,3],"tags":[],"class_list":["post-24934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","category-uncategorized"],"uagb_featured_image_src":{"full":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china.jpeg",1408,768,false],"thumbnail":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china-150x150.jpeg",150,150,true],"medium":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china-300x164.jpeg",300,164,true],"medium_large":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china-768x419.jpeg",768,419,true],"large":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china-1024x559.jpeg",1024,559,true],"1536x1536":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china.jpeg",1408,768,false],"2048x2048":["https:\/\/comunicagenia.com\/wp-content\/uploads\/2025\/11\/nvidia-venta-chips-china.jpeg",1408,768,false]},"uagb_author_info":{"display_name":"marketing","author_link":"https:\/\/comunicagenia.com\/en\/blog\/author\/marketing\/"},"uagb_comment_info":0,"uagb_excerpt":"Silicon has become the new battlefield. Geopolitical tensions between major technological powers have put the spotlight on the semiconductor supply chain. The Santa Clara firm is in the middle of a complex chessboard where trade restrictions directly affect its export capacity to the Asian market. The recent agreement between NVIDIA and the US government to…","_links":{"self":[{"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/posts\/24934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/comments?post=24934"}],"version-history":[{"count":0,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/posts\/24934\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/media\/22146"}],"wp:attachment":[{"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/media?parent=24934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/categories?post=24934"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/comunicagenia.com\/en\/wp-json\/wp\/v2\/tags?post=24934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}Geopolitics and big tech: an unsustainable balance<\/h2>\n
A dangerous precedent?<\/h2>\n
The new global technology contract<\/h2>\n