Dlouho o\u010dek\u00e1van\u00e9 setk\u00e1n\u00ed Donalda Trumpa a Si \u0164in-pchinga v Pekingu prozat\u00edm nep\u0159ineslo mnoho definitivn\u00edch z\u00e1v\u011br\u016f. Si varoval USA p\u0159ed potenci\u00e1ln\u00edm konfliktem velmoc\u00ed. Ten se ale u\u017e odehr\u00e1v\u00e1, jen nejde o konflikt v\u00e1le\u010dn\u00fd, ale ekonomick\u00fd. Nejv\u011bt\u0161\u00ed boje dnes prob\u00edhaj\u00ed v technologi\u00edch, polovodi\u010dech, a v\u00fdhledu pro budoucnost Tchaj-wanu.<\/p>\n
Na palub\u011b Air Force One do Pekingu cestoval s Trumpem i Jensen Huang, \u0161\u00e9f Nvidie, kter\u00e9ho Trump osobn\u011b pozval na posledn\u00ed chv\u00edli b\u011bhem mezip\u0159ist\u00e1n\u00ed na Alja\u0161ce. U\u017e to samo o sob\u011b ukazuje, jak centr\u00e1ln\u00ed roli hraj\u00ed \u010dipy pro um\u011blou inteligenci v dne\u0161n\u00ed diplomacii.<\/p>\n
St\u0159edobodem jedn\u00e1n\u00ed byl vlastn\u011b v\u00fdm\u011bnn\u00fd obchod. A\u010dkoliv je to nep\u0159\u00edjemn\u00e9 p\u0159iznat, USA a \u010c\u00edna se vz\u00e1jemn\u011b pot\u0159ebuj\u00ed. Obchodn\u00ed dohoda mezi USA a \u010c\u00ednou bude z\u0159ejm\u011b prodlou\u017een\u00e1, a m\u016f\u017eeme o\u010dek\u00e1vat \u017ee \u010c\u00edna \u010d\u00e1ste\u010dn\u011b uvoln\u00ed exportn\u00ed omezen\u00ed na gallium, germanium a dal\u0161\u00ed vz\u00e1cn\u00e9 zeminy v\u00fdm\u011bnou za povolen\u00ed pro n\u00e1kup pokro\u010dil\u00fdch \u010dip\u016f Nvidia H200, kter\u00e9 ve \u010dtvrtek schv\u00e1lilo americk\u00e9 ministerstvo obchodu. Prodeje jsou ale omezeny na 750 tis\u00edc kus\u016f a nejv\u00fdkonn\u011bj\u0161\u00ed \u010dipy Nvidie, architektury Blackwell a Rubin, nad\u00e1le z\u016fst\u00e1vaj\u00ed pro \u010c\u00ednu nedostupn\u00e9.<\/p>\n
Podporovat z\u00e1vislost na americk\u00fdch \u010dipech ale nen\u00ed v z\u00e1jmu Pekingu. Je proto pravd\u011bpodobn\u00e9, \u017ee \u010c\u00edna bude i nad\u00e1le prosazovat pou\u017e\u00edv\u00e1n\u00ed \u010dip\u016f spole\u010dnosti Huawei, kter\u00e9 jsou v \u010c\u00edn\u011b hlavn\u00edm konkurentem Nvidie. A\u010dkoli nejsou tak v\u00fdkonn\u00e9 a nejsou kompatibiln\u00ed s architekturou CUDA, umo\u017e\u0148uj\u00ed \u010c\u00edn\u011b dos\u00e1hnout sob\u011bsta\u010dnosti, co\u017e ji m\u016f\u017ae d\u00e1t v\u00fdhodu v budouc\u00edch jedn\u00e1n\u00edch<\/p>\n
\u010c\u00edna upev\u0148uje svou pozici jako konkuren\u010dn\u00ed sv\u011btov\u00e1 velmoc. Situace v Hormuzsk\u00e9m pr\u016flivu pos\u00edlila pozici \u010c\u00edny v\u016f\u010di Trumpovi, kter\u00fd se sna\u017e\u00ed p\u0159esv\u011bd\u010dit Si \u0164in-pchinga, aby vyvinul tlak na \u00cdr\u00e1n a p\u0159im\u011bl ho k otev\u0159en\u00ed pr\u016flivu. Pokud se \u010c\u00edn\u011b poda\u0159\u00ed pos\u00edlit sv\u00e9 dom\u00e1c\u00ed kapacity v oblasti v\u00fdroby \u010dip\u016f, z\u00edsk\u00e1 t\u00edm je\u0161t\u011b v\u011bt\u0161\u00ed vyjedn\u00e1vac\u00ed v\u00fdhodu, co\u017e by mohlo zhor\u0161it vyhl\u00eddky Tchaj-wanu, kter\u00fd je pro Si \u0164in-pchinga st\u00e1le jednou z hlavn\u00edch priorit.<\/p>\n
Investi\u010dn\u00ed teze AI revoluce nikdy nebyla zalo\u017eena na \u010d\u00ednsk\u00e9 popt\u00e1vce, i kdy\u017e je to v\u00edtan\u00fd bonus. Nvidia ve sv\u00fdch progn\u00f3z\u00e1ch v sou\u010dasn\u00e9 dob\u011b nep\u0159edpokl\u00e1d\u00e1 \u017e\u00e1dn\u00e9 prodeje do \u010c\u00edny. Pro Nvidii p\u0159edstavuje prodej \u010dip\u016f do \u010c\u00edny tr\u017eby v \u0159\u00e1du n\u011bkolika miliard dolar\u016f, co\u017e je v tuto chv\u00edli jen mal\u00e1 \u010d\u00e1st celkov\u00fdch p\u0159\u00edjm\u016f. \u010c\u00edna v\u0161ak pro obchod s um\u011blou inteligenc\u00ed st\u00e1le p\u0159edstavuje snad nejv\u011bt\u0161\u00ed riziko. P\u0159\u00edpadn\u00e1 blok\u00e1da Tchaj-wanu by m\u011bla katastrof\u00e1ln\u00ed dopad na glob\u00e1ln\u00ed dodavatelsk\u00fd \u0159et\u011bzec polovodi\u010d\u016f, kter\u00fd je vysoce z\u00e1visl\u00fd na Tchajwansk\u00e9 spole\u010dnosti TSMC, kter\u00e1 vyr\u00e1b\u00ed v\u011bt\u0161inu nejpokro\u010dilej\u0161\u00edch sv\u011btov\u00fdch \u010dip\u016f.<\/p>\n","protected":false},"excerpt":{"rendered":"
Dlouho o\u010dek\u00e1van\u00e9 setk\u00e1n\u00ed Donalda Trumpa a Si \u0164in-pchinga v Pekingu prozat\u00edm nep\u0159ineslo mnoho definitivn\u00edch z\u00e1v\u011br\u016f. Si varoval USA p\u0159ed potenci\u00e1ln\u00edm konfliktem velmoc\u00ed. Ten se ale u\u017e odehr\u00e1v\u00e1, jen nejde o konflikt v\u00e1le\u010dn\u00fd, ale ekonomick\u00fd. Nejv\u011bt\u0161\u00ed boje dnes prob\u00edhaj\u00ed v technologi\u00edch, polovodi\u010dech, a v\u00fdhledu pro budoucnost Tchaj-wanu. Na palub\u011b Air Force One do Pekingu cestoval s…<\/p>\n","protected":false},"author":158,"featured_media":1206335,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1308],"tags":[],"asset_type":[],"class_list":["post-1265702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insights"],"acf":[],"yoast_head":"