nvidia

Под действие новых импортных пошлин США подпали в том числе высокопроизводительные чипы #NVIDIA , произведенные на Тайване и предназначенные для поставок на китайский рынок. Это произошло вскоре после того, как американские власти выдали компании разрешение на экспорт данной продукции в Китай, однако с рядом существенных условий.
Президент США Дональд Трамп подписал указ о введении 25-процентной пошлины на импорт «определенных передовых полупроводников», которые используются в разработках в области искусственного интеллекта. Новая мера стала частью более широкой стратегии по контролю за распространением критически важных технологий и защите национальной безопасности Соединенных Штатов.
В официальном бюллетене Белого дома подчеркивается, что пошлины направлены исключительно на нейтрализацию потенциальных угроз безопасности и не будут распространяться на микросхемы, импортируемые с целью поддержки развития американской технологической цепочки поставок. Также отмечается, что исключения сделаны для продукции, способствующей укреплению внутренних производственных мощностей США в сфере выпуска производных полупроводников.
Согласно указу, под новые тарифы подпадают, в частности, такие чипы, как Nvidia H200 и AMD MI325 — решения, активно применяемые в вычислениях для искусственного интеллекта и центров обработки данных. Как сообщает издание Axios, данный шаг является частью компромиссного соглашения между властями США и Nvidia. В его рамках компания получает право поставлять в Китай продукцию, произведенную на Тайване, однако обязуется перечислять 25% выручки от этих продаж в бюджет Соединенных Штатов. Разрешение на экспорт было выдано Nvidia буквально накануне вступления пошлин в силу.
В самой Nvidia положительно оценили решение администрации Трампа. Представители компании заявили, что принятые меры позволяют ей сохранять конкурентоспособность на глобальном рынке и назвали соглашение «взвешенным компромиссом», который в долгосрочной перспективе принесет выгоду американской экономике и технологическому сектору.
Компания #AMD , чья продукция также подпала под действие указа, в свою очередь подчеркнула, что строго соблюдает действующее законодательство США в сфере экспортного контроля и продолжит работать в рамках установленных регуляторных требований.

#new
#BTC100kNext?
#USNonFarmPayrollReport

The United States, under President Donald Trump, has introduced a new 25% tariff on select high-end semiconductor imports, including Nvidia-designed chips manufactured in Taiwan. This tariff is part of a controversial deal that allows Nvidia to export its most advanced AI processors, the H200, to China.
According to confidential sources, the tariff will apply immediately upon the chips’ arrival on U.S. soil—before they are shipped to Chinese clients.

More Than Just Technology at Stake

Nvidia relies on Taiwan Semiconductor Manufacturing Company (TSMC) for producing the H200. The deal, approved by the Trump administration in December, gives the green light to export these AI chips to China—but only in exchange for an additional trade tax.
At the signing ceremony, Trump stated that the 25% tariff “is not the highest, but it’s a very good level,” adding that strong demand from Asia will ensure significant revenue for the U.S. He also admitted the tariff specifically targets a narrow set of semiconductors critical to U.S. AI and tech strategy.

Strategic Exceptions and More Tariffs on the Horizon

The White House also released a fact sheet suggesting that more tariffs and domestic manufacturing incentives may be announced soon. Besides Nvidia’s H200, AMD’s MI325X chip is also included in the new tariff list.
While some Taiwan-made semiconductors remain exempt from a previous 20% import tariff, the new measure selectively targets components with national security or strategic implications—especially those with applications in AI and defense.

Exporting Chips Will Be Slow and Complex

Trump’s decision came just after the Department of Commerce’s Bureau of Industry and Security (BIS) eased licensing rules for H200 chip exports to China. However, analysts warn that Nvidia still faces a lengthy export license process that may take weeks or even months.
Speculation has also emerged that Trump’s team demanded an additional fee in exchange for export approval. It's currently unclear when the full approval process will be finalized or if geopolitical tensions will complicate matters further.

Talks With Taiwan and Tech Giants Continue

Negotiations between the U.S., Taiwan, and leading chipmakers are currently stalled. Nevertheless, the U.S. Trade Representative is expected to submit a new import framework within 90 days to support both strategic chip sourcing and domestic chip manufacturing efforts.

#TRUMP , #TrumpTariffs , #china , #NVIDIA , #AI

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#NVIDIA 资助硅谷科技初创公司GRU Space在月球上搭建第一座酒店！简直就是钱多了没地方用！现在已经开始接受预定, 40万美金一晚上。
同名ticket #MOONHOTEL 已经在4 meme上线了，可以先占一个坑位，打一点进去，等待后期发酵

#MOONHOTEL

The United States has approved limited exports of Nvidia’s H200 AI chips to China, but under a newly tightened regulatory framework aimed at protecting U.S. national security and preserving America’s technological edge in artificial intelligence.
Under the new rules, the chips must undergo testing at an independent external laboratory before shipment to verify their AI performance. In addition, Chinese buyers may receive no more than 50% of the total number of H200 chips sold to U.S. customers.

New Requirements for Nvidia and Chinese Buyers
The regulations introduce conditions that did not previously exist. Nvidia must demonstrate that it has sufficient H200 supply within the United States, ensuring domestic demand is not affected. Chinese companies purchasing the chips must prove they have adequate security safeguards in place and formally commit that the chips will not be used for military purposes.
President Donald Trump said last month that he would allow chip sales provided the U.S. government received a 25% fee. The proposal drew criticism from both political parties, with opponents warning that the chips could strengthen China’s military capabilities and undermine U.S. leadership in AI technologies.

A “Compromise” That May Be Hard to Enforce
Jay Goldberg, an analyst at Seaport Research, described the export limits as a compromise solution. While they place some controls on Nvidia’s sales to China, he cautioned that effective monitoring and enforcement could prove difficult.
Goldberg noted that companies have repeatedly found ways to access restricted chips and said the U.S. government’s export strategy appears highly transactional—more like a temporary patch than a coherent long-term policy, masking deeper gaps in U.S. export controls.

Chinese Demand Far Exceeds Supply
According to reports last month, Chinese technology firms have already ordered more than 2 million H200 chips, priced at roughly $27,000 per unit. That figure far exceeds Nvidia’s current availability of about 700,000 chips.
At the CES trade show in Las Vegas last week, Nvidia CEO Jensen Huang said the company is ramping up production of the H200. He added that strong demand from China and other markets is driving up rental prices for H200 chips already operating in cloud data centers.

Warnings About Boosting China’s AI Capabilities
Saif Khan, who served as director for technology and national security at the White House National Security Council during President Joe Biden’s administration, warned that the new rule could significantly accelerate China’s AI programs.
According to Khan, the policy could allow China to acquire around two million advanced AI chips—roughly equivalent to the computing capacity currently held by a typical U.S. AI company. He also cautioned that the administration will face challenges enforcing “know your customer” requirements intended to prevent Chinese cloud providers from supporting illicit activities.

A Shift From the Biden-Era Policy
These concerns led the Biden administration to fully block exports of advanced AI chips to China. The Trump administration, however—guided by White House AI chief David Sacks—believes that controlled sales could actually discourage Chinese competitors, such as Huawei, from accelerating efforts to match cutting-edge chip designs from Nvidia and AMD.
When Trump announced the policy shift last month, he emphasized that exports would proceed “under conditions that preserve strong national security.”

Open Questions on Enforcement and Beijing’s Approval
Major uncertainties remain. It is unclear how strictly the restrictions will be enforced, or whether Beijing will ultimately approve the imports. Past smuggling operations worth $160 million highlight the significant enforcement challenges involved.
Recent reports suggest the U.S. has begun an internal review that could lead to the first shipments of H200 chips to China in the near future, marking an early test of Washington’s revised export strategy amid intensifying global competition over artificial intelligence.

#china , #AI , #NVIDIA , #worldnews , #TRUMP
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戰友們，我是研幣大叔。
2026 年初，全球科技界正被一場空前的「算力窒息」所壟罩。隨著 NVIDIA 正式發布 Rubin 架構，其對 HBM4 記憶體與台積電 2nm 產能的極致壓榨，導致全球算力市場進入了「配給制」時代。當 AI 算力成為比石油更暴力的戰略物資，傳統的採購契約與中心化雲端服務，在極致的供給缺口面前顯得蒼白無力。
大叔觀察到，這場危機正迫使資金流向一個全新的金融終局：算力資產的 RWA 液態化。而這場革命的關鍵節點，正繫於 @Dusk 。
一、 物理極限與能源套利：2026 算力市場的結構性崩潰
在 2026 年，算力不再是簡單的「租賃」，它正在變成一種「數位貨幣」。隨著 NVIDIA 全面轉向液冷架構，數據中心產生的廢熱回收效率已達 90% 以上。這意味著，運算成本已與能源成本發生了深度對沖。
* 算力稀缺性： 預計 2026 年 RWA 市場價值將增長三倍，而其中「替代資產」的核心驅動力就是 GPU 算力。
* 液態化革命： 透過代幣化技術，昂貴的 GPU 叢集被拆解為可交易的碎片，讓中小企業能像在 Uniswap 買幣一樣，即時獲取算力。
二、 金融護城河：為什麼清算層必須是 @Dusk ？
當我們討論「算力代幣化」時，最大的技術死穴在於：如何在公鏈環境下保護極端敏感的商業機密？
如果你是算力提供商，你絕不希望你的客戶清單、合約單價與運算邏輯被競對一眼看穿。這正是 @undefined 展現其「霸主級」RWA 競爭力的核心場景。
* ZKP（零知識證明）的維度打擊：
@undefined 的底層協議能在不暴露交易具體細節的前提下，完成資產轉移的合規性驗證。這對於價值數千萬美元的 GPU 算力結算來說，是機構級別的剛需。
* Citadel 與合規身分： 在 2026 年這個「大合規時代」，任何 RWA 的流動都必須符合監管（如 1/15 的 Clarity Act）。@undefined 的 Citadel 系統讓算力交易能在隱私狀態下，自動對接全球監管黑名單，實現「法規即代碼」。
三、 $DUSK 的價值錨點：從算力到 RWA 終局
在萬物皆可代幣化的 2026 年，我們需要一個能抗審查、且具備歐盟 MiCA 法規「原生支持」的金融底層。當 NVIDIA 的 Rubin 晶片在機房裡咆哮產出廢熱時，背後流動的每一分價值，都在 的隱私鏈上進行秒級清算。
這場革命不僅僅是關於挖礦或 AI，而是關於**「運算生產力」與「隱私金融」的終極聯姻。對於投資者而言，$DUSK 不再只是一個治理代幣，它是 2026 年全球算力貿易中，最不可或缺的隱私清算燃料。
研幣大叔觀點總結：
2026 年的勝利者，屬於那些看懂「資產主權」與「隱私清算」的人。當 AI 的算力荒撞上監管的鐵拳，@Dusk 提供的 ZKP 合規方案，就是那道通往新金融時代的唯一出口。
$DUSK #dusk #RWA #NVIDIA #數位主權 #ZKP

各位戰友，我是研幣大叔。
老實說，當我幾天前第一次在 CES 2026 的新聞標題看到「比特幣熱水器」時，我差點直接滑掉，心想這又是哪家廠商在搞愚人節惡作劇，或者是想騙流量的空氣產品。
但身為一個硬核觀察者，我習慣在下定論前先翻翻數據。沒想到這一鑽研下去，我整個人被這背後的能源邏輯給震撼到了。這不只是家電創新，這是一場關於**「熱回收運算」（Heat Reuse Computing）**的工業革命，它正在徹底改變我們定義「成本」與「價值」的方式。
一、 它是認真的：Superheat H1 不只是熱水器
這台名為 Superheat H1 的產品，是一台紮實的 50 加侖（約 190 公升）家用電熱水器。
它的核心顛覆了傳統發熱管的設計，改用內置的 ASIC 礦機芯片 作為發熱源。邏輯非常直接：礦機在運算時會產生巨大的廢熱，H1 透過液冷系統將這些原本要排掉的熱能直接導進水箱加熱洗澡水。
根據官方公布的數據，以比特幣目前約 9.1 萬美元的價格計算，這台售價 2,000 美元的機器，每年能挖出價值約 1,000 美元的比特幣。換句話說，約 2 年就能靠收益抵銷購機成本，同時還能抵銷約 80% 的水電負擔。
二、 廢熱不再是負擔：NVIDIA 引領的「液冷」大轉型
為什麼這項技術在 2026 年迎來大爆發？核心動力來自於 NVIDIA。
隨著 NVIDIA 全面轉向液冷架構（如 2026 年最新的 Rubin 平台），運算中心產生的熱量不再是四散的廢氣。液冷系統能將晶片 90% 以上的電能轉換為水中熱能，產出的水溫正好在 45^{\circ}C 到 60^{\circ}C 之間，這是地板暖氣與家用熱水的黃金區間。
這正引發一場**「能源套利」**的地理大遷徙：運算中心正在從「追逐便宜電力」的熱帶國家，轉向「能把廢熱賣掉」的寒冷地區。賣熱能的收入抵銷了電費，讓寒冷國家的「淨電費」反而低於熱帶國家。
三、 工業級應用：當整座城市靠算力取暖
這種「運算與能源一體化」的趨勢早已在 2026 年的工業界大放異彩：
* 數位供暖： Marathon Digital 在芬蘭與當地能源公司合作，利用礦機廢熱為超過 8 萬戶家庭 提供城市供暖。
* 比特幣溫室： 嘉楠耘智（Canaan）在加拿大啟動了大型計畫，將液冷礦機產生的熱能加熱水溫至 75度C 以上，再循環到溫室地底管道。這讓極寒地區的農場減少了 80% 的化石燃料消耗。
* 數位散熱暖爐： 法國 Qarnot 則更進一步，將處理雲端渲染服務的運算暖爐裝進一般家庭，暖氣費直接由廠商支付。
四、 深入省思：當「廢熱」資產化後的金融挑戰
分析完這一切，大叔意識到我們正在走向一個「運算與能源合一」的時代。以後，我們跑的 AI 模型、挖的比特幣，可能正在幫北歐某個家庭加熱洗澡水。
然而，當這類「發熱兼賺錢」的設備（如 H1 或工業供熱器）開始在全球普及，它們本質上就成了具備現金流的現實世界資產（RWA）。這時，如何確保海量設備的收益能跨國界、合規且隱私地結算，就成了技術的下一道瓶頸。
這也是為什麼大叔在關注能源趨勢的同時，也一直在追蹤 @Dusk 的原因。
在這種萬物皆可代幣化的 2026 年，像 Dusk Network 這種具備 ZKP（零知識證明） 隱私技術與符合 MiCA 合規框架的底層協議，正是支撐這類「分散式能源資產」安全運作的隱形支柱。當我們在享受廢熱帶來的財富與溫暖時，背後的金融結算主權，才是這場革命能否長久運行的關鍵。
這場數位燃料革命才剛開始，我們錢包裡的每一度電、每一分熱，都正在被重新定義。

$DUSK
#NVIDIA #RWA #dusk

Harga perak kembali meroket menjadi US$85,23 pada Selasa (13/01) menjelang pertemuan Federal Reserve (The Fed). Tak hanya itu, kapitalisasi pasarnya juga naik tipis 0,27% yang membuatnya menyalip NVIDIA menjadi aset paling berharga kedua di dunia.

Di sisi lain, $BTC masih turun ke posisi ke-8 dengan kapitalisasi pasar senilai $USDT 1,8 triliun setelah sebelumnya sempat menyalip saham Alphabet, perusahaan induk Google sebagai aset paling berharga kelima di dunia.

Lonjakan perak terjadi karena pasar khawatir terhadap independensi The Fed. Sebagai informasi, Departemen Kehakiman Amerika Serikat memutuskan untuk menyelidiki Ketua The Fed Jerome Powell.

Powell menyebut penyelidikan tersebut merupakan serangan politik dari Gedung Putih terkait penolakannya menurunkan suku bunga sesuai keinginan Presiden Trump. Hal ini mendorong investor untuk beralih ke aset safe haven.

Meski harga perak sudah menguat kuat sejak tahun lalu, kenaikan sekitar 7% hingga mendekati rekor baru ini terutama dipicu oleh faktor geopolitik dan institusional, bukan semata-mata fundamental permintaan industri.

Karena pasar perak relatif lebih kecil dibanding emas, arus modal defensif tersebut berdampak lebih besar pada harganya, menjadikan perak sangat sensitif terhadap ketidakpastian kebijakan.

Source : Academy Crypto
#GOLD
#Silver