{"id":14371,"date":"2026-05-18T15:07:41","date_gmt":"2026-05-18T18:07:41","guid":{"rendered":"https:\/\/radiomiami.us\/?p=14371"},"modified":"2026-05-18T19:10:45","modified_gmt":"2026-05-18T22:10:45","slug":"alejandro-a-tagliavini-mientras-occidente-se-duerme-china-se-posiciona-fuerte-en-el-valor-economico-robotico","status":"publish","type":"post","link":"https:\/\/radiomiami.us\/en\/alejandro-a-tagliavini-mientras-occidente-se-duerme-china-se-posiciona-fuerte-en-el-valor-economico-robotico\/","title":{"rendered":"Alejandro A. Tagliavini*; Mientras occidente se duerme, China se posiciona fuerte en el valor econ\u00f3mico\u00a0rob\u00f3tico"},"content":{"rendered":"
<\/div>\n
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Buenos Aires, 17\/05\/2026<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Seg\u00fan un informe de\u00a0Alpine Macro<\/a>, la carrera global por la supremac\u00eda en inteligencia artificial (IA) est\u00e1 siendo determinada cada vez m\u00e1s por la escala industrial y no \u00fanicamente por la capacidad de procesamiento inform\u00e1tico.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Aunque los EE.UU. mantienen una clara ventaja en inteligencia de frontera y desarrollo de semiconductores, China ha consolidado una posici\u00f3n dominante en la fabricaci\u00f3n f\u00edsica, la infraestructura de cadena de suministro y la densidad de despliegue necesarias para la rob\u00f3tica.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Si bien China solo representa aproximadamente una cuarta parte del suministro mundial de litio en bruto, pr\u00e1cticamente monopoliza la capacidad de procesamiento, produciendo el 80 % de las bater\u00edas de iones de litio del mundo y alrededor del 60 % de las necesarias para veh\u00edculos el\u00e9ctricos y muchos aparatos tecnol\u00f3gicos. Como resultado, los precios chinos del litio de grado bater\u00eda (es decir, carbonato de litio con una pureza superior al 99,5 %) se han convertido en el principal indicador de la evoluci\u00f3n de su precio como materia prima.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong>Mientras que Alibaba ya vende online minerales cr\u00edticos y tierras raras, y es pr\u00e1cticamente el \u00fanico, China es un productor muy fuerte -alrededor del 70% global-de estos elementos. Entre otras cosas porque se limita en cuanto al \u201ccuidado del medio ambiente\u201d, produciendo el 56,2% de las emisiones globales de CO2. El Drag\u00f3n Asi\u00e1tico genera hoy un casi un tercio de la electricidad global y m\u00e1s del doble de EE.UU., principalmente a partir del carb\u00f3n, como muestra este gr\u00e1fico:<\/p>\n

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\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 China suministra actualmente entre el 80% y el 90% estimado de los componentes de hardware clave a escala mundial, controla el 93% del mercado de imanes permanentes, esenciales para los actuadores rob\u00f3ticos, y gestiona cerca del 99% del procesamiento de elementos de tierras raras pesadas necesarios para los motores rob\u00f3ticos de alta potencia.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 El informe de AlpineMacro se\u00f1ala que ha surgido un panorama de hardware bifurcado. Los EE.UU. contin\u00faan liderando la \u00abcapa cerebral\u00bb mediante semiconductores avanzados y autonom\u00eda de software, mientras que China domina la \u00abcapa corporal\u00bb aprovechando cl\u00fasteres de fabricaci\u00f3n altamente integrados para acumular ventajas en costo, recopilaci\u00f3n de datos y producci\u00f3n, tanto en robots humanoides como industriales.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Seg\u00fan la Federaci\u00f3n Internacional de Rob\u00f3tica, China lidera el mundo con m\u00e1s de 295.000 instalaciones anuales de robots industriales, frente a las 34.200 unidades registradas en los EE.UU. Estas cifras impactan directamente en las curvas de aprendizaje de la IA f\u00edsica, que dependen en gran medida de las horas de operaci\u00f3n en el mundo real, m\u00e1s que de los repositorios de datos digitales.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 China ha industrializado los sistemas de entrenamiento a trav\u00e9s de \u00abgranjas de entrenamiento de robots\u00bb financiadas por el Estado, como el Centro de Innovaci\u00f3n de Robots Humanoides de Wuhan Hubei, que genera aproximadamente 100 horas diarias de datos utilizables sobre movimiento encarnado.<\/p>\n

\u00a0\u00a0 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0La densidad manufacturera del pa\u00eds permite a los principales productores chinos, como Unitree, reducir agresivamente sus precios. Unitree escal\u00f3 las ventas de humanoides de 5 unidades en 2023 a 3.551 unidades en los primeros nueve meses de 2025, mientras que su precio medio por unidad cay\u00f3 de aproximadamente RMB 593.000 a RMB 168.000.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Por su parte, el modelo de rob\u00f3tica de los EE.UU. centra la atenci\u00f3n en el silicio de grado frontera integrado directamente en las unidades f\u00edsicas, aprovechando pilas de c\u00f3mputo avanzadas para generar datos de entrenamiento sint\u00e9ticos mediante simulaciones de alta fidelidad, como los modelos de mundo Cosmos de NVIDIA.<\/p>\n

\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Sin embargo, los EE.UU. sigue siendo estructuralmente dependiente de los canales de fabricaci\u00f3n asi\u00e1ticos. Para mantener el liderazgo, necesita des regular completamente la actividad de modo que el sector privado -que es el que lidera la actividad- pueda desarrollarse ampliamente, empezando por eliminar las leyes de\u00a0 \u201ccopyright\u201d, toda regulaci\u00f3n que impida el intercambio local y global de tecnolog\u00eda y una dr\u00e1stica reducci\u00f3n de impuestos y aranceles aduaneros para bajar los costos locales.<\/p>\n

*Miembro del Consejo Asesor del\u00a0Center on Global Prosperity, de Oakland, California<\/a><\/p>\n

En X\u00a0@alextagliavini<\/a><\/p>\n

www.alejandrotagliavini.com<\/a><\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Buenos Aires, 17\/05\/2026 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Seg\u00fan un informe de\u00a0Alpine Macro, la carrera global por la supremac\u00eda en inteligencia artificial (IA) est\u00e1 siendo determinada cada vez m\u00e1s por la escala industrial y no \u00fanicamente por la capacidad de procesamiento inform\u00e1tico. \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Aunque los EE.UU. mantienen una clara ventaja en inteligencia de frontera y desarrollo de semiconductores, China […]<\/p>\n","protected":false},"author":342,"featured_media":14372,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"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":"var(--ast-global-color-4)","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":[962,539,502],"tags":[],"class_list":["post-14371","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-alejandro-tagliavini","category-china","category-eeuu"],"acf":[],"yoast_head":"\nAlejandro A. Tagliavini*; Mientras occidente se duerme, China se posiciona fuerte en el valor econ\u00f3mico\u00a0rob\u00f3tico - Radio Miami<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/radiomiami.us\/en\/alejandro-a-tagliavini-mientras-occidente-se-duerme-china-se-posiciona-fuerte-en-el-valor-economico-robotico\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Alejandro A. 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