What Does NVIDIA Have to Do with Logistics in Mexico? More Than It Seems

By María Gamba – Control Terrestre

Lately, there's been a lot of talk about NVIDIA, China, and the United States. Whether it's the H20 chip, backdoors, or espionage. At first glance, it seems distant, technical, or for geeks. But the truth is thatit directly affects us. In logistics, what happens with technology (and with global politics)does matter, and a lot.

If you, like us atControl Terrestre, work every day with the movement of goods, the supply chain, customs, tracking systems, and route optimization, then this also affects you. Because behind all that operation there is something that many don't see:chips, data, and algorithms.

What's happening with NVIDIA?

Quick context: theCyberspace Administration of China(yes, it sounds that serious) decided to investigate NVIDIA's H20 chip. Supposedly because it could have a "backdoor" that would allow the U.S. government to spy on China.

This chip was created especially for the Chinese market, with limited capabilities, just to comply with the restrictions imposed by the U.S. Department of Commerce. And yet, it's at the center of the conflict. The reason? Chinano longer trusts. And if NVIDIA loses the trust of the Chinese government, it alsoloses billions of dollars. China accounts for 13% of its annual revenue.

But this is not just a business issue for them. It's another piece of aglobal technological warthat is forcing us all —yes, also in Mexico— torethink how we use technologyin our daily operations.

And what does that have to do with logistics?

Everything.

Modern logistics no longer moves with Excel and communication radios. Today we use systems that analyze data in real-time, platforms that automatically assign routes, sensors that detect when a load moves or cools down,artificial intelligence that predicts when a unit will fail or when the next peak in demand will arrive. And all that works thanks to chips like NVIDIA's.

Imagine this: if AI chips start to be harder to get, more expensive, or with fewer capabilities, that directly affects the type of technology we will be able to use in the coming years inMexico.

And note, not only large companies use these chips. Also the tracking platforms, the systems that control automated warehouses, the intelligent distribution centers, the route optimization programs, and the networks that integrate the entire logistics chain.

Mexico, technology, and nearshoring

Now, put this in the context ofnearshoring. Mexico is in one of its best moments to attract foreign investment. Companies want to bring their operations closer to the U.S., and our country is the ideal candidate.

But if we want to take advantage of that boom,we have to modernize our logistics. It's not enough to move goods from point A to point B. You have to do itfaster, cheaper, and more efficiently, and that can only be achieved with technology.

So, if the war between China and the U.S. makes technology more expensive or less accessible,it's going to hit us. Because many of the solutions that we could be implementing to compete better can be hampered by these types of tensions.

What can we do from Mexico?

First, understand that this is not foreign to us. Sometimes it seems that talking about chips and geopolitics is a matter for Silicon Valley or Beijing. But in reality,we have to be more attentive than ever.

From our trench inControl Terrestre, what we do is continue investing indigitalization, in the use of technological platforms, in alliances with suppliers that already use AI or big data to improve tracking, unit allocation, and cargo visibility.

In addition, as a Mexican company, we believe that we have toseize the momentto push for smarter logistics, with modern infrastructure (like the new dry port in Guadalajara), but also with technological solutions that make usmore competitive in the world.

Clear examples: how AI is already helping

• Real-time monitoring: smart sensors that alert you if a box is opened, if the temperature changes, or if the unit deviates from its route. All that uses chips and intelligent systems.
• Delivery prediction: it's not magic, it's AI. Traffic, weather, unit availability, and even historical behavior are analyzed to give you an accurate estimated time.
• Automated warehouses: increasingly common, they use cameras, sensors, and software to move merchandise without human intervention.
• Dynamic route assignment: software analyzes all the deliveries of the day and automatically assigns the most efficient route. Saving time, fuel, and money.

And yes, all these systems usehardware like the one NVIDIA manufactures. That's why what happens to them matters to us.

Will it affect us? Maybe yes, but there is also opportunity

Of course, there is a risk if technology becomes more expensive or more limited due to political issues. But it is alsoan opportunity for Mexico: to develop more of its own solutions, promote national data centers, encourage the responsible use of AI in logistics, and be aware of what's coming.

At Control Terrestre we don't have all the answers, but we are committed toconstant evolution. We are committed to integrating technology intelligently, without losing what distinguishes us:human treatment, local experience, and personalized attention.

Conclusion

What's happening with NVIDIA, China, and the U.S.is not just a technological note, it's a reflection of how the world is being reconfigured. And in that new map,logistics is going to play a key role.

Mexico has everything to be a protagonist. You just have to be attentive, invest in technology, adapt quickly, and not be afraid to change. At Control Terrestre, we are ready to do it with you.

Do you want to know how technology can help you improve your logistics operation?Write to us and we'll talk about it.