Petróleo sobre $100 y la Revolución Nvidia: Trump presiona a Cuba y el Boom de los Robotaxis

El Brent supera los $100 tras la Operación Epic Fury. Analizamos la alianza Uber-Nvidia en

robotaxis, el récord de pedidos de Jensen Huang hasta 2027 y la nueva presión de Trump sobre

Cuba.


Análisis de Mercados: Geopolítica de Energía y la Próxima Ola Tecnológica

El escenario macroeconómico de marzo de 2026 está marcado por una reconfiguración de las

rutas comerciales y una aceleración sin precedentes en la infraestructura de Inteligencia

Artificial. Desde el Estrecho de Ormuz hasta las oficinas de BlackRock, estas son las claves que

están moviendo el capital.


Geopolítica: Trump y la Condición para Cuba

La administración de Donald Trump ha intensificado la presión sobre La Habana. Según

informes de The New York Times, Washington ha condicionado cualquier acuerdo bilateral a la

salida de Miguel Díaz-Canel.

El Objetivo: Facilitar cambios económicos estructurales y la apertura de la isla a inversiones

estadounidenses.

Contexto: Cuba enfrenta su peor crisis energética y de suministro de combustible, lo que

otorga a EE. UU. una posición de negociación dominante.


Nvidia y Uber: La Era de los Robotaxis Alpamayo

Nvidia (NVDA) y Uber han sacudido el sector transporte con una red global de robotaxis

autónomos.

Tecnología: Utilizarán la plataforma Nvidia Drive Hyperion y el nuevo modelo de IA Alpamayo,

diseñado para predecir comportamientos erráticos de peatones y obras viales.

Despliegue: Iniciará en San Francisco y Los Ángeles en 2027, con planes de expansión a 28

ciudades globales para 2028.


Nvidia: Pedidos de US$ 1 Billón hasta 2027

Durante la conferencia GTC en San José, Jensen Huang confirmó que la demanda de chips es

"explosiva". Nvidia proyecta pedidos por US$ 1 billón para sus sistemas Blackwell y la

arquitectura Vera Rubin.

Esta proyección refuerza la confianza en el hardware de IA como el activo más codiciado del

mercado de semiconductores para los próximos dos años.


Infraestructura: El Diagnóstico de BlackRock

Larry Fink (CEO de BlackRock) ha lanzado una advertencia al mercado: el mayor boom laboral

no será el software, sino la infraestructura física.

Gasto Big Tech: Microsoft, Amazon, Meta y Alphabet gastarán cerca de US$ 650.000 millones

en centros de datos y redes eléctricas este año.

Inversión en Talento: BlackRock destinará US$ 100 millones para formar a 50.000 técnicos,

ante la escasez de trabajadores calificados para sostener la demanda de la IA.


Petróleo: El Brent se consolida sobre los $100

La Operación Epic Fury ha transformado el mercado energético. El crudo Brent acumula un

alza del 40% desde finales de febrero, manteniéndose firme por encima de los US$ 100 por

barril.

Colapso en Ormuz: El tránsito por el estrecho ha caído de 138 buques diarios a menos de 5, lo

que representa una asfixia del 20% del suministro global.

Riesgo Marítimo: La agencia UKMTO reporta al menos 16 buques comerciales atacados,

elevando las primas de riesgo y seguros.


Claves Operativas para Traders

1. Energía: El crudo mantiene un sesgo alcista mientras el Estrecho de Ormuz siga bloqueado.

Niveles de soporte en $95 y resistencia psicológica en $110.

2. Tecnología (NVDA/UBER): La alianza de robotaxis posiciona a Uber como un jugador

tecnológico. Nvidia sigue siendo el termómetro del Nasdaq.

3. Infraestructura: Oportunidades en sectores de energía y materiales de construcción

vinculados a centros de datos.

Address:

Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador

Damac Business Tower, 2206, Business Bay, Dubai. UAE

Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia.

Legal & Regulatory Disclosure

The FX LIVE Group of Companies comprises multiple entities operating under the FX LIVE brand, each registered and governed in accordance with the laws of their respective jurisdictions.

LIVE GLOBAL CAPITAL Ltd. is a company registered in Mauritius with registration number 221060, with its registered office at c/o Maven Management Ltd, 12th Floor, Tower 1, NeXTeracom, Rue du Savoir, Cybercity, Ebene, Mauritius.


LIVE GLOBAL CAPITAL Ltd. is authorized and regulated by the Financial Services Commission (FSC) of Mauritius as an Investment Dealer, holding license number GB24203699.

FX LIVE CAPITAL Ltd., a member of the FX LIVE Group, is incorporated in Saint Lucia under registration number 2024-00428, with its registered address at Ground Floor, The Sotheby Building, Rodney Bay, Gros-Islet, Saint Lucia, and operational office at Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia and Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador


Please note that FXLIVECAPITAL Ltd. operates independently is regulated by the laws of Saint Lucia and is fully capable and eligible to provide all the services (including FX) which are offered on the Website.

Regional Restrictions

FXLiveCapital does not provide services to residents of the United States, Cuba, Iran, North Korea, Sudan, Syria, Saint Vincent and the Grenadines, or any other jurisdiction where the offering of leveraged foreign exchange and CFD trading services is restricted or prohibited by applicable laws or regulations.


The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.

Address:

Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador

Damac Business Tower, 2206, Business Bay, Dubai. UAE

Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia.

Legal & Regulatory Disclosure

The FX LIVE Group of Companies comprises multiple entities operating under the FX LIVE brand, each registered and governed in accordance with the laws of their respective jurisdictions.

LIVE GLOBAL CAPITAL Ltd. is a company registered in Mauritius with registration number 221060, with its registered office at c/o Maven Management Ltd, 12th Floor, Tower 1, NeXTeracom, Rue du Savoir, Cybercity, Ebene, Mauritius.


LIVE GLOBAL CAPITAL Ltd. is authorized and regulated by the Financial Services Commission (FSC) of Mauritius as an Investment Dealer, holding license number GB24203699.

FX LIVE CAPITAL Ltd., a member of the FX LIVE Group, is incorporated in Saint Lucia under registration number 2024-00428, with its registered address at Ground Floor, The Sotheby Building, Rodney Bay, Gros-Islet, Saint Lucia, and operational office at Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia and Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador


Please note that FXLIVECAPITAL Ltd. operates independently is regulated by the laws of Saint Lucia and is fully capable and eligible to provide all the services (including FX) which are offered on the Website.

Regional Restrictions

FXLiveCapital does not provide services to residents of the United States, Cuba, Iran, North Korea, Sudan, Syria, Saint Vincent and the Grenadines, or any other jurisdiction where the offering of leveraged foreign exchange and CFD trading services is restricted or prohibited by applicable laws or regulations.


The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.

Address:

Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador

Damac Business Tower, 2206, Business Bay, Dubai. UAE

Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia.

Legal & Regulatory Disclosure

The FX LIVE Group of Companies comprises multiple entities operating under the FX LIVE brand, each registered and governed in accordance with the laws of their respective jurisdictions.

LIVE GLOBAL CAPITAL Ltd. is a company registered in Mauritius with registration number 221060, with its registered office at c/o Maven Management Ltd, 12th Floor, Tower 1, NeXTeracom, Rue du Savoir, Cybercity, Ebene, Mauritius.


LIVE GLOBAL CAPITAL Ltd. is authorized and regulated by the Financial Services Commission (FSC) of Mauritius as an Investment Dealer, holding license number GB24203699.

FX LIVE CAPITAL Ltd., a member of the FX LIVE Group, is incorporated in Saint Lucia under registration number 2024-00428, with its registered address at Ground Floor, The Sotheby Building, Rodney Bay, Gros-Islet, Saint Lucia, and operational office at Street 43 A # 3 Sur - 130, Building Milla de Oro, Tower 2, offic. 1520. Medellin, Colombia and Final 83 Avenida Sur, Segundo Nivel, Colonia Escalon, 403, Distrito de San Salvador, Municipio de San Salvador Centro, Departamento de San Salvador


Please note that FXLIVECAPITAL Ltd. operates independently is regulated by the laws of Saint Lucia and is fully capable and eligible to provide all the services (including FX) which are offered on the Website.

Regional Restrictions

FXLiveCapital does not provide services to residents of the United States, Cuba, Iran, North Korea, Sudan, Syria, Saint Vincent and the Grenadines, or any other jurisdiction where the offering of leveraged foreign exchange and CFD trading services is restricted or prohibited by applicable laws or regulations.


The information and services provided on this website are not directed at or intended for distribution to, or use by, any person in any country or jurisdiction where such distribution or use would be contrary to local law or regulation.


By accessing or using our services, visitors from restricted or regulated jurisdictions acknowledge and agree that they are solely responsible for ensuring that such access and use are permitted under the laws applicable to them. FXLiveCapital accepts no responsibility or liability for any breach of local laws or regulations by such users.


We reserve the right, at our sole discretion and without prior notice, to restrict, suspend, or discontinue the availability of any products or services in any jurisdiction.

Risk Disclosure

The products offered on this website are complex financial instruments, such as Contracts for Difference (CFDs), which carry a high level of risk and may not be suitable for all investors.

Trading CFDs involves leverage, which can amplify both gains and losses. As a result, you may lose more than your initial investment.


You should carefully consider whether you understand how these products work and whether you can afford to take the high risk of losing your money.

We strongly recommend that you seek independent financial advice before trading if necessary.

We do not warrant the accuracy of the material on this Website nor are we obliged to keep all material on this Website up-to-date. We do not represent or warrant that the Website will be available or that it will meet your requirements, that access will be uninterrupted, that there will be no delays, failures, errors or omissions or loss of transmitted information, that no viruses or other contaminating or destructive properties will be transmitted or that no damage will occur to your computer system. You have sole responsibility for adequate protection and back up of data and/or equipment and for undertaking reasonable and appropriate precautions to scan for computer viruses or other destructive properties.

FX LIVE Group of Companies are not liable for any loss or damage (direct, indirect, or consequential) arising from your use of this Website or inability to use it, including any loss of income, profits, data, or business interruption. This includes, but is not limited to, damages caused by viruses or other harmful components that may affect your computer or data from accessing, using, or downloading materials from this Website or linked websites.

All information collected from your use of this Website will be managed in compliance with applicable laws and regulations. Content on this Website, including pages, screens, and materials, is owned by FX LIVE Group of Companies. You may download or print extracts for personal use only, provided they are unaltered and retain any identifying marks. Distribution or further use of these materials without prior written permission from FX LIVE Group of Companies is prohibited, including linking any other website to this Website.

Please review the Legal Information, Disclaimers, Privacy Policy, Cookie Policy, and AML & KYC Summary documents on this Website. These documents are available in English only. By using this Website, you confirm that you understand these documents in English or have consulted a professional interpreter if needed.

© 2024 FXLIVECAPITAL Ltd. All rights reserved.