agreement

OpenAI says its agreement with the Pentagon is completely secure. His way of convincing us: “Trust us”

by

Don’t worry about anything, really. Trust us. Who says it is OpenAI, a company led by Sam Altman that has earned the reputation of saying one thing on one hand and doing another on the other. There are whole books written on that premise, and it is inevitable not to remember it now that this gigantic startup has signed a disturbing agreement. soap opera. OpenAI reached an agreement with the Department of Defense to integrate its AI models into government agencies, replacing Anthropic. They did so by indicating that they would impose requirements on the use of these models and would have red lines similar to those defended in Anthropic: no mass espionage, no development of autonomous weapons. That decision has cost Anthropic the contract with the DoDbut also has been tagged as a “risk to the supply chain.” Trust us. There are two problems here. The first, that OpenAI has never shown the contract that makes it clear that there are red lines to the use of GPT by the military. And the second and most serious, that according to OpenAI we do not need it because we only need to trust them. Altman himself tried to dispel doubts explaining that they had added amendments to the agreement to ensure that those red lines were not crossed. The wall of opacity. Despite promises of transparency, OpenAI refuses to publish the contract. The firm’s head of national security, Katrina Muligan, he came to affirm in that it does not feel “obliged” to share the legal language of the agreement. This has raised suspicions about what has really been signed behind the scenes. Holes everywhere. Brad Carson, who served as secretary of the US Army under Obama, indicated at The Intercept how Sam Altman’s legal language in his posts on X is suspect. The CEO of OpenAI mention for example that “the AI ​​system will not be intentionally used for domestic surveillance of US citizens.” That “intentionally” is, according to experts like Carson, a kind of blank check to allow data on American citizens to be captured while spying on foreigners “by accident” but systematically. As Carson explains, They are trying to confuse you with complicated legal terms that ordinary people think mean something completely different. But lawyers know what it means. And lawyers know that this is no protection. The human factor. The integration of OpenAI’s AI into DoD systems now falls under the direct supervision of Secretary of Defense Pet Hegseth and President Trump. This represents an ethical dilemma: the security of the system depends on the political will of figures who have traditionally had no problem eliminating restrictions on mass surveillance systems. Quo vadis, OpenAI. The 180º turn it’s clear for OpenAI. While in its beginnings the startup was defined With the message of creating AI systems “for the benefit of humanity” and prohibiting the military use of its technology, this agreement demonstrates that such premises no longer seem to exist. another bad sign. This way of acting by OpenAI has caused it to be openly criticized on networks, but there have also been internal problems. This is demonstrated by the fact that its director of robotics, Caitlin Kalinowski, has decided to resign from office over concerns about the company’s military negotiations. And an obvious question. The dispute between the Department of Defense and the Pentagon centered precisely on the fact that they did not want Anthropic to establish red lines. OpenAI claims to have established basically the same ones, so how is it possible that the DoD allows OpenAI to establish them when it has not allowed Anthropic to do so? It doesn’t seem to make any sense. What a mess. We are living a real soap opera with three protagonists. The US Department of Defense (DoD) – now renamed the Department of War –, the company Anthropic and its rival, OpenAI. The DoD, which used Anthropic’s AI for military operations, He demanded to be able to use it without restrictionsbut Dario Amodei, CEO of the startup, he flatly refused. That was the moment Sam Altman took advantage of to become the new ally of the DoDsomething that has been seen by many as opportunistic and morally reprehensible. Image | Xataka with Freepik In Xataka | The war between Anthropic and the Pentagon points to something terrifying: a new “Oppenheimer Moment”

Leica is teaching Xiaomi everything it knows. When the student no longer needs the teacher, the agreement will have fulfilled its function

by

This week there have been two presentations of flagships which, seen together, say something interesting about where each manufacturer believes the industry is going: Samsung introduced the Galaxy S26 Ultra like an AI exhibition: three integrated assistants, the mobile phone as an external brain that anticipates what you are going to need before you ask for it. A few days later, Xiaomi presented the 17Ultra. And his big argument was not AI. It was the camera. And inside the camera, above all, it was Leica. It is advisable to take this collaboration seriously before reducing it to a marketing seal, because it is not. We had the opportunity to check it out in a session with TJ Waltonglobal product manager at Xiaomi, and Pablo Acevedoat the head of Leica’s mobile division. A round with around twenty journalists from Japan, Germany, France, China and other markets, in which Xataka It was the only Spanish medium. Left, TJ Walton. Right, Pablo Acevedo. Image: Xataka. I opened the question session with a very direct question: what does this co-creation model mean in reality, and at what point in the process does Leica come in? Acevedo’s response was also direct: “We are involved from the beginning, from the conception of the device, when we define the concept of what it should be.”. It is therefore not a certificate that is awarded at the end. It is shared engineering from the beginning: color tuning, contrast, physical adjustment of the lenses, testing of the final product… Walton summed it up: “Everything from the beginning to the end of the imaging experience on our smartphones is powered by Leica.” And still There is something in the details of the agreement that deserves attention, because Leica does not give the same thing to everyone. He Leitz Phonethe device that Leica markets as its own with Xiaomi hardware, includes ‘content credentials’, a certification of image authenticity that the Xiaomi 17 Ultra does not incorporate. When a Japanese journalist asked about this asymmetry, Acevedo was clear: “Authenticity is one of the important points for us. There are specific experiences aimed at professional photographers, those who really care about the smallest details of the photographic experience.” Said without euphemisms: Leica gives a lot to Xiaomi, but keeps for itself what it considers most defining of its identity. This ‘co-creation’ has limits. And those boundaries map out quite precisely where the partner ends and the customer begins. The presentation of the Xiaomi 17 in Barcelona just before the MWC. Image: Xataka. There was another moment in that same session that was like someone turned on the lights. When another journalist asked how the revenue from Leitz Phone is divided financially between the two companies, the response was: “I’m not sure if we can talk about that.” That is to say, The part of the agreement that would most reveal the true nature of the relationship is exactly the part that remains opaque.. Which is, in itself, an answer. Collaborations between equals do not usually have silence clauses on how the money is divided. OnePlus went with Hasselblad. I live with Zeiss. All different, all with the same underlying logic: a European name with decades of photographic history placed where the buyer sees it as soon as they take a Chinese phone out of the box. What they are buying is not only technology but the right to be given the benefit of the doubt in a segment where distrust of Chinese brands continues to be a real factoralthough decreasing. Each generation of product with Leica normalizes Xiaomi’s photographic excellence a little more. There will come a time when this standardization is complete, when the European buyer will not need anyone from the West to certify what he already knows. That day Xiaomi will not need to renew the agreement. And Leica will discover that she gave up part of her aura to someone who no longer needs it.while what Xiaomi gave in return (technology, scale, relevance in the smartphone market…) will have remained integrated into its products forever. And there is something there that is worth remembering. Leica has built its value on a very specific idea: scarcity. 8,000 euro cameras, limited production, a community of insiders who pay precisely because not everyone can… That’s the business. And now andHE same name appears on a device that sells tens of millions of units a year. Every Xiaomi 17 Ultra that comes out of a box does not destroy that aura, but it dilutes it a little. But there is something deeper than trade asymmetry. What happens, agreement by agreement, generation by generation, is a silent transfer of the center of gravity of technological prestige: For decades, European and American brands were the ones that certified the excellence of others. Now they are the ones who need someone to call them. Leica is not a victim in this process: it has made its decisions with its eyes open and has probably calculated its short and medium-term benefits well. But the long term has its own logic, and that logic says that when a historic brand becomes the endorsement that others need to grow, something in the balance of power has already changed. Although it is not yet noticeable in the price of their cameras. In Xataka | A week with the Xiaomi Mijia Smart Audio Glasses has shown me how great it is that your glasses are also your headphones Featured image | Xataka

The EU and India finally seal their great trade agreement. Trump has accelerated what had been stuck for two decades

by

The European Union is beginning to make moves on a board that no longer looks like it did a few years ago. With Donald Trump straining international trade and European dependence on external partners increasingly at the center of the debate, Brussels seeks to gain room for maneuver. This idea of ​​strategic autonomy, repeated for years in speeches and documents, is beginning to be translated into concrete decisions. Some point to digital, others to securityand others to commerce. In this context, the announcement of a great agreement with India after almost two decades of negotiation is understood. The advertisement. The news comes from New Delhi, after a summit in which Narendra Modi and two of the main European figures, António Costa and Ursula von der Leyen, participated. The agreement, negotiated for almost twenty yearsseeks to open a new commercial stage between the European Union and India, with a scope that Brussels has wanted to highlight from the first minute. Von der Leyen lor defined on social networks as “the mother of all trade agreements.” Click to see the original publication in X What goes in and what stays out. The announcement speaks of a broad agreement, but its perimeter is defined quite carefully. According to Reutersthe pact focuses on trade in goods and services and standards, while especially sensitive issues, such as investment protection, are negotiated separately. In addition, there are explicit exclusions: agriculture and dairy are not part of the package, a decision that seeks to avoid resistance from some sectors. The key is in the cars. The EU statement itself recalls that tariffs on cars imported into India can reach 110%, a barrier that in practice blocks the entry of a good part of European models. For this reason, the pact includes cuts that could place these tariffs at a minimum of 10%. These discounts would apply to a volume of up to 250,000 cars coming from the European Union. For European manufacturers, the attraction is obvious: access to a huge market that until now has been almost closed. The exchange of concessions. The potential benefits are distributed, although not symmetrically. India would gain competitiveness in labor-intensive industries, such as textiles and garments, which in Europe still face tariffs close to 10%. It also seeks to improve the access of its professionals and technological services to the European market. The EU, on the other hand, aims at a different objective: to better enter an expanding market, where its exports face a weighted average tariff of 9.3% and especially high charges on cars, chemicals and plastics. A geopolitical acceleration. The timing of the announcement is not coincidental. In recent months, both India and the European Union have felt more closely the protectionist turn that accompanies the new era of Donald Trump. Reuters recalls that India has not managed to close an agreement with the Trump Administration since the White House announced in April the so-called “reciprocal tariffs“, and that in August imposed an additional punitive tariff of 25% for the purchase of Russian oil, raising the total tax on Indian goods to 50%. For Europe, the message has been similar: tariffs have once again been an instrument of political pressure. Nothing is in effect yet. The announcement is important, but the institutional path is just beginning. The final text must still pass legal scrutiny in Brussels and New Delhi. Then comes the most delicate stage: ratification. Reuters notes that the pact will have to be approved by the European Parliament, a process that could take at least a year. For example, the EU-Mercosur pact: it was signed on January 17, 2026 in Asunción, but days later the European Parliament decided to refer it to the Court of Justice of the EU for review, something that could delay its application for up to two years. The movement with India does not have to follow that path, but it invites us to be cautious. Images | Olga Nayda | Mitul Gajera | frank mckenna In Xataka | Something has broken between Europe and the US: France leaving Zoom behind and Teams in its administration points to something bigger

Europe has signed the first agreement to protect dogs and cats. Breeders won’t like it

by

The Animal Welfare Law It came into force in Spain two years ago. Among its measures, the law prohibits individuals from breeding and selling pets, allowing only registered breeders. Now, it is the European Union that wants to put an end to abusive breeding. what has happened. On November 25, the Council and the European Parliament reached an agreement provisional agreement which establishes a series of stricter rules for the dog and cat trade. It will affect both breeders, pet stores and shelters. The agreement still has to be endorsed, but a date has already been set for the standards to be met: 2028. Why it is important. It is the first agreement on animal welfare at community level. Until now, the only European regulation that affected pet animals was the one that regulated movements between member countries, but the fact that the fight against abusive breeding is being prioritized is further proof that animal welfare is at the center of public debate. Starting point. It is estimated that the cat and dog purchasing market moves 1,300 million euros a year and 60% of purchases are made online. In Spain, the Animal Welfare Law expressly prohibits direct sales over the internet and requires breeders who advertise in magazines or other media to include their registration number, but in many other EU countries there is no regulation in this regard. animal welfare. Establishments must meet a series of requirements to provide well-being to the animals they house and which will be aimed at covering the diet, physical environment, health, behavior and mental state of the animals. Some of these requirements are: The environment will have good quality, which means that it is comfortable, that they have enough space and a good temperature. The animals will be safe, clean and healthy. Disease or injury prevention measures must be applied. It is prohibited to have dogs or cats in spaces (cages, showcases…), except for transport. It is prohibited to keep dogs tied for long periods. Dogs and cats must have access to the outdoors to exercise and socialize. They must receive water and food in sufficient quantity and quality. Establishments must have sufficient competence to care for dogs and cats, including an understanding of their biological behavior and ethological needs. At least one caregiver per establishment will have to receive official training in animal care. They must ensure veterinary visits at least once a year and record the results. When selling or adopting an animal, the recipient must be made aware of responsible ownership. Breeders. The regulations focus especially on the breeding and reproduction of animals, with a series of requirements that aim to end harmful practices such as mutilations or inbreeding. They are the following: Age limits will be established for the dogs and cats used for breeding, as well as a frequency between litters. Consanguinity will be prohibited, that is, breeding between parents, descendants, siblings or grandparents will not be permitted. If a female dog or cat has undergone two cesarean sections, she should be removed from breeding to protect her health. The creation of hybrids through crossing with wild species, for example dogs and wolves, is prohibited. Mutilations such as cutting ears, tails or removing nails cannot be carried out. It cannot be used to breed dogs or cats with extreme traits. For example, very short noses or “flat faces” typical of breeds such as the French bulldog or the pug. Mandatory identification. All dogs and cats sold or given up for adoption must be microchipped and registered in the national database. Starting in 2028, breeders and shelters will be obligated, but within ten years it will be mandatory for all dog or cat guardians. In Spain, microchipping is already mandatory for both species. The novelty introduced by this regulation is that the databases will be interoperable at the European level. Who it doesn’t affect. There are exceptions and againthe regulations will not affect hunting dogs, guard dogs or cats that live freely in rural areas. The FAADA Foundation regrets this decision and states that “it will leave some 18 million cats and 2 million dogs in the EU without adequate protection.” There is also an exception regarding the prohibition of consanguinity. It will be allowed when it is to “preserve local breeds with a limited genetic pool.” Small establishments will also not have to comply with the rules except for the identification of animals with a microchip. To be considered a small establishment, they must meet these requirements: Breeders who have a maximum of three dogs or cats and produce a maximum of two litters per year. Pet stores that have a maximum of three dogs or six cats. Animal shelters that have a maximum of ten dogs or twenty cats. Images | Pexels In Xataka | Yes, the neighbors on the tenth floor can have chickens at home even if they don’t want to. The Animal Welfare Law says so

Oracle signed a 300 billion agreement with OpenAI. Two months later it has lost 315,000 million in the stock market

by

Since Oracle announced its $300 billion deal with OpenAI On September 10, its shares have lost $315 billion in market capitalization, as they have stated since Financial Times. The technology company He has bet everything on a single card: Become the premier infrastructure provider for the world’s most valuable AI lab. Investors are not convinced. The most expensive bet in its history. Oracle has tied its future to OpenAI in an unprecedented way in the technology industry. According to estimates At Jefferies, 58% of its future order book comes from a single customer: OpenAI. To put it in perspective, Microsoft has just 39% concentration with its largest customer, and Amazon 16%. Oracle has gotten into a mess and its business diversification has become a critical dependency on OpenAI. The plan is ambitious but risky. Oracle’s strategy is to reach $166 billion in cloud computing revenue by 2030, according to counted the company last month. To achieve this, its investment budget in the current fiscal year ending in May amounts to $35 billion. The analysts wait that this annual expenditure will stabilize around 80,000 million in 2029. But here’s the problem: Starting in 2027, most of that revenue would come from OpenAI, according to the calculations from RBC Capital Markets. That is, Oracle is not just building massive infrastructure, it is building massive infrastructure for a single tenant that has yet to prove its long-term commercial viability. The numbers don’t add up yet. Oracle’s net debt already stands at 2.5 times its ebitda (earnings before interest, taxes, depreciation and amortization), more than double what it was in 2021, and is expected to almost double again by 2030. Its free cash flow is also expected to remain negative for five consecutive years, according to the forecasts collected by Bloomberg. The company is financing with debt a gigantic server farm with the hope that OpenAI will generate enough revenue to justify the investment. Meanwhile, as has shared Financial Times, investors are so restless that the cost of insuring against a potential Oracle default is at a three-year high. The contagion effect of OpenAI. Oracle is not the only company that has suffered after announcing agreements with OpenAI. Broadcom and Amazon too have seen their shares fallwhile NVIDIA has barely moved since its investment agreement in September. A few months ago, any type of association with OpenAI caused prices to rise, considering himself the King Midas of AI. The most notable case was AMD’s in Octoberwhen its shares rose 24% after announcing a chip deal that included company warrants. That halo effect seems to have completely faded. Between the lines. The initial theory was that OpenAI was in a frantic race to catch up. general artificial intelligence (AGI) and that Oracle was the only company capable of scaling the necessary computing capacity at the required speed. Oracle promised the lowest upfront costs and the fastest path to revenue generation because it acted as a data center tenant, not an owner. Now investors are sending the signal that partnering with OpenAI is no longer a guarantee of success. The alternative reality is less rosy: Oracle doesn’t have as much operating profit as its competitors to burn on R&D, so it’s betting everything to keep its only big customer in exchange for a promissory note. Amazon, Microsoft and Meta can afford to spend between 70,000 and 130,000 million a year in infrastructure. Oracle is juggling financials to keep pace. And now what. Oracle has until mid-2026 to prove that your Abilene data center in Texas, with capacity for more than 400,000 GPUs and 1.4 gigawatts of power, can generate the promised returns. Meanwhile, the market has spoken and is awaiting evidence that this partnership will bear the promised fruits. Cover image | Oracle and OpenAI In Xataka | As if there weren’t enough AI companies, Jeff Bezos has just returned from the shadows to build another one, according to the NYT

NVIDIA, Microsoft and Anthropic have signed a new multi-million dollar agreement

by

Microsoft, NVIDIA and Anthropic have announced recently a series of strategic alliances that redistribute the map of power in the generative AI race. Anthropic will deploy its Claude models in Azure, Microsoft’s cloud, while committing to purchase $30 billion in computing capacity and contract additional capacity of up to one gigawatt. For their part, NVIDIA and Microsoft will invest up to 10,000 and 5,000 million dollars respectively in the startup. The triangular pact, in figures. Anthropic will have access for the first time to Microsoft Foundry, where its most advanced models (Claude Sonnet 4.5, Claude Opus 4.1 and Claude Haiku 4.5) will be available to Azure enterprise customers. With this, Claude becomes the only advanced model present in the three main cloud services in the world. Additionally, Microsoft promise maintain the integration of Claude into its Copilot family, including GitHub Copilot, Microsoft 365 Copilot, and Copilot Studio. In parallel, NVIDIA and Anthropic establish their first collaboration of such caliber. To do this, they will work together in design and engineering to optimize the Claude models on future NVIDIA architectures, starting with systems Grace Blackwell and Vera Rubin. Microsoft looks for alternatives to OpenAI. This move comes just weeks after OpenAI will complete its restructuring towards a for-profit model and will renew its agreement with Microsoft. Although Microsoft maintains a 27% stake in OpenAI valued at about $135 billion, the new terms of the deal have relaxed some key elements of its exclusivity. And OpenAI can now collaborate with third parties and release open source models, while Microsoft no longer has the right to try to be its sole computing provider. According to The Vergethese changes in the relationship with OpenAI have precisely allowed Microsoft to close this pact with Anthropic. In fact, Microsoft had already been betting on Claude in some of its services, for example, in Visual Code, prioritizing Claude over GPT-5 in your model selector. It also recently added Claude Sonnet 4 and Claude Opus 4.1 to Microsoft 365 Copilot. Circular financing: money that comes back. As is customary in these AI macro-agreements, a clear circular financing dynamic. Microsoft and NVIDIA pump capital into Anthropic, which in turn commits to spending tens of billions on infrastructure provided by those same companies. In essence, some of the money invested returns as revenue from cloud computing services and specialized hardware. It is not a new phenomenon: in fact, Anthropic already has similar agreements with Amazon, which has invested 8 billion dollars and continues to be its main infrastructure provider, and with Google, which in recent weeks announced a pact to provide up to one million TPUs to the startup. These types of cross-investments have become the norm in the generative AI ecosystem, creating almost symbiotic relationships between companies to meet their computing and infrastructure needs. one gigawatt. Building a data center with that capacity could cost around $50 billion, according to industry estimateswith some 35 billion dedicated exclusively to AI chips. Although the figure pales compared to OpenAI’s Stargate project, which aspires to 500,000 million dollars In investing, Anthropic’s approach seems more pragmatic and execution-focused. The company led by Dario Amodei has gained ground in the business market with less media noise but with solid results. And its annualized revenue rate now reaches $7 billion, although like the rest of the AI ​​startups it continues to spend much more than it earns. Diversification. What is really relevant about this agreement is that it confirms a trend: that large technology companies are no longer betting everything on a single card in AI. Microsoft, which has invested billions in OpenAI since 2019 and made it the flagship of its AI strategy, is now expanding its portfolio with Anthropic. For its part, Anthropic demonstrates its ability to maintain multiple alliances without compromising its independence. It is the sensible option and the one that minimizes risks. Cover image | Microsoft In Xataka | Tim Cook’s end at Apple is approaching

Google and Epic Games propose a historic agreement that is an earthquake for the Play Store

by

The long and costly legal war between Epic Games and Googlewhich began in 2020, is about to end. Both companies have jointly submitted an agreement proposal and a modified court order which, if approved, not only resolves all its disputes, but also redraws the rules of the Android app store for the coming years. Chronology. To understand why Google has agreed, you have to rewind. After a long trial, a jury ruled in favor of Epic in 2023, declaring that Google’s Play Store operated as an illegal monopoly. Based on that verdict, Judge Donato issued a harsh court order a year later. This forced Google to open its ecosystem and included allowing third-party stores within the Play Store itself. In addition, it prohibited Google from tying its billing system to the store, and allowing developers to link to external payments. Braking attempt. Google immediately appealed, warning that the changes would harm the “security and privacy” of users. On October 18, 2024, the judge granted the Mountain View giant a temporary suspension while the appeal was being resolved. It was just a momentary respite. Surrender. After losing appeals, the US Supreme Court rejected Google’s latest request for a suspension. This reactivated the original court ordergiving the company an imminent deadline that ended on October 22. It had to start dismantling its control over the Android software store. Image by Official GDC on Flickr New agreement. Faced with the obligation to comply with a sentence that it hated, Google has negotiated a lesser evil. This new agreement, which was presented yesterday, replaces the original order with agreed rules that will be in force until June 30, 2032. Tim Sweeney himself, CEO of Epic, rated it X as an “impressive” and “comprehensive solution.” These were the words of Sameer Samat, the president of Android, who also reacted to the news: Together with Epic Games, we have proposed changes for Android and Google Play that focus on expanding developer choice and flexibility, reducing fees, and encouraging greater competition, all while ensuring user safety. If approved, this would resolve our disputes. We hope to continue discussing the issue with the judge on Thursday. The agreement details a new maximum commission structure. Google will not be able to charge more than 20% for in-game purchases that offer advantages (such as loot boxes or improvements). For everything else, the maximum commission will be 9%. On the other hand, the developers they win the right to display their own payment systems with Play Billing. Additionally, they will be able to show different (i.e. cheaper) prices if the user chooses the alternative payment. However, the Big Tech will continue to charge your “service fee”– Even if a developer uses its payment platform, Google reserves the right to charge the service fee (the 20% or 9% mentioned). According to media such as The Vergea Google spokesperson clarified that the developer saves the billing fee (cost of processing the payment), but not the service fee. Global impact. Although the court order is limited to the US, this change to the Android operating system will have a global impact. This opens the door for third-party stores—such as the one that Epic announced with Telefónica— can be installed without any friction. Without forgetting that this pact also prohibits Google (for three years) from making payments to manufacturers or operators to pre-install competing stores or to not place them in specific places on the device. What’s coming now. The agreement is not final: it must be approved by the judge. Both parties have a hearing scheduled for this Thursday, November 6, to discuss the proposal. We’ll see how it ends, but it seems that the final agreement will not be very different from this one. Cover image | Composition with images of Sergey Galyonkin for Flickr and Xataka Android In Xataka | Google has put AI summaries where there used to be links to news. And the media is bleeding

has signed an agreement with Amazon for 38,000 million dollars

by

OpenAI has sealed an agreement with Amazon Web Services (AWS) worth $38 billion over the next seven years. This is the first major contract for the company responsible for ChatGPT with Amazon, and marks a turning point in its strategy: stop depending exclusively on Microsoft and, on the other hand, have access to infrastructure and computing capacity at any cost. Alliances. As explained from NYTfrom 2019 to 2023, OpenAI bought all of its computing capacity from Microsoft, its main investor, which has allocated $13 billion to the startup. The contract stated that OpenAI could only contract with other vendors if Microsoft approved. However, last week both companies renegotiated the termseliminating Microsoft’s preemptive right and allowing OpenAI to freely contract with any cloud provider. What does the agreement include?. OpenAI will immediately begin running operations on AWS infrastructure, using hundreds of thousands of Nvidia graphics processing units in the United States. According to Dave Brown, vice president of computing and machine learning services at AWS, “this is completely separate capacity that we are installing. Some of that capacity is already available and OpenAI is using it.” The first phase will employ existing AWS data centers, although Amazon will build additional infrastructure in the coming years. More investment in infrastructure. The movement adds to the race of massive spending by OpenAIwhich in recent weeks has announced deals worth approximately 1.4 trillion dollars with companies such as Nvidia, Broadcom, Oracle and Google. Added to this are projects for build new data centers together with OracleSoftBank and the United Arab Emirates, among others. The company also wanted to reaffirm its commitment to Microsoft, committing to purchase an additional $250 billion in Azure services. Signs of business maturity. For OpenAI, diversifying its cloud providers and ensuring long-term capacity represents a crucial step towards a more than likely IPO. Sam Altman, CEO of the company, recognized recently on a livestream that an IPO is “the most likely path” given the company’s capital needs. Furthermore, just as points out According to CNBC, CFO Sarah Friar said the recent corporate restructuring is a necessary step toward that goal. Doubts about the AI ​​bubble. While OpenAI and Big Tech increase their spending, Amazon, Google, Meta and Microsoft have already allocated more than $360 billion in capital investments last year, and some financial analysts They already warn of a possible bubble. As AI evolves in leaps and bounds and OpenAI generates billions in annual revenue, its huge infrastructure spending makes the company not yet profitable. However, the strong feeling of market enthusiasm around artificial intelligence means that the company continues to increase its value greatly. What it means for Amazon. The pact is significant not only because of its volume, but because AWS has close ties to Anthropicdirect rival of OpenAI. Amazon has invested billions in Anthropic and is building a data center campus of $11 billion in Indiana designed exclusively for your workloads. After now knowing this news, Amazon shares have risen approximately 5%. Cover image | OpenAI and İsmail Enes Ayhan In Xataka | OpenAI has turned ChatGPT into mainstream AI. In the business world the game is being won by its great rival

After imposing a peace agreement in Gaza, the US is heading to Ukraine to do the same. And that has two nuclear problems

by

United States, in omnipresent figure of its president Donald Trump, seems willing to finish once and for all the invasion of Ukraine. It happens that trying to reproduce the same diplomatic “success” that is exhibited after the agreement in Gaza runs into two problems nuclear: on the one hand, the attempt to impose an agreement on Russia calls into question the sovereignty and legitimacy of the process and pushes Moscow to react. On the other hand, perhaps more dangerous, the pressure campaign that is articulated around the threat with long range missiles drastically increases the risk of an escalation that is difficult to control. From ambiguity to challenge. For a long time, Trump’s foreign policy toward Russia and Ukraine moved between deference and confusiona mix of praise for Putin, vague warnings and broken promises to kyiv. But in recent weeks, something has changed. trump has radically changed his speech, going from suggesting that Ukraine should accept territorial losses to presenting himself as the man capable of ending the war. What started as a rhetorical gesture before the UN has become a political process that seeks to consolidate the role of the United States as arbiter of the conflict, with a mix of military pressure, transactional diplomacy and calculated threat. Change and breakup. Trump, who had historically shown a almost personal indulgence towards Putin, surprised his allies and his critics with a speech in which rated Russia “paper tiger” and stated that Ukraine can recover all your territory with the support of Europe and NATO. This change, announced after his meeting with Zelensky and Macron, marks an abandonment of his traditional strategy of avoiding direct confrontations with Moscow. However, behind the turn there does not seem to be an articulated policy yet, but rather a combination of gestures: hints of sanctions, threats of retaliation and an explicit desire to reintroduce the idea of force as an instrument of negotiation. What was once indifference toward kyiv has become an instrumental interest, mixing rivalry with Putin and a desire to demonstrate international leadership. Tomahawks and ultimatums. The most visible symbol of this transformation is the word that has become recurrent in the communications from Washington: Tomahawk. Trump has openly threatened to supply Ukraine with long-range cruise missiles if Putin does not agree to reopen peace negotiations, an ultimatum which has put the Kremlin on alert. Moscow has responded calling the measure a “qualitatively new escalation” and warning that it could not distinguish whether the missiles carry nuclear warheads or not. For Trump, however, the announcement meets a double function: reinforces your image as a negotiator who commands respect and pressures Putin to prevent him from prolonging a war he can no longer win. Zelensky, for his part, sees the possibility of obtaining Tomahawks as not only a military instrument. but psychological: the threat of its use would be enough to push Russia to the negotiation table. The mere fact of discussing its delivery represents a break with the caution of the Biden erain which Washington rejected outright any action that could be considered direct aggression. From Gaza to Ukraine: export a model. The partial success of ceasefire in Gaza has offered Trump a narrative of diplomatic victory that he is now trying to convey on the European front. After freeing the Israeli hostages and achieving a temporary cessation of hostilities, the American president declared that his next objective was to “focus on Russia” and end the war in Ukraine. What is apparently a humanitarian movement also responds to a repositioning strategy global: demonstrate that Washington can impose order in both the Middle East and Europe without needing to deploy large military contingents. Trump has presented this new stage under a classic concept that has republished with pragmatism: “peace through strength.” It is the same logic that he seeks to apply with Putin (that is, not from conciliation, but from a credible threat). Ukraine, which for months feigned faith in some sterile negotiations to ingratiate himself with the White House, now perceives a window of opportunity: to replace the dialogue tables with the delivery of advanced weapons that change the balance of the battlefield. A military agreement. The visit of a Ukrainian delegation to Washington, led by Prime Minister Yuliia Svyrydenko, has sealed the new phase. The negotiators arrived with a list of valued acquisitions in 90,000 million of dollars, including Patriot anti-aircraft systemslong-range missiles and drone co-production agreements. Zelensky has learned to speak Trump’s language: that of transactions. It is no longer about asking for help out of solidarity, but rather offer “mega deals” that benefit both parties, presenting Ukraine as a profitable partner for the US military industry. The White House, in turn, has implicitly accepted that the talks with Moscow they are sold outand that only a substantial increase in military pressure will be able to force Putin to negotiate from weakness. The new strategic calculation. If you like, the Kremlin also crosses a point operational fatigue. Its territorial advances have become more marginal, and Zelensky himself has taken it upon himself to remember this in Washington with maps and figures: in a thousand days of war, Russia has barely conquered less than one percent of additional Ukrainian territory from 2022. The narrative of inevitable victory fades, and Trump seems to have understood. His speech on networks, in which stated that Ukraine is “in a position to recover his entire country in its original form,” was interpreted as confirmation of that change in perception. In other words: it is no longer about keeping a conflict frozen, but about precipitating its outcome through technological superiority and Russian economic collapse. The paradox. Paradoxically, the trump turn does not imply a return to the liberal idealism that defined US foreign policy for decades, but rather a pragmatism that mixes interests, spectacle and coercion. Washington does not seek to rebuild Ukraine, but rather to close a war that has stopped serving its image of power. From that perspective, the American president does not seem … Read more

The agreement with the US seemed to pave the way to Nvidia in China. Now is the Asian giant who begins to close the door

by

The agreement with Washington had allowed Nvidia sell again Your H20 chip In China. It was a door that opened after months of restrictions. Now, the Chinese authorities have begun to close it slowly: According to Financial Timesand Reutersthey have summoned Alibaba, Bytedance, Tencent and other companies to explain why they buy H20 instead of using local processors. The gesture is not symbolic, several of them are rethinking their orders, and the new scrutiny comes while Beijing encourages a prioritize domestic alternatives. Nvidia developed the H20 in direct response to the export limitations that the United States imposed at the end of 2023. For a time it was its star product for Chinese clients, until this year it was again blocked by a new Washington decision. In July 2025, the veto rose after an agreement with the Trump administration for Nvidia would transfer 15% of the income of some advanced chip sales in Chinaaccording to Reuters. That turn reopened the door, but also unleashed criticism in the United States for its supposed impact on China’s capabilities. A historical agreement that now faces resistance Authorities such as the Ministry of Industry and Information Technology, Mits, people aware of the situation, and the administration of the cyberspace of China, CAC, according to Reuters, have held meetings with companies such as Alibaba, Bytedance, Tencent and Baidu. They have asked them Why don’t they turn to national alternatives and have expressed their disapproval for the use of H20 in government or security areas. They have also raised doubts about the information that Nvidia asks to send to Washington for review. As a result, several companies have begun to reconsider their orders, according to Financial Times, although Reuters points out that it was not ordered to stop shopping. Concerns are not limited to preference for local chips. The Internet regulator asked NVIDIA to clarify whether H20 could involve risks for Chinese user data, including the possibility of “backdoors.” In this sense, Beijing has expressed concern for functions such as remote shutdown or location tracking. Nvidia, as we have seen before, He denies these capacities and argues that H20 is not a military product or for government infrastructure. According to Financial Times, Huawei, Cambricon and other Chinese manufacturers have increased their presence in the market since the H20 was subject to restrictions. Beijing has reinforced the message of technological self -sufficiency and encourage large platforms to opt for local suppliers. Now, it is no secret that the lack of access to advanced manufacturing equipment, Like the latest generation lithography, it is still an obstacle. Despite this, the demand for national chips grows thanks to political support and the need to reduce external dependence. But not everything plays in favor of the local giant Huawei. Great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs For its greatest performance and, above all, by CUDA, the parallel programming platform of NVIDIA that allows the most of its GPU for artificial intelligence and other complex calculations. Replacing it with alternatives such as Cann implies overcoming technical and compatibility barriers. Li Guojie, from the Chinese Academy of Sciences, warns that China needs its own tools that exceed Cuda to achieve self -sufficiency. The great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs. Bernstein, collect ftestimates that the market share of Nvidia in China will go from 66% in 2024 to 55% this year. In parallel, Trump has suggested that he could authorize a Limited version of Blackwell -based processorsthe most advanced of the company. In any case, Nvidia generated 17,000 million dollars in sales in China in its last year13% of its total income. In this environment, each regulatory decision weighs as much as the technological road map itself. What in July was presented as an advance for Nvidia has become an uncertain scenario. Beijing’s pressure, added to the impulse to national manufacturers, redefines the company’s possibilities in a market that was strategic for years. According to the aforementioned means, the outcome will mark not only the future of Nvidia in China, but also the way in which both powers manage artificial intelligence when politics, security and trade intersect. Images | Nvidia In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way In Xataka | China is an essential market for Nvidia. Little by little it is becoming something else: a nightmare

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.