4.1 billion euros and no turning back

The Court of Justice of the European Union has definitively closed one of Google’s longest antitrust litigations in Europe. And the organization confirmed this Thursday the fine of 4.1 billion euros imposed by the European Commission for the company’s use of Android to harm its rivals, as reported by the court itself in a statement. The sanction is final, so the company has no further opportunity to appeal. What has happened? The origin of this case dates back to 2018, when Brussels imposed Google a record fine of 4,340 million euros for forcing mobile phone manufacturers to pre-install Google Search, the Chrome browser and the Google Play store if they wanted to have access to the rest of the Android ecosystem, in addition to preventing them from installing alternative versions of the operating system, according to collect Bloomberg. In 2022, a lower EU court slightly reduced the amount up to 4.1 billion euros, although it maintained many of the Commission’s arguments. Google appealed that decision to the Court of Justice of the EU, which has now rejected the appeal and has definitively ruled in favor of the regulator. The largest antitrust fine. For Brussels, Google abused its dominant position to shield its search engine and its applications from the competition. This is the largest antitrust fine that the company has received in Europe and, according to share To CNBC, lawyer Alex Haffner, partner at the Fladgate firm, represents the closing of what could be called the “first phase” of the Commission’s fight with big technology based on classic competition laws. In detail. The Commission detected three illegal practices in the Android deal: First: it forced manufacturers to pre-install Google Search and Chrome as a condition of being able to license the Google Play store. Second: it paid large manufacturers and operators in exchange for installing its search engine exclusively. And third: it prevented manufacturers from launching phones with versions of Android not approved by Google itself, according to details Bloomberg. Google has always defended that Android offers more options to users and supports thousands of businesses in Europe. A company spokesperson has assured CNBCthat the ruling “does not recognize the significant investment” made to keep Android open, interoperable and free, although it has stressed that the company has already adapted its contracts to comply with the original decision since 2018. Between the lines. This ruling comes at a particularly delicate time for Google in Europe. The company has already accumulated nearly 11,000 million euros in antitrust fines in the last two decades, according to Reutersand last year the Commission already imposed another sanction of 2,950 million euros for its practices in digital advertising. The ruling also opens the door for companies that consider themselves harmed by these practices to claim compensation on their own, an avenue that has already begun to be explored, since from Bloomberg remember that Google was condemned just a day before to pay nearly $2 billion to Klarna in other related antitrust litigation. On the other hand, the organization FairSearch, which submitted the original complaint to the Commission in 2013, has qualified the ruling as “an important victory against Google’s anti-competitive conduct in the mobile market.” And now what. The regulatory focus in Brussels is no longer so much on traditional competition laws as on Digital Markets Law (DMA) and the Digital Services Lawthe new legislative tools with which the EU monitors big technology companies. Google already faces other files opened under these rules, including one for favoring its own services in search results and another for its practices in the application store. Added to this is the open investigation into whether the company unfairly harms certain news results, notes Bloomberg. The current political background doesn’t help either. And the president of the United States, Donald Trump, has threatened tariffs 100% to countries that impose digital taxes on US technology companies, a measure that directly affects countries like France or Spain, CNBC points out. Everything indicates that regulatory pressure on Google in Europe will continue to intensify in the coming months. We’ll see what happens. Cover image | Guillaume Perigois and Alex Dudar on Unsplash In Xataka | “To say that it is a bubble is a blasphemy against AI”: a man who has invested a fortune in OpenAI

South Korea has a plan to dominate in memory chips and robotics. One of a billion dollars

South Korea has put on the table a megaproject for the AI ​​era. This is an initiative made up of three public-private projects spread across semiconductors, data centers and the promising industry of “physical AI”, that is, robots and autonomous systems. The advertisement seeks something very specific: that the country does not depend only on selling memory, but on manufacturing other physical products that it anticipates will be consumed massively. Memory chips rule. The largest item of this ambitious plan is, as we all expected, the one destined for the country’s semiconductor industry. Samsung and SK Hynix have committed to investing $585 billion in new manufacturing plants in the southeast of the country, in addition to strengthening factory construction in the Seoul region. They want to double the production of DRAM memories in five years. The future belongs to data centers. The second large part of this plan corresponds to the data centers that are precisely going to take advantage of a large part of those memory chips. SK Group, CS Group and Naver will invest $357 billion to build large-scale AI data centers in areas until now far from the country’s technology centers. According to the Ministry of Science, the final ambition is to achieve a combined capacity of 18.4 GW by 2035, which would make South Korea one of the world’s great AI “nodes.” Robotics, of course. More surprising is the third leg of the plan: the South Korean government has declared that “physical AI” is a “national strategic industry.” These systems, which allow robots or autonomous vehicles to interact with the real world, also want to be part of the future of the country’s technology industry. In three years they want to create a foundational AI model with the philosophy of “models of the world“—the same in which Yan LeCun or Fei-Fei Li work—. Hyundai has its own plan. The South Korean auto industry giant has set aside $5.8 billion to create a robot manufacturing plant and data center. It’s no coincidence: Hyundai is in fact the parent company of Boston Dynamics since 20221, and is already using its local supply chain to help the American company increase production of its Atlas humanoid robot. The goal: build 30,000 units per year in 2028. Humanoid robots in factories. South Korea wants to commercialize humanoid robots in several key industries before 2028, and to achieve this it wants to train the people who will work with them. The joint plan includes a section that talks about training 10,000 new “AI robotics specialists” in the next five years. But. The announcement coincides with an important internal debate: there are political proposals that seek distribute part of the extraordinary profits of the chip manufacturers, and the unions already see the imminent threat of robotics that will replace positions in all types of assembly chains. The opposition to the South Korean government has also criticized the location of these new production centers, which according to them respond more to a political calculation than to a good industrial strategy. In Xataka | Samsung had been the absolute king of technology in South Korea for decades: SK Hynix has just surpassed it

Samsung and SK Hynix have pledged $880 billion in chips and AI. It’s a South Korean survival story.

President Lee Jae Myung has summoned the leaders of the world’s two largest memory companies, calling them “national heroes” and describing the plan as a matter of “survival.” This is not usual in political rhetoric. South Korea has presented its largest coordinated technological investment plan in history: At least 1.35 trillion won (about $880 billion) in semiconductors and AI data centers. Samsung and SK Group will build two chip factories each in the southwest of the country. And other companies, led by Naver, will build 8.4 gigawatts of data center capacity before 2029. Why is it important. South Korea produces most of the RAM and HBM on the planet. SK Hynix is ​​the main supplier of HBM chips to NVIDIA, and Samsung is the second. With Google, Amazon, Meta and Microsoft announcing more than 700 billion in capex by 2026, the memory supply chain is the bottleneck that can stop all that expansion. Apple and Microsoft have already announced price increases for their devices due to the increase in the cost of these components. In figures: 880 billion dollars in total investment, equivalent to about 5% of South Korea’s GDP in 2024. 4 new chip factories in the southwest of the country. 8.4 gigawatts of AI data center capacity by 2029. $295 billion: China’s five-year semiconductor investment plan, the benchmark South Korea has in mind. Between the lines. The plan is industrial but also has a lot of politics: Lee’s approval rating has fallen to its lowest level since he took office a year ago, pressured by the economy, the weak won and housing. Locating the factories in the southwest (far from the Seoul metropolitan area, where all advanced production is concentrated) responds to an agenda of territorial redistribution that Lee has made an electoral banner. Yes, but. The announcement did not sit well with the markets. Samsung fell about 5% on the day of the event and SK Hynix fell 1.7%. Investors have read it as a warning of possible oversupply if demand for AI chips slows before factories are operational. Added to this are the known material challenges in this sector: building state-of-the-art factories requires quantities of water, electricity and talent that the government has promised to support… but without yet detailing how. The context. This is not the first time that the Asian country has announced this type of commitment. The difference now is the urgency: the boom of AI has accelerated deadlines and the competitive framework has changed. Japan subsidizes TSMC to build on its soil, China has been closing the gap for years with state financing and the United States has committed tens of billions through the CHIPS Act. In Xataka | Who are Openchip, the Catalan company that designs RISC-V chips… and has just received 115 million from the Government Featured image | Daniel Bernard

Venice spent 6 billion on a dam to stop the sea. There are those who already see it as the only future left for the Bay of Cádiz

In the first two months of 2026, Venice had to raise its large mobile dock 30 times. In the last five years, he has had to do it another 108 times in total. Nobody can say that the work of 6 billion that was going to save the lagoon has not been necessary; What can be said is that it closes so often that it threatens to suffocate just what protects. 2,000 kilometers away, in the bay of Cádiz, the sea is eating away at the largest tidal-influenced saline wetland in Spain. And the shadow of the great dam begins to hover over the problem. Is Venice the future of the Silver Cup? Let’s start by x-raying the problem. The sea has been advancing over the bay for decades, that cannot surprise anyone. Perhaps the only thing that has changed in recent years is that salt farmers, aquaculturists, scientists and ecologists have sat at the same table with a common diagnosis. Its ambition is much smaller than that of Venice, but we are light years away from Venice. What they are asking for is something as simple as the competent administrations coordinating. Coordinate for what? To prevent a good part of the saline wetland from dying. This wetland is structured around the so-called “outside turns“: soft dikes that stop spring tides and storms. They are not “natural things”, they are the product of centuries of human work. And when there is someone who maintains them, they endure, they tame the sea, they control the storms. The problem is that there is almost no one to maintain them. Today, around 80% of the salt mines are abandoned; Of the 160 artisanal salt mines that existed in the 70s, four remain. In other words, what is happening in the Bay is a disaster labeled ‘natural’, but with socioeconomic roots. The result is clear. In points like the south of Puerto Real, the sea advances about 3 meters a year, according to calculations from the University of Cádiz. And it is now just over 200 meters from the first houses. A few kilometers from there, 94,000 inhabitants (the people of San Fernando) live below sea level and this protected natural park is their main line of defense. If the estimates of the Blue Bay Alliance They are right and the sea rises between 55 and 70 centimeters, there will be many people who will suffer the consequences. And we will put our hands on our heads and wonder how it was possible. Then, just then, people will start talking seriously about the wall. But it will be a mistake. So far no one has asked for the Venetian MOSE and, in fact, the ‘concrete’ that the Alliance talks about is something very different and much more surgical. His basic proposal is to return to the walls permeable to the tide: to use all our modern technology to try to rescue traditional engineering. That is, keeping an extremely complex ecosystem alive. And that’s the heart of the matter: the Venice Wall could protect the new parts of San Fernando when the time comes, but it couldn’t keep the bay alive. We have to decide if we want to invest Now it’s cheap, but the risk is diffuse. Or invest later, when it is expensive, but clear and real. Image | Alain Rouiller In Xataka | Venice spent 5 billion euros on flood barriers. Five years later they are already “unsustainable”

Polymarket and Kalshi have moved $130 billion so far this year. Zuckerberg has said he wants his share

The so-called prediction markets such as Polymarket and Kalshi have ceased to be minority apps and have become a global phenomenon, one that has already moved more than 130,000 million so far in 2026. Apart from the ethical issuesit is clear that it is a good business and Meta is preparing an app to get fully into it. What is happening. They tell it in the New York Times. Meta is developing a prediction markets app that they internally call “Arena.” The app is designed as an independent application from the rest of the Meta catalog and, at least for now, it does not work with real money but rather transactions are with a points system as if it were a video game. At the moment, the project is in the experimental phase, but the company has marked it as a high priority. Why is it important. Polymarket and Kalshi have already managed to get rid of the stigma of gambling addiction in betting houses and casinos, disguising their service with an aura of finance and trading. That Meta enters this could be the definitive step towards normalization, turning betting into another activity within online life. Let us remember that Meta has a daily user base of more than 3.5 billion between Facebook, Instagram and WhatsApp. Furthermore, this would give Meta a new type of very sensitive data: it is not only what people see and publish, it is also what they think is going to happen. By crossing all the data, they could outline future beliefs and expectations. It’s not the first. Meta already tried his luck in this prediction markets in 2020, when They launched an app called Forecast which allowed predictions to be made about real-world events, such as the COVID pandemic that was ravaging the world at that time. The app was launched only for the United States and Canada and also worked with a points system. Meta’s goal at that time was not to make money, but to make online conversation more rational. “We were interested in prediction markets because, when they work, they help participants be rational,” said Rebeca Kossnick, project leader. It didn’t last long and In October of the same year they closed it. Prediction markets. At that time, prediction markets were niche apps that almost no one knew about, but in recent years they have become almost a cultural phenomenon that has been announced at major events such as the Super Bowl or the Golden Globes. So far this year, Polymarket has been in the news for various reasons, from bets on Maduro’s capture with insider information its recent blockade in Spainwhere legislation requires them to have a gaming license. We have also learned that the vast majority of users are not making money, rather they are losing it, while professional traders take the lion’s share of the pie. Even so, prediction markets are in fashion and Meta wants to take advantage of the trend. Image | Xataka with Magnific In Xataka | I don’t bet, I invest: Polymarket and company have sophisticated gambling addiction to the point of making it indistinguishable from “investing”

Polymarket and Kalshi have moved $130 billion so far this year. Zuckerberg has said he wants his share

The so-called prediction markets such as Polymarket and Kalshi have ceased to be minority apps and have become a global phenomenon, one that has already moved more than 130,000 million so far in 2026. Apart from the ethical issuesit is clear that it is a good business and Meta is preparing an app to get fully into it. What is happening. They tell it in the New York Times. Meta is developing a prediction markets app that they internally call “Arena.” The app is designed as an independent application from the rest of the Meta catalog and, at least for now, it does not work with real money but rather transactions are with a points system as if it were a video game. At the moment, the project is in the experimental phase, but the company has marked it as a high priority. Why is it important. Polymarket and Kalshi have already managed to get rid of the stigma of gambling addiction in betting houses and casinos, disguising their service with an aura of finance and trading. That Meta enters this could be the definitive step towards normalization, turning betting into another activity within online life. Let us remember that Meta has a daily user base of more than 3.5 billion between Facebook, Instagram and WhatsApp. Furthermore, this would give Meta a new type of very sensitive data: it is not only what people see and publish, it is also what they think is going to happen. By crossing all the data, they could outline future beliefs and expectations. It’s not the first. Meta already tried his luck in this prediction markets in 2020, when They launched an app called Forecast which allowed predictions to be made about real-world events, such as the COVID pandemic that was ravaging the world at that time. The app was launched only for the United States and Canada and also worked with a points system. Meta’s goal at that time was not to make money, but to make online conversation more rational. “We were interested in prediction markets because, when they work, they help participants be rational,” said Rebeca Kossnick, project leader. It didn’t last long and In October of the same year they closed it. Prediction markets. At that time, prediction markets were niche apps that almost no one knew about, but in recent years they have become almost a cultural phenomenon that has been announced at major events such as the Super Bowl or the Golden Globes. So far this year, Polymarket has been in the news for various reasons, from bets on Maduro’s capture with insider information its recent blockade in Spainwhere legislation requires them to have a gaming license. We have also learned that the vast majority of users are not making money, rather they are losing it, while professional traders take the lion’s share of the pie. Even so, prediction markets are in fashion and Meta wants to take advantage of the trend. Image | Xataka with Magnific In Xataka | I don’t bet, I invest: Polymarket and company have sophisticated gambling addiction to the point of making it indistinguishable from “investing”

Today on Disney+, the film that, despite exceeding one billion at the box office, has left the continuity of its franchise up in the air

‘Avatar: Fire and Ashes’the third installment of James Cameron’s billion-dollar saga, lands in Disney+. A film that opens with a statement against AI, introduces the franchise’s first major Na’vi villain, and leaves the future of two sequels in the airsequels that, despite the extraordinary collections of the franchise’s films, are still not guaranteed to survive. The film picks up where ‘The Way of Water’ left off: the Sullys, grieving the death of their eldest son Neteyam, try to protect another family member while facing two simultaneous threats. The RDA returns with reinforcements and the Mangkwan, known as the People of Ash, also appear: a volcanic Na’vi clan that has renounced the spiritual entity that underpins the entire cosmology of Pandora. It is the first time in the franchise that the Na’vi occupy the role of antagonists, which breaks the moral structure of the first two films: until now, only humans were the aggressors. The film’s visual effects were carried out by Wētā FX, the New Zealand studio that was linked to Peter Jackson. The team signed 3,132 visual effects shotsand the rendering process accumulated 1.248 million computing hours. One of the key technical innovations for the film was Kora, a set of tools for chemical combustion simulations, developed to solve a problem they had already identified in ‘The Way of Water’: photorealistic fire was extraordinarily difficult for artists to handle. Kora makes creating these types of images remarkably easy. In its opening weekend, the film grossed $347 million worldwide, and has already grossed $1,490. It is Cameron’s fourth film to exceed one billion, after ‘Avatar’, ‘Avatar: The Way of Water’ and ‘Titanic’. The three films in the saga total more than $6 billion at the global box office, making it the first trilogy in history to reach that figure. However, calculations say that Disney needed to exceed one billion to make a profit, and that figure is increasingly being exceeded more closely. Without a doubt, an obstacle in the way of an ambitious story that may not tell everything that Cameron has in his portfolio. In Xataka | Today on Prime Video, a disaster movie that lost 45 million in theaters but is sweeping streaming

Amazon invested $50 billion in OpenAI. Four months later, he has hidden an already finished film about Altman

‘Artificial’ is a film already completely finished. Luca Guadagnino, director of ‘Rivals’ and ‘Call Me by Your Name’, filmed it between July and October 2025, with Andrew Garfield in the role of one of the men of the moment, Sam Altman. It has been shown in different test runs and has been liked. It cost 40 million dollars. And on Friday, June 20, 2026, Amazon announced that it would put it in a drawer and not distribute it. What happened. The decision It came from Mike Hopkins, head of Prime Video and Amazon MGM Studios, who personally communicated the resolution to Guadagnino’s team. The director was dismayed and Amazon communicated this in an extremely diplomatic, almost incomprehensible way: “We have the greatest respect and admiration for Luca Guadagnino as an award-winning filmmaker, and also a long-standing relationship that we hope to continue. We believe that ‘Artificial’ will work better in another studio and we are working closely with the team to find it a new home.” Of course, data is missing here. What really happened. On February 27, 2026, four months before the announcement, Amazon and OpenAI announced a multi-year strategic alliance. Amazon will invest $50 billion in OpenAI, starting with $15 billion immediately and an additional $35 billion when certain conditions are met. AWS becomes the exclusive cloud delivery provider for OpenAI Frontier, the company’s enterprise AI agent platform. In addition, OpenAI expands its infrastructure consumption agreement on AWS by $100 billion over eight years, and commits to deploying approximately 2 gigawatts of Trainium capacity, Amazon’s proprietary chips. Why ‘Artificial’ is so controversial. ‘Artificial’ it has a comedy point bitter, and comes with the stamp of screenwriter Simon Rich, who worked on none other than ‘Saturday Night Live’. The story focuses on the 72 hours in November 2023 when the OpenAI board removed Altman and He hired him again days later.. The comparison with ‘The Social Network’, the film by David Fincher and Aaron Sorkin about the origins of Facebook, has come up numerous times among those who have been able to see ‘Artificial’. Also it has been said that Altman is portrayed as a pathological liar, and is described by another character in the film as “one of the most manipulative people on the planet.” All of this, of course, had been approved by Amazon, although the film apparently became darker as filming progressed. Some speculation suggests that Amazon saw the setup, realized the potential damage to its numbers and image, and that they simply did not want to commit billions at a stroke. Even more, is spoken that Amazon’s investment in OpenAI “undoubtedly” influenced the decision to abandon the film. September 2026. OpenAI wants to debut on the stock market in September 2026, with a valuation of between $730 billion and $850 billion. The company filed its confidential S-1 with the SEC on May 22, 2026. If the Initial Public Offering prepared by OpenAI goes well, Amazon’s stake appreciates very substantially. Possibly, the view of Altman as a pathological liar does not benefit this stock market bet, and Amazon does not want to be behind this hypothetical put a spanner in the works. Nobody wants ‘Artificial’. For some time now, we have seen how this same path that ‘Artificial’ has begun to take was experienced by films produced by companies eager not to spend more money than strictly necessary. It happened with ‘Coyote vs.- ACME‘, which has finally found its way, or with ‘The war of tomorrow‘, which Paramount produced and Prime Video released in the pandemic. The curious thing about this case is that no one seems to want to approach the project. CAA Media Finance, which represents Guadagnino, has been conducting private passes for potential distributorsand the likes of Netflix, A24, Focus Features, and Warner Bros.’ Clockwork have all nixed the project. At the moment, only Mubi or Neon are potential candidates. And how is this, that A24, queen of independents and difficult projectsAren’t you interested? Well, because the distributor is backed by Josh Kushner’s Thrive Capital, who sits on OpenAI’s board and is among its most prominent investors. Amazon’s story repeats itself with A24 because AI money is widespread throughout the entertainment financial ecosystem. And so it is difficult to produce ambitious and independent films. In Xataka | AI is going to generate unprecedented wealth. The question everyone is starting to ask is who is going to stay with her?

OpenAI lost $38.5 billion in 2025, almost eight times more than in 2024. It will still go public

The well-known analyst Ed Zitron has leaked the audited financial statement of OpenAI for 2024 and 2025. The data is overwhelming and shows how the company, which lost $5 billion in 2024, lost almost eight times more in 2025: $38.5 billion. These colossal amounts do not seem to be an obstacle to the company’s new ambition: going public. It looks like a big hole… When analyzing the 2025 numbers, it is clear that OpenAI’s operating business is not the real cause of this hole in its accounts. Much of the net loss is due to the transition that the company made from an entity non-profit (non-profit) to a traditional business corporation (for-profit). By doing soUS tax regulations caused a loss of $41.55 billion due to changes in the value of convertible interests and stock options (warrants) that had been agreed with partners and investors. …but maybe it’s not. The fascinating thing about this situation is that although the data is worrying, it also contains a probable contradiction. OpenAI records this colossal loss of $41.55 billion not because business is bad, but precisely because it is worth much more than before. How do they explain in Financial Timesupon becoming a for-profithad to update all those “accounting promises” at a fair and reasonable value, which generated that notable negative impact on the balance sheet. The “real” loss. The leaked balance sheet explains that if this “technical” loss from revaluation and some other tax credits is discounted, the pure operating loss from its traditional commercial activity is around a much more acceptable figure and less than $8 billion. It is still a huge amount (in 2024, we repeat they lost 5.08 billion), but it changes the perspective. Investors still believe in OpenAI. These data may seem terrifying and should make investors flee. They are doing just the opposite because they firmly believe in the future of the company. A few months ago the company raised an absolutely astronomical investment round of 122 billion dollars to reach a valuation of $852 billion. At the moment the one that wins is Microsoft. The leak also shows who is currently the big financial winner of this AI fever: Microsoft. In 2025, OpenAI paid the Redmond giant a total of $17.2 billion to be able to use the computing capacity of its cloud infrastructure, Azure. The amount Microsoft paid OpenAI for licenses or services was ridiculous by comparison: $303 million. Source: Sherwood News. Revenue is growing. For investors, the metric that is sustaining optimism is the speed at which OpenAI has managed to grow its revenue. The company closed 2025 with consolidated revenues of 13.07 billion dollars, almost tripling the 3.7 billion in 2024. But what is really notable is the evolution of its annualized income (Annual Run Rate, ARR), which allows projecting what is expected to be earned at the end of the year. OpenAI started at a pace of $1 billion per quarter, and then accelerate and end up closing with a turnover of more than 2,000 million per month (per month!). The condemnation of everything free. OpenAI’s commercial strategy, however, may have been its great Achilles heel. The company has paid a high price for wanting to be the free AI of the end user. Keeping hundreds of millions of people querying for free on ChatGPT certainly has a huge impact on operating costs. That contrasts with Anthropic’s approach, which from the beginning focused on business users who pay in much greater proportion. This tactic has allowed the rival company to achieve something unusual: make money with AI. With small print, but they win it. And the IPO, what? The truth is that OpenAI has already sent the confidential documentation that the Securities and Exchange Commission (SEC) needs to start the IPO process. That doesn’t necessarily mean such an IPO is near, but there’s a problem: Anthropic has taken the exact same step. If the company led by Dario Amodei comes forward in that appearance on Wall Street, it will be another reputational battle won just at the moment when OpenAI is generating the most doubts. In Xataka | Anthropic is at the most important moment in its history and has a warning: we must lift the AI ​​accelerator

Meta spent at least $14 billion to win the AI ​​race. It’s been a year and it’s still exactly where it was.

In Silicon Valley, and in technology in general, being huge does not guarantee being prepared to win every race. You can have money, talent, data centers, billions of users and machinery capable of integrating anything new into products we use every day. Still, when the board changes, so does the question. Meta has been trying for years to demonstrate that it can not only distribute artificial intelligence at scale, but rather compete at the center of the conversation. The problem is, when we think about chatbots, it still doesn’t seem to be the first name that comes to mind. 14.3 billion dollars. Ea is the figure that Reuters put on the table for a very specific operation. On June 13, 2025, the agency reported that Meta would take a 49% stake in Scale AI for that amount, in a deal that valued the startup at about $29 billion. Scale itself spoke of a significant new investment from Metaalthough he did not publish the exact amount of the investment. We are not talking, therefore, about everything that the company has allocated to AI, but rather about an identifiable bet within a much broader bill. What Meta saw in Scale AI. It was surely not one of those companies that we had on our radar when we were talking about artificial intelligence. It did not have the public shine of ChatGPT nor the showcase of Geminibut it did occupy an important place in the machinery that makes it possible to train and evaluate models. His work revolves around data that allows training, evaluating and improving AI systems, including labeled or curated data for training. The name behind the operation. Meta was not only betting on Scale AI, it was also incorporating Alexandr Wang into its new stage in artificial intelligence. The agency noted that the main driver of the move was to secure Scale’s founder to lead Meta’s superintelligence efforts. Scale itself confirmed that Wang would join Meta to work on its AI projects. So the investment should not be read solely as an entry into the capital of a data company, but as a way to accelerate leadership and talent. Context. The investment came at a time when Meta needed to strengthen its position in the advanced AI race. It occurred in a context marked by the poor reception of Call 4its latest large family of open models, and due to competitive pressure against companies like Google, OpenAI and DeepSeek. It was not just a matter of having more resources or adding a new piece to the organizational chart. What was at stake was to regain momentum in a field where other names were marking a good part of the technical, business and public conversation. The visible part. The most recognizable result of this new stage is Muse Sparkpresented by Meta as the first model of a new family created by Meta Superintelligence Labs. The company assures that it already powers Meta AI in its app and on the web, and that it is being deployed in WhatsApp, Instagram, Facebook, Messenger and its AI glasses. Here, precisely, there is an important point: Meta does not need to convince the user to install another application from scratch: it already has the channels. But converting presence within their own platforms into public relevance within generative AI is another battle. The limit. Just because the model is within WhatsApp or Instagram does not mean that people use it for many tasks. Muse Spark does not seem to be occupying the place that the GPT or Gemini models do, to name a few examples. Despite this, according to ReutersMuse Spark has performed well in languages ​​and visual compression, although it has lagged behind in coding and abstract reasoning. Meta has managed to be present, but has not yet demonstrated that this presence is enough to change habits. Strategic turn. Muse Spark does not follow the path that had given Llama so much visibility: The Wall Street Journal described it as a closed model. The company itself speaks of an API in private preview for selected partners, not open and general access for any developer. That is to say, Meta has put a new model into circulation, but it has done so in a more controlled way, more integrated into its products and less open than the strategy with which it had tried to differentiate itself in AI. The crack. Meta can integrate AI into gigantic products, but the generative AI race is also played in another field: that of the names that the user recognizes when they need a chatbot. And there Zuckerberg’s company does not seem to occupy the same place as ChatGPT, Gemini, Claude or Grok. The economic doubt has not disappeared either. And, a no small detail, advertising continues to be the engine of Meta’s income. Images | Mark Zuckerberg In Xataka | There is a company proving that AI can be the perfect interviewer for companies. His name is Orbio and he is from Madrid

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