bring

only Chinese memory manufacturers can bring sanity back to the hardware market

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The price of memory has become a bad joke. DDR4 and DDR5 modules are in short supply, PC manufacturers are packaging computers without enough memory and even Apple has risen 20% the price of your MacBooks and iPads blaming this component directly. The artificial intelligence (AI) is to blame, and there is no sign of the situation improving anytime soon. Samsung, SK hynix and Micron, which control around 90% of global DRAM production, have refocused much of its manufacturing lines towards high-bandwidth memory (HBM), which powers AI accelerators from Nvidia and other companies. The result is that the consumer market, the one that supplies our computers, mobile phones and consoles, has been practically abandoned to its fate. And in that void there are only two names capable of providing some oxygen: CXMT (ChangXin Memory Technologies) and YMTC (Yangtze Memory Technologies Co.). These two Chinese manufacturers have been secondary players for years and, suddenly, they have emerged as the only variable capable of stabilizing skyrocketing prices. Two manufacturers, one opportunity CXMT has made a rise that seemed unthinkable just two years ago. This company has increased its net profit more than 1,688% in a single quarter, has signed a contract with Tencent valued at about 20 billion yuan (about $2.75 billion) to supply DRAM for servers, and already holds a global share of 7.67% according to Omdiamaking it the fourth largest manufacturer on the planet and the first in China. While CXMT fights its battle in the DRAM market, YMTC does the same in the field of NAND Flash chips. This last company has gone from a share of 8% to 13% in just one year, and is preparing a new plant whose mass production will start during the second half of 2026which will place it as the third largest NAND manufacturer in the world only behind Samsung and Kioxia. In addition, YMTC has decided to dedicate 50% of the capacity of its third plant in the city, different from the previous one, to the manufacturing of DRAM, marking an unprecedented foray into the field of its compatriot CXMT. CXMT prices are already starting to look dangerously similar to those of Samsung, SK hynix or Micron However, it is in our best interest to moderate our enthusiasm. As we could see at Computex, CXMT prices They are already beginning to look dangerously similar to those of Samsung, SK hynix or Micron, and a good part of their production is still destined for the Chinese domestic market. It is important that we also moderate our expectations: the avalanche of capacity of these two manufacturers will not reach the global market until 2027, according to the industry’s own estimates. And there is another front that does not depend on the factories. CXMT is on the Pentagon’s 1260H list for its alleged ties to the People’s Liberation Army, something that has forced Apple to put pressure on the Trump Administration to be able to buy chips from him without retaliation. As can be expected, any movement in Washington can stop this escape route in its tracks just when we need it most. China is not going to solve this crisis overnight, but it is, today, the only piece on the board that is moving in the right direction. Whether it arrives on time or not will depend on both its factories and the geopolitics that surround them. In Xataka | China needs to develop a new type of chips immune to US sanctions. And your scientists have just achieved it

bring the sandwich from home

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A mother hid some sandwiches at the bottom of her backpack so her children could eat on the beach without having to go to the establishment’s restaurant. When it was time for food, he asked them to move away towards the shore so as not to attract the attention of the staff. The episode has ended up becoming the symbol of a debate that has been growing for years in Italy: how far the private beach business can go. It’s not who occupies it, but what you can do. we have been counting. Private concessions have been part of the Italian coastal landscape for decades. In regions such as Liguria or Emilia-Romagna they come to occupy about 70% of the coastlineoffering hammocks, umbrellas, bars, restaurants and all kinds of services. The problem is that, as the price of enjoying a day at the beach has increased, many users feel that the cost does not end when they rent their space on the sand. The last front of this tension no longer revolves around access to the sea, but rather something much more everyday: whether a family can take out a sandwich prepared at home. A symbol of the cost of going to the beach. The controversy broke out on a beach in Puglia, where a woman was reprimanded after introduce homemade food for her and her children. There is no national rule that prohibits bringing food to these establishments, but some concessionaires establish your own rules to protect the activity of its bars and restaurants. For many clients, however, the situation is hard to accept. After paying hundreds of euros for a full season or increasingly higher daily rates for an umbrella and two sunbeds, they consider it excessive to be forced to also assume the expense of the restaurant. Two business models in the same arena. The managers of the private beaches maintain that maintaining these facilities requires heavy investments and remember that they must take care of staff, cleaning, taxes and waste management during a very short tourist season. Furthermore, they assure that the problem is not so much the sandwiches as those who turn the beach into an improvised dining room with complete menus and then abandon the trash. Faced with this vision, many families respond that bringing food from home does not respond to a question of comfort, but of economyespecially at a time marked by the increasing cost of living. The real problem. The controversy has also put the spotlight on the state of many beaches Italian public Many users acknowledge that they would prefer to use them more frequently, but report that they lack basic services or are poorly maintained. This situation pushes many people towards private concessionswhere they find comfort and services, although in exchange they must assume costs that become higher every summer. The result is a growing feeling that access to the sea is still public, but enjoying it is beginning to seem like a luxury. Prohibited solutions. Not all establishments have chosen to tighten the rules. Some have started offer simple menus and affordable that customers can consume under their own umbrella, trying to reduce conflict without forcing them to give up catering. It is a formula that seeks to balance the interests of the business with the economic reality of many vacationers and that demonstrates that there are alternatives to the permanent confrontation between clients and dealers. The great battle. Be that as it may, the sandwich episode has transcended because it summarizes a discussion much broader on the tourism model and the use of public space. The question is no longer just how much it costs to rent a hammock, but where does the right end of the dealer to manage his business and where the freedom of those who have already paid to occupy a small piece of sand begins. In that sense, the humble hidden snack in a backpack has ended up becoming the unexpected protagonist of a debate about the future of Italian beaches. Image | °cute°!° In Xataka | Italy had a problem with its beaches called “tourism”: now it has a solution and an even bigger problem In Xataka | A beach in Sardinia has banned umbrellas for people between 10 and 65 years old. The reason is simple: fire

China has found an unexpected shortcut to bring AI to millions of homes: the robot vacuum cleaner

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You may already be using Chinese AI at home without giving it much thought. Not necessarily in the form of a chatbot, nor as a hidden function on the mobile, nor as another promise within the television. Maybe it’s in something much less solemn: a robot vacuum cleaner that runs across the floor of your living room while you do something else. The history of the robot vacuum cleaner did not begin with devices running around pointlessly. He Electrolux Trilobitemarketed in Europe in the early 2000s, and the Roomba Intelligent FloorVacpresented by iRobot in 2002, already incorporated sensors and navigation routines to move around a home with a certain autonomy, although their capabilities were far from current ones. What has changed since then is the perception layer: advanced models no longer just detect walls or stairs, but build richer maps, recognize objects and make decisions with more context. Electrolux Trilobite The scale data helps to understand why this story is not just about technological curiosity. According to IDCthe global home cleaning devices market reached 32.72 million units in 2025, up 20.1% from the previous year. Within that universe, smart robot vacuum cleaners remained the main category, with 24.12 million units and a growth of 17.1%. IDC measures shipments, not installed homes, but the scale helps to understand the dimension of the phenomenon: we are talking about tens of millions of home cleaning robots moving through the global market in a single year. AI also enters the house through the floor The most striking thing is who occupies the center of that category today. In the first three quarters of 2025, the global Top 5 of smart robot vacuum cleaners consisted of five Chinese brands: Roborock, Ecovacs, Dreame, Xiaomi and Narwal. The consulting firm speaks of a reorganization of the market, with 17.42 million units shipped in that period and a year-on-year growth of 18.7%. The reading is quite clear: China is not entering this sector as an aspirant, but as the block that sets the commercial pace of an increasingly technological category. And here the interesting thing begins: we are not just talking about a cleaning product. An advanced robot vacuum cleaner is probably one of the most complex home devices we can have moving around the house, because it must clean, orient itself, avoid problems and make decisions in an environment that changes every day. When he avoids a wire to avoid getting trapped, surround a sockdistinguishes a carpet or adapts its route room by room, there is more than just aspiration: there are sensors and artificial intelligence. Xiaomi H50 Pro At Xataka, for example, we have tested the Roborock Saros Z70, a robot vacuum cleaner with a robotic arm capable of lifting objects weighing up to 300 grams. In our experience, it reached for a sneaker, and Roborock claims it can also pick up socks, small towels, or tissues, although it doesn’t always recognize everything it finds. When we talk about the artificial intelligence race, we usually look towards the great models: OpenAI, Anthropic, Google, DeepSeek or Alibaba Qwen, systems designed to summarize, schedule or respond from one screen. That terrain is still the most visible, but it is not the only one. China is also pushing a much more physical and everyday path: products capable of bringing perception, navigation and decision capabilities to household tasks. The iRobot case summarizes the change of era very well. Roomba made the idea of ​​the robot vacuum cleaner famous, but the company no longer occupies the central place it had for years: it was left out of the Top 5 global smart robotic vacuum cleaners indicated by IDC and declared bankruptcy before pass into the hands of the Chinese firm Picea Robotics. This, added to the most recent market data, suggests that the old Western benchmark lost ground while a new generation of Chinese brands conquered the market. Images | Roborock | Electrolux | Xiaomi In Xataka | A man tried to control his robot vacuum cleaner with a remote control: he ended up having access to 6,700 devices around the world In Xataka | The problem is not that there is AI on TikTok. It’s already more than half of what you see as soon as you enter.

The US has had an idea to reassure Europe. Instead of soldiers, he is going to bring his nuclear weapons very close to Russia

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In 1983, tens of thousands of women surrounded a British air base to protest the deployment of American nuclear missiles. That mobilization, known in time as Greenham Commonbecame one of the major antinuclear symbols of the Cold War and showed the extent to which the location of these weapons could alter European politics. Less soldiers, more “nuclear”. Europe has been trying to figure out what it really means for months the strategic turn of the United States. The reduction of troops, the withdrawal of some military systems and the increasing priority given to the Indo-Pacific have fueled fears that Washington is progressively moving away from the continent. However, conversations within NATO point to a very different response than expected. Instead of reinforcing the conventional presence, the United States would be willing to expand the deployment of nuclear capabilities in Europe to demonstrate that its commitment to the defense of the continent remains intact. The idea is simple but powerful: if there are fewer American uniforms on the ground, the nuclear umbrella must remain visible and credibleeven “closer.” The closer the interest is to Russia. There is no doubt, the allies most interested in this possibility are precisely those who observe Russia from the first line. Poland has been leading for years the list of candidates to host US nuclear capabilities and some Baltic countries have also shown interest in participating in future deterrence formulas. The invasion of Ukraine and Putin’s continued references to its nuclear arsenal have profoundly changed the perception of security in Eastern Europe. I remembered the financial times that, for these countries, hosting aircraft capable of using US nuclear weapons would have enormous political and military value, since it would turn any threat against them into an issue directly linked to Washington’s strategic credibility. The legacy of the Cold War. The proposal does not involve creating a new system, but rather expanding a mechanism that has existed for decades. Currently Belgium, Germany, Italy, the Netherlands, Türkiye and the United Kingdom participate in the program nuclear delivery of NATO, through which they store American nuclear weapons under exclusive control of Washington and train their air forces to operate within that scheme. This model was born during the Cold War to guarantee that European allies could participate in the Alliance’s nuclear strategy without having to develop their own atomic weapons. More than half a century later, the formula is once again gaining prominence in a continent that watches with concern the deterioration of the relationship with Moscow. Europe seeks to replace some capabilities, but not others. European capitals have assumed that they will have to spend more in defense and rebuild conventional capabilities that for decades were delegated to the United States. From anti-missile systems to strategic transportation to military intelligence, much of the current conversation revolves around how to fill those gaps. However, there is one area that many governments they consider it impossible to replace in the short term: the American nuclear deterrent. Although France and the United Kingdom have their own arsenals, Washington’s umbrella continues to be perceived as the central element of the European security architecture and as the ultimate guarantee against any military escalation. The signal that Washington wants to send. They told in the Times that for now there is no final decision and the conversations remain highly confidential. Still, the mere fact that the possibility is on the table reveals how Western strategy toward Russia is changing. For years the US military presence in Europe was measured in bases, brigades and deployed troops. Now the discussion increasingly revolves around another type of message. While Washington concentrates resources in Asia and requires its allies to assume a greater share of the defensive effortthe signal it seeks to convey is that nuclear protection remains intact. In a way, the new formula to reassure Europe is not to bring more soldiers closer to the Russian borders, but to bring closer what for decades has served as a last guarantee of security: American nuclear weapons. Image | Air Force, SJOERD HILCKMANN In Xataka | Spain’s great fear is not an invasion: it is a slow hybrid war with Morocco against its two most vulnerable cities In Xataka | To become technologically “independent” from the US, the European Union already has a plan: four desperate measures

Someone thought it was a good idea to bring a Bluetooth device called “Bomb” onto a plane. What had to happen happened

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Imagine that you are sitting in that modern torture chamber that we call “economy class” on a transcontinental plane when, after an hour in the air of the eight-hour trip from New Jersey to Mallorca, the aircraft turns around to land at the point of origin because the bomb threat protocols are activated. Now stop imagining because that is precisely what happened this past May 30 when the United Flight Boeing 767 that covered the Newark – Palma de Mallorca route thad to turn around with 12 crew members and 190 passengers of which one was the owner of a Bluetooth device with a peculiar name. “Bomb”. The “Bluetooth bomb” He United Flight 236 It should be just another conventional flight, but those who took the one last Saturday experienced an unusual adventure. When the ship was flying over the Atlantic and in a period Between 60 and 90 minutes after takeoff, someone noticed a disturbing detail: searching for Bluetooth networks, They found a device called “BOMB”. If someone was carrying a bomb with a Bluetooth connection, I highly doubt it would be visible to everyone and, on top of that, it would be called “Bomb”, but it was enough for the situation to explode. The crew, using the public address system, repeatedly asked that the Bluetooth devices be turned off, even threatening with turning around, but after seeing that there were still some lights left and that the “bomb” was among them, the maneuvers began. In coordination with the company’s operations center in Chicago, it was decided that it was best to declare a state of bomb emergency and return to Newark. The plane landed as if nothing had happened, but on the ground there was a significant police and security deployment that forced the passengers to vacate the ship, leaving their hand luggage behind. Image | Flightradar24 As part of the procedure, it was now the security forces that were going to be in charge of inspecting that luggage again. It has not really emerged what the device was, but what is clear is that there was no real explosive device. United has not given detailsbut different media indicate that a 16-year-old passenger had a device named with that name. Some say it’s a Fitbit, others say it’s a Bluetooth speaker. No details have been given about the consequences. that the passenger will have to face and everything has remained an anecdotal situation and a story that those 212 people will tell at some point. Now, there are interesting readings. The first is that there are devices for which you can change the name of the Bluetooth connection. For example, we can call our cell phone whatever we want, just like Wi-Fi networks, but there are others that are not easy to change the name of. A speaker or headphones usually have the name they come from the factory, unless they have an app that explicitly allows you to change the identifier. This is important because there are speakers like the Bombbox from JBL and, above all, the Hama Bomb 3.0 that have ‘BOMB’ in the name. Obviously, it doesn’t just say that and there are numbers and the brand, so it would be easy to deduce that it is a totally different device than a bomb. Also, if this were the case, the device would be turned off and not searching for Bluetooth all the time, so what makes the most sense is that it is a mobile phone with that ‘nickname’ for Bluetooth. That said, when the crew asked to disconnect the Bluetooth, if the person had headphones on they might not even notice and, if they did, it was a message that could be interpreted as “put the phone on.” airplane modeThere are cell phones that, when they activate airplane mode, deactivate all wireless communications, but there are also those that only deactivate Wi-Fi, the mobile network and leave Bluetooth to allow connection with headphones. This is for trying to find an explanation for a bizarre story like few others that had a happy ending for the passengers, being able to board a new flight the morning of the next day, but which could be very serious for the funny or clueless owner of the device. Because it is one thing to take longer to take off, but having a plane turn around, relocate all the passengers and the company pay compensation… is not cheap. AND I’m sure someone at United Flight isn’t happy at all.nor were those who were on that flight and who had zero information about what was happening, even having to go to reddit to find out about the movie and report the company’s compensation: a $15 bonus to spend on food. Moral: take a look at what your devices are called. In Xataka | Airplanes have circular windows for a reason. It took two plane crashes to find out.

Stellantis and Dongfeng have just signed an agreement to produce Jeeps and Peugeots in China, and then bring them from China

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Stellantis and Dongfeng have signed an agreement of production valued at more than 8 billion yuan (approximately 1 billion euros) to manufacture four new vehicles in China under the Jeep and Peugeot brands. This initiative will be channeled through Dongfeng Peugeot Citroën Automobile (DPCA), the joint venture that both companies have had for more than three decades. Penetrating China. This agreement is Stellantis’ clearest commitment to adapt to the new reality of the sector. And instead of competing head-on with Chinese manufacturers, the group chooses to rely on its technology and production capacity. The Financial Times point that Chinese buyers have turned their backs on foreign brands, whose market share fell to approximately 30% last year, compared to 64% in 2020. In such an environment, growing alone is almost impossible, so Stellantis has used the classic “if you can’t beat the enemy, join him.” A strategic agreement. The four vehicles will be new energy vehicles (NEV), a category that includes pure electric vehicles, plug-in hybrids and models with a combustion engine acting as a battery generator. The two Peugeots will be based on the design language that the brand presented at this year’s Beijing Motor Show with the Concept 6 and Concept 8, according to account the CnEVPost media. The two Jeeps will have an off-road profile. According to share According to the Financial Times, production will be destined for both the Chinese market and export, in the latter case for destinations such as Southeast Asia, the Middle East and Latin America. The two companies have also agreed to explore broader cooperation outside China. In addition, as the media reports, Stellantis is simultaneously studying transferring capacity from its Rennes plant, in France, to Dongfeng. Jeep’s return to China. The agreement represents the return of the brand’s local production in the country. Jeep abandoned manufacturing there in 2022, when the joint venture was dissolved that Fiat Chrysler (precursor of Stellantis) maintained with GAC. Since then, Stellantis had been importing the vehicles, a formula that was already much less competitive due to price. Between the lines. Dongfeng assumes most of the disbursement, while Stellantis contributes around 130 million euros. There are already clues as to who has the productive and technological capacity, and who provides the brand value. The agreement also benefits from the industrial policies of Hubei province and the city of Wuhan (where the joint venture has its plant), something that has generated criticism in Europe and the United States by interpreting that Western manufacturers are taking advantage of Chinese state subsidies. For Dongfeng, the pact comes at a delicate time. And the manufacturer has fallen behind other large companies such as BYD or Leapmotor, and now the state firm needs both income and international projection. Dongfeng President Qing Yang account that the agreement will be “beneficial for both parties.” Movements. Stellantis has been accelerating its alliances with Chinese partners for weeks. Only last week it announced that it was deepening its collaboration with Leapmotor, in which it has 21% of the capital. The brand will hand over the Villaverde plant, in Madrid, and will expand lines in Zaragoza. That makes Stellantis the first major Western manufacturer to offer European production capacity to a Chinese brand, according to stand out from the Wall Street Journal. Antonio Filosa, CEO of Stellantis, who foresees present its new long-term strategy on May 21has repeated on several occasions that alliances will be a central pillar of the group’s future, a group that we remember closed 2025 with net losses of 22.3 billion euros. And now what. The big question is whether the models leaving Wuhan will have enough Jeep and Peugeot DNA to appeal to the global buyer, or whether they will in practice be Chinese vehicles with a European logo. With Dongfeng taking on most of the funding and technology development, the answer points more towards the latter. We will have to wait to find out how the play ends up turning out. In Xataka | Google gives Android Auto its biggest update yet: new interface, YouTube, Maps redesign, and lots of AI

China will bring together more than 300 humanoid robots in a half marathon. The goal goes beyond running

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Seeing more than 300 humanoid robots preparing to run a half marathon in Beijing has something of a futuristic image, yes, but also quite a declaration of intentions. The appointment, scheduled for April 19 within the framework of The Beijing Yizhuang Half Marathon and Humanoid Robot Half Marathon in 2026 is not presented as a simple flashy exhibition, but as an event in which China will bring together dozens of brands, teams and systems to test them before the public. What we have before us is not just a race: it is another way of showing us to what extent humanoid robotics has become an area that the country wants to take very seriously. New edition. Last year, Beijing had already held a half marathon of humanoid robotsbut now the leap is evident: preparation has mobilized dozens of teams and has forced the organization of large-scale night tests to check that everything works on the ground. Xinhua reported that more than 70 teams participated in the last comprehensive test held between the night of April 11 and the early hours of the 12th. More than resistance. The interesting thing about this appointment is not only in seeing which robot can withstand the distance better, but in observing how it travels it. Both autonomous navigation and remote control equipment participated in the previous tests, which will allow different technical architectures to be shown. That nuance matters a lot, because it shifts the focus from the simple spectacular image to something more useful for reading the moment of humanoid robotics in China. What is at stake is not only completing the journey, but also checking what degree of autonomy and what type of control can be sustained in an open environment. The names of this edition. If there are robots that help to better read the level of this appointment, those are the ones that arrive with clearer objectives and a more recognizable profile. The Beijing Humanoid Robot Innovation Center has confirmed the participation of Tiangong Ultra and Tiangong 3.0, with three units of the former competing completely autonomously, without human navigators or external guidance signals. Unitree has also confirmed the return of the H1, in a version adapted for long distances. Added to this is the presence of Lightning and Yuqi Boy, the two models with which Honor enters this race. What China wants to teach. This race can also be read in a much broader way. It is not only about seeing dozens of humanoid robots facing a half marathon, but also about interpreting the message that China projects with that image. Humanoid robotics has become one of the areas in which the country wants to make its position clear.. And few formulas are as effective to do so as taking that bet out of the laboratory, turning it into a public event and showing it on a stage capable of attracting attention inside and outside its borders. Images | Beijing Government In Xataka | Anthropic was the “don’t be evil” of AI for developers. Now he’s squeezing them all

give reasons to bring back teleworking

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When the price of oil soars Because of a war, governments look for ways to reduce their consumption. This is something that already happened with the oil crisis of ’73 and it is being repeated again with the war between Iran, Israel and the US. One of the quickest is usually that people stop commuting to work. What is happening now leaves us with a certain déjà vu of 2020with the difference that the reason is no longer a virus, but an energy crisis and the objective is save energy. Asia has already released the 2020 manual. Given its greatest dependence on Iranian crude oilthe first movements have arrived from Southeast Asia. Malaysian Prime Minister Anwar Ibrahim advertisement that officials linked to the Administration will implement teleworking to reduce fuel consumption. The Philippines chose cut the work week to four days for executive officials, with the same objective. The measure has a preceding in 1990, when the country experienced a situation similar to the current one during the Gulf War. Sri Lanka and Pakistan also implemented the four-day week in their State departments, and countries such as Vietnam and Thailand They explicitly asked teleworking to reduce unnecessary travel. The International Energy Agency recommends teleworking. The International Energy Agency published a decalogue of measures to reduce the impact of the power surge. Teleworking tops that list due to its direct effect on fuel consumption during daily trips. The recommendation of the energy agency for reduce the volume of trips is not trivial, the report notes that “three additional days of teleworking, for those who allow it, could reduce automobile oil consumption by 2% to 6%, with average potential reductions of around 20% for individual drivers.” Spain advances its mobility plans one year. On March 20, the Government approved the Royal Decree-Law that launches the ‘Comprehensive Response Plan to the Crisis in the Middle East’ with a mobilization of 5 billion euros. One of the measures that this plan also includes is to advance the entry into force of the work mobility plans provided for in the Sustainable Mobility Law that was already approved, going from 24 to 12 months. This Mobility Law included the obligation for companies with work centers with 200 or more workers (or shifts of more than 100 workers) to create sustainable mobility plans that must include concrete measures to reduce travel through active mobility, collective transport and, this is the key, offer teleworking options in positions that allow it. Teleworking is already in the law, although no one has imposed it. In 2020, teleworking was an emergency measure and without a prior regulatory basis to regulate it. Now, there is a Remote Work Law and is being integrated into sustainable mobility plans, with deadlines and sanctions. Companies are not obliged to offer teleworking in a generalized way to its employees, but to design a strategy to reduce travel, which in many cases involves remote work. Not having teleworking does not carry a direct sanction. Not having a mobility planyes it does, which makes teleworking an increasingly less discretionary option for certain companies. If the energy crisis continues, the jump from recommendation to obligation now has much less distance than it did five years ago, because the legal basis is already in force. In Xataka | Teleworking will experience a second youth, at a very specific moment: when the boomers retire Image | Freepik, Unsplash (Jan Baborak)

SpaceX is about to go public promising to bring AI to space. What really sells is satellite Internet

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SpaceX has confidentially registered with the SECthe US regulator, its application to go public, in what could become the largest public offering in history. Why is it important. The valuation of Musk’s company exceeds one and a half billion dollars, and the objective is to raise between 50,000 and 75,000 million euros before the end of June. To put it in perspective: the IPO of the Arab oil company Saudi Aramco in 2019until now the largest in history, raised just over 25,000 million. Furthermore, this news has been presented as a milestone in space exploration, but if you read between the lines, the real story is different. Between the lines. The story that SpaceX is going to sell to Wall Street mixes rockets, Mars and AI. It is the perfect cocktail to attract capital in 2026, but analysts who have looked at the numbers and quote Reuters are a little cruder: the $1.5 trillion valuation is only supported by starlinkthe satellite Internet service that already has nine million subscribers and generated $8 billion in revenue in 2024 alone. SpaceX billed between 15,000 and 16,000 million dollars in 2025, with about 8,000 million in profit. Starlink accounts for the clear majority of that revenue and almost all of the margins. The orbital data centersthe great promise of the IPO, are still an unproven concept. As said market strategist Shay Boloor: “Starlink is the only reason this assessment is defensible.” The contrast. SpaceX was born in 2002 with a mission: to make humanity multiplanetary. Mars as a destination and reusable rockets as a means. That narrative has had to give some ground. And Wall Street, which has been buying anything with the word AI for years, hears that and opens its wallet. The money trail. This year, SpaceX absorbed xAI, Musk’s AI startup and now also the parent company of X. Musk paid $44 billion for Twitter in 2022 and since then, X and xAI are projects that consume a lot of cash, especially the latter. SpaceX’s IPO, according to The New York Timesis proposed among other things to pay the debt that Twitter incurred when Musk bought it and to finance xAI’s data centers. In other words: the jewel in the crown finances loss-making companies. The big question. Can SpaceX trade at $1.5 trillion with markets shaken by war? The Nasdaq just suffered its worst week in almost a yearwith the war between the United States and Iran in the background and oil skyrocketing. Some bankers have pushed SpaceX to keep between 15,000 and 20,000 million in cash before exiting. For what may happen. The moment of debut can be decisive for the worse even if the fundamentals are great. What is certain is that if the operation goes ahead, Musk, who owns about 42-44% of SpaceX, will almost certainly cross the threshold of a trillion dollars of personal wealth. He would be the first billionaire in history. In Xataka | Seven of the ten largest fortunes in the world in 2026 are due to AI: this illustrative graph makes it very clear Featured image | SpaceX

With the arrival of good weather in Ukraine, Russia thought it was a good idea to bring out its hidden tanks. It wasn’t at all

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In 2022, many analysts assumed that tanks would remain the undisputed symbol of land power, but four years later the battlefield has evolved to the point where multi-ton vehicles can be neutralized for systems that fit in a backpack and cost thousands of times less. A return at the worst time. Winter is giving way to spring in Ukraine, and Russia has decided it was time to bring out its armored vehicles again after almost one year of limited useconvinced that she could regain initiative on the front. However, this movement has collided head-on with the current reality of the battlefield: an environment saturated with drones, remote mines and sensors where any concentration of vehicles becomes an almost immediate target. What on paper should have been an offensive reactivation has translated, in its first stages, in massive losses of material, with mechanized attacks that have ended in authentic “massacres” in a matter of minutes. From hiding to exposing yourself. For much of the last year, Russia had chosen to reduce the use of vehicles and advance with small groups of infantry to minimize their exposure. That tactic, although costly in lives, was more difficult to neutralize in a battlefield dominated by drones. But the enormous human wear and tear (with hundreds of thousands of casualties) has forced Moscow to rethink its approach. The return to mechanized attacks is not so much a choice as a necessity: replacing men with machines, even if that means assuming a new type of vulnerability. The Soviet heritage. It we have counted on other occasions. To sustain this change, Russia has begun to turn to its deeper reservesreactivating T-72 tanks from the 1970s and 1980s that remained in storage for years. This movement reveals an important turn in the contest, because it is no longer about deploying the best available, but rather to maintain volume at any price. The Russian military industry is still capable of regenerating units, but increasingly with older materialmore heterogeneous and less adapted to an environment where threats come from above and not from the front. A battlefield that does not forgive armor. The problem from the Moscow sidewalk is that the context has radically changed. Drones, capable of detecting, tracking and attacking vehicles with great precision, have turned mechanized advances into operations andxtremely risky. Added to this are remotely deployed mines and coordinated attacks that turn any movement in a trap. What was once the spearhead of offensives now behaves like a slow, visible and predictable target, especially when deployed in a group. Hit logistics to wear out. In addition, a parallel strategy is added to this direct pressure on the vehicles: the continuous attack to the rear. The Ukrainian coups against fuel tankslogistics nodes and supply centers seek to make any accumulation of armored vehicles on the front meaningless. And without fuel and maintenance, even a large number of vehicles lose operational value. Thus, the Russian problem is not only how many tanks you can deploy, but how long you can keep them functioning in real combat conditions. Accelerate burnout. In short, Russia appears to be trading a depleting resource (the labor) for another that is also beginning to become scarce: his armored legacy of the Cold War. In the short term it may be able to sustain the pressure on the front, but if current losses continue, the material cost can quickly grow to become unsustainable. In that scenario, the return of the tanks It does not seem to represent a return to conventional warfare, but rather a risky bet on a battlefield that has already evolved. faster than them. Image | Telegram In Xataka | Iran is winning the war with “Ukrainian mathematics”: there is no need to shoot down US fighters, it is enough to force them to take off In Xataka | Europe’s fear of an unprecedented situation in the Mediterranean: a Ukrainian drone has left a ticking bomb floating

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