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First he tied up Samsung, now SK Hynix. At the RAM crisis party, Nvidia has secured the cake

June 8, 2026 by usatoday24

In any group of friends, there is one person who always tries to get along with everyone. In the technology world, that person is Nvidia. The American giant that until not so long ago was the one who dominated the conversation in the field of video game hardware, now it is synonymous with artificial intelligence. Nvidia is shaping the sector with billion-dollar investmentsbut also with its hardware. The H200 and the Blackwell B200 are the most coveted chips in the sectorwhich leads to everyone wants that platform and, therefore, Nvidia is one of the whales that is drinking the global stock of RAM. For Vera Rubin, their new platform, they need much more memory and, after reaching an agreement to ensure the best available that Samsung makesthey have achieved another with the other leg of the global RAM market: SK Hynix. And this is about data centersbut also eye-catching RTX Spark chiprobotics, accelerating development times and how consumers have years left to continue suffering with the supply of chips. Nvidia, SK Hynix and the deal to manufacture everything Jensen Huang, CEO of Nvidia, is traveling through Seoul. This time his objective was not to visit the new Samsung facilities (relations with Samsung They are already more than consolidated), but to secure the other South Korean (and world) memory chip giant: SK Hynix. During their visit, the two CEOs staged a multi-year agreement by which Nvidia will have priority access to the most refined memory coming out of the SK Hynix foundry. Because Nvidia already warned in January that this year it would need all the silicon possible, and seeing the roadmap it is something that is perfectly understood. As we say, they are immersed in the Vera Rubin AI platform for the training and inference of artificial intelligence models; have just presented the RTX Spark chips in response to Apple Silicon and Qualcomm chips for computers Windows ARM and then there’s another leg that we don’t talk about as much, but that they are pushing hard and that also requires a lot of memory chips: the Jetson Thor robotics platform. In it releasethe two state that this is an agreement to speed up development times on this hardware for AI. This is something that requires long development cycles, but also a lot of money to sustain the global demand for memory due to data centers for AI. This deal goes there. “AI factories are the drivers of the next industrial revolution, and advanced memory is essential to their performance” – Jensen Huang Because it is not so much about ensuring high bandwidth memory (something that Nvidia already had to be the great whale of the sector), but to improve the infrastructure so that the new generations arrive at the pace that the development of AI requires. In fact, Chey Tae-won, CEO of SK Group, highlights the same thing: “together we are co-developing the next generation of memory for AI factories, applying AI to semiconductor design and manufacturing.” That is to say, It is not a simple question of supply (which also, since 60-70% of SK Hynix’s HBM4 memory goes to Nvidia’s Vera Rubin), but to apply AI tools (which Nvidia has) for the design and manufacturing of semiconductors with the aforementioned objective of shortening times. This objective is something that is being pursued worldwide, and the company itself SK Hynix together with Samsung collaborate in a megacenter in the United States to streamline all these processes. As a result of this agreement, it is very possible that SK Hynix get its goal of setting up a fully autonomous semiconductor factory by 2030 (something that, again, share with Samsung). Now, what about the goal of those we want a RAM stick or one Steam Deck that doesn’t hit price increases of 300 euros at once? Well, unfortunately, we are going to continue eating this situation of debauchery when it comes to building AI platforms and gigantic data centers. During his visit, Huang himself commented that he expects the global shortage to last for years because the entire supply chain of this new industry depends on these chips and that demand is very high. In their wordsit is something that “will persist for several years”. They are not new statements either, since Huang gave about seven or eight years to the unbridled investment. And more important than all this, Nvidia, right now, has the four chip giants eating from his hand. SK Hynix and Samsung with memory and their factories for new generation memory. TSMC has turned Nvidia into your client A. And ASML that is what manufactures machines to make advanced chips It is the one that supplies those tools to the three mentioned. In Xataka | China already has a GPU that competes with Nvidia’s RTX 3060. The bad thing is that it arrives five years late and worse

First it was a suspicious cake. Now China has discovered that thousands of restaurants on its delivery apps… do not exist

June 4, 2026 by usatoday24

One of the most famous stories of the internet era it happened in 2013when American journalists discovered that a supposed restaurant called “The Shed at Dulwich” became one of the best rated of London despite the fact that, for much of its existence, it did not even serve real food. The case demonstrated how a compelling digital presence can be more powerful than an authentic physical business. The cake that uncovered the cake. It all started with something seemingly trivial. A customer from Beijing ordered a birthday cake through a delivery application and received a decorated product with inedible flowers. The claim seemed like just another incident among millions of daily orders, but the subsequent investigation ended up uncovering one of the largest food fraud schemes in Chinese digital commerce. The business he had purchased from claimed to have nearly 380 stores spread across the country. Actually, I didn’t have not a single physical store. The licenses were fake and the company existed only within the applications. What started as an isolated complaint ended up opening the door to a national review that revealed a much deeper problem: “ghost kitchens,” thousands of restaurants that seemed real to consumers. They just didn’t exist.. Food delivery drivers start their workday for Kangaroo delivery service in Beijing The operation. Apparently, the BBC told this week that the so-called “ghost kitchens” were operating by taking advantage of the control gaps of the delivery platforms. These businesses advertised themselves as conventional restaurants, often using rented licenses, falsified documentation, or non-existent addresses. When a customer placed an order, the supposed restaurant I didn’t cook anything. In many cases the order was automatically transferred to intermediary platforms that organized auctions between different suppliers. The order ended up in the hands of whoever agreed to prepare it. for the lowest price possible. The consumer believed they were buying from a specific brand when, in reality, the food could come from any unknown kitchen, without knowing who made it or under what sanitary conditions. The figures of a monster. The national investigation carried out by the Chinese authorities revealed the magnitude of the phenomenon. Inspectors identified more of 67,000 ghost restaurants distributed among the main delivery applications in the country. In addition, they discovered a chain of illegal orders that only in the cake sector had been managed around of 3.6 million orders. The authorities they concluded that delivery platforms, middlemen and numerous sellers had built a parallel supply chain based on opacity and in mass subcontracting. What seemed like a set of isolated frauds turned out to be an industrialized system that operated on a large scale and moved millions of transactions. The price war behind the fraud. They remembered in Nikkei that the origin of the problem lies in the fierce competition in the home delivery sector in China. With almost 630 million users Using these services, platforms compete to attract customers through constant discounts, aggressive promotions and an ever-increasing range of establishments. In that context, the pressure to reduce costs It ended up generating a race to the bottom. An example cited by the investigations showed how a cake sold to the customer for $35 ended up being awarded to a supplier willing to manufacture it. for just 11 dollars. Between intermediaries, commissions and platforms, much of the money disappeared before reaching the chef who actually prepared the product. The consequence was a model that rewarded volume and price above quality, traceability and food safety. The platforms, in the garlic. The investigation was not limited to the sellers. The authorities they concluded that many platforms had deliberately relaxed their controls to accelerate their growth. According to regulators, companies they did not properly verify the licenses of the establishments and allowed the presence of unauthorized sellers because a broader offer helped to attract more users. Some employees they came to recognize that applying strict controls could cause merchants to migrate to rival applications. The result was a situation in which commercial incentives ended up trumping legal and health obligations. Historical fines. Beijing’s response has been one of the most forceful seen in years within the Chinese digital economy. The authorities imposed sanctions worth 3.6 billion yuanabout 500 million dollars, to large companies such as Taobao, JD.com, Meituan, Pinduoduo, Douyin and other platforms involved. Some businesses were temporarily suspended from recruiting new vendors and forced to eliminate detected ghost restaurants. Sector analysts have described the operation as one of the tougher regulatory sanctions imposed on internet companies since the entry into force of the current food legislation. The new digital surveillance. From now on, platforms must verify periodically that the licenses are valid, that the physical addresses exist and that the businesses actually correspond to the advertised establishments. Restaurants without in-person service will have to state it clearly to users. At the same time, some cities have begun to implement transparent kitchens equipped with cameras that allow you to follow the preparation of food live. They are also being deployed artificial intelligence systems capable of detecting fake photographs, supervising kitchens and analyzing possible irregularities. Even delivery drivers have been incorporated into the surveillance system through reward programs for those who report suspicious establishments. The end of uncontrolled expansion. Beyond food safety, the campaign reflects a broader shift in Chinese regulatory strategy. For years, platforms grew by prioritizing the number of users, sellers and orders. Now Beijing wants to replace this accelerated expansion with a model more controlled and predictable. The appearance of tens of thousands of non-existent restaurants showed the extent to which competition had distorted the market. What began with a simple cake purchased online ended up revealing an ecosystem where millions of consumers believed they were choosing between thousands of different restaurants when, in many cases, behind the screen there was no establishment, no dining room and, sometimes, not even a real company. Image | TurnOnTheNight, Tracy Hunter, SKWTAM8 In Xataka | Just Eat knows that we Spaniards are hooked on Delivery. This is how … Read more

Shahed drones were a piece of cake for Ukraine’s helicopters. Russia has just transformed them into its biggest nightmare

December 5, 2025 by usatoday24

In it huge catalog of innovations improvised measures brought by the war in ukrainefew are as revealing as the decision that Russia has taken to address one of the main vulnerabilities of its drones. In essence, they have turned the Shahed-136 (symbol of its saturation strategy through cheap and disposable platforms) in a rudimentary anti-aircraft fighter. The mutation. What was born as a suicide drone with autonomy to travel hundreds of kilometers following pre-programmed routes has been transformed, in some variants, into a system piloted in real timeequipped with cameras, modems and now with the R-60 missilea veteran infrared-guided missile from the 1970s that, despite its compact size, retains the lethality of a weapon capable of cutting a helicopter in two with its load of continuous rods. The broadcast images by Ukrainian organizations and electronic warfare experts confirm the presence of the R-60 mounted on the Shahed’s noseand the interception of one of them by a Ukrainian Sting drone illustrates that Russia is experimenting with the idea of transforming a disposable projectile in a reactive vectorcapable of confronting the devices that, until now, acted as unpunished hunters of these platforms. The new tactical ecosystem. The success of the Ukrainian helicopters in intercepting Shaheds (with devices sporting dozens of shoot-down marks and crews accredited with hundreds of downed drones) had turned these aircraft in key pieces of low-level air defense. The combination of moderate speed, predictable trajectory and total lack of situational awareness made the drone a almost static whitevulnerable to cannon blasts or volleys used at close range. But the introduction of the R-60 upsets that balance: although the platform remains clumsy, slow and limited in maneuver, the simple fact that some drones can carry missiles will force Ukrainian pilots to rethink their proximity to the target. Each interception stops being a procedure and becomes in an unknown about what version of the enemy they will encounter. Extra ball. Even if the actual kill capability of the armed Shahed is small (and the operational window for targeting with a short-range missile is narrow) the statistical nature of swarm warfare change the calculation: In thousands of launches, just getting into a good position will be enough to cause the loss of a valuable helicopter. Technical limitations. The R-60, known by NATO as Aphidwas designed for supersonic fighters, not slow drones intended as loitering munitions. Its integration into the Shahed poses obvious challenges: the operator must manually retarget the drone until it is pointed at the target, achieving an adequate angle to allow the infrared seeker to acquire the thermal signature and maintain alignment long enough to authorize the shot. He narrow field of vision of the missile, the Shahed’s low maneuverability and the possibility of helicopters using infrared flares reduce the chances of success. However, historical experience shows that even imperfect weaponry can achieve victories if the tactical environment favors it. Remains of an intercepted Shahed with the R-60 attached The precedent. If we go back we have the Predator armed american with Stingers in 2002 (failed but deterrent), which reveals that these configurations do not seek air superiority, but rather force the enemy to act with caution. Just as Ukrainian unmanned ships were armed with missiles To scare away the Russian helicopters that were harassing them, Russia adopts the same defensive-offensive logic: a single one of these armed drones, hidden among a swarm of externally identical devices, forces the adversary to increase distance, use more expensive means or modify its interception doctrine. Drones against drones. The Shahed armed with an R-60 is not, by itself, a transformative weapon. It is, however, as symptom of evolution continued unmanned combat. Russia has expanded the Shahed family into versions with real time controljet variants already produced in its own factories and possible improvements based on artificial intelligence for dynamic target identification. Ukraine, for its part, develops interceptors low-cost that allow us to shoot down Russian drones without risking manned aircraft or spending expensive missiles. Every innovation generates a countermeasure: if Ukraine popularizes cheap hunting drones, Russia studies equipping the Shaheds of tiny turrets or new sensors, and if these become reactive, Ukraine adapts its doctrines and strengthens its electronic warfare. The conflict has entered a phase where the value is not in the perfection of each platform, but in the ability to produceadapt and deploy thousands of them in an environment where the line between offensive and defensive becomes blurred. The most dangerous sky. It is the result of these advances. The introduction of Shahed-R-60 marks a turning point because it erodes one of the few stable advantages that Ukraine had maintained: the capacity of its helicopters to hunt drones with relative safety. Now each aircraft must consider the possibility, however remote, of facing a missile that was not foreseen in the original mission design. This not only complicates interceptions, but forces disperse risks and rethink routes, altitudes and speeds. The Ukrainian sky, already saturated with suicide drones, cruise missiles, loitering munitions and manned aircraft operating in densely contested airspace, add another variable to an operational equation in constant mutation. And it is likely that this is just the beginning: the integration of missiles is a first step towards drones that, in addition to attacking by saturation, can defend themselves or even escort other devices in combined waves. Image | Telegram, X In Xataka | There is tourism that flies en masse where tragedies have occurred. So the Low Costs are preparing to travel to Ukraine In Xataka | Ukraine’s problem with peace negotiations is simple: if it rejects them, Russia will get tougher in the next ones.

A soda giant assaults coffee by buying the owners of Marcilla and L’Or. Now they go for the Nestlé cake

August 30, 2025 by usatoday24

There are two worlds when we talk about coffee brands. On the one hand, the numerous toasters and small brands that focus on the Specialty coffee. On the other, a handful of conglomerates huge that copied the shelves of the supermarkets. Nestlé, Starbucks, Lavazza Or Jde Peet’s are some of those giants, but a brand of sodas arrives to take a good bite to the increasing, coffee cake worldwide. As? Buying to one of its main competitors: the holders of Marcilla or L’Or. KDP. They are the acronym of Keurig Dr Pepper, one of the world’s largest beverage companies. This is the result of the fusion in 2018 of Dr Pepper Snapple Group, holders of the 7up or Schweppes brand, among others, and of Keurig Green Mountaina powerful and historical coffee brand that revolutionized the monodosis system in the United States in the 90s both in offices and in homes. They are a giant with a assessment of about 43,000 million euros. The group manages more than 125 brands, but talking about coffee, in the United States they have Keurig coffee makers With own capsules, In the pure Nestlé style with the Nespresso. Well, that megagroup has just launched an operation of 15.7 billion euros to buy one of the largest coffee companies in Europe, the Dutch Jde Peet’s. Jde Peet’s. This is the matrix of emblematic brands such as Marcilla, Saimaza and L’Or in the Café World, but also of Senso or Hornimans, among others. Before the purchase, the company’s valuation was about 13,000 million euros and, Despite all the problems of the coffee sector these last months and price increases, They closed 2024 with a growth of 13.2%, exceeding the forecasts of the 1,250 million euros. Coffee Empire. Although in Europe they remained stable, performance in areas such as Latin America, Russia, the Middle East and Africa was what promoted the company during the last year, translating in an increase of 21%. And, precisely, that is what KDP seeks with the purchase of Jde Peet’s: entering a market that they have not exploited, but in which the brands of the Dutch are well established. To fulfill the strategy, KDP will create two entities when the purchase is closed: Beverage CO and Global Coffee Co. The latter seems like a rebranding of what so far was Jde Peet’s. Objective: Nestlé. This purchase occurs in a context of a Strong up coffee price increase In recent months thanks to a Perfect storm due to factors such as bad crops and shortage problems, as well as a World demand growth Coffee, especially in China. And the group they have in the sight is Nestlé. This giant has its top priority in coffee, Representing About 20,000 million euros in 2024 with brands such as Nescafé, Nespresso, Dolce Taste, Bonka and a strategic alliance with Starbucks to create home products (more capsules). As we read in Reutersanalysts already estimate that this new KDP entity will have a business size similar to Nestlé, both with a 20% share in the global market. Although the purchase is there and there is an agreement between both parties, such an operation should be reviewed carefully, but it is expected to be resolved in the first half of 2026. We will see what happens with its brands, but in a context in which coffee not only crosses problems due to climate change, but Also for tariffsthis fusion between the American and the European makes all the way. In Xataka | How much coffee a day is too coffee: science has investigated it and has its verdict

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