centers

This nuclear reactor is different from everyone else. It has been expressly designed for data centers

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The proliferation of large data centers for artificial intelligence (AI) raises a very serious energy problem. Both, in fact, that the US Department of Energy is considering the possibility that companies that have large data centers Dedicated to the training of AI models install in their vicinity A small nuclear power plant that is able to meet your energy needs. This strategy would also reinforce the US bet for energy sources that do not emit greenhouse gases. What is not clear is yet what investment the technology companies and what subsidies will contribute the government will assume. At the moment some of the great technology firms have already invested in nuclear energy, although not necessarily in fission. Microsoft, for example, It has an agreement with Helion Energy to obtain in the future energy from its reactors of nuclear fusion. An extra modular reactor adapted to the needs of data centers The image we have published on the cover of this article is a recreation made by the American company Aalo Atomics of its extra modular reactor Aal Pod. This machine has a lot in common with SMR reactors (Small Modular Reactro compact modular reactor) of which We have spoken to you in other articlesbut, according to its creators, they uncheck of the latter in something very important: its modularity is even greater. This peculiarity is precisely the According to them It makes it suitable for data centers. However, the reactor of Fourth Generation Nuclear Fission Aalo POD has another quality that, on paper, is very attractive: its enormous flexibility. And, again according to his designers, he can work in a completely independent way of the electricity grid, coupled to it, and even, hybrid. In this way, the owners of the data centers can use the strategy that better solves their needs by balancing the electricity produced by the reactor and the one that is capable of giving them the existing electrical infrastructure. Sounds good. Each Aalo POD incorporates five aal-1 micro-recruitors matched with a single electricity generating turbine The prototype that Aal Atomics has made known is capable of delivering 50 MWE (electric megawatts), but its modularity allows you to climb this machine to be able to deliver several hundred MWE, and even thousands of MWE. The image we have is a recreation, but it allows us to intuit what the architecture of this reactor is. Interestingly, it looks more like a linear particle accelerator than a conventional nuclear fission reactor. An interesting note: Each Aal POD incorporates five micro-recruitors Aal-1 paired with a single electricity generating turbine. However, this is not all. The heart of the Aalo Atomics strategy consists in developing a production technology that allows to manufacture the modules of each Aal Pod Industrial and chain. As if they were cars. Or reaction turbines for airplanes. According to this company, this approach will allow them to install their reactor with the data centers in less time, occupying less space and for less money than a conventional SMR reactor would cost. In addition, again according to Aalo Atomics, each micro -reactor can be resumed at any time without the need to stop others with which it is matched and refrigerated by sodium, so it is not necessary to have a water source close. The promises of this company on paper paint well. Now the important thing is to materialize everything you have announced in a final product that lives up to expectations. Data centers continue to proliferate. And they don’t rest. Image | Aalo Atomics More information | Aalo Atomics In Xataka | Nuclear fission has been waiting for a type of fuel to take off. And he already caresses it with the tip of the fingers

Large technological ones begin to turn with their investment in data centers

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Everything was frenzy in the data centers segment a few weeks ago. The Big Tech fought to see What is the one that was spent more money facing the theoretical (and inevitable?) AI revolution. Microsoft was one of the champions of this bet, but the panorama is changing, and there are those who talk about how the segment has been oversized. 2 GW less. As indicated In BloombergMicrosoft has abandoned its plans to create several new data centers in the US and Europe. The joint power of these projects would be 2 GW according to analysts of the TD Cowen firm, and the reason attributed to the decision is singular: now it turns out that there is an excessive supply of clusters dedicated to artificial intelligence. Or what is the same: there will be enough data centers dedicated to AI. There is already talk of a “bubble of data centers”. Joe Tsai, president of the Chinese group Alibaba, He warned these days precisely from the potential existence of a bubble of data centers for ia. To this millionaire fever for these ambitious projects begins to seem indiscriminate, and highlighted how in some cases there may be no clear clients to direct those resources. Plan to invest 52,000 million dollars in data centers, but within three years, therefore therefore of the 100,000 million dollars of Amazonthe 80,000 of Microsoft, the 75,000 Alphabet or the 65,000 finish In a single year. An exaggerated demand is being screened. This manager also spoke of the hypothetical investment of 500,000 million dollars of the Stargate project. “I think, in a way, people are investing anticipating the demand they are seeing today, but they are projecting a much greater demand (of which there may be).” China in fact accumulates unfortunate data centers. In Microsoft they relax their strategy. Redmond’s firm, said these analysts, has made this decision shortly after loosen ties with OpenAicompany in which it has invested around 13,000 million dollars. That will cause the company led by Sam Altman to go to cloud services of other partners. Google and Meta take the opportunity. The withdrawal of these projects assumes that Microsoft has annulled some of those contracts and postponed others. Interestingly Google and Meta seem to have taken advantage and have appropriated some of the projects that Microsoft has abandoned in Europe. The details of the projects from which the firm has been withdrawn are not known, and neither if that change of plans could affect projects already signed such as data centers They are already announced in Aragon. We already have enough. A Microsoft spokesman indicated in a statement to Bloomberg how the company has already made a significant investment. “While we may reduce or strategically adjust our infrastructure in some areas, we will continue to grow strongly in all regions,” he explained. “This allows us to invest and assign resources to growth areas for our future.” In recent times we are also seeing how climbing no longer compensates so much, and GPT-4.5 is a good demonstration of it. What about ambition. At the beginning of the year we knew that Microsoft expect to invest 80,000 million dollars throughout fiscal year 2025 in the construction of new data centers. These intentions are maintained according to their spokesman, but they hope that the growth rate should slow down the next fiscal year, and the efforts will focus on filling those server data centers and other equipment. In Xataka | The B300 GPU is the new Nvidia beast for Ia. And we already know what prepares for 2026 and 2027

China accumulates unfortunate data centers, and it is not the only

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When Chatgpt broke into the scene in November 2022unleashed one of the most intense technological careers in recent years. Companies and governments rushed to take positions so as not to stay out of the rise of the artificial intelligence. In the center of that reaction were the data centers: key infrastructure that make it possible to train language models that shape chatbots and other AI -based applications. American giants such as Microsoft, Google, Amazon and Meta They announced the expansion of their infrastructure beyond their borderswith millionaire projects that also arrived in Spain and They unleashed authentic fever for this type of facilities in the region. The AI ​​earthquake also shook China, where the central government declared its development as a national priority and promoted the creation of new infrastructure to sustain it. The data centers boom begins to stagger According to IDC analysis firm databetween 2022 and 2024, more than 200 projects linked to data centers focused on artificial intelligence were tendered, distributed in 28 provinces and 81 Chinese cities. The growth rate shot against previous years, with a wave of “intelligent computer science” initiatives that not only sought to strengthen the country’s digital infrastructure, but also promised to boost local economies. There were several well -known names in this part of the world: Alibaba, Bytedonce – the Tiktok matrix -, Tencent, Baidu or Deepseek, all betting hard for this land. The objective was clear: if artificial intelligence was going to mark the future, China could not afford to be left in front of the United States. In order not to lose positions in this race, the Asian giant needed to move fast, very fast. Although neither companies nor governments said it openly, each new project was announced with full awareness that technology was not yet mature enough, and the business model, either at all defined. The bet – as it usually occurs in this type of initiatives – was based on the expectation that, sooner or later, it will generate a relevant economic value, either directly or indirectly, for those who are promoting it. Despite the millionaire investments in new data centers, China’s enthusiasm for large -scale linguistic models is losing strength. As Mit Technology Review collectsmore than half of the recently built computer resources remain without using. To this situation are added factors such as the lack of technical and market experience of many of the actors who bet on this type of infrastructure for being a trend. The result: dozens of smaller data centers are looking for customers willing to pay for their use, but the truth is that, although China is a huge market, demand is not responding as expected. The large technological groups in the country are already dealing with their own infrastructure, and smaller companies, instead of training their own models in these centers, are opting for payment solutions for use. Finally, they point out that many of the data centers built in recent years were designed thinking about pre -entry workloads, that is, long and demanding processes that require huge volumes of data. However, the current demand focuses on inference: executing models already trained to offer real -time responses. And that is where many of these infrastructure are not prepared. A phenomenon that extends beyond China According to TD Cowen analysts cited by BloombergMicrosoft would have canceled new data centers projects In the United States and Europe. The company has not made official statements, so it is not yet clear what facilities would be affected. However, experts point to a concrete cause: the reduction of commitments with Openai, the startup of AI in which Microsoft has invested billions. For years, Openai depended exclusively on Microsoft’s cloud infrastructure. But that changed recently, when opening to other computer suppliers. In parallel, Microsoft maintains plans to invest 80,000 million dollars in data centers during its current fiscal year, which ends in June. Even so, analysts expect that investment rhythm will later decelerate an unexpected movement. Images | DC Studio | Scott Rodgerson In Xataka | Personalized GPTS are one of Openai’s great inventions. Now Google has just released yours in Gemini

Openai’s new voice models already speak as customer service agents. His next destination: the call centers

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Since the beginning of the year, the objective of great technological ones has been clear: that we talk to artificial intelligence (ia). Openai, Microsoft, Google and Meta have added voice functions to their assistants. But this seems to be just the beginning. The industry advances at a frantic pace and the way we interact with these tools continues to evolve. Tell the voice agents ‘hello’. Sam Altman’s company has been betting on text agents with tools such as Operator either Computer-Useing agents. However, Openai already has it ready if next great movement to continue highlighting in the race for the development of AI: to promote a new and powerful generation of voice agents. New models on stage. OpenAI has announced The launch of new audio models to turn voice into text and vice versa. They are not in chatgpt, but in the APIwhere developers can use them to create voice agents. The important thing? They aim to be much more precise and to bring customization to the next level. The new OpenAI models, built on GPT-4O and GPT-4O-minipromise to improve Whisper Already its previous text to voice tools, which will also remain active through the API. But it is not just a matter of performance: now they can also modulate their tone to sound, for example, “as an empathic customer service agent.” Destination: the call centers. Openai makes it clear where they point with this launch. He assures that “for the first time, developers can tell the model not only to say, but also how to say it, which allows more personalized experiences for use cases ranging from customer service to creative narrative.” According to Openai, this technology will allow creating much richer “conversational experiences.” If we take into account that Chatgptpowered by GPT-3.5arrived in November 2022, it is evident that the progress has been vertiginous. And everything indicates that these models will end up arriving at the call centers. We might think that at first the interactions will be somewhat limited, but well above the current voice systems. They will move away from traditional automated assistants and will be much more natural. Over time, the line between a conversation with a person and an AI could become almost imperceptible. Images | Charanjeet Dhiman | OpenAI In Xataka | We have tried Sesame’s conversational. It is the experience closest to a “human voice” that we have seen In Xataka | China has found an unusual strategy to avoid US mosquadillas with AI: bet on the Open Source

SoftBank will pay 6,500 million per ampere. A new war chapter for data centers has just been written

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At the beginning of last February the interest of the Japanese Softbank investment group was made public in The acquisition of the chips designer American ampere computing LLC. This last company is specialized in the development of Processors for serverswhich already put at that time on the table SoftBank’s intention to expand your business in large data centers. It made sense in a context in which the rise of the artificial intelligence (AI) is promoting that these facilities multiply at full speed. Just a month and a half later that strategic movement has established itself. According to your own AmpereSoftBank has just closed your purchase. He will pay 6,500 million dollars for this company and will have one more letter in the presumably prosperous business of the data centers. This investment group is The Arm owner since 2016; At the beginning of last October Invested 500 million dollars in Openai; And, in addition, it is one of the companies that lead The Stargate program with which the US seeks to sustain its dominance of AI. The war for data centers for AI is already underway The large technology companies that are involved in the deployment of AI are facing multimillion -dollar investments to develop their data centers infrastructure. Microsoft has confirmed that 80,000 million dollars will be spent during the fiscal year of 2025. and Google, 75,000 million. On the other hand, the Stargate program budget that I have mentioned a few lines above rises to no less than 500,000 million dollars. This is the cake from which SoftBank is being able to seize. At least a good portion. Ampereone chips will reach 256 nuclei for 2025 and presumably have a very competitive energy efficiency However, to achieve it the companies that control, or control in the short term, such as ampere, whose processors are implemented on ARM technology, will have to Compete with Nvidia, Intel, AMD, Google or Amazon. In any case, the ampereone chips, which are being manufactured by TSMC in their 3 nm node, will reach 256 cores For 2025 and will presumably have a very competitive energy efficiency. These are his great buzas against the proposals of the competition. The current situation is triggering something that is worth not overlooking. As Dan O’Brien has observedthe president of the American Futurum consultant, technology companies are forging strategic alliances with the purpose of molding the industry to their measure and maximizing the economic performance of their investments. As we have seen, SoftBank is the owner of ARM. On the other hand, Oracle has a very significant participation in Ampere, which will soon belong to SoftBank, and which is ARM client. In addition, all the companies in which we have just repaired, SoftBank, ARM, Oracle and OpenAi, participate in the deployment of the infrastructure required by the Stargate program. In any case, This network of dependencies does not end here. As we have seen, SoftBank is an important OpenAI investor, and this last company is Oracle’s partner and is trying to develop His own chips for ia. Finally, to curl the curl further, rumors that defend that Oracle is interested in buying Tiktok, a company that belongs to the Chinese company bytedance persists. SoftBank also has an important participation in the latter. As O’Brien argues In his tweet “everything is connected (…) It is fascinating to see how the technology titans shape the industry.” Image | Ampere computing LLC More information | Ampere computing LLC In Xataka | The B300 GPU is the new Nvidia beast for Ia. And we already know what prepares for 2026 and 2027

So far Arm only designed chips. Now you will manufacture one for data centers, and goal will be your first big client

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There is a lot of money invested in data centers. Maybe too much. And that is a juicy cake in which many companies want to enter. One of them is ARM, which throughout its history He had limited himself to designing chips that others then licensed and manufactured. Now they will go further, and AI is the main reason. THE FIRST CHIP ARM. As revealed In Financial TimesARM will reveal his first chip this summer. Until now, Arm had remained outside a career in which Intel, AMD, Nvidia, Qualcomm or Apple have been the protagonists, but now they want to enter that fight. Data centers in the spotlight. SoftBank, which has a majority participation in ARM, has ambitious plans in the data centers segment. It has allied with Openai and other companies for the colossal Stargate projectwhich will make them theoretically invest 500,000 million dollars in data centers in the US. And the company wants ARM to be part of that project with own chips that govern the servers of those data centers. Goal as a great first client. This chip is expected to be a CPU for servers and that it is created so that it can then be customized by companies as a goal. In FT they indicate that in fact the company of Mark Zuckerberg is already the first big client of ARM in this initiative. TSMC could be in charge of the production of chips, according to sources close to the plans. Acquisition of ampere in sight. We speak these days of the alleged advanced negotiations that They could end SoftBank buying ampere. The firm specializes precisely in the use of ARM architecture in multinuk chips Oriented to data centers. Threat to Intel and AMD. These two companies (especially Intel) and architecture X86 have always dominated the segment of servers and data centers. However, chips with ARM architecture have begun to be an interesting option, and the alleged appearance of these Arm’s own chips could further boost their market share. And Varapalo for Qualcomm. Qualcomm socate are references in our mobiles, but the company also takes time Working in chips for servers. In the last months Qualcomm and Ar had maintained a litigation that finally closed a few days agoand it is about to see what is the impact of this ARM project on the Qualcomm roadmap, which apparently He was also in negotiations with goal to provide chips for their data centers. Image | ARM In Xataka | West tries to block China in technology while giving him his greatest opportunity in decades

The most valuable company in the world has no interest in investing in data centers fever

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Big tech are investing Absolute fortunes in data centers. Almost all seem to be prepared to meet the colossal demand for computing capacity for AI tasks. And yet, there is a curious and surprising exception. Money, money and more money. In recent days, several large technology have announced their investment plans by 2025. In all cases astronomical budgets for the construction of data centers for AI: Microsoft were announced: Microsoft He spoke of 80,000 million dollars, Google of 75,000Goal of 65,000 And at the end of the week Amazon exceeded all those figures and promised to invest 100,000 million dollars In this area. To get a slight idea of ​​what that figure supposes, a comparison: GDP Bulgaria was of 102,407 million dollars in 2023 (that of Spain, 1.62 billion). Apple. However, in Apple things are very different, and their capex planned for 2025 will remain almost flat compared to 2024 and will be 12,000 million dollars. It is a remarkable figure, of course, but is far from its competitors in the field of AI. And it is the one that has the most money. It is also interesting to compare the investment that these companies will make regarding their Market capitalization. Amazon is the strongest bet here: its capex is 4.12% its current market capitalization, followed by Meta and Google. Microsoft is somewhat more cautious (2.63%), but it surprises again that Apple, which is the world’s first company for market capitalization, has a capex of only 0.35% of all its value. Wall Street rules. The decisions of these companies seem to be very influenced by the behavior of stock markets. The presentation of financial results and short -term forecasts has caused a kind of contagious effect: if we do not invest a money in data centers, shareholders are going to punish us a lot, they seem to have said the Big Tech with those colossal figures. The great beneficiary is Nvidia. Meanwhile, it is likely that the great beneficiary of these colossal investments is Nvidia, which will be the one that will receive a good part of that money if everything follows the current trend. There will undoubtedly other beneficiaries in this area, but the Capex de Nvidia is comparatively ridiculous, both with respect to these companies and Regarding its current market capitalization (3.18 billion dollars). It is estimated that in fiscal year 2025 it will be about 3,000 million dollars, a quarter of the Apple, for example. In 2024 his capex It was barely 1,000 million dollars. Apple goes to another rhythm with AI. The firm of Cupertino seems clearly to have a very different strategy than that of its rivals in this segment. He has barely offered news since he presented Apple Intelligencewhose options are limited and whose deployment is being slow. The feeling, even internally, is that In Apple they are clear followers And that at the moment will not change. Image | Ekapol With Midjourney In Xataka | Is Tim Cook the Apple Ballmer and Nadella is the Microsoft Jobs?

The next the gold era are the data centers and Softbank has seen it perfectly

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In 2025 the technology giants will dedicate a lot, a lot of money to data centers. Microsoft speaks of 80,000 million dollars of investment and google of 75,000 million. Not to mention Stargate projectwho plans to go further and Invest 500,000 million dollars With softbank and openai as protagonists. And precisely SoftBank seems to be preparing an important movement to take advantage of this true gold fever. Ampere in the spotlight. As indicated in Bloomberg, SoftBank is in advanced negotiations for the acquisition of ampere. The firm designs and manufactures processors for servers in data centers, and does so using ARM technology. 6,500 million valuation. Ampere is participated in 29% by Oracle, and the current estimate of its value is around 6,500 million dollars. In 2021 SoftBank already negotiated a possible investment that placed the ampere value at 8,000 million dollars, but since then the competition and evolution of the semiconductor market has made this assessment change. ARM would have a great ally. Wednesday ARM presented Your fiscal results. Although income grew 19%, he warned that he would not be able to reach the maximum income for the income of 2025 he had previously advanced. That caused a fall of 6% of its actions. The company, which is the pillar of the mobile segment, has long tried to make the leap to the market and AI market, and ampere would be an interesting ally in that area. Promising chips. Ampere presented its ampereone processors last year, which is expected this year they reach Have a version of 256 cores. This chip, manufactured with 3 Nm photolithography, will have an important competitive advantage: efficiency, something crucial for data centers. Attracting data centers. Precisely having more efficient chips and that consume less energy is increasingly important for data centers, than They threaten with “swallow” up to 1,000 power in 2026. Truce between ARM and Qualcomm? There is one more interesting factor. Qualcomm is current ampere ally since both are developing an inference chip of the set. The funny thing here is that ARM was involved in a legal process with Qualcomm. However Cristiano Amon, CEO of Qualcomm, He indicated Wednesday At the Conference for Investors, he stressed that ARM had withdrawn the demand for violation of the license agreement. That announcement seems to be able to be related to the negotiations between SoftBank and Ampere: if Arm “has made peace” with Qualcomm, a possible ampere-anm-qualcomm triplet raises important advantages in order to compete in a market as complex as this. Image | Miki Yoshihito | In Xataka | Qualcomm dodges a lethal bullet and is winning his judgment against ARM: that is crucial for the future of his PC chips

Online trade was supposed to end the shopping centers. Reality has been just the opposite

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The combination of online trade boom and the Platforms of Ecommerceadded to The misgivings that came from the US and THE MAZAZO The pandemic made the shopping centers face a particular (and threatening) ‘storm’. There was even talk of “Apocalypse of retail“. That is left behind. Or at least this is suggested by the figures that handle the commercial areas of Spain. In addition to grow in sales and activitythey have become an appetizing candy in the eyes of investors, one that moves hundreds of millions of euros in transactions. And there is a round data that demonstrates it: 1,000 million. Complicated years. Pandemia hit enough sectors and business models. And shopping centers They were no exception. Between health restrictions and changes in consumption habits, during the worst years of COVID-19 its managers suffered a Influence collapse of customers and a collapse in Sales. As in other industries, although in the case of large surfaces that scenario was added to another more structural cariz threat: the competition of the Ecommerce and platforms such as Aliexpress. Was who wondered If the shopping centers would have a future in a world in which trade and entertainment changed driven by Amazon or Netflix. In the US they even coined the term “Apocalypse of retail“. From there a fear expanded that He arrived in Europe (and Spain) despite some experts They warned Already at that time that the sector was different here from the American, with an average density of commercial areas lower than that of the US market. From ugly duckling to swan. That scenario seems to be behind. The salmon press carry months suggesting itbut the most forceful test left it a few days ago A chronicle of Five days in which a significant fact is provided: 2025 has started with five operations of sale of shopping centers from Spain to the point of caramel and adding, together, around one billion euros. The data is interesting for its volume. But also because it shows that, despite the catastrophic scenario that was painted years ago, when there was talk of the “apocalypse of the retail“And the threat of electronic commerce, shopping centers continue to interest investors. As suggests The chronicle of Five days, The data suggests that the old “real estate duckling” will become swan. What operations are? These five operations on track and in which relevant news is expected during the first half of the year are starred in centers distributed by the country. The Economic newspaper speaks of Mediterranean space (Cartagena), Corridor Park (Torrejón de Ardoz), the 50% of the capital from Madrid Xanadú (Aroyomolinos), Bonaire (Aldaya) and Alcalá Magna (Alcalá de Henares). Each case has its peculiar, route and actors, but share a common denominator that says a lot from the sector: they all point to draft operations, for high amounts, nine digits. Its sum would in fact around the one billion. And the most curious thing is that the figure does not seem to respond to a specific interest in shopping centers. The AECC data They show that in 2024 there was already progress in relevant transfer and investments for more than 900 million. The key: profitability. It is not surprising that 2025 start with such a scenario. The operations of the shopping centers are moving investmentthe sector It has managed to grow both in billing and in traffic throughout the last year and appraisals – after the scenario that was lived in 2022 and 2023 – are attractive enough to awaken the appetite of investors. The economic return they aspire is also tempting. Five days Precisethat transactions are closing to a profitability between 7 and 8%, which exceeds other assets, such as offices Prime or the house for rent. “The commercial centers market is at an optimal time. Investors are aware that assets offer a ratio between very attractive risk and profitability and we are facing a window of limited opportunity to benefit from these conditions,” He pointed in 2024 Augusto Lobo, Capital Director Markets Retail de Jll Spain. “Again at the radar”. In July the financial firm BNP Paribas Real Estate launched A similar message When talking about Spain. “The shopping centers are again in the radar of investors,” he summed up in Your balance July after remembering that during “a long period” the activity in the sector retail He had focused on other types of premises, such as commercial miles (High Street) or food. The keys to change: good sales and influx figures and “profitability that begin to be attractive.” Throughout the last months they have been published Several balances that They reflectIn fact, shopping centers have thrown out of the sector retailagglutinating a good part of your investment. “In the years before the pandemic it seemed that the segment of physical stores was falling and that the Ecommerce I was going to monopolize the sector as a whole. However, it has been shown that the sector retailIt is very resilient and still has a lot to offer “, Cristina Macarrón commentsfrom Castilana Properties, to Five days. In 2025, with good mouth taste. The shopping centers have started 2025 with a good foot for another reason, beyond the millionaire transactions in the trees: despite the most pessimistic predictions of the “apocalypse of the retail“, In Spain, large surfaces are gaining traffic and billing, a trend that probably also influences investors’ prospects. The last Cushman & Wakefield data They show that sales on these surfaces grew 3.5% in 2024, an increase very similar to that registered in the influx of customers, which was 3.4%. Another positive percentage for the sector is the occupation of commercial spaces, which has reached 95.4% of the GLA, the gross alleged surface. They are good data, especially if one takes into account that in 2023 the sector (commercial centers and parks) had already raised its sales by 9.6% year -on -year, with 52,051 million eurosachieving its historical maximum. Images | Intu xanadú and Welovebarcelona.de (Unsplash) In Xataka | A 109 -meter … Read more

Spain was going to invest a fortune in data centers. And then Deepseek arrived

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Data centers They looked like the new gold fever in Spain. Recent data revealed how investments of Various Big Tech They promised to significant this market. Artificial intelligence promoted all those efforts, but these days some companies are rethinking what to do. The reason is, of course, Deepseek. Deepseek. The arrival of the models Deepseek v3 in November and Deepseek-R1 Just a few days ago it has made all these investments now questioned for a single reason. It may not be necessary to spend so much money. Chinese models of this startup seem to show that the same can be achieved (or more) With much less. “Unrealistic”. As revealed expandingSpain could attract more than 43.7 billion investment until 2030. However, sources in the sector have indicated in that economic newspaper that some millmillonarium projects to build large data centers in Spain were “unrealistic” and there is talk of figures that were not even guaranteed by the funds. Market adjustment. The Search for efficiency You can make these analyzes a certain adjustment in the market. Both investment funds and risk capital companies can now show more prudence when investing. Spaindc provided for the arrival of 58,000 million euros to the data centers sector until 2030. But there will be (a lot of investment). Although it seems clear that there will be a review of the budgets in various projects, as long as the need for the creation of data centers will continue to exist. The demand, due to the rise of AI and cloud services, will be remarkable. Great plans. In our country ACS has for example plans to invest globally 60,000 million euros (12,000 million in Spain). Merlin, another of the leading companies in this sector, announced the promotion of two megacampus in Extremadura with 1 GW capacity in each. Repsol, also cited expanding, It has plans to invest 4,000 million in Spain in this area. Long -term optimism, but short caution. The movements that have occurred these days after the impact caused by Depseek seems to have made many companies be recalibrating their short, medium and long term plans. However, it is impossible to know what the impact of medium -term Deepseek will be. Some experts pointed out In the Independent How they were not entirely convinced of the real efficiency of Deepseek, but they admit that that will certainly force a potential rethinking of the data centers. Image | Amazon In Xataka | We have calculated how much money the Big Tech are being spent on data centers. The numbers are dizzy

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