companies

gain ground among American companies

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Not so long ago, the idea of ​​an American company directly paying a Chinese company like DeepSeek to use artificial intelligence would have sounded, at the very least, unlikely. Not because there was a lack of alternative models, but because the enterprise AI board seemed dominated by the big names of Silicon Valley and by a growing concern around data, security and technological dependency. But the expense is starting to weigh. And when a technology becomes expensive to maintain at scale, some companies begin to look beyond the usual vendors. The data. The specific sign appears in Ramp’s monthly lista New York-based company that processes business expenses and sorts the software providers its customers purchase for the first time. In June 2026, DeepSeek ranked first in that ranking. The data was also collected by SCMPwhich introduced it as part of a move by some US companies toward more affordable AI options over alternatives like OpenAI and Anthropic. What Ramp measures. The nuance is important, because this ranking does not say that DeepSeek has surpassed OpenAI or Anthropic in total enterprise use. As we say, Ramp classifies the suppliers that its clients buy for the first time, which serves to detect early signs of interest, but not to automatically convert them into consolidated market share. In other words, DeepSeek appears as a trending provider within that spending universe, not as the new leader of enterprise AI in the United States. It’s not just open source. Ramp’s precision is relevant because it separates two very different scenarios: using an open source model within the infrastructure itself or contracting DeepSeek directly as a provider. In this case, Kharazian assures that the spending data points to the latter and summarizes it like this: “Companies are sending and receiving data directly through DeepSeek.” That nuance explains why the movement attracts so much attention. We are not just talking about companies testing Chinese technology in isolation, but about direct payments and use of the service. The underlying explanation is in the cost. Kharazian notes that companies are adopting more disciplined management of AI spending and that he expected more interest in open models or cheaper options from OpenAI, Anthropic and Google. What he did not expect, he explains, was that American companies would end up using DeepSeek. Therefore, the Chinese service remains part of a business conversation marked by invoices that are increasingly difficult to ignore. Proportion matters. DeepSeek now appears high on the monthly list of trending providers, but its previous figures within the Ramp AI Index show that we are still talking about a small phenomenon. According to Kharazian, the Chinese company went from 0.3% enterprise adoption in January 2025 to 0.1% shortly after, and in April 2026 it was still around that level. In that same index, Anthropic and OpenAI concentrated 34.4% and 32.3%, respectively. The reasonable reading, therefore, is not that DeepSeek has caught up with the leaders, but that it has re-entered the radar of some American companies. The complete photograph. According to the firm, companies are not only looking towards Chinese models, but also towards open models and model inference and deployment platforms such as Fireworks AI, fal AI and DeepInfra. In any case, the message for Silicon Valley is clear: some American companies are willing to look at alternatives that recently seemed much more difficult to imagine. Images | Xataka with Nano Banana In Xataka | France has been determined to rob Spain of its position as a data center power in Europe

Computer companies didn’t make money on computers. What they are doing is making money thanks to AI servers

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On Friday, May 29, Dell shares they grew 39% suddenly. Since becoming a publicly traded company seven years ago, Dell has never had a rise like that. At first glance, this growth would seem strange, but the company has discovered that with stagnant PCs, the focus had to change. Nothing has gone wrong with that turn of the helm, but other traditional PC manufacturers have also taken advantage of the opportunity. The PC is dead, long live the server. In recent years the PC segment has been struggling with low margins and sales that have slowly been slowing down. Manufacturers were totally tied to that situation, but some have taken advantage of the opportunity that AI offered them. Dell and Lenovo rub their hands. Dell published its financial results and they were spectacular: 88% year-on-year growth thanks to the fact that its revenue in the server segment has risen 757%. Not only that, its guidance for this year has improved as well, further boosting confidence in the company’s near-term future. Lenovo also had a fantastic quarter: May was its best month on the stock market since 1999, doubling the value of your shares thanks again to that fever for hardware dedicated to AI. AI as a shield against inflation. The entire sector is experiencing a paradoxical situation: the cost of components such as DRAM memories or SSD units is absolutely shotbut companies are earning more than ever. Dell has tripled its net profit to $3.44 billion, allowing it to offset those costs through almost daily price increases. Lenovo has managed to maintain its margins because once again the market is willing to pay whatever it takes for servers and AI infrastructure. Beyond hyperscalers. One might think that to have resources in the age of AI it would be necessary to turn to hyperscalers (Amazon, Microsoft, Google), but Dell and Lenovo have shown that their experience in servers has managed to offer an alternative for all types of clients. Jeff Clarke, chief operating officer at Dell, explained that the need for AI hardware is so enormous that this segment continues to break sales records. The PC is no longer the protagonist. Although Dell’s Client Solutions division—which includes its revenue from PC and laptop sales—grew a more than decent 17%, that figure pales in comparison to the 181% growth of its infrastructure division. Lenovo follows a similar line: its shares rose 22% last Friday after confirming that its AI revenues manage to offset the weakness of the traditional PC business. The focus changes. Something similar happens with HPE, the company that spun off from HP to focus on the business segment. Its server business hasn’t grown as much, but they already have contracted orders worth $5 billion and that guarantees a promising second quarter. Other consumer products makers are also migrating to AI infrastructure: Foxconn has absolute trust in which the demand for these components will continue to be exceptional in the coming months, and the same happens with Quanta Computer, which continues to see how its servers do not stop growing in importance in revenue for the company: They were already 80% of the total in the first quarter of 2026. Image | Dell In Xataka | For some people there is something much better than having a PC at home: having a server rack

six companies, hundreds of millions of dollars and 25 missions to conquer the South Pole

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NASA has already launched phase 1 of construction of your moon base. They have not yet taken a new batch of humans to the Moon, but it is important to prepare the ground, which is why this Tuesday they announced the first steps they are taking to do so. And, as it could not be otherwise, it all starts with million-dollar hires. 6 companies in total. At the moment, NASA has invested hundreds of millions of dollars in hiring six companies that will be in charge of developing the technologies necessary to launch the first phase of the lunar base. The companies in question are Blue Origin, Astrobotic, Intuitive Machines, Astrolab, Lunar Outpost and Firefly Aerospace. In general, in this first phase of construction of the lunar base it is expected to explore the south polar region, test various technologies and prepare surface operations. All of this will be carried out through 25 missions that will include 21 moon landings. Moon Base 1. To begin with, the first three missions are expected to launch this year. The first, Moon Base 1, will be carried out by Blue Origin. Jeff Bezos’ company will take its lander to the Moon Blue Moon Mark 1the “brother” of the Blue Moon Mark 2 that is preparing to become the human landing system for the Artemis missions. As payload will include the Stereoscopic Cameras for Lunar Plume-Surface Studies to study how thrusters interact with the lunar surface, and the Laser Retroreflective Array, which helps spacecraft in orbit determine a more precise location using reflected laser light. The mission will take place in autumn 2026 if all goes well. Since it will be the first to land in the Shackleton crater, where the base is to be built, it will also be in charge of checking the viability of lunar landings near the lunar base. Moon Base 2. The second mission, which will also travel to the Moon at the end of 2026, will be carried out by Astrobotic. It will send its Griffin lander to the Moon, loaded with 500 kg of instrumentation, including a rover to study the surface on which the base will be built and mature the mobility systems for future manned vehicles. Moon Base 3. The third mission to be sent in 2026 has been granted to Intuitive Machines. This company will take its Nova-C Trinity lunar module there, which will be in charge of studying lunar eddies and the behavior of materials under extreme conditions. Furthermore, this mission will not be 100% private, as it will include payloads from the European Space Agency and the Korean Institute of Astronomy and Space Sciences. Some of the models that NASA showed during the press conference Boogies to move around the Moon. So that future astronauts who travel to the lunar base can move around it, they want to take two manned lunar vehicles there. Said so that we can all understand each other, two boogie-type strollers, designed to move around the lunar surface, both with and without a crew. Its development has been entrusted to the companies Astrolab and Lunar Outpost, also as part of this first phase. Delimitation drones. The company Firefly Aerospace has been entrusted with taking the 4 Moonfall drones to the Moon, whose main mission will be to inspect the area in search of the best landing places for the astronauts. Although they will also have a much more peculiar mission. As explained At NASA’s press conference, its executive director of the lunar base program, Carlos García-Galan, these drones will also be stationed in the corners to delimit the perimeter of the lunar base. Next phases. This first phase will last until 2029. Then the next phase will begin, which will end in 2032. In this, the permanent infrastructure of the lunar base will begin to be built, including electrical installation. From then on, it will only be necessary to refine more and more details and little by little receive the astronauts of the Artemis missions of the future. Without a doubt, this is the beginning of a new era of space exploration. Image | POT In Xataka | We knew there was water on the Moon, but not why some craters were empty. Finally we have the answer

To no one’s surprise, companies that lay off employees for AI are not seeing the benefits they expected.

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We have been hearing for years that artificial intelligence was going to transform the labor market as we know it. Apparently, companies that bet heavily on automation would gain productivity, save costs and leave the competition behind. And yes, many technology companies they have taken that path: dismiss employees to finance your leap into AI. A new report from the consulting firm Gartner has just poured cold water on that strategy. The research, based on surveys of managers of large organizations with income exceeding $1 billion annually, reveals that staff cuts They are not producing the economic benefits that many expected. The most striking thing is that the figures are practically the same among the companies that They fire and those who don’t. Gartner numbers. The consulting firm found that around 80% of large companies that are implementing autonomous AI technologies have reduced their workforce to a greater or lesser extent. As and as highlighted Fortunethese personnel cuts in some cases affected up to 20% of employees. However, when analysts looked at who was obtaining better economic results, the data indicated that there was no appreciable difference in the return on investment of those companies that had laid off a good part of their workers and those that had kept them on staff. As Helen Poitevin, distinguished vice president and analyst at Gartner, noted, “There is no connection or correlation between those achieving ROI and layoffs.” The substitution fallacy. According to the authors of the report, the logic that has dictated the strategy of many technology companies is that, if AI can do the work that was previously done by a human, dispensing with that human will reduce costs, and that savings automatically becomes profit. The problem is that this equation is not being fulfilled. Gartner notes that companies that opted for workforce cuts to use AI ended up at the same point as those that did not. Poitevin warned that this approach could be “very damaging in a broader sense,” noting that some organizations that cut staff were forced to rehire employees shortly after. Amplify people, not replace them. Gartner data revealed that the companies that are achieving the best results are those that They don’t use AI to replace peoplebut rather they incorporate AI into production processes so that their employees perform more. In fact, one of the risks posed by the strategy of replacing personnel with AI is that the company stops investing in the medium term in improving its operations and loses productive capacity. The report notes that companies that use AI as a co-pilot for their workers tend to invest in training programs, create new roles to oversee the implementation of AI and redesign workflows, making their employees increasingly autonomous and productive. The future of work: transformation, not apocalypse. Gartner projects that by 2029 the number of jobs created thanks to AI will exceed those lost, thus coinciding with other previous analyzes such as that of the World Economic Fundwhich point towards a shift in labor profiles, not towards a balance of net job destruction. Between 2023 and 2029, approximately 6 million jobs will be automated worldwide, a small proportion of the nearly 2 billion jobs available globally. Still, the impact of AI is real. Gartner estimates that about 32 million workers a year will see their jobs automated. The author of the report assured that AI “is not causing a workplace apocalypse, but it is unleashing chaos and changing the way people work.” In Xataka |“They blame AI for layoffs they would do anyway”: Sam Altman confirms that AI has been used as an excuse to lay off Image | Unsplash (Raj Rana)

It already has permission to sell its H200 GPU to 10 Chinese companies

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Alibaba, Tencent, ByteDance and JD.com are four of the ten Chinese companies that already have access to the GPU for artificial intelligence (AI) NVIDIA H200. According to Reutersthe US Department of Commerce, which is the institution that grants or denies export licenses, has authorized at least ten Chinese companies and several distributors, including Lenovo and Foxconn, to acquire Nvidia’s second most powerful AI chip. This news comes almost two months after the US Government confirmed which was going to allow the company led by Jensen Huang to deliver its H200 chip to its Chinese customers. Nvidia announced in mid-March during its annual developer conference that the US and Chinese Administrations had unlocked the sale of this GPU in the nation led by Xi Jinping. However, so far not a single delivery has been made. In practice, the blockade continues despite the March announcement. In all likelihood this is why Jensen Huang has joined the White House delegation participating in a summit with Chinese President Xi Jinping this week. Nvidia is caught between the opposing interests of the US and China, and Huang is going to try to recover a market, the Chinese one, valued at 50 billion dollars in 2026 and which has come to represent 13% of its income. Now the problem is the Chinese Government Earlier this May, Jensen Huang confirmed that he is currently Its market share in China is 0%. Nvidia has not sold its AI chips in this country for several months because US regulations require Chinese buyers to demonstrate that they have implemented sufficient security procedures and that they will not use the GPUs for military purposes. In addition, Nvidia must also certify that it has sufficient inventory in the US. And all this bureaucracy is not being resolved quickly at all. Currently the greatest reluctance to sell Nvidia chips in China comes from Beijing However, currently the greatest reluctance to sell Nvidia chips in China comes from Beijing. The Chinese Government wants to promote developing your own GPUs for AI at any price, which in October 2024 led him to send a recommendation to Chinese AI companies in which he asked them to use chips produced in China as much as possible. Ten months later this recommendation became a requirement. And the Chinese Government is already forcing state-owned data centers throughout the country to use at least 50% Chinese integrated circuits in their servers. The Administration led by Xi Jinping has made this decision because it can afford it. And it is that It already has three very clear alternatives to Nvidia: Cambricon Technologies, Huawei and Moore Threads. On the other hand, in the US there is also a pressure group that opposes the sale of advanced US AI chips in China. Chris McGuire, senior fellow on China and emerging technologies at the Council on Foreign Relations, holds that “any deal that allows Nvidia to sell more chips to China means fewer Nvidia chips for US companies and a minor US advantage over China in AI“. Besides, McGuire argues that “it is surprising that President Trump continues to allow himself to be convinced to put Nvidia’s interests before those of America.” Image | Nvidia More information | Reuters In Xataka | The US remains committed to stopping China. Now it has targeted the second largest Chinese chip manufacturer

Two companies have teamed up to put their own space garbage truck into orbit

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As the space race advancesso does the generation of debris, which includes everything from fragments of parts to discarded phases of rockets or complete ships that lost their orbit. This space debris accumulates, generating more and more risks. It is clear that it must be managed in some way, but all the hypotheses proposed have been left in the air. Now, however, two private companies have proposed the development of a kind of space garbage truck, which can lead the process to become operational and repeatable. Just like that truck that passes by your window every morning, they also hope to achieve frequency and efficiency with their waste removal service. The truck and the garbage can. The two companies that have proposed this service are the American Portal Space System and the Australian Paladin Space. The first has developed Starbust, a maneuverable and resupply ship that works like a garbage truck. The operator or garbage dump would be Paladin’s contribution, a payload called Triton. This is responsible for both obtaining images of space debris and classifying and collecting the debris. While the experimental proposals that have been made so far would collect one or very few objects, this combo would collect many more in a single mission. A regular service. Both companies have assured that they are working at a good pace, so they hope to make a first launch at the end of 2026. If all goes well, they would begin doing more regular missions from 2027. It would be a repeatable and well-organized service, which would try to keep at bay the space debris debris that, logically, will continue to be generated. More and more space junk. It is currently estimated that there are more than 130 million pieces of space debris in low Earth orbit. It is a figure that may possibly increase, due to something known as Kessler syndrome. The term refers to a kind of domino effect whereby, if a piece of space debris hits a satellite, for example, even more debris will be generated, which will continue to collide with each other, increasing in number more and more rapidly. The risks. Space debris is dangerous for many reasons, all of them largely related to impacts. To begin with, they can affect artificial objects that are also in orbit, such as satellites. Furthermore, if the impact occurs on manned facilities, such as the International Space Station, or spacecraft, the lives of the astronauts would be put at risk. And we cannot leave aside the risk posed by space debris when it deorbits and returns to Earth. Normally, most of the pieces disintegrate when crossing the atmosphere and do not even reach the Earth’s surface. However, debris may remain capable of causing material or personal damage. In fact, in 2022 a study was published which pointed out that, in the subsequent 10 years, the risk of a piece of space debris falling on a human being is 10%. It is worth launching as many cosmic garbage trucks into space as possible. We will avoid many problems if they work as expected. Cover image | Paladin Space In Xataka | SpaceX has made sending things to space very cheap. The problem is that now space is full of things

The countdown begins for companies to cut their working hours

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May 1 was celebrated as Labor Day, but Mexico did much more than that on that day full of symbolism: it began its path towards reduction of working hours of 40 hours with the entry into force of the law regulating the length of the day labor. The change promoted by President Claudia Sheinbaum’s party does not represent a sudden change, but with the entry into force of the reform secondary working day opens an adaptation process for companies to modify the organization of their working hours to the new regulations. From 48 to 40 hours in four steps. Mexico part of one of the work days longest in the world according to dOECD data. The current legal limit is 48 hours per week, a ceiling that has not moved since 1917. However, the reform seeks to lower it in stages until it reaches 40 hours per week: on January 1, 2027 the maximum limit will be 46 hours; It will drop to 44 hours a week in 2028, to 42 in 2029 and, finally, it will be set at 40 hours a week by 2030. Every year, two hours less. The first step expires on January 1, 2027, which leaves companies room until that date to reorganize shifts, contracts and processes. All this without the workers see their salaries or benefits reduced current, something that itself Federal Labor Law expressly prohibits. The duties that the reform brings. The publication of the labor reform Mexican not only activated the calendar. The new legislation establishes as an employer’s obligation to keep an electronic record of the working day, which in Mexico is popularly known as a time clock. That obligation comes into force on January 1, 2027 and It is not a simple procedure. The Ministry of Labor and Social Security (STPS) will have access to this data to verify that the working hours are truly respected. Penalties for not having the registration in order they are already set and range between 29,327 and 586,550 pesos (between 1,431 euros and 28,624 euros at the exchange rate), equivalent to between 250 and 5,000 times the Unit of Measurement and Update. In addition, the STPS must develop mechanisms to collect and evaluate data on how the reduction in working hours is applied. Most companies have not yet moved. The diagnosis of the real state of preparation of companies is not encouraging. The data from a study from EY published by Yucatan Diary with 165 companies in Mexico reveals that 72.7% are in what the analysts themselves call “tactical paralysis”: they know the details of the change of day, they have followed it closely, but they have not yet taken any concrete steps towards its application. Only 18% of companies consider that they are really prepared to apply the new labor regulations. As explained Yeshua Gómez, associate partner of People Advisory Services at EY México to Expansion“companies are not waiting because they do not understand the reform. They are waiting because they do not know how much it will cost them to implement it.” 85% identify cost as the main obstacle to starting to take action, while 71% recognize that they regularly depend on overtime to sustain their daily operations. For these companies, the challenge is not to spend 48 to 46 hours on paper, but to do it from real days that already frequently exceed the 48-hour limit. More limited working hours, but with more overtime. The reform has also modified the definition of the working day, establishing the daytime workday at a maximum of eight hours, the nighttime workday at seven hours, and the mixed workday could reach seven and a half hours. The only (and important) exception to this rule is that the day could be extended due to extraordinary circumstances. This overtime, on the other hand, is also gradually extended: up to 9 hours during 2026 and 2027, 10 hours in 2028, 11 hours for 2029 and a maximum of 12 hours for 2030. The objective is that the transition to the change in working hours does not suddenly hit the sectors most dependent on extra work, and to offer them tools to optimize the working day of their employees, even if it is at the cost of pay up to three times more expensive every extra hour. In Xataka | Mexico has an ambitious plan to be the tenth economy in the world and that involves technology: semiconductors Image | Unsplash (Jesus Herrera, Kaden Taylor)

The low cost companies of the United States are already suffering from the new oil crisis

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2.5 billion dollars. That is the figure that low-cost airlines demand from the United States Government in order to continue operating in the country. The rise in fuel prices has reached such a point that a handful of companies are beginning to see the wolf’s ears. And that wolf is called: bankruptcy. 2.5 billion dollars. The Association of Value Airlines, made up of Allegiant Air, Avelo Air, Frontier Airlines, Spirit Airlines and Sun Country (all low-cost airlines operating in the United States), have asked the United States Government to create a liquidity fund of $2.5 billion to pay for the fuel they need to offer their services. At the meeting, they assure from Reutersairline executives, Secretary of Transportation Sean Duffy and Head of the Federal Aviation Administration Bryan Bedford met. 111 dollars. It is the average ticket price offered by the low-cost airlines that attended the meeting. A figure that, they say, is impossible to maintain if the price of fuel continues to increase. And, according to his calculations, those 2.5 billion dollars It will be the increase in prices at the end of the year that they will have to assume if the market continues to be as volatile as it has been until now. According to their calculations, the rise in the price of oil has been such that it is forcing them to pay for fuel at twice the price they normally did. This puts their operations at risk to the point that, they say, the profit margin is so narrow that it puts the viability of the companies at risk. Ravine. Neither the White House nor federal aviation officials responded to questions from Reuters but by then it was already known that talks had been initiated to provide $500 million to Spirit Airlines. The airline, however, ended up bankrupt this weekend. The company, they explain in BBChad operated in the country for more than 30 years but since the hardest years of the Covid-19 pandemic, it was going through severe financial difficulties. The rise in fuel prices has been the last straw that has ended up leaving passengers on the ground. The Secretary of Transportation of the United States, Sean Duffy, has assured that the company already had serious problems before the country launched its first attacks against Iran. Now, 17,000 workers have lost their jobs overnight. It’s not the only one. Although the Spirit case has been the most striking (its business became such that in 2014 Morgan Stanley pointed it out as the airline with the greatest potential for its investors). but he withdrew his support in 2023), this airline has not been the only one in which bankruptcy due to the enormous cost of fuel has weighed on the heads of hundreds or thousands of workers. Latvia has had to rescue Air Baltic with a loan of 30 million euros and airlines such as Lufthansa or SAS have had to cancel thousands of flights to try to contain the hemorrhage. In the case of Lufthansathe company has focused on short-haul flights where profit margins are narrower, canceling more than 20,000 of them before the end of the year. For its part, SAS canceled more than 1,000 flights only last April. A warning (with buts). Michael O’Leary, CEO of Ryanair, has also not missed the opportunity to attack his rivals. In The Spanish They report that O’Leary predicts the bankruptcy of two or three European companies before the end of the year if the oil crisis continues. For the manager, WizzAir and Air Baltic would be the main candidates. However, some analysts have pointed out that they consider that the risk of reaching this point is lower among European companies. They point out that in the United States the strength of long-haul airlines is still very high and that, unlike in Europe, low-cost airlines have much less business. What they do not rule out, of course, is that flights will continue to be canceled en masse. less margin. The airline problem low cost It is similar to that of the gas stations serving cheap fuel. In both cases, very narrow profit margins are played in exchange for adding a large number of operations. However, the increase in the cost of fuel kills its business because it places its rates at the prices of its rivals. premium. In the case of airlines, as in the case of gas stations low costhave the added problem that fuel stock is usually small. Furthermore, in the case of aviation, variations in its price tend to be more damaging because its refinement and storage is so expensive and complicated that stocks are usually very small. Photo | Forsaken Films In Xataka | Ryanair asks to suspend the new EU border control system: many are missing flights due to the queues it generates

Anthropic and OpenAI know that where AI is making money is in companies. They have found a way to squeeze that strategy

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We end users no longer matter much to the AI ​​giants. These companies are confirming that income is currently in the professional world, and they are already making moves to conquer that segment. And if they have to do it company by company, so be it, because now OpenAI and Anthropic are a little less AI companies and a little more consulting. AI is more business than ever. Anthropic and OpenAI have understood that the real business of AI is not currently in individual $20 subscriptions, but in integrating their AI models into all types of corporations. Both companies have almost simultaneously launched alliances with other companies to provide consulting services. The objective is simple: to stop being external web tools to become the “operating system” of thousands of businesses through these exclusive sales channels. Anthropic on the one hand… The company led by Dario Amodei has formed a joint venture with Blackstone, Goldman Sachs and Hellman & Friedman valued at $1.5 billion. This new firm will act as a consultancy bringing Claude directly into the operating environments of mid-sized businesses, from mid-sized banks to local manufacturers to healthcare systems. These companies have committed to provide $300 million each for AI engineers to work closely with these clients to integrate custom solutions. …and OpenAI on the other. In turn, Sam Altman’s company has not been slow to replicate that initiative with the creation of the so-called The Development Company, an entity valued at about 10,000 million dollars. It is backed by funds such as TPG, Bain Capital and SoftBank. Theoretically, OpenAI has already raised $4 billion to accelerate the adoption of its AI models in more than 2,000 companies that are already part of those investors’ portfolios. The initiative is led by Brad Lightcap, until now COO of the company, and who wants to make the GPT family models an integral part of the operations of all types of companies. Engineers on the line of fire. To promote these strategies, both companies are adopting the so-called ‘Forward Deployed Engineer’ (FDE) model, a deployment system that was already popularized by Palantir and that consulting firms traditionally use. Instead of simply selling an API, Anthropic and OpenAI will send their engineers to work with doctors, financial analysts, or IT staff so that their AI models can be seamlessly integrated into those professionals’ real-world workflows. Going public as a goal. In recent months we seem to be experiencing a race against the clock towards the IPO in both cases. With absolutely stratospheric valuations (OpenAI 852 billionAnthropic hanging around 900,000 million), the pressure to justify these figures to the public market is immense. The integration of programming tools such as Claude Code has been a clear driver of recent growth, but the real gold mine is in the automation of processes in sectors such as health or finance. If you are joint ventures fail to scale quickly, the valuation bubble could deflate before those IPOs. Conflicts of interest. When a venture capital fund invests in a technology provider and simultaneously pressures its portfolio companies to adopt that same technology, competition ceases to exist. Many companies will not have much real choice based on product quality. What is reinforced here It is that “circular economy” in which innovation is not chosenbut is imposed by financial and business interests. The customer does not buy because he needs the tool, but because his own financial owner has a stake in whoever supplies that tool. But wouldn’t AI automate everything? The dependence on the FDE model is paradoxical. Theory tells us that software must be infinitely replicable at zero marginal cost. However, these alliances show that AI is still not smart enough to operate without direct human supervision. We need someone to teach us how to use it well, the companies say, and both OpenAI and Anthropic are going to take advantage of that need even if what we really have is luxury personalized consulting. For now, AI will be more part of the services offered by a consulting firm than a truly autonomous “plug and play” tool. New Job: Deployment Engineer. Now Anthropic and OpenAI will not only be AI companies: they will also be consultancies in need of manpower. That also serves as an example that although AI theoretically will eliminate jobswill also create new ones. Here we face a growing demand for “deployment engineers” —OpenAI already requests them—, professionals who are precisely in charge of adapting these AI models to the needs of companies that want to implement them in their daily lives. And the data, what. There is another fundamental problem: medium-sized companies will not have much capacity to manage their data sovereignty. For Claude or GPT to function properly in the business, they will need access to critical workflows, medical records, or sensitive financial data. And when one cedes that control to third parties, they remain vulnerable. Not only that: the security of this data is compromised because in order to process it, it must leave and be processed in the cloud of an external provider. The AI ​​models of these companies can also probably learn from these processes, although it is reasonable to think that Zero Data Retention policies will come into play (“No data retention”). Image | TechCrunch | Wikimedia Commons In Xataka | The White House wants to review new AI models before anyone uses them: first the Pentagon, then the rest of the world

Only a handful of US companies have access to Claude Mythos: the ECB already fears for the savings of all of Europe

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He hasn’t even been with us a month and Claude Mythos Preview is terrifying the world. AND We don’t even know if there are reasons for it.because Anthropic has it tied up and muzzled: only a handful of companies have been able to access the model to test it and use it properly. The objective is that these companies can use it to find vulnerabilities before others do, but of course, a contagion effect has been created: if the model is good enough to find security flaws everywhereeveryone is threatened. And among those beginning to fear the worst are the world’s most important financial institutions. And the European Central Bank is one of them. The Project Glasswing Private Club. During the launch of Claude Mythos Preview, Anthropic selected an extremely small group of US “partners” to carry out the first fire tests of this model. Under the name of Project Glasswing, giants such as Amazon, Apple, Microsoft, Alphabet or financial entities such as JP Morgan have been the only ones authorized to evaluate the capabilities of Mythos. This access has made AI become a curious geopolitical piece. One that has left the European institutions aside. In Xataka An Anthropic worker was having a snack when he received an email he should never have received: it was Mythos The fear of zero-day. What makes Mythos a fearsome AI model is its ability to go through the code of all types of applications and software platforms and find so-called vulnerabilities.”zero day“. These flaws are not even known by the developers of these projects, and they tend to remain hidden even in highly critical infrastructures such as banking or energy companies. Until now, finding these security holes required complex work by highly specialized human experts, but Mythos is capable of detecting many of these flaws and generating the code to exploit them almost instantly. The European Central Bank, on alert. Given this panorama, the ECB has taken action on the matter calling on those responsible for risks in the main financial entities of the Eurozone. Among the participants are those responsible for Santander, BBVA, CaixaBank and Sabadell, who must – like the rest – detail their contingency plans for the possible emergence of Mythos. This is no longer about how to act in the event of increases in unemployment or economic contractions, but rather about what steps should be taken if the model falls into the hands of cybercriminals who could cause massive thefts of data… and money. A “nuclear” weapon. That only some private American companies have access to the model has strained international relations in a notable way. The White House and the US Treasury hold meetings with their banks, and meanwhile some media sympathetic to the Russian regime qualify to this model as something “worse than a nuclear bomb. Huge (theoretical) risks. The fact that a single company can unilaterally decide who has access to the most powerful cybersecurity tool on the planet (or so Anthropic claims) creates a truly delicate situation. This can put all types of entities in check, but also even developing countries with more vulnerable systems. The UK has already had access to Mythos. The British country has already managed to position itself ahead of the countries of the European Union. The AI ​​Security Institute has had access to the model and has confirmed that the model is capable of completing attacks that no previous AI could complete. Anthropic itself has indicated which will expand access to Mythos to British financial institutions. Meanwhile, EU member countries continue to wait for that same privilege. {“videoId”:”xa4n2g8″,”autoplay”:false,”title”:”An initiative to secure the world’s software ｜ Project Glasswing”, “tag”:””, “duration”:”349″} Possible cracks. While all this is happening, Anthropic itself confirmed how unauthorized users they could have accessed to a version of Mythos. If users with bad intentions gain access to a model of this type, the consequences could be important… if it really complies with the expectations that have been generated. Cybersecurity experts warn that it is a matter of time before other powers such as China develop similar capabilities. OpenAI in fact already has GPT-5-5 Cyber, a specific version of its new model that also seems to have notable capabilities in this regard. And as in the case of Anthropic with Mythos, access to this model is restricted. In Xataka |OpenAI and Anthropic have proposed the impossible: lose $85 billion in one year and survive (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news Only a handful of US companies have access to Claude Mythos: the ECB already fears for the savings of all of Europe was originally published in Xataka by Javier Pastor .

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