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The company already seeks to replace them

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Tesla announces changes in the design of its electronic handles after the American road safety authority opened an investigation this week. Its electronic shooters have gone around the world after popular cases in which people were trapped inside. The brand promises A solution that combines electronic and manual mechanisms in a single button, facilitating escape in emergency situations. What’s happening. The National Road Traffic Security Administration (NHTSA) has initiated an investigation after receiving nine complaints from Tesla owners who could not open their doors from the outside due to the failure of the electronic handles. In four of these cases, drivers had to break the windows to access the vehicle and rescue their children from the interior. REdiseño underway. Franz von Holzhause, Tesla design manager, confirmed To Bloomberg that the company works in a new solution that unifies the opening systems. “The idea of ​​combining electronic and manual in a single button makes a lot of sense,” explained the manager. “It’s something we are working on.” The objective is to create a more intuitive mechanism for occupants “in a panic situation.” The background problem. The current Tesla shooters have two critical weaknesses: they use electronic locks that may fail if they do not receive energy from the vehicle’s battery, and although they include emergency manual systems, they are difficult to locate and access, especially for children or passengers little familiar with the car. A Bloomberg investigation document 140 incidents of people trapped in Tesla vehicles due to problems with the handles, several of them with serious injuries. International pressure. Tesla also monitors possible regulatory changes in China, where the authorities They study prohibiting handles completely hidden for security reasons. “We will have a very good solution for that”, assured von Holzhausen. The Asian giant, main world market for electric vehiclescould mark the global course if it implements restrictions on this type of systems. And now what. Although Tesla has not specified when the new solution will be ready or if it will apply to existing models, the regulatory pressure accelerates the times. At the moment we are waiting to know in detail what is the system that finally ends up applying the company. Cover image | Everyamp In Xataka | I always dreamed of buying a Ferrari. What I never imagined is that I could buy it for 150 euros

We believed that Nvidia was the company that had benefited most from AI. Micron is ridiculous

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Micron is at historical maximums in Nasdaq, and rightly. The American manufacturer is taking a lot of benefit from the FEVER through the AI ​​and the data centers. The demand for memory chips is growing extraordinarily, but that has two faces. A good for micron, and another bad for customers and consumers. They all love micron. Citigroup analysts They promoted these days Micron’s target price from $ 150 to 175. The reason: according to its data, the company will have financial results “much better than consensus” when these are presented on September 23. Micron is doing so well that it even exceeds the growth of Nvidia. Source: Bloomberg The chips devastate. Yeah A week ago The shares were around $ 125, yesterday they closed at $ 150 and before market openings that figure is $ 155. This year the value has already grown by 81%, exceeding 33%Nvidia growth, although it is also true that the company led by Jensen Huang grew especially in 2024 (approximately 170%). Other companies such as Broadcom (55%), SK Hynix (91.88%in the South Korean bag), or TSMC (31%) also show an outstanding growth in the bags. Micron’s “Compute Networking” division is the one corresponding to the data centers. As can be seen, sales in that segment are already more than half of all of the last quarter. Source: Paul/Note. The commitment to HBM memories goes well. Micron has dedicated many resources to boost the manufacture of HBM memories, used precisely in the accelerators (GPUS) that are used in data centers. Independent analysis confirm the increasing weight of both these memoirs and the AI ​​segment in the micron business Micron will raise prices. According to Citi analysts, workloads for the inference of AI need more DRAM and NAND memories, and demand is spectacularly. The problem is that this demand will overcome the supply, and Micron will take advantage of the occasion to do something logical (for her): upload prices. Up to 30%. This is what it indicates Trendforce And also Some media In China, according to which Micron has notified its distribution channel partners today that the prices of their storage products will rise between 20% and 30%. In fact, the quotes of the DDR4, DDR5, LPDDR4 and LPDDR5 memories have been suspended among others: “All prices agreed with customers will be canceled and the quotes will be suspended. All products are expected to stop quoting for a week. “That involves not only industrial and consumer memories, and the chips for the automotive industry will rise in price by 70%. Sandisk and TSMC have already announced up. Both TSMC and Sandisk announced Price increases For memory chips in the past days. That will affect its great clients –apple, Nvidia, among others – and as indicated In Techpowerup It is a clear confirmation that manufacturers want to maintain their gross margins. In Sandisk there have been 10% prices due to the “growing demand” of the AI ​​market, data centers and mobile devices. At the moment, they indicate In Trendforcethat climb has encountered resistance from customers. In Xataka | Intel’s recent history is that of a failure. Now he has found a niche from which to resurface: HBM memories

AI agents can not only plan your vacation from beginning to end. They are also the greatest threat to Booking and company

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With the generative andn decelerationAI agents run like The next great revolution of the sector. Unlike a chatbot to which we ask something and respond, an agent is able to carry out complex tasks autonomously. The first reaction was to see them as A threat to many jobs. Expectations have fallen because technology is still quite greenbut there is a sector in which the threat seems very real and is already preparing for what can come. The threat. Travel planning is one of the fields in which an AI agent can be very practical. In fact, he was part of the demonstration of Chatgpt agentin which they asked him to organize assistance to a wedding and the agent organized the entire plan, including looking for flights and hotels. If an agent does everything for us, this could leave flight seekers and hotels out of play that act as intermediaries and take a commission for it. If you can’t with the enemy … They tell it in Financial Times. Online travel platforms are beginning to implement functions with AI in their portals. This is the case of Airbnb, which already implemented an AI agent in its customer service and plans to expand it to more areas of its app to make the most automatic experience. Booking signed an agreement with OpenAI to automate services and launch its own travel planner adjusted based on platform data. Expedia also integrated Openai technology and is working on an agent. Hotels and airlines. Unlike online agencies, both the hotel sector and the airlines see with good eyes the arrival of AI agents. If customers hire them directly with them, they would save the Commissions that in the case of the hotel sector is around 20%. Of course, nothing guarantees that these alleged agents do not implement other types of commission system for each hired trip. For Hotrec, the European hotel association, AI agents have potential, but can end up replicating the platform model and generating a new dependency cycle. A lot of at stake. We talk about a business that, according to Financial Times, moves 1.6 billion dollars a year worldwide. The leader travel agency is Booking, which In 2024 he billed 24,000 million dollarsfollowed by Expedia with 10,000 million dollars. The irruption of agents in business can threaten their domain by offering more options to consumers. Nervous. Last year, researchers from the University of Ohio They tested the capabilities of several AI models When planning trips and only achieved a 0.6%success rate. Although agricultural AI has improved, we have recently seen that It still has a long way to go. However, nervousness among those responsible for these platforms is evident. Jochen Koedijk, Expenditure Marketing Director, believes that online agencies have an advantage because they have many data on user behavior. “We know what it sells and what is not. That is the proposal of really important value,” he says. Glenn Fogel, Booking CEO, it’s clearer: “I’m not so dumb as it doesn’t worry me.” Image | Web Summit, via Flickr In Xataka | AI has become the best example that if you don’t pay for the product, you are the product

Microsoft has just made the greatest investment in its history. And not in Openai, but in an unknown Dutch company

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Nebius Group, an unknown company based in Amsterdam, has signed a surprising multiannual agreement worth $ 19.4 billion with Microsoft. It is in fact the largest investment ever made by the firm of Redmond, and the question, of course, is why. What is Nebius Group. The company was founded in 1989 as Yandex NV, Yandex’s legal matrix, the well -known search engine that was a rival of Google in Russia. After the invasion of Ukraine by Russia, Nebius Group Yandex sold to a group of Russian investorschanged his name to the current one and focused on a key segment: that of artificial intelligence. Data centers to power. Specifically, in the field of servers and data centers. Since then Nebius Group has been dedicated to providing cloud infrastructure for companies that develop and run AI models. Your rivals They are companies such as Coreweave, Crusoe or Lambda Labs, which are a step below the “hyperscators”, Aws, Azure, Google Cloud or Oracle. The agreement. In it Document registered in the SEC The US indicates that Nebius will yield the computing capacity of the GPUS of its data centers in varisa phases this year and the one that comes, and that the total value of the contract will be 17.4 billion until 2031, with an option for Microsoft to extend those services worth 2,000 million additional dollars. Microsoft cloud reinforcement. The agreement will allow Microsoft to access the computing resources available to Nebius in its Vineland Data Center (New Jersey, USA). It is a movement clearly for solve the shortage of resources that is coming when managing AI workloads: more and more users make use of this type of technology and Microsoft current data centers have a limited capacity. More than OpenAi. The operation is even greater than the one that Redmond’s firm He did in Openai Estimated at $ 13,000. This alliance has allowed Microsoft to have exclusive access to OpenAi’s models and reuse them in the form of its Copilot platform. Meanwhile, Openai has been able to use the Microsoft infrastructure to train and serve those same models to the general public. Nebius rises to the beast in the stock market. The agreement has triggered the value of Nebius’s shares, which had already folded their value in what we had been, but after the news They have grown 60%. The effect is contagious, because one of its srival, Coreweave, has also risen 5% in the stock market without having made any announcement: it has simply become possible candidate for Microsoft or any other large company to invest in its services soon. European taste centers. Although it has roots in Russia, Nebius seems to want to leave that past behind to settle definitively in the European Union. The company current account with five data centers: three operations (Helsinki, New Jersey and Kansas City) and two in development (Keflavik, in Iceland, and Paris). The focus on the installation of data centers in European territory is clear, as these last two projects in full development demonstrate. Another great “European” unicorn. After the creation of its Data Center in Paris – which will presume to have N200 N200 chips – Nebius announced its intention to invest more than 1,000 million dollars in mid -2025 in its AI infrastructure in Europe. Its new data centers in Paris and Iceland demonstrate that vocation, and the company is managing to capitalize on that commitment to AI. It is undoubtedly one of the last protagonists of the European technological scene, which little by little begins to raise alternatives. Freepik did it in Spainthey have done it Mistral and ASML with its unique agreement This week, and now Nebius does. Image | Nebius In Xataka | The ASML-Mistral alliance reveals the European plan B: if we cannot manufacture chips, we will at least control how they are manufactured

The undisputed winner of the aggressive competition of TSMC, Intel and Samsung is a European company: ASML

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Integrated 2 nm circuits are about to disembark in the market. Users know that nanometers have lost much of their usefulness, and that, in reality, They represent a category of semiconductors. In fact, they no longer faithfully reflect the length of logical doors or other physical parameter, such as the distance between transistors. Each chips manufacturer He manages them with freedomwhich prevents us from directly comparing the lithographs that try to “sell us.” Whatever the important thing is that TSMC, Intel and Samsung are about to engage in a new battle that seeks to capture the maximum possible number of customers for their 2 Nm or comparable line nodes. Whatever happens we can be sure that the great beneficiary of this contest will be The Dutch Company ASML. And it will be because it is the only manufacturer on the planet that produces the equipment of extreme ultraviolet photolithography (UVE) and haute opening that are necessary to go beyond the 2 Nm reaching the optimal performance. Digitimes Asia He has just confirmed that those responsible for the Samsung semiconductors manufacture are weighing the possibility of increasing the number of Uve haute opening machines that will buy at ASML. And, according to this Asian medium, it will do it because it needs to reduce the technological and commercial gap that separates it from TSMC, which leads the chip market with A fee close to 60%. The Uve High Opening machines are still in the test phase, but there are no doubt that they will be the authentic protagonists of the semiconductor industry in 2026 and successive years. ASML Haute Opening Lithography Machography is an engineering prodigy It weighs as much as two Airbus A320 and incorporates more than 100,000 pieces, 3,000 cables, 40,000 bolts, and also more than 2 km of electrical connections. The photolithography team Twinscan Exe: 5000 Designed and manufactured by ASML is the most sophisticated integrated circuit production machine that exists. And also the most expensive. The most up -to -date information we have reflects that only one of these teams costs 350 million euroswhich will surely cause some chips manufacturers think twice Before buying it. ASML plans to deliver to its customers annually from 2025 about 20 Uve Haute Opening teams ASML engineers have invested a decade in the development of the technology necessary to set up this machine, which, in reality, is a team of extreme ultraviolet lithography (UVE) second generation. This company of the Netherlands plans to deliver to its customers annually From 2025 about 20 teams of this type with a purpose: put in their hands the possibility of producing chips of 2 nm and beyond. Interestingly, to develop this machine, ASML engineers have made a very advanced optical architecture that has an opening of 0.55 compared to the 0.33 value that the first -generation UVE lithography equipment has. This refinement of the optics allows to transfer to the wafer patterns of greater resolution, hence it is possible to manufacture chips using more advanced integration technologies than those currently used in the nodes of 3 Nm. However, this is not all. ASML has also improved the mechanical systems that are responsible for the manipulation of wafers with the purpose of making it possible for a single UVE Machine to be able to produce more than 200 wafers per hour. The cover photography of this article allows us to intuit the extreme complexity and sophistication that one of these teams has, which, by the way, would not be possible without the cooperation of other companies, such as the German Zeiss or Cymer, a company of American origin that is currently consolidated within the ASML structure. Somehow this last company Delivery to ASML the raw material that need their photolithography machines. And that raw material is none other than the ultraviolet light that is responsible for transporting the geometric pattern described by the mask so that it can be transferred with great precision to the surface of the Silicon wafer. Image | ASML More information | Digitimes Asia In Xataka | The great covered in the War of Critical Minerals is Tungsten. The US needs it and 83% have it China

This company is China’s great hope to definitely dispense with Nvidia chips

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In China there are dozens of companies that are dedicated to the design of GPU for applications of artificial intelligence (AI). Stepfun, which belongs to Tencent Holdings; Infinigence ai; Siliconflow, from Huawei; Metax; Biren Technology; Focus me; Iluvatar Corex or Moore Threads They are some of the most important. However, currently One shines more than the others. In fact, as we have anticipated from the head of this article, this company is the best China asset when dispensing with the Nvidia chips. Although it is not as well known as Huawei or Moore Threads, Cambricon Technologies is one of the companies specialized in the design of GPU for AI with greater growth potential. In fact, he has received the approval of the Shanghai bag (China) to raise 560 million dollars. Will allocate them to the design of four chips for training and inference of AI models, and also to the development of an alternative to CUDAfrom Nvidia. To this company everything seems to be going well. And is that during the last twelve months The value of its actions has tripled. The strategic role of AI for China in its technological and commercial war with the US supports Chinese companies dedicated to the hardware design for AI and the development of large language models. However, there is more than promises to boost the business not only of Cambricon Technologies, but also that of the other Chinese companies that design integrated circuits for AI: the Chinese government has decided to force the data centers that belong to the State throughout the country To use at least 50% of Chinese integrated circuits on their servers. Cambricon Technologies is not an emerging company like the others China needs talent to compete with the US on equal terms and knows where you should look for it: in its population. In fact, the Administration has encouraged the implementation of elite educational centers that receive the best students in the country with open arms. The Chen brothers were two of them. Today are the founders and maximums responsible for Cambricon Technologies. The first, Chen Tianshi, exercises as president and general director of this company specialized in chip design for AI applications. And the second, Chen Yunji, is an expert in the development of processors for neural networks that, as far as we know, exercises as an advisor and responsible for technology in Cambricon. Both formed in An elite program for young talents In the Chinese Academy of Sciences, and currently the two are researchers and professors in this educational institution. Your best asset is its complementarity. Tianshi is an expert in chips design, and Yunji in AI. Chen Tianshi and Chen Yunji obtained their doctorates in computer science at age 24 Together they created a project at the Chinese Academy of Sciences that pursued a processor specialized in deep learning. Their plan went well and that chip allowed them to found their company. Their curriculum supports them, and there is no doubt that their effort has helped them reach the position in which they are. In fact, both obtained their doctorates in computer science at age 24. However, Cambricon is not a traditional emerging company. The growth of which we have spoken a few lines above and the expectations it has raised have been led by the support of the Chinese government, which sees in this company the opportunity to achieve the technological self -sufficiency it needs. During the last three years Huawei has established himself as one of the main Chinese GPU designers for AI, but Cambricon has something that this giant does not count at the moment: he combines a very ambitious hardware and A constant software platform improves. Huawei Ascend family chips are very competitive, and also has Cann (Compute Architecture for Neural Networks), what is Your alternative to Cudabut Cambricon is demonstrating that he has the ability to adapt its Neuware software very quickly to the needs of its customers. And in a market in which CUDA governs with iron fist It is a very important asset. Currently the flagship products that have changed to compete with Nvidia and Huawei in the Chinese market are the MLU series (Machine Learning Unit) and yes. In fact, the expectations of the Chinese semiconductor industry defend that the GPU Siyuan 690 will have comparable performance to the chip NVIDIA H100. In addition, Cambricon guarantees that their products are compatible with the models of the leaders in China, such as Deepseek, Qwen de Alibaba or Hunyuan de Tencent, among others, which has allowed it Gain the confidence of the Chinese industry. If we add that, According to Financial Timesfor developers it is easier to use neuware that Cann is reasonable to anticipate that during the next months Cambricon will monopolize the attention of the technology industry. Image | Cambricon Technologies In Xataka | Nvidia has to deal with the absolute distrust of several US legislators. His plan in China is in danger In Xataka | The US wants to end the chips for the Chinese that are sold abroad. And China knows how to defend oneself

Windows 95 still supports an essential part of this company in Germany. The question is how much more time it will endure

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At this point, almost everyone knows that Windows 10 You have the days counted and your support will go out soon. Microsoft pushes strong Windows 11but the jump is not free, Hardware requirements They raise a barrier that forces many to renew their teams. In terms of security, the recommendations are clear, staying in a system without support means exposing yourself to failures already vulnerabilities without solution. That is the general framework. And, yet, there are stories that call into question the manual and force us to look at compatibility from another angle. The theory says that no one should continue depending on systems that were obsolete decades ago. The practice is different. In Germany, WDR accountan agricultural business works thanks to specific software that runs on Windows 95, a system that in August was 30 years old. The critical part of the line rests on a chain of compatibilities that supports production and traceability. Migrating sounds logical, but each change threatens controllers, peripherals and calibrations. That is why the dilemma is not nostalgia, it is operational continuity in a plant that cannot be stopped. When the business depends on 1995 We talk about a farm with a machine that dominates the entire processfrom the entrance tray to the final packaging. The flow is millimeter, the eggs are advanced, weigh, are labeled by quality and are distributed in commercial formats of six and ten. Coordination carries it A software developed for the machinewhich works on Windows 95 and uses its environment to interact with sensors and peripherals. That coexistence explains why the business is still tied to a system thirty years ago, changing a link can mismatch the entire chain. If the system falls, the mechanical line will continue to move eggs, but the entire digital record disappears. Traceability would have to be done by hand, with more work and more error risk. The fact that the equipment is not connected to the Internet reduces certain threats, but does not eliminate other more prosaic, old hard drives, discontinued printers or electrical components exhausted by use. At that point, the problem would not be a cyber attack, but the difficulty of finding a spare time to keep production alive. Stability is real, resilience is less. The cost of replacing the line goes far beyond buying a new machine. According to the person in charge, it is equivalent to the investment necessary for a family house, an amount that many farms cannot assume suddenly. In addition, the substitution requires paralyze production For weeks, certify processes and return to the staff. Maintaining the current system is not free either, it forces components that only exist in second -hand catalogs. The decision becomes a balance, millionaire modernization or artisanal maintenance of the inherited ecosystem. The case is used for those who plan Windows 10 to Windows 11. The end of support is forcing companies of all sizes to audit inventories, drivers and internal applications before moving card. The lesson is simple and demanding at the same time. Forcing the update without validating the complete chain can break critical processes, while being motionless eternals risks and dependencies. Between both ends, the road map goes through measuring, testing and migrating in phases, with clear priorities and reversibility. The global photo confirms it. FAA in the United States promotes a renovation that points to Remove obsolete technologies in air control systems and leave behind the use of floppy. Japan closed in 2024 the era of disk in the administration after a regulatory cleaning that eliminated hundreds of procedures that demanded it. And in San Francisco, the Metro operator has financed replacement of a railroad control that still depended on loading software From disks. The pattern is repeated more than it seems. Images | Microsoft | Katie Bernotsky In Xataka | Microsoft is already thinking about how the computers of 2030 will be and has come to a conclusion: playing is overvalued

Only “a miracle” can save the company that launched Yuri Gagarin

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What until now were rumors and suspicions It has become the harsh reality confirmed from within. And in the most brutally possible way possible. The legendary RSC Energy, the pillar on which the entire Soviet and Russian space program was built, is in a “critical situation”, on the verge of bankruptcy. It does not say a western analyst, but the general director of the Russian company, Igor Maltsev, in an internal statement that contradicts the Kremlin propaganda. “We have to stop lying.” Far from the usual fanfare, the message published on the occasion of the 79th anniversary of RSC Energia lacks euphemisms. “Multimillionaire debts, loan interests that eat the entire budget, ineffective processes and a significant part of the team that has lost motivation and the sense of shared responsibility,” writes Maltsev. Filtered by The Russian medium Gazeta.ru And confirmed by multiple sources, the message is a low blow for Russian space propaganda. Maltsev was appointed director just three months ago and has needed little time to understand the magnitude of the disaster. In his letter, he affirms that the legacy of geniuses like Serguéi Koroliov “has been exhausted” and that, in recent years, “all important projects and all deadlines have been breached.” On the verge of bankruptcy. In a desperate cry, Maltsev warns their thousands of employees that the future might not be the “flourishing of RSC Energy”, but the “closing of the corporation and the impossibility of functioning normally, paying salaries and creating new products.” The conclusion of your message, Full -widespread in Telegram channelsIt is almost a plea to heaven: to get the company forward is a task “of the kingdom of miracles”. It is a radical change against the usual rhetoric of Roscosmos, which usually focuses on past glories and Grandilocuent future projects But with little financing. As Eric Berger points out in Ars TechnicaThe reality is that the Russian space program is deeply definanced, a situation that has been especially aggravated by the war in Ukraine. With interest rates in 18%, capital is increasingly scarce and debts become unpayable. The end of the Russian monopoly in the ISS. The RSC Energia crisis, manufacturer of the created Soyuz ships and the progress cargo ships coincides with the moment when its role in the International Space Station has ceased to be indispensable. For decades, Russia has been in charge of raising the orbit of the station to counteract atmospheric decay, a task that performs with the engines of the Zvezda module or the progress ships coupled to the ISS. However, his monopoly is already history. NASA, concerned about Russian threats to leave the stationit has been looking for alternatives for years. And he has already found them. As Daniel Marín details in EurekaSpacex’s new CRON-33 ship has been equipped with a specific propulsion system to raise the ISS orbit regularly. This capacity makes the Dragon a robust and reliable alternative to Russian progress, eliminating the main pressure lever that Roscosmos had left at the station. A minimum diplomacy. Ironically, this unprecedented internal crisis coincides with a shy diplomatic thaw. As We counted in XatakaNASA and Roscosmos bosses gathered in August for the first time in almost eight years. On the table, they agreed to maintain cooperation in the ISS until 2028 and collaborate in their future exorbitation. This approach, more than a sign of strength, seems like a pure need maneuver. The space station agrees by leaps and bounds, with the Russian module Zvezda as the main concern for its persistent air leaks. The Maltsev action call is the most obvious symptom that the Russian space program faces a systemic collapse. The loss of its technical monopoly in the ISS, combined with an internal economic bleeding, Leave Roscosmos in its weakest position in decades. The “miracle” requested by the director of Energy is not only to save a historical company, but to prevent one of the great legacies of space exploration from becoming a museum piece. Image | ROSCOSMOS In Xataka | The Marian Rover of ESA is definitely damn: the exomars mission accumulates 20 years of calvary and bad luck

Nvidia has become the most important company in the world. His problem is that he has all the eggs in the same basket

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In Nvidia everything goes on wheels, but Not even enough for Wall Street. The latest quarterly results report has once again demonstrated Eun Eun Exceptional Power, but be careful. The most important company in the world –by stock marketat least – has an Achilles heel. A dangerous concentration of customers. He Official document With the financial results, it refers to a “risk of concentration” of the great clients of Nvidia. The situation is really worrying, because Six customers They accumulate 85% of all income from the company: 10,750 million dollars – Customer A (23% of total ingreoss) 7,480 million dollars – Customer B (16%) 6,540 million dollars – Customer C (14%) 5,140 million dollars – Customer D (11%) 5,140 million dollars – Customer E (11%) 4,670 million dollars – Customer F (10%) The problem goes more, no less. If we only look at the two most important customers, A is responsible for 23% of Nvidia and B revenues of 16%: 39% of income therefore come from only two clients. A year ago the two largest Nvidia clients were responsible for 14% and 11% of income, 25% in total. These data raise an inevitable question: who is who in that client cast. And the answer is not simple. Direct customers … Nvidia makes a distinction between those clients to whom he refers to the document, and that are divided into two large groups, the first is that of direct customers, which are not end users of their chips, but companies that buy the chips and that mounted them in complete systems or on plates that then sell to data centers, infrastructure suppliers in the cloud or final cloud. Among the examples, they indicate In CNBCwould be Foxconn, Quanta or Dell. … and indirect customers. This is where those companies would enter that we are all thinking and use these chips – which they buy from direct customers – in Your gigantic data centers. Microsoft, Openai, Meta, Google, Tesla/Xai and Meta – and even Oracle – are clear candidates, but again, it is impossible to know for sure who is on that list of great buyers. But the two most important are direct. What they do indicate in Nvidia is that customer A and B are direct customers, so they are not theoretically none of those great technological ones. But those definitions of Nvidia are somewhat diffuse, and the company states that some direct customers buy chips to create systems for their own use, so Any of the Big Tech I could enter that definition. To curl the curl, Nvidia said that two of its indirect clients each of them were responsible for 10% of their total income, but above all through the purchase of systems from customers A and B. OpenAI in the pools. In Nvidia they talked about “an AI research and development company” contributed with a “significant” amount of income both through direct and indirect customers. Here are more candidates, but one of the strongest would be Openai, especially now that he is working In the Stargate project. But the situation is dangerous. Be as it may, depending on both so few clients is delicate and creates a dangerous dependency chain. Thus, Nvidia depends on intermediaries that in turn They depend on a handful of technological giants. The company’s destination is in the hands of two buyers who represent almost 40% of their business, but the risk is not only for Nvidia, but for the entire technological ecosystem that depends on their chips. There are not only companies, there are countries buying gpus. Another of the curious data of this report is the one that tells us about how Some foreign governments They are also buying chips massively. In fact, the company expects to enter 20,000 million dollars in these “Sovereign” projects with countries that try to create their own models and artificial intelligence infrastructure. Image | Sharon Waldron edited with Google Gemini In Xataka | Microsoft had a saved secret. His new AI model for Copilot is the clearest statement against Openai’s domain

Nano Banana is not just a great creator of images with AI. It is the greatest danger to Photoshop and company

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Google has been playing hiding place with what is a great threat to Photoshop, at least in its photo editor facet. For weeks, a mysterious tool called “Nano Banana“He has been appearing anonymously into test platforms, leaving amazed professional users. Google finally confirmed that this experimental model is yours and is integrating it into Gemini. Why is it important. We are facing the beginning of the end of the layers, masks and tools that have defined digital design for 30 years. You change the color of a shirt without distorting the face. You add elements without reinventing the background. In 2 seconds, no 15. For professional uses it is not ready. For first sketches or for domestic use, it is perfect. 10 Google applications that could have triumphed The difference is persistence. Other models generate from scratch with each Promptbut Nano Banana remembers. You can strain about the same image dozens of times. Some examples. Let’s see what can be done with Nano Banana (if you want to know how to try it, We have prepared a guide). Everything has been done are the Prompts that we attach, without more. Original photo: “Create an image with this man but in a Valencian people of the 50s, with clothes, appearance, hairstyle, environment, etc. that are credible for the time.” “Now in the 2050 futuristic Shanghai.” “Now he returns to the original photo and adds this man by his side, posing together for the photo.” “Now back them as two Roman gladiators in the amphitheater.” Let’s go with something else. This Apple announcement in Las Vegas, deployed a few years ago. “Modifies the announcement text to say ‘2×1 in all iPhone models until the end of stock’”. Another different. We give you these two images. “Put this man the red shirt that attached to you.” “Now place him in Mestalla.” “Put a black cap and remove the clock.” All at the blow of Prompt And very fast, more than chatgpt. The money trail. Nano Banana has a cost of $ 0.039 per image of 1024 x 1024 pixels. Adobe has already announced that he will integrate the model in Firefly and Express, as reported Business Insider. His argument (“we offer all the models in one place”) makes sense, although something defensive also sounds. Those who pay dozens of dollars a month for a license to make editions will begin to be renewed. Now it is possible to generate Mockups In minutes, not in days. Some Ecommerce They will stop needing so many photographic sessions. A teacher can create a better adapted diagram than that of publishers. Everything with Prompts of text. In Xataka | Browsers prepare for the most radical transformation in their history. One in which the IA will be Outstanding image | Xataka

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