China had never had anything to do with the RAM conversation. Until the crisis came

The current component crisis brings back memories of Vietnam. Specifically, of the semiconductor crisis of 2020. If at that time there were no chips due to COVID, the incipient trade war between China and the United States and natural disasters, now it is the exorbitant investment in artificial intelligence the one that is leaving us without SSD and, above all, without RAM. The three major memory manufacturers (Samsung, SK Hynix and Micron) have dedicated themselves to creating chips for GPUs in data centers, so much so that Micron has exited the consumer segment for dedicate all your production to meet the demand for AI. own NVIDIA will not launch the RTX 6000 this year Because of this, and apart from PC users, there are others affected by this crisis: RAM assemblers. To the point that there are already reports that the main PC manufacturers are thinking about buying RAM from Chinese manufacturers. To CXMT, specifically. Bad for many, support for Chinese RAM? If there is no RAM, there is no RAM. The problem is that, as we say, there are many brands that sell memory ‘pills’but not all of them manufacture that component. If you buy an SSD or RAM from Samsung, they have manufactured it, but if you buy a module from Corsair, what they have done is assemble the chips that have been purchased from one of the major RAM manufacturers. And then there are the PC vendors. HP, Asus or Dell do not manufacture the key components of their computers already assembled: they buy them from Intel, AMD, NVIDIA and RAM and SSD manufacturers. That is to say: this shortage of components that affects us as users, It is also impacting the main PC manufacturers. The perfect example is the Steam Machinewhich seemed like it would arrive at an attractive price and not only has it been delayed, but there are already signs that this crisis will cause it to be much more expensive than it should. Also the case of manufacturers selling PC… without memory. A few weeks ago we told you that, in such a situation, Asus was considering looking at the Chinese RAM industrybut now there are more reports pointing in that direction. Nikkei Asia point that Asus, Acer, Dell and HP are evaluating sourcing memory chips from China. It would be the first time, and one of the options is CXMT (which has ‘messes‘of course industrial espionage to Samsung). With Samsung turning to HBM memory and SK Hynix pointing out that its capacity is exhausted by 2026, the price of RAM has skyrocketed between 90 and 95% this first quarter of 2026. That’s where companies like ChangXin Memory Technologies They can take a bite out of the RAM market. “There is real potential for Chinese companies to aggressively expand in memory chips and flash memory” – Tae Kim A few weeks ago they presented DDR5 chips at 8,000 MHz for desktops and LPDDR5X at 10,667 MHz for portable devices and they have already started to supply to another Chinese company: Lenovo. Aside from the Nikkei Asia report, technology analyst Tae Kim – author of the book ‘The NVIDIA Way‘- also points out that HP is analyzing Chinese suppliers for products destined for the Asian and European markets. Kim points out that, while memory chips for GPU and AI have very specific characteristics, RAM memory chips are more ‘basic’, and this crisis of the large manufacturers can mean a golden opportunity for Chinese companies to “expand aggressively in the memory chip and flash memory space.” It certainly seems like the perfect opportunity for a company like CXMT that hopes reach 300,000 units manufactured per month in 2026 and that seeks to go public to raise 4.2 billion dollars that will allow them to expand their production. And they are not the only ones, since there are other heavyweights of Chinese RAM such as Yangtze Memory Technologies Co. -YMTC- that aspires to the same as its neighbor: to bite a piece of the pie that is the international RAM market. The production of Chinese companies is quite lower to that of Samsung, for example, but with a RAM market that will not ease until 2027 according to some2028 according to Intel and to whom It has seven or eight years of aggressive expansion leftAccording to NVIDIA, it is clear that companies like YMTC or CXMT have an opportunity that they should not miss. We will see if this alleviates the market somewhat, since right now it is impossible to consider building a PC…and the one we already have better not break. Image | Blake Patterson (edited) In Xataka | The RAM crisis is so extreme that it has achieved what seemed unthinkable: Apple’s memories are “cheap”

Pedro Sánchez has only detected that the social conversation has already moved

Pedro Sanchez From Dubai, he has promised five measures against digital platforms: criminal liability for managers, prohibition of access to minors under 16 years of age and criminalizing the manipulation of algorithms. The package sounds grandiose, but the most relevant thing is not in the technical details or its parliamentary viability. The panoramic. We are seeing the beginning of the “smoking” of the smartphone even at an institutional level. In society it started a few years ago. Social media is the stated goal, but the gateway is the device. The pattern. We have seen it before. There was a time when smoking on a plane was normal, getting tipsy during pregnancy did not cause social alarm, it was acceptable to travel with four children crammed behind in the car, and sugar was simply an innocent pleasure. In all cases, the change followed a similar sequence: First, scientific studies that point to a course of action. Then, a critical mass of citizens begins to “feel” that there is a problem. Next, governments move toward regulation. Finally, what was normal becomes unacceptable. Where are we. Right now, in phase 2 and approaching phase 3. The evidence on The impact of mobile phones on the attention and performance of minors they are growing. But that doesn’t matter much anymore. What matters is that a growing majority of parents, educators and citizens have come to the conviction that something is wrong. When you ask if children spend too much time on their cell phones, almost no one says no. Between the lines. Politicians do not usually lead these changes in consciousness, they simply detect and amplify them. Sánchez has not invented concern about social networks, he has only smelled that the wind is blowing in that direction and has placed himself in front of the current. This is what governments do when they sense that a cause has more support than detractors: fertile ground to announce something that will generate sympathy. The contrast. Just a decade ago, criticizing social networks placed you in the camp of technophobes, boomers disconnected, those who did not understand progress. Today that position has been almost completely reversed. Defending that a 12-year-old child have unlimited access to TikTok is beginning to be the cause of almost unanimous bad looks. The one that was before mainstream Now he has to explain himself. See a child today (or not so child) spend dinner making scroll to chain videos provokes a different reaction than doing it seven years ago. In another seven years it will surely be even more different. Yes, but. The analogy with tobacco has its limits because the cell phone is not only a vector of addiction, it is also a tool for communication, learning and socialization. Prohibiting access to minors under 16 years of age sounds reasonable until you think about how a 15-year-old teenager today coordinates his or her class work or meets up with friends. The upcoming regulation will have to be somewhat more surgical than that of tobacco, which was simply prohibited in closed spaces. The big question. Or big questions. Will we remember this time as we now remember the photos of doctors smoking in hospitals? Will our children stare in disbelief at images of entire families staring at screens in a restaurant, each absorbed in their own feed? If the pattern repeats itself, probably yes. Whether the measures that Sánchez has just anticipated succeed or not is the least important thing. What matters is that you have correctly read where the conversation is moving. In Xataka | Meta, Google and TikTok have condemned an entire generation to “doomscrolling.” And now they are going to be judged for it Featured image | Xataka

The conversation between geniuses that gave name to the greatest enigma of the universe

It was the year 1950. In Los Alamos, New Mexico, the best cafeteria conversation of all time took place. The physicist Enrico Fermi, eating with his colleagues Emil Konopinski, Edward Teller and Herbert York, asked: “Where is everyone?” The Fermi paradox was born. What does Fermi’s paradox say If our galaxy, the Milky Way, contains between 100,000 and 400,000 million stars, many of them thousands of years older than the Sun. Yes, by extension, we are surrounded by a huge number of exoplanets. Yes, as we know today, The rocky planets are common in the habitable zone of other solar systems. Why have we not found any evidence of extraterrestrial life? That is the essence of one of the most disturbing problems of modern science: Fermi’s paradox. From the abundance of worlds, intelligence and technology should have emerged capable of colonizing the galaxy or at least sending detectable signals. A flagrant contradiction between the high probability that there is intelligent life in other places and the absolute lack of evidence: a cosmic silence that persists in our telescopes and explorations. Until today we have not seen a convincing proof of visits, or artificial signals from other civilizations. The Milky Way is old: it is 13,000 million years old. A species capable of making interstellar “slow” trips would suffice to colonize it in less than 100. But we still do not see its mega -structures. And what is worse, we still do not detect its radio transmissions. Or they are extraordinarily rare civilizations, or do not exist. What is the difference with Drake’s equation Fermi’s paradox is an empirical observation that was born from an informal conversation. To give it structure and mathematics, astronomer Frank Drake proposed in 1961 the Drake equation: a probabilistic formula that tries to estimate the number of technologically advanced civilizations and with the ability to communicate that there should be in our galaxy. The equation multiplies a series of factors, such as the rate of stars, the number of planets per star and the fraction of planets that could develop life. Statistics are overwhelmingly favorable. Drake’s formula serves to give meaning to the search for extraterrestrial lifefeeding our statistical hope. But while Drake’s equation tells us that there should be someone out there, Fermi’s paradox asks us why we haven’t found anyone. This contradiction is actually the heart of Fermi’s question. It is not a formal theory, but a line of argument that forces us to ask ourselves why the universe seems so empty. And perhaps the best possible tribute to Enrico Fermi, astronomers are still looking for answers to their question 75 years later. Who was Enrico Fermi Known as the “Architect of the Atomic Bomb”, it was an Italo-American physicist who received the Nobel Prize in Physics in 1938 for his works on induced radioactivity. Fermi was a key figure in the Manhattan project, the program that developed the first nuclear bomb during World War II. He directed the construction of the Chicago Pile-1, the world’s first artificial nuclear reactor. His team achieved the first self -sustained nuclear reaction in 1942. Born in 1901, he died of cancer at age 53, shortly after formulating Fermi’s paradox. The question “Where is everyone?” He emerged during a lunch with his colleagues in the National Laboratory of Los Alamos. Despite the informal nature of the conversation, the depth of the question and the authority of those who raised it gave it a weight that has endured 75 years, becoming a pillar of thought about extraterrestrial life. Responses to Fermi’s paradox Image | Jiang et al. (CC By-C-SA 4.0) Throughout these decades, scientists, philosophers and astronomers have proposed innumerable hypotheses to resolve Fermi’s paradox. These responses can be grouped into three great families of hypotheses. Smart life is extremely rare. Maybe the simplest and desolate solution. It suggests that there is a “great filter”, a barrier or a series of barriers extremely difficult to overcome so that living beings appear, evolve or come to expand through the galaxy. It may be the conditions for life to arise, they are so incredibly specific that they only occur once, here on earth. It may be to move from simple microorganisms to complex and multicellular life, it is the true bottleneck. Or intelligence like ours may not be an inevitable consequence of evolution. Or maybe, as the Apocalypse clock From the bulletin of atomic scientists, technological civilizations tend to self -destruct before being able to expand through the galaxy, either by a nuclear war, by climate changes or by pandemics. In any case, Humans do not usually succeed In our apocalyptic predictions. They exist, but we cannot detect them. There are many hypotheses to explain our lack of contact. A recent one NASA funded study I found the simplest. The space is so great and we have been observing it so little, that it is normal for us to continue without clues: “Fermi’s paradox is a very large extrapolation from a very local observation. You could look out the window and conclude that bears do not exist because you don’t see any.” Perhaps its technology is undetectable. They may not need to build mega -structures as Dyson spheres that would be visible to us. They could use energy sources that we don’t even understand. Maybe they have decided to enter hibernation and are asleep. As the summation hypothesis says, it is possible that are waiting for the cosmos to cool Within billions of years to maximize their computational capabilities. And his communications? As the astrophysician Amri Wandel postulates, our radio signs have only traveled about 100 light years. Any response would take the same to return. We might need between 400 and 50,000 years for a first contactassuming that someone who is listening to answer. But first they would have to find our needle in the haystack. They exist, but they deliberately avoid us. The most disturbing hypotheses propose that other more advanced civilizations know our existence, but have decided … Read more

It’s not just talking, it’s really competing in conversation with Chatgpt and Gemini

Anthropic has become one of the key names in the artificial intelligence career. So much so that Some see her as Apple’s great trick not to be left behind OpenAi or Google. However, his assistant Claude had a pending subject: the voice mode. A function that its main competitors had already integrated and that, finally, It also arrives at the Anthropic app. With this incorporation, Claude takes an important step to compete on equal terms. Claude already speaks: This is how the new voice mode works. Claude’s new voice mode allows you to hold complete conversations spoken from the mobile app, available both in iOS and Android. It is not simply to issue commands: Claude now responds in voice, shows the key points on the screen while speaking and maintains the context of the conversation even if it skips between voice and text. This function, which is only available in English, will be deployed in the coming weeks for all users, including those of the free version. Even so, payment plans offer more voice messages per session and access to advanced functions, such as integration with Google Calendar, Gmail or Google Docs (the latter exclusive for business users). Among the controls included are options to interrupt Claude’s response, send spoken messages, or easily change between ways. In addition, you can choose different voices to customize the experience. All chats are saved, just like text conversations, and voice transcription is shown in a summary way. Thought for occupied hands, fast ideas and spoken creativity. Anthropic highlights several scenarios to take advantage of this function: from organizing the day while having breakfast to maintain rain of ideas while walking or cooked. The voice mode seeks precisely that: eliminate the keyboard when the speed of thought brakes. It also allows you to practice interviews or record ideas on the march, something especially useful for creators or professionals who work in motion. To guarantee a fluid experience, the company recommends using the system in environments with little noise and good connection. In addition, it has incorporated security limits: voices are predefined to avoid imitations and the model avoids reproducing literal text to minimize supplant risks. Comparison with OpenAi was inevitable. The arrival of the voice mode to Claude occurs in a context where the bar is higher than ever. Openai has long presumed its advanced voice mode that reminds us of the movie ‘Her’. Other rival services have also opted for audio, such as Google with Gemini Live and Grok, XAIwith a dedicated voice mode in your mobile app. Images | Anthropic In Xataka | “As a pathetic that sounds, chatgpt is my only friend”: more and more people confess to having an AI like friendship

‘Gambling Man’ is the portrait of the man capable of betting billions after a 12 -minute conversation. And lose

Technological capitalism continuously disappoints its investors regarding what continually promises them. In 2022, when Masayoshi are announced losses of 23,000 million dollars in softbankthe market pretended to surprise what was inevitable: the collapse of a bubble inflated by the megalomania of its architects itself. It was not the first time they were seeing a fortune evaporate. He had already lost 99% of his wealth in the Crash of the ‘Puntocom’. The pattern is repeated because it should be repeated: the eternal reproduction of the same, where each cycle of boom and Bust Technological needs its own prophets and martyrs. They are represents both roles with particular dedication. Lionel Barber’s new biography about Masayhoshi are‘Gambling Man‘, portrays a man who has turned the extreme risk into a show. The book aims to unravel the genius after seemingly irrational decisions, but ends up revealing something more important: how modern technological capitalism has normalized recklessness as business virtue. They are, who like to compare with Napoleon and Genghis Khan, embodies the violence of a system that has made the disruption its mantra. Invest 4,400 million dollars in Wework After a 12 -minute conversation because it can do it – as well portrayed the phenomenal Wecrashedfrom Apple Tv+ – because el System rewards the grandiloquent gesture about rigorous analysis. Economic rationality is subordinated to the imperative of the show. The mechanism needs, of course, a distortion of the objectives it says. SoftBank does not really seek to identify the best technological companies in the future, seeks to feed the narrative that you can do it. The reality is that the Vision Fund It operates as a validation machine: Validation for Son, which found in money and success a way to overcome discrimination suffered in postwar Japan; validation for founders who receive their investments; Validation for a market that needs to believe that someone, somewhere, can see the future. “If you are intelligent you do not need leverage, and if you are silly you should not use it,” said Warren Buffett, who in addition to being the best investor in history is a great representative of a more sober and methodical capitalism. Perhaps the first is not understood without the second. They are represents the antithesis of buffet: a system where the mass leverage –SoftBank came to accumulate more than 150,000 million in debt– It is not a means but an end in itself. Debt as a show, as a demonstration of power. What surprises is not that they are survived their failures, but that the system needs them. Each multimillionaire loss reinforces its misunderstanding image, willing to bet against consensus. “At some point, everyone will tell you that you are crazy,” he proclaims. The line between vision and reckless has become deliberately diffuse. Today, while driving A new multimillionaire bet in chips for AIThey are still playing their role in this work. The public applauds because it must applaud: the fiction that after each new technological bubble there is a visionary genius is too comforting to abandon it. He show It must continue, although we all know how it ends. The Gambling Man: The Wild Ride of Japan’s Masayoshi are Outstanding image | Wikipedia CommonsXataka In Xataka | Who are the largest millionaires in Spain: the list of the ten richest people in the country

How the conversation is moving to recover the lost terrain

These days in Paris there was an international congress that had as an absolute focus the development of AI. The relevance of this meeting can be exceptional for the European Union, which announced an investment of 150,000 million euros in AI In the coming years, but above all it seems to have changed its position regarding the Law of AI. Less regulation, more innovation. As they point out In ReutersEurope intends to soften the regulation of AI to facilitate that the development of technology can be promoted in EU member countries. Simplify the regulation. Henna Virkkunen, the head of sovereignty, security and democracy in the European Commission, stressed that the European bloc will simplify the standards and implement them more friendly for companies. In comments to Reuters Virkkunen admitted that the regulations had to be reviewed because “there is too much regulation that overlaps. We will reduce the bureaucracy and administrative burden of our industries.” You have to catch up. French president Emmanuel Macron reaffirmed in the simplification message of Virkkunen’s regulation and added that “it is very clear that we have to resolve with the rest of the world” in the field of artificial intelligence. Even so, he stressed that “a reliable AI is necessary.” The Big Tech Council is unanimous. Like Pichai, CEO of Alphabet, commented in the event that “Europe’s productivity depends on using this emerging technology.” In Financial Times The words of Eric Schmidt stand out, I exceed Google, who said that Western countries should develop Open Source AI models so as not to lose the race with China. “Europe has to put the batteries,” he said. “The application layer is very powerful, and will make your Europe more efficient.” And that of US politicians, too. JD Vance, United States vice president, highlighted that the “massive” regulations of the EU in the matter of AI could “strangular” technology. Neither US nor the United Kingdom signed the agreement to develop a more open, inclusive and safe the AI ​​internationally. Is it too late? The change of speech in the EU arrives more than two years after Chatgpt initiated its particular revolution, and it remains to be seen if the words of European leaders are effectively translated into an impulse for the development of AI in Europe. The French startup Mistral and the Spanish Freeepik They are good examples that there are options to be competing with the best in this field, but the regulation of AI has not facilitated at all the advance of this segment in the old continent. Hopefully the words end in effect backed by facts … and that this support is immediate. Image | Wikimedia In Xataka | France has just sealed its great play in AI: the largest campus in Europe will arrive with a multimillion -dollar Emiratí investment

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