There is a mystery customer spending 10 billion on Broadcom chips. Nobody knows who he is and that should worry us

Charlie Kawwas, president of semiconductors at Broadcom, confirmed yesterday that OpenAI is not the mysterious client who signed up to pay $10 billion in custom chips. In September the existence of that enigmatic client became known and there was unanimity assuming that it would be OpenAI. But it turns out it’s not OpenAI. “I would love to receive a purchase order for 10 billion from my good friend Greg,” Kawwas said. referring to Greg Brockman, president of OpenAI. “He hasn’t given it to me yet.” Why is it important. During the Cold War, nuclear installations could be counted from satellites. In the AI ​​race, someone may be building the computational equivalent of a nuclear arsenal and we have no way of knowing. AI chips are the new strategic weapons. And unlike enriched uranium, they travel discreetly in commercial containers. An entity with $10 billion to spend on custom semiconductors is building AI capability on a beastly scale. The candidates. The analysis rules out the usual suspects: Meta and Google They are already known Broadcom customers. amazon has its own chip strategy with AWS. Microsoft invest through your partner-friend-enemy OpenAI. More disturbing options remain: Gulf sovereign wealth funds with technological ambitions. Government entities Americans (NSA, classified projects). Chinese actors operating through intermediaries. Apple preparing a major play in AI. This last option would be the canary in the mine to anticipate Apple’s total immersion in AI, but the parakeet Gurman has not anticipated anything, so it sounds like a very remote option. The money trail. Broadcom does not announce the arrival of these types of customers by chance. In September, CEO Hock Tan mentioned this $10 billion order because it completely changed the company’s revenue projections for 2025. Broadcom shares are up more than 53% so far this year. And in 2024 they will already double their value. The market always values ​​these secret contracts even if it does not know who signs the check. In perspective. Opacity in AI infrastructure investments has become the norm. Companies treat their component strategies as classified information. OpenAI just announced 33 gigawatts of computing capacity between agreements with NVIDIA, AMD and Broadcom. One gigawatt can cost $50 billion. The figures are stratospheric, but at least we know who signs them. The alarm signal. When $10 billion in critical technology changes hands without identification, we have a problem because computational training capacity, in the age of AI, is geopolitical power. This case is also a message about the immediate future: the next technological revolution may be developing outside of any public scrutiny. Featured image | Xataka In Xataka | Broadcom is the other NVIDIA: it enters the select group of billion dollars and does not stop growing thanks to AI

He put him to take the phone in customer service

Bill Gates has said On numerous occasions (The last one in a recent interview) to their children who should not have Inherit your enormous fortuneand that they should be able to generate their own income. However, what a father could never deny his little daughter (not even Bill Gates) is to help her with her knowledge about technology. For that reason, and in the purest style of Robert De Niro in ‘The fellow‘, the millionaire has returned from his philanthropic retirement To work next to his daughter. A surprising turn in your career. Bill Gates, founder of one of the world’s largest technology companies and one of the most influential figures in technology, announced through of your LinkedIn profile His return (for a day) to the world of startups. However, he was not going to return as an investor or manager, but as a member of the customer service team of Phiathe New Technology Company of his youngest daughter, Phoebe Gates. As Gates himself told in his publication: “I have returned to the world of startups. When your daughter asks you if you would be willing to work in a customer service shift in your startup, the only correct answer is yes.” It will not be inheritance, but it has a good teacher. Phoebe Gates has associated with his Stanford Sophia Kianni partner to develop Phia, a price comparator that uses artificial intelligence to find the best offers in fashion products and new and second -hand accessories in more than 40,000 online stores. According to The published by the economic environment BenzingaPhia has been possible thanks to obtaining an initial investment of $ 250,000 from one of his Stanford teachers, highlighting the self -sufficiency of its founders. According to Fortuneneither Bill Gates nor Melinda French Gates have invested directly in the company, aspect underlines the will of the Gates family to promote the autonomy and professional growth of their children. The support of the millionaire as a startup consultant of his daughter goes beyond the familiar, calling attention to the potential of the new project. The idea is useful and fashionable, but it certainly deserved a prominent place and, without a doubt, with this “star collaboration”, Bill Gates has provided the visibility that any new company needs to start billing. Listen to users. With this initiative, Gates has not only promoted his younger daughter’s company, he has also sent a valuable message to all entrepreneurs about the importance of be close to users of its products. “I have learned throughout the years that the best way to understand how something works, or where it breaks, is to go directly to the people who use it,” Gates shared after his day in Phia customer service. Gates insisted that “the best way to understand how something works, or where it breaks, is to go directly to the people who use it,” therefore, customer service is a strategic place to know what works and what not in a service. It doesn’t matter if it is a price comparator with just a couple of months of life or a technological giant. “I hope not to break anything,” Microsoft’s founder apostilled. The infiltrated boss. While it is not usual to find great managers and founders to go down to the day -to -day trench in treatment with the client, the case of Gates is not unique. Dara Khosrowshahi, CEO of Uber, puts the distributor helmet from time to time and delivers himself Some of the food orders made from its Uber Eats platform. It is even likely to Camouflara as a driver from any of their cars to take a client to the airport to check in the first person the working conditions of their employees. According to Gates in its publication De LinkedIn, the experience of helping and advising his daughter in his startup has been very positive. “It has been inspiring to see them face a huge challenge, rethink the way we buy, knowing the users where they are.” In Xataka | Bill Gates has a fortune of 107,000 million dollars and a collection of cheap watches: all Casio Image | Phia

A car rental company has fined a customer with 100 euros for smoking behind the wheel. The only problem is that he never did

Should you smoke inside the car? The debate is a pédiagudo and has gained strength in Spain in recent weeks after the balloon was dropped that smoking could be prohibited from the wheel in our country. The reasons wielded range from the health of the rest of the passengers (especially if the driver travels with children) to the possible distractions that a cigarette can cause. But where Smoking is prohibited It is in rental cars or in shared car services. That is what a driver has discovered to whom a company the carsharing platform Thousandsvery widespread in Berlin, has punished with 100 euros of sanction because it ensures that it briefly smoked up to four times. However, the driver alleges that this is not possible. He says not only that he has not smoked in the car, he emphasizes that he is not even a smoker. A black box for smokers The story is brought by our German companions of Gamestar Tech. They explain that, as in Spain, neither in their carsharing vehicles is allowed to smoke. To control it, cars have a small smoke detector that launches a sound warning when it records that someone inside the vehicle is smoking. According to the company, this notice rang up to four times on a three -kilometer journey that lasted 10 minutes. The driver does recognize that the detector rang but defends himself by ensuring that he is not a smoker and that, of course, he did not smoked inside the car. In your article, Gamestar Tech It shows the activity peaks registered by the smoke detector in which the four, supposed, smoke snacks that the driver expelled. The sanction on the part of the company is 100 euros but the driver says he has no intention of paying it. To try to get rid of the fine, the sanctioned contacted thousands, the carsharing company, but these were limited to showing the report with the four peaks of activity. As in the case of defective AI When reviewing the damage to a rental car, we are facing the evidence that the driver and the company are in unequal positions because one has alleged activity records and the driver has no way to prove that it is A “non -smoker”. Although the case of this driver is the last one, it is not much less unique. In social networks You can read similar complaints of other drivers who have had problems with the service of Miles, ensuring that the detector began to whistle without having reasons for it. In all testimonies a sanction is mentioned by the company of 100 euros. Some even point out that they have charged this amount up to three occasions. In the case of thousands, the detector is designed by Bosch and it is common to find them in rental vehicles. In the Consumer Information Association Austrian highlights the case of a driver who lived a similar situation. This time with a rental car and an economic punishment that reached 300 euros. The Bosch system boasts to be able to discern if a person has smoked or simply has a smell of tobacco impregnated in clothes. Therefore, I should be able to discriminate if really The driver has given or not a draft to cigarette. In addition, they claim to use artificial intelligence to send a signal to the center that manages fleets when the detector has been activated to give notice and, thus, to be able to manage the car cleaning more quickly. Photo | Thousands Mobility and Hans Isaacson In Xataka | Smoking ends on the terraces and beaches: socially makes sense, scientifically not so much

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

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

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