data

Netflix is ​​not worried that users cancel the subscription. The data reflect that, sooner or later, most return

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How is it possible that content platforms on demand They rise in price year and year also if every time users cancel (or say they cancel) their subscription? It’s curious. Normally, in another context, it would be that price increases and foreseeable cancellations affected companies, but Netflix does not seem that it matters. Rather. Context. Despite price increases and the wave of cancellations that comments on social networks usually imply, the reality is that Netflix’s benefit It was 10,247 million dollars In the fourth quarter of 2024, 16% more than the same quarter of the previous year and the best result since 2021. Was the users canceling their mass subscriptions? If we understand “mass cancel” as in the United States only 19 million subscribers arrive in the fourth quarter of 2024 when Netflix expected 9.8 million, then yes. Comes back. According to data from the Analytical analysis company to which it has had access Business Insiderthe reality is as follows: price increases cause cancellations, yes, but users do not take long to return. The case of Netflix is ​​also curious because this “repentance” is greater than on the rest of the platforms. The data. According to Antenna, 50% of users who cancel their subscription subscribe at six months. If we expand the time range until the year, the percentage rises to 61% of users. In other words, six out of ten cancellations recover after the year. In the case of having canceled a price increase, the return will be with updated prices, ergo paying more and compensating in some way the cancellations not recovered. Moreover, it is most likely that user who returns to opt for a cheaper plan, but with advertising. 55% of the new highs They choose that modality, in fact. The data reflects that the Netflix subscriber recovery rate is much higher than that of its competitors Netflix vs the world. The consultant’s data shows that Netflix’s recovery rate is much higher than the average of the rest of the platforms. While at six months Netflix recovers 50% of users, the rest of the platforms barely recover 34%. In the case of Netflix it is also striking that two out of ten cancellations recover in just one month. There is a roof. Netflix has not stopped innovating in its programming, moving from series and films to also offer sports and live events. 300 million subscribers give good faith that this has worked, but everything has a limit. Netflix seems aware that 1) continuing to grow will be complicated and 2) “As we continue to invest in programming and offer more value to our partners, we will occasionally ask them to pay a little more to be able to reinvest and continue improving Netflix.” That is to say, that prices will continue to rise. Netflix knows that continuing subscribers will not be easy and maybe that explains that from now Don’t give that figure. We will know numbers of audiences, view, benefits, growth, etc., but not how many subscribers do Netflix have. Most likely, we will not see that data again until the 400 or 500 million are reached, very publicitable figures and from which the platform can breastfeed. Cover image | Netflix In Xataka | This exclusive Netflix thriller competes in intensity and brutality with ‘John Wick’ and is already number 1 in 27 countries

If you have the feeling that hotels are more expensive than ever in Spain, the data is right

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If you have the impression that hotels are more expensive than ever, no, they are not your impressions. As the sector grows in Spain and the flow of foreign tourists reaches record levelsanother key indicator for accommodations also rebound: prices. Grow. At a good pace. Above Even inflation. And do so coinciding with A boom of the tourist floors that has already led to the administration to take action by Its impact In the residential offer. The data are of course revealing. A fact: 94 million. 2024 was a good year for Spanish tourism. Or at least this is reflected by the data handled by the Government, which in January He checked Due to the figures harvested by the sector: throughout 2024 the country received about 94 million foreign visitors, a record balance that exceeds the data of 2023 by 10% and arrived accompanied by a 16% rebound in spending, which in counting and sound money translates into around 126,000 million of euros. The Ministry of Industry and Tourism Trust In addition, the streak is maintained in 2025. Its estimates suggest that during the first four -month period will receive 26 million tourists, 9% more than last year, with an even more pronounced rise in spending. Things are somewhat different if we talk about the trips of residents in Spain, than in The third quarter Of 2024 they suffered a slight fall. January data 2025 2024 2023 2022 2021 2020 2O19 Daily average rate (ADR) € 112.8 104.9 95.7 85.7 62.2 82.1 81.4 Hotel Price Index (IPH) 141.9 133.7 124.2 112.1 95.2 106.5 105.4 Income by available room (Revpar) € 64.1 58.9 51.7 33.7 12.6 44.6 43.3 And prices? The flow of tourists imports, but it also matters the evolution of prices in hotels. And the INE data are in that case even clearer: the so -called daily average rate (ADR), which shows the daily average income obtained by occupied room, has grown at a good pace in the last years. The data varies depending on the month (as does the flow of tourists), but if we take as a reference August the progression is clearly appreciated: in 2024 it was 146.9 euros, in 2023 of 136.8 and before the pandemic, in 2019, it was at 109.3. In December it was 117, the largest ADR at the end of one year. Are there more clues? Yes. The income by available room and what the INE calls “Hotel price indices” (Iph). The latter is an interesting clue because it shows the evolution of prices that apply to customers housed in hotels, from the optics of the offer and including both normal rates and those charged on weekends in professional circuits, such as Turoperadores, large groups and companies. In December 2024, the iPph was 144.8 compared to 137 of the same month of 2023 and 109.7 of 2019, just before the pandemic. In general, it is the highest indicator for a year closure of the entire historical series, which starts in 2002. In its analysis, the INE takes into account all LPS Hotels, from the most basic to the five stars. Click on the image to go to Tweet. Going down even more in detail. A few days ago economist Ángel Talavera shared in X A series of data of Oxford Economics and Hover Analytics that help to better understand how hotels prices in Spain have evolved over the last five years. Specifically, it indicates the last rise in the rates, but above all its increase with respect to those charged before COVID-19. “Already almost 40% above prepandymia prices, which represents 20% more expensive by adjusting for inflation,” Precise The expert. Your data They reflect an increase in income from available room even greater, of almost 50%, and they arrive accompanied by some interesting reflections, such as the businesses that rise most are precisely those most expensive and cheapest, standing out with respect to intermediate accommodations. Comparing with the CPI. Another of the keys indicated by Talavera is the evolution of the cost of accommodation with respect to the evolution of IPC and the differences between them. The expert appreciates a clear “decoupling” Since mid -2022, with a significantly higher increase in hotel prices. The data The Ministry of Industry and Tourism also help to get an idea of ​​the evolution of the General Price Index and the specific tourism and hospitality. The trend is especially interesting in recent years, coinciding with the rise in rates in accommodations, largely driven by destinations such as Marbella or Ibiza, with historical prices. The data correspond to full years, except in the case of the current exercise. And what are the reasons? There are several keys. The economist points out an especially interesting: the double speed at which national and abroad tourism progresses. The data of Hotel occupation The INE shows that while the second grew 8.2%, that of the residents experienced a slight fall. TO The less at the country’s lodging receptions its number decreased 0.7%. Among the foreigners, the arrivals of the United Kingdom, Germany or France, countries with a per capita income higher than the Spanish. Over the last years the sector has also been marked by The boom of holiday rental, which has already forced the administration (both The central as at the level regional and local) to move file to control its impact on the residential market. The INE also shows how the Price index Tourist apartments has increased sensitively. Images | Martijn vonk (Unspash) and Segitur In Xataka | Spanish tourism faces the real risk of dying of success. There are already guides that advise three of its great destinations

The difference between measles data in the United States and in Spain is in vaccines and is summarized in a figure: 95%

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During these last months part of our attention has been placed in respiratory viruses such as The fluthe respiratory syncitial virus (RSV), and other viruses typical of these dates. This must be added Other epidemics such as gastroenteritis, also common on these dates and the avian flu epidemic that is causing serious problems in the United States and also threatens our wild and corral birds. While some of these viruses dissipate until next season, one returns with surprising strength: measles. The outbreak in the United States. Several measles outbreaks in the United States have already left 93 cases detected and 23 hospitalizations. At least 86 of these cases have been associated with three outbreaks, being the state of Texas the most affected, the state in which the first cases were detected. Some experts, such as Rekha Lakshmanan, of The Immunization Partnership, in Houston, see these figures such as the tip of the iceberg. “I think this will go worse before improving,” he explained in statements collected by Kff Health News. Texas is one of the more than 35 states in which the vaccination rate is below 95%: According to estimates Of the Centers for Disease Control and Prevention (CDC), the southern state has an estimated vaccination population of 94.3%. By ages. CDC data indicate that most cases have occurred between children and adolescents: 28 cases in children under five years (30% of cases), and 48 cases between children and young people among five and 19 years (52%). The measles virus. Measles is an infectious disease caused by a virus that especially affects the child population. It is a disease that spreads easily (at least among unbound people), through contact with nasal fluids, mouth or throat. The incubation period ranges between 10 and 14 days after exposure to the virus, after which the symptoms. The most characteristic of them is a cutaneous eruption that lasts between four days and a week. The list of symptoms can include other varied such as red eyes, cough, fever, muscle pain or nasal congestion among others. Measles is a potentially lethal disease in certain circumstances. Although complications are more frequent in adults, the main risk occurs in malnutrition contexts and is associated with vitamin A deficiencies, so it is developing countries that usually see mortality associated with this virus. Vaccine. Measles had disappeared from many countries thanks to the effectiveness of the disease vaccine. Measles immunization is done through the known Triple viral vaccine or SPR (for the three diseases that it tries to prevent: measles mumps or mumps, and rubella). The situation of measles in Spain. The situation is very different in Spain: so far from 2025, 110 cases of infection in Spain have been recorded according to the latest data from the National Epidemiology Center (CNE). As recently explained López Perea in an informative session organized by Science Media Center Spain, the cases registered in our country are due to small outbreaks with no more than a dozen cases due to outbreak. Many of these cases are concentrated in Euskadi. The Basque Autonomous Community has counted 41 cases of the disease. The total number of cases implies that we walk to a rebound with respect to 2024, the year in which 217 contagios were recorded, explained Sergio Ferrer, of SMC. Another substantial difference between the American outbreak and the shoots in our country is in the population affected by them. In the case of Spain, cases tend to affect adults and not minors. 95%. Spain has a good vaccination coverage against measles. The 95% figure is usually considered the limit of group immunity for this virus. In other words, a 95% coverage allows to stop the expansion of this virus. In the 2019-20 academic year, the vaccination rate In American nurseries it was 95.2%. Today has passed to 92.7%. In Texas, although the rate is higher than the US average, the figure is still below the 95%brand. According to the CDC data95 % of the cases detected occurred between unaccoured people or whose vaccination status was unknown. The remaining 5% occurred between people with a vaccine of the two that form the complete pattern. In Xataka | The myth of the 37º: we are increasingly clear that there is no “normal” body of the body Image | CDC

The new data almost rule out the impact

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The impact probability of asteroid 2024 YR4 has fallen from 2.8% to just 0.16%, according to the Coordination Center of objects close to Earth Earth. NASA, meanwhile, has gone from an estimate of 3.1% (The highest since these records exist) at 0.28%. Almost-off risk. Space agencies have more and more data from 2024 YR4 because they have been incorporating new observations throughout their exhaustive monitoring of the asteroid. Therefore, and although it has been fluctuating in recent weeks, the most reliable estimate of its trajectory is what the European and NASA space agency has just published. With A possibility between 625 that the asteroid falls on Earth on December 22, 2032 (one between 357, according to NASA), ESA believes that we can soon rule out all the risks associated with 2024 YR4. What has changed. The new observations from large telescopes such as the Great Canary Islands Telescope, 10 meters in diameter, have allowed astronomers Reduce the uncertainty window in its calculations on the asteroid orbit. The range of options has been closed that the object crosses the earth in 2032. With current information, the Earth is on the verge of probability distribution, on the edge of that uncertainty window. If the fan had continued closing with the earth in the center, the probability would have continued to rise, but now the planet, to explain it visually, is about to get out of the graph to stop being a concern. The Webb will help discard it at all. The Webb Space Telescope, with its extraordinary sensitivity to observe infrared, will be key to rule out the probability of impact. The asteroid is moving away from Earth at this time, But the Webb can continue seeing it until Mayunlike the normal telescopes they observe in the visible. The observation hours already reserved by NASA, ESA and the Canadian Space Agency with the Webb Telescope will be extended until May. Among other things, these sessions will determine the size of the object, which is estimated between 40 and 90 meters, in the absence of knowing the reflectivity of its surface. Chronology of an asteroid. 2024 YR4 was discovered on December 27 by the last system of land impact of asteroids (Atlas) from Chile, but did not caught the attention of astronomers until Automatically appeared on NASA’s Sentry list on December 31 for its impact risk greater than 1% with the planet Earth. The asteroid will go down in history as the first object for which activated the planetary defense action protocols established by the UN in 2018. Since then, space agencies have coordinated as many observatories as possible to follow it carefully. In May they will meet to deide what to do, unless the danger has been completely discarded. Image | THAT In Xataka | The impact probability of asteroid 2024 YR4 has risen to 3.1% (1 of 32): why the UN waiting for May to act

Reviewing data almost 30 years ago, scientists believe they have identified a new ocean in one of Jupiter’s moons

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On September 21, 2003 the Galileo probe He was immolated in Jupiter’s dense atmosphere, the planet he had been investigating for almost a decade. 30 years after the arrival of the probe to the Jovian orbit and more than 20 years after the end of its mission, the NASA probe continues to offer us new information thanks to the old data that it sent us in its day. A new oceanic world. The study in question has indicated that Calisto is “most likely” an ocean world, a rocky body covered by a layer of water at least in a liquid. The key to the new study has been in a more exhaustive use of the data provided by the Galileo mission, including all its magnetic measurements. Callisto Callisto It is the satellite farther from your planet of Among the so -called four Galilean moons of Jupiter. It is also the second largest moon of Jupiter, with a simular size to that of mercury but with a remarkably smaller mass. One of the most striking details is its surface full of craters which gives Callisto an appearance “similar to a golf ball” The suspicion that this satellite hid an ocean inside It is not newbut the intensity of his ionosphere had been a limit to our ability to study the interior of the Jovian moon from a distance. The reason is that researchers They believed That the satellite ionosphere, an electrically and located conductive region located in the highest layers of Calisto’s atmosphere, could be “imitating” the magnetic footprint that would emit a hypothetical salt and conductive water ocean. That is, astronomers could not know if the magnetism detected proceeded from outside or inside the moon. A new look. New data and analysis tools have allowed to solve this issue. The team responsible for the new study incorporated the set of measurements Magnetic available from the eight occasions in which the Galileo probe survived Callisto. Combining methods. The team combined the analysis of the data obtained by Galileo with a model that simulated Calisto’s ionosphere. They compared the results of the observations with what the suggested in the theoretical model. From the results obtained, the team responsible for the study concludes that the satellite ionosphere cannot by itself explain the magnetism detected, but that the existence of a salt water ocean under the surface of the moon could contribute to the observations. The results therefore suggest the existence of such an ocean. The details of the analysis and its results have been published In an article In the magazine AG ADVANCES. The oceanic worlds of our solar system. Calisto is just one more in The list of candidates To oceanic worlds in our solar system, a list that includes different bodies in which we believe, with greater or lesser degree of certainty, that there are oceans. This list includes other moons such as Europe, Ganymedes, Lord it, Triton, and also a dwarf planet: Pluto. These planets are of great interest to astrobiology since they are the main candidates to house life or the appropriate conditions for the emergence of this in our space neighborhood. That is why a whole new generation of probes is focused on The study of this type of environments. The list includes NASA’s Europe Clipper Mission, and Juice (JUPITER ICY MOONS EXPLORER) of the European Space Agency. The first will be focused on analyzing in depth the moon Europe while the European mission will travel to several of these frozen worlds to collect information about what their layers of ice hide. To these missions, China Tianwen-4 could be added, whose observations could also give us important data about Calisto and his hidden ocean. In Xataka | Juno has just given us an image we had never seen: lava rivers in a Jupiter satellite Image | NASA/JPL/DLR

An AI system will process a data flood

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Madrid and other parts of Spain are being filled with cameras with artificial intelligence (AI). The City Council of the aforementioned city has been expanding its ambitious video surveillance system, focusing on points of great influx of public roads. But the expansion of these technologies does not stop there. In parallel, Renfe is developing an intelligent security system, where algorithms play a key role. Cameras in more than 400 vicinity stations. The rail transport company The installation has ended of an intelligent video surveillance system in 415 seasons of vicinity throughout Spain. The same has several pieces, among which IP cameras, CCTV recorders, video analytics servers and, as we said, algorithms of AI that give life to what they have called “spaces of high predictive security.” How does the new Renfe smart video surveillance system work? Traditional video surveillance systems depend on human supervision: it is the operators who must identify situations that require intervention. However, technology is reliefing this load when analyzing images in real time and sending automatic alerts to security centers when necessary. In the case of Renfe, the cameras are connected to the analytical servers of each station, in charge of detecting maximum afor and agglomerations. In addition, they allow identifying those who try to sneak into the accesses, falls in platforms or roads, fires and acts vandalism such as graffiti or damage to the furniture. The alerts arrive directly to the 24 -hour Safety Center of Renfe, promising to speed up the response to incidents. The rail operator recognizes that her security system had been obsolete. Although it had thousands of cameras spread over hundreds of stations, they lacked the technology necessary to integrate into the new monitoring system. To solve this limitation, the RS3 project (Renfe Smart Security Station) was launched, whose first phase has just concluded and whose second phase will begin in March. A millionaire investment. The project has a budget of more than 32 million euros and aims to modernize 597 stations distributed among the 12 Cercanías and Rodalies nuclei. The first phase, already completed, has been an investment of 25.8 million euros, while the second, which will cover the renewal of the systems in 182 additional stations, will have a budget of 6.5 million euros. Financing comes from the NextGeration funds of the European Union. What about the data collected? Every time there is talk of data collection, the doubt about the impact on user privacy arises. This makes sense if we take into account that European legislation is very strict in this regard. Renfe’s new video analytics system manages a large amount of data, but the company says it has taken measures to comply with the existing regulations. The system collects video images anonymously. Does not capture or record audio. Nor is biometric data. Processing is performed automatically with AI. The data collected are eliminated after “milliseconds.” In the case of the standard video surveillance system, the images are preserved last a maximum period of one month. The company’s privacy policy for your video analytics system states that users can exercise their rights, including the right to oblivion, opposition, suppression or limitation of data processing, sending an email to rights.viajeros@renfe.es. In addition, it offers A detailed map with the stations that already have the new security system. Images | Renfe (1, 2, 3) In Xataka | Facial recognition has been expensive for an Alicante company: a fine of 220,000 euros for signing with biometry

It also protects you from phishing and data leaks

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Internet has become a vital tool, to the point that we spend several hours a day sailing. Doing doing it as surely as possible is vital to safeguard our data, especially now that there are so many data leaks or identity supplantations. Common sense can help us, although going to an additional tool is A movement that can save us more than one problem. One of the most outstanding is Kaspersky, especially its premium plan, reduced right now to the 34.99 euros a year. Kaspersky Premium – Annual * Some price may have changed from the last review Your safety and your family, at another level with Kaspersky Premium Kaspersky is a company that has been a reference for years in Internet security. It is true that its antivirus facet is almost always taken into account (both for PC and MacOS, iOS and Android), But the reality is that it offers much more. Especially if we take into account its Premium Kaspersky Plan, the most complete of all. One of the key points of this service is your call ‘Identity protection‘. Thanks to it, the service will detect when anyone tries to access our data remotely. In addition, we can also have a kind of Wallet Digital where to store our ID, the card or delicate information to avoid any type of identity theft. And that is not all, because we will also receive a notification if our data or telephone number appear in some data filtration. Speaking of identity and impersonation, it is also worth highlighting its’Antiphishing‘. It has a system capable of identifying links Phishing In emails or on web pages, automatically blocking those that it detects as fraudulent, thus avoiding clicking on one for an oversight. Kaspersky Premium – Annual * Some price may have changed from the last review This Kaspersky service normally has a price of 79.99 euros per year, but right now A 56 % discount that leaves it in the 34.99 euros a year we have mentioned previously for the first year. In addition, this subscription includes a free year of Kaspersky Safe Kids, ideal if we have children at home and we want their internet navigation and experience to be as sure as possible. And eye Some of the links of this article are affiliated and can report a benefit to Xataka. In case of non -availability, offers may vary. Images | Kari Shea in Unspash (with edition), Kaspersky In Xataka | Wi -Fi, configuration fund guide: everything you have to know to improve your connection In Xataka | These are the two things I recommend doing if you want to improve the safety of your accounts and you are not sure how to start

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

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

GPT-4.5 It is the demonstration that using more GPUS and more data is no longer useful

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In the last two years we have seen how companies that develop AI models have not stopped showing voracity almost without limits. They bet on climbing and using more data and more GPUS to improve those models. However, there has been a surprise: it turns out that this strategy no longer works. GPT-4.5 will be the last of your lineage. We have always associated with chatgpt with the traditional models “that do not reason”, although in recent times it also gives Access to reasoning modes. Even so, its current base is GPT-4Oand that model will have a last successor. It will be GPT-4.5, which will not be renewed. That is precisely the interesting thing. Climbing no longer serves much. As they point out experts like Gary MarcusGPT-4.5 It seems to be the finding that spending more and more money on climbing, using more and more GPUS and data to train models no longer makes no sense. OpenAi’s hope was Orionwhich aimed to be GPT-5, but it is not: it is (probably) GPT-4.5. Shock against a wall. The jump in performance and capacity It was never the expectedwhich resulted in the deceleration of AI. At least, of the generative AI that does not reason. That of course seems to have collided with a wall, and can no longer improve. We are, in the face of a change of total focus towards reasoning models. It is happening to all. GPT-4.5 is the acceptance of this new reality by OpenAI, but there are many other AI companies that are in the same situation. The new versions of the models “that do not reason” do not just arrive. Grok 3 does not arrive and Xai is staying behindbut we have also not seen Claude 3.5 successor and we don’t know what Anthropic is working. Google just Present Gemini 2.0but the leap in capabilities with respect to Gemini 1.5 is not spectacular, at least if we do not take into account its reasoning version, Flash Thinking. I told you. Experts like Yann Lecun, head of goal, since warning that this strategy of “more data and more GPUS” had an expiration date. Ilya Sutskever, Openai co -leaflet and now with her own startup of AI, It also made it clear months ago. For him the massive training of an AI model using a large set of data without labeling so that the model detects patterns and structures no more than itself, and even trying to do it more and larger, also did not offer too many advantages. So, why spend so much money? If traditional models can no longer advance with that climbing, the question is obvious: why are companies investing billions of dollars in data centers? The answer is diverse. First, the climb is still useful to improve the models and make them behave better and comment less errors. Data centers make sense. But it is also the section of inference: that gigantic infrastructure in which companies are investing is not so much to train models with the traditional approach, but so that hundreds or even billions of people end up using AI in their day continuously. That is the current bet. That live the models that reason. The deceleration of the AI ​​that takes time speaking is not “of the whole AI”, but as we say of the traditional generative models that did not reason. The new models such as O1, Deepseek R1 or Gemini 2.0 Flash Thinking are clearly the trend: increasingly precise and with answers that have more and more quality and really help us to trust them. To do work for us almost “blind.” We have advances in AI for a while. The AI ​​still has a long way forward. That the climbing approach (more Gpus, more data, this is war) does not make much sense, because there are other paths. Many. And that of reasoning models is just one of them. Image | Amazon In Xataka | OpenAi wants to be the new Google with GPT-5: You will ask and the AI ​​will already decide how it answers you

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

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

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