dominate

Microsoft wants to dominate AI to gross power blow

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Think of a complex so extensive that it could be confused with an industrial city, where each square meter is designed so that the artificial intelligence Do not stop for a moment. Thus the new Microsoft campus in Wisconsin (United States) is configured. The goal they announce is overwhelming: Render ten times more than the fastest supercomputer of the moment, a message with which they want to make it clear that the battle for AI is played on the computer scale. A data center of this type does not resemble that of a traditional cloud where emails or web pages are housed. It is conceived to train and execute large -scale AI models, such as those that drive applications such as Chatgpt either COPILOT. According to the American company, the project will materialize at the beginning of 2026, after an initial investment of 3.3 billion dollars. When the cloud becomes concrete, steel and many chips The cloud does not float in the air. It rises on concrete soils, with metal structures, pipes and cables that travel underground kilometers. This is how it actually materializes, and Fairwater It is intended to be the most ambitious sample of it. According to Satya Nadellathis campus will become a strategic piece to hold loads that demand each time More energy and computing capacity. In the IA competition, having data centers of this scale is more than a matter of competitive advantage. Fairwater’s key is how it organizes all that calculation power. The company explained that each rack integrates 72 GPU Nvidia Blackwell, Linked through NVLink and NVSWITCH to share up to 1.8 terabytes per second and access 14 terabytes of grouped memory. Of course, he has not detailed the exact number of racks that the campus will have and has limited himself to talking about “hundreds of thousands of accelerators” in total. Together these systems will work as a single supercomputer capable of processing 865,000 tokens per seconda figure that gives an idea of ​​the magnitude of the project, and will be part of a global network of the Azure Network Wide Network Wide Network Beyond the technology that houses, Fairwater impresses with its physical dimensions. It rises on a land equivalent to more than one hundred hectares and adds more than 110,000 square meters of built area. Civil works, according to Microsoft, has required huge figures: 75 kilometers of foundation piles 12,000 tons of steel structure 193 kilometers of medium voltage electric wiring 117 kilometers of mechanical pipes Refrigeration is one of the great challenges of any data center, and in Fairwater becomes even more critical for the chips density it houses. According to data from the Wisconsin Climatology Officethis state presents a Very marked thermal amplitude: In winter, minimum temperatures can fall below 0 ° C with abundant snow, while in summer stockings greater than 25 ° C are reached with high humidity. This variability forces us to have infrastructure that does not depend on a favorable climate, unlike locations in northern Europe where constant cold becomes a natural ally. That is why Microsoft has opted for a liquid refrigeration system in closed circuit that only requires water once during construction and then reuses it without loss. According to the company, more than 90% of the capacity works with this method, supported by the second largest water coolers in the world and in 172 six -meter -high fans that help dissipate heat. The rest of the infrastructure takes advantage of the outer air, but changes to water in the hottest days, when the temperature and humidity exceed what the environment can offer. It is a design designed to maintain efficiency throughout the year in a place where the weather does not always play in favor. Behind Fairwater there are more components designed to sustain datasets massive No bottlenecks. Let’s look at some of them: Total capacity in exabytes “Five soccer fields” size systems More than two million reading/writing operations per second in each cloud storage account Its own system that accelerates access to data and reduces latency, guaranteeing that GPUs never stop Enough optical fiber to give 4.5 turns to earth. Fairwater is, for the moment, a project under construction and many of its promises must still be tested. Microsoft states that when starting at the beginning of 2026 it will be able to perform until ten times more than the fastest supercomputer of the world, although it does not need which one refers to. The true magnitude of Fairwater will only be known when we enter into operation and we can contrast if those figures are fulfilled beyond paper. Images | Microsoft (1, 2, 3, 4) | Xataka with Gemini 2.5 In Xataka | Huawei has a plan to advise Nvidia in China: a supernod of 15,000 processors

the 15,000 ninja companies that dominate key niches without anyone knowing them

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China not only manufactures giants such as Alibaba, Tencent or Tiktok. He has built meticulously An army of 14,600 “small giants” that dominate fundamental industrial sectors, but without making noise. Why is it important. While in the West we follow the track of BydXiaomi, Bytedance or Huaweithese specialized SMEs are those that control the pieces of the industrial puzzle. Sensors, aerospace components, specialized semiconductors: the niches where technological supremacy is really won or lost. The context. He “Little Giants” program He was born in 2015 as part of “Made in China 2025“Its objective: push highly specialized medium -sized companies to develop competitive advantages in specific sectors. A surgical model against the model of large state companies. There are 15,000 “small giants” with official certification. Almost 90% are in the manufacturing sector. More than 80% focus on emerging strategic industries such as integrated, robotic or aerospace circuits. And almost 5,000 work in AI AND CLEAN ENERGIES. That is happening. Each “little giant” receives state support to dominate a specific niche. Submarine cables, superconductor materials, quantum sensors, satellite systems … technologies that seem lower but vital for global supply chains. And for Chinese military development. Some examples: Leaderdrive: Specialized in precision harmonic reducing. Endovtec: Develop advanced endovascular devices. Phabuilder: Biotechnology to produce industrial materials. Acoinfo: Develop real -time industrial operating systems. Guizhou Anda: Battery materials, supplies Catl and Byd. WELION: solid state batteries of high energy density. JIASHIDA Robot: Domestic cleaning robots. It is no accident that The United States has already included many of these companies in their blacklist. They are the real threat: not the brands that anyone knows, but those that manufacture the components that make the world work. This “unique champions” strategy makes medium -sized companies practically monopolies into ultra -specialized sectors. Result: If you need a certain type of semiconductor or components, you have no alternative. And that company is subsidized, protected and backed by the Communist Party. Outstanding image | Acoinfo In Xataka | China has an ambitious plan to overcome the West in Technology. And he has already chosen his 18 companies to get it

They begin by dominating a sector and then wanting to dominate them all

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Mark Zuckerberg already dominated social networks, so in 2013 Facebook tried to conquer our mobiles. Launched Facebook Home As a android pitcher, and increasing an agreement with HTC so that this firm would launch its HTC First With that pre -installed interface. That It was a failure. The fault was mostly on Facebook Home, which after a few hours on Google Play achieved a doubtful milestone: that almost 50% of those who described it They put a star of five possible. The pitcher was not quite bad for intensive users of the social network, but it was terrible for everything else. The firm had already tried to raise its entry into the HTC mobiles. He did it in 2011 with a dedicated button that surely nobody remembers and that probably condemned The HTC Chacha and HTC sauce But both in them and two years later it was clear that this was not the way. Facebook abandoned that ambition – which too He infected Amazon– And he focused his efforts in other areas. He wanted to be “Todista”and it didn’t go well. It is not the only one who wanted to dominate everything in the technological field. It is something that great technological ones have accustomed us. Microsoft is a good example: after dominating the PC and the office environment tried to sign up for trends such as those raised by the iPod (The Zune went wrong), The search engine (Bing has achieved grow slightlybut not too much) and mobile phones (what a shame, Windows Phone). He wanted to be Todista, but failed. And let’s not forget that Google, which dominates in searches and is part of the iOS-Android duopoly launching its own social network. It was just as evil (or worse) as Facebook about the mobile: Google+ is unfortunately, One of the great failures in its history. Even Apple wanted to get (supposedly) in cars and ended canceling the Project Titan. Here it is surprising that Apple failed to get into that field and a much smaller company like Xiaomi advanced it on the right (to every tablet) with the Spectacular Xiaomi Su7by the way. The Chinese manufacturer is in fact a small case of success of “Todismo”, and in fact perhaps it would be to reflect it with a face change. Even Amazon wanted to get his own mobile. It came out fatal. The last to launch that search For “all” is OpenAiwhich already has a really popular product (Chatgpt) with which he is trying to conquer other markets. The first, the searches, with Chatgpt Searchbut now they even chase Your own social network and even Your own browser “If they can’t get Get with Chrome-. It is a legitimate ambition, above all, and, as in the rest of the cases, reasonable. When you already have a successful product, use it as a lever to conquer new land and that all your ecosystem features is a logical option. They tell Apple and the iPhone. But even for them, that it works in certain cases does not mean that it works, much less always or that it does it especially well. Apple Music and Apple TV+ have undoubtedly contributed to strengthening the company’s ecosystem, but these services They are not winning In its segments. Apple does not even need something like that, because they are serving as another element of their offer, and that is already a triumph for them. However, again and again we find that this philosophy of “everyone” never just went well. And that does not confirm our well -known saying, which Silicon Valley leaders should take into account. Who covers a lot, Little squeeze. Image | Xataka with chatgpt In Xataka | Silicon Valley has changed to his prophets. The messianic CEO is back

The new Chinese tariffs are a mosquadilla for Apple. It is just what Huawei needed to dominate Asia

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China has not taken to respond to new tariff rates imposed By the Trump administration, further increasing the pressure on this commercial war scenario. The new situation. After the Last climb announced on April 3the tariffs that the United States applies to imported products from China already reach 54%. In reciprocal response, China has announced a new 34%rate package. The US rates enter into force on April 9 and those of China on April 10, with a day of strategic difference. A margin that opens the door to possible last minute negotiations to adjust or avoid the implementation of tariffs, giving time to both countries to search for agreements before the measures impact their economies. In this stage of tariff chaos there are two very important actors for the Chinese market: Huawei and Apple. The golden opportunity for Huawei. Huawei is positioned as a key actor in technological matters with strong government support. At the beginning of 2025 it has become the Second manufacturer in Chinabehind living and just ahead of Apple. Beyond smartphones sales, Huawei is a crucial company for the country in relation to network infrastructure, manufacture of multiplatform semiconductors and software. Currently, the company is a symbol of technological self -sufficiency, both in software and hardware. Huawei recently announced his plans to abandon Android in favor of Harmonyosa system designed for the Asian market (at least, for now), with its own development and without a trace of foreign code. Similarly, the company has been in full commercial fight for years to be competent in the manufacture of semiconductors, currently blocked in seven nanometers lithographybut having achieved your own manufacturing With the support of SMIC, the Chinese giant for chips function. Quota dance. Only 1%market share separate (17%) from Huawei (16%), and with an Apple (15%) that could be out of the map after the entry into force of a new 34%tariff to American products, the scenario that is drawn is that of an absolute leadership by Chinese manufacturers. For Huawei, who has been climbing positions for a few years, it is the best possible scenario. The company is resuming its position in the market thanks to the support of the Chinese government (who has invested in national machinery for chip manufacturing and provides tax exemptions to technology like this). It will not be the only beneficiary. With the exception of Apple, China is a market in which national companies cover full sales photography. I live, Huawei, Oppo and Honor are the best -selling brands, with quite similar figures and market share. China has been a key market for Apple for years. At the end of 2024, this territory meant about 30% of its income. However, in the first quarter of 2025 and in the middle of the commercial war, Chinese participation in Apple’s income fell to 15.83%. An even more aggressive tariff would mean an important setback for the American company, who now faces a complicated scenario in which tariffs to countries like Vietnam or India put their manufacturing and margins strategy in check. Five days of doubt. The reciprocal tariffs between the United States and China threaten to shake the entire world, from the drop in stock market and increase in the manufacturing costs of companies outside technology such as Niketo the hard blow suffered by practically All Big Tech. Next week it will be crucial to know if there is room for negotiation, or if the commercial war is about to start its crudest phase. Image | Xataka In Xataka | Huawei no longer competes: he is building his own parallel reality

Japan’s only hope to dominate the chips industry is an unknown: Rapidus

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The Taiwanese company TSMC and South Korean Samsung are the two semiconductor manufacturers that have the most advanced integration technologies in production. In fact, both manufacture Integrated 3 Nm circuits Since 2022. However, for many months The performance by wafer They obtained was very improvable, which transformed their nodes of 3 Nm into a bottleneck that perceptibly increased the cost of these chips. Three years later the 3 Nm nodes of these two companies are much finer. His performance by wafer has increased perceptibly and presumably is already exceeding 70% established by the semiconductor industry as a reference. Currently these two companies are in a relatively comfortable position, but there is a company that seems to be prepared to disturb them. To them already intel. His name is Rapidus corporation, he is Japanese and plans to manufacture 2 Nm semiconductors with an unpublished technology and unbeatable mate performance. Rapidus is the spearhead of Japan In 1988 NEC, Toshiba, Hitachi, Fujitsu, Mitsubishi, Matsushita and other Japanese companies hoarded nothing less than 50% of the chips industry. However, today none of these companies is positioned among the leaders of a sector dominated with iron fist by Taiwanese, American, Dutch, South Korean and German companies. Whatever the government of Japan is determined to recover its ancient glory. The administration led by Shigeru ishiba claims the preeminent position he had in the semiconductor industry three decades ago. Its economy is at stake. But it has a plan. And it is already underway. In fact, he began to display his strategy to reinforce his integrated circuit industry more than two years ago, so the first results begin to see the light. Japan is currently investing more money in its integrated circuits sector than the US, Germany, France or the United Kingdom Japan is currently investing more money in its sector of integrated circuits than the US, Germany, France or the United Kingdom. Not in terms of net value, but its effort is greater if we weigh the investment of these countries on their gross domestic product (GDP). The US dedicates 0.21% of its GDP to its semiconductor industry, and Germany 0.41%. France, according to Nikkei Asia0.2%, and, finally, the United Kingdom 0.04%. The difference is very significant and puts on the table the effort that Japan is making with 0.71% of its GDP. As expected, Japanese companies have a leading role in the reconstruction plan of the Japanese chips industry. Tokyo Electron, Canon and Nikon are the main designers and manufacturers of integrated circuit production equipment. AND JSR Corporation leads the production of photorestoning materials. Curiously, it is necessary to pour these fluids on silicon wafers with the purpose of preparing them for the transfer of the geometric pattern that delimits the distribution of transistors, connections and other elements that make up an integrated circuit. The surprising thing is that, in reality, none of the companies I just mentioned is the best trick of Japan to catapult the competitiveness of its semiconductor industry. Not even JSR, which, as we have just seen, leads the manufacture of photorers. The company that is intended for compete from you to you With TSMC, Intel or Samsung in the chip production market is Rapidus corporation. In fact, it has been expressly created to replace Japan at the forefront of integrated circuits. This company’s website explains the background that has triggered its constitution and its purposes in The following six “commandments”: The importance of semiconductors has increased, and, at the same time, the growing concern for the decline of the chips industry in Japan has done so. The role of semiconductors in economic security has become an urgent matter. Many integrated circuit factories are located in Taiwan and Continental China. Given the increase in the use of semiconductors in cars and artificial intelligence, as well as the added value of the chips in the devices that will arrive during the next decade, it is necessary to guarantee manufacturing in Japan. After the summit between Japan and the US, both countries are developing next -generation semiconductors. It is necessary to establish 3D LSI technology (Large Scale Integration o large -scale integration) next -generation and Nanosheet Gaa (Gate-alall-around) in collaboration with the US and Europe, as well as build a cooperation framework with the manufacturers of materials and equipment in Japan and abroad. Our purpose is to establish an integrated circuit factory of 2 Nm avant -garde in Japan. The first four precepts recognize to what extent Japan has lost the relevance that had decades ago in the chips industry and support the need for rebuild a sector which currently has a strategic role. And the last two slogans outline the objective of Rapidus in the short and medium term, which goes through competing in The incipient market of 2 nm semiconductors in which this year TSMC, Intel and Samsung will enter. Rapidus is making a circuit manufacturing plant integrated in northern Japan in which it plans to produce 2 Nm chips Rapidus is a very young company. It was founded on August 10, 2022 by the Japanese government with an initial capital of 7,346 million yen (just under 46 million euros) contributed by, and here comes the interesting, Sony, Toyota, Nec, Softbank, Kioxia, dense , Nippon Telegraph and MUFG Bank. The initial capital invested in the constitution of this company is not very bulky, but there is no doubt that the companies that participate in it have an indisputable relevance in the sectors of technology, automotive and telecommunications. Rapidus is currently putting a circuit manufacturing plant integrated in northern Japan, in the city of Chitose (Hokkaido), in which it plans to produce semiconductors of 2 Nm. According to Nikkei Asia The first prototypes of these chips They will be ready in April 2025but large -scale manufacturing will not arrive at best until 2027. So far there is nothing really surprising because presumably at that time TSMC, Samsung and Intel will already be manufacturing integrated circuits with comparable lithographs. Rapidus’s competitiveness … Read more

Saudi Arabia has sealed a key pact to dominate the AI

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Saudi Arabia is launched into the conquest of the Artificial Intelligence (AI)entering fully into the battle to lead one of the most promising businesses of the moment. The country, whose economy continues to depend largely on oil, has been looking to diversify its sources of income for years. A key piece of this ambitious plan is neom, A futuristic city that, for now, resembles more an industrial estatebut that aspires to become a luxury tourist destination and an innovation center. Oxagon, the city’s industrial center, will be the headquarters of a huge 1.5 Gigaw Data Center. Until now, most of the language models we use have been trained in infrastructure that operated on the megawatt scale, but the industry is stepping on the accelerator towards the gigawatts. There are the projects announced by goal and Oracle To prove it. This runaway growth is also exerting pressure on the energy sector of many countries. A “sustainable” project raised in several stages According to a statement released this weekthe Saudi Datavolt company will be in charge of leading the works. It is not yet clear if they will begin this year, but it has been confirmed that the data center will be built in phases. The initial investment, of 5,000 million dollarswill allow operations to start in 2028. From then on, the capital flow is expected to continue and that the works continue to advance until reaching the expected power, all under a “sustainable” approach. The announcement indicates that the data center will have “an integrated high density computer ecosystem and an energy efficient infrastructure.” One of the promises of the NEOM is sustainability. The government has promised that it aims to produce “100% clean” energy from sources such as solar energy, wind energy and the largest hydrogen plant in the world. It is no secret that they will need a lot of energy to boost this and other AI data centers in the place. The International Energy Agency (AIE) He has indicated thatin 2022, the global electricity consumption of the data centers was between 1 % and 1.3 %, and everything indicates that it will continue to increase significantly in the next decade. This scenario is promoting a Resurgence of nuclear energya source capable of satisfying the needs of large data centers and doing it stable. Now, it remains to be seen if Saudi Arabia, that still does not have nuclear plantsHe will advance in his plans. As Datavolt has pointed out, the project aims to turn Saudi Arabia into a regional reference in digital innovation and artificial intelligence. However, it is not the only country in the Middle East that aspires to lead this technological career. United Arab Emirates is also betting strongly in that regard, and proof of this is its recent multimillionaire investment To lift in France a 1 Gigavatio AI data center, part of the largest AI campus in Europe. Images | Neom | Datavolt In Xataka | Neom seems crazy, but Saudi Arabia does not take the brake and begin to build a cube in which 20 Empire State fit

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