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Telefónica leaves Wall Street through the back door. Goodbye to almost four decades in the largest market in the world

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Telefónica has started the procedures to delist your shares from the New York Stock Exchangewhere it has been listed since 1987. The securities will stop trading on Wall Street in a matter of days once the documentation is filed with the SEC. The telecom will only maintain its listing in Madrid, in the Spanish continuous market. Why is it important. The movement closes a symbolic chapter that began when Telefónica became the first Spanish company to be listed on the largest market in the world. But the symbolism was left behind: today maintaining that presence involves high administrative costs and regulatory demands that no longer compensate. The trading volume in New York is residual and investor interest is practically non-existent. The context. Telefónica’s stock has fallen more than 90% in the last fifteen years. Its current valuation is on the floor, very far from that giant that in the nineties became the most valuable company in Spain. The dividend, which for years was the main attraction for conservative investors, has been successively cut, the last time this quarter. Buying in Madrid is more direct, cheaper and with the same liquidity as in New York, where securities are hardly traded. Between the lines. This decision fits into the strategic plan presented in November by Marc Murtra, focused on aggressively reducing costs. Telefónica has been lowering its blinds on all fronts: Sold subsidiaries throughout Latin America except Brazil. Reduced the dividend. Presented an ERE which is ending its negotiation phase. And now it is abandoning stock markets where being present no longer adds value. Also will stop trading in Lima. The figure. 4,554 departures are contemplated by the ERE that was agreed this Wednesday with the unions, 26% of the workforce in Spain. Cost savings are the obsession of the new management: 3 billion annually until 2030. Yes, but. Investors who have ADR certificates (American Depositary Receipts) will be able to exchange them for common shares in Spain or hold and trade them in US over-the-counter markets. Telefónica will provide both options, although it is evident that it prefers the first. The background. The exit from Wall Street is not an isolated or recent decision: The telecommunications sector has lost interest from investors, especially in Europe. It is a mature business, highly regulated, with tight margins and little ability to surprise. Telefónica today is a very different company from the one that debuted on Wall Street: smaller, more regional, more European. Its new strategy focuses on four markets (Spain, Germany, the United Kingdom and Brazil) and on consolidating itself as a reference operator with profitable scale, in addition to increasing its focus on technological solutions. Marking agenda. Wednesday’s day at the Distrito Telefónica offices north of Madrid was hectic. The contrast. When Telefónica went public in New York in 1987, it placed certificates worth $375 million, the largest influx of European capital on Wall Street up to that time. The telecom was then majority owned by the State and its debut was seen as a milestone of internationalization. Today it leaves unnoticed, recognizing that the regulatory burden and administrative costs of the SEC outweigh any benefits. Go deeper. The obligation to report detailed information to the SEC was useful at the time: thanks to it, data such as the price that STC or SEPI paid to enter the capital were known, information that the Spanish CNMV would never have required to reveal. But that level of transparency also has a cost, and Telefónica has decided that it is no longer worth paying for. In Xataka | The Government has had an idea so that the next blackout does not leave us without mobile data: let the operators pay Featured image | Telefónica, Lo Lo

James Webb has opened the door to a fascinating world

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Until not so long ago, the word “exoplanet” seemed more typical of speculation than astronomy. Isaac Newton already dropped in the ‘Scholium Generale‘ of the Principia Mathematica that fixed stars could be the center of systems similar to ours, but science needed centuries to prove it. It was not until the late 1980s that the first signs of planets outside the Solar Systemalthough we had to wait until 1992 to confirm for the first time the existence of worlds beyond the Sun, around the pulsar PSR B1257+12. In recent decades, the pace of discoveries has skyrocketed thanks to increasingly precise instruments, which have allowed us to locate worlds that are as strange as they are fascinating. The Kepler space telescopefor example, identified more than a decade ago Kepler-16ba planet with “two suns” reminiscent of Tatooine from Star Wars. Since then we have cataloged a huge variety of exoplanets, but now the James Webb telescope presents an especially striking find: a world of boiling lava that, to the surprise of astronomers, is colder than theoretical models predict. An extreme world that questions what we know With a radius approximately 1.4 times that of Earth, TOI-561b It is an extreme super-Earth that orbits a star located about 280 light years away, in the constellation Sextans. NASA describes it as the innermost planet of a system made up of four worlds, with an immediate peculiarity: it completes an orbit in less than eleven hours. Its proximity is so extreme, barely 0.01 astronomical units, that the daytime hemisphere must greatly exceed the melting point of rocks. Everything points to a planet trapped by its star in a tidal lock, with eternal day on one side and perpetual night on the other. One of the peculiarities that most puzzles researchers is the low density of TOI-561 b. Astronomer Johanna Teske, lead author of the study, explains that “it is not a super-puff, but it is less dense than one would expect with a composition similar to that of the Earth.” The team envisioned the planet having a small iron core and a mantle made up of less compact minerals, a possibility that would fit the chemistry of its star. As it is a very old G-type star, about 10 billion years old and poor in iron, located in the thick disk of the Milky Way, it is plausible that the planet emerged in a primordial environment different from that of the Solar System. Still, the exotic composition did not resolve all the unknowns, and the team began to consider another possibility: that TOI-561 b was involved through a thick atmosphere. The idea is striking because the models indicate that small planets subjected to such intense irradiation for billions of years should have lost their gases long ago. NASA reminds us, however, that some worlds of this type show signs that they are not simple bare rocks. That nuance opened the door to thinking that the low density could be due, in part, to a volume inflated by a substantial layer of gases. To test the idea of ​​a dense atmosphere, the team turned to a technique that James Webb has used on other rocky worlds: measuring the disappearance of some of the infrared glow as the planet passes behind its star. Using the NIRSpec spectrograph, the researchers estimated the temperature of the illuminated hemisphere and compared it to what would be expected for a surface without heat-distributing gases. If TOI-561 b were a bare rock, its temperature would be around 2,700 ºC. However, observations placed that value close to 1,800°C, a difference too large to ignore. The unexpectedly low temperature makes sense if TOI-561 b is enveloped by a dense, volatile-filled atmosphere. In that case, the winds would transport heat from the illuminated hemisphere to less hot areas, which would reduce the infrared emission received by the telescope. Gases capable of absorbing part of the radiation before it escapes into space also come into play, something that coincides with the models evaluated by the team. YoIt is even possible that silicate clouds exist that reflect the light of the star and contribute to cooling the upper layers of the atmosphere. To explain how TOI-561 b maintains such a resilient atmosphere, the researchers propose a mechanism in which magma and gases are in constant exchange. Tim Lichtenberg points out that as the interior releases volatile compounds into the atmosphere, the ocean of molten rock recaptures some of them, reducing the loss to space. This process requires a planet exceptionally rich in volatile substances, very different from Earth in its initial composition. In Lichtenberg’s words, it would be “like a ball of wet lava,” a description that well sums up the extreme nature of the find. The observations that have allowed us to reconstruct this scenario are part of James Webb’s General Observers 3860 program. For more than 37 hours, the telescope continuously tracked the system as TOI-561 b completed nearly four full orbits, a record that offers a rare glimpse of how its brightness varies along the way. With that volume of data, the team is now analyzing how the temperature changes around the planet and what clues it provides about the composition of its atmosphere. This set of data, still being analyzed, points to a more complex world than was intuited in the first observations. The case of TOI-561 b shows that even the most extreme worlds can hold surprises. Far from just a scorched rock, Webb’s observations describe a dynamic system in which magma, atmosphere, and stellar radiation interact in ways we don’t yet fully understand. As Johanna Teske points out, “What’s really exciting is that this new data set It’s opening even more questions than it’s answering.“The research continues, and each new analysis seems to confirm that this planet belongs to a category that we are only beginning to know. Artistic images | POT In Xataka | We already know when the interstellar comet 3I/ATLAS will be closest to Earth and what’s … Read more

They have closed a door on Luzia on WhatsApp, but her bet was already going the other way

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The news was an expected splash of cold water: Meta will close general chatbot access to its WhatsApp business API starting January 15, 2026. ChatGPT, Perplexity, Poke or Luzia will be left out. Only Meta AI, the company’s own assistant, will remain. For Luzia, the Spanish chatbot that reached one million users faster than Instagram thanks to its viral function of transcribing WhatsApp audiosthe measure is a setback, they admit, but minor. “It is not the news that makes us most amused,” admits Álvaro Higes, CEO of the company. “It is not our main channel, but it is one of the secondary channels” where they find users who, due to having modest phones or data problems, depended on WhatsApp as a comfortable and convenient access point. Luzia already has more than 70 million downloads on its mobile applications, its main channel, and maintains “very healthy” organic growth on WhatsApp as well. The platform continues without charging its end users, financing itself with the 30 million euros raised in investment rounds. But that is changing. Contextual ads and in-chat purchases The startup has begun to monetize through contextual ads inserted into conversations“marking very clearly that it is an advertisement,” according to Higes. The logic they apply is that of commercial intent: “If you go to Amazon, you go looking for a specific product. But if you go to Leroy Merlin, you go with a problem and you come out with a product to solve it.” Luzia is in that whole part of the commercial funnel. Brazil is the laboratory. There they have launched a shopping tool integrated into the chat that allows you to browse and buy products from Amazon, Mercado Libre and other stores. When the AI ​​detects that it can recommend a product, it opens a catalog with which you can chat until the purchase is completed. This is where they want to move: pure transactionality. “Eventually we will also release a premium plan,” adds Higes. Better models, better generated images, without limits. But the CEO is skeptical about the paywall as a main model: “It is going to be very difficult to monetize via paywallthe differentiation between AI products is complicated,” he says in line with something we have commented on more than one occasion: the commoditization. Álvaro sees it more as a tool to close distribution agreements in bundle with other services, in the style of Perplexity with Telefónica just a year ago. The two routes are complementary: Contextual ads and transactions on the one hand. Distribution agreements by another. “It is still not a priority, we prefer to prioritize growth,” says Higes, “but it is something we have already started to do.” Forty people, more than half in engineering Luzia’s team is around forty people, distributed mainly between Spain and an emerging presence in Brazil. 60% work in engineering and product. The rest focuses mainly on branding, a department of five people that Higes considers essential: “Unless you are a super technical runner, people usually buy Nike because they think it’s pretty and because they know the brand. In AI it’s a bit similar,” he says as a simile. The analogy makes sense in a market where models are becoming trivialized. Higes invests a lot of effort in what they call the classifier, a system that identifies in real time the topic and the user’s intention to direct them to the most appropriate model. “If you say ‘hello’ to me, I’ll send you a very basic model. If you ask me about mathematics, I’ll send you a different model and give you different tools,” explains the CEO. That optimization is relevant because cost per user is a delicate balance. On the one hand, the price per token of a model equivalent to GPT-4 (more than suitable for the most basic queries) has fallen 90% in two years. On the other hand, the market has also been launching more expensive products that require more inference. “One force counteracts the other,” he summarizes. Higes recently wrote about this idea: There comes a time when the models are good enough for most use cases and there is no longer a need to always play with the most powerful one. “If someone says ‘hello’ to me, we are not going to use GPT-5 to answer ‘hello.’” Instead, the flows of e-commerce that they are building have a higher inference cost, but also direct monetization potential. AI for the 70% who “do not spend the day on a computer” The competition is evident: ChatGPT and Gemini They dominate the market. But Higes sees them as tangential rivals. “We make AI for the 70% of people who are not in front of a computer all day.” The bet is on presenting AI in a more accessible, more intuitive way. They have a specific tool for solving mathematics that generates four times more use than if the user had to ask the question in a blank chat. “We see that people solve more math if you are super clear and say: ‘I can help you solve math.’” It is the lesson they have learned by observing OpenAI data on how people use ChatGPT: Percentages by topic have barely changed from GPT-3.5 to GPT-5. “The level of use is still very limited,” says Higes. “There is a lot of work to present the product in the most intuitive way to the user and remove that cognitive load.” The biggest initial challenge was to change the mental model of users who arrived thinking that the AI ​​was Alexa or Siri. “They asked us the time and asked us to set timers. Many people said ‘this is rubbish, why doesn’t it tell me the time?’, when it can tell you many more things.” Presenting what AI can do is more relevant than the jump from GPT-5 to GPT-6. Maybe people don’t care about that as much as they care about having their problems solved. 2026: transactionality as focus The plan for next year is clear. … Read more

Openai has just opened the door to a new way of using apps with chatgpt

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The next time you ask for Chatgpt Help you mount the playlist for your birthday, the chatbot may go one step further. You may propose to do it directly with Spotify and, if you connect your account, offer you add the list to your profile with a single touch. And not only is limited to Spotify. Openai has just considered a new way of using applications. The company directed by Sam Altman has announced An update that allows you to use apps from the conversation window itself, in natural language and without the need to open eyelashes or leave the chat. Some functions also incorporate small visual interfaces adapted to the chatbot environment to offer a more fluid experience. A few apps to start. In order for applications to work within Chatgpt, developers must integrate OpenAi SDK and accept their conditions, designed to guarantee a safe experience. The project is still in an early stage. The SDK is in preliminary version and, for now, only seven companies participate in the pilot. Openai has selected them to show how this new applications integration within the chat will work: Booking.com Canva Coursera Figma Expedia Spotify Zillow How apps are used in chatgpt. There are two ways to use them. The first is to mention them directly if we know they are compatible. The second, more automated, occurs when Chatgpt himself suggests connecting an app to continue a task. It is an interesting function, although it can be somewhat invasive for some users. For example, if we have a linked Canva, it would be enough to write “Canva, can you turn this scheme into a presentation?” The application would generate different versions from the content. With Expedia, we could ask you to look for hotels in Chicago with King bed for less than $ 250 a night, and the integrated app in charge of the rest. The striking of this new generation of applications is how it combines family interactive elements, such as maps, lists or presentations, with the naturalness of a conversation. There are limitations. At the moment, the novelty has clear limits. Only a few apps are compatible, the support is available only in English and, at least for now, it cannot be used in the European Union. Openai has not explained the reasons, although everything points to the privacy regulations that usually slow the launch of new artificial intelligence functions in the region. The company states that it works to offer it “soon” also in the community block. Security and privacy. By using integrated applications, users are subject to both OpenAI terms and those of each connected service. The company has urged developers to “include clear privacy policies, collect only the necessary minimum data and be transparent with the requested permits.” It also promises “more granular” privacy controls so that each user can decide which specific categories or data can use each application to customize the results. The data business. The data is the new gold. Not literally, but in value. From the beginning of segmented advertising to the rise of artificial intelligence, companies have demonstrated a voracious appetite for user information. That is why it is convenient to review the privacy policies of the applications that we use: to understand how our data is collected and process, at this point, almost as important as using them. Images | OpenAI In Xataka | Openai and AMD have just signed more than an AI agreement: it is the bartering of despair

A new generation of robots promises precision and efficiency. It also opens the door to cyberspage risks

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The movement of the robotic arm seems impeccable: each turn, each clamp, each displacement occurs with the accuracy of a metronome. However, while these actions convey confidence in a hospital or a factory, another story is drawn in the background. The commands, although encrypted, let rhythms and pauses In the traffic that travels through the network. These patterns, invisible to the naked eye, in many cases allow to deduce the task executed. The same accuracy that we applaud in the robot can become a trace for external observers. Over the last years the interest in collaborative robots has shot himself. Hospitals are used as surgical assistants for their ability to make fine movements without fatigue, and in factories they have become allies for repetitive or risk tasks. Not only do productivity improve, they also reduce accidents by replacing the operator in hostile environments. The connectivity that drives its expansion, however, is also the one that can expose them to new vulnerability scenarios, According to a study in the University of Waterlooin Canada. Precision that dazzles in hospitals, a trail that can be interpreted The investigation did not focus on real -time robots by means Preprogrammed scripts. These systems receive an orders sequence and execute them with minimal human intervention, which reduces direct supervision and expands automation possibilities. At the same time, the way in which these systems structure high -level commands generates regular traffic patterns, and that regularity opens opportunities for analysis. The work was designed with a very concrete scenario: a passive attacker, someone who only observes the network traffic between the robot and its controller without deciphering it. The experiment was carried out with an arm Kinova Gen3a light robot usually used in research environments. The controller executed preprogrammed commands and the communications were protected with TLS encryption. With this assembly, the researchers registered 200 network traces corresponding to four different actions, looking for a varied and representative set. The authors began by converting network catches into temporary signals: instead of looking at the content of the packages, they analyzed when each one was sent and with what separation. Those time series were treated as acoustic signs, which allowed to apply classic signal processing techniques, such as correlation and convolution, which seek similarities and patterns in pulses and rhythms. From this transformation they trained a classifier that, in the closed environment of the test, assigned an action to each trace. The experiment used 200 traces on four actions and showed that, even with activated TLS, temporary subpatrones were detectable. Kinova Gen3 The trials showed that the method worked with remarkable efficiency: in most tests the system was able to identify the robot action with a success level close to 97%. This means that, although the orders travel encrypted by TLS, the observation of the intervals and the cadence can allow to rebuild what task it is executed. In a hospital, that could give clues about the nature of an intervention; In a factory, on the production sequence. A complete deduction is not always achieved, but the finding shows that the encryption alone is not enough. Although orders travel encrypted by TLS, the observation of the intervals and cadence can allow to rebuild what task it is executed. The finding acquires relevance to extrapolating it to real environments. In health, an attacker could identify details of a surgical intervention without the need to access the medical history, only observing the robot communication flows. In the industry, the patterns themselves could reveal assembly steps or Characteristics of a patented process. It is not an isolated failure of a specific model, but an alert signal on how connectivity multiplies the exposure. Each connected robot becomes a possible observation point. The researchers did not limit themselves to pointing out the problem: they also explored possible defenses. One of them is to modify the timing of the robot programming interface, so that the commands do not follow such a regular and predictable pattern. Another is to apply package filling and timing manipulation to hide the real rhythms. These measures could reduce the inference capacity of an attacker, although with a cost: lower network efficiency and, in some cases, more latency in the execution of the robot. Technological innovation always advances in parallel to the need to protect it. Cobots exemplify that balance: they promise efficiency and new forms of work, but also force rethink defense measures. It is not about stopping its adoption, but about doing it with a conscious look of the risks. Security and development are not opposite paths; They must travel together if you want the future of robotics to be sustainable and reliable. Images | Kinova Robotics (1, 2) | Freepik In Xataka | Alibaba is becoming the Ai Open Source sponator. Your family of Qwen models is putting the market above

It is the door of his AI in Europe

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United Kingdom and the United States They have signed the “Tech Prosperity Deal”a technological agreement that has triggered investments worth 31,000 million pounds (about 35,460 million euros) of the main US technology companies. The pact, announced during the second state visit of Donald Trump to the country, aims to establish a strategic collaboration in artificial intelligence, quantum computing and civil nuclear energy. Among the firms that have opted for the United Kingdom are companies of the caliber of Microsoft, Google, Nvidia and Openaiamong others. A key strategic moment. The huge amount of investment right at this time has not been coincidence. The “Tech Prosperity Deal” is signed by coinciding with The ceremony at Windsor Castlechaired by King Carlos III, and seeks to boost economic growth, scientific research and energy security in both countries. For the Starmer government, which now has the pressure of recovering years of weak economic growth, the agreement can mean an oxygen ball to position the United Kingdom in an avant -garde country at the technological level. These types of investments in the country would have been inconceivable a few years ago, and the key to the new friendship between the United States and the United Kingdom is precisely in which the country It does not belong to the European Unionand therefore, there is a much less strict regulation in ia. Microsoft hit the table. Microsoft investment of 22,000 million pounds (25,334 million euros) includes The construction of the largest supercommer in the United Kingdom In Loughton, northeast of London, developed next to the British firm Nscale. Satya Nadella, CEO of Microsoft, declared that she wanted “to ensure that the United States remains a reliable technological partner for the United Kingdom.” Its president Brad Smith acknowledged the improvement of relations since “the dark days” prior to the approval of the purchase of Blizzard Activision. The rest is not far behind. Nvidia will deploy 120,000 graphic processing units in what will be its largest European deployment, including up to 60,000 grace blackwell ultra chips with Nscale. David Hogan de Nvidia assured That this “will really turn the United Kingdom into an AI manufacturer, not an AI receiver.” Google maintains its 5,000 million pounds (5,758 million euros) with a new data center in Waltham Cross and continuous support for Deepmind. The list expands With Coreweave (1.5 billion pounds), Salesforce, Scale AI, Blackrock, Oracle and Amazon Web Services, with commitments ranging from hundreds from millions to several billion. Light regulation. Starmer seeks to position the United Kingdom as an alternative to the regulation of the European Union, opting for the light regulation approach that the United States favors in areas such as AI. This strategy aims attract more American technological investmenttaking advantage of the fact that the United States is already the largest individual commercial partner in the United Kingdom. The Trump administration has criticized During all this time the European digital security laws, so he has found in the United Kingdom a strong partner to expand in Europe. What comes after. The “Tech Prosperity Deal” also includes joint efforts to develop AI models applied to healthexpand quantum computing capabilities and expedite civil nuclear projects. Starmer said the agreement “has the potential to mold the future of millions of people on both sides of the Atlantic.” The United Kingdom thus consolidates its position as European technological hub, while US companies obtain a strategic platform to expand their AI services in the European market without the EU regulatory restrictions. Cover image | Reinaldo Sture and Simon Ray In Xataka | Jensen Huang, Bill Gates and other CEO are clear: the AI ​​has opened the door to the three -day work week

When the town next door is your landfill

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Some residents of Santa Oliva cross the town next night with their garbage bag, reports 3cat, Catalan Public Radio. They are not visiting, they are going to throw it into the Albinyana containers so as not to have to separate their waste. The panoramic. The Baix Penedès region has become the epicenter of a garbage war between municipalities. Each town has its own collection system: Traditional containers. Smart containers by card. Door -to -door collection. The result is chaos where some neighbors practice what the authorities have baptized as “garbage tourism”: bring your waste to the people next to dodge the recycling standards of the strictest municipalities. The situation has climbed to the Kafkian. In Cunit, The Local Police opens and inspects the bags deposited outside the container in search of receipts, letters or any document that delates to the offender. They have already put more than 200 fines that range between 300 and 3,000 euros. Why is it important. This conflict perfectly reflects the gap between the technological and environmental ambitions of administrations … and citizen resistance to change. Smart containers that require card to open or door -to -door systems with strict schedules guarantee to increase recycling rates. But they also generate a visceral rejection in part of the population, which does not want or cannot have five different containers at home. The result is a spiral of absurd behaviors: Neighbors who sabotage smart containers to leave them permanently open. Others that drive kilometers to throw garbage in the neighboring town. And police converted into waste detectives. Yes, but. Legally, “garbage tourism” inhabits a gray area. Using the container of the neighboring town is not always illegal if its local standards are respected, although it is an abuse of the service that others pay with their taxes. The clearly illegal thing is to throw bags out of containers or do it inside whether there are municipal norms that prohibit use to non -residents. The context. The problem is not exclusive to Baix Penedès. In Sanxenxo (Pontevedra)the cleaning company also analyzes abandoned bags seeking to identify offenders, with fines of up to 600 euros. In Villena (Alicante)the police have identified twelve people in seven months. The municipalities defend that these systems reduce costs and improve recycling. But in Cunit there are neighbors who have not pick up the card for two years to open smart containers. The mayor speaks of “neglect.” The neighbors see it different. Between the lines. Recycling digitalization is creating new marginalized: older who do not understand smart cards, neighbors without a car for the clean point, workers with time -to -door incompatible schedules. “Garbage tourism” is only the symptom of the imposition of technological solutions without social consensus or alternatives for those who are out of the system. In Xataka | The subsoil of historical cities hides a great garbage vacuum. The problem is that you have to punch Outstanding image | Barcelona’s Decrease

An iPhone that is the entrance door of the AI ​​for billions of people

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You unlock the iPhone and look for something on the Internet. And who serves you, of course, is Google. It looks something harmless, almost “normal”, but behind there is much more than it seems, because that alliance has allowed two things. The first, that Apple becomes (still) richer. And the second, that Google maintains its dominant position in the field of search engines. The reason is simple: there is More than 1.4 billion iPhone In assets everyone, to which iPad and Macs must be added. All those devices They are the door to the Internet For hundreds of millions of people, that Google is the default search engine in all of them has been key for the company to be where it is. The iPhone, for better or worse, has helped decide who won the battle of the Internet. And it will also help decide who wins the AI. And the chatbot became mobile Because now we use the AI ​​in our browser or in mobile apps, but little by little we will do it directly, interacting with the voice and using the assistant of the pre -installed AI on our device. In the case of Android mobiles it is evident that Gemini will be absolute protagonist. It is the same as Google already pre -installed its search engine on these devices as an integral part of the experience. That, by the way, can end up being very expensive to the company, which He has lost the antitrust judgment in the United States. A sentence is expected in an imminent way, and among the possible consequences it could be Google’s “fragmentation”that could even be seen Sell ​​Chrome. But what will happen to the iPhone? What will the mobiles and Apple devices boost? Here the answer has more crumb, because the situation of the company in the field of artificial intelligence is complex … Not to say worrying. The company’s artificial intelligence platform, Apple Intelligencehe is light years from his rivals. Its benefits are very limited and these heights were expected to have arrived the supervitaminated version of Siri. Instead what we have are More and more delays of a company that despite having more resources that almost none still does not find its way in this segment. It would be normal to think that the iPhone took advantage of their own AI. They are likely to do so and that both Apple Intelligence and Siri They improve (very) notable, but what is also likely that the iPhone does not depend exclusively on Apple Intelligence. In fact everything points to a scenario in which we will have not an AI for everything, but three different: Local Apple Intelligence: A small AI model that will be executed locally and privately for simple consultations and for very specific functions, such as summarizing texts or helping to write emails. It is something that Apple Intelligence already offers. Apple Intelligence in the Cloud: For more complex consultations, Apple will also offer its own infrastructure such as Google or Microsoft, but with a difference: a clear approach to privacy. The call “Private Cloud Compute“It is a technological solution that theoretically guarantees that our conversations with Apple’s chatbot will be absolutely private. External suppliers: But if users want other options, they can also have them. Apple already announced in 2024 that users could access chatgpt proactively To enjoy AI functions, but that supplier will not probably be the only one. In fact, since February it is also possible GEMINI use As an alternative, and Apple has reached different agreements in China chewing that There you can use models like qwenfrom Alibaba. Precisely that third point, that of external suppliers, is the one that reminds us of what has happened with Internet search engines. The potential Apple agreements with one or the other supplier can define their success or failure – and that of its competitors. If Apple reaches an agreement with Openai so that ChatgPT is “the iphone default”, this chatbot will gain even more relevance, but the same could happen with Gemini or any other model. Precisely this situation has been the one that has detonated The new demand that Elon Musk He has made against Apple. The tycoon accuses the company to conspire illegally to eliminate competitiveness in the AI ​​market, something that according to him is being a clear obstacle to the success of Xai and Grok. That demand reminds what Epic Games already made Years ago against Apple’s App Store. That case It ended up causing that Apple opened the door –in its particular way– at third -party stores already methods of alternative payments and that Fortnite will star in a triumphal return To that store. It remains to be seen if Musk’s demand achieves a similar effect, but a priori seems difficult because Everything is yet to decide In the AI ​​and There are no clear winners. But if there is any, surely the iPhone has ended up helping to create it directly or indirectly. In Xataka | Google will fall below 50% advertising fee in 2025. From the monopoly to survival in the Tiktok era

The agreement with the US seemed to pave the way to Nvidia in China. Now is the Asian giant who begins to close the door

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The agreement with Washington had allowed Nvidia sell again Your H20 chip In China. It was a door that opened after months of restrictions. Now, the Chinese authorities have begun to close it slowly: According to Financial Timesand Reutersthey have summoned Alibaba, Bytedance, Tencent and other companies to explain why they buy H20 instead of using local processors. The gesture is not symbolic, several of them are rethinking their orders, and the new scrutiny comes while Beijing encourages a prioritize domestic alternatives. Nvidia developed the H20 in direct response to the export limitations that the United States imposed at the end of 2023. For a time it was its star product for Chinese clients, until this year it was again blocked by a new Washington decision. In July 2025, the veto rose after an agreement with the Trump administration for Nvidia would transfer 15% of the income of some advanced chip sales in Chinaaccording to Reuters. That turn reopened the door, but also unleashed criticism in the United States for its supposed impact on China’s capabilities. A historical agreement that now faces resistance Authorities such as the Ministry of Industry and Information Technology, Mits, people aware of the situation, and the administration of the cyberspace of China, CAC, according to Reuters, have held meetings with companies such as Alibaba, Bytedance, Tencent and Baidu. They have asked them Why don’t they turn to national alternatives and have expressed their disapproval for the use of H20 in government or security areas. They have also raised doubts about the information that Nvidia asks to send to Washington for review. As a result, several companies have begun to reconsider their orders, according to Financial Times, although Reuters points out that it was not ordered to stop shopping. Concerns are not limited to preference for local chips. The Internet regulator asked NVIDIA to clarify whether H20 could involve risks for Chinese user data, including the possibility of “backdoors.” In this sense, Beijing has expressed concern for functions such as remote shutdown or location tracking. Nvidia, as we have seen before, He denies these capacities and argues that H20 is not a military product or for government infrastructure. According to Financial Times, Huawei, Cambricon and other Chinese manufacturers have increased their presence in the market since the H20 was subject to restrictions. Beijing has reinforced the message of technological self -sufficiency and encourage large platforms to opt for local suppliers. Now, it is no secret that the lack of access to advanced manufacturing equipment, Like the latest generation lithography, it is still an obstacle. Despite this, the demand for national chips grows thanks to political support and the need to reduce external dependence. But not everything plays in favor of the local giant Huawei. Great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs For its greatest performance and, above all, by CUDA, the parallel programming platform of NVIDIA that allows the most of its GPU for artificial intelligence and other complex calculations. Replacing it with alternatives such as Cann implies overcoming technical and compatibility barriers. Li Guojie, from the Chinese Academy of Sciences, warns that China needs its own tools that exceed Cuda to achieve self -sufficiency. The great Chinese technology, such as Tencent, Alibaba or Bytedance, continue to prefer Nvidia GPUs. Bernstein, collect ftestimates that the market share of Nvidia in China will go from 66% in 2024 to 55% this year. In parallel, Trump has suggested that he could authorize a Limited version of Blackwell -based processorsthe most advanced of the company. In any case, Nvidia generated 17,000 million dollars in sales in China in its last year13% of its total income. In this environment, each regulatory decision weighs as much as the technological road map itself. What in July was presented as an advance for Nvidia has become an uncertain scenario. Beijing’s pressure, added to the impulse to national manufacturers, redefines the company’s possibilities in a market that was strategic for years. According to the aforementioned means, the outcome will mark not only the future of Nvidia in China, but also the way in which both powers manage artificial intelligence when politics, security and trade intersect. Images | Nvidia In Xataka | China’s first avant -garde lithography machine is not the biggest US problem. They will be the other two that are on their way In Xataka | China is an essential market for Nvidia. Little by little it is becoming something else: a nightmare

Those who are closing the door to the US F-35

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Last week he met A news of great size for what it meant in Europe: Spain had slammed the 50 f-35 fighter fleet that had applauded with the United States. The reasons: the commitment to a “European defense” and distrust of a military technology in which Washington has great influence, even After purchased The lot. It turns out that many more nations have joined the “initiative.” The advance: Spain. It We count A few days ago. Spain has chosen not to acquire the American hunt F-35 Lightning II from Lockheed Martin and will focus its future purchases on European manufacturing aircraft, specifically on the Eurofighter Typhoon And in the future system FCAS (Future Combat Air System) that develops with France and Germany. The measure, confirmed By the Ministry of Defense, it implies the indefinite suspension of previous contacts with the United States and aligns with a strategy of reinforce sovereignty European industrial and military. According to analysts like Richard Abouulafiathis decision fits with the widest goal of Europe to reduce its technological and productive dependence from abroad. A hunt in the center of another “war.” Now, the furtive F-35, a symbol of that military cooperation between the United States and its allies, has also become political objective For countries that seek to respond to Trump’s tariff and security policies. The last reaction occurred after the entry into force of a 39% tariff against Switzerland, which has led Swiss parliamentarians to ask for the cancellation of its $ 9.1 billion contract for 36 F-35signed in 2022 to replace its F/A-18 and F-5. This agreement, initially valued in 6,250 millionalready dragged tensions for inflation before the tariff shock. The controversy comes, in addition and as we said, after Spain will announce that discarded his “50” F-35, and in a context where other allies Like Portugal and Canada They have expressed doubts about the strategic reliability of the United States. NGF model and a remote operator in the 2019 Paris Aeronautics Hall Domino effect. Denmark He said recently that has regretted the purchase. Portugal, through its defense minister Nuno Melo, He has stressed That the predictability of the allies is a key factor when deciding on future fighters, while Canada, despite having compromised funds for the first 16 devices of an order of 88, studies European alternatives before the political climate. However, recent reports indicate that the Canadian military dome Keep doubting If complete the total acquisition. The discomfort has also reached Switzerland, where voices from the entire political spectrum ask to review or directly cancel His purchase, in line with the growing tendency to use the F-35 as a political lever against Washington. Hunting as a business. Although Switzerland represents an acceptable request, the global impact on Lockheed Martin’s business is, for now, limited: hundreds of F-35 are in service with the United States and allies, and the Pentagon plans to acquire about 2,400 to replace non -poacher fighters in the three branches of their armed forces. In 2024, JPMorgan estimated that the F-35 will mean the 25% of sales of Lockheed, with the aeronautics area contributing 41% of quarterly income. At the same time, other clients have expanded orders: United Kingdom (+12), Belgium (+11) and Denmark (+10), and the recent commercial agreement Usa-Eue contemplates massive American weapons purchases. F35 Cost and projection. The program, awarded to Lockheed in 2001, has suffered constant criticism For cost overruns, delays and an estimated total cost of 1.8 billion dollars throughout its useful life, including development, production, operation and maintenance. Despite this, the F-35 is still the combat option more advanced Available for United States allies and it is expected to form the backbone of the US fleet for decades, even while Boeing and the Pentagon develop The new generation F-47 with integration of autonomous drones. In real combat he has demonstrated his abilities, as in recent Israeli operations against objectives in Iran. “European” comparative. He Eurofighter Typhoon With which some countries project part of the substitution is a fourth generation versatile hunting, the result of a European consortium. For its part, the FCAS It aspires to be a sixth generation system with an entry into service planned by 2040. Although some experts consider the Eurofighter equal to or greater than the F-35 in pure air performance, they recognize that the F-35 has A clear advantage by plane and mission pack. In addition, Eurofighter production is much more limited and FCAS is still in the development phase, which raises challenges to meet demand if American platforms are dispensed with. Limitations and adjustments. In a hypothetical scenario, the exclusive dependence on European fighters would imply changes in the Structure of forces. The Spanish Navy currently operates Harrier AV-8b In its Aaeronaves, which will be withdrawn soon, the F-35B was the logical option to replace them with their short take-off capacity and vertical landing, something that neither the Eurofightter nor other European models offer. Without that option, Spain and those who follow them would have to redefine the paper of its aircraft carrier or adapt other solutions. At the interoperability level, giving up F-35 limits the ability to operate homogeneously with allies that use it as standard. Strategic value against alternatives. JPMorgan analysts point out that, despite criticism, the F-35 offers a significant capacity At a relatively competitive cost in the international market, which is why it continues to be imposed in competitions. Unmanned capabilities deserve investment, but they are still far from replacing a hunt such as F-35. This combination of operational power, interoperability with numerous allies and technological projection reinforces its position, although commercial tensions and diplomatic promoted by American foreign policy aim to continue undermining cohesion around its acquisition and, perhaps, to that Sorpasso “European” that in no case can occur in the short term. Image | Robert Sullivan, Christopher Ebdon, TIRADEN In Xataka | The F-35 not only costs a fortune, it has a button that Spain does not like. So he told the US that he doesn’t want them In Xataka … Read more

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