“Circular financing” between Nvidia and Openai can be the genius of the century … or collapse

Nvidia has announced A “strategic investment” of up to 100,000 million dollars in Openai. But it is an investment with trap: Openai will use that money to buy Nvidia chips. The semiconductor manufacturer thus becomes the financier of its own most important client. Why is it important. This maneuver dangerously reminds the “circular financing” schemes that characterized the end of the 2000 Puntocom bubble. Companies like Lucent, Nortel and Cisco financed operators as Global Crossing to buy them equipment. We are not the first to see this simile At this stage of AI. When the bubble exploded, both suppliers and customers sank into a spiral of debts and overcapacity. The agreement will allow OpenAI to build data centers with a joint capacity of 10 gigawatts, equivalent to about 10 nuclear reactors. Jensen Huang, CEO of Nvidia, has acknowledged that this represents between 4 and 5 million GPUS: “double those we distributed last year.” Brutal scale In figures. The numbers are astronomical. According to Huang himself in August, creating a 1 Gigavatio data center costs between 50,000 and 60,000 million dollars, of which about 35,000 million are destined for Nvidia chips. With that logic, the 10 projected gigawatts would cost more than 500,000 million dollars. The bags have reacted with euphoria: Nvidia shares rose almost 4%, adding 170,000 million dollars to their stock market capitalization. Jensen Huang Broza’s company is already 4.5 billion dollars of valuation. Yes, but. Parallelism with the ‘Puntocom’ bubble is disturbing. These same schemes of ‘Financing vendor‘We already saw them in the final stage of the 2000 technological bubble. They did not end well for any of the parties. The difference is that current numbers are much larger, even adjusting for inflation. The key is whether the productivity profits of the generative AI will compensate for the spent money. Between bambalins. The agreement explains the current situation in the AI ​​ecosystem: OpenAi desperately needs computing capacity to maintain its competitive advantage over the 700 million weekly users of their products. But infrastructure costs are so high that it needs constant external financing. Nvidia, on the other hand, seeks to ensure the future demand of its most advanced chips. The agreement guarantees mass orders while consolidating its dominant position against competitors such as AMD and Intel. “It is a closed cycle: Nvidia gives OpenAi money, and OpenAi uses it to buy Nvidia products,” Summary Summary Javier Pastor. The threat. Anti -Ponopoopoly experts are already arched eyebrows. Andre Barlow, a lawyer specialized in competition, explained to Reuters that “the agreement could change the economic incentives of NVIDIA and OpenAI, potentially blocking the Nvidia chips monopoly with OpenAi software leadership.” The structure creates extra barriers so that competitors such as AMD in OpenAi chips or rivals in AI models can climb their operations. They paint basts. In perspective. The story is full of similar schemes that ended badly. Global Crossing, the telecommunications operator that broke in 2002it was funded precisely by the same suppliers that sold equipment. When it was discovered that the real demand was much lower than the projected, both Global Crossing and its financiers lost thousands. The key question is whether the demand for AI services will be sufficient to justify this billionaire investment, or if we are faced with the recreation of the same speculative pattern with even more exorbitant figures. As Stacy Rasgon concludesBernstein analyst: “On the one hand, Openai helps meet very ambitious infrastructure objectives. On the other hand, it will further feed concerns about ‘circular’ financing.” Outstanding image | In Xataka | Openai estimates that it will enter 200,000 million dollars in 2030. The figure, like everything in OpenAi, is extremely ambitious

This genius has programmed animal crossing characters to play alone. The first thing they have done is rebel against the landlord

The use of AI opens new exploration (and exploitation) routes for the Modders that manipulate the code of games so that they run into new expressive routes. The last test: Thanks to an advanced memory hacking technique and artificial language models, the residents of ‘Crossing animal‘They comment today, conspire against Tom Nook and explore new dialogue styles, in which there are no lack of social criticism. What have you done to you, animal crossing. The josh fonseca hacker used the Dolphin and Scripts emulator in Python to replace the text messages saved in the RAM of the Gamecube and that function as dialogues during the games (and it was documenting on YouTube). Since the game uses its own text coding system, it developed decoding tools that allowed information to an understandable format for a couple of extensive models of GEMINI -based language (one to write the dialogues themselves, another to give them intention, emphasis and “direct” the charts of the characters) that began to generate new dialogues. In order for the dialogues to be consistent with the game, the model was trained with specific examples and the animal crossing wiki was consulted to create character sheets of a certain complexity. It is an experiment that made, at a minor scale, in ‘Stardew Valley‘. And what happened. In a few moments, the villagers did what they usually do in the game: conversing with naturalness and humor, but without registered in the real world. The thing changed when a Feed RSS, which allowed them to discuss political and current issues. Soon they started talking about Trump very positively, comically positive in fact. The reason: the feed that Fonseca used was of Fox News, simply because he was the one who had the most at hand. This behavior of the characters makes sense: if the knowledge they acquire includes those that belong to the real world, the machine has no way to distinguish them from their fiction. But the next step was even more unexpected. To the barricades. Fonseca also installed a shared memory space thanks to which the characters could gossip. That is, remember the other characters, what they had said and what they felt for them. They began to plant rumors and criticism against Tom Nook, the iconic and discussed Magnate Tanuki of the game. The seed of the rebellion was soon planted: the characters realized that one of the key elements of the game, the high prices imposed by Nook, are an economic spring that forces them to work and trade continuously to pay debts. Suddenly, ‘Animal Crossing’ became a spontaneous reflection on undeniable traps (because if they end, there is no game) of capitalism. It is not the same, but it is the same. In one Interview with 404MediaFonseca seems to recognize that the experiment can alter the original spirit of the Nintendo game, but considers that its experiment is a powerful exercise inspired by hauntology (philosophical current that studies the possible future that never came to complicate). In addition, it states to be convinced that well used is a tool that can enhance art and creativity, as long as human screenwriters continue in the center of the process. The power of the past. Fonseca thinks that there is nothing like the games of yesteryear (something that is perceived on his YouTube channel, overflowing with nostalgic videos): “As a child I thought: ‘Video games will improve every year’. But after twenty years playing, I have become a little skeptical and think: ‘In reality there has not been so much innovation. Technologies of the future that interest me. Header | Josh Fonseca In Xataka | Someone has cut in half a playstation to create a portable version. The result is fantastic

It was hired by Spacex at age 14. Now, with 16, the young genius has turned his back on Elon Musk to go to Wall Street

His history turned the world. Kairan Quazi graduated at the University of Santa Clara with 14 years. Almost immediately, He was signed as Spacex software engineer. Now, the young prodigy has abandoned Elon Musk’s space company to work in finance. The youngest employee of Spacex. He was not a fellow they sent for cafes. For two years, Kairan was one of Starlink engineers, the Spacex satellite Internet network. His work was critical: he designed the software that determines where the satellites point their beams to offer a stable connection. “I had a very broad field of work and a lot of responsibility, especially for a junior engineer,” Count the boy to Business Insider. Spacex expected him to lead projects from beginning to end: develop ideas, present them to other engineers and address, implement them and supervise the deployments. With 16 years, I needed a change. After two years at the aerospace avant -garde, Kairan Quazi felt prepared to “assume new challenges and expand their skills” in a different high performance environment. The young prodigy received offers from the most leading artificial intelligence laboratories, but it was a proposal of Citadel Securities, a trading giant, which finally convinced him to leave Spacex. Now work as quant unaveloper developing financial models. Quants, the elite of programming. The decision to change rockets for financial algorithms is not accidental. For the best mathematicians and software engineers, only artificial intelligence competes in attractiveness with the world of finance specialized in quantitative analysis. With millionaire wages, the Quants sector combines the complexity and intellectual challenge of other sectors with a much faster rhythm, measurable in days, not in months as in many research environments. In algorithmic trading, an idea is tested, implemented and gives results (for better or worse) in a matter of hours. For the rest, a teenager. Kairan valued that Citadel Securities did not take into account his age or his years of experience when offering opportunities. But sometimes he has to remember that he is a teenager. During his stage in Spacex, his mother had to take him to work every day because, with 14 years, he had no driving license. The episode in which LinkedIn erased the account for not having fulfilled the minimum age of 16. From Silicon Valley to Wall Street. Kairan was born in the San Francisco Bay area and He began his university studies with nine years. After his early entry into the working world, he now moves to Manhattan, where he will live 10 minutes walk from the office. This Bangladesí-American, fond of reading, video games, escalation and piano, lands in a city that already knows for its family roots in Queens. Wall Street will mark a new chapter for a young man who seems to have no limits. Image | Scu In Xataka | What Spacex has achieved with Starship is incredible. The only problem is that he has done it at the expense of the health of his employees

These glasses with AI have been designed to look like a genius. They register your environment and give you all the answers

Imagine carrying glasses that seem normal, but that inside offer you constant and silent help. The concept sounds intriguing: without touching anything, You can solve doubts instantlyreceive a clear explanation of something that you do not understand or have an automatic translation in the middle of a talk. A startup called Halofounded by former Harvard students, has created glasses with that idea in mind. And not only that: they promise to endow us with a “superhuman intelligence.” Beyond the marketing strategy, the approach is interesting. Glasses that listen and respond in real time Halo X do not resort to cameras to dazzle us, but bet on a different approach. They are designed for Listen to what happens around youtranscribe each conversation and show on an internal screen information that they consider relevant at that time. They do not wait for them to dislike, but try to anticipate and be useful proactively. In practice, that means that if the name of a car model arises in a talk, they can show a card with key data; If a technical term appears, promise to display a clear definition. The information operation appears in front of your eyes in less than a second. Even in everyday situations, such as speaking in another language, they should be able to real time and facilitate communication without having to do anything else. Halo talks about answers around 900 milliseconds for most consultations, while the most complex searches take about two and a half seconds. To achieve this, the glasses rely on two complementary artificial intelligence engines. Geminithe Google model, is responsible for reasoning tasks, while Perplexity It works as a contextual search engine that consults information on the web. As for the hardware, the halo X bets on the discretion. Incorporate a small type display Waveguide Visible only for the user, microphone and integrated speakers, and dispense with this version. The autonomy announced is around eight hours of continuous use. Of course, they do not process everything on their own. They depend on a connected mobile phone and an application that acts as an intermediary, where most of the calculation and consultation work really runs. The great debate point is in privacy. The system records what you listen, transcribes it and, according to the company, eliminates the audio immediately after. Halo ensures that the product will arrive with end -to -end encryption and that is working to obtain the SOC 2 certification, which would imply external audits on data management. The system records what you listen, transcribes it and, according to the company, eliminates the audio immediately after. However, they do not include any visible indicator that alerts those around you that they are being recorded, and that raises reasonable doubts. The controversy is not new: the founders They had already experienced with unauthorized facial recognition systems about Meta Ray-Banwhich generated debate about security and improper uses of technology. At the moment, Halo X are not available in stores. They can be reserved on the official website with a starting price of 249 dollars And, by selecting euros in checkout, today they appear in 223.13 euros. The company has not yet offered a specific date of shipping or confirms whether there will be official distribution in Europe. It will be necessary to see if the halo X does not end up repeating the recent history of other devices that promised to revolutionize our relationship with artificial intelligence and ended up being sued fiascos. Rabbit R1 and the AI ​​Pin of Humane They aroused enthusiasm in their presentations and arrived with very ambitious speeches, but failed in practice. Halo’s ambition is on the table and his proposal is as attractive as controversial. It remains to be seen if these glasses They fulfill what they promise or if they will end up swelling the list of inventions that pointed high and stayed on the road. Images | Halo In Xataka | China has proposed to be independent in all technologies. And for augmented reality it has “five dragons” In Xataka | The Meta Ray-Ban are the first smart glasses that have managed to impress me. They are the beginning of something more

An American military seemed like a cybercrime genius. He was given his own searches on how to desert Russia

Cameron John Wagenius had no criminal record or a dark past. He had a military uniform, 21 years and a career ahead in the United States Army. But in his spare time, from his bedroom in Texas, It connected as “Kiberphant0m” to telegram groups and forums where stolen credentials are purchased and databases for thousands of dollars are sold. I knew how to move, how to enter without being seen and how to extort technological companies from the shadow. According to the Department of Justicefor more than a year he directed a campaign that affected at least ten organizations. It was made with private credentials, accessed protected networks and much more. He did it as he continued charging the army and fulfilled functions as an active soldier. Until everything fell apart, not by a filtration, or by a technical error. For himself. The soldier who moved as a professional cybercrime Wagenius and his accomplices were coordinated through encrypted chats. They shared passwords, discussed vulnerabilities and talked openly about their next objectives. They used Tools like SSH Brutea brute force solution to enter protected systems, and acted quickly to move stolen data in some of the best known cybercrime forums of the moment. Once they got access, they launched threats. Sometimes privately, sometimes publicly. They threatened to publish the stolen information if they did not receive money in return. In some cases, they came to sell the data directly. In others, they used that information to launch attacks from Sim Swapping and supplant identities. The goal was always the same: money. The Department of Justice estimates that they tried to extort at least 1 million dollars to the victims. But while all that happened, Wagenius did something that FBI agents did not expect to find so easily: I left trace. According to judicial documentsin October 2024, in full swing of its operation, it began to search Google how to escape from the country. Literally. These are some of the searches he made from his personal account: • “Where you can desert an US military without being extradited” • “US military personnel deserting Russia” • “Russia Embassy – Washington DC” • How to get a fast passport “ In parallel, I wrote to his contacts with phrases such as: “The fun is that if they ever discover me, They can’t immediately arrest me by military law. That gives me time to disappear. ” The reality was another. Not only did he not escape. All this activity was recovered, documented and used as proof to demonstrate not only its crimes, but its intention to escape. Wagenius was arrested and declared himself guilty of several serious positions: conspiracy to commit electronic fraud, extortion in relation to computer crimes and aggravated identity. He had already admitted before, in another case linked, his involvement in the illicit transfer of confidential telephone records. His conviction, which will be read on October 6, could add up to 27 years in prison. The charges have different weight: electronic fraud can cost up to 20 years; Computer extortion, up to five; and the theft of aggravated identity entails a mandatory penalty of two additional years that cannot be combined with the previous ones. Wagenius had knowledge. I knew how to move around the network and how to hide behind proxies, vpns and Tools that in theory had to protect it. But something in his strategy went wrong. Now he is paying the consequences. Images | Xataka with Gemini Flash 2.5 | Kevin Ku In Xataka | Sam Altman believes that a serious crisis is coming with the AI fraud. The problem is that it has strong interests in the solution

This cleaning device seems a genius. A removable vacuum robot that is also used as a vertical vacuum cleaner

From time to time we find the most curious concepts in Tel Mundo de Technology. One of the ones who have recently interested me is that of EUFY E20an anker cleaning device with which we can have both a vertical vacuum cleaner (or without cable) as a Robot vacuum cleaner. All this in a single removable device. * Some price may have changed from the last review A cleaning device two in one The EUFY E20 is a removable cleaning device whose main claim is to have two devices, an aspiring robot and a vertical vacuum cleaner. To do this, The vertical vacuum base is introduced into the vacuum robotthus allowing choosing the type of cleaning we want to have at home. In addition, it can also be used as a hand vacuum cleaner. If we use it as a hand vacuum, it can reach a maximum suction power of 30,000 pa; On the other hand, if we use it as a vacuum robot that maximum low figure up to 8,000 pa. What we do have in both cases is a Five Stage Filtration That, as the brand mentions, can capture 99.97% of the particles of less than 0.3 microns. The Anker device, in addition, comes with a load base to use it with the aspiring robot, or with the vertical and hand vacuum cleaner to empty dirt and recharge the battery. Includes Navigation system with triple laser precision; That is, it includes three lasers placed at the top, front and side to dodge obstacles easily. This base also includes a three -liter motor system. Without a doubt, personally this device has seemed very curious. A year ago I bought a Rowenta vertical vacuum cleaner and now I am looking for a vacuum robot. If I had known, without a doubt, the Anker device would have taken into account. I have a lot of attention to combine both ways to clean the house In a single removable device. You may also interest you Rowenta XFORCE FLEX 9.60 ALLERGY – Cable Belk Aspirator, 200 W, Flex Tube, Smart Control screen, all types of soils, Power LED vision system, Boost trigger, filter up to 99.9% * Some price may have changed from the last review Roborock Q8 Max+ Robot Double brushes vacuum, automatic succy empty * Some price may have changed from the last review Some of the links of this article are affiliated and can report a benefit to Xataka. In case of non -availability, offers may vary. Image | Anker In Xataka | Best hand vacuum cleaners: which to buy and 6 + 1 recommended models from just over 30 euros In Xataka | One day you are young and the next one you have copied to your parents the vacuum cleaner

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