China has just regulated something that really matters: whether AI ends up being our friend or our girlfriend

China has decided to put limits on a very specific type of AI: that designed to look like a person. Doubao (ByteDance) and Qwen (Alibaba) have announced that they will disable their custom AI agents before the regulations come into force imminently. Tencent had already done it with its Yuanbao model, but behind all these closures there is a much deeper idea. The blackout of anthropomorphic AI already has a date. Doubao has already warned its users that its personalized AI agents will stop working on July 15 due to “product adjustments” and that three months later they will not be able to access the stored conversations with said chatbots. With Qwen things will be even faster: the agents will disappear on July 10, and the rest of the functions will do so five days later. These measures are taken before the entry into force of the new Provisional Measures for the Administration of Anthropomorphic Interaction Services with AI, recently published by the Chinese government. In Xataka Millions of teenagers have turned AI into their go-to psychologist. It is an unprecedented challenge for medicine Conversational chatbots, yes… The interesting thing about the regulations is that they do not regulate generative AI in general. Leave assistants out to work, study, research or serve customers. What it regulates are the systems that “simulate personality traits, thought patterns and human communication styles to provide a sustained emotional interaction.” The problem therefore is not that AI can be more or less powerful, but that it comes to simulate the behavior of a person. …company chatbots no. The functions that disappear from these platforms are those that allowed a generalist chatbot to be turned into a fictional character, a friend or even a romantic partner. This personalization gave these AI agents a fixed personality, a memory and a characteristic conversational style that reinforced interaction with it. They were therefore not tools to replace the current search engine, but rather systems designed to trap the user in an increasingly personal and intimate relationship and conversation. Beware of emotional dependence. Here the Chinese regulation does not try to identify dangerous risks such as those traditionally discussed, for example, with the European Union regulation. Instead what it monitors are interactions in which there is an emotional dependencea potential addiction and even manipulation by these systems. In fact, these systems are prohibited from fostering emotional bonds that could lead to irrational decisions. All of this is stopped by regulations to avoid the potential deterioration of personal relationships. AI must analyze itself. According to the regulation, AI must intervene when it detects these types of situations. If a user shows too extreme emotions towards these chatbots or if it is perceived that there may be risks to their integrity, the AI ​​should encourage them to seek help or even activate certain emergency protocols. You should also warn if you see excessive usage and remind the user to rest after two hours of continuous talk. In a certain sense, these regulations are reminiscent of the “digital welfare” mechanisms that have been imposed on mobile apps that try to limit the use of social networks. In Xataka "As pathetic as it sounds, ChatGPT is my only friend": more and more people confess to having an AI as a friend Protection for vulnerable people. The measures pay special attention to underage users and also to older people. For example, these types of chatbots are prohibited from offering intimate virtual relationships, such as couples or artificial relatives, and they require parental consent. There is also an obligation to take precautions when the users are elderly, since this group is especially exposed to loneliness and a possible emotional dependence. AI should stay just that: be an AI. Although there have been advances in the psychological impact of these models in their relationship with people, this is probably the first major regulation that does not attempt to control how powerful AI models are, but rather how capable they are. to establish personal relationships with users. This discussion will probably end up reaching Europe and the US, and is a touchstone for a technology that has certainly been infiltrating the personal sphere for some time. Image | Andy Kelly In Xataka |Telling the AI ​​what worries you was only the first step: there are already bots that pose as registered psychiatrists (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news China has just regulated something that really matters: whether AI ends up being our friend or our girlfriend was originally published in Xataka by Javier Pastor .

Spain had a master plan for the European fighter. The problem is that Germany just got a girlfriend with a lot of “money”

In 1986, Spain, Germany, Italy and the United Kingdom decided to join forces to build the Eurofighter Typhoon. It took almost two decades to turn it into realitybut that project left a key lesson: in Europe, fighters are not built with engineering alone, but with industrial and political balances that sometimes last longer than the technology itself. The collapse and plan B. It we count last week. He collapse of the Future Combat Air System has not only been the failure of a large European military program of 100,000 million euros, it has also been the moment in which Spain understood that he could not wait for France and Germany to resolve their industrial wars. For years, the FCAS It was sold as the large sixth-generation European fighter, but tensions between Airbus and Dassault Aviation they ended up blocking the distribution of work, leadership and technological architecture. When Berlin withdrew, Madrid lost more than just a partner: it lost the pillar that supported its own bet. FCAS concept The Spanish exit. Spain had been moving in silence for some time. With Indra gaining weight in defense and with growing conversations with Saab, the idea was clear: if FCAS sank, there was room to build an alternative axle with Germany and Sweden around satellite technologies such as sensors, combat cloud, accompanying drones and command systems. It was not yet a “new fighter” as such, but it was a survival platform industrial so as not to be tied to Paris. It was a lateral route to keep the Spanish option alive within the sixth European generation. Italy changes the board. And then Italy has appeared. Leonardo’s new management has made it clear that it would be delighted to open the door of the Global Combat Air Program to Germany. On paper, that is a logical invitation: Berlin brings money, industry and experience accumulated with the Eurofighter Typhoon. But strategically it is a bomb for Spain. Because the centerpiece of your plan B (Germany) could stop looking towards the Swedish axis and turn towards Rome, London and Tokyo. In a matter of weeks, the Spanish escape route could become a dead end. Germany is looking for a leading role. The German movement also has internal logic. Berlin does not want to be a secondary partner. He made it clear within the FCAS and he is repeating it now: if he enters another program, he wants a role proportional to your investment and its industrial weight. That sits poorly with France, where Dassault Aviation never wanted to let go control, but it fits much better with Italian flexibility. Furthermore, BAE Systems and the German branch of Airbus already they cooperated successfully on the Eurofighter. For Berlin, GCAP is starting to look less like an alternative and more like a logical continuation. The Spanish dilemma. And here is the big crack for Spain. If Germany joins GCAP, Madrid stays trapped between two worlds: a mortally wounded FCAS and an alternative plan that loses its most important partner before consolidating. Spain can try to continue punch to France, but that would mean accepting a (much) more subordinate role. You could also look for a direct approach to Italy or even Japan and the United Kingdom, but arriving late to an already structured program reduces a lot the negotiation margin. The risk is brutal: being left out of the table where the next great European air combat ecosystem is decided. Europe repeats its old problem. All this once again reveals the great industrial drama European: too many projects, too many egos and, above all, too much overlap. While the United States and China move forward with centralized programs, Europe continues to fragment its resources between rival blocs. In that sense, Spain believed it had found a safety net after the FCAS. The problem is that this network depended on Germany… and now Germany has a new dance couple. Image | Picryl In Xataka | Spain, France and Germany had joined together to illuminate the “European fighter” of the future: now that path is dead In Xataka | The European fighter has died, but Europe still has one last bullet to avoid the F-35: the alliance of Spain and Sweden

TSMC is focusing on the lucrative AI industry, so Apple is looking for a new girlfriend. Found it at Intel

In 2023, Apple completed its transition and made all Macs in its catalog work with its Apple M-series chips. It was the end of a relationship that began in 2005, when Steve Jobs announced the transition from IBM PowerPCs to Intel chips. Then things went wrong and Apple ended up separating itself from Intel in its products, but once again there has been an interesting twist of the events. Intel does not know how to be a foundry. The integration of the Apple M1 in 2020 was the real beginning of a logical strategy: Apple wanted to design its own chips for its Macs as it had already done in its iPhone or iPad, and the result was extraordinary. The curious thing is that Apple negotiated with Intel to manufacture the iPhone chips, but Intel rejected the opportunity. When Morris Chang, founder of TSMC, asked Cook why he hadn’t chosen Intel to make those chips, responded “Intel just doesn’t know how to be a foundry (chip factory)”. TSMC turns to AI. The relationship between Apple and TSMC has been one of the most important in the semiconductor industry. TSMC makes virtually all of Apple’s advanced chips, from iPhone processors to Mac M chips. That dependence, however, has become uncomfortable for two reasons: Chip shortage: The rise of AI has made the demand for this type of chips extraordinary. TSMC is prioritizing customers with the highest volume and margin in the most advanced nodes, and there Apple competes with NvidiaAMD and other manufacturers looking for 2 and 3 nm chips. Geopolitics: 90% of the world’s advanced chip production is in Taiwanand any escalation of existing tensions with China could paralyze the supply chains of Apple and the vast majority of technology firms on the planet. Diversifying manufacturers is therefore a strategic necessity. Intel gets interesting. It is true that Intel is not the only alternative that Apple was exploring, and Samsung was another candidate to work closely with the Cupertino firm. However Intel has a first important advantage with the 18A nodeits next-generation manufacturing process that experts consider comparable to TSMC’s 2nm process. Apple has been considering this node for entry-level M chips for months. Intel will not be manufacturing Apple’s most advanced chips at the moment, but this is a potential first step so that it can be verified that Intel can indeed accomplish the task and then also manufacture its most ambitious designs. Lip-Bu Tan turns the tables. Intel’s new CEO took over in early 2025and since then the company has taken promising steps when it was in a situation really worrying. has reached agreements with Nvidia to develop x86 chip sets with RTX graphics, for example. It also collaborates with Tesla to manufacture chips with an even more advanced node14A, for Elon Musk’s future TeraFab. Preliminary agreement. Official details of the deal are not yet known, but in The Wall Street Journal they claim that said agreement exists although it describes it as preliminary. It is not currently clear which chip or chips Intel will manufacture or in which photolithographic process. It is expected that the 18A node will be used for those entry-level M chips, but it is not ruled out that the 14A will not be part of this new commercial relationship. Be that as it may, if the agreement is closed as it seems, we would be facing a definitive boost to this new strategy of foundry traditional approach—manufacturing chips for third parties—that Intel is adopting. The circle closes. Intel lost the contract for iPhone chips because it refused to manufacture them for not having enough marginand thus passed up the opportunity to be a de facto partner in probably the most lucrative product in the history of technology. He then tried correct the errorbut he didn’t succeed. Then Intel would lose the Mac chip business, which would be another major setback. Now it seems to be taking flight again, and its promising future—along with other factors—have made Apple want to work with it again. It seems that Intel, after all, is learning to be a foundry. Image | Fortune CEO Initiative In Xataka | The US’s problem in the AI ​​and humanoid race is not China: it is all of Asia and it is greatly disadvantaged

OpenAI teamed up with NVIDIA and made circular financing fashionable. Anthropic has returned the ball with a surprise girlfriend: Google

Let’s see if we were going to believe that OpenAI was going to be the only one to look for powerful allies. Nothing of that: Anthropic just did the same and has announced an eye-catching agreement with Google. The AI ​​startup will have access to up to one million Google TPUs in a pact that is worth “tens of billions of dollars.” Less noise, but a lot of nuts. The figures of the agreement are modest if we compare them with those that OpenAI has managed in its circular financing agreements with NVIDIA, amd either Broadcombut here Anthropic seems to take a very different position. Compared to colossal projects like Stargate, Anthropic’s idea is focused on execution. Without making much noise, the company led by Dario Amodei has been gradually conquering the business sector. More than 1 GW of computing capacity. On CNBC indicate that this investment will allow the creation of a data center with a computing capacity greater than 1 GW and have it ready in 2026. It is estimated that a center of these characteristics would cost about 50,000 million dollars, of which about 35,000 million would be dedicated to AI chips. It may not be comparable to Stargate and the idea of ​​investing $500 billion in data centers, but the alliance between Anthropic and Google is significant. More than circular financing. The partnership certainly features elements of circular financing, but it is more of a symbiotic relationship with that cross-investment component. The dynamic is simple and is now completed with that commercial return. The agreement requires Anthropic to buy or rent infrastructure services from Google Cloud. Virtuous circle. With its original investment in Anthropic, Google helped that company grow, which in turn allows Anthropic not only the ability to grow, but the need for enormous computing power… provided by Google. In essence, some of the money Google invests in Anthropic returns to Google Cloud as revenue. The vicious (or virtuous, as they say in the US) circle is complete. Anthropic diversifies. Anthropic’s AI models are trained and used using infrastructure from various manufacturers. Thus, they use both Google TPUs and Amazon Trainium processors and NVIDIA GPUs: each platform is assigned to a specialized workload. In the case of Google’s TPUs, according to Anthropic the focus is “its strong price/performance ratio and its efficiency.” Promising successes, but… Anthropic’s growth is evident, and its annualized revenue rate (ARR) is now estimated to reach $7 billion. Claude Code, its developer assistant, managed to generate 500 million dollars after just two months on the market. But as always, that revenue can’t hide the fact that Anthropic, like other AI startups, you continue to spend much more money than you earn. Amazon is your other great ally. In fact, the company led by Andy Jassy has invested around $8 billion, when official data indicates that Google has invested $3 billion. AWS is still considered the largest infrastructure provider for Anthropic, and its supercomputer Project Rainierbased on the Trainium 2, allows you to have a large computing capacity for every dollar invested, they point out on Amazon. The company’s influence is not only financial: it is structural. Image | Wikimedia | Fortune Brainstorm Tech In Xataka | You thought you had an amazing connection on Tinder, but you were actually chatting with ChatGPT

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