greatest

AI agents can not only plan your vacation from beginning to end. They are also the greatest threat to Booking and company

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With the generative andn decelerationAI agents run like The next great revolution of the sector. Unlike a chatbot to which we ask something and respond, an agent is able to carry out complex tasks autonomously. The first reaction was to see them as A threat to many jobs. Expectations have fallen because technology is still quite greenbut there is a sector in which the threat seems very real and is already preparing for what can come. The threat. Travel planning is one of the fields in which an AI agent can be very practical. In fact, he was part of the demonstration of Chatgpt agentin which they asked him to organize assistance to a wedding and the agent organized the entire plan, including looking for flights and hotels. If an agent does everything for us, this could leave flight seekers and hotels out of play that act as intermediaries and take a commission for it. If you can’t with the enemy … They tell it in Financial Times. Online travel platforms are beginning to implement functions with AI in their portals. This is the case of Airbnb, which already implemented an AI agent in its customer service and plans to expand it to more areas of its app to make the most automatic experience. Booking signed an agreement with OpenAI to automate services and launch its own travel planner adjusted based on platform data. Expedia also integrated Openai technology and is working on an agent. Hotels and airlines. Unlike online agencies, both the hotel sector and the airlines see with good eyes the arrival of AI agents. If customers hire them directly with them, they would save the Commissions that in the case of the hotel sector is around 20%. Of course, nothing guarantees that these alleged agents do not implement other types of commission system for each hired trip. For Hotrec, the European hotel association, AI agents have potential, but can end up replicating the platform model and generating a new dependency cycle. A lot of at stake. We talk about a business that, according to Financial Times, moves 1.6 billion dollars a year worldwide. The leader travel agency is Booking, which In 2024 he billed 24,000 million dollarsfollowed by Expedia with 10,000 million dollars. The irruption of agents in business can threaten their domain by offering more options to consumers. Nervous. Last year, researchers from the University of Ohio They tested the capabilities of several AI models When planning trips and only achieved a 0.6%success rate. Although agricultural AI has improved, we have recently seen that It still has a long way to go. However, nervousness among those responsible for these platforms is evident. Jochen Koedijk, Expenditure Marketing Director, believes that online agencies have an advantage because they have many data on user behavior. “We know what it sells and what is not. That is the proposal of really important value,” he says. Glenn Fogel, Booking CEO, it’s clearer: “I’m not so dumb as it doesn’t worry me.” Image | Web Summit, via Flickr In Xataka | AI has become the best example that if you don’t pay for the product, you are the product

Microsoft has just made the greatest investment in its history. And not in Openai, but in an unknown Dutch company

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Nebius Group, an unknown company based in Amsterdam, has signed a surprising multiannual agreement worth $ 19.4 billion with Microsoft. It is in fact the largest investment ever made by the firm of Redmond, and the question, of course, is why. What is Nebius Group. The company was founded in 1989 as Yandex NV, Yandex’s legal matrix, the well -known search engine that was a rival of Google in Russia. After the invasion of Ukraine by Russia, Nebius Group Yandex sold to a group of Russian investorschanged his name to the current one and focused on a key segment: that of artificial intelligence. Data centers to power. Specifically, in the field of servers and data centers. Since then Nebius Group has been dedicated to providing cloud infrastructure for companies that develop and run AI models. Your rivals They are companies such as Coreweave, Crusoe or Lambda Labs, which are a step below the “hyperscators”, Aws, Azure, Google Cloud or Oracle. The agreement. In it Document registered in the SEC The US indicates that Nebius will yield the computing capacity of the GPUS of its data centers in varisa phases this year and the one that comes, and that the total value of the contract will be 17.4 billion until 2031, with an option for Microsoft to extend those services worth 2,000 million additional dollars. Microsoft cloud reinforcement. The agreement will allow Microsoft to access the computing resources available to Nebius in its Vineland Data Center (New Jersey, USA). It is a movement clearly for solve the shortage of resources that is coming when managing AI workloads: more and more users make use of this type of technology and Microsoft current data centers have a limited capacity. More than OpenAi. The operation is even greater than the one that Redmond’s firm He did in Openai Estimated at $ 13,000. This alliance has allowed Microsoft to have exclusive access to OpenAi’s models and reuse them in the form of its Copilot platform. Meanwhile, Openai has been able to use the Microsoft infrastructure to train and serve those same models to the general public. Nebius rises to the beast in the stock market. The agreement has triggered the value of Nebius’s shares, which had already folded their value in what we had been, but after the news They have grown 60%. The effect is contagious, because one of its srival, Coreweave, has also risen 5% in the stock market without having made any announcement: it has simply become possible candidate for Microsoft or any other large company to invest in its services soon. European taste centers. Although it has roots in Russia, Nebius seems to want to leave that past behind to settle definitively in the European Union. The company current account with five data centers: three operations (Helsinki, New Jersey and Kansas City) and two in development (Keflavik, in Iceland, and Paris). The focus on the installation of data centers in European territory is clear, as these last two projects in full development demonstrate. Another great “European” unicorn. After the creation of its Data Center in Paris – which will presume to have N200 N200 chips – Nebius announced its intention to invest more than 1,000 million dollars in mid -2025 in its AI infrastructure in Europe. Its new data centers in Paris and Iceland demonstrate that vocation, and the company is managing to capitalize on that commitment to AI. It is undoubtedly one of the last protagonists of the European technological scene, which little by little begins to raise alternatives. Freepik did it in Spainthey have done it Mistral and ASML with its unique agreement This week, and now Nebius does. Image | Nebius In Xataka | The ASML-Mistral alliance reveals the European plan B: if we cannot manufacture chips, we will at least control how they are manufactured

Trump’s dinner with Big Tech leaders has not been a dinner. It has been the greatest act of technological vassalage in history

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On Thursday a unique act of vassalage took place. In him CEOS and leaders of the main technology companies Americans attended a dinner in which they paid supplies, without exception, to the president of the United States, Donald Trump. The scene, Continuation of another recentit was almost feudal and it was a spectacular demonstration of what is the balance of current power in the United States. What happened. Last week the White House advertisement That the first lady, Melania Trump, organized a meeting with the aim of creating a “shock force” to promote education in artificial intelligence. To that event They went The CEOs of the great US technology companies, among which they stood out: Tim Cook, Apple CEO Satya Nadella, CEO of Microsoft SUCBUL PICHAI, CEO of Google Mark Zuckerberg, Meta CEO Alexandr Wang, Excueo de Scale Ai Sam Altman, CEO of OpenAI Grek Brockman, president of OpenAi Smooth his, CEO of AMD Safra Catz, CEO of Oracle Arvind Krishna, CEO of IBM Sergey Brin, Google co -founder Elon Musk, the great absent. They went to dinner 33 guests Among those who were those technological leaders, in addition to some administration officials and risk capital investors. There were nevertheless several notable absences: for example those of Andy Jassy, ​​CEO of Amazon – but did David clean (CEO of Blue Origin) and Jamie Siminoff, director of the firm – or that of Jensen Huang, CEO of Nvidia. The most striking was Musk’s He said in x that “I was invited but unfortunately I could not go” although there are data that suggests that I wasn’t on that guest list. Your relationship with Trump, Before idyllicis in the last times going through a much more complex phase in which both They have clearly distanced themselves. Thanks, Mr. President. During that dinner the CEOs of the great technological ones had a brief intervention that in all cases included a thanks aimed at President Trump. Altman, Gates, Nadella, Pichai or Zuckerberg left him evident in his speeches. The OpenAi CEO, for example, said “thank you for being a favorable president to business. It is a very refreshing change.” Satya Nadella, CEO of Microsoft, followed that same line when heading to him: “” Thank you very much for gathering everyone and for the policies she has launched for the United States to lead. “ Tim Cook and his eight “thanks” in two minutes. The most striking of these participations was that of Tim Cook, CEO of Apple, who in two minutes said “thanks” to the president. The shared viral video on social networks has caused the occasional Meme For the surprising submission that Cook showed in his speech. The relationship between the two It is singular From the presidential elections. Modern technological vassalage. The scene was especially striking and in the shared videos on social networks, Trump is seen and the first lady sitting in the center of the table as dominant figures, while the people who currently shape the global economy. The scenery was spectacular: Silicon Vally giants basically went to a dinner in which they transmitted their total subordination to the US president. It was an even more forceful symbol that the one who lived at the investiture ceremony by Donald Trump. Looking for the president’s favor. These acts demonstrate what is the balance of power in the United States. It does not matter that the managers of these companies are responsible for much of the world economy: They all know That regulations, tax sanctions or vetoes can stop their innovation and billing, and Trump does not hesitate to play those letters if he considers it necessary. Political power is able to impose a regulatory framework, and companies know that they depend on that framework to operate. What times those on Facebook (for example) blocked Trump from his social networks. Silicon Valley is afraid. What is also evident is that the technological world in the US cannot be separated from state power. They depend on him antitrust regulations, digital infrastructure and of course gigantic and juicy government contracts. Being good with the US president is crucial for their businesses, and if you have to fold, they fold. That was not an exchange of impressions: it was a demonstration of who directs the score. Strategic calculation. The submissive position of technological leaders probably also responds to a strategic calculation: It is better to be docile in public and then negotiate regulatory benefits in private. The choreography shown at that dinner was full of meaning, because despite the power of the Big Tech, these companies are still anchored to the fact that the US president is a thickery of modern king to which they must pay vassalage so that they do not change the rules of the game in a second. Not so different from what happens in China. The scene also reminded us of a situation much more forceful: The one that is lived in China, where the government and its president, Xi Jingping, hold absolute power. Companies know it and for years have paid an absolute vassalage to their rulers, which intervene and make decisions in the operation and management of private companies. And those who try to rebel pay very expensive: to tell Jack Ma. In Xataka | Protect Trump is a headache, so the secret service has bought a armored golf car: the Golf Force One

The greatest economies of tourism, exposed in this graphic revealing

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Tourism is an important economic engine for many countries. In countries like Spain, Talk about tourism is Talk about recordsbeing the fountain of about 13% of GDP. The Spanish scenario is very aligned with that of other Titans such as Mexico either Italybut there are three countries that are unmarked, being – for much – the greatest economies of tourism. And it is estimated that one of them will turn the tortilla in the next decade: China. The tourism economy. The previous graph is prepared by Visual Capitalist and the largest economies linked to tourism in 2024 are shown. data They correspond to the World Travel & Tourism Council, or WTTC, and the money that tourism contributed to the economy of each country during the last year is explored. The undisputed queen is the United States, being the tourist titan with an estimate of 2,400,000 million that arrived only for tourism and with around 18 million jobs depend on this sector with New York as Main destination. China is in second position, with a tourism sector that contributed $ 1,300 billion to the country’s coffers, practically half of the total of the United States. Far from both of them is Germanywith a tourism that contributed 488,000 million dollars to its economy, and the rest of the top 10 countries are more aligned below 300,000 million. China, heat what you go out. As we say, although in second place, China is far from the United States. However, the WTTC predict That the sorpasso will occur in the next decade, becoming the new queen economy of tourism. The arguments are a Increase in middle class income and a national impulse to accelerate the development of the sector. Not only do they estimate that tourism will contribute 14% of the national GDP (an imposing fact if we take into account that at the moment It is about 19,000 billions of dollars, or 19 billion ours), but it will also be the First Source of Tourists worldwide. By the way, 14% of GDP, if GDP remained as currently, is about 2,600,000 million dollars. Europe. Within the top 10 countries such as Mexico, India or Japan whose GDP also depends largely on tourism, but if something is clear, outside the two Titans, Europe carries the singing voice. Germany is the power, followed by FranceItaly and Spain closing the list. And something that plays in favor of all of them, and that they have in common, is the artistic, cultural and gastronomic heritage so different, also as strong lines of communication thanks to the trains (which now they want to be promoted With new night trains) and To the plane. Dependence. The graphic reflects the money that tourism contributes to the economy, not which country receives more visitors or the relationship between tourism money and GDP. But although for all of them it is a good piece of the cake of the gross domestic product, There are other countries in which this tourism is vital. Tourism in Malta or Croatia, for example, represents about 15% of GDP, and if there are cities that are complain about touristificationin the case of Malta we have a curious case. Account With about 540,000 inhabitants and in 2024 received Approximately 3.5 million tourists. Only during August, he had about 429,000 tourists, which means practically matching the population of the island. And this is a blessing, but also a problem for economies so specialized and under tourism, which may be more vulnerable to crisis. In Xataka | The hoteliers promised them happy in a summer of record tourism. Until the ghost reserves arrived

Those who understand it end up being their greatest enthusiasts

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Imagine that you ask for Chatgpt either Gemini A poem, a recipe or a summary and the answer appears polished on your screen in seconds. Now ask yourself what happens behind: Models trained with millions of datareal -time inference processes. Those who understand this mechanism usually look at AI with more skepticism; Those who do not understand it so well tend to see it with greater fascination. A recent study suggests that this difference in understanding helps explain who adopts it with more enthusiasm. The usual thing with the new technologies is that the first to adopt them are the ones who understand them best. With artificial intelligence the opposite occurs. An investigation published in Journal of Marketing By Stephanie Tully, Chiara Longoni and Gil Appel shows that people with less literacy in AI are usually the most enthusiastic when using it. The finding is repeated in different contexts and countries: the less it is understood how it works, the more fascination generates and the greater the willingness to incorporate it into the day to day. When understanding less means getting more excited As WSJ points outto reach these conclusions, the authors deployed a battery of studies in several phases, with surveys and experiments carried out in 27 countries. In addition to evaluating concrete tasks, they measured literacy in AI with their own instruments, such as a 25 -question questionnaire, and with a 17 -question test prepared with two AI systems. In one of the experiments, 234 university students indicated whether they would use a free tool for academic work that went from analyzing the beginning of World War I until writing a romantic poem. The pattern was consistent: the lower the technical knowledge, the greater the willingness to use it. According to the authors, the link between low literacy and enthusiasm is not explained because I believe that AI is more capable or less dangerous, but by how its operation is interpreted. For those who do not know the technical details, seeing a system generating creative content can be surprising and even mysterious. That feeling of magic awakens curiosity and trust, which makes these tools more attractive. Researchers add that this relationship is not linked to valuations on the ability of AI, ethical judgments or the fear of its impact, but precisely to that aura of “magic.” The work also emphasizes that this pattern does not mean that the fascination with AI is universal or disappears when understanding its functioning. Those who have more training They tend to see algorithms where others see magicwhich does not imply disinterest, but a more critical approach. In addition, the results reflect general trends and enthusiasm can vary according to the context, the type of task and the user’s previous experience. The study does not intend to simplify the debate, but to provide data on how we perceive these technologies. Researchers point out that these conclusions may have direct applications for companies that develop AI -based products. Identifying users with less technical knowledge as a more receptive audience can help design more accessible marketing and use experiences. At the same time, they warn that feeding the mystery of these technologies can be counterproductive: the more opaque a tool is, the more difficult it is to build long -term confidence. The challenge is to balance curiosity with transparency on how systems work. The study suggests that amazement is an effective entrance door to artificial intelligence, but does not replace knowledge. Learn how these technologies work Help recognize its risksvalue its benefits and make more informed decisions about its use. For users, familiar with technical foundations is a way of continuing to explore without being carried just by novelty. The fascination can continue there, but accompanied by criteria, which in the long term allows a healthier and more productive relationship with AI. Images | Xataka with Gemini 2.5 | Solen Feyissa In Xataka | Europe already has its domestic humanoid robot to compete with Tesla: Neura will be in charge, it will arrive in 2026 and is already priced

Google has been saved from guillotine thanks to its greatest threat: chatgpt

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The judgment In the case of the United States against Google, published yesterday, it is one of the most important in the history of the world of technology. And in it Judge Amit Metha, in charge of the case, mentions 133 times the same word. Ia. Three years ago this sentence would have been very different, and there would probably have not had a single mention of that acronym. But the launch of Chatgpt in late 2022 has changed everything, and has caused a surprising consequence for Google. Despite having confirmed that it has a monopoly in the searches business, The punishment has been soft. Almost benign. Google will not have to sell Chrome As the accusation demandedand instead the judge has forced the company to share search data with its competitors already limit – but without prohibiting them – the exclusive search contracts that it maintains with companies such as Apple. The result of the trial is clear: Google has won, especially since it has lost much than what I could have lost. AND The great responsible for that legal triumph is not even Google, but chatgpt. Already in the introduction of the sentence, on its first page, the foundations of that decision are made clear: “Google is still the dominant firm in the relevant product markets (search). No rival has managed to fight with Google market share. And no new competitor has entered the market. But artificial intelligence technologies, in particular the generative AI (” Genai “)) can end up changing the rules of the game.” From there the sentence speaks of how generative technologies have been increasingly integrating into traditional search engines. It is something we saw first with Perplexity and that has ended up changing the search experience of the same Google. Chatgpt, the unexpected Salvador de Google From the results page with a list of links we have moved to a page in which more and more often The first thing that appears is an AI overViewan answer generated by AI and built directly from different sources. He NEW AI MODE It goes even further and raises the future transition from the traditional search engine – you are questions, he generates link lists – to one with whom we will talk. The AI has entered as an elephant in a potsweeping everything, and searches have been especially impacted. We are many who started using much more chatgpt, Claude or Gemini than the traditional Google search engine or some of its rivals, and that reality has been reflected in the sentence: the search engine, as we knew it, is becoming something else, so the classic search engine is no longer “so dangerous.” In fact, this sentence is from that very reasonable point of view: the AI ​​boom is creating such competition in the searches market to force Google to make drastic structural changes – such as selling Chrome – seems unnecessary. Of course, that does not make the sentence be content. Gabriel Weinberg, CEO of Duckckgo, believes that Google’s privileged position will continue to benefit and prevent free competition. In A shared statement in X He explained how “Google will continue to continue using their monopoly to stop competitors, including searches with AI.” Tim Sweeney, CEO of Epic, went further and criticized the punishment that justice had imposed to Google, considering it absurd and raising an analogy of the most suggestive: “It is as if a defendant had stolen a series of banks and the court’s verdict had declared him guilty, and then he had condemned him to probation, by virtue of which he could continue to steal banks, but he would have to share information on how he does it with other thieves of competition banks.” It is an interesting way to see that sentence, of course, but it is clear that sharing that data from your searches – Gogle has already warned that will review that decision– Open a door to more competitors. Not only that: it raises changes for the panorama of future search engines, including those with whom we will not stop talking. Chatgpt, the unexpected Salvador de Google, included. Image | Xataka with chatgpt In Xataka | “I’m afraid we’re going to be more busy”: Jensen Huang Discrepa from Musk and sees at AF a deep labor transformation

Nano Banana is not just a great creator of images with AI. It is the greatest danger to Photoshop and company

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Google has been playing hiding place with what is a great threat to Photoshop, at least in its photo editor facet. For weeks, a mysterious tool called “Nano Banana“He has been appearing anonymously into test platforms, leaving amazed professional users. Google finally confirmed that this experimental model is yours and is integrating it into Gemini. Why is it important. We are facing the beginning of the end of the layers, masks and tools that have defined digital design for 30 years. You change the color of a shirt without distorting the face. You add elements without reinventing the background. In 2 seconds, no 15. For professional uses it is not ready. For first sketches or for domestic use, it is perfect. 10 Google applications that could have triumphed The difference is persistence. Other models generate from scratch with each Promptbut Nano Banana remembers. You can strain about the same image dozens of times. Some examples. Let’s see what can be done with Nano Banana (if you want to know how to try it, We have prepared a guide). Everything has been done are the Prompts that we attach, without more. Original photo: “Create an image with this man but in a Valencian people of the 50s, with clothes, appearance, hairstyle, environment, etc. that are credible for the time.” “Now in the 2050 futuristic Shanghai.” “Now he returns to the original photo and adds this man by his side, posing together for the photo.” “Now back them as two Roman gladiators in the amphitheater.” Let’s go with something else. This Apple announcement in Las Vegas, deployed a few years ago. “Modifies the announcement text to say ‘2×1 in all iPhone models until the end of stock’”. Another different. We give you these two images. “Put this man the red shirt that attached to you.” “Now place him in Mestalla.” “Put a black cap and remove the clock.” All at the blow of Prompt And very fast, more than chatgpt. The money trail. Nano Banana has a cost of $ 0.039 per image of 1024 x 1024 pixels. Adobe has already announced that he will integrate the model in Firefly and Express, as reported Business Insider. His argument (“we offer all the models in one place”) makes sense, although something defensive also sounds. Those who pay dozens of dollars a month for a license to make editions will begin to be renewed. Now it is possible to generate Mockups In minutes, not in days. Some Ecommerce They will stop needing so many photographic sessions. A teacher can create a better adapted diagram than that of publishers. Everything with Prompts of text. In Xataka | Browsers prepare for the most radical transformation in their history. One in which the IA will be Outstanding image | Xataka

Asturias prepares the greatest experiment in Spain to reduce the day

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When the national debate seemed focused on (still stagnant) Reduction of the working day At 37.5 hours a week, Asturias has decided to step on the accelerator. The Principality government has launched the machinery to launch an experiment on the four -day work week in the region, a movement that resurrects one of the Conversations about the future of work in our country. The first step have already taken it. From the regional government They have already tendered The study that will serve as a road map in this ‘experiment’. The objective they have is clear: analyze the viability and The economic impact to implement a 32 week weekly day in the business fabric of the region. A necessary study to be a success. This study, which will have a value of 16,862 eurosan external consultant will be held. In its content, what is going to be collected will be the similar projects that have been made in other regions, with their failures and their mistakes. In this way, we will not try not to fall into the same stone again as other autonomous communities or other regions of the European Union. In addition, it will also identify the key sectors of the Asturian economy where it would be more feasible to apply this reduction in working hours, and especially where there will really be a benefit of having a four -day day. From there, the assessment of unions, employer and company will be collected to have a complete vision of the consequences that this measure can have. When it will be launched. Once the report has been launched in tender, the manager who manages to get him will have a period of three months to be able to collect all this information, so we can easily leave the next year. When you have all this information, it will be when the Government will propose to companies the possibility of joining this initiative. The main focus will be in the private company. Sources from the Ministry of Science, Industry and Employment They have detailed To El País that the objective will be the private company in this experiment. Although they will also analyze the viability in the public company. But what is clear is that participation will be voluntary, as detailed in the agreement signed between the regional government with the employer and the unions. In these same statementsthe Ministry suggests that this model make Asturias one of the first communities to apply this labor model, aspiring to be one of the greatest experiments in Spain in this area. All this because so far the projects that have come forward have focused on very specific areas of a province or have been a failure, as in the case of the Plan of the Ministry of Industry. The great debate: how will affect salary. Logic can mark that a reduction in the number of hours worked It also carries a reduction in monthly salary. But this is something that at the moment is not clarified in the position by the Principality. As they point out, there is a “varied casuistry” and that, in the absence of a national regulation, it is an “issue to negotiate in each labor relationship.” Precisely, the study that has been in charge will be focused on shedding light on how this problem with companies should be solved. There are a history in Spain. To see similar projects we can go to Valencia in the spring of 2023, where the City Council of the capital tested the four -day week turning on Mondays. The results In this case they were very positive, since an improvement in the well -being of employees was evidenced. Although he also had a negative impact on some businesses by losing this habitual clientele of Mondays. Nationally, the Ministry of Industry launched in 2022 With a budget of 10 million euros in grants A plan to reduce working hours. But it was a disaster, since Only 41 industrial SMEs requested participatingand finally, almost two years later, only five companies were approved, reducing the investment to 500,000 euros. In Spain the regulation will still take to arrive. Although the Council of Ministers I already gave green light To the legislative text that would come true to have a 37.5 hours day in Spain, you still have to wait. His passage through Congress is being torpedored, since for the moment does not have enough support To be published in the BOE. Although the reality is that although it seems A substantial changethere are many companies that collect it in their collective agreements and Other EU countries They have a day below what is raised. Images | Annie Spratt Miguel Ángel Sanz In Xataka | Face B of the four -day week: the problems that British essay companies found

The US wants China to become addicted to Nvidia chips. His problem is that his greatest rival is not for the work

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The administration led by Donald Trump has realized that her predecessor and herself have made a very serious mistake. SANCTION PACKAGES that have deployed during the last three years To prevent China from doing with the most advanced semiconductor manufacturing equipment, and also with avant -garde chips for artificial intelligence (AI), have forced the Government of Xi Jinping to become independent of foreign technologies. The Chinese industry of the integrated circuits has advanced a lot during the last five years, and will surely continue to do so. It is very likely that in 2026 Chinese manufacturers have their own extreme ultraviolet lithography equipment (UVE). And currently Huawei, Moore Threads and other Chinese companies have GPU for some scenarios They compete with the Nvidia and AMD chips. The independence of the Chinese semiconductor industry is underway. The best output given this juncture for the US is none other than to deliver to China in a controlled way advanced chips for AI, but less powerful than the most capable that design Nvidia, AMD or brains. In this way this Asian country may relax a bit its ambition for development and independence. This is exactly what the Trump administration is doing by allowing Nvidia to give back to its Chinese clients Your GPU for IA H20as Chris Miller holdsthe author of ‘The chips war’in his Newsletter. China is getting out of Nvidia The future of Nvidia in China is largely in the hands of the administration of the cyberspace of China, known as CAC for its English denomination (Cyberspace Administration of China). This institution is the main Internet regulatory body in China and is thoroughly investigating NVIDIA H20 GPU Because it suspects that this chip could incorporate a back door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. David reber Jr., Nvidia Security Director, published last week An article in the blog of this company entitled “There are no rear doors in the Nvidia chips. There are no deactivation switches. There are no spy software” in an obvious attempt to defend the company’s reputation and appease the growing distrust to which he faces in China. There is a lot at stake. If the final resolution of the CAC turns out to be unfavorable with all probability NVIDIA will lose a good part of the income currently obtained in this country. The Chinese government is urging Chinese companies that are dedicated to the development of large models of the use in their Chinese chip servers However, this is not all. Whatever the CAC verdict is a fact that the Chinese government He is urging Chinese companies that are dedicated to the development of large models of AI to use in their servers integrated circuits of Chinese origin. In this scenario their best bazas are now Huawei and Moore Threads. The first of these companies has lists its own GPU for iathe chips ascend AI, for more than five years. During this period of time it has been refining them and increasing their abilities with the purpose of matching or even overcoming the performance of the chips A100 and H100 of Nvidia. His most ambitious proposal right now is the chip Ascend 910dwhich seeks to overcome the performance of the H100 GPU. However, this Chinese company has also recently presented its chip Ascend 920a solution that is clearly destined to occupy in the Chinese market The H20 GPU space. This proposal will enter large -scale production during the second half of 2025 using 6 NM integration technology that have presumably developed elbow with Huawei elbow and SMIC. On the other hand, Moore Threads He has developed several GPU for AI applications that, on paper, rivaize some of the advanced solutions that have placed in the Nvidia, AMD or Huawei market. The MTT S4000 and MTT S3000 cards are its most interesting proposals right now, although, curiously, in its porpholio the MTT S80 card, a proposal for games and content creation that, according to Moore Threads itself, has a 14.4 TFLOPS calculation capacity also appears in Floating Coma operations of simple precision. It doesn’t impress, but it’s not bad at all. Image | Gage Skidmore | Wikipedia More information | Financial Times In Xataka | Ten Chinese companies in Chips and IA have allied with a common goal: to put an end to the domain of Nvidia

The countries with the greatest natural gas reserves, gathered in this graphic developer

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Natural gas has become a bridge fuel on the road to decarbonization. Emits less dioxide that coal or oil when used to generate electricity, and in a world that is hitting the Volantazo to renewable energiesgas has established itself as a vital element. Reason? Is being used to feed the voracious data centers And, in addition, it is A geopolitical element. And there, countries with the largest natural gas reserves have a lot to say. And that mixture between natural and geopolitical resources can be seen perfectly in this graph elaborated by Visual Capitalist: The powers. Russia, Iran and Qatar are the indisputable powers when we talk about natural gas reserves. The United States stays close, but the first three, according to these data from the US Energy Information AdministrationThey represent 51% of those world reserves. And the first ten countries, which are represented in the graphic, accumulate 83% of the total natural gas. Russia is the clear clear, with twice more than Qatar and almost tripling the reserves of the United States. The closest is Iran, Another oil power. Protagonist role. And who controls gas, controls a large percentage of the world energy cake. It is estimated that, currently, natural gas represents 23% of the global energy mix. This depends on the country, of course, but one of the largest whales is the United States and there represents 40% of the electricity generation. The reasons are the amount of and efficiency, being your Great advantage which is the most ‘dispatchable’ energy source. It can be activated and deactivated easily and, in a matter of minutes, operates with a capacity greater than 80% to satisfy demand peaks. In addition, what we have already commented: its emissions Co₂ are approximately 50% lower than coal and 30% lower than oil. Trend. The graph represents the status of reservations in 2023, but with more recent data, we see that it is still an essential fuel: Natural gas meant 33% of the increase in world energy supply. The demand for natural gas in 2024 increased 2.5%. Electric generation from natural gas also grew by 2.5%. Natural gas production increased 1.2%. And world trade by gas pipeline and LNG increased by 3.3%, being the first time it grows from 2021. Geopolitics. And that only a few countries have such an essential fuel for the rest, it implies that it is a source of economic, diplomatic power and, in times of crisis, also a weapon. In Europe we have witnessed this from two different fronts. Before 2022, near the 40% of European natural gas was Russian. The invasion of Ukraine caused a series of cuts in the supply and Russia He used it as a weapon in the contest‘drying’ the countries of the European Union that supported Ukraine. This has led the EU to rethink your energy safetydiversifying energy sources and investing in infrastructure such as those of the Green Hydrogen Corridor. And, in this situation, the US has gained weight becoming the largest gas exporter to Europe, using this resource in the Tariff trade war. Artificial intelligence. Beyond politics, this ability to satisfy demand peaks is something that is erecting natural gas as the most important fuel today. Data centers require something called “operational reliability”, or what is the same: they cannot stop working and They cannot depend on renewable energieswhich may have intermittent periods of activity, be their only energy source. In addition, at certain times of computational demand peaks, They need a huge amount of immediate energyand that is where natural gas can meet that demand. The energy need for these is such Data macrocentros that there are companies that are choosing to take over nuclear energy plants to meet your needs. Gas for a while. The natural gas is a complex scenario because, although we want to get rid of it in favor of renewable energies, factors such as its energy advantage and strategic pacts favor that it is rope for a while. The projections indicate That the energy demand of data centers only in the United States will grow from 180-290 twh from 2024 to 515-720 TWH in 2030. In the rest of the world, It will pass of the 415 TWH to 945 TWH in 2030. Globally, other analysis They point to an increase in that 50% demand by 2027 and up to 165% by 2030. Beyond the needs of the data centers, it is wait An increase of 32% in the world demand for natural gas by 2050, being Africa and Asia the main driving regions of this growing demand due to electrification and industrialization needs. These estimates can go to the fret if a Unexpected increase in renewables Thanks to new technologies or more efficient solutionss, or if the panorama of the data centers changes, but what is evident is that the Camino to decarbonization You will have to live with natural gas. In Xataka | If Europe is beating solar energy records this summer, why has the price of light shot?

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