Hunger

All the money in the world won’t satisfy AI’s RAM hunger

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There is no RAM for so much AI. At this point in the film, no one can ignore that we are fully immersed in a new component crisis. Unlike the perfect storm that shook the technology industry in 2020, the new crisis is due to something very specific: the voracity of data centers and the artificial intelligence. In recent weeks we have seen negativity everywhere, but now one of the main people responsible for the lack of RAM comes to say that things are not going to stay the same. They are going to get worse. 30% of the goal. Chey Tae-won is not just anyone. This is the CEO of SK groupone of the largest conglomerates in the world and a South Korean giant that controls everything from the energy industry to chemicals and telephony. In addition, it has SK Hynix, one of the largest manufacturers of memories from around the world. If there is an authorized voice in this crisisof course it is yours. And what did he say? Well, there’s still a RAM storm left for a while. In a recent interview, stated that memory supply will be more than 30% below AI demand for this year. That is, by turning all their production to high-performance memory for AI, completely abandoning the consumer sector, they will be far from be able to satisfy what companies like NVIDIA they are claiming. structural problem. As we say, we have been talking about the state of the industry for weeks, but now we understand the extent to which the consumer sector has taken a backseat to memory manufacturers. That “we have given everything and we are going to fall within 30% of the goal” is tremendously revealing and explains the reason why everything with a memory chip is rising in price. Micron, SK Hynix and Samsung are the three companies that lead production by memory. They make both consumer memory (that of the mobile phone, the PC, the routerTV or car) as a professional (high-bandwidth HBMs), but their production is not unlimited: if they want to increase performance in one type of memory, they must lower that of the other. And that’s what’s happening: the AI ​​business is memory hungry, and for every unit of high-bandwidth memory produced, several units of standard memory must be sacrificed for other devices. This creates a bottleneck and an “unprecedented” shortage, according to Micron’s vice president, as the AI ​​industry is consuming all memory production capacity, creating a tremendous shortage in the conventional branch. All sold. As consumers, buy an SSD, a RAM module and a Large capacity HDD is a luxury right now, but to those who control chip production, it’s going well for them because they are selling all production before starting to “print” chips. Chey Tae-won himself has commented that the profit margins on his HBM4 chips are stratospheric, around 60%. Micron has already commented that all of its HBM memory production capacity for 2026 is already sold, and These are statements similar to those of Western Digital a few days ago. This implies that they have already sold components that do not exist for graphics cards that do not exist and that will power data centers that do not yet exist. abandoning ship. Samsung, SK and Micron are expanding their production lines and opening factories, but getting clean rooms It’s a slow process for them to start making chips, and Micron’s new plants, for example, aren’t expected to start making RAM until 2028. And when they do, it’ll likely be memory for data centers, not consumer price relief. In the end, there are only a few suppliers for many manufacturers, and that has another consequence: there will be brands that they have to get out of the car. The CEO of the SK group has commented that “there will probably be PC and smartphone manufacturers that will end up abandoning their businesses”, but he has not been the only one. A few days ago, the boss of Phison, a company that makes memory controllers, pointed in the same line. And it is easy to understand: if a manufacturer with low volume costs much more for memory, it has two options: sell a PC/mobile with less RAM or sell that same product much more expensive. Neither is a good idea. The price of 32 GB of DDR5 RAM from Crucial. Micron’s Crucial no longer exists Not very hopeful forecasts. The big question is when this solution will end. From SMIC, the large Chinese foundry, it is estimated that storm remains for a while because everyone wants to build their infrastructure for the next decade over the next two years. There are analysts who estimate that manufacturers – such as those in the automotive sector – are stockpiling AI out of “panic” that it will run out and now HBM4 memory is being produced, but in a few years there will be superior technology that will make AI faster and more capable… and the industry will turn to it again if the bubble doesn’t burst first. Domino. Meanwhile, companies like TeslaIntel or the Japanese giant SoftBank They want to get fully into the DRAM market and the companies Chinese companies like CXMT have an opportunity to meet the demand for AI for devices such as laptops. And, although we now see how it has impacted the price of loose components, we have to wait to see what happens in already assembled devices. Lenovo has pointed that the price of laptops is going to rise, but there are also warnings about important price increases in mobile phones, above all in low and mid-range devices, where the price of RAM represents a large part of the product cost. As I have said before, we have to cross our fingers so that the mobile phone or PC does not break, since once it is time to change it, paying the price will not be something pleasant. Images | Xataka, Bananovaya In Xataka | We … Read more

We have discovered the “button” that activates our hunger. And it is the next revolution in weight loss medications

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In the molecular complexity that reigns in our body with the aim of controlling all its processes, Weight and appetite are undoubtedly one of the most complicated to keep under control.. Now, an international team of scientists has shed light about a molecular mechanism that acts as a master modulator, changing the way our brain processes hunger and satiety signals. Something that can give rise to new medications such as the famous Ozempic. The study. Published in the journal Nature, this research focuses on a key player in our metabolism: the melanocortin-4 receptor or MCR4. In this way, you can think that MCR4 is the “guardian of appetite” because it is nothing more than a protein present in our neurons that, when activated, tells us that we are satiated and that it is time to burn energy and reduce food intake. However, the operation is not as simple as the switch that turns the light on or off in our house. This is where its lesser-known, but crucial, partner comes into play: the MRAP2 accessory protein. The big change. Until now, it was known that the MRAP2 protein interacts with MC4R, but the consequences of this relationship were not fully understood. The new research reveals that MRAP2 has a drastic effect on the behavior of the appetite guardian and this is where the role it may have as a therapeutic target comes into play. What was known until now is that MC4R receptors tend to clump together on the surface of cells, forming “oligomers” or, to simplify, working in pairs or groups. Now the study shows that when MRAP2 enters the scene, it breaks these bonds and forces the MC4R receptors to act as “monomers”, that is, alone. A priori, the fact of going from being paired to acting alone may be insignificant, but the consequences it has are enormous and completely modify the recipient’s response to stimuli. Boosts the main signal. This is one of the effects caused by the MRAP2 interaction in this equation. Specifically, it has been seen that when it is in a monomeric state, MC4R becomes much more efficient in activating signaling pathways mediated by the G protein. This means that, with the same amount of stimulus (the α-MSH hormonewhich makes us feel satiated), the cell’s response is considerably stronger. Cancels stop signal. Normally, after activation, the receptors recruit a protein called β-arrestin2, which acts as a brake: it stops signaling and causes the receptor to be internalized, removing it from the cell surface to “reset” the system. Surprisingly, MRAP2 impairs this process. It hinders the recruitment of β-arrestin2, which in turn reduces the internalization of the receptor, so its ligands can bind to it in a much simpler way. The receiver on the front line. By preventing the receptor from entering the cell, MRAP2 allows MC4R to remain on the cell surface longer, ready to continue receiving signals. It’s like keeping a soldier on the front lines of battle instead of sending him to rest. In summary, MRAP2 acts as a “tuner” that modifies the MC4R receptor, biasing its function toward more potent and sustained G protein-mediated effects, while disabling its own braking system. The importance. Once this process has been understood, we move on to its importance in the clinic. The first thing that has been seen is that mutations in the MRAP2 gene are associated with cases of severe obesity in humans. This study provides for the first time the detailed molecular mechanism that explains why. Bottom line, if MRAP2 isn’t working properly, the MC4R “appetite keeper” doesn’t get that extra boost, becoming less efficient and contributing to an energy imbalance. These findings open a new avenue for drug development. Instead of looking for molecules that simply activate or deactivate MC4R, one could now think of therapies that modulate the interaction between MC4R and MRAP2. We could design treatments that mimic the effect of MRAP2 to enhance the satiety signal in people with obesity, offering a much more sophisticated approach tailored to the biology of our body. More drugs. Right now on the market we have different treatments that are focused on those people who have the most problems losing weight. We talk especially about GLP-1 agonists such as Ozempic or Mounjaro, which have given good results. But on the horizon we can see that they will not be alone and many others will arrive. Images | i yunmai Drew Hays In Xataka | Solving one of the great myths of losing weight: if “walking quickly” works by itself to lose weight

Hunger and thirst begin in the head and we have found neurons responsible for it

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Hunger and thirst are basic sensations for our annoying subsistence that are. Our body needs to remind us that it needs water and nutrients regularly and evolution has laid the foundations for a more complex mechanism than we might think in principle. So complex, that we are still studying it. Interpret the signal. A new study has found New clues On the way in which our brain interprets the existence of a need to feed and hydrate, and how this need into action becomes. The team was even able to make drinks that were avoided by mice became desired by these thanks to the stimulation of certain neurons. Generalist and specialized. The team managed to identify groups of nerve cells from the tonsil involved in the sensations of hunger and thirst, some of them specialized in one of the functions, others more versatile. This led to the discovery of the first group of “thirst neurons” in the tonsil. “When we activated these neurons, the mice drank more, and when we suppressed their activity, the mice drank less,” indicated in a press release Federica Fermani, who led the study. “We also identified another group of neurons in the same region of the tonsil that generated thirst but also played a role in regulating hunger.” Optogenetics The team resorted to various tools Genetic for the study of the activity, including a so -called optogenetic. This technique allows to activate specific neurons using light -sensitive proteins and a laser capable of accurately reaching the cell. The team He combined this tool With silenced techniques that allowed to “turn off” neurons to study how their absence affects the animal’s behavior. They also resorted to methods focused on the monitoring of individual neurons in different brain regions to, through their connections with other cells, map the functioning of neuronal networks. The details of the methodology and the results of the study were published In an article In the magazine Nature Communications. And in humans? As is logical, what we find in mice does not always have its reflection in humans. Despite this, the study responsible for the study indicates that the structure of the amygdala is similar in mice and humans. This implies that the recent findings could help us in understanding how emotions and motivations can influence our eating habits, both in regard to food and in relation to the drink, they explain. Beyond subsistence. The team studied how the work of these neurons shapes our tastes and preferences. Eating and drinking is not only a matter of subsistence but also awakens taste, although this sometimes depends on preferences that we do not fully understand. In its analysis, the team analyzed this connection by offering mice a less desires but stimulating neurons in the central region of its tonsil. They observed that this neuronal stimulation changed the preferences of the animal, which increased its predilection for a beaten before disdained. As explained by those responsible for the study, the work of these neurons can also facilitate the work of understanding why some people feed on less or more. Knowing the work of these neurons could help us avoid health problems derived from these behaviors associated with them. In Xataka | Neuroplasticity: the people who defend that the Internet is changing our brain forever Image | Tukhfatullina Food Photography/Stylist / Lakshmiraman Oza

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