income

What you have is a very serious income problem.

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China has established itself as one of the driving forces of artificial intelligence, both in adoption and integration of new functions, but the economic balance tells a different story. Its ecosystem grows outward, not upward: it accumulates use, but not income. This divergence between scale and return, increasingly visible in the compared data, explains why the main challenge for Chinese AI is not how much it invests, but how much it manages to earn. The figures and trends we use come from sources that work with updated data series: Stanford University’s global investment tracker and the Tech Buzz China report with Unique Researchwhich examines the performance of Chinese products and companies during 2024 and 2025. Their combination allows us to understand not only how much China is progressing in AI, but also how it is positioned against other markets. The contrast between powers. Stanford University figures for 2024 place global corporate investment in AI at $252.3 billion, in a context of growing demand for these technologies. The United States led with 109.1 billion in private investment, a volume almost twelve times greater than that of China, which stood at 9.3 billion. The data illustrates the magnitude of the gap and the determining weight that American private financing has in the development of AI on an international scale. AI business metrics. To understand the performance of any AI application, it is worth looking at the ARR. This metric reflects the recurring income that a company obtains in a year, a key indicator to evaluate the solidity of its economic model. Unique Research places only four Chinese firms among the 100 private AI companies with the highest ARR: glory reaches 173 million dollars, PLAUD 125 million, ByteDance 116 million and Zuoyebang 33 million. Together they add up to 447 million dollars, 1.23% of the total list, which amounts to 36.4 billion. Compared to that figure, American companies concentrate practically all of the recurring income, which marks a clear difference in scale and commercial maturity. Glority and the piece that fits the context. The name Glority may not sound familiar to you, and that’s completely normal. Most likely, you have ever seen PictureThisits plant identification application that has become the reference in its category. The company was born in 2009 and began working with computer vision models long before the recent rise of AI after 2022. Its trajectory helps to understand how some Chinese companies have grown by combining everyday utility and a technical base developed long in advance. PLAUD and its double anchor: Shenzhen and the United States. Although it appears on the Unique Research list within the Chinese group, Its founder assures that PLAUD operates as a US company. Xu opened an office in San Francisco in 2023, works from there with part of the team and registered the company in Delaware, storing data in Amazon centers in the United States. He himself summarizes its structure like this: “we have the best talent in Shenzhen for hardware design and the best engineers in San Francisco for AI development.” A huge user base. The report figures at 4.78 billion the aggregate monthly active users of the top 100 AI companies as of August 2025. Of these, about 2.2 billion belong to Chinese platforms, around 46% of the total. Baidu, ByteDance, DeepSeekMeitu and Zuoyebang top that list thanks to their presence on multiple daily services. The breadth of its portfolios and continuous integration of AI tools allow its reach to be significantly greater than other markets. Predominance of the visual. In China, many of the most widely used AI applications revolve around the creation and editing of content, from video to photography, including retouching and digital makeup tools. This orientation responds to deeply rooted habits in the country. The result is a powerful visual ecosystem, although less present in business or productivity services, which usually provide more stable income. Where opportunities are concentrated outside China. The report indicates that, on an international scale, the growth of AI is divided into categories linked to daily work: support, development, infrastructure, productivity and improved search. This group includes products developed outside of China, such as ChatGPT, Cursor, Suno either Perplexitywhich are integrated into professional processes where continuity and recurring payment are common. Faced with this diversity, the visual specialization of the Chinese ecosystem occupies a more limited space. An obvious commercial paradox. The Chinese AI ecosystem is built on a huge domestic market, and most companies develop their products with that audience in mind. The report identifies hundreds of startups focused primarily on local users, a strategy that takes advantage of both the country’s scale and its pace of technological adoption. However, when the products that generate the most recurring income are analyzed, those that invoice in international markets predominate. Of the 23 Chinese products present in the top 100 by ARR, 19 earn their main income outside of China. The conclusion is clear: use is concentrated within the country, but the capacity for sustained monetization continues to come from abroad. Achilles heel. By relying on foreign markets to sustain their recurring revenues, Chinese AI companies operate under a higher level of uncertainty than their global competitors. Restrictions associated with “national security,” app bans, and trade measures between countries have become more common, and each of them can limit your international presence. If any of these barriers affected products that are currently monetized abroad, the drop in income would be difficult to avoid. The picture left by the figures is clear: China has built a broad ecosystem, although its income structure continues to depend enormously on foreign sources. The question is no longer how much you invest, but how you convert that effort into lasting results inside and outside the country. The challenge is to consolidate a model that can be sustained beyond reach and that resists an international environment marked by tensions and changing regulations. Images | Xataka with Gemini 2.5 In Xataka | DeepSeek has broken its silence after months without appearing: its … Read more

The reactive the great debate on universal basic income. And the question is whether it is feasible to create it: Crossover 1×23

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One hears about Universal basic rent and inevitably thinks that It’s money that gives you free. The idea goes far beyond that, but one thing is true: with the rise of AI and the potential revolution of robotics, the debate about this option is more rising than ever. And precisely this 1×23 crossover is dedicated to talking about universal basic income, its origins and what it means. And to do so are Jaume Lahoz and Carlos Santa Engracia, presenters of Crossover, and a server, Javier Pastor, to dissect the theme. The truth is that we are increasingly facing a future in which AI and automation can help Create ultraproductive companies. In that scenario it is likely that the impact for employment and society will be enormous, and that is where a Universal basic rent You can raise a solution to that “mass and forced unemployment.” In the episode we talk in addition to the Pilot experiments That there has been in various countries, and also how Sam Altman, CEO of OpenAI, is especially interested in this area through its controversial Worldcoin project. Like everything, in the idea that projects universal basic income there are clear advantages and of course also risks. Will we become a society Like the one painted ‘wall-e’? ¿We will all gorditos And without moving from a chair that levita and takes us everywhere? Phew. On YouTube | Crossover

Palantir is already worth more than Coca-Cola with the tenth of income. Wall Street has lost its head with AI

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Palantir Technologies has just passed giants such as Samsung, Costco or Coca-Cola, reaching the 411,000 million dollars of stock market capitalization. Why is it important. A company that bills 1,000 million dollars to the quarter is worth more than others that generate ten times greater income. It is the purest manifestation of “Ia washing“What Wall Street consumes. The facts. The data analysis company founded by Peter Thiel in 2003 reported a 48% growth in income to exceed for the first time the 1,000 million quarterly dollars. Their commercial contracts in the United States fired 93%, while the government rose 53%. The benefit grew by 144% to 327 million. In figures. The per (Price to Earnings Ratioprice of the action divided by the benefit of the action) of Palantir reaches 596more than ten times higher than that of Nvidia (57) and almost twenty times Apple’s (31). To justify its current assessment, the company would have to maintain an annual growth of 55% for four consecutive years. Even in that optimistic scenario, it would quote the income of 2029 at 25 times. The context. Wall Street lives a speculative bubble fed by any company that mentions the magical words: ‘artificial intelligence’. Palantir, who for years has been fighting for growing beyond his defense contracts, has reinvented himself as the company that “makes” the AI models in the real world “work. His CEO, Alex Karp, proclamation that “the great language models simply do not work without palantir.” Yes, but. The euphoria hides several problems. The company quotes its future sales to 80 times, a metric that exceeds any historical precedent in the S&P 500. Deutsche Bank, who maintained sale recommendation, admitted that “something special is happening” but recognizes that “the valuation is still very challenging.” It is the same bank as The recommendation has uploaded just not to seem completely out of market reality. Between the lines. Karp used the results conference To attack elite universities and promise that AI will give “super powers” to workers without higher training. A populist speech that fits perfectly with the current political narrative, but that does not justify an assessment that makes Palantir the most overrated company of the most important stock market index in the world. The big question. Can a company that invoice 4,000 million annually the same as Johnson & Johnson, a multinational that generates 85,000 million? Or that Coca-Cola, global icon whose income multiplies by ten? The markets have decided yes, betting that IA will completely transform the economy. Palantir has become the symbol of that bet. With all that that implies when the bubble explodes. Outstanding image | Palantir In Xataka | The seven magnificent face a total war in their own future. And there are three candidates to impose the rest

Ireland tested a basic income of 1,300 euros for 2,000 artists. It has gone so well that now they do not want me to end

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The last of the experiments we had heard about that idea of ​​receiving money every month without conditions, also called basic income, It happened in Germany. The test consisted of 1,200 euros per month to 122 participants and the results contradicted many of the topics that we usually hear around the proposal. Ireland has been the next stop, about to finish another unprecedented test: basic rent, but for art. A salary for the artist. The story It began in 2022at which time Ireland launched one of the most significant pilot programs of basic income aimed at the cultural sector, granting 2,000 artists and art workers an unconditional weekly income of 325 euros, 1,300 euros per month. For three years, without performance or consideration requirements, these beneficiaries enjoyed unusual economic stability in the artistic world, allowing them to fully focus on their creative work. The initiative, promoted by the then Minister of Culture, Catherine Martinhe was born in response to acute precariousness after the pandemic and was a total investment of 28 million dollars In the sector. Now, as the end of the program approaches in August, the beneficiaries and their defenders face the uncertainty of the return to financial insecurity, while the voices that claim their extension and conversion in a permanent policy of universal basic income grow. Creative freedom. But there is much more. A prepared report By sociologist Jenny Dagg, from the University of Maynooth, collects the testimony of more than 50 participants and reveals deep effects that go far beyond economic relief. Admission allowed artists to experience, assume risks and fail without constant fear of poverty, which raised quality and originality of its production. At the same time, many reported substantial improvements in their Emotional well -beingincluding better sleep, less anxiety and renewed confidence in their professional career. The ability to devote time to thought, research or innovation, before a luxury, became creative routine. For many, the program was the first real opportunity to imagine a long -term viable artistic career, without sacrificing dignity or health. A sociocultural laboratory. He Irish pilot It has also become a world reference in the midst of the growing debate on the future of employment in the face of artificial automation and intelligence. With technological leaders such as Elon Musk and Sam Altman advocating the need for a universal basic income in response to mass labor disruption, the Irish experience It provides concrete evidence that a guaranteed income does not discourage work, but enriches it. While other similar initiatives in the United States or Germany have been more limited, Ireland opted for a sector that, although not always lucrative, is essential for the symbolic and emotional fabric of any society: art. In this context, driving organizations such as Ubi Lab Network either Basic Inome Ireland They argue that no more evidence is needed: the positive impact is already demonstrated. The dilemma of the return. And as in almost all these experiments, there is an end. With the conclusion of the program in sight, many participants They express fear Given the possibility that their progress and stability are faded. The concerns on how to maintain the creative impulse without that economic mattress extend through all artistic disciplines. The Minister of Culture, Patrick O’Donovan, He has recognized The value of the pilot and has promised to thoroughly evaluate its results before proposing new measures, although there is still no certainty about possible extension. Meanwhile, promoters insist that basic income is not only an economic policy, but a essential tool to deal with the multiple crises of the present (economic, social and ecological) returning time, agency and health to those who create, interpret and enrich the cultural life of the nation. Lessons Thus, and although the future of this Irish basic rent It is still uncertain, its impact has already left a fingerprint in the lives of thousands of artists and in the global debate on the value of unconventional work. Far from becoming a mere experiment, the program has shown that giving people a minimum of security can release their maximum potential. If you want also, in a world that is vertiginously approaching a New and unpredictable Technological revolution, the question that Ireland poses is not so much if we can afford to implement a basic income, but, perhaps, if we can really allow ourselves. Image | Pxhere In Xataka | Germany has successfully tested the vital basic income of 1,200 euros: they improved their training and changed jobs In Xataka | Sam Altman has been giving millions of dollars in secret. Its objective: the biggest study on universal basic income

France and Italy are passing over Renfe. Your income and benefits are huge thanks to a liberalization to the letter

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Forced by the European Union in a process that began in the 90s and that ended up consolidating in 2005, Renfe and Adif separated their paths. 20 years ago the separation that divided the management of trains and passengers (Renfe competition) of infrastructure maintenance (Adif competition), with the aim of fulfilling European obligations to liberalize the rail transport of people and goods on Spanish soil. That liberalization of passenger transport did not have consolidated until 2021 when Ouigo started operating On Spanish roads. Shortly after more competition with Iro would arrive. Along the way, Renfe launched his avlohigh speed Low Cost of the Spanish company. Since then, the four companies (and their three operators) They have fought their particular battle to conquer the public … inside and outside Spain. And it is where, everything indicates, France and Italy are passing over Renfe. France, far ahead of any competitor The data of the unequal result that Spain is obtaining in front of the Italian FS Italiane and, above all, the French SNCF brings them electionomista.eswhere they echo the income and, above all, the financial result they are obtaining and those that are noticed in the future. Analyzing the financial results presented by companies, the sum of Renfe and Adif (Then we will see why this is important) have generated benefits of 280.15 million euros in 2024. However, they do not compensate for the losses of almost 353 million euros they signed in 2023. Among the big European companies, Spain and France are the only ones that have had benefits in 2024 but it must be taken into account that the figure of FS Italiane in 2023 was extraordinarily good. And it is that its 208 million euros of losses are well compensated with the 1,100 million euros that obtained as a benefit in 2023. That is, between 2023 and 2024, Renfe and Adif lost around 73 million euros. In that period, Italy won almost 900 million euros with its company for the exploitation of rail services. Although the true winner is the French SNCF. The 1,310 million euros that they won in 2023 fell short if we take as a reference 2024 when the company accumulated a benefit of 1,557 million euros. The gap It can be even greater if we take into account the volume of income. Spain adds with Renfe and Adif 5,526.45 million euros. Compared to any other country of competition is a very small figure. Germany added with DB 26,211 million euros in revenue (although it is by far the country that loses more money, with 1.8 billion spatched in 2024). Italy stayed at 16,529 million euros but, as we have seen, the balance in the last two exercises is very positive. And France breaks the graph with 43,354 million euros of income. A liberalization to the letter that is decisive Although European liberalization was aimed at being talking about companies here and not countries … the truth is that we do not have to. As we said, in Spain Renfe and Adif took separate roads in 2005. We have already seen, a company in charge of infrastructure management and another of trains and trips because, in theory, they could not be the same company to guarantee competition. However, in Germany, France and Italy Companies that manage each type of business They have stayed together in the same group Business, which facilitates operations within the same country and serves as a barrier to entry to foreign competitors. A way of acting that, in fact, has been criticized by the European Union but has remained standing despite everything. Among those investigations is the one that The European Commission opened To determine if the state aid received by SNCF in 2007 and 2019 comply with the legislation. The verdicts are important because Spain (which did comply by separating Renfe and Adif from root) has accused France and SNCF from dumping. According to the government, it is the French aid that allows Ouigo to operate in Spain despite collecting losses what would reaffirm his complaint against Europe. From ouigo they have reiterated that These results are the usual in a company that is entering a new market. This way of working has also been key to putting all possible brakes at the Spanish entrance to the French market. Renfe assures that from the Gallic country The deadlines have been dilated as possible And they have squeezed the regulations to certify that the Talgo trains with which they want to operate are not valid to reach Paris, where the great business of the French railways is located. The obstacles are so many that Renfe, as he collects The avant -gardehe would be evaluating the neighboring country. Paloma Baena, general director of Renfe Operadora Global Strategy, arrived at demand in the French Senate equal treatment and pointed out that they did not expect to function normally until 2029 if everything followed. In 2024, Renfe demanded To the French transport regulator the same and SNCF took a pull of ears by its compatriots. However, nothing has changed. In Germany, Italy and France, the operators of services and railway lines are working under the same business group. This, according to electionomista.esfacilitates its expansion to other areas related to public transport and other countries. Keolis is a SNCF subsidiary and receives income abroad for services in urban and interurban transport. Eurostar squeeze the European monopoly. At this time, 38% of SNCF income They arrive from abroad. France plans to take ouigo to Italy, plan to operate in Canada and have a high speed line in Morocco. Italy, on the other hand, has managed to enter the Lyon-Paris route and stay in the Milan-París. He intends to connect the gala capital with London and Brussels while his expansion for Germany, in Munich and Berlin is scheduled. In addition, it already has services in Spain, Germany, Greece, the Netherlands and operates four subway lines in Riad (Saudi Arabia). For its part, Spain barely receives income that … Read more

If you think you are poorer than your environment, you are not alone. It is income perception bias and it is a problem

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The human brain comes with a standard “bug”: assume as true what their eyes see. The problem is that What those eyes see And what really happens They do not always coincide. There the cognitive biases arise. A recent study jointly conducted by economists from the universities of Uppsala (Sweden), George Mason (USA) and University of Toronto, reveals that most people tend to believe that their economic situation is worse of what the data really shows. According to researchers, this perception not only affects personalbut also influences collective decisions and the way in which public policies for wealth and services are designed. The tendency to look poorer than you are Regardless of the income level, most people tends to be located in an immediately lower economic stratum to which it really belongs. The study data is based on a sample of more than 1,200 people with different income levels. The results show a common pattern in all of them: the perception of income is usually below reality. Each point shown in the upper graph represents the average perception of the different income percentiles, while the diagonal line represents when the perception of income coincides with reality. That is, those points that are below that diagonal indicate that Income perception is underestimated. It is striking that the vast majority of points are below that “real line” of perception of income, being the usual norm from the 50th percentile as they highlight in The salmon blogit is statistically impossible. Interestingly, in the lower percentilesthe majority perception is the opposite, a perception of income greater than the real one. I’m worse than my neighbor This phenomenon is explained, in large part, by social comparison. People do not have a clear vision of income distribution, so they evaluate their economic situation based on the closest environment, such as friends, family or co -workers. In urban areas, where there is a greater concentration of people with middle-income, It is easier to feel than one is below the averagealthough statistical data indicate otherwise. This distortion is amplified with the effect of social networks and media, which open windows to people with more accommodated living levels, which reinforces that underestimated perception of their own income. Income perception bias is so common that the OECD has created a toolIn which, answering a series of questions about how the user perceives their economic reality, the tool shows that deviation based on the data that the economic body annually collects in their economic reports. Nevertheless, A study Made in Germany, he discovered that being aware that this bias is suffered on income does not imply a change in his perception. Although the study provided precise information to participants about their true position on the global income scale, this correction did not have a significant effect on their support for policies that seek reduce global inequality. That is, even knowing that they are richer than they thought, their willingness to support global redistributive policies did not change relevantly. Consequences on public policies When the perception of income is distortedpublic policies can be designed on erroneous assumptions. If the majority of the population is considered part of the low sectionsthis could generate a Social and fiscal pressure Excessive about the richest, and implement redistributive measures that may not be aimed at people who really need it. As indicated A report of the Carolina Foundation, not taking into account the subjective perceptions of the distribution of income leads to economic and social policies less effective Already an inadequate allocation of resources. From the psychological point of view, this erroneous perception cause dissatisfaction generalized and distrust of institutions. Many people feel that they cannot progress, even if the data show that their position is better than they believe. In Xataka | The two Spain: 7% poorer since 2008 but the number of millionaires will be increased by 12% in the coming years In Xataka | “I am a millionaire and I do not know what to do with my life”: a millionaire is looking for ideas because money has not given him happiness Image | Pexels (Ahsanjaya, kaboomps.com)

It already exceeds 8,000 million in income and manages to be profitable

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Amazon managed Your corporate blog. That is 13% more than the previous year, marking a new record since its arrival in the country in 2010. But the most notable is the turn in its profitability. The Spanish subsidiaries 36 million losses in 2023 were passed to 1.5 million benefits. Its main logistics division, Amazon Spain Fulfillment, multiplied by ten its benefit to 19.2 million, while Amazon Road Transport quintupled it to 10.45 million. This growth is mainly driven by its holy Trinity: Online store. Cloud services. Digital advertising. Why is it important. The technological giant has established itself as one of the ten largest employers in Spain with 28,000 permanent workers, being the company that has created the most stable employment in the last five years. Its total fiscal contribution exceeded 1.3 billion euros, distributed among more than 400 million in direct taxes (mainly social security and companies tax) and more than 900 million in indirect taxes (VAT and withholdings). The panoramic. The company has invested 4,500 million in Spain during 2024, 32% more than the previous year, with special focus on logistics infrastructure and data centers. Amazon has 40 logistics facilities throughout the country and has announced an investment of 15.7 billion to expand its Cloud region in Aragon. Its template reached 28,000 employees, adding 3,000 positions for 2024. Yes, but. Although Amazon speaks of a fiscal contribution of 1,300 million, its taxation for benefits in Spain is still completely broken down. The company emphasizes that it paid more than 400 million in direct taxes, but this figure mainly includes contributions to social security and other taxes, without specifying how strictly corresponds to the Corporation Tax. In detail. The greatest growth occurred in its technological areas: the Data Services subsidiary increased income by 60%, and the audiovisual division, 55.7%. Amazon Data Services, which manages data centers, received an injection of 500 million to expand its infrastructure in Aragon. Amazon Digital Spain, responsible for Prime videohe invoiced 312 million, almost doubleing his benefit. Amazon Online Spain, dedicated to advertising, multiplied its benefit for ten to 6.3 million. And now what. Amazon still does not reveal the specific income of your online store and AWS In Spain, when operating these areas through luxembourg branches. It is estimated that these operations generate about 4,650 million euros in Spain, approximately 58% of the total business, but its results do not break down with the same transparency as the subsidiaries constituted in the country. Outstanding image | Adrian Sulyok (UNSPLASH) In Xataka | I have downloaded all my Amazon data and I have learned a lesson: it is too easy to buy online

Huawei is beating income record thanks to China. It is just the beginning of his new era

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Huawei has presented Your annual results report corresponding to 2024. The third smartphones manufacturer in China has achieved strong acceleration in its consumption business, with a significant increase in income, and not so good news in regards to its net benefit. But the key to Huawei’s results is not in the numbers. It is in how it is being reconvirt as a company to deal with the sanctions imposed by the United States. How is he going to Huawei. Since the Trump administration Break completely with the Chinese giant in 2019the company has drawn different action plans to rekindle its consumption business. Strategies that seem to be operating, since in 2024 Huawei increased by 38.3% the interannual income of this division, reaching a total of 339 billion yuan at the end of the year. It is the second best in income in the company’s history, behind the record reported at the end of 2019. Huawei sales last year have two main responsible: telecommunications infrastructure and the consumption area. Two pillars representing about 82% of the company’s total income. Huawei advances in semiconductor matterdodging a good part of US restrictionsnext to Strong support of the Chinese government They have significantly promoted sales. In the mobile phone market, Huawei experienced an interannual increase of 37%, while the telecommunications infrastructure division grew 4.9%, driven by the deployment of 5G networks and the start of the commercialization of 5.5g networks. Despite the record in income, Huawei’s net benefit has fallen by 28%. There is a weight of weight for it and it is good news: the company is making more investment than ever in innovation and development. Diversify, the new key to the company. Huawei plans to increase investment in R&D in the next three years to seek opportunities for growth and differentiation with respect to its competitors. The area of ​​consumption and telecommunications remains the main pillar for its income, but diversifying will be one of the keys to Huawei within three years. Huawei is making investments in new sectors, such as infrastructure for electric vehicles and renewable energy. Related to the engine scope, the company is offering automotive solutions for smart vehicles, such as ADAS and software systems. This last business grew by 474.4% last year, and projects such as Avat 11 either Luxeed S7companies that develop luxury vehicles with Huawei support and technology, are the sign that this will be one of the next income pillars for the company. The foreigner, the main barrier to overcome. The commercial war between China and the United States He has shown that the Asian country can maintain the profitability of its companies without depending on foreign partners. However, Huawei still faces difficulties to expand outside China. In Europe we are still waiting for movements such as Harmonyos Next in China, the first operating system developed 100% by Huawei outside the Android nucleus. This movement will be key to determining whether the company can consolidate its technological independence globally, depending on the partners to capture in our territory. He achieves it or not, the key is that Huawei does not need success in any other country outside his to remain profitable as a company. Although, of course, to compete with the best you have to be where the best. Image | Xataka In Xataka | The long goodbye of Huawei in Spain: of strategic partner to Technology Non Grata

Byd broke the barrier of 100,000 million dollars of income in 2024. It is an unknown milestone for Tesla

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The year 2024 was marked by a huge fight between the two great giants of electric cars. Byd and Tesla played the market with a disparate luck until closing with a technical draw. The last chapter is signed by its financial results. Sales. Byd put 4.27 million cars on the market in 2024. The figure is far from 1.79 million cars delivered by Tesla. Elon Musk’s company He failed to exceed the figure of the previous year (1.81 million units) for the first time in the last ten years. However, Tesla sold more electric cars than byd. Although the Chinese company is famous for its electric cars, the truth is that in 2024 it sold 1.76 million cars, according to Financial Times. The figure It has been ratified In the presentation of results that the Chinese company has carried out last week. Not just EV. That is, Byd has sold almost 2.5 million more cars than Tesla but has managed to enroll plug -in hybrids. In China, plug and electrical hybrids total in the same category (New energy vehicles) But they are not the same. In China, the aid for the purchase of electric cars also add up for new energy vehicles. That is why in Byd they focused 15 years ago. Recently, the company has celebrated break the 10 million units barrier of new energy cars manufactured. To reach the first five million it took 15 years but for the subsequent five million it has only taken fifteen months. A Sorpasso. If we talk about electric cars, BYD has lacked very little to overcome Elon Musk’s company last year. Everything indicates that it will meet the objectives this year although the forecasts point to Sell ​​5.5 million units of new energy cars in 2025. It has not been specified how many would be electric. If these figures are fulfilled, Byd will fight with Stellantis for being the fifth largest car manufacturer in the world. Would reach the figure selling only plug -in hybrid models and electric cars, which does not do any of the rivals that in 2024 he had above (Stellantis, General Motors, Hyundai/Kia, Volkswagen and Toyota). And another already confirmed. If we take into account how 2025 started for Tesla, we can expect Byd to exceed those of Elon Musk in electric. However, in 2024 he already advanced in another equally important parameter: income. Last week he confirmed that they shot over the 107,000 million dollars. The Chinese company thus broke a barrier that Tesla has not overcome so far. The American company stayed last year at 97.7 billion dollars in its income. The prospects for the Chinese company are even more ambitious for 2025, I have the launch of its new products. Without loosening. In 2025, Byd does not plan to lift the foot of the accelerator. The company has begun to deploy loaders who promise 400 kilometers recharges in five minutes. For the moment, Only two of your cars They can carry this power but expected to add new models, especially those of greatest cost. And to this we must add that he recently confirmed that he would put his eye of God in the street (the most advanced driving aid functions) in all his cars, regardless of its price. It is a missile to the company’s flotation line that wants to get an economic performance of it and see how competition gives it. New horizons. In addition to the above, Byd also has a lot to win because it has new markets in April. In front of Tesla, which has four models (And one of them is only sold in the United States)Byd continues to find a hole for its plug -in hybrids and its electric. Having combustion engines in their wallet allows them break in Europe And, above all, in countries where The electric car is less developed. Despite Do not sell in the United Stateswait in 2025 Sell ​​800,000 units outside Chinawhich means duplicating the numbers of 2024. And the battle for China. To all of the above, it must be added that Tesla’s performance in China is being very bad in these first months of 2025. Byd has reached a point where accumulates a 15% market share In sales. Of the total sales, not only of the new energy models. Tesla, however, is in free fall in the market. To the point that in February 2024 a little more than 30,000 units enrolled. It did not reflect such a low figure since July 2022, according to CNEV Post. China, the world’s largest electric car market, does not seem the ideal place to suffer with sales if you sell exclusively electric cars. Photo | Byd and Tesla In Xataka | The electric car is sweeping so much in China that the natural step is already raised: stop calling it “electric”

Nvidia has beat its income record again. Paradoxically, Wall Street does not seem to import much

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The Fever continues to spur Nvidia in the stock market. The company led by Huang has presented again record results for your fourth fiscal quarter. And it has been making the rupture of records into a while. Why is it important. This comes shortly after concerns about Deepseek’s impact and its efficiency in the market that dominates Nvidia. About the idea that less hardware and less power was necessary to continue advancing in AI. Which caused the huge hole in Nvidia bag. The most prominent point of the results was the Awesome Blackwell startthe new chips architecture for Nvidia. Colette Kress, financial director of the company, explained that Blackwell generated 11,000 million dollars in income, exceeding all expectations and becoming “the fastest product launch in the history of our company.” In figures. The data centers business, where technology is concentrated for AI, remains the main growth engine with 35.6 billion revenue in the quarter, 16% more than in the previous quarter and 93% more than in the same period of the previous year For the full fiscal year, this segment reached 115.2 billion, more than double the previous year. The total revenue of the quarter reached 39.3 billion, 12% more than in the previous quarter and 78% higher intelligible. Between the lines. Nvidia is changing her strategy to deal with competition. Jensen Huang emphasized The call with investors that are designing specific platforms for “reasoning AI”, a type of AI that requires up to 100 times more computing capacity than the “traditional” generative AI, which reinforces their most powerful need for hardware even against more efficient models. Reasoning models such as O3 of OpenAi, Deepseek R1 and Grok 3 They require much more intensive processing. Blackwell offers 25 times more yield for these models compared to the previous generation. Infrastructure demand for AI is promoting initial orders of Clusters of 100,000 Gpus or more. And now what? Nvidia has already announced that he will present Blackwell’s successor, called Blackwell Ultra, in the second half of this year, maintaining his annual rhythm. Jensen Huang has confirmed that this transition will be simpler than Hopper’s Blackwellsince it will use the same system architecture. The contrast. Despite the impressive results, Nvidia’s shares barely reacted in the market after the presentationa behavior very different from that seen in previous quarters. The reason: investors perhaps see with caution the reduction in gross margins (from 75% to 73%) and the lowest percentage growth compared to previous quarters, although it remains extraordinary for a company that has established itself as the second most valuable in the world. The big question. Will Nvidia be able to maintain your technological and financial domain against increasingly intense competition and that also threat from China? It seems inevitable that, although Nvidia’s position will remain strong, a certain decrease in demand in favor of new competitors comes. And above all, as the huge investments made by companies in AI do not have a clear and lucrative return, something that seems quite feasible. Maybe it is time to readjust expectations. Outstanding image | Nvidia In Xataka | I have used Claude 3.7 for hours. It is the closest to a human brain that I have felt with an AI

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