lost

NVIDIA has lost hope in China, which is why it has started manufacturing its own next-generation GPUs for AI

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NVIDIA faces this 2026 a crucial year. They have become one of the largest strategic investors in the AI ​​ecosystem with dozens of billion-dollar investments in other companies, models, infrastructure and robotics. But, in the end, they are a company that supplies chips and, so far, the H200 They set the tone. According to a report by Financial Timesthat’s over. NVIDIA just ordered TSMC to start mass manufacturing Vera Rubinits next-generation hardware for AI. The reason? They have lost all faith in China. In short. With the entire AI industry looking to the future, and NVIDIA that has its Vera Rubin on the starting grid, it was strange that the company continued to invest so much in keeping TSMC working on a chip as old as the H200. Although it has been around for a while, it has positioned itself as unbeatable in the industry due to its price/power ratio, so these are the chips on which it has been built. the AI ​​empire. However, time passes and NVIDIA needs to move. Data centers need more power, new models are more demanding and the spearhead of the software sector – such as OpenAI either Google– have demanded new solutions. According to two sources consulted by the financial media, and close to NVIDIA’s plans, the company has grown tired of “waiting in limbo” and has begun to accelerate the delivery and deployment of Vera Rubin. Yoncomparable. As it could not be otherwise, TSMC is going to be in charge. The Taiwanese foundry would have already been asked to begin diversifying the production line to begin manufacturing the new chips. And if you’re wondering why it’s not enough for Google or OpenAI to simply buy more H200, the answer is because the chips have nothing to do with it. H200 is a more classic GPU for a data center. It is the configuration that AI and computing companies on these servers have been working with for years. Vera Rubin, however, is a paradigm shift made up of new CPUs, new GPUs and designed so that everything works as a single rack-scale accelerator. It has not only more power, but also the latest software and hardware additions from NVIDIA and something very important: incredible bandwidth. The higher the bandwidth on such a system, the more simultaneous data it can handle. This implies greater efficiency when training, but also a lower cost in inference. It is not an update, it is a platform change designed for models with trillions of parameters. Qgoose faith in China. To put it more simply, if the H200 is like a “super powerful graphics card”, Vera Rubin is like a mini data center in itself. And if you’re wondering why they didn’t start production sooner, the reason is… China. Jensen Huang, CEO of NVIDIA, has been ‘fighting’ with Washington for months to open their arms in the trade and technology war maintained by the US and China. Trump ended up agreeing and Huang commented earlier this year that they had returned to “turn on” all production lines to supply the very high Chinese demand. The problem is that that demand did not arrive. At least, It was not as high as Huang expected. In the presentation of results, NVIDIA’s financial director commented a few days ago that “although small quantities of H200 for Chinese customers were approved by the US government, we have not yet generated any income. And we do not know if imports to China will be allowed.” We already told the problem: The US was leaving for NVIDIA to sell its graphics, butThe Chinese government did not seem so convinced. Your main Big Tech They were demanding NVIDIA solutionsarguing that they need them to keep up with what their American rivals are doing, but the ball was in the court of the Government and Customs. China is promoting AI that is different from that of the US, more focused on low costs and rapid acceptance by the client, and at the same time want to build your own hardware network with companies like SMIC or a Huawei that you already have your supercomputer for AI. complicated swerve. From the Financial Times they point out that the president of China, Xi Jinping, and the president of the United States will meet at the end of March to discuss export controls. The problem is that, according to their sources, even if the barrier is lifted completely and not just for certain companies and China can buy H200s en masse, turning TSMC’s ship around so that it starts producing H200s again would be complicated. It is not as simple as pressing a button and going from producing one thing to another. If this situation occurs, “NVIDIA would take up to three months to reallocate or add capacity to the supply chain to produce H200.” One of Vera Rubin’s PCBs Rebound winner. What is clear here is that NVIDIA is not going to lose from the operation. Huang already argued that the United States could not miss the opportunity to take a slice of a multi-billion dollar market (because the US let the cards be sold… with a 25% tariff), but whether it is the Chinese or the Western industry, it is from NVIDIA that they continue to buy the H200 and, ‘shortly’, the Vera Rubin. And the rebound winner in this operation is Samsung. Of the three companies that manufacture memory (and that have catapulted the RAM and SSD crisis we are in), Samsung is the one that has completed its new generation HBM4 memory. It is the one that has passed the high standards of NVIDIA and the one that is already being mass manufactured to be able to integrate into Vera Rubin systems. Everyone attentive. As we said, NVIDIA has to the entire industry at his feet. Google, xAI and Meta are working on their own chips, but together with Microsoft, Amazon Web Services, OpenAI, Mistral and Anthropic they are some of the companies that they … Read more

Stellantis has lost 22 billion euros with the electric car. Their hope to solve it is called Zaragoza

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Stellantis embarked on a path of rapid and aggressive transition to the electric car. Along the way, it merged models on the same platform, wanted to convert brands to zero emissions and lost the identity of some of them. The result is 20 billion euros of real and expected losses. Now, part of his future is at stake in Zaragoza with a Chinese car. Saragossa. The news was almost a not news because Stellantis, through the mouth of its CEO Automotive Newshad already confirmed that it would manufacture Leapmotor’s Chinese cars in Spain. By then, with a CATL factory in the middle of construction and already manufacturing Stellantis small electric cars, Zaragoza seemed the best placed city, ahead of Madrid and Vigo. Last week, Filosa himself reconfirmed what was already known but expanded the information with some nuances as stated in The Aragon Newspaper. The car will be manufactured in Zaragoza and will not be alone. And the company has awarded Spain the production of up to four completely electric Chinese models. It will, therefore, be the reconversion of Figueruelas. The Stellantis situation. Although the investments were already confirmed, the last presentation of results could have raised some doubts. Then Stellantis confirmed that the electric car would have a negative impact of 22,000 million euros in your accounts. This does not mean, exactly, that it loses that money, but it is the readjustment that amounts to the cancellation of two new factories, the compensatory payment to suppliers, the money invested in new developments and the money that will no longer enter the company’s coffers. All of this is a consequence of a project led by Carlos Tavares, former CEO of the company, which has failed. The Portuguese wanted to accompany the conversion to all-electric too quickly and with a very aggressive cost adjustment. The result has been too much product at dealerships that very few have bought and models little differentiated from each other with a total loss of identity between companies. Good news (1). Firstly, because the arrival of Leapmotor in Zaragoza represents support for the electric transition in Figueruelas. The factory will be in charge of producing one of the first purely Chinese electric cars to arrive in Europe, a key step to be able to sell them without tariffs. But this also guarantees two things. The first is the opening of a new assembly line because they cannot use exactly the same one as for the Opel Corsa, Peugeot 208 and Lancia Ypsilon electric that Figueruelas produces at the moment. The second is that it increases pressure on the production of batteries that CATL will set up nearby, giving greater support to the project. It remains to be seen if the other three Stellantis models will also roll out of their doors.. Good news (2). The second part of the announcement is interesting in that the Leapmotor B10, the first car to be assembled in Zaragoza, is different from the three mentioned above and that in itself is a reason for joy for Zaragoza. And it is that the Stellantis urban electric cars have not been working well in the market. Everything indicates that, in the future, these electric vehicles will have to receive the embrace of the European customer but at the moment it is not being like thatwhich raised questions about long-term production with a plant that could operate at half gas. The Lepmotor B10 is a car that Stellantis has hopes for because it is different. It has much more striking interiors, adjusted to the huge screens that the industry has demanded in recent years. And it has purely Chinese software and development, so Stellantis can play with the price because its investments have been minimal. The company has the power to distribute the car outside of China but the development, investments and sales within China have been left to Leapmotor itself. Strengths and weaknesses. Stellantis’ decision to produce in Spain reminds us the strength that our country has gained in Europe as a productive alternative to advance electric cars. Either because labor is cheaper than in countries like Germany or France, or because energy is also cheaper, Chery or Stellantis, with Leapmotor, have decided that they will manufacture on our soil. Spain has the advantage of a well-established industry that needs reconversion. The problem is that, for the moment, it has focused on the assembly of small cars (as also happens in Martorell) which are the ones that are having the most problems to sell them or, if necessary, for the brand to make a profit from them. It would be interesting for our country to expand its presence in the development of vehicles and not only focus its industry on their production. Therefore, it is good news that Chery also bets on our country for its new R&D&i space. Photo | In Xataka | Volkswagen’s cheap electric car is manufactured in Spain: this is the new megaconstruction that makes it possible

The big problem with putting robots everywhere is that they get lost. An engineer from Elche believes she has the solution

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It is no surprise that we see more and more robots in our daily lives: in a restaurant bringing orders to the table, in the field as a seasonal workermaking him courier delivery competition…and that’s not to mention its applications in automation on an industrial scale. Robots don’t need to rest, they don’t have labor rights, and they don’t complain. But they get lost. And that is a real, very common problem for which a research team from the Miguel Hernández University of Elche has found solution. The context. Autonomous robots need to know where they are to function and that does not always happen: when the location reference is lost, either because someone moves it, it is turned off or the environment changes without warning, the robot is unable to recover its position. Something as normal as running out of battery can be a technical drama. This phenomenon is not something isolated, in fact it even has a name in robotics: the “kidnapped robot problem“. Although we see more and more robots everywhere, this incident is a pending issue that has not been resolved in a robust way for decades. Without going any further, because resorting to GPS is something that can fail in settings such as indoors or near tall buildings. As deepens Míriam Máximolead author of the article: “It is a classic problem and very difficult to solve, especially in large environments.” The solution. What the team from the University of Elche has implemented is MCL-DLF, the acronym for Monte Carlo Localization – Deep Local Feature, a system that combines two technologies: on the one hand, a 3D LiDAR that emits laser pulses to draw a three-dimensional map of the environment similar to that of robot vacuum cleaners. On the other hand, an artificial intelligence that learns which elements of the environment are most useful for orientation. Why is it important. Because having a reliable location system is essential for any robotic deployment in real life: autonomous vehicles, delivery and logistics, assistance… its presence may be increasingly common, but it is still tremendously dependent on supervision: knowing where it is is essential for it to operate safely. The implemented method also introduces an important change: it is independent, in that it does not require external infrastructure to function like GPS, so its base is more robust and versatile in the face of different use scenarios in the real world. How it works. Its approach is hierarchical, so it first recognizes large structures and then fine details, similar to how people do. When you arrive at an unknown place, first you keep the essentials: what neighborhood you are in, for example. Then you look for more specific references to refine further. Furthermore, the system does not play everything on one card: it maintains several position hypotheses simultaneously and discards or refines them as the sensor captures more information. Tests carried out for months on the university campus with different lighting conditions, vegetation or simply the weather have shown more consistency than conventional methods. A good start with pending subjects. Beyond its promising results, the most striking thing about this research is its commitment to sensory autonomy: it does not depend on networks of beacons or GPS, but on its own sensors. This makes it a potentially more versatile system. However, it faces the great historical challenge of robot placement: how fragile it is in the face of changing environments. It is true that they have tested it in different conditions, but it has been within the campus: making the leap to more complex and constantly changing environments is their litmus test, in addition to additional validation in extreme conditions. Finally, before an eventual real commercial deployment, we will have to see how it integrates with other navigation systems and its computational cost. In Xataka | Tesla has been building the Optimus for years. China has just presented itself with fifteen companies and factories already set up In Xataka | We already have so many “humanoid” robots that it is difficult to differentiate one from the other. This graph fixes it Cover | Enchanted Tools

Researchers have discovered “lost continents” from 4 billion years ago

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The idea we have of the early Earth involves a huge ball of incandescent magma and conditions incompatible with life. The problem? That there are no rocks from 4.3 billion years ago to confirm this consolidated theory. What we do have are some microscopic crystals called zircons. And zircons are telling a different story, according to this study by a research team at the University of Wisconsin-Madison. published in Nature. What zircon says. Regarding the behavior of the Earth’s surface, geology valued two ideas for that period known as Hadean: that there was a plate tectonics where one plate sinks under another or that the Earth had a kind of stagnant lid, a rigid and hot surface where heat only escaped through large columns of magma. Well, neither one nor the other, both: zircons leave evidence of an Earth that already had oceans, liquid water and a crust that alternated both systems. John Valley, the University of Wisconsin-Madison geoscientist who leads the study explains that “There were about 800 million years of Earth’s history in which the surface was already habitable, although we have no fossil evidence and we do not know when life first emerged.” Why it is important. Because they determine that the Earth did not choose a single model, but rather that both processes took place at the same time in different places. Of course, it was not a stable plate tectonics like the one that exists today, but rather it had violent and short episodes of sliding of the edges of one plate under another (subduction) that coexisted with large jets of magma that rose from the interior of the Earth. This discovery is key to understanding how the Earth’s surface moved, the formation of continents and life. On the one hand, without tectonics, the felsic continental crust that floats on the mantle and makes up the lands on which we live would not exist. On the other hand, plate tectonics regulates the climate and recycles nutrients, so knowing when it started working helps understand when the Earth became a place compatible with life. How they analyzed it. The John Valley team analyzed the popular zircons from Jack Hills (Western Australia). These sand-sized minerals are a kind of time capsule, housing the only direct record of Earth’s first 500 million years. They were looking for chemical “fingerprints” that would reveal where and how they were formed, for which they used technology WiscSIMS high resolution. They then compared the results of the analysis with other zirconiums from the Hadic Eon found in Barberton (South Africa). Each one told a different story. Surprises in the “DNA” of the mineral. 47% of oceanic zircons had high levels of Uranium compared to Niobium, indicating that they formed in subduction zones where ocean water sinks into the mantle. On the other hand, the South African zircons show that they were born from virgin rock from the planet’s interior, confirming the classic ‘stagnant lid’ theory by which the Earth’s first solid surface was rigid and immobile. Or what is the same: while in Australia the crust sank and created protocontinents, in what is now South Africa the Earth behaved differently, with a rigid and stagnant crust. That is, the early Earth was a mosaic of tectonic styles. The Earth did not go from being hell to what it is today overnight, but rather it was a hybrid process and generated the necessary conditions for life sooner than we thought. In Xataka | We know it as “the red planet”, but 3.37 billion years ago Mars was almost as blue as Earth In Xataka | 4.5 billion years of Earth’s history, summarized in a spectacular video map Cover | Tomáš Malík and Javier Miranda

A dog was lost in 2021 in the United States. Five years later it has appeared 3,700 kilometers from his home

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In recent years we have seen how the algorithm has taken over Christmasand Netflix to the head of the film industry competes to offer the most emotional miracle of the year, stories designed to reconcile us with chance, hope and those impossible endings. But this time, the story that best fits that mold does not come from a script or a streaming platform, but from real life, far from the screens and without special effects. The loss. The story has been collected by US media this weekend. Apparently, during almost five yearsPatricia Orozco lived with an unanswered question. Since Choco, the dachshund mix dog that he had adopted in 2016, disappeared in May 2021, his memory remained present in our daily lives. The uncertainty was constant: if he was still alive, if someone cared for him, if he had suffered. After months of posters, calls to shelters and no clues, the disappearance turned into mourning and a silent renunciation of having a dog again, as if accepting another company meant admitting that Choco would not return. The impossible message. Everything changed with an unexpected message from a microchip company. Choco had appeared, but not near Sacramento, where Orozco lived, but rather more than 3,700 kilometersin Lincoln, Michigan. At first, the woman thought it was Lincoln, California, just half an hour from her home. Surprise turned to disbelief when he realized that his dog had crossed practically the entire United States without anyone knowing how or when. Choco had been found tied to a fence in front of to a shelterand the photos confirmed what seemed like a mistake: it was him. The problem of bringing him back. The initial joy gave way to logistical anguish. With two small children, one of them barely four months old, Orozco saw no way to travel to pick him up. A message on social networks It activated an unexpected chain of solidarity. Volunteers, protectors and anonymous people began to look for solutions, from affordable flights to km donations (miles in USA). The possibility of someone traveling in his place took shape when Penny Scotta volunteer accustomed to complicated rescues, offered to make the trip. Orozco with his dog Choco, almost five years after he disappeared from his home in May 2021 A silent journey. The Washington Post told that Choco’s return was a small aerial odyssey. Scott flew from California to Detroit with stops and delays, picked up the dog thanks to the help of local volunteers and crossed the country again with the. A missed connection forced him to spend almost fourteen hours at the Chicago airport, where Choco, calm and docile, walked on his leash among travelers without a single complaint. For those who accompanied him, that behavior seemed to confirm that, despite everything, he was still the same calm and affectionate dog. The mystery of time. In the background of this most “Christmas” story, the great question: Nobody knows how the hell Choco ended up in Michigan or who he lived with during that time. The only thing that is clear is that he traveled through an entire country, far from the sunny climate that he had always known and that, according to its ownerI hated to leave. Now, at eleven years old, the dog had aged, but he had not lost his curious and affectionate character, the same one that led him to run away every time he found an open door. Return home. Finally, on December 3rd Choco came back to Sacramento. The reunion was immediate and left no doubt: when he got out of the car, he walked directly towards Patricia, as if he had never left. The same home from which he escaped years ago became his refuge again, yes, now withwith more precautions: a double door and the determination not to repeat history. For Orozco, the moment was unreal, a mixture of disbelief and relief that he still finds difficult to assimilate. A network and an idea. Beyond the happy ending, the story left a clear lesson. The microchip was the key piece that allowed us to close a circle that seemed broken forever, but so was the network of people who, without knowing each other, decided to act. Rescuers, donors and volunteers demonstrated that even after years and thousands of kilometers, a loss can be transformed into a reunion. For Patricia Orozco, there are not enough words to describe it: what happened, insistcan only be called “Christmas miracle”. A story with a happy ending that could be perpetuated on the big screen. The story of Choco and Orozco has all the ingredients to make the next Christmas list… in the home of the algorithms. Image | PexelsHelping Paws and Claws In Xataka | In 2019, Iberia lost a dog before flying. Now the European Justice says that it is worth the same as a suitcase In Xataka | The science behind your dog being able to find you 12 years after being lost

We lost a robot under Antarctica for eight months. He’s back with disturbing facts about the Denman Glacier

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On planet Earth there are still many mysteries that we do not know, especially those that hide in the deep sea where It is very difficult for us humans to reach due to the high pressures that exist. That is why science is committed to send robots to explore this area, although the last one we sent stopped sending signals for months, something that would undoubtedly indicate the worst. But the reality has been very different. The exploration. The mission led for the Australian Antarctic Program Partnership Its objective was to study the ice shelves of Denman and Shackleton of which we really knew little. To do this, they used a float Argo standard that modify their buoyancy to sink, take measurements and rise to the surface again. But in this case there was a big problem: under the ice platform there is no surface, only a ceiling of ice hundreds of meters thick that prevented this robot from rising again, remaining adrift, dragged by the waves. sea ​​currents. We expected the worst. This robot stopped emitting signals about what it was doing in the depths, and was already considered ‘dead’ by the researchers. But now it has resurfaced after eight months of being in this situation. And the good news is that even if it didn’t emit signals, the robot continued working and created 200 profiles, going up and down every five days, collecting data that no human had ever seen. Sailing blindly. The question is obligatory: how do we know where the robot was if it did not have GPS under the ice? To do this, the researchers used an ingenious reverse engineering technique described in the study: every time the robot tried to go up to the surface to transmit, collided with the surface and recorded the pressure at the moment of impact. Something that can be related to the depth at which it was found. When recovering data after its reappearance in open waters, scientists compared those impact points with satellite maps indicating the thickness of the ice in the area. In this way, it was like solving a 3D maze: if the robot crashed 300 meters deep, it had to be at a point where the ice is 300 meters thick. Thus they reconstructed their erratic trajectory of almost 300 kilometers. What we know. Until now we had the idea that East Antarctica was always a ‘stable’ and cold area because, unlike the West, it thaws very slowly. But now we have data that makes us doubt this a lot. In the case of the Shackleton platform we know that it is a cold fortress with a cavity under the ice that is filled with very cold water that protects it from melting from below. If we talk about Denman Glacier We can now relate it to a danger zone, as an intrusion of ‘warm’ water was found flowing towards the base of the glacier. Why it is important. Denman Glacier It’s not just any harmless thing.but it has enough ice to raise global sea level by 1.5 meters. In this way, if the water is warm it will be able to cause this glacier to end up melting and this will undoubtedly be a big problem for the coasts of our planet. Now all that remains is to monitor this area, which can now be categorized as dangerous due to the risks that the planet may finally have if this is something that ends up being confirmed. Images | henrique setim AOML In Xataka | We have been trying to figure out what Antarctica would be like without ice since 1950. We just discovered it

Calling without warning has gone from being normal to being rude. And in that change we have lost something

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“It seems rude to me to call the cell phone without warning. If it’s not an emergency (and it’s not my parents) don’t call me, we have WhatsApp for something.” This tweet from @thaissotillo It went viral a few days ago and generated responses of all colors, but with the feeling that it is a generational issue: at some point, for those born especially in the late 90s onwards, telephone calls – the most basic gesture of a telephone – have become a violation of social protocol. The generational issue does not explain much: the interesting thing is not what the girl prefers, but why an unannounced call now feels like an intrusion. A WhatsApp message gives you time. You read, you think, you decide, you write, you erase, you rewrite. You decide if it is better for you to sound warmer or more edge. Ten extra seconds to build a better version of yourself. A call takes that possibility away from you. It forces you to be youno editing, now. That’s why it’s uncomfortable. “It’s another way to avoid direct confrontation,” he explains. Alexandra de Pedrogeneral health psychologist. “An awkward conversation always becomes less awkward when I have time to process what I want to say and how.” we have built tode to a way of life about the right to edit ourselves before being seen. De Pedro says that many people pass their important conversations through the AI ​​filter: “Write this to me, but in a more assertive way.” We lose the ability for direct communication while we gain resources to avoid it. But there is something else. The call doesn’t just demand that you be yourself. Demand that you be now. We live in an asynchronous world. We work with people in four time zones, we watch series when we want, we answer emails between meetings. Everything can wait for me to be ready. The call shatters that illusion. It is a demand for synchronicity. It is a way of telling us “we speak now or we don’t speak.” And that, in a culture where procrastination is an earned right, feels obscene. That’s why voicemails have taken over: They transfer the call experience to something asynchronous, to have time to think about the answers. “Young people have understood that being accessible is not the same as being available,” says De Pedro. “They practice setting limits more. But you can also go overboard and We are moving towards a society that is a little more individualistic.“. Exceptions tell part of the story. Your parents may call you without warning. Not because they are from another generation, but because the family still operates under a previous code: that of automatic availability. You can interrupt me because you are my father. The rest of the world lost that privilege. Now you have to write first, raise the issue, wait for confirmation. Only then, perhaps, call. The direct call is read as arrogance. We have changed the semantics of what it means to respect others. Before it was “I give you my attention when you ask for it.” Now it’s “don’t ask me for attention without prior permission.” We say that we gain efficiency, that WhatsApp avoids unnecessary interruptions. But what we have really done is build a wall around our emotional availability. “It has to do with postponing everything uncomfortable,” says the psychologist. “Much lower tolerance for frustration, for uncomfortable sensations. If I find it uncomfortable to answer a friend, it’s annoying, because it costs me more and I put it off.” The phone call was the last vestige of an ancient social contract: we accepted that others might need us in real time, without warning, without the possibility of postponement. That contract was broken. Now we all live behind a perpetual mailbox. We respond when it suits us, not when they need us. We feel freer, more owners of our time, more protected. What we do not feel is what we have lost: the habit of tolerating the discomfort of appearing unprepared, of improvising closeness, of accepting that the other has the right to alter our day. The phone is still in our pocket. But it’s not to talk anymore. It is to decide when, how and with whom we want to appear to be speaking. In Xataka | AI is transforming the relationship we have with our own ideas: we no longer create, we just “edit” ourselves Featured image | Xataka

Huawei lost to Google, Qualcomm and TSMC. What he didn’t lose was something more important: his reputation.

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Last week were the Xataka Awards 2025. Stella Li, global vice president of BYD, took the Xataka Legend. He Galaxy S25 Ultra It swept the super high range. Freepik was crowned as best Spanish technology company. It was a night of proper names, drinks and conversations with readers. But There is a prize that, for those of us who spend a lot of time in Xatakaas workers or as readers, has a special weight. Not because of its glamour, but because of what it represents. The Community Award is not decided by any jury. There are no internal debates. You, the readers, decide with your votes. It is the device that you liked the most, without filters. In fact, it is the only one that is not delivered by any employee of the house, but rather by members of the community who represent it on stage. In the image that heads this article, three of them with Cristina Isidoro, PR Manager of Huawei in Spain, who collected the award. Because this year he won it Huawei Watch GT 6 Pro. And when I saw the result, I smiled slightly: it was more than just a reward for a well-made smartwatch. It was pure symbolism. Look at the historical list of winners of this award: Almost all, Chinese devices or devices with a Chinese soul that share a pattern: focus on value for money, practical innovation, and in some cases, arriving wanting to break molds. But among all of them, Huawei is the only one that did not arrive yesterday promising a lot for little. It is the only one that was already in the world elite, disputing the throne with Samsung and in fact about to snatch it awaybefore the United States decided to use it as a pawn in its trade war. Because Huawei has not conquered the perception of premium quality by offering more gigabytes for fewer euros. It conquered it by being, for years, simply a great option. He P20 Pro It was the first mobile phone with a triple camera that really worked. The Mate 20 Pro was an unapologetic technical beast compared to the high-end greats. Their MateBook laptops have been worthy rivals of the Surface. And their GT watches already stood out for batteries that lasted weeks when Apple asked for a charger every night. They weren’t cheap. They were good. And that difference, in the technology market, is abysmal. Then 2019 arrived. EntityList. American veto. Goodbye Google, goodbye Qualcomm, goodbye TSMC. Sales outside China plummeted and the Western narrative was unanimous: Huawei was dead. Without the Google ecosystem, without access to the supply chain, it was impossible to survive in this business. But no one explained to them that it was impossible. Instead of giving up, they built their own universe. HarmonyOS on more than a billion devices. Kirin Chips own, then Ascend for AI. Huawei Cloud growing in Asia, Africa and Latin America. They didn’t beg to go back to Google Play like we might perhaps have expected them to do. They simply built another entire ecosystem. Without one word higher than another. At the beginning of the month I was in China and was able to try several of their devices, including some that just left there. The premium feel is real. And something that we do have here, the GT 6 Pro, is not a gadget 150 euros that promises too much and falls halfway. It is a watch in the 400 euro range that performs very well. and the community of Xataka has passed sentence with his prize. That doesn’t happen by chance. Xiaomi shines in value for money. Realme and Oppo play there. Nothing has its aesthetic indie. But Huawei is the only Chinese brand that, when you mention it, the European consumer automatically thinks of “serious quality”, without the asterisks that others have. And she did it right after they tried to destroy her. The Huawei Watch GT 6 Pro is a great watch. But winning the 2025 Community Award means something else: It is the recognition of the only Chinese brand that has come out of the perception low cost without giving up its origin. It is the prize that, in a way, China had been pursuing for decades. Respect without conditions. And it has been won by a company that they tried to annihilate. Sometimes vetoes don’t kill. They forge legacies. Featured image | Xataka In Xataka | The LG OLED Signature AI T4 is the best television of the year for a simple reason: we are saying goodbye to the black monolith

Oracle signed a 300 billion agreement with OpenAI. Two months later it has lost 315,000 million in the stock market

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Since Oracle announced its $300 billion deal with OpenAI On September 10, its shares have lost $315 billion in market capitalization, as they have stated since Financial Times. The technology company He has bet everything on a single card: Become the premier infrastructure provider for the world’s most valuable AI lab. Investors are not convinced. The most expensive bet in its history. Oracle has tied its future to OpenAI in an unprecedented way in the technology industry. According to estimates At Jefferies, 58% of its future order book comes from a single customer: OpenAI. To put it in perspective, Microsoft has just 39% concentration with its largest customer, and Amazon 16%. Oracle has gotten into a mess and its business diversification has become a critical dependency on OpenAI. The plan is ambitious but risky. Oracle’s strategy is to reach $166 billion in cloud computing revenue by 2030, according to counted the company last month. To achieve this, its investment budget in the current fiscal year ending in May amounts to $35 billion. The analysts wait that this annual expenditure will stabilize around 80,000 million in 2029. But here’s the problem: Starting in 2027, most of that revenue would come from OpenAI, according to the calculations from RBC Capital Markets. That is, Oracle is not just building massive infrastructure, it is building massive infrastructure for a single tenant that has yet to prove its long-term commercial viability. The numbers don’t add up yet. Oracle’s net debt already stands at 2.5 times its ebitda (earnings before interest, taxes, depreciation and amortization), more than double what it was in 2021, and is expected to almost double again by 2030. Its free cash flow is also expected to remain negative for five consecutive years, according to the forecasts collected by Bloomberg. The company is financing with debt a gigantic server farm with the hope that OpenAI will generate enough revenue to justify the investment. Meanwhile, as has shared Financial Times, investors are so restless that the cost of insuring against a potential Oracle default is at a three-year high. The contagion effect of OpenAI. Oracle is not the only company that has suffered after announcing agreements with OpenAI. Broadcom and Amazon too have seen their shares fallwhile NVIDIA has barely moved since its investment agreement in September. A few months ago, any type of association with OpenAI caused prices to rise, considering himself the King Midas of AI. The most notable case was AMD’s in Octoberwhen its shares rose 24% after announcing a chip deal that included company warrants. That halo effect seems to have completely faded. Between the lines. The initial theory was that OpenAI was in a frantic race to catch up. general artificial intelligence (AGI) and that Oracle was the only company capable of scaling the necessary computing capacity at the required speed. Oracle promised the lowest upfront costs and the fastest path to revenue generation because it acted as a data center tenant, not an owner. Now investors are sending the signal that partnering with OpenAI is no longer a guarantee of success. The alternative reality is less rosy: Oracle doesn’t have as much operating profit as its competitors to burn on R&D, so it’s betting everything to keep its only big customer in exchange for a promissory note. Amazon, Microsoft and Meta can afford to spend between 70,000 and 130,000 million a year in infrastructure. Oracle is juggling financials to keep pace. And now what. Oracle has until mid-2026 to prove that your Abilene data center in Texas, with capacity for more than 400,000 GPUs and 1.4 gigawatts of power, can generate the promised returns. Meanwhile, the market has spoken and is awaiting evidence that this partnership will bear the promised fruits. Cover image | Oracle and OpenAI In Xataka | As if there weren’t enough AI companies, Jeff Bezos has just returned from the shadows to build another one, according to the NYT

Spain has lost 142,000 businesses in 10 years

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Spain has lost 142,024 businesses in the last ten years, going from 767,317 establishments to 625,293, according to data reported by The World. There are 39 net daily closures. One in every five businesses that disappear in the country is a store. The business has a mortality rate of 8.4%, higher than the national average of 7.8%. The facts. 68% of the closed businesses were self-employed without employees. Another 31% had between one and four workers. That is, 99% had less than five employees. Aragon, Galicia, Castilla y León and the Basque Country have lost almost a quarter of their stores. Yes, but. While small businesses collapse, large chains continue to grow. Mercadona invoiced 38.4 billion in 2023, 7% more than the previous year. The paradox is evident: Spain today has 85,527 more companies than a decade ago, when we were just emerging from the crisis, but the local commercial fabric is disintegrating. Between the lines. It’s not just that the consumer prefers the convenience of the supermarket. The problem is structural: Small businesses competed with exhausting hours and tiny margins against chains that negotiated prices with suppliers on a national scale. The shopkeeper who opened from 9 a.m. to 9 p.m. and made a living from his store can no longer sustain that model when a large supermarket sells cheaper, has a greater variety of products and closes at 9:30 p.m. The pressure doesn’t just come from the consumer. Suppliers have also changed the game: they prefer one large buyer who simplifies distribution over hundreds of small, dispersed customers. Local commerce has lost strength in both sales and purchases. The contrast. There is one exception visible on the streets: the convenience stores run mainly by Chinese and Pakistani merchants yes they have proliferated. They maintain the model of endless days that Spanish self-employed people can no longer sustain: open from 9 a.m. to 11 p.m., seven days a week, without fresh but with all the basics. They have filled the gap left by the traditional grocer, but with a different equation: Intensive family work. Very tight margins. And a model that only works if the whole family is behind the counter. It is the last stronghold of classic local commerce, but it reinforces the thesis: only those who accept conditions that an average Spanish self-employed person can no longer or do not want to assume survive survive. The money trail. The cost inflation has finished off the sector: electricity, rents, minimum wages and social contributions have risen while sales prices could barely move. A self-employed person pays more to keep his premises open than he can make by selling. The figures confirm it: only 41.9% of companies born in 2018 were still active in 2023. The first year of life is lethal, with survival rates of 78.5% or lower. Rising pressure. Added to the historical problems is now the tourism: Tourist apartments have skyrocketed commercial rentals in central areas, expelling businesses that cannot compete with Airbnb hostels and apartments. María José Landaburu, from UATAE, sums it up: “If a self-employed person cannot rent premises in their neighborhood, if a business closes because its rent has tripled, that is expulsion.” Main loser? The self-employed business. Lorenzo Amor, from ATA, warns that they are “in free fall” and with them “the social cohesion generated by the businesses of our towns and cities” disappears. The shopkeeper model, sustained for decades by endless hours and tight profitability, is becoming exhausted. The big chains have won by a landslide. In Xataka | The shadow companies that are making gold with Mercadona: the silent success of Familia Martínez or Profand Featured image | Richard Melick, Mercadona

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