manufacturer

CATL is the largest battery manufacturer in the world and has a new goal: electrify the entire sea

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CATL, the Chinese giant that dominates the global battery market for electric vehicles, it has become entrenched to move towards a new front: the electrification of maritime transport. It makes more sense than it seems, but it is still a great technical challenge. Although the company is not caught by surprise. Below these lines we tell you all the details. What you are already doing. The company, which controls 37% of the global market for batteries for electric cars and 22% of the energy storage market in electrical networks and data centers, has been working in the naval sector since 2017. It has so far deployed its battery systems on about 900 vessels, although mainly on small ships operating near the Chinese coast, in ports or on rivers. Its subsidiary dedicated specifically to powering ships already exists, and this year it plans to more than double the team’s staff, reaching around 500 people, according to confirmed Su Yi, the head of that division, told the Financial Times. Why now. As the media shares, the maritime sector is responsible for 3% of global carbon emissions, and the International Maritime Organization has set itself a goal halve those emissions by 2050. But there is another more recent catalyst that has made many companies reconsider: the recent escalation of war between the United States and Israel against Iran and the temporary closure of the Strait of Hormuz. The war in the Middle East has once again highlighted the fragility of energy supply chains and CATL has a good margin of maneuver there. According to counted To FT Neil Beveridge, an analyst at Bernstein specializing in energy in China, the long-term consequence of this type of situation will be an acceleration of the “global mega-migrant towards electrification.” CATL shares on the Shenzhen stock exchange have risen about 13% since the conflict with Iran broke out. The challenges. Electrifying boats is not like electrifying cars, up to this point I think we are all clear. But seriously, batteries have a much lower energy density than traditional fuels, making them impractical for long-distance ocean crossings. The middle shared the study by the Mærsk Mc-Kinney Møller Center for Zero Carbon Navigation, in which they concluded that the most promising approach in the short term is hybrid: combining electric propulsion with combustion engines. Added to this are extra risks that come from the marine environment itself: greater exposure to humidity and salinity, much more difficult evacuation conditions in the event of a fire, and the need for more demanding maintenance than in any car. Replicate the truck business model. CATL does not want to limit itself to selling batteries, as it wants to build an entire infrastructure around it, just as share in FT. It already operates in China a network of battery exchange points for trucks on highways, and now intends to take that same model to the sea. The idea is that ship operators can change their batteries in port without having to charge them, which would also eliminate that cost from the ship’s acquisition price. The company is working with municipalities and ports to develop this ecosystem from scratch; Cities like Guangzhou, one of China’s major shipbuilding centers, already offer subsidies for electric-powered vessels, according to share the middle. A personal story. There is a rather curious detail in all this. And just as account FT, Robin Zeng, founder of CATL, studied marine engineering at university before switching to electronics. “Naval engineering was his original discipline and passion,” Su Yi explained to the outlet. It has its advantages, because over time this discipline could end up becoming the next great industrial transformation of your company. Financial muscle. CATL closed 2025 with a net profit of 72.2 billion yuan (about 10.4 billion dollars), 42% more than the previous year, driven mainly by demand for energy storage. From this position of financial strength, the company has the muscle to invest long-term in a sector where margins are still uncertain. We’ll see how the company ends up doing. Cover image | Wikipedia and Elias In Xataka | In 2022, Europe forced energy companies to swallow the cost of the gas crisis. Now she’s willing to do the same.

EEEU vetoed the largest Chinese drone manufacturer. He did not expect that he would be left without the largest Chinese drone manufacturer

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In December 2025, the US government banned DJI, making it the Huawei of drones. It was an absolutely crazy idea.with American drone pilots themselves warning about the Trump administration’s terrible decision. To no one’s surprise, the play did not go well. what happened. Late last year, the United States Federal Communications Commission (FCC) decided ban all drones and critical components of these small aircraft that were manufactured in foreign countries. The measure affected the import of new drones, remaining existing ones operational. But the government did not take into account a small detail: DJI is the main reference in drones worldwide and, literally, there are no alternatives. What is happening. Already in 2025, Greg Reverdiau, co-founder of the Pilot Institute in Arizona, conducted a survey in which 8,000 pilots participated. 85% made it clear that they could stay in business for about two years. From then on, without access to DJI drones, the outlook was unsustainable. Photographers Videographers Farmers Surveyors Emergency services Security forces Major figures in the industry make it clear that no one is going to replace the gap that DJI has left, whether in capacity, affordability, reliability or ease of use. The alternative. GoPro launched a drone, Karma, in 2018. It failed and was never heard from again. Companies like Parrot also launched consumer drones almost ten years ago, but today there is no trace of them. American companies like Skydio have pivoted completely towards defense, with drones worth thousands of dollars and million-dollar contracts with the US military. When asked if they intended to manufacture drones for consumption, the answer was a clear no. Goodbye to 90%. DJI dominated the US drone market with a 90% share, and there are no real alternatives to replace drones that are reaching the end of their useful life. With no possible DJI replacement in sight, the question is no longer who will take over, it’s how long the current fleet will last before volunteer firefighters, farmers and rescue teams run out of work tools. In Xataka | Best drones. Which one to buy and recommended models from 50 to 3,500 euros

What is SMIC, China’s big chip manufacturer, doing right now? According to the US, sell them to Iran for the war

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The war in Iran continues. On the one hand it is said that it is almost finished, but on the other we have the shipment of thousands of American paratroopersmore calls for support and one sided offensives and from another. But in almost any conflict, not only those in the countries involved come into play, but also the allies. And the United States has leveled a pretty serious accusation against China: SMIC is selling chips to Iran. Well, “almost certainly.” SMIC in the spotlight. Semiconductor Manufacturing International Corp the great Chinese semiconductor foundry. Included in the blacklist of the United States government along with Huaweihas managed to develop advanced chips in record time. They have not only challenged everything the US thought they could dobut that association with Huawei and the country’s push for the technology industry have made it one of the spearheads of China’s technological sovereignty. That SMIC has been able to manufacture advanced chips when it was denied access to cutting-edge technology is something that upsets the US government, which reiterated the sanction and keeping the company on the blacklist for alleged ties to the Chinese government. And the latest accusations are not going to relax the tension. ANDUSA says yes. SMIC makes chips and obviously sells chips. And the United States claims that they are supplying technology to Iran. a few days ago, Reuters published an article in which it included two statements by “two senior officials in the Trump Administration” that suggested that Beijing, perhaps, is not staying as far away from the Iran war as they would have us believe. In the article they state that SMIC has been sending chip manufacturing tools to the Iranian army. This raised questions about Beijing’s stance in the conflict, with officials noting – on condition of anonymity – that the company began shipping the tools about a year ago and that they have “no reason to believe shipments have stopped.” A year ago, the United States was not at war with Iran, and China has long maintained a normal trade situation with Iran. US officials note that, in addition, “they have almost certainly also technically trained Iran on semiconductor technology.” And let’s remember that these chips are in everything: from routers to missiles. China says no. The Reuters article does not give any further information or details on whether Iranian tools that included US technology have been confiscated –something that does occur in other conflicts– and neither the Chinese embassy in Washington, SMIC or an Iranian spokesperson at the UN responded to requests for comment. Who has left Lin Jian, the spokesperson for China’s Ministry of Foreign Affairs, spoke out and did not hesitate to classify the report as “false information.” He accused certain media outlets of launching self-serving news and then classifying all reports as “false information.” On this issue, China has been caught between two waters, first condemning the assassination of Ayatollah Ali Khameini by the Israeli and US forcesbut also expressing his rejection of the Iran attacks on Gulf states that house US bases. Back in focus. Beyond Iran, the United States accusations are part of an operation that began a few years ago. The veto of Huawei marked the beginning of the current trade war between China and the United States, but it also marked China’s ‘awakening’ in technological matters, quest for sovereignty and a technological war that branched into chips, robotics, energy, communications, artificial intelligence and in the military arm. SMIC is the large Chinese manufacturer that defied US vetoes by managing to manufacture the chip of the Huawei Mate 60 Pro before whom The US authorities could not believe and, if they manage to demonstrate that they are involved in supporting Israel when China is not actively participating in the conflict, they will have more reasons to intensify the vetoes and sanctions. And all this is framed in a current situation in which Trump and Xi Jinping will meet in a few days to discuss international relations and where the purchase of American technology by China is expected to be one of the points of the day, with NVIDIA very interested in biting a piece of the $50 billion pie that the Asian giant represents. Images | Ballistic Missile, ASML In Xataka | While the US bombs Iran, something unusual has happened: drones attacking the nuclear bases in North Dakota

Mobile phones in China are suffering the biggest price increase in five years. The culprit is not a manufacturer: it is AI

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Smartphones face a year of challenges due to the price of basic components such as RAM. The predictions They are already talking about increases of between 90 and 150 dollars for basic mobile phones, and between 300 and 400 dollars in the case of high-end mobile phones. AI is about to blow up an industry that has claimed its first victim: Meizu. Go for it, leave almost everything. I still remember that MWC last year when I stopped by the Meizu stand. I liked what I saw: new batch mobiles, with balanced hardware, the design and ROM that I fell in love with almost a decade ago and a shocking promise: the manufacturer was preparing its global launch. A history of mobile manufacturing in China, about to return to Europe as an alternative to manufacturers such as Xiaomi, Honor or OPPO. what has happened. Recently, Meizu has announced its exit from the smartphone market to focus their efforts on AI. In addition to the strong competition in its local market, the sharp rise in RAM prices makes it difficult for the manufacturer to be competitive against more established brands. It is a movement similar to that of ASUS, which He has said goodbye to his Zenfone family to focus on AI solutions and other types of products. The death of the quality-price mobile phone? 2026 will be a critical year for quality-price mobile phones. For years, manufacturers have been able to play with relatively comfortable margins: RAM abundance Component recycling A supply chain at your entire disposal The RAM giants have their shelves collapsed due to requests related to AI, and cheap modules have completely stopped being a priority. The dilemma. IDC analysts make it clear that we are witnessing a major shock in the supply chain. It’s not a temporary high: AI has completely changed market priorities, and things like RAM won’t stabilize in price anytime soon. Historically, we have normalized annual cycles and launches “just because”, even though there was no hardware or news to justify the launch of clone phones year after year. Maybe and just maybe, the price crisis will make manufacturers have to rethink their strategy. Image | Meizu In Xataka | Expensive and premium mobile phones are not a fad: they are the new standard, and Motorola knows it

The Nintendo DS was the best-selling console in the history of the Japanese manufacturer until now. It’s easy to guess who has surpassed her

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The Nintendo Switch has become the best-selling console in the history of the Japanese company, as revealed by Nintendo in its financial report of February 3, 2026. With 155.37 million units sold until the end of December 2025, the hybrid system has surpassed the 154.02 million of the Nintendo DS, which held the record since its discontinuation in 2013. Two proposals. The data gain more weight considering that the Switch debuted in 2017 with a price of $299.99 (exactly double the $149.99 of the DS in 2004) and not has officially dropped in price in its eight years of commercial life. The concept of the DS (two screens, one of them touch) represented a risky bet when the industry prioritized graphical power. The console found its audience in sectors outside of traditional video games, with titles such as ‘Brain Training’ and ‘Nintendogs’ that attracted users with the same casual profile that the Wii had conquered. Added to this was the DS Lite, launched in 2006, which represented 61% of the system’s total sales: 93.86 million units. The Switch arrives. In 2017, the Switch was double the price of its portable predecessor. Its hybrid concept (functioning as a desktop console connected to the television and as a portable device) eliminated Nintendo’s traditional division between home and mobile platforms. And without price cuts: the OLED model, launched in 2021 at $349.99, meant a net increase in the market positioning of the system. Different pricing policies. The pricing strategy of both consoles differs significantly. Adjusted for inflation, the $149.99 DS in 2004 andThey would be equivalent to approximately $240 in 2024. The DS also experienced reductions during its life cycle, reaching $99.99 in 2011. The Switch, in contrast, has maintained its base price for eight years, something unusual in the consumer electronics industry. The accumulated inflation since 2017 has reduced the real value of the price by approximately 20%. For comparison, the PlayStation 2 dropped its price from $300 to $100 in less than a decade. But the Switch unifies two segments: while the DS competed exclusively as a portable platform (coexisting with the Wii and Wii U as home consoles), each Switch unit captures both the traditional home console and handheld audiences. The difference: the software. Beyond hardware, software performance reveals a gap between both systems. According to data from November 2025the Switch has sold 1,452.79 million software units throughout its life cycle, compared to the 948.76 million that the DS reached at the end of its production. A difference of 53% in favor of the Switch that indicates a greater commitment on the part of its user base. Put another way: each Switch owner has purchased an average of approximately 9.4 games, compared to 6.2 for DS users. The Switch catalog, which includes ports and remasters of titles previously exclusive to other platforms, has reached an audience that goes beyond the traditional Nintendo. PS2 objective. The Switch is still below the absolute industry record: Sony’s PlayStation 2 maintains the position of best-selling console of all time with figures that exceed 160 million units. This brand has generated some controversy after Sony updated its historical data including sales that were not previously listed in its public records. To reach that figure, the Switch would need to sell approximately 4.63 million additional units. However, Nintendo’s current projections contemplate only 750,000 more units until the end of the fiscal year. Besides, Switch 2 It has already sold 17.37 million units. The coexistence of both models on the market could accelerate the withdrawal of the original hardware. Images | Xataka In Xataka | The most recurring criticism of Nintendo Switch 2 is that “it does not innovate.” We have tried it and we have something to say about it

In the 15th century Mallorca was a great manufacturer of nautical charts. Now that has allowed him to get hold of a treasure

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When almost six centuries ago the cartographer Pere Rossell created a detailed nautical chart of the Mediterranean, its purpose was to help sailors negotiate the winding coasts of North Africa and the Tyrrhenian, Ionian and Black Seas, a vast expanse of water crisscrossed with trade routes. What Rossell probably did not imagine is that in 2025 that Portulan letter full of annotations, lines and the occasional illustration would end up becoming a treasure in itself. One for which the Consell de Mallorca has paid 700,000 euros. The goal: bring him back home. A map, a treasure. That there are maps (and codices) that are worth more than many treasures is nothing new. He reminded us a few years ago an atlas supposedly consulted by Christopher Columbus on his first trip to America that ended up sold for several million euros. And we has remembered again now the Consell de Mallorca, although with a much more modest outlay. The island government has just paid 700,000 euros by a nautical chart prepared in the mid-15th century by one of the most important (and prolific) cartographers on the island at that time: Pere Rossellpart of the Mallorcan cartographic schoolwhich in turn connects with one of the eras of greatest splendor of the region in the preparation of nautical charts. From the workshops of Mallorca came plans so precious that they were in demand from Flanders to Alexandria. The Mediterranean on paper. The Majorcan press assures that the objective of the Consell is to expose the document in the Mallorca Museumbut the truth is that you don’t have to wait that long to enjoy its details, colors and annotations. At least if we don’t mind doing it through a screen. Sotheby’s, the firm in charge of the auction, includes a description and a detailed gallery of images on your websitewhich recalls that the plan was drawn up at the end of the 1440s, is written in Latin and Catalan and shows the Mediterranean and Black Seas in great detail. In the work Rossell reviewed dozens and dozens of place names and multiple navigation routes. As a cherry on top, it included shields, flags and details of nine cities with their fortifications. “Part of our identity”. Sotheby’s also stated that the plan has been valued by between 700,000 and one million of pounds. Mallorca Diary precise that the starting price was 600,000, around 687,000 euros, the amount that the island Government has decided to disburse through a direct purchase. The effort is more than justified for the Consell. Its head of Culture, Antònia Roca, celebrated a few days ago that portulano returns to Mallorca after spending several centuries outside the land where it was made, around the year 1447. “We acquired one of the most important jewels of maritime navigation and our historical heritage and we want to share it with the citizens.” A jewel that comes home. Roca is not the only one who thinks this way. A few weeks ago, prestigious historians such as María Barceló, emeritus professor of Medieval History, they claimed to local institutions to take advantage of the Sotheby’s auction to enrich the island’s heritage with a unique piece. Among other reasons, they alleged that no Majorcan public institution has one of the 15th century letters that came from the island’s School of Cartography. “They are the first who should act, they have the moral obligation to acquire it. We must recover the cultural heritage of this land dispersed throughout the world,” the expert insisted. Days later the Consell seemed to take note. Is it so valuable? Beyond its heritage value, Sotheby’s highlights the peculiarity of the nautical chart within Rossell’s legacy: the work that the Consell has just acquired is “the oldest of the ten navigation maps signed by Rossell”, one of the great exponents of the Mallorcan school. The plan was probably drawn up as a commission from the powerful Florentine Martelli family, in whose archive it was preserved for more than five centuries, until almost the 1970s, when it appears in the book dealer’s catalogue. Kenneth Nebenzahl. In the 80s it passed into the hands of the Pritzker couple and now (after a stop at the Sotheby’s auction house) it returns to Mallorca. Works of art…practical. Pere Rossell’s nautical chart is relevant for another reason. In his day there were ordinary plans in which practical criteria predominated and were basically designed for use on board ships, so they were sparse in decorations and ornaments. Then there were luxury portulans, meticulously decorated objects that usually ended up in palaces. As explains Ramón J. Pujadeshead of research at the Barcelona History Museum, The Worldthe work acquired by the Consell is halfway between both categories. They are premium nautical charts, designed for navigation but that do not give up aesthetics or becoming a status symbol. Images | Shoteby’s and Wikipedia In Xataka | Someone has created abstract works of art with one of the most unique forms of engineering: highway “knots”

Ferdinand Porsche devised the first car with an electric motor in each wheel. Today a Chinese manufacturer is going to make it possible

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Just a few days ago we were talking about Dongfeng at the Santana plant, since it will be the Dongfeng Z9, brought in pieces from China, that will end up being assembled in Linares to end up traveling Spanish roads under another name: the Santana 400. However, the brand also has a presence in Spain with the boxan urban vehicle that we have known since the end of last year. Dongfeng in China is another world, as the brand has much more impressive and innovative vehicles. One of them is the eπ 007, which has led the brand to become the first established manufacturer in the world to bring a sedan with four motors integrated into the wheels into mass production. The electric motor that is attached to each wheel What’s special about it. In-wheel motors eliminate traditional components such as the differential, drive shaft and semi-transmissions. The eπ 007 is equipped with four independent units of 100 kW each, manufactured by Shanghai Automobile Electric Drive, which add up to a combined power of 400 kW (536 HP). This architecture promises to reduce mechanical losses approximately 30% and the firm claims that it allows individual control of each wheel with torque responses in milliseconds. The advantages. According to official documentation, the system provides improvements such as a 10% to 15% smaller turning radius, 25% higher energy regeneration efficiency thanks to better braking control on all four wheels, and 20% to 30% lower maintenance costs. In addition, by eliminating the transmission tunnel, the cabin gains interior space with a completely flat floor and greater flexibility in locating the batteries. It’s not the first attempt. Although other manufacturers have attempted to market vehicles with in-wheel motors, such as the Lightyear 0 or the Lordstown Endurance, all came from startups that later went bankrupt. Dongfeng is one of China’s leading state-backed car companies, making the eπ 007 the only model to enter mass production with this technology. The vehicle will be the litmus test to find out if the invention, first devised by Ferdinand Porsche in 1900, it may end up having a commercial place, beyond concepts. The good thing is that the miniaturization of electronics over the last few decades has allowed manufacturers to opt for ideas as revolutionary and as old as including an electric motor in each wheel of the car. In the past, the problem with this system was the excess weight it brought to the vehicle. Today, Dongfeng wants to demonstrate that this idea can become viable. It remains to be seen if it will be so attractive that the general public will bet on it. More traditional versions. At the same time, Dongfeng also recently launched the updated eπ 007+, with three finishes that combine 100% electric and extended autonomy. The price started at about 139,900 yuan (about 16,788 euros). The pure electric variant is offered with a 200 kW rear motor and 650 km of CLTC range, or with a 400 kW dual motor and 565 km. Both use lithium-ferrophosphate batteries. The version with range extender combines a 1.5-liter generator with a 160 kW rear electric motor, achieving 308 km in electric mode and up to 1,308 km in total. In Xataka | Porsche owners in Russia woke up this morning without being able to start their car. And they have a suspicion

V-16 beacons run the risk of being left without connectivity if their manufacturer goes bankrupt. Don’t worry, there is a solution

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You may have read it on social networks: you buy a connected V-16 beacon, you go years without using it and, before you know it, the company that sold it to you has gone bankrupt, has stopped paying for its servers and now you have a nice paperweight because, without connectivity with DGT 3.0, that beacon has become illegal. It’s true? No. Plain and simple. When we buy a connected V-16 beacon, the manufacturer assures us that the connectivity is guaranteed for at least 12 years. The manufacturer may offer more connectivity time, as an incentive to purchase, but it cannot offer less. This, like the luminosity of the beacon or the 30 minutes that it must be in operation for at least, is one of the demands that Traffic has set to manufacturers so they can sell their beacons and we let’s buy them with enough peace of mind to be following the rules. Sure, but… what if the company goes bankrupt? It is one of the questions that some users have asked and that has been answered by accounts on social networks like Twitter. It is stated that when a connected V-16 beacon is activated and the required 100 seconds pass, the following process is launched: Protocol A: the beacon sends the data exclusively to the manufacturer’s servers Protocol B: Data leaves the manufacturer’s servers and is forwarded to the National Access Point for Traffic and Mobility Information which is where all activations and any other type of emergency are reflected. The response points out that, in the event that the manufacturer stops selling the connected V-16 beacon, the connection would be broken and therefore we would be left with a luminous paperweight because without connectivity that light is not legal. Insured. To confirm these details, we have contacted some of the companies that manufacture or sell these types of beacons. César Basterrechea explains to us from Atressa Automotivewho have their own beacons, that the information is not true and clarifies what would happen if their company went bankrupt and stopped paying for the beacons. First, he points out, the manufacturer has to register in DGT 3.0 and request a connectivity license. When this requirement is met, the following happens: “My operator sends me the data generated by one of my beacons through an APN and which is protected within a private VPN, the information reaching my Cloud once received, we send it through a VPN with a digital certificate to the DGT 3.0. If my company closed tomorrow, my operator would redirect the data emitted from my beacons to another APN of its own and through its own VPN it would send the data to the DGT cloud” With these words he explains, therefore, that it is the operator that offers its support if the company stops paying for the servers and, therefore, cannot offer the service. They confirm it to us. Asked to the other party, the answer is the same. In Xataka We have contacted Orange, an operator that offers connectivity in different connected V-16 beacons on the market. The company confirms the above, although it points out that, exactly, it is not that the operator keeps the servers of the bankrupt company, it only guarantees that the signal reaches DGT 3.0. “The communication architecture has been defined so that there are two ways to send the data to DGT 3.0: through the manufacturer’s cloud services (which must always be used if there are no incidents) or directly from the operator if the manufacturer’s cloud service is not operational (manufacturer bankruptcy or massive drop in its cloud service)” It’s not easy. The truth is that although we have confirmation from this beacon manufacturer And getting there is not easy. In the Resolution of November 30, 2021 which details the requirements that a V-16 beacon must have connected to be valid, it specifies that the manufacturer must have support to offer the service if it cannot be performed, but nowhere does it specify whether this company should be the operator, as Atressa Automotive tells us. This text explains the above-mentioned details of protocols A and B. Subsequently, the following is stated: The implementation of a device with these characteristics requires having a standard channel and a common language. Additionally, defining this standard also makes it easier for a third party to perform these functions if necessary due to the existence of a problem in the information systems of a manufacturer. The data model that the messages that V-16 devices send to their manufacturers’ information services must comply with is defined below. a hoax. Although with the connected V-16 beacons we have had a lot of controversy and we know that there are even those who has demonstrated cybersecurity risksThe truth is that this time we are facing a hoax. The DGT has actively repeated that when we buy a connected V-16 beacon we are guaranteed access to DGT 3.0 for 12 years. And although the protocol does not clearly detail whether a specific company must take charge (operators, other manufacturers…), it does specify that it must guarantee backup to keep the service active. Photo | DGT In Xataka | V16 beacon without eSIM or connectivity: what the DGT says about them from 2026

The tunnel between Spain and Morocco seemed like a chimera. Now a tunnel boring machine manufacturer says it is viable

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The idea of ​​connecting Europe and Africa directly is something that takes century and a half fluttering the mind of leaders and engineers. The simplest way would be to connect Spain and Morocco through the Strait of Gibraltar, and what for decades was considered a chimera due to its complexity, today is a little closer. And the company that would make the tunnel boring machine He defends that “it is viable.” In short. I told it Populi Voice a few days ago. Óscar Puente -Minister of Transport- and Karim Zidane -Delegate Minister of Investments, Convergence and Evaluation of Public Policies of Morocco- they met in Moncloa to discuss the infrastructure expansion plan of the North African country. Puente conveyed to the Moroccan minister the interest of the Spanish business sector in participating in an ambitious project that plans to expand its high speed network up to 1,300 km by 2040. The meeting discussed infrastructure such as ports and airports, but the strategic backdrop is the vaunted tunnel that links Spain and Morocco. Centennial project. The union of Europe and Africa through a direct connection between Spain and Morocco is something that comes from afar. The same thing happens with the ‘Peace’ project that aims to unite the United States and Russiabut as in the case of the tunnel with Morocco, it has not yet materialized. In 1869, the Public Works Council already tested the possibility of connecting both continents through Gibraltar. The proposal ended up in the drawer, but over the yearsdifferent technicians and rulers have rescued it with a “we could do this.” There is a clear commercial interest both in mobility of people (the “passage operations” add many vehicles crossing by ferry) as commercial (improvement in relations between the United Kingdom and Morocco, the country from which they buy fruit). “Viable“However, although with some plan in between, nothing was finalized. Something has changed: a German company called Herrenknech affirms that the tunnel is viable. They are not just any company: it is one of those that leads in the manufacturing of tunnel boring machines -or boring machines- and, after a feasibility study commissioned by the Spanish company SECEGSAhave stated that the project is “technologically viable” after the reactivation and promotion of a few years ago and socioeconomic analysis published in 2024. It really isn’t that much distance that would have to be covered. In other parts of the world, such as northern europe or in China, we see similar underwater railway tunnel projects of considerable length. The particularity of the Strait of Gibraltar tunnel is not so much the length (it would have to cover about 40 kilometers underground and underwater), but rather the characteristics of the territory. Characteristics: the tunnel profile would be the following: Distance between terminal stations: 42 kilometers. Total length of the tunnel: 38.5 kilometers. Length of the underwater tunnel: 27.7 kilometers. Minimum range at the lowest point: 175 meters. Maximum depth: 475 meters. Slope: 3%. Complex. The geology of the strait is very complicated because it has numerous areas of unstable clay, but also very strong marine currents and the presence of earthquakes. Any slight mistake when carrying out calculations or using unsuitable materials would cause a catastrophe. This is where Herrenknech comes into play as one of the few companies with the capacity to design specific machines that can operate in these conditions. Apparently, they themselves confess that it would be a challenge, but that a route through the Camarinan Threshold (which is longer than a straight line, but also shallower) could be done with current engineering. and expensive. Viable, yes, cheap… no. According to the information of Populi Voicethe base bidding budget corresponding to the Spanish part would exceed 8.5 billion euros. HE wait that part will be paid for with community funds thanks to concessions similar to those of the Channel Tunnel. And the international implications would be tremendous, linking Rabat and Madrid, directly, by train. It’s going to be long. For a time it was expected that the 2030 World Cup that Spain, Portugal and Morocco will co-organize was the catalyst for this project, but the times simply do not allow it. It would be extremely complicated for the tunnel to be operational by 2030 when we only have a “it is possible” from the company that manufactures tunnel boring machines and, in fact, the estimated deadlines speak of a tunnel within a decade or more. Now, what was considered a chimera for decades is now have a realistic performance goal between 2035 and 2040 is an important step forward. But there is a lack of work, money and crucial international coordination to achieve the objective of this tunnel between Spain and Morocco. The next step? Carry out new studies shared between countries on seismic activity, possible tsunamis and the behavior of the maritime corridor, as well as a technical planning which must be done before August of next year. What is clear is that it seems more viable than the dam-bridge that someone proposed a few years ago. Images | SECEGSA (2), Moncloa In Xataka | Modern tunnel boring machines are real monsters compared to those of 1950. The paradox is that they are just as slow

We believed that the NVIDIA-killer would be some other chip manufacturer. We were very wrong

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Yesterday NVIDIA had a stumble in the stock market. The shares lost 7% and then recovered part of the fall. Meanwhile, Google grew by about 4%. Both movements had the same origin: the rumor that Meta is considering using Google’s TPU chips in its data centers in 2027. Why is it important. During the last few years NVIDIA has managed to dominate imperially the AI ​​chip segment. Its accelerator GPUs made the difference, but although other traditional manufacturers such as AMD tried to follow in its wake, the dominance of the company led by Jensen Huang was spectacular. That could change, and the surprise is that the one who threatens that position is Google. Google prefers to throw balls out. A Google spokesperson explained on CNBC that “Google Cloud is experiencing accelerated demand for both our custom TPUs and NVIDIA GPUs; we are committed to supporting both, as we have for years.” But they have been preparing the move for a decade. Sundar Pichai’s company has been working on the development of the Tensor Processing Unit since 2015. They launched the first version in 2018 to take advantage of it in its cloud computing business, but little by little these TPUs have been gaining performance and are now promising alternatives for AI loads, both for training and especially inference, as Ironwood demonstrates. Anthropic already uses them, Meta could do it. Google has already reached a circular financing agreement with Anthropicto which it will supply its TPUs for data centers that work with its model, Claude. The rumors pointed out by The Information make it feasible that Meta reach a similar agreement with Google and use those chips in its data centers. The difference, of course, is the size of Meta versus Anthropic. NVIDIA shows off its chest. In a post on It is a message with two faces: on the one hand, congratulations. On the other hand, the declaration of intent. But you already know what’s coming. The CEO of NVIDIA, Jensen Huang, already warned at the investor conference when presenting results of the current situation: the rivalry with Google’s TPUs is increasing. However, he also insisted that Google remains his client and Gemini – which has just been renewed with a spectacular Gemini 3— can run on NVIDIA technology. Competition is good. All major technology companies try to avoid dependence on NVIDIA, and almost all of them have their own bets. It’s AMDbut also Intel, Microsoft, amazon and of course the aforementioned Google. But apart from them there are proposals such as those from OpenAI, Broadcom or TSMC that with their XPUs they want to end the reign of NVIDIA. But CUDA is still a lot of CUDA. The development of own chips is promising, but as AMD knows wellNVIDIA continues to have a spectacular wild card with CUDA, the industry standard development platform for AI solutions. The network effect that this technology has generated it’s going to be hard to beatbut Google certainly has resources to try. Image | World Economic Forum | Hilel Steinberg In Xataka | That Qualcomm prepares its own AI chips is good news. Whether it has an opportunity in the market is a very different thing.

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