obvious

OpenAI had to choose between “being the company that has erotic AI” or competing with Anthropic. And he has chosen the obvious

by

Sam Altman wasn’t afraid to try things. That people want to create Studio Ghibli style images? Forward. AI Videos hyperrealistic? Go for it. A browser with AI? we have it. Wherever I saw an option to add AI, OpenAI added it. But that was before, because these projects are being put on the back burner or directly closed for a simple reason: they are blank bullets. ChatGPT is not going to flirt with you. According to the Financial TimesOpenAI has canceled its plans to launch an erotic chatbot, and now the goal is to focus its resources on its most important products. The decision is partly a response to tensions and internal criticism from employees and investors when offering sexualized AI content. One former employee noted that “AI shouldn’t replace your friends or family; you should have human connections.” Making an erotic chatbot is not that easy. In addition to the social impact, it seems that OpenAI has had to face really complex technical challenges when creating this type of chatbot. Training an AI model to do something that “normal” models were trying to avoid was causing problems. For example, when including data sets with explicit content it was necessary to eliminate illegal behavior, such as bestiality or incest. That adult mode, called “Citron mode” internally, could have required users to prove that they were over 18 years old. Too much risk. The move to launch an “adult mode” of ChatGPT was reputationally risky, and people familiar with the decision have indicated that OpenAI wants to begin a long-term investigation into the effects of explicitly sexual chats and the emotional bonds that this type of interaction can create in users. They point out that at the moment there is no “empirical evidence” about the impact, but for now they are clear. And yet, there is another great reason to cancel it indefinitely. Let’s focus on what makes money. In recent weeks we have seen how the new pretty girl of the world of AI is Anthropic, which with Claude has managed to conquer precisely the market sector that is beginning to generate income decent for AI: the companies. OpenAI had been especially focused on end users, but the steps it has taken to try to convince us to pay for ChatGPT Plus/Pro They don’t quite work. No ads, no shopping. A few months ago OpenAI announced that ChatGPT was already capable of buy things for you with its Instant Checkout. The feature was really promising and proposed a paradigm shift in the rules of traditional e-commerce, but this launch seems to have had much less impact than expected. The decision to place ads during conversations seems not going to make ChatGPT’s revenue skyrocket either, so the solution is becoming clearer: if we have to be like Anthropic, we will be more Anthropic, we imagine Sam Altman is saying. Goodbye Sora… The ads don’t quite work, neither does Instant Checkout, and many other launches have not gone beyond generating a fleeting expectation. It happened with Sora: that OpenAI I abandoned her It is a disturbing sign that the company prefers to completely recalibrate. …hello superapp. Another sign of this reorganization is the fact that OpenAI is preparing a desktop tool that will unify its chatbot, its code platform (Codex) and the Atlas browser. The objective, to create a super app with agentic capabilities, not only oriented to code, but also to productivity. It is not clear if they will launch it as a solution for end users or the destination will be the company, where Anthropic is winning the game. New ‘Spud’ model in sight. In The Information indicated this week that OpenAI had recently completed development of a new AI model called Spud. OpenAI is expected to launch it in the coming weeks, and Altman reportedly told his employees that such a model “can really accelerate the economy.” It is not clear what it refers to (agent capabilities?), but with it OpenAI may be able to regain some of the ground lost with Anthropic. If Anthropic lets him, which we doubt. Image | Universal Pictures In Xataka | Wikipedia has banned using AI to write or rewrite articles in English. Human knowledge begins to raise barriers

The Supreme Court ended up seeing the obvious

by

The last straw for a worker is to have been doing the same job for more than 16 years in the same place and with the same colleagues, and to be fired for not having passed the trial period. It seems like a joke, but it is exactly what happened to the employee of a notary office in Madrid. What came next was a judicial battle that reached the Supreme Court, and ended up agreeing.​ Although taken to the extreme, this case is no exception. In Spain, companies terminated more than a million contracts in 2025 alleging that the worker had not passed the trial period, and the data suggests that behind many of these dismissals there is something else than employees who did not perform enough.​ Sixteen years in the same place. Just like is detailed in the sentence of the Supreme Court, The worker had been working in the same notary office since May 2004, chaining contracts with different notaries who occupied the position throughout that period. In September 2019, the titular notary was assigned to another location and was offered the choice between going with him to Jávea and keeping his contract in force, or collect your compensation for the cessation of its activity. The employee opted for compensation of 10,071.20 euros.​ A few months later, the new notary contacted him to enlist his services and that of his former colleagues at the same notary office. In February 2020, he signed a permanent contract with this new notary with a trial period of six months. It should be noted that the new notary was employing the majority of the previous staff, he continued in the same office, with the same furniture, computers and software as all his predecessors. The pandemic and layoff. With the state of alarm due to COVID-19 newly declared, the worker and two colleagues went to the notary’s office to remind the notary that he must apply the health measures dictated by the authorities: shifts, gel, masks and limiting activity to urgent matters. The notary’s response, recorded literally in the sentence, was that “this is not a cooperative.” That same afternoon, the three received their dismissal letters for not having passed the six-month trial period contemplated in their indefinite contract.​ The case took five years to resolve. In December 2023, a first court ruled in favor of the worker: if the new notary had assumed the staff and resources of the previous one, there was a transfer of the company and the agreed trial period was void. There is no point in testing the ability of someone who has been in the same position for 16 years. Finally, and after several appeals before different instances, in January 2026 the Supreme Court confirmed its verdict: the trial period was not valid and sentenced the notary to reinstatement of the employee or compensation of 54,294.42 euros.​ One million layoffs a year. This case is striking because of the extreme and obvious nature of the situation, but it is nothing more than an example of an upward trend among companies to avoid compensation for unfair dismissal. According to report data ‘Balance of the labor market in 2025‘ Prepared by the USO union with sources from the SEPE, INE and Social Security, Spanish companies terminated 1.02 million contracts alleging that the worker had not passed the trial period. This represents an increase of 2.34% compared to 2024 and 79% more than in 2021, before the last labor reform in which permanent contracts were reinforced compared to temporary contracts.​ What it does especially that data is relevant The thing is that it is not a general increase: it is mainly the indefinite contracts that are behind this growth. Before the labor reform, in 2021, only 13% of all dismissals for not passing the trial period corresponded to permanent contracts. In 2025, that percentage had already risen to 75% of layoffs. To put this figure in a context, dismissals of permanent workers grew by 137% in the same period, while dismissals of permanent workers in a trial period grew by 864%, to exceed 720,000 cases. “At USO we have always said that it was more than suspicious data. Suddenly, there are many people who are not worth the job for which they are hired. It is clear that the trial period is an escape route to hire people temporarily and not even have to compensate them. But it has been seen that, even so, not only is its use abused, but it is twisted and used illegally,” warns Joaquín Pérez, general secretary of USO. The gap left by the storms. To understand the reason behind this sudden use of the trial period to argue for dismissal, we must take into account a detail in the regulations that governs severance pay: When an employee does not pass the trial period, the company does not have to pay him any compensation or justify his termination of the contract. On the other hand, for a dismissal, it must be justified and, depending on the case, compensation must be paid. Firing with the excuse of not having passed the trial period is even more profitable for the company than letting it expire. a temporary contractsince in this case a compensation of 12 days per year worked is applied. Therein lies the trap that the unions They have been denouncing for some time. With the latest labor reform, companies can no longer chain temporary contracts so easily and are forced to hire indefinitely in many more situations. Terminating an indefinite contract during its trial period is cheaper than any other form of dismissal, and hardly requires any paperwork. As and as they pointed from The Economistthis fraud of law would be producing a precariousness of permanent jobs. The Ministry of Labor launched inspection campaigns in 2024 and 2025, but in January 2026, layoffs for this reason continued to grow by 1.3% compared to the same month of the previous year. In Xataka | Companies … Read more

music streaming has changed and there is no longer an obvious winner

by

Long gone are the times when Spotify was practically the only option to listen to music on your mobile. Today the panorama is much more interesting: Apple Music and YouTube Music They have gained weight, they have made a real place for themselves in the daily lives of many users and they have turned a decision that was previously automatic into a question that is much more complicated than it seems. If you are paying to listen to music, which one do you choose? At Xataka we want to help you solve it. Instead of asking you to try each service on your own, we have done it ourselves. Specifically, our colleague has done it Ana Boria in a new installment of ‘Versus’the video format where we have already brought products and platforms face to face with very different approaches, such as AirPods Max vs. Sony WH1000XM6 or the iPhone Air vs. Samsung Galaxy S25 Edge. Three services and a decision that is no longer obvious Ana starts from a very recognizable situation: she has been using Spotify for years, but lately she has been wondering if the time has come to change. With that doubt as a starting point, the video starts with the essentials, the catalog. “Both Spotify and Apple Music tend to stand out for their huge library of official songs from record labels,” he explains. And from there he highlights the fact that makes YouTube Music start to play with a differential advantage. The comparison also stops at an area where not everything is so obvious: sound quality. Before getting into technicalities, Ana makes clear an important idea to ground the debate: “There are technical differences that are not always noticeable if you use them with cheap headphones or common speakers, but that can be appreciated if you have good equipment and also have very fine hearing.” With that context, review the strengths and weaknesses of Spotify, Apple Music and YouTube Music in this section. Beyond what they offer on paper, it also matters how each service is experienced in daily use. And there the application makes a difference. Not everyone is looking for the same thing: some prefer a clean and minimalist interface, while others value having more options, more controls and more customization possibilities. The video goes into this point in depth and, in addition, addresses something especially useful if you come from another platform: the tools to import playlistsjust the scenario that Ana is exploring. In the final section, our colleague focuses on one of the factors that most determine the choice: subscription plans and price. It explains it very clearly and with tables to compare at a glance what each service offers and what concessions each modality implies. “In the case of Spotify, as we all know, we have a free version, with many ad cuts, low audio quality…”, he remembers, before laying out the advantages and disadvantages of each proposal. If you want to know all the details of the test, in addition to the winner of this ‘Versus’ with the new star rating system that we have just released, we invite you to see the full video on the Xataka YouTube channel. And, as always, you can leave us your opinion both there and in the comments of this article. Images | Xataka In Xataka | Apple Creator Studio is not just a subscription. It’s Apple looking to conquer the little tiktoker who uses CapCut and Canva

The AI ​​bubble is so obvious that not even Sundar Pichai or Satya Nadella make an effort to deny it

by

The thing about bubbles is that we are certain that there is one only when they burst. And with all this artificial intelligence, is talking a lot about whether or not there is one around this technology. Of course there are indicators that set off alarm bells, but the curious thing is that we would not have believed that two of the greatest exponents in contributing to the development of this technology would maintain reservations. And Sundar Pichai, for Google, and Satya Nadella, for Microsoft, have not made much effort to deny the doubts. Irrationality. Pichai declared to the BBC in an interview he noted “elements of irrationality” in the current AI market and warned that no company, including Google, will be immune if the bubble bursts. His words are especially striking because they come at a time when Alphabet shares have doubled in seven months, reaching a market capitalization of $3.5 trillion. The CEO compared the situation with the Internet bubble of the late 90s, recognizing that although there was excessive investment that ended in bankruptcies and layoffs, today no one questions the profound impact of the Internet. “I hope AI is the same. I think it’s both rational and there are elements of irrationality in a time like this,” he explained. When the numbers don’t add up. Skepticism is based on concrete data. OpenAI, Google’s most visible competitor in this field, has committed to spending $1.4 trillion in infrastructure for eight years while it expects to generate just $13 billion in revenue this year. Just like share In the Ars Technica media, Sam Altman himself, CEO of OpenAI, acknowledged to journalists in August that investors are “overly enthusiastic” about AI models and that “someone” will lose an “incredible amount of money.” Microsoft also shows the cards. For his part, Satya Nadella has been equally forthright about the current limitations of the sector. At the beginning of the year already pointed out to claim that a milestone has been achieved in AGI (general artificial intelligence) is “just hacking the tests without meaning”, downplaying the benchmarks that so much marketing generates. According to Nadella, the true metric of AI success should be reflected in countries’ gross domestic product: “When we say ‘this is like the industrial revolution,’ we should have that kind of growth that caused the industrial revolution,” he explained, referring to increases of 5-10% in GDP. That growth has not yet come. Jensen Huang says exactly the opposite. While Pichai and Nadella talk about irrationality, NVIDIA founder and CEO Jensen Huang has presented spectacular results in the third quarter and settled the debate in his own way. “There has been a lot of talk about an AI bubble. From our perspective, we see something very different,” he commented. NVIDIA reported revenue of $57 billion in its latest quarter, up 62% from a year earlier, with net profits of $32 billion. Its data center business has generated $51.2 billion, a record boosted by the sale of its Blackwell chips. According to Huang, sales of these GPUs are “skyrocketing” and cloud chips are out of stock. NVIDIA also projects a fourth quarter with revenues of $65 billion. AI still doesn’t make money. NVIDIA does make money, a lot of money, but He does it by selling the shovels during the gold rush. The vast majority of companies that develop large language models are losing money spectacularly. OpenAI is the most obvious examplebut not the only one. Microsoft, Amazon, Meta and Google they are allocating tens of billions of dollars to build data centers dedicated to AI in a colossal bet whose profitability is not guaranteed. For Nadella, what AI needs is something equivalent what Excel and email meant for the PC, that is, an app that makes the majority of users understand how to use AI. At that time we saw that the PC took a long time to find its place, especially until it reached mass adoption that transformed real processes. There are chips but there is no energy to power them. In addition to the profitability problem, there is an immediate physical limitation. Nadella revealed recently that the biggest obstacle is not the lack of chips, but the energy needed to power them. “If you can’t do something like that (supply enough power), you’re going to have a bunch of chips sitting around in inventory that you can’t plug in. In fact, that’s my problem right now: It’s not that I don’t have a sufficient supply of chips: it’s actually the fact that I don’t have places to plug them in,” he admitted. Microsoft, Google and other big technology companies are resorting to drastic solutions such as building their own small nuclear power plants (SMR reactors) to supply their future data centers. ARM CEO Rene Haas noted that energy needs could triplea challenge that calls into question the sustainability of the current expansion. Of course we don’t know how things are going to end, but no one doubts that we’re going to have a good time with it. Cover image | Microsoft and Bloomberg In Xataka | Gemini 3 promises more quality and precision than ever in its responses. The question is whether we will really notice the difference

a month later, the answers are not so obvious

by

Time passes so quickly that it’s hard to believe that the new iPhones have been in stores for more than a month. The truth is that Apple has made a move again, and it has done so with a model that renews materials and promises a more balanced experience. But after three very continuous generations, the question is once again the same: has anything really changed? in a new 24/7 from the Xataka YouTube channel We have tested it for 30 days to see if these changes are noticeable on a daily basis or if history repeats itself. For 30 days, Ana Boria has coexisted with the iPhone 17 Pro Max in all types of situations: recording, working, playing or taking photos outdoors. Their goal has been to see if the change in materials and the new design translate into a different experience or if, in the end, day-to-day life feels the same as before. On Xataka’s YouTube channel We already put the Freestyle Libre 2 glaucometer to the test for a week, and we also dedicated a month to the Xiaomi 15 Ultra now to the Smart Band 10. This 24/7 It follows that same approach of prolonged use to understand the product beyond the technical sheet. iPhone 17 Pro Max: a month of in-depth testing The change of materials is appreciated from the first moment. He iPhone 17 Pro Max It leaves titanium behind to adopt an aluminum chassis with more curved edges and a more pleasant touch finish. Apple justifies this step as a thermal improvement, and in tests a more uniform distribution of heat has been noted when the phone is working at its limit. The flip side is that aluminumsofter, shows marks easily, although for Ana the sensation of use compensates for that loss of hardness: “in that sense it seems to me that the change in design is much more successful and comfortable.” After a week of use, our colleague focused her attention on the screen and sound, two sections that this year arrive with small adjustments. The panel now reaches a maximum brightness of 3000 nits, improves contrast and adds a new anti-reflective coating. In practice, it ensures that the experience does not change too much: outdoors it looks perfect, but not better than before. So we wonder if the new anti-glare really makes a difference outside the laboratory. The new A19 Pro is responsible for making everything work very smoothly. Ana acknowledges that the jump in power is not as noticeable as one would expect: “In practice I cannot tell you that this increase in performance is noticeable.“What does change is the heat management. Thanks to the aluminum body and the vapor chamber, the heat is distributed evenly and localized overheating disappears. The result is a more stable phone, which withstands intense sessions without losing fluidity or reducing brightness. The iPhone 17 Pro Max cameras maintain the level, but the new 4x telephoto lens steals all the attention. Its more practical distance is valued, although it is admitted that the behavior is not always predictable: “it is that at no time do you know with what lens the photograph is being taken.” On the positive side, the 18 MP selfie allows for effortless reframing and the stabilizer “was good before, but now it’s a blast.” Is this really the step forward we were hoping for in mobile photography? After a month of testing, Ana sums it up with a phrase that makes the dilemma clear: “We have the best iPhone Pro that has ever existed, pero doesn’t reinvent the wheel“The interesting thing is in everything behind that conclusion: the nuances, the surprises and the comparisons that can only be understood by seeing it in action. All that, and the final verdict, They are in the video on Xataka’s YouTube channel. Images | Xataka In Xataka | Huawei Pura 80 Ultra, analysis: the dethroned king returns to recover his crown with a telephoto lens

The Hypershell X Pro is presented as the most advanced exoskeleton. We have tried it for a week and there is an obvious dilemma

by

He Hypershell X Pro It is one of the most curious products of the moment. The question is simple and at the same time uncomfortable: are we facing an exoskeleton that really helps you walk more and train more, or are we facing a shortcut that stops making sense if you are already in shape? In a new 24/7 of the Xataka YouTube channel We’ve taken it to a week of continuous use to understand the extent to which that extra push really changes the experience. For a full week, Dani Mangas, who already played with Amazon’s best-selling TVlived with the Hypershell X Pro inside and outside the home. She tested its different support and resistance modes, configured the app with her physical data, and adjusted the support to find the sweet spot. “I literally felt like I was in a science fiction movie.” From that first sensation began a video analysis that combines ergonomics, autonomy and real performance. Hypershell X Pro: wearable technology to move with less effort (or train harder) The assembly is surprising because of how simple it is. The Hypershell The app guides the initial process by asking for height and weight to adjust the anchor point at the hips. “Although it seems crude at first“, explains our colleague, it attaches easily to the body and transmits a firm sensation from the first moment. The start is almost immediate: just turn it on to notice how it starts to push. Dani first tried Eco mode, a gentle help that he describes as “as if someone grabbed you by the waist and pushed you forward a little.” From the app itself or with the buttons on the device you can change mode and intensity without depending on the mobile phone. The funny thing is that it doesn’t feel invasive: it helps, but it makes it clear that the one walking is still you. Away from home is where the Hypershell X Pro shows its character. On the flat the ride becomes more fluid and lighter, but it is when climbing where the difference becomes evident. With Hyper mode activated, the leg “literally raises itself”says Dani. On each slope the push reduces the load on the legs and the feeling of fatigue. The system reacts well, although when stopping there is a slight delay before moving again. Is it more noticeable on long slopes or during frequent starts and stops? Stairs are another area where the Hypershell X Pro comes into its own. In the uphill sections, the assistance raises the leg almost effortlessly, “as if someone was helping you from behind,” says Dani. On the other hand, when going down, a light brake still in beta phase acts, useful but far from being its strong point. Fitness mode goes full circle: adding resistance to every stride, just like walking with weight. Is it worth training with resistance versus “assisted” walking? “The value of the Hypershell X Pro is inversely proportional to your physical fitness,” Dani says in the video. The truth is that, after a week of use, There are moments when it surprises more than expected. and others in which it leaves doubts about who it is really aimed at. The interesting thing is to see how it behaves in each scenario and how far that promise of assistance or resistance goes. All that, and the final verdict, It’s on Xataka’s YouTube channel. Images | Xataka In Xataka | With the Vaporfly Nike already made us run “faster”: with Amplify it literally wants to give us a motor

Science has reviewed everything we know about sleeping well. The most important thing is the most obvious: light

by

In a saturated world of ‘life and gadgets that promise a perfect break, since face mask until Mantas with weightscience reminds us that the key to have a good sleep quality It is not in the product that appears in Tiktok, but in have a good sleep hygiene. And this happens to synchronize with our internal biological clock, what we know as the circadian rhythms. A concept on which it continues to be investigated and that allows us to know how our body is scheduled to sleep. The issue in this case is that modern life, with its artificial light and its chaotic schedules, It is the main enemy of these rhythms. And therefore of ourselves. A business. The market that exists around products that promise to help us have a better rest, the truth is that it generates billions of dollars a year. A figure that is logical, since nobody wants to spend the night and be the next day asking for coffee for the corners. And to avoid this we many times turn to whatever we see that they tell us that it works. However, many of these remedies are not only ineffective, but can be counterproductive. Andrew Mchill, a scientist specialized in circadian rhythms of the Oregon Health & Science University, warns That failed attempts can discourage people to seek professional help, worsening the situation. The solution. If we stick to science, the solution is completely free. The key is in Understand and respect our internal biological watches. A system of ‘watches’ that is present in each cell of the organism and that needs to be synchronized with the ‘central clock’ of the organism that is in the hypothalamus and specifically in the supraquiasmatic nucleus. To do this, this nucleus receives light signals that come through the eyes by the optical nerve that allows you to synchronize vital body functions such as the sleep-vigilia cycle and the production of hormones such as melatonin, which, which it is increasingly important Beyond allowing us to reconcile the dream such as repairing the data in our body. With a small nuance of basic physiology, Melatonin production It is suppressed or inhibited due to light collection. At the time the environment darkens, the pineal gland begins to release melatonin. And his mismatch has consequences that go beyond morning fatigue by affecting cognition, mood and reaction time. The contrasts. One of the keys is in the light as we have said, especially in the blue wavelength. This makes the daytime light rich in these blue tones, Synchronize our circadian rhythms throughout the day. But when the night comes and we are on the couch watching the last Instagram or Tiktok reos this blue light of the screens makes our body end up dislocating. Literally, with this constant exposure to the blue light we are indicating the body that is still daytime and that has to be underway and not decay. Something that ultimately triggers the hated insomnia. A study of Global Health Institute of Barcelona (ISGlobal) He warns that overexposure to the “blue light” of electronic devices alters our sleep-vigilia cycle when interfering with melatonin production. The solution, according to experts, is to seek contrast: expose ourselves to natural light during the day and reduce exposure to artificial light at night. A simple outdoor walk or work near a window can make a big difference. At night, it is advisable to lower the intensity of the lights, turn off the screens or use applications that adjust the color temperature to warmer tones. Or even bet on red lights that does not interfere with melatonin production. Meals. Our digestive system also has its own schedule, causing hormones that cause or inhibit hunger, digestive or even Insulin itself also works by rhythms. This makes eating on the undo, especially late at night, alters these watches and can cause digestive problems, an increase in body temperature and an increase in glucose levels, which makes sleep difficult. And it makes enough sense. When the end of the day is approaching and the sun begins to wear, the body begins to prepare to sleep, reducing insulin, which is a fundamental hormone to control blood glucose levels. In the event that we give us a binge during the night, we are causing these insulin levels to have to rise compulsively when the body is going down. Something that completely dislocates to the body. The recommendation is to follow what you have surely heard: “Breakfast like a king, eats like a prince and dinner like a beggar.” The last meal of the day should be at least three hours before bedtime. The consistency. Sleep The right time is as important as the amount of hours we sleep. Our body has an optimal sleep window, which varies according to our chronotype (if we are “evening” or “morning”). However, work and study schedules often force us to ignore our biological clock. The Spanish Sleep Society (SES) He insists on the importance of maintaining regular sleep schedules, even on weekends, to keep our circadian rhythm synchronized. The generalized use of alarmrs is proof that most of us live in conflict with our constant biology. Seek help. Something very important in these cases is to seek help from professionals in the event that the biological clock is completely uncontrolled. In many situations, exogenous melatonin can be administered at high doses accompanied by a plan to improve sleep hygiene. But beyond this, Mayic Mayic It offers different tips that can be obvious how to create an adequate rest environment, exercise regularly, control food and especially establish the most appropriate relaxation routine. Although clearly getting away from the screens and maintaining an adequate schedule is the most recommended so that we can finally sleep peacefully. Images | Shane In Xataka | Something is stealing our dream and they are not just the screens. A neurologist helps us understand what is really happening

It seems obvious, but at this time it had never been such a round business: who has gold, has a treasure

by

In the month of August we met A story which reflected as few the state of one of the most precious materials on the planet. It turns out that in Stilfontein, an ancient mining town in South Africa, neighbors no longer fear the void of abandoned tunnels, but to strangers who arrive in cars loaded with rifles. Yes, these armed bands arrive to take an increasingly valuable booty. A few weeks later, buying gold is again the Century business. Historical boom of the shelter. Yes, gold is going through its largest annual escalation since 1979, with a 39% jump that has taken it to historical maximums above the $ 3,649and it does not for a classical financial collapse, but by the search for coverage before a political and macroeconomic environment perceived as unstable. He told the WSJ that the best stamp Encana Kenneth Pack, a snowfall retiree who first entered April to shield in the face of the disorder associated with the new Trump administration and that, even after the stock market bourse after the confusion of the “day of liberation”, has decided Keep 17% of its portfolio in metals and linked values. In Xataka Russia and the most fearsome weapon for Ukraine: it is called orbit and does not shoot, but turns its soldiers into “invisible” A return in style. The phenomenon transcends the retail investor and is perceived from The Costco halls to shaped vaults in London, where the metal is stored and negotiated without abandoning the building, and where the dominant expectation is that the price will continue to rise. The starting point, in reality, was created almost three years ago with sustained purchases of central banks and Chinese demand, but the 2025 engine It is also western: a selective risk aversion that coexists with a Stock market (extra) euphoric for the AI, and used by gold As sure in front of a weakened dollar and economic policy decisions difficult to anticipate. Commercial policy and the dollar. Plus: the attempt to reorder global trade to tariffs Changes in a matter of hours has contaminated inflation and growth forecasts, while a federal reserve pressure campaign Question independence of a key institutional pillar. In parallel, the dollar has had its worse first semester in more than half a century according to some metrics, deterioration that Improves attractiveness of assets not called in the American currency. The lack of tangible advances to close conflicts that periodically shake the markets, such as Ukraine, adds a geopolitical layer that reinforces the perception of fragility of the economic order, and that in the mind Energy shocks And the erosion of purchasing power made gold an escape Faced with uncertainty. Investment channels. This ascent is not just a sociological story: you can actually follow the money trail. The American ETF backed by physical gold have seen their heritage grow a 43% since Januarywith monthly tickets among the largest of the last decade, while the Hedge Funds have concentrated almost half of their net exhibition to raw materials in metalamplifying short -term movements. He August message In Washington of Jerome Powell, when insinuating the start of type cuts, he acted as a double catalyst: in short, he is less expensive to maintain an asset without coupon against public debt. Halfway, yes Types are trimmed With full employment and inflation still above the objective, the risk is to sow more persistent price pressures that support the upward thesis. The sensitivity of gold to the opportunity cost It is immediatebut its vigor depends on the background narrative: if the cut of types lived with a weak dollar and tozudas inflation expectations, the marginal flow would continue to favor metal. Refuge Psychology. It is inherent to the human being. In this climate, the psychology of the shelter spreads beyond professionals. As summarized the journalin London, those private vaults report a constant drip of assets that prefer the Tangible Safety of the Lagoteto the point of planning the duplication of their box capacity, while the number of people who sell jewels upload for casting because “the value is in the material”, displacing crafts due to the weight of the metal. The narrative is also filtered by political and commercial channels, with public figures promoting conversion Gold retirement accounts, a symptom that has ceased to be an instrument of niche to consolidate as a transverse symbol of heritage protection. The significant detail is that this boom lives with maximum stock market: There is no general escape from risk, but explicit coverage against adverse scenarios that the market does not end up ruling out. {“Videid”: “X89W5U6”, “Autoplay”: False, “Title”: “The most valuable mineral and thanks to which we have mobile phones we explain everything about the coltan”, “Tag”: “Webedia-prod”, “Duration”: “298”} Risks and counterweights. This week many US media They explained That the danger that golden fever feeds is a damn word of the seventies: stagflationthat is, the mixture of high inflation and weak growth that erodes benefits and makes financing more expensive. Several analysts They warn that its probability has increased and, if materialized, would offer an optimal macro -entry for gold. The counterweight: a restoration of confidence in the growth of the United States and in the role of the dollar as a reserve could puncture The impulse, but with live commercial tensions and a foreign policy perceived as more retracted, that hypothesis points fragile. Gold no Upload in a straight line and is sensitive to changes in real types and in risk appetite, but the Current forces balance (Structural purchases of central banks, financial flows towards ETF, geopolitical coverage and doubts about price discipline) explains why this 2025 remembers, in intensity, to the Last big shake of metal In Xataka Russia has launched its Zircon hypersonic missile at NATO doors. And he has accompanied him with a video so that there is no doubt SYo and not. If you want also, the gold boom works as a kind of silent referendum about three vectors: The credibility of … Read more

When you are openai and you can’t buy enough GPU, the solution is obvious: manufacture yours

by

Openai will create its own artificial intelligence chips. It is a crucial decision for the future of your business, but the ally you have chosen to do it: Broadcom. When the river sounds. The runrún has been listening Since the beginning of 2024. Nvidia, owner and lady of the segment of the AI ​​accelerators, was an ally too powerful for OpenAi. The solution was clear: develop its own chips with which to minimize that dependence. Broadcom takes chest. Hock Tan, Broadcom CEO, yesterday told investors that the company had closed an agreement with a mysterious client that would invest 10,000 million dollars in AI chips. Although Broadcom did not reveal the client’s name, sources close to those agreements indicated In Financial Times that this client is none other than OpenAi. Neither Broadcom nor this last company have confirmed the data. Xpus to power. Those chips, to those who referred as Xpus, are a kind of specialized and personalized variant of the NVIDIA or AMD accelerators. We have the perfect example in the TPUS (Tensioner Processor Units) that Google presented almost a decade ago And that has been improving generation after generation (we are already going for the seventh generation, called Ironwood). Broadcom, by the way, has collaborated in the development of these Google chips, so it has overdue experience in that area. Own chips for internal use. According to sources close to this collaboration, Openai aims to use these internal AI chips, and there are no plans to offer them to external clients. That reinforces the theory that Openai wants to create data centers with these own chips to avoid (or at least mitigate) the dependence of Nvidia. Nvidia will have (a lot) competition. Nvidia dominates Iron fist This segment, but has long for the rivals – both in the West as in the East – work to make their monopoly in this sector disappear. Microsoft He has MaiaAmazon His trainiumGoogle its aforementioned TPU and AMD of course Your instinct. To goal It is about it. But Cuda remains the “Moat” of Nvidia. Of course the true key to Nvidia overwhelming success is not so much in its chips and in the fact that its architecture CUDA is de facto standard In this market and all AI systems developers usually base their projects on that platform. It is the “Moat” of Nvidia, that “pit” that allows you to protect its “castle” from the rivals and continue dominating the market. And here there are also attempts to avoid the dependence of the company, and among them Those from China stand out. And TSMC, what? The funny thing is that for months it seemed that The ally that Openai had sought To carry out this project was the most important semiconductor manufacturer in the world, TSMC. Earl this year that collaboration It seemed to go on the right track and several sources pointed out that we would have the first OpenAI GPUS for 2026. It may simply have chosen to have a plan B (TSMC) to avoid its dependence on NVIDIA, but also prepare a C (Broadcom) plan. Image | Qualcomm In Xataka | China’s self -sufficiency test in chips for AI is already here: it has not bought Nvidia or a single H20 GPU in the last quarter

Log In

Forgot password?

Forgot password?

Enter your account data and we will send you a link to reset your password.

Your password reset link appears to be invalid or expired.

Log in

Privacy Policy

Add to Collection

No Collections

Here you'll find all collections you've created before.