The Big Tech have played their whole future to AI. Tariffs are going to test that bet

The world economy makes waters. The geopolitical and economic hurricane called tariffs It is affecting especially to large technology companiesthat fall remarkably in the stock market. There are many problems derived from that value of value of the Big Tech, but among them there is a remarkable one: the future of AI. Apple in low hours. The tariffs have just entered into force, but it is also that the US has officialized the 104% tariff to China. The global commercial war intensifies, and has already left a great loser: Apple has ceased to be the most valuable company in the world. This is the current situation of companies with the greatest market capitalization on the planet. Source: CompaniesMarketcap The great AI actors, in danger. But curiously Apple has not invested much less in AI and its rivals. Microsoft, Nvidia, Amazon, Google and Meta have suffered significant losses in recent weeks. Tariffs have been the decisive factor so that in 2025 they accumulate a negative balance that goes from 14.6% of the 33% of Apple according to data according to data from CompaniesMarketcap. This is not about the debated “AI bubble”. It is true that all AI companies have wanted to sell us the message that this technology was going to change everything. At the moment that has not happened and some talked about a potential “AI bubble“, But what is happening with tariffs is something very different, and does not help at all the future of this discipline. This table, created on February 10 for Xataka, indicated the market capitalization percentage that Big Tech would dedicate to capital expenses (CAPEX). The photo has changed in terms of the percentages, and we will see if it also does it as to those amounts. Capex in danger. Two months ago we talked about how Apple was the company that Less capital expenses (CAPEX) would have in 2025. In front of it, colossal investments and a common discourse: almost all those thousands would be focused on creating data centers for AI. Now those investments are in danger, because all these Big Tech can end up disincurning to mitigate the effects of tariffs on their account books. The AI ​​was already expensive, and now it will be more expensive. Being able to take advantage of the functions of AI means using the enormous resources of the data centers of those Big Tech. If the tariffs cause the dreaded and expected price increases in these infrastructure, that will make it cause Use ia more expensive For users and companies, which can lead to a drop in its use and a slowdown of its development. If everything is more expensive and the expense is trimmed, so does innovation and work in new AI models. Fear of investing. Investment companies, such as risk capital, can also be very affected by this panorama and start Measure very much Your future investment in AI startups. That is another danger to the evolution of a market that until now had taken advantage of Optimism and unbridled expectations about AI. And without so much investment once again the appearance of new startups and the rhythm of innovation can be clearly braking. Risk of recession. The consultant JP Morgan I already esteem that the risk of the US to enter recession in 2025 is 60%. In these periods, companies prioritize financial stability over innovation, which can decelerate the pace of technological innovation. A study A year ago of Deutsche Bundesbank and the Bank of Finland showed how a 1% drop in GDP can reduce investment in innovation to 0.3%. Precisely JP Morgan revealed that US GDP could fall 1% in the third quarter of 2025 for this circumstance. Image | Jamie Street In Xataka | The Copilot+ PC promised a revolution. I have tried one and for now there are more promises than realities

everything that is played by Nintendo with the Switch 2

There are only a few hours left for the official announcement of all the characteristics of the New Switch 2or at least enough to get the idea of ​​what exactly expect from this hybrid console, improved version of the one that has been taking sales lists from all over the world for eight years. We have asked ourselves unansweredalthough one of them is impossible for us to see it answered: what happens if Switch 2 does not work as a Nintendo waiting? Do you have any emergency plan? Insured success … right? How wasn’t a switch 2 to work? More than 150 million units sold, more than 100,000 million dollars entered by Nintendo guarantee safe success. But Nintendo has some bad experiences with the second parts of his hardware. Of course, this happened with that disaster without palliative that was Wii U, which only sold 14 million consoles compared to 101 of its predecessor. Less loud were the figures of the 3DS, with 76 million, but that pale in front of its precedent: the DS sold approximately double, more than 150 million. And an extra dictation. While Wii U sank, there was a 3Ds that kept the guy. And while Gamecube (the second greatest failure in the history of Nintendo) made Nintendo think that perhaps compete with Sony and Microsoft was not quite a good idea, Game Boy Color continued with relative dignity the success of the most important laptop of all time. Nintendo has always had a plan B or a laptop that served as a mattress of possible collapses. But the hybrid condition of the Switch It makes it the portable option and, at the same time, of Nintendo desktop. And there is no more. Video games, the only sector. Let us also keep in mind that Nintendo is a company delivered exclusively to video games, which undoubtedly gives huge joys to the players (their video game catalog is, well, a catalog of video games; not everyone can boast that), but puts the company on the tightrope. It is obvious that if Microsoft can afford deficit experimentsfirefighter ideas and Buy Lost Business Companies It is because Microsoft is not just Xbox. That doesn’t happen to Nintendo. Reasons to be conservative. Before we know anything about Switch 2, a criticism surveys the launch of this new console: the total immobility about its precedent. Very little power improvement, so it is rumored; some improvement in the control support system; Some sensors that allow joycons to use as mice and whose utility will be allegedly very limited; And now. But it makes sense: Nintendo cannot afford an error because, since the launch of Switch, almost all of the company’s revenue come from the sales of the console, and a failure would disrupt the complete economy of Nintendo. But … Is it counterproductive to go from conservative? When you don’t innovate enough. Nintendo has the tendency to grab a success and not release it until he squeezes it. For example, with the topic prices: good luck if you want to buy a ‘Mario Kart’ when Nintendo decides to apply a discount. That can ever happen, or at least years after the launch, when the next installment arrives (sometimes not yet). They are the type of maneuvers that, of course, give abundant benefits when they work, but that magnify Nintendo’s image of being a rigid company and with little waist to react to financial setbacks. It is what has a single letter play … and that single letter is now switch 2. Header | Nintendo In Xataka | The great enemy of the Nintendo Switch 2 are not the Sony or Microsoft consoles. It is the PC

The projects that played to be God during the twentieth century

On August 6, 1945, Two atomic bombs They razed the cities of Nagasaki and Hiroshima and, practically, put the end to World War II. It was a tragedy And, at the same time, a demonstration of strength. Demonstration of who would carry the baton in the new world order that had been created but, also, a demonstration of what was capable of doing nuclear energy. Aware of the military advantage that the atomic bomb, the armies of the most leading powers, They launched their developmentwith United States and the USSR at the head. The general atmosphere worldwide was fear and respect for technology that could cause a disaster never known until then. But, of course, it also served to give wings to the techno-optimists. Tecno-optimism is a current of thought that, In generaldefends that technological development and continuous improvement of current products will improve our life in the future, make it easier and increase our happiness. As I say, we talk about the master lines because This current of thought has different visions And, of course, detractors indicating that any development of a product or new invention can be used for malicious purposes. Noah Smith, journalist and extrabajador of Bloomberg, He puts as an example The use of drones as a gun to illustrate this last point of view. That techno-optimism lived a huge boom in the 50s and 60s. The cold war led humanity to an accelerated development that led people to spacethe First commercial opportunity of computersof Internet Oa to think of cars moved by nuclear energy. Why not? Nuclear energy for infinity car If any technology gained adherents among the techno-optimists of the 50s, nuclear energy was. In a document rescued by the International Atomic Energy Agency (OIEA) entitled 10 years of energy of nuclear origin It stands out that: “There was a period in which the fears that raised such a shortage became so deep that this was given to the commercial nucleotic energy its first great impulse. It was inevitable that the minds would turn to the new source of energy that had taken advantage of for war, as a means to compensate for the insufficiency of energy resources. When for the first time the nucleum energy became Easy about that means of obtaining cheap energy and in practically unlimited quantities, and among the fears that were sheltered on a shortage of energy of traditional origin and the hopes encrypted in an abundance of energy of nuclear origin, the latter prevailed, with an excess of optimism, until the end of 1957 “ As we said, despite the World War II Experiencenuclear energy won adepts rapidly and organizations such as the OIEA that defended its use for civil purposes, as a means of production of an electrical energy that was increasingly demanded. That idea that the nuclear led us to a “cheap energy and in practically unlimited amounts” promoted what we know as Atomic Ageor the era of atomic energy, born in the 40s. “The fact that we can release atomic energy inaugurates a new era in the understanding of the forces of nature by man. In the future, atomic energy can complement what comes from coal, oil and water, but that at the moment it cannot occur so that it can compete commercially with those sources. Before that happens, a long period of intense research must occur. It has never been the custom of the scientists of this country To the world scientific knowledge. The above words are from Harry S. TrumanPresident of the United States that gave the order to use the atomic bomb. The investigations showed that atomic energy could be used as a source of energy and, above all, as coal alternative and fossil fuelswhich were already seen as a finite source of energy and whose impact on people’s health was found first hand in the London of the 50s. At the point that nuclear energy could be a huge source of energy began to think applications for day to day. How to miniaturize technology to have, for example, appliances that will work with a nuclear battery that would last the entire product life cycle. Ford Nucleon model And, of course, the idea of ​​the car moved by nuclear energy came. The best known proposal is that of the Ford Nucleona prototype thought in 1958 that, of course, did not go from the model. The system was as simple as it was crazy: setting up a small nuclear reactor in the car. As? The rear, extraordinarily elongated would allow to shelter a small nuclear reactor. Inside, A uranium capsule It would work as a radioactive nucleus. As in any thermonuclear reactor, the uranium fission would cause a large amount of water vapor that would serve to move two turbines. One of them would start the wheels and the second would make all the electrical systems of the vehicle operate. Ford Seattle-ite XXI For some reason we do not know, Ford seemed that his plans could have some future and in 1962 they returned to the load. Then they presented the Ford Seattle-ite XXIa car that increased further the concept of nuclear car, to the point of having six wheels and body and interchangeable engines to pass from 60 hp to 400 hp. One option for day to day and another for long trips. The crazy concept was presented at the Century 21 exhibitionin Seattle, as an improved evolution of Nucleon. For example, it had been devised with six wheels because a double axis would serve to endure the weight of the small nuclear reactor in the rear. They even saved their backs pointing out that if one of the four wheels of the double axis were punctured the car would be able to continue with the rest. Guaranteed security and dynamism. Interestingly, the concept of this new car did have other inventions that we see in our current vehicles, such as a continuous tracking of the vehicle through GPS. Studebaker Packard … Read more

Classic between Real Madrid and Barcelona in May could be played outside Spain

The Spanish LaLiga Classic between FC Barcelona and Real Madrid, corresponding to the next May 10/11, could be played outside Spain Given the problems of the Catalans with the construction of their stadium and not having the municipal permission to continue playing at the Lluís Companys Stadium on that date. According to information from Javier Tebas, president of LaLiga Español, the status in which the advances of the Spotify Camp Nou and Although the other option is the Lluís Company, said permit for use is in force until April 30 and have not yet received the respective renewal. “They have not communicated anything to us (that the classic cannot be played at Barcelona’s house). I know what I have been able to read. There was talk outside Spain, but we don’t know anything. In fact, if there is a problem of force majeure due to the works, as there have been on other occasions, it has played outside its stadium, ”explained Thebes on Monday. “They would have to have the authorization of Real Madrid, and it would be studied“He added about the possibility of playing abroad. Thebes also referred to the controversy over the schedules of LaLiga, with complaints from some clubs. “Every year there are complaints about the schedules, it is very difficult to square the schedules when there are European competitions and Copa del Rey. One feels a lot, but sometimes they touch these circumstances, ”he said. Finally, the head of the Spanish competition also spoke about the complaints regarding the actions of the referees. “It is an issue that, unfortunately, we have seen a couple of years. It is not a new topic. I do not like such criticism, such as those that are being carried out by Realmadrid TV or those of Joan Laporta. On February 6 we have a meeting with all the clubs and the Technical Committee of Referees and see if we advance or see some type of solution. A year ago LaLiga clubs said the arbitration system had to be changed, ”he said. Even though In the past there have been a history of editions of the classic outside of Spain, so far there are no indications of a country that can receive the clash. However, due to alliances for several years of the Royal Spanish Football Federation with Saudi authorities, it is likely that like the Spanish Super Cup the classic can be carried out in the Asian continent. Continue reading: (tagstotranslate) the cl \ u00e1sico

Novak Djokovic reveals that he could have played his last Australian Open

This Friday Novak Djokovic He had to withdraw from the Australia Open in the semi-finals due to an injury he suffered in the middle of the set against the German Alexander Zverev. The Serbian tennis player, who is the greatest Grand Slam winnerplayed the entire first set physically limited and preferred to withdraw from the match after losing 7-6. Later at a press conference he clarified what forced him to retire and recognized that this could be the beginning of the end in his brilliant career. “I started to feel severe pain, it was too much and it was getting worse and worse. “If I won the set, I’m not sure I would have been able to finish the match because of the intensity with which Zverev was coming.”Djokovic began explaining to the press. Novak Djokovic before the press after withdrawing from the Australian Open.Credit: EFE Djokovic has won the Australian Open 10 times in his entire career. Being the Grand Slam that he is best at, since it is the one that he has won the most of the 24 that he has in his showcase. However, The Serbian tennis player himself made it clear that this participation in the Australia Open could be the last of his career. Well, at 37 years old and with some injuries that he has had for years, Novak believes that if he is not at the necessary level he will not compete again in this Australian Grand Slam. “It probably could have been my last Australian Open. We have to see how the season goes. But if I’m motivated I don’t see a problem in playing again. I love this sport. I love him. It allowed me to be here. I am grateful for many things,” explained the experienced tennis player. “There is a possibility. Who knows? I’ll have to see how the season goes… If I’m fit, healthy, motivated, I don’t see a reason why I wouldn’t come.”Djokovic closed regarding the possibility of returning to Australia next year. Keep reading:Madison Keys will seek her first Grand Slam title at Australian OpenNovak Djokovic highlights Andy Murray’s work as a coachAlcaraz mocks Djokovic’s injury after Australian Open loss

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