problem

“The problem is not the price, it is that Chinese cars are really better”

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The founder of Rivian, RJ Scaringe, has launched a warning that can be uncomfortable for the western car industry, especially for how the panorama is in terms of The conquest of Chinese manufacturers. And it is that for the CEO of Rivian, Chinese manufacturers not only compete in price, but have developed superior technology. In his recent statements, the US executive makes it clear that obsessing with the cost of Chinese electric vehicles is a strategic error that can cost expensive long -term. Chinese technological advantage. During An interview In the podcast plugged-in, Scaringe went straight to the grain: “The alarming, if you look at the entire industry, is that technology is much better.” The CEO does not only refer to lower prices, but to cars that technically exceed the majority of western manufacturers. “They are technically very advanced and more advanced vehicles than most western manufacturers, I would say that Tesla and Rivian are exceptions,” declared Later in the Everything Electric podcast. More than Smartphones on wheels. While Western brands have been promising to convert their cars into “smartphones on wheels”, China takes time that has achieved it. And today, Chinese vehicles incorporate powerful infotainment systems with voice assistants and even karaoke, with architectures similar to those we commonly see in the consumer electronics sector and frequent software updates. An outstanding example is the Xiaomi Su7that Scaringe described as “an impressively well done vehicle”, especially notable for being the first car of the Chinese technological giant, who have also contributed their great software experience. The cost is not the background issue. “There are two things that will happen: or we will put tariffs that match the cost, or we will allow Chinese manufacturers to build in the United States. But in both cases, the cost will be essentially the same,” explained Scaringe “There is nothing magical when disarming it that allows these really impressive cost structures. There is nothing secret and magical,” said the manager. Chinese advantage comes from government subsidieslower labor costs and a lower capital cost. The reality of supply chains. The Rivian CEO also addresses a crucial point that tariffs cannot resolve: the dependence on critical materials. “We don’t have the same geological advantages we had in the fossil fuel area,” pointed outexplaining that your company needs nickel for batteries, but the greatest world production is in Indonesia, not in the United States. The real challenge is about to arrive. Scaringe admits that when commercial barriers are reduced or Chinese manufacturers establish plants in the West, competition will be decided by technology, not for the price. “They will win in technology,” he warns. “If I were a current manufacturer, I would worry less about the cost and focus more on cars are really better,” says the manager. The founder of Rivian has not been the only one to recognize this point, since Ford He also recognized That China has “much higher vehicle technology” and is developing new platforms specifically to compete. In Europe, a multitude of Chinese brands begin to establish themselves, with Byd as main flag bearer. Tariffs are the weapon of the European Union to stop that mismatch in competition, but it will be difficult. Cover image | Patrick T. Fallon and Rivian In Xataka | Toyota has been using a megaprensa for 90 years to make cars. They have transported half planet to continue using it

Someone forgot a bag of cheetos in the largest cave chamber in the US. The problem is chaos to the ecosystem that comes after

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That humans can generate The biggest chaos in ecosystems that surround us I think it is out of any doubt. However, already a difference from other animals, no matter how large the error is, We are able to repeat it In a short time. Therefore, what happened in one of the most fascinating areas in the United States is a good example. Even if it is A simple check of Cheetos. The importance of Carlsbad’s caverns. Located in the state of New Mexico, it is about A set of more than 119 underground cavesof great geological and ecological importance. Formed by the acid water action that dissolved the limestone over millions of years, these caverns stand out for their vast network of passages and cameras, including the famous “great room”, one of the largest underground cameras in the world. These unique geological formations include impressive stalactites, stalagmites and columns, hence it is of great scientific interest to study the processes of training of caves and the geological history of the southwest of the United States. However, this enclave named World Heritage by UNESCO has also become a must of mass tourism. A bag. As The National Parks Service explained in an article (NPS), what happened should make all future tourists think after a distracted visitor left a bag of Cheetos in the depths of the Carlsbad caverns. Apparently, the snack dropped into the historic great room, the largest cave chamber by volume in North America, the same one that can only be accessed by walking around an hour underground. A pump to the ecosystem. Once there, the bag can rot in the wells of the wet cave. In other words, those small “cheese” snacks stranded in the cave can make a small expansive wave through the local ecosystem. “The processed corn, softened by the moisture of the cave, formed the perfect environment to house microbial life and fungi. The crickets, mites, spiders and flies of the cave are soon organized in a temporary food network, dispersing the nutrients to the cave and the surrounding formations. The mold extends to the nearby surfaces, gives fruit, dies and smells bad. Count the NPS In a publication. A much bigger problem. In the same article it is denounced that “at the scale of the human perspective, a spilled snack bag may seem trivial, but for the life of the cave the world can change,” they emphasize. “Great or small, we all leave an impact wherever we go. Let’s all leave the world in a better place than we find,” adds the center. Apparently, the rangers had to perform an arduous follow -up task to carefully eliminate any rest of the garbage and mold from the surface of the cave, hoping to avoid any lasting impact on the cave. Garbage and natural environments. One of the great scourges of The National Parks of the United States It has to do with what visitors “bring” and leave when they leave. That garbage throws chilling numbers: more than 300 million people visit the national parks every year, generating almost 70 million tons of garbage. And of all enclaves, the caves take the worst part. The reason? They are more vulnerable because they are isolated from the outside world and house a rich variety of highly adapted, endemic and sensitive organisms. If a new seasoning is added to the equation, call cheetos or similar ones, the result can radically alter the balance of biodiversity. The example of the Lascaux cave. Possibly, it is the most famous case and the clearest example of how we are capable of alter an environment of this type. Discovered in France in 1940, they immediately became famous for their cave paintings dating from 17,000 years ago, one of the best samples of prehistoric art. However, after opening to the public in 1948, mass visits began to negatively affect the delicate microclimate of the cave. Apparently carbon dioxide exhaled by visitors, along with moisture and changes in temperature, began to cause visible damage to paintings, such as the appearance of fungi and algae on the walls. These changes put at risk the conservation of paintings, some of the most important in humanity. Closed forever. Faced with this deterioration, in 1963 the French authorities made the decision of Close the Lascaux cave to the public To protect the paintings. Since then, only a very limited number of scientists and conservation experts have had access to it. In fact, to allow the public to continue appreciating the art of Lascaux, a replica known as Lascaux II was created, which reproduces the main cameras and paintings of the original cave. This measure, protecting the historical value of the caves with steel doors and security cameras, has allowed to preserve the artistic heritage of Lascaux while maintaining its educational and cultural value. Maybe we should do the same with all caves with historical value. Although before it should be reviewed that no one has left a snack. A version of this article is PUblicó in 2024 Image | Ken LundCarlsbad Caverns National Park In Xataka | We have been recycling the garbage we produce. Experts say it has not served at all In Xataka | In the US, a woman used an AirTag to check if recycling served something there. It turned out that it did not work

The problem is that almost everything is in the hands of Indonesia and China

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“Making An American Nickel Costs More than to Nickel,” the United States Mint recently admitted. Although the phrase looks like a tongue twenty, what is happening is that manufacturing a five cents – known in English like Nickel – is already more expensive than its own nominal value. And yet the international price of metal has collapsed, According to Financial Times. The nickel lives its most disconcerting moment. It is a key material to make batteries, stainless steel, turbines, missiles and satellites, so demand should have driven prices. However, the offer has expanded so fast that the quotes have sunk. In a report for the Financial Times They have pointed out That the price in the London metal bag (LME) is around $ 15,000 a ton, less than a third of what was reached in 2022. At the same time, production in referent countries, such as Australia or New Caledonia, was strongly reduced. BHP, the Australian giant, announced that it is reviewing the sale of its nickel assets in Western Australia. Even Tsingshan, one of the largest Chinese operators, suspended stainless steel lines to adjust the offer. A new emerging superpower. In this context, Indonesia emerges as a great winner. After prohibiting the export of mineral in 2020, he forced the installation of foundations and attracted billions of Chinese investment. Today controls about 60–65% of global production, According to Bloomberg. In the same medium They have pointed out That the jump is so great that, for the first time in history, Nickel export revenues exceeded those of coal: 16.5 billion dollars compared to 14,400 million in the first semester of 2025. The problems that lurk to the market. The Indonesian domain raises strategic vulnerability for the West, which considers the nickel a critical mineral. The Financial Times Talk about a “Nickel OPEC” Controlled by Yakarta and Beijing. At the same time, western mines become unfeasible: Australia and Nueva Caledonia already reduce operations and Anglo American seeks to sell assets in Brazil. The operation with MMG, backed by Chinese capital, is being investigated by the Brazilian competition authority after the Turkish Corex Holding complaint, How have they explained in another FT report. The result is an unbalanced map: Indonesia and China concentrate low cost capacity, while in the West the large mining companies are replicated or directly leave the business. There is an even greater cost. Indonesia’s competitive advantage rests on coal. Four large companies in the sector issued 15.3 million tons of greenhouse gases, and those emissions could double around 2028, according to IEEFA calculations and create collected by The Diplomat. This model collides with the arrival of regulations such as the EU carbon border adjustment mechanism, which will penalize materials with great carbon footprint. To this is added social risk: A report cited by The Guardian alert that a large part of the farms of transition minerals overlap with indigenous territories or fragile ecosystems, with accusations of deforestation, labor abuses and conflicts with local communities. And the technological risk is added. The rise of lithium-cherrophosphate (LFP) batteries, that do not require nickelcan cut the planned demand. Although they have less energy density, these batteries are cheaper and more sustainable, and are gaining space in electric vehicles. West, between the sword and the wall. The great Western miners face a dilemma. On the one hand, high costs and social pressures: the Resolution Copper project in Arizona, promoted by Rio Tinto and BHP, It has been delayed by the opposition for years of the Apache tribe of San Carlos. On the other hand, the strategic need to reinforce local supply chains. Washington has described nickel as critical metal, but its reserves are limited. Mining companies do not want to lose their best client: China. In 2024, 57% of Rio Tinto’s income came from sales to China, compared to only 16.7% in the United States, According to data cited in Xataka. The export controls of minerals imposed by Donald Trump’s government – and Beijing’s response with restrictions on Galio, Germanio, Scandio or Disposio – show how metal trade has become a geopolitical weapon. China: The pan by the handle. If Indonesia puts resources, China puts money and knowledge. The clearest example is Gem, a Chinese producer of battery materials that in the first half of 2025 doubled its nickel production in Indonesia up to 43,977 tons, reaching a record benefit of almost 800 million yuan, According to Bloomberg. In addition, Gem signed a 1,420 million dollar agreement with the Indonesian Sovereign Danantara fund to build a battery grade nickel plant. China also ensures its position outside Asia. In Africa, As we have explained in Xatakahas invested more than 10,000 million dollars in cobalt, copper and nickel mines, especially in the Democratic Republic of Congo and Zambia, and accompanies those investments with infrastructure, bilateral agreements and, even, the export of armament and private security to protect mining interests. In macro terms, China is becoming what some call the first “electrostate“. As my partner Matías has pointed outunder the plan Made in China 2025 It has managed to integrate the entire clean technologies supply chain: solar panels, batteries and electric cars. The country already generates more than a quarter of its electricity with renewables and de facto controls the global prices of electrification technologies. Forecasts: what comes on the horizon. Nickel’s future seems written at several speeds. Indonesia will continue to consolidate its role as an epicenter of the global offer. The prohibition of exporting mineral, added to the avalanche of Chinese capital, has turned the country into the great refining of the world and the Yakarta government wants to take another step: not to settle for producing nickel nicing or chemicals, but also becoming a manufacturer of batteries and electric vehicles, How Financial Times points out. In parallel, the demand for stainless steel will continue to absorb most of the nickel, but the battery market is emerging as the great engine of change in this decade. The problem is that this forecast … Read more

The US has found a new way to torpedo China. The problem is that it takes ahead to South Korea

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The truce is over. The US does not want integrated circuit manufacturing equipment that resort to US technologies and innovations They arrive in China. Not even chips factories that They do not belong to Chinese companies. In 2022 the US Department of Commerce granted a temporary exemption to several manufacturers of foreign semicondators who have plants in China so that they could equip their facilities with the machines they needed. But this permissive period has expired. From now on any chips manufacturer who has plants in China will have to request a license from the US Commerce Department to be able to install in its factories machines with US components or technologies. Intel has sold Your Dalian plant (China), so this measure no longer affects it. However, there are two South Korean companies of enormous relevance in the semiconductor industry whose business can be deeply conditioned by the restrictions imposed by the US: Samsung and SK Hynix. The Department of Commerce is not reassuring These two South Korean companies need to send new manufacturing machines of integrated circuits to their China plants to protect their competitiveness, and without the approval of the US administration they cannot do so. Lithography equipment that manufactures asml They incorporate American technologies (The ultraviolet light source of UVE and UVP machines is produced by the company of Californian origin Cymer, which is now integrated into ASML). And presumably the lithographic equipment of Tokyo Electron, Nikon and Canon also, which gives the US the power to control which countries can use this technology. The Commerce Department has noticed that it will not grant licenses that pursue expand the production capacity in China or update the existing technology The Department of Commerce has anticipated which will deliver the necessary licenses so that foreign chip manufacturers can continue to operate their China plants. The restrictions will begin in 120 days, so these companies They still have some margin to react. However, in its statement the Department of Commerce He has also warned that will not grant licenses that pursue expand production capacity in China or update existing technology. For Samsung and SK Hynix this limitation represents a serious problem. Samsung produces Nand Flash chips in Xian, and SK Hynix manufactures DRAM integrated circuits in Wuxi and Nand Flash in Dalian. Equipating these plants with avant -garde equipment can make a difference in your business. What the US Government pursues with this measure is to minimize the risk that the vanguard wafer lithography and wafering equipment that manufactures ASML, Apply Materials or Tokyo Electron Caigan in the hands of China. In addition, these restrictions make it difficult for the avant -garde chips to produce Samsung and SK Hynix They arrive at China’s distribution chain. A spokesman for the Ministry of Commerce of China has declared that “Beijing opposes this US measure and will take the necessary measures to safeguard the legitimate rights and interests of companies.” On the other hand, the South Korean government is negotiating with its American counterpart to protect the business of its companies in China. Image | ASML More information | Reuters | Nikkei Asia In Xataka | China is very clear about what you should do to win the Chips War to the US: resort to their technology geniuses

We needed more than ever a way of predicting better storms and hurricanes. AI has solved the problem

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Among the areas in which Google Deepmind works, Meteorological prediction It is one of the most precision is obtaining thanks to the refinement of artificial intelligence tools designed for it. And the company has just demonstrated that AI can overcome traditional methods in hurricane prediction. And is that your model Weather Lab managed to forecast more accurately The trajectory and intensity of Hurricane Erinwhich went from tropical storm to Category 5 in less than 24 hours A few days ago. The first real exam. Until now, the meteorological models were a promise. Hurricane Erin became the first real -time fire test for the Google system. During the first three critical prediction, the artificial intelligence model exceeded the official forecast so much of the National Center for American Hurricanes such as several traditional physical models, including the most reliable Europeans and American. How it works. Traditional models are based on complex physical equations that recreate current atmospheric conditions: humidity, pressure, temperature. Google’s approach It is radically different. Its AI has been trained with a massive data set that includes historical weather information of the entire land and a specialized database with details of almost 5,000 cyclones observed during the last 45 years. “They match these long historical data with details about how hurricanes behave and statistically combine them to see patterns that the human eye could not detect,” Explain James Franklin, former head of the Hurricane Specialists Unit of the National Hurricane Center. Why does it matter so much. The precise prediction of hurricanes is vital to know what type of measures are needed to protect themselves from them in case of emergencies. The three to five forecast days are crucial to make decisions about evacuations and preparation measures. In Google’s internal tests With storms of 2023 and 2024, its model managed to predict the final location of the cyclones with about 140 kilometers more precision than the European model (ECMWF), considered the most exact available. Exceptional performance. Franklin stands out The performance of the Google system: “It really surpassed the other guides in terms of intensity. It captured the general form of the change of the life cycle almost exactly. practically without error.” The model not only succeeded in the trajectory, but predicted with surprising precision how Erin’s intensity would evolve throughout his life cycle. Still in development. Despite success, the Google model is not ready for public use. Weather Lab includes a warning that recommends trusting the official forecasts of the National Hurricane Center. However, Franklin It is optimistic About the future: “For next year, you will receive a very serious look and will really play a role in the forecasts that leave the Hurricane Center.” Cover image | Brian McGowan In Xataka | It is no longer necessary to pay to transform our photos into what we want. The latest Google offers it for free for everyone

We have a big problem with plastic. This caterpillar can help us devouring a bag in 24 hours

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The global plastic crisis, a problem that It takes centuries to degradeI could find an unexpected ally in the world of insects. A team of scientists He has revealed how the caterpillars of the wax worm (Galleria Mellonella) are able to devour and metabolize polyethylene, The most common plastic in the worldat an amazing speed. However, they have a deadly cost for them. A decomposition that is not perfect. The investigation, presented at the Annual Conference of the Experimental Biology Societyreveals that these caterpillars, nicknamed “plastivorous”, not only chew the plastic, but that they decompose metabolically and make it an body fat in a matter of days. The most shocking data: some 2,000 caterpillars can end a standard polyethylene bag in just 24 hours. The problem of the plastic diet. Polyethylene is the plastic that we find in purchase bags, containers and endless daily use products. His chemical resistance makes it incredibly durable and, therefore, A persistent contaminant. The finding that a living being can decompose it naturally opens a Revolutionary door for waste management. However, the solution is not as simple as let out millions of caterpillars in landfills. Dr. Bryan Cassone, professor at the University of Brandon (Canada) and project leader, explains the great inconvenience: an exclusive plastic diet is deadly for worms. “They do not survive more than a few days with a plastic diet and lose a considerable mass,” says Cassone. It is as if a human swells with fat. The process is similar to that of a human consuming excess fat: The caterpillars turn the plastic into lipids that accumulate in their adipose tissue, but without the necessary nutrients to survive. It is not the first time that this possibility is explored. Given the seriousness of this problem, science does not cease in its attempt to find a solution to disintegrate the plastic we generate. Thus, in 2022 a group of Australian researchers They verified the ability of the ‘super worms’ to devour polystyrene thanks to an enzyme they had in their metabolism. But these same wax worms, object of this study, also They were already protagonists of an investigation where the capacity they had to decompose the plastic was proven. This study has taken a step further to perfectly understand its processing system and the repercussions it can have. Towards a sustainable solution: supplements and bioengineering. Although the fact that the accumulation of fat is an obstacle to research, scientists have turned this fascinating biological process into a viable solution already a large scale for pollution and for this they point to two main roads: create a mixed diet and replicate the process in the laboratory. Create a mixed diet. Scientists are experiencing with “co-supplement”, such as sugars and other stimulants, to mix with polyethylene. The goal is to formulate a feed that not only keeps the caterpillars alive, but to optimize their ability to degrade plastic, creating a circular economy system where waste becomes food. Replicate the process in the laboratory. The second way is even more ambitious. It consists of thoroughly studying biological mechanisms and intestinal microbiome of caterpillars to identify enzymes and bacteria responsible for the decomposition of plastic. If they get it, they could replicate this process of “biodegradation” in an artificial way and industrial scale, without the need to raise insects. And right now there are a lot of daily products that have been generated thanks to the use of bacteria, fungi or enzymes. In this way, the fact of extrapolating this process to the industry can be the most intelligent to control the management of plastics. From garbage to the plate. As if solving one of the biggest environmental problems were not enough, this research could have a positive and unexpected economic impact. The massive breeding of wax worms would generate a huge amount of insect biomass. According to Dr. Cassone, these worms could become a very nutritious food source for aquaculture. In this way, a waste as problematic as plastic could be revalued to enter a new value chain, contributing to the food industry. Images | Murat i̇di̇kut Tanvi Sharma In Xataka | Our problem with microplastics is so huge that they already appear even in human testicles

We thought that Sunday’s anxiety in the afternoon was a laziness problem. Actually, it’s about working balance

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Every weekend, millions of people experience a sensation that is increasing as Sunday is coming and the first day of the work week is approaching. According to A study Prepared by LinkedIn, this phenomenon, known as “Sunday anxiety“or” Sunday syndrome “, affects up to 80% of the workers surveyed, being more intense in the employees of generation Z with 94% incidence. In fact, this phenomenon is so studied that they have even managed to start time: the first symptoms tend to appear From 15:58 on Sunday, According to a survey which was carried out in 2020. The usual thing is to attribute this anguish Sunday to laziness or to the desire to stretch leisure time to the maximum at the expense of neglecting labor obligations. However, its origin is a bit deeper and is related to the abrupt step of leisure to duty. Factors behind Sunday anxiety According to published by The countryanticipated anxiety by the arrival of Monday is manifested with varied symptoms: from stomach discomfort and difficulty sleeping to melancholy and fear, depending on each person. According to psychologist Marisol Delgado, a specialist in psychotherapy by the European Federation of Psychologists Associations (EFPA), “Sunday afternoon is one of the few moments in which many professionals can stop reflecting on their life and wander after five or six frantic days.” Sunday’s anguish not only depends on personal emotions, but it is influenced by multiple factors structural and cultural. One of the most prominent is Labor exhaustionthe overload of tasks and the poor management of them throughout the week. In short, the job anxiety It does not have its origin in the laziness of returning to work instead of continuing to enjoy leisure time, but of the anxiety produced by the Labor overload and the lack of free time until next weekend. In other words, of a Bad balance between personal and work life. As Delgado explained, “people who suffer from this disorder are usually those who focus on the negative of things, those who do not know how to manage their free time, those with a clear avoidance strategy In complicated situations or those that have little tolerance to frustration and do not accept that things end, that the weekend ends. “ The feeling of guilt for not having fulfilled all the weekend plans, or for Not having enjoyed free time As expected, it helps to increase the feeling of discomfort and frustration before the work week starts again. The tendency to compare with others Through social networks It adds to anguish, especially when it is perceived that the weekend itself It has been less satisfactory than that of othersincreasing that feeling of discomfort. Strategies for a bad Sunday Although Sunday anxiety may seem difficult to handle, there are effective resources to reduce its impact both at the moment and in the long term. Among the most recommended is the create a relaxing routine For Sunday night and avoid leaving tedious or home tasks for that day. Try to advance them to Friday or Saturday morning to release your agenda for the rest of the weekend. Similarly, minimize Monday’s negative connotations planning an activity that is fun for Monday: a film session or is with a friend. In short, schedule an activity that makes you wishing that Monday arrives To do it. Another strategy consists of Organize and plan the weeksince having clarity about the objectives and tasks facilitates stress management and helps to reduce intrusive thoughts. When the discomfort persists, it is recommended Search for professional supportcommunicate the needs to the work environment to prevent Those first symptoms of lack of balance between working life and leisure time can derive in mental health problems. In Xataka | If you have wondered how much free time you need to be happy, science has an answer Image | Unspash (Hannah Popowski, Annie Spratt)

Nvidia has become the most important company in the world. His problem is that he has all the eggs in the same basket

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In Nvidia everything goes on wheels, but Not even enough for Wall Street. The latest quarterly results report has once again demonstrated Eun Eun Exceptional Power, but be careful. The most important company in the world –by stock marketat least – has an Achilles heel. A dangerous concentration of customers. He Official document With the financial results, it refers to a “risk of concentration” of the great clients of Nvidia. The situation is really worrying, because Six customers They accumulate 85% of all income from the company: 10,750 million dollars – Customer A (23% of total ingreoss) 7,480 million dollars – Customer B (16%) 6,540 million dollars – Customer C (14%) 5,140 million dollars – Customer D (11%) 5,140 million dollars – Customer E (11%) 4,670 million dollars – Customer F (10%) The problem goes more, no less. If we only look at the two most important customers, A is responsible for 23% of Nvidia and B revenues of 16%: 39% of income therefore come from only two clients. A year ago the two largest Nvidia clients were responsible for 14% and 11% of income, 25% in total. These data raise an inevitable question: who is who in that client cast. And the answer is not simple. Direct customers … Nvidia makes a distinction between those clients to whom he refers to the document, and that are divided into two large groups, the first is that of direct customers, which are not end users of their chips, but companies that buy the chips and that mounted them in complete systems or on plates that then sell to data centers, infrastructure suppliers in the cloud or final cloud. Among the examples, they indicate In CNBCwould be Foxconn, Quanta or Dell. … and indirect customers. This is where those companies would enter that we are all thinking and use these chips – which they buy from direct customers – in Your gigantic data centers. Microsoft, Openai, Meta, Google, Tesla/Xai and Meta – and even Oracle – are clear candidates, but again, it is impossible to know for sure who is on that list of great buyers. But the two most important are direct. What they do indicate in Nvidia is that customer A and B are direct customers, so they are not theoretically none of those great technological ones. But those definitions of Nvidia are somewhat diffuse, and the company states that some direct customers buy chips to create systems for their own use, so Any of the Big Tech I could enter that definition. To curl the curl, Nvidia said that two of its indirect clients each of them were responsible for 10% of their total income, but above all through the purchase of systems from customers A and B. OpenAI in the pools. In Nvidia they talked about “an AI research and development company” contributed with a “significant” amount of income both through direct and indirect customers. Here are more candidates, but one of the strongest would be Openai, especially now that he is working In the Stargate project. But the situation is dangerous. Be as it may, depending on both so few clients is delicate and creates a dangerous dependency chain. Thus, Nvidia depends on intermediaries that in turn They depend on a handful of technological giants. The company’s destination is in the hands of two buyers who represent almost 40% of their business, but the risk is not only for Nvidia, but for the entire technological ecosystem that depends on their chips. There are not only companies, there are countries buying gpus. Another of the curious data of this report is the one that tells us about how Some foreign governments They are also buying chips massively. In fact, the company expects to enter 20,000 million dollars in these “Sovereign” projects with countries that try to create their own models and artificial intelligence infrastructure. Image | Sharon Waldron edited with Google Gemini In Xataka | Microsoft had a saved secret. His new AI model for Copilot is the clearest statement against Openai’s domain

The US has bought 10% of Intel to save it from burning, and that plans a huge problem. One called favoritism

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Intel has agreed to sell 10% of your company to the United States for a value of 8,900 million dollars. An interventionist measure is thus confirmed that has huge implications not only for Intel, but for the entire semiconductor industry. Above all, the American. Historical crisis. The Historical crisis that Intel is going without resolving. And his new CEO, Lip-bu Tanalready I recognized A few weeks ago, “twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies.” The mass layoffs and the decision of Bet everything to lithography 18a –No 20th node– They raised a complicated future for the company, which needs maneuvering margin. He has just obtained it, but we don’t know at what price. Or maybe yes. The agreement. According to indicate in IntelUnited States will invest 8,900 million dollars in company shares, and that adds to the 2.2 billion dollars that the US government paid to the company as part of the Chips and Science Acta federal program that was approved in 2022 and is intended to invest billions of dollars to relive the country’s semiconductor industry. Intel was too big to fall. He Moment of weakness It is still worrying, but there have been two recent “bailouts.” The first, by the Investment of 2 billion dollars of softbank In the company. The second, much more important, the one that has just signed the US government with the purchase of 10% of Intel for 8,900 million dollars. This measure is especially striking for several reasons. For a start, is the first time that the US government intervenes a company since the rescue of the car industry was produced during the 2008 crisis. But there are more implications. Potential loss of autonomy. The agreement is only economic and there will be no official representation of the US government in the Board of Directors of Intel. However, political pressure will now be seen without a doubt increased, and each business decision of Lip-Bu Tan and its team will be seen through a different prism: there is public money at stake. Desperate times, desperate measures? Another perspectives from which this agreement can be contemplated is that of despair. Accepting this governmental “rescue” can be seen as a clear indication that Intel was against the ropes and there was no escape without any movement of this type. For Lip-Bu this can represent a problem for confidence in his leadership now that he has just taken command, and in fact the American senator Tom Cotton He accused him to invest in 600 Chinese companies. President Trump He came to ask for his resignation In Truth Social and then end up meeting him and congratulating him for its management. A logical agreement for Trump’s roadmap. The US president began his mandate with the clear intention of centralize semiconductor production to the maximum and electronics products. This protectionism is closely linked to this decision, and allows to protect Intel in addition to mitigating the dependence of Taiwan and the Chips import and technology From China. The Secretary of Commerce, Howard Lutnick, Indian That the agreement is especially beneficial for the US government, pointing out that they were basically giving money to companies through subsidies, but here what the US achieves is to raise that subsidy as an investment. It is not “lost” money. It is not clear that since the money comes from the ACT chips, the US government is allowed to end up obtaining benefits of such “investment.” Favoritism. This politicization of the semiconductor business could end up causing uncomfortable alliances and distorting competition. Now that all kinds of government agencies may have much more inclination to buy Intel chips in the future, while direct competitors such as Apple, AMD, NVIDIA or Qualcomm are harmed before a landscape of government favoritism. Intel, we insist, perhaps it was too big and iconic to drop it, but this intervention raises a change in the rules of the game that affects both Intel and its national competitors and, of course, foreigners. Image | Intel | Gage Skidmore In Xataka | Intel’s plan in front of an unattainable TSMC: beat Samsung and consolidate as the second largest chips manufacturer

He vibrated so much that “the Water of the Váter came out.” Renfe has a problem in Catalonia and the AVE of Lleida is only the last example

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A train in which it was impossible to travel with relative comfort. Let’s not say sleep or work. The videos in which an Avant is shown that vibrates extremely in the Lleida-Barcelona line are only the last example of a high speed that does not stop accumulating problems for Renfe. “The Water of the Váter came out”. This is what A user assured of the Avant Lleida-Barcelona train that circulated with extreme vibrations on August 19. Views the images that can be found on social networks, what Kevin Bruque, spokesman for users Avant Catalunya, is not very far -fetched RAC1. The violence with which the train moved while in motion has left us publications in which it is observed to backpacks moving violently and Water bottles that remain standing miracle. Many complaints. It is not the first time that Avant users between Lleida and Barcelona complain bitterly about the conditions of the journey. “People get dizzy” in an hour “that they could take advantage of to rest or work,” Bruque emphasizes. Extreme vibrations are only the last case of a line that accumulates complaints and demands of users. Already in March, Segre He collected the demands of the passengers who claim a greater number of frequencies and an early early option since the first train leaves at 7:05. They also emphasized the constant delays and breakdowns suffered by the line. Renfe’s response. Those days, Segre He collected that Renfe’s response to this request for an Avant that leaves before 7:05 points to Rodalies. The company defends that service is also provided with a regional train and that, therefore, the line is already covered. However, the platform ensures that the service is not comparable since with Rodalies it takes more than three hours to arrive in Barcelona from Lleida while in Avant and Ave they move on the border of the hour. This causes taking the first Rodalies train to arrive even later in Barcelona that with the first fast train of the day. Rodalies in the spotlight. Renfe’s performance in Catalonia is under the spotlight. In what we have been, Rodalies has not stopped adding breakdowns, suspensions and delays. To the point that the circulation has been suspended up to three times. In railroads.org They collect the incidents that are added daily in Rodalies. On August 18, six incidents were counted in the network. On August 19 another four and August 20 increased to 17 incidents of all kinds. When we write these lines on August 21, 33 incidents have been counted so far. But also high speed. In the first week of this August we met the end of a soap opera that had begun in July, that of the Avril trains. Renfe decided to withdraw these trains of its Madrid-Barcelona line when cracks are detected in them. A few days before, the information had jumped that some of these trains were literally breaking. Renfe threw balls out And he just said that had reorganized the line. Subsequently, Pópuli voice He showed the images where a crack was clearly seen on the train. Renfe had already decided to get these trains out of circulation although at first he opted for circular at a lower speed. An unforgettable summer for the user. And to forget by Renfe. The company has been in which it has faced a breakdown in the line to Andalusia that left users without air conditioning and in the middle of anywhere For 13 hours. Those same problems, with less serious consequences, They were subsequently repeated. Also in Andalusia the circulation had to be suspended momentarily by Goteras in a Malaga tunnel. Then came the aforementioned case of cracks in the Avril trains. And finally, fires have stopped circulation between Madrid and Galicia during a week in which Renfe has offered solutions With lights and shadows. Photo | Kabelleger / David Gubler In Xataka | “In 1961 it took Bilbao for three hours and five minutes. Now it takes three and ten”: Cantabria and the drama of Spain with the train

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