production

has skyrocketed its production and is about to say goodbye to imports

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Although officially the war that is grabbing all the headlines these days is the conflict between the United States, Israel and Iranthe reality is that global geopolitics is such a hornet’s nest that the whole world is rearming itself. And while Europe discovers that it is missing essential things as ammunition opqualified personnel to manufacture themChina reaches this critical moment in an almost unbeatable position: the army of its great rival depends more and more of the Asian giant and is also just a breath away from being self-sufficient. The document of “Trends in international arms transfers, 2025” published a few days ago by the Stockholm International Peace Research Institute, collects the trends, changes and main actors in the global trade in heavy weapons between the periods 2016-20 and 2021-25 and makes one thing clear: in weapons, China cooks it and China eats it. China’s change. While the global volume of arms transfers has grown by 9.2% in the 2021-25 period, China has remained the fifth largest exporter in the world (with 5.6% of the global share). But his way of interacting with the market has changed radically: he now sells more and buys much less. 10 years ago China was the fifth largest arms importer in the world and today it barely appears in 21st place: it has dropped out of the top 10 for the first time since 1991. It is not that it has disarmed by any means. In fact, is producing fighters as if there were no tomorrow and that’s it has surpassed the United States in the production of nuclear submarines. The thing is that you no longer have to buy what you make at home abroad. This is how global arms imports are distributed: the 10 largest importers and the rest. China is in that rest. SIPRI Why is it important. Because China is the second military power in the world in spending (according to the International Institute for Strategic Studies) and that a country of its size and investment stops depending on the foreign market is further confirmation of the maturity of its industry. And reduce his Achilles heel: if he does not depend on anyone for weapons, there is no pressure to try to cut off his supply. Without going any further, one of China’s first measures in the tug of war over tariffs was to tighten its control framework for rare earths, essential for weapons. On the other hand, China’s influence is not only measured by its borders, but by who depends on it: we have already seen how it is essential in the United States supply chain, but the SIPRI report highlights how it stands as the pillar of Pakistan’s defense, is the largest supplier of weapons to Sub-Saharan Africa and is opening new markets in Europe (Serbia). Global context. The SIPRI document places this change in a context of global rearmament, especially in Europe (where there are 210% more imports) and direct competition from the United States. According to the report, the US arms export policy towards Asia and Oceania is partly determined by its objective of containing the influence of China, highlighting key recipients such as Japan, Australia and South Korea. From ‘Made in Russia’ to ‘Made in China’. China has reduced its imports between 2016 and 2025 by 72%. Historically, the Asian giant was dependent on Russian technology, but not anymore. Of course, Russia continues to be its main supplier: it accounts for 66% of the total imported. After the end of the Cold War, Beijing continued to depend on Moscow and its technology, but throughout the 1990s there were key moments for this turning point in Chinese strategy, such as Yinhe’s trauma in the Malacca Strait either the Taiwan Strait crisis of 1996 in which American military superiority and the need to build its own defense industry were evident. China is rearming. Beijing already has the largest navy in the world in terms of number of ships, according to the US Department of Defense and has established itself as the reference in the deployment of hypersonic missiles. At the strategic level, the Pentagon plans that China will have more than 1,000 nuclear warheads by 2030. If We analyze your most recent budgetwhich grew by 7.2%, technological self-sufficiency and scientific innovation in defense appear as the absolute priority to break any external dependence. What it means for the rest of the world. For Russia it obviously means losing its largest and most loyal historical client. According to SIPRI data, the fall in Chinese purchases has dragged Russian exports to historic lows, aggravating the crisis in its defense industry. For the United States it is a poisoned candy: while Washington tries to reinforce its allies in the Pacific, it faces a rival that sets a pace of industrial and technological production that today is difficult for them to follow. For figures like Pete Hegseth, China is no longer just a competitor, it is the pacing threat: the threat that sets the pace and scale to which the rest of the world must try to adapt. Countries geographically close to China are also accelerating their purchases, driven both by US reinforcement plans and their own fear. The question is how long they will be able to sustain this pulse, because, in terms of industrial mass and speed, today no one seems capable of keeping up with China. In Xataka | The US has a problem in its military career: China has “infiltrated” its army’s supply chain In Xataka | The US has a very serious problem with its F-35s: China is producing fighter jets beyond its capabilities Cover | CCTV, SteKrueBe

The United States had not manufactured its most critical uranium for 20 years. He has just resurrected his production with an old metallurgy trick

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In the hills of Oak Ridge, Tennessee, lies a place that carries the weight of contemporary history in its foundation: the Y-12 National Security Complex. According to the files of the US Department of Energy (DOE)these facilities were born in 1943 as a vital cog in the Manhattan Project. However, for more than two decades, the halls of its most advanced nuclear processing sector had remained in a prolonged dormancy. Today, that industrial silence has been broken. The United States has just ended a long gap in its domestic processing capabilities. The milestone that marks this rebirth is as visual as it is forceful: the National Nuclear Security Administration (NNSA) has successfully manufactured its first “button” of purified enriched uranium, an achievement that opens a new era in the American nuclear deterrent. In short. From the NNSA have confirmed the restart of uranium purification at the Y-12 complex. It is not a sudden step; This achievement comes months after, in September 2025, the start of the project will be authorized electrorefining. This is the first authorization of its kind since the opening of the Highly Enriched Uranium Materials Facility 15 years ago. More in depth. The new process allows installation slam the door definitively on the old Y-12 plants. For years, uranium processing depended on complex chemical treatments that were inefficient and, above all, posed greater risks for workers. The new era abandons these legacy systems in favor of much cleaner and safer technology. A strategic milestone. According to the statement from the NNSAthis purified uranium is a critical material that will support unavoidable national security missions, from the production of nuclear weapons to providing the fuel needed for the reactors of the United States Navy’s aircraft carriers and submarines. This effort is not a coincidence, but respond directly to the security and defense guidelines promoted under the mandate of President Donald Trump. Added to this military strategy is a pressing need for independence of resources. In November of last year, the US Geological Survey (USGS) added uranium to its final list of 60 critical minerals. This government directive has a clear objective: to shield the country against the risks of interruption in global supply chains. The “magic” of electrorefining. The secret behind this renaissance is called electrorefining. Although it may sound like science fiction, it is based on well-established commercial processes commonly used to purify everyday metals such as aluminum, titanium or copper. The method was originally developed by the prestigious Argonne National Laboratory and later perfected by the Y-12 development team itself. A simple process (at first glance). To understand how it works, the magazine Science Direct explains it in a simple way: The process uses an electrolytic cell where two electrodes are immersed in a chemical solution. One of them acts as an anode (where the impure recycled material is placed) and the other as a cathode. Through a controlled electrical reaction, metal ions travel to the cathode, where the pure metal is deposited, while the impurities fall to the bottom as an “anode sludge.” The result: An astonishing 99.9% purity. The format: An NNSA spokesperson He explained that the process It first generates “purified uranium crystals,” which are then melted in a furnace to create the compact, secure, high-purity uranium “buttons.” Additionally, Nikolai Sokov, senior researcher at the Vienna Center for Disarmament and Non-Proliferation, explained that this innovative technology allows recovering and recycling uranium from various byproducts. Along the same lines, this method drastically reduces the waste generated compared to old chemical treatments. The weight of history: environmental debt. No story about the Y-12 complex would be complete without looking at its darker side. The background documents of the US Department of Energy rreveal the heavy inheritance of the Cold War. During the 1950s and 1960s, facilities used massive amounts of mercury for lithium separation. The ecological toll was devastating: an estimated 700,000 pounds (more than 317,000 kilos) of mercury were lost in the buildings and the surrounding environment. Today, to contrast technological advancement with the mistakes of the past, the top priority of the Environmental Management (EM) program at Y-12 is the cleanup of this mercury. He DOE informs that it is being built the Outfall 200 Mercury Treatment Facility. Scheduled for 2027, this plant will be capable of treating up to 3,000 gallons of water per minute. This vital infrastructure will allow older, more contaminated facilities (such as Alpha-2 by 2029 and Beta-1 by 2030) to be safely demolished without mercury ending up in the nearby Upper East Fork Poplar Creek. A process of metamorphosis. Audrey Beldio, NNSA Principal Deputy Administrator for Production Modernization, summed it up forcefully in the statements. project startup: “Electrorefining revolutionizes the processing of enriched uranium.” With uranium flowing again into Y-12, the United States is not just abandoning aging infrastructure. It is sending a clear message to the world: after twenty years of lethargy, the US nuclear sector has taken a leap towards a future where technological efficiency, the safety of its workers and the reliability of its arsenal are once again the spearhead of its defense policy. Image | HeUraniumC Xataka | While the West does not decide on nuclear, China already has a reactor 100 times more efficient than traditional ones

You’ve probably never heard of urea. The missiles in Iran are destroying their production, and that will affect your food

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At the beginning of the 20th century, the world feared it would run out of food because crops were not growing enough to feed a growing population. The solution came from chemistry: an industrial process capable of manufacturing artificial nutrients for plants and multiplying crops across the planet. Today, this invisible system supports much of what reaches our plates, but it also depends on a global chain. surprisingly fragile. The invisible substance that feeds us. We already said it in the headline, you may not know urea. However, this chemical compound is one of the silent pillars of modern agriculture. It is nitrogen fertilizer most used in the world and indirectly responsible for approximately half of global food production. Its function is simple but crucial: providing nitrogen to crops so they can grow quickly and produce larger harvests. To give us an idea, approximately half of global food production depends on synthetic fertilizers. nitrogen basedand urea is the most widespread of all. Without it, agricultural yields would fall abruptly, which would directly affect products as basic as wheat, corn or rice. The Gulf and fertilizers. It happens that a large part of this global agricultural system depends on a very specific region of the planet: the Persian Gulf. The Middle East is home to some of the largest plants of fertilizer production in the world and is also a key source of raw materials necessary to manufacture them, such as ammonia or sulfur. Furthermore, the Strait of Hormuz has become an essential artery for this trade. between one quarter and a third of the world’s traffic of raw materials for fertilizers passes through this maritime passage, along with approximately 35% of global urea exports and 45% of sulfur trade. A war that hits the food chain. The military escalation in Iran and the attacks around the Strait of Hormuz are starting to interrupt that delicate system. Maritime traffic through the area has been drastically reduced and several ships have been attacked, while industrial facilities in the Gulf have suffered direct damage. In Qatar, one of the largest fertilizer facilities in the world had to stop your production after a drone attack, while Iran has paralyzed its own ammonia production. Every missile in the Iran war is not only destroying its production, it brings us a little closer to a dystopian future scenario. Urea sample in the form of granules The domino effect of urea. When the supply of fertilizers such as urea is interrupted, the impact soon spreads to the food system. If farmers cannot apply enough fertilizer, the ccrops produce less. Some experts estimate that the lack of fertilizers could reduce harvests by up to 50% in the first affected agricultural cycle. This decline would quickly translate in price increases in basic foods. Bread could become more expensive in a matter of weeks, while derived products such as eggs, chicken or pork would do so months later, as the increase in the cost of animal feed is passed on to the entire food chain. Gas, the hidden ingredient. The manufacture of nitrogen fertilizers also depends on another key factor: natural gas. Between 60% and 80% of the cost of producing fertilizers comes from the gas used in the chemical process that transforms atmospheric nitrogen into compounds usable by plants. With the war driving up energy prices and damaging industrial infrastructure, the cost of production skyrockets even before fertilizers reach the market. In a few days, the international price of urea has risen more than 25%reaching levels close to 625 dollars per ton. Risk of global food crisis. I remembered the financial times that the situation also comes at a particularly delicate moment in the agricultural calendar. In much of the northern hemisphere, farmers are starting the season spring planting, when they buy and apply the fertilizers that will determine the year’s crops. If the Strait of Hormuz disruption lasts more than a few weeks, the impact could extend far beyond energy or maritime trade. Thus, what today seems like a localized geopolitical crisis could transform into something much deeper: a global food shock reminiscent of (or even surpassing) the one that occurred after the Russian invasion of Ukraine in 2022. In that scenario, the war in Iran would not only be fought with missiles and drones, but also in the fields of crops half the planet. Image | liz west, nara, LHcheM, eutrophication&hypoxia In Xataka | Iran is directing its attacks where it knows it hurts the West: energy and data centers In Xataka | In 2022, the gas crisis skyrocketed the price of electricity in Spain. In 2026 we have a “green shield” but also a serious problem

China’s brutal dominance in rare earth production in the last 30 years, in a revealing graph

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There are few strategic natural resources as important as gas, gold or oil, but there is one that is less known and that is decisive in practically any industry and therefore, also in geopolitics: the rare earthwhich are neither earths nor rare (in fact, they are a list of 17 metals). The state that has enough rare earths in its territory and the capacity to extract them will have much to gain to become a power. Well, if you can cough China, the absolute leader in rare earths so much in reserves as in production. A picture is worth a thousand words. But today the power of China is discussed is one thing and another if the Asian giant started by winning the game. Spoiler: no. The United States Geological Survey It has a very complete database where to visualize production by country from 1994 to the present (among other information), but more than a table, it is better seen with images. Thus, at a glance you can see its beastly hegemony in this chart from Visual Capitalist from 1994 to 2024. 30 years of rare earth production. Visual Capitalist An animation still counts more. The Visual Capitalist illustration shows Chinese superiority, but the evolution of rare earth production by country is better seen with an animation showing its meteoric rise because yes, the global rare earth industry has been profoundly transformed in the last 30 years. In just three decades, China has gone from having a 47% quota to almost 70% of the 400,000 metric tons produced today (by the end of 2024). Or what is the same, going from manufacturing 31,000 metric tons to 270,000 metric tons, something that can be seen in this animation by Global Times and Valiant Panda: Tap to see the animation. Production by country of rare earths from 1994 to 2024, Global Times How America Lost Control. It’s worth stopping the animation at the beginning, because in the 90s the United States was the world’s largest producer of rare earths and Mountain Pass was its main plant for obtaining them. Its average extraction was around 20,000 – 22,000 tons. And then, in 1997, came the Mountain Pass environmental disaster: a burst pipe in the eponymous mine that contaminated the Movaje Desert with toxic radioactive waste. Between the disaster and the subsequent lawsuits, production suddenly fell to 5,000 tons between 1998 and 2002. It would then fall to 0 in the 2000s. It would be in the 2010s when it began to recover: now the United States is around 46,000 metric tons. As Rocío Jurado sang, now it’s too late, lady: it was also in the 90s when China went into steamroller mode. The unstoppable rise of China. That China has come to dominate world production hides several keys. The first, the ability of its suppliers to offer lower prices Thanks to state aid, laxer environmental standards and cheaper labor made possible costs that the West could not cope with. China had the resources, but its victory came because it was able to build an entire industry while the rest of the world watched. Producing the raw mineral is only the first step, then it must be separated to achieve a high degree of purity (between 95 and 99%, depending on the application) in a complex, expensive hydrometallurgical process that, as we have seen, leaves radioactive waste along the way. Where it still dominates more: refining. Because although China has a share of almost 70% of world production, its dominance is even more overwhelming in refining: it produces around 90% of world refining. In fact, other countries such as Australia or the United States extract minerals, they turn to China for refining. If there is no refining industry at the level of extraction, there is no sovereignty. Other faces. Trump wants to step on the accelerator of national mining and expedite permits, the EU also seeks its strategic sovereignty with laws such as the Critical Raw Materials law and its application in places like Per Geijer’s Swedish megamine. We have already talked about Australia, which at least until this year It will depend on China for refining those 16,000 metric tons that have been around in recent years, but there are other countries that have joined the race. But while the Global Times animation focuses on great powers, the Visual Capitalist graph reveals new players in the industry such as Myanmar, Thailand or Nigeria, especially focused on more scarce and valuable elements. However, their supply chains are unstable and have their own regulatory and geopolitical risks. In Xataka | The world’s rare earth reserves, laid out in this graph showing the brutal dominance of a single country In Xataka | Europe seeks its sovereignty in rare earths and knows how to achieve it the fast way: with a supermine in Sweden

A report has set off alarm bells in Europe. Russia’s shell production is meaningless for a single war

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When Russia crossed the Ukrainian border in 2022, Europe reacted as it had not done since the end of the Cold War: massive sanctions, accelerated rearmament and a political unity forced by urgency. During these years, the European debate revolved around a seemingly simple question about kyiv’s resistance, as the conflict lengthened, became normalized, and ceased to be a “temporary” war. Now, with the front stagnant and the calendar moving forward, in the European capitals it is beginning to prevail another concern. What will Russia do when this war is no longer the center of the board? It’s not just the front. Yes, as the conflict in Ukraine approaches its fourth anniversary, it is beginning to take hold in Europe a different reading And more disturbing: Russia is not acting like a country trapped in a war of attrition, but rather like a power that uses the conflict as, perhaps, a preparatory phase. In the last few hours, a piece of information has appeared on the old continent: the massive increase in its military production suggests that Moscow is not only thinking about supporting the current front, but about setting up a later strategic scenarioin which having reserves, industrial capacity and room for maneuver will be as important as any territorial advance achieved in Ukraine. The figure that triggers the alarms. The data that most worries the European intelligence services is the Russian production of ammunition, which has exceeded the seven million projectiles annually, a figure 17 times higher to that of the first stages of the invasion. According to the Estonian intelligence service Välisluureamet, this jump is not explained by a simple intensification of combat, mainly because it makes no sense, but by the construction of new industrial plants and the will to rebuild strategic reserves in the long term. For Europe, the implicit message is clear: no one manufactures at that rate if they are only thinking about surviving the current conflict. Resist and prepare. This rearmament occurs despite the Russian economic deterioration, enormous human cost of the war and the increasing difficulties for recruit soldiersreinforcing the idea that the Kremlin prioritizes material accumulation over internal well-being. The support of North Korea, which has come to supply a substantial part of the ammunition used in Ukraine, has allowed Moscow to gain time and rebuild arsenals. For Estonia, maintaining these reserve levels is a central element of planning possible future conflictsnot simple insurance for the ongoing war. The north enters the radar. we have been counting in recent months. That fear of what comes next is not limited to the eastern flank. Now Norway has warned openly that a Russian move to protect its nuclear assets in the Arctic, concentrated on the Kola Peninsula, a short distance from its border, cannot be ruled out. This is not a classic ambition of conquest, but rather an aggressive defensive logic: ensuring the ability second nuclear attack in case of an escalation with NATO. The Ukrainian War has forced Nordic countries to plan for scenarios that a few years ago would have seemed unlikely. Tactical peace for strategy. The Guardian said this morning that, while increasing its military capacity, Russia deploys calculated diplomacy that seeks to buy time and divide the West. Estonian intelligence describes opening gestures toward the United States and negotiating rhetoric as a maneuver to reduce pressures, exploit cracks between Washington and Europe and consolidate positions without giving up the underlying objectives. In parallel, Moscow intensifies influence operations and hybrid warfareaware that the Ukrainian post-war can be as decisive as the war itself. The disturbing scene. In short, the combination of mass production of ammunition, possible nuclear planning, hybrid pressure and instrumental diplomacy seem to paint a panorama most uncomfortable for Europe: one where even when the weapons end fading in Ukraine, Russia will remain an actor ready to act. From that perspective, it is not only the end of a war that is worrying European capitals, but the beginning of a stage in which Moscow, industrially reinforced, could decide when and where to tighten the chess again. Hence, what comes after Ukraine is precisely what generates the most fear. Image | Ministry of Defense of the Russian Federation, Vitaly V. Kuzmin In Xataka | The question is no longer whether Europe “is at war”: the question is whether it is willing to defend itself In Xataka | First it was Finland, now the US has confirmed it: when the war in Ukraine ends, Russia has a plan for Europe

Boston Dynamics starts commercial production while Optimus remains wrapped in promises

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Boston Dynamics has unveiled the product version of Atlas, not a prototype or technical demo. The company describes This humanoid robot as an enterprise-grade system, designed from the ground up to be systematically manufactured, maintained and repaired. In its official communication it insists on concepts such as reliability, field service and prolonged useful life, a clear way of marking distance from more experimental approaches. In this way, Atlas makes the leap into the industrial world, with deployments announced for 2026 and a roadmap that, within the framework of Hyundai’s plans, points to a production capacity of up to 30,000 units per year. Meanwhile, Optimus remains tied to internal testing and automation at Tesla. Elon Musk had projected have “thousands” of humanoid robots working in factories by the end of 2025, but as of today there is no public evidence that the company has reached that goal. A change of stage announced in advance. The move towards a commercial Atlas had been in the works for some time. In 2024 the hydraulic robot stage will be officially closedactive for more than a decade, to give way to a completely electric design aligned with a real deployment. That decision came as recent advances in artificial intelligence accelerated the training and production of complex robots. Hyundai, client and driving force of the deployment. Atlas’ industrial leap is supported by a key corporate relationship. Hyundai Motor Group, the majority shareholder of Boston Dynamics, is also the humanoid robot’s first customer. He assures her that An initial deployment has already been completed in 2025 and an additional fleet is planned to be shipped in 2026 to the Robotics Metaplant Application Center. From there, Hyundai’s industrial investment context points to a possible expansion of scale, although these figures appear as general plans and not as specific commitments directly linked to Atlas. Designed for human environments. Atlas is not conceived as an isolated machine within a closed cell, but as a robot capable of moving through the same spaces in which people already work. Its function is aimed at handling and logistical support tasks in factories and warehouses, sharing an environment with human workers and other automated systems. To make it possible, the design has been optimized for coexistence, with mechanisms that allow detecting the proximity of people and stopping the operation when necessary. For a robot to truly fit into a factory, uptime is as important as the task it performs. Atlas is designed to operate during standard shifts, with an autonomy of approximately four hours in typical use. When the battery runs out, the robot itself can replace it autonomously in less than three minutes and return to work, allowing for continuous operation cycles. The charging system also works with conventional 110 V or 220 V electrical outlets, avoiding costly modifications to the infrastructure. Control, fleets and continuous learning. Atlas is not only intended to act autonomously, but also to integrate into monitoring and control systems at scale. Technically, it can operate autonomously, but also by remote control with virtual reality or tablet, and be managed as part of a fleet. In addition, a collaboration with Google DeepMind comes into play, aimed at integrating Gemini Robotics models to accelerate the learning of new tasks, a capability that the company presents as part of its roadmap and not as a fully deployed function from day one. Images | Boston Dynamics In Xataka | If China manages to lead in humanoid robots it will not be only because of its technology: its companies know how to sell them better than anyone else.

plans to increase production of the H200 in the face of an avalanche of orders, according to Reuters

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NVIDIA once again finds itself in the center of the game. According to Reutersthe company analyzes increasing the production of its chip H200 after orders from China have exceeded what its current capacity can cover. But this time the result will not be decided in Washington, but in Beijing, where the government must authorize the entry of the hardware. The Chinese response will determine whether the window opened by the United States translates into real sales or remains a gesture caught between opposing interests. What has changed in Washington. The turnaround began in Washington on December 8, when Donald Trump announced that the United States would allow the H200 to be exported to commercial customers approved and validated by the Department of Commerce, with a 25% tax on each sale. The measure marked a turning point with respect to previous restrictions and introduced a more flexible control model: the US Government will supervise shipments from Taiwan, subject processors to a security review before authorizing their departure to China and apply the corresponding surcharge. NVIDIA celebrated the announcement as a balance that, according to its own statement, seeks to make national security compatible with commercial activity, while in the markets its shares rose around 2% in subsequent operations. Avalanche of orders. The signal that has led NVIDIA to consider increasing production is clear. According to the aforementioned agency, H200 orders from China already exceed the current manufacturing capacity of the chip. AND, as we pointed out last weektechnology groups such as Alibaba and ByteDance have contacted the company to explore volume purchases, aware that availability is very limited. NVIDIA has informed these clients that it is studying adding capacity, although without commitments or figures, in a context marked by scarcity and the priority that other more advanced generations have today. The interest in the H200 is also explained by its place in the NVIDIA catalog. It is the most powerful chip of the Hopper generation and a clearly superior alternative to the trimmed models designed for China, although it falls behind Blackwella generation with which, Trump explained, NVIDIA’s American customers are already moving forward. That position makes it an awkward balance: it’s not state-of-the-art, but it’s advanced enough to make a difference in training large-scale models. What China decides. Beijing is not limited to giving a yes or no. According to sources cited by Reuters, the internal debate revolves around how to allow access to H200 without weakening the momentum of its domestic semiconductor industry. The authorities are studying imposing specific conditions on each order and reviewing the final destination of the chips, in a context in which Manufacturers like Huawei or Cambricon continue to be priorities for the country’s industrial policy. NVIDIA H200 Capacity and bottlenecks. Increasing H200 production is not an immediate or easy decision. The chip is manufactured at TSMC using its 4nm process, an advanced capability that is hotly contested today. NVIDIA is prioritizing Blackwell production and preparing the transition to Rubinwhile competing with other large clients, such as Google, for space in the Taiwanese manufacturer’s most advanced lines. That context explains why the company has warned its customers of tight supply even if it ultimately decides to add capacity. National security and industrial pressure. The H200 debate goes beyond NVIDIA. In Washington, fear persists that the sale of advanced chips will contribute to strengthening China in sensitive areas, while the Administration itself has defended that completely cutting off access to American chips could reinforce the efforts of local manufacturers. The solution adopted by the Trump Administration seeks that balance, but keeps alive a controversy that conditions both exports and the real possibility of expanding production. With demand pressing and supply at a minimum, the outcome is now being played out in the offices of the Chinese regulator. If Beijing authorizes the purchases, NVIDIA will have to decide to what extent it can reallocate capacity without compromising its industrial priorities. If it doesn’t, the H200 will join the list of advanced chips caught between politics and strategy. In both scenarios, the episode confirms that access to hardware has become as determining a variable as the chip design itself. Images | NVIDIA + Photoshop In Xataka | Microsoft has reduced its ambition with AI. It has been realized that almost no one uses Copilot, they say in The Information

reduce the production of laser weapons and parts for electric cars to one second

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A team of researchers from China has achieved a technological leap that could alter the energy base of sectors as diverse as electric vehicles, advanced radars or even new generation defense systems. At a time when speed, thermal stability and on-chip integration have become strategic priorities for industry and militaries alike, China claims to have found an unexpectedly fast path to producing one of the most critical components in modern electronics. An industrial leap. China has presented an advance that fundamentally disrupts the production of dielectric storage capacitors, a critical component for hybrid electric vehicles, radar systems, advanced electronics and, especially, directed energy weapons. Two teams from the Metal Research Institute of the Chinese Academy of Sciences have achieved reduce the manufacturing process of these devices just one second thanks to a technique flash annealing capable of heating and cooling materials at 1,000 ºC per second, forming crystalline films on silicon wafers in a single step. In other words, what previously required between three minutes and an hour now happens literally in the blink of an eye, without loss of energy density or thermal stability, and maintaining stable performance. up to 250 ºCa range that covers, for example, from the inside of a hybrid vehicle to the depths of oil exploration. The advance also offers a scalable industrial path towards on-chip storage devices, a goal long pursued by the electronics industry. A new class of capacitors. Dielectric capacitors stand out because they can charge and discharge energy with extreme suddenness, generating current peaks essential for systems that depend on instantaneous reactions. The new crystalline films created by the Chinese team not only achieve energy densities comparable to those of much slower methods, but they maintain less than 3% degradation even at 250 ºC. This guarantees its operation in severe conditions, from automotive electronics subjected to constant heat to sensors and energy exploitation equipment underground. Researchers say in your work that the rapid solidification obtained by heating by electromagnetic induction and immediately cooling in liquid nitrogen fixes the crystalline structure in a high energy state that multiplies the capacity storage, reaching 63.5 J/cm³, values ​​higher than traditional techniques such as firing in a muffle furnace or rapid thermal tempering. This combination of extreme speed, stability and density opens the door to design leaps in multiple industrial sectors. Strategic implications. As we said, the most delicate, and potentially transformative, impact is found in the military terrain: Emerging technology offers a direct solution to one of the bottlenecks of directed energy weapons, such as high-powered lasers, which require fast, stable flows of electricity to maintain sustained fire, repeated pulses, and minimal reload times. The ability to generate intense electrical pulses from denser, more heat-resistant, mass-produced capacitors with faster times drastically reduced makes this technology a key enabler for ship-borne lasers, anti-drone systems, energy saturation weapons or ground-based air defense platforms. In a scenario where thermal autonomy, stress resistance and the ability to withstand repeated thermal cycles are essential, these new dielectric films offer a decisive advantage compared to previous generations of materials. Although they still depend on improvements to close the gap with lithium batteries in total capacity, their superiority in instantaneous power is exactly what modern laser systems require. World projection. The promise of producing advanced capacitors in a second It represents a disruptive change for industries that, until now, assumed long and expensive processes to achieve similar levels of quality. The ability to extend the procedure to other ferroelectric materials and to apply the method on wafer-scale pellets makes this development in a milestone with direct implications for defense microelectronics, aeronautics and the energy sector. China thus obtains a path towards strategic components that are difficult to replicate in the short term in other countries, consolidating an industrial advantage in dual technologies whose relevance will only grow in the coming decades. For the directed energy weapons (considered the next big leap in anti-missile defense, anti-drone and anti-hypersonic platforms) this evolution in capacitors could be equivalent to missing link– Fast, robust, compact and, for the first time, truly scalable storage. Image | CCTV (via X) In Xataka | It is called Crazy Li and it is capable of cutting metal or causing blindness: China has developed an unprecedented combat laser In Xataka | China has made a science fiction dream come true: an electromagnetic cannon capable of reaching 3,000 shots per minute

The rarest element on Earth aims to cure cancer. And Europe is already accelerating its production

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In the fight against cancer there are many ‘weapons’ that we have at our disposalsuch as chemotherapy or radiotherapy. The problem is that these are assimilated like bombing a city to destroy a single house: it is achieved, but with a lot of collateral damage. But this can be solved if We attack only what interests usin this case a tumor cell, and science points to one of the rarest elements on the planet as a candidate to achieve this. Where are we now. The goal of science is to find the most specific therapies possible so that they attack a tumor cell and not a healthy cell with the aim of reducing the adverse effects of the treatment and also being more effective. For this there are different options such as immunotherapy or the use of very specific antibodies, but there is still a long way to go. A particle. He astatinewhose name comes from the Greek astats (“unstable”), lives up to its name. It is the rarest natural element on Earth and disappears almost as soon as it is formed and that is very interesting to us. Especially a ‘version’ of this element which is At-211 which has a half-life of only 7.2 hours. But this instability is part of its magic. At-211 is what Texas A&M scientists call a “Goldilocks” isotope: perfect for the job. Its advantages. Currently, heto traditional radiation used in cancer treatments have a great impact on the body when traveling over long distances. But At-211 emits alpha particles, which is a heavy, slow-moving helium nucleus, which when emitted releases an enormous amount of energy, but can only travel a tiny distance, just the thickness of a few cells. This is crucial. Targeted Alpha Therapy involves “gluing” an atom of At-211 to a molecule (such as an antibody) designed to specifically seek out and bind to cancer cells. At-211 travels through the body, ignoring healthy cells, and when it finds its target, it anchors to the tumor and releases its alpha particle. The result is a localized and devastating explosion of energy, which irreversibly destroys the DNA of the cancer cell. But since the particle cannot travel any further, the healthy cell next to it will not be affected, making this an almost perfect killer. Your problem. At first glance everything seems great, but… Why don’t we use it? The answer lies in its availability, since it is impossible to mine astatine, since with a life of 7.2 hours the clock is running against it. The only way to obtain it is to create it artificially in a cyclotron, a particle accelerator. The process basically involves firing a beam of alpha particles at a Bismuth-209 target. Now the advance that has been achieved is to create a fully automated system to produce and ship the AT-211 as quickly as possible so that it can be used. In Europe. With this advance, which has been made in Texas, processing time is reduced and the safety of technicians who do not have to handle this substance increases. And while Texas A&M resolves supply in the US, Europe is making a move. The project Accelerate.EUfunded by the European Union, was launched at the end of 2024 with a clear objective: to create a robust and sustainable manufacturing and treatment infrastructure for At-211 throughout Europe. The project focuses on especially difficult-to-treat cancers, such as pancreas, breast and brain tumors (glioblastomas), demonstrating that this therapy is a global strategic priority. The future therefore lies in the possibility of using one isotope to illuminate the tumor and then using another to kill it, inaugurating authentic personalized nuclear medicine. Images | freepik In Xataka | The most unexpected treatment against cancer is LED light, and it is giving good results

While industrial production collapses in the European Union, in Switzerland is triggered. And it is an energy issue

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In the midst of the European energy storm, Switzerland seems to live in a bubble of prosperity. In a recent publicationthe geopolitical analyst Velina Tchakarova showed how the Swiss industry continues to grow in front of the European Union. And the data does not deceive anyone: in the first quarter of this year the industrial production of the Helvetic increased 8.5% year -on -yearwhile in Germany recorded last June A 1.9%collapse, the worst data in years. The contrast is even more evident in the long term: since 2011, Swiss industrial production It has grown almost 40%in front of the German stagnation. The Swiss road. True to its neutrality, but knowing how to position itself, the Swiss industry is dominated by sectors of high added value and low relative energy consumption, like pharmaceuticals and biotechnology. But here is the most revealing: that low energy consumption is not only efficiency, but also outsourcing (a sophisticated strategy of Green offshoring). An EBP consultant study for the Federal Environmental Office (BAFU) shows that two thirds of the environmental footprint of Switzerland They are generated outside their borders. The report Umwelt Schweiz 2022 Confirm this pattern: the country reduces its internal impact at the expense of moving it abroad. There are different examples that illustrate it well: the Roche company announced in May A new biopharmaceutical plant in Shanghai, the Lonza company operating in Guangzhou Or, the most striking case, Siegfried managing a global network with headquarters in different countries that allows you to distribute phases of the chain outside the Helvetic territory. Together, these movements illustrate how the Swiss industrial “miracle” retains the added value at home while displacing the most polluting and expensive part abroad. To this is added an electrical system less vulnerable to gas: the Hydroelectricity and the nuclear They represent a good part of their mix. The Labyrinth of the EU. At this time you are going through an industrial decline: Eurostat reported that in June the production fell 1.0% in the EU as a whole and 1.3% in the eurozone. The setback It was coming last yearwhen the manufacturing volume was 2% lower than in 2022. And Ing Think analysts They warn that European industrial production It remains 5% below two years ago, a prolonged stagnation signal. To this fall is added a perfect storm: high energy costsCO₂ and an internal debate about its energy model. France, With a reactor -based systemleads the block that defends nuclear energy as a backbone of the transition. Spain and Portugal, with solar and wind abundance, demand otherwise: more interconnections and networks To take advantage of renewable surplus. In addition, it is added The tireless search by the EU of looking for another output to stock up that it is not Russia in terms of gas. While Switzerland transfers its heaviest loads to Asia, Europe is enclosed in its own rules, paying CO₂ rights that further increase its energy intensive industries. Switzerland outsourizes, Europe internalizes. Switzerland harvest added value, Europe assumes added costs. The awkward contrast. Here the paradox emerges. Switzerland exhibits an expansion industry, favorable environmental statistics and a more stable electricity supply. Everything seems to indicate that it has found the perfect formula to prosper in the midst of European chaos. For its part, the European Union is paying the price If pioneer: its factories face much higher energy costs, their energy intensive industries lose competitiveness and their governments carry the pressure of meet strict climatic objectives. But Swiss success relies on a small print. The report itself Umwelt Schweiz 2022 He admits that two thirds of the country’s environmental footprint are generated outside their borders. That is, Switzerland retains at home the added value of its pharmaceutical and technological industry, while the energy cost and pollution are transferred to other places. That apparently virtuous model implies a strategic risk: to depend on global supply chains and expose themselves to political vulnerabilities in Asia. In climatic terms, the question is inevitable: are global emissions really reduced when Switzerland “is cleaned” at the cost of others getting more? Or, in other words, isn’t its industrial miracle with another way to outsource the environmental invoice? Forecasts On paper, Switzerland seems greener and more prosperous. But the true story is told in the chimneys of China and in the closed factories of Germany. The Helvetic miracle works, to a large extent, because the energy and climatic invoice is paid by others. While industrial production collapses in the European Union, in Switzerland is triggered. However, that balance, sustained in global chains and in others, could be broken when geopolitics tightens. The real unknown is not how much the Swiss miracle can last, but who is willing to pay his invoice. Image | Freepik and Unspash Xataka | Nuclear fever in the middle of AI: Uranium rises like foam while stumble

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