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BYD promised them very happy by putting very advanced ADAS in very cheap cars. Until the RAM crisis came

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In recent years, BYD had turned its brand new advanced driving system into one of the biggest arguments to confront Tesla. And having this type of technology in affordable cars can be attractive to the consumer, but it has a cost that other companies can hardly absorb. BYD thought so, but the RAM crisis It has stopped him, and the context is now much more complicated. Prices go up. BYD just announced in China a 21% increase in the price of the ‘DiPilot 300’ option (basically its “God’s Eye” in its version with LiDAR), which goes from 9,900 to 12,000 yuan (about 1,560 euros). The company justifies the measure by the “significant increase in global storage hardware costs.” In other words, DRAM memory and storage have become so expensive that they can no longer absorb the cost without passing it on to the customer. Until now, no major manufacturer had so explicitly linked a price increase to the memory market, according to collect South China Morning Post. In detail. The ADAS Modern ones (and especially those that integrate LiDAR like those from BYD) are very demanding on memory. They need high-performance chips to process LiDAR point clouds in real time, run driving models, and store route data. The problem is that this same type of memory is being absorbed en masse by artificial intelligence data centers, which account for most of the global production of DRAM and NAND. The prices of these chips have entered what analysts call a “supercycle,” with increases that according to TrendForce are around 55-60% in conventional DRAM this year, but that in premium automotive segments (which also use DDR5) have reached up to 300% in free market price. A problem of scale. BYD’s colossal deployment makes the problem especially bulging in its case. The company has installed your “God’s Eye” system in more than 2.85 million vehicles as of March 2026, generating approximately 180 million kilometers of driving data per day, according to own data of the signature. At that scale, every extra cent in memory multiplies into millions. On the other hand, BYD closed the first quarter of 2026 with its worst net profit in three years: 4.08 billion yuan, a drop of 55% compared to the same period of the previous year, according to figures published by the company. In this context, maintaining prices without making a move has become unsustainable for the company. They are not alone. Chery, Xiaomi and the Huawei Aito brand prices have also increased on models with similar advanced driving systems in recent months. William Li, founder and CEO of Nio, counted in January that the biggest cost pressure of the year would not come from raw materials, but from memory. What changes for the buyer. The founding promise of “God’s Eye” was that autonomous driving would no longer be an expensive privilege. As we counted almost a year agothe experience of the system on the highway (even in the most economical model, the Dolphin Surf/Seagull, which sells for around 9,000 euros in China at the exchange rate) was genuinely impressive. Lane keeping was impeccable, autonomous lane changes were well executed and traffic management rivaled other premium range systems. BYD even planned to distribute it as standard in all its models, regardless of the price. Although that narrative is not dead, it is beginning to have nuances. At the moment, the version with LiDAR (the most capable) is already a payment option that has just become 21% more expensive. And now what. From Counterpoint Research they point that the blow will be uneven: low-end models simply will not carry this technology, and high-end ones have less price-sensitive buyers. The greatest impact falls on the mid-segment, where BYD’s value proposition was most disruptive. As the markets are, we will have to wait to find out what direction the company finally takes. Cover image | BYD In Xataka | Cuba is experiencing a brutal energy crisis, so a Cuban has used ingenuity to fuel his car: charcoal

The fuel crisis is putting airlines in check. And Ryanair already knows where to start cutting: Spain

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Your flight has been cancelled. Since the United States and Israel attacked Iran for the first time two months ago, fear of a new oil crisis has skyrocketed. The blockade of the Strait of Hormuz has put fuel supplies in check since then and the aviation sector has been one of the most affected. Among the consequences, we have seen a serious increase in the cost of flights but also cancellations. Ryanair is clear about where it will cut flights from if necessary. What has happened? The CEO of Ryanair has launched a new threat: “if the situation continues, the first place we have in mind are the Spanish regional airports.” The words are from Eddie Wilson and have been collected by the newspaper ABC. That “if the situation continues” refers, of course, to the oil blockades in the Strait of Hormuz. And the company has once again raised its threats against the Government of Spain. Coinciding with the day in which Aena has distributed dividends among its partners, Ryanair has taken the opportunity to confirm that it will cut 1.2 million places this summer available at Spanish airports. And asked about how they face a possible fuel shortage, Wilson has once again taken the opportunity to question the viability of their activities at Spanish regional airports. What has been confirmed? Ryanair has been warning for months that it was going to cut operations this summer at Spanish airports if the Government did not reverse the increase in Aena airport taxes in the 2027-2031 cycle. Last Monday, the airline was ratified although it did not make it clear which airports will be the most punished. They do point out that with the extension of these cuts, in 18 months they have stopped offering three million places in our country (once the summer cut is consolidated). On the contrary, Morocco and Italy will grow by 11% and 9%, respectively. Of course, it is true that Regional airports are suffering with the departure of Ryanair but the size of the cut is misleading because, at the same time, its commitment to larger airports has been maintained or even expanded. And the new threat? The new threat is the possibility of scrapping more flights if Ryanair runs out of fuel. It seems logical that when prioritizing fuel, the company opts for larger airports where the flight occupancy rate will be higher or there is a greater chance of this being the case. In the month of April we have seen many cancellations from both American companies and United either Delta even the Asian ones like Air New Zealandpassing through the entire European framework as SAS or the Lufthansa Group, Wizz Air and easyJet (among others). And the CEO of easyJet already publicly warned that the situation in Europe could become seriously complicated starting in mid-May. How much real threat and imposted threat is there in Wilson’s words? It is difficult to know because it is impossible to know how much fuel Ryanair has or to what extent the company is willing to pay for kerosene before losing money. (or not earning what they consider enough). Because? The air sector is one of the most affected by the closure of the Strait of Hormuz. The increase in fuel prices losses are skyrocketing and Lufthansa will cancel more than 20,000 flights according to Financial Times to patch the rise in prices. The result, as we see, is fewer flights, more expensive flights or airlines that take advantage of the reduction in supply to tighten the nuts more for the passengers. They are the consequences of moving with a type of fuel that very little stock is handled in warehouses. The kerosene used by airplanes is delicate to store because it can quickly lose its properties. And International Air Transport Association (IATA), already warned that rebuild damaged refining capacity in the Middle East will take months. The forecasts for summer are not good. And it is clear that, if cuts have to be made, they will be cut where the least benefit is obtained. Photo | Ryanair and Gabriele Merlino In Xataka | Airlines have found in the fuel crisis the best argument to cut your benefits as a passenger

GitHub Copilot and Claude are putting more and more fees and costs

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As end users, pay a monthly fee to use a AI model It is the norm to access more complete and powerful models. However, developers who rely on an AI model to power their tool or application pay based on the tokens of input and output that are consumed (the minimum unit of text that a model processes when we use it, so that we understand each other). Which has announced GitHub Copilot has more to it than it seems, as it will now begin charging end users through a monthly plan based on the number of tokens. And this has set off alarm bells in the sector, because it could be a move that any other company could easily end up imitating. And all in a context in which Chinese startups prices continue to drop sharply in their models. Copilot can no longer maintain its business model. GitHub has announced that starting June 1 it will stop accepting requests for its current premium plans and will begin billing for AI credits instead. Each monthly plan will include a number of credits equivalent to the price of the subscription: anyone who pays $10 per month for Copilot Pro will receive $10 in credits. From there, consumption is measured in tokens, including input, output, and cache tokens. It is a play similar to when we use a image generation model either video: a use that depends on credits and that we recharge depending on the use. The reason for the change, according to the companyis that until now a quick consultation and an autonomous programming session of several hours cost the user the same. GitHub claims to have long absorbed that cost difference, but acknowledges that the model is no longer viable. QWhat exactly changes. The base prices of the plans are not touched: Copilot Pro is still at $10. Business in 19. Enterprise in 39. But: what you buy with them is no longer the same. Previously, the limit was a number of requests. Now, each interaction with the model consumes credits at a rate that depends on the chosen model and the volume of tokens. According to the rates published by the company itself, the most advanced OpenAI models can cost up to $30 per million output tokens. On the other hand, an agentic session, where the assistant executes tasks autonomously, can easily multiply the expense of a week of normal consultations. Ed Zitron, well-known critic and technology expert, counted that, according to internal documents to which he had access, Copilot’s weekly costs had almost doubled since January, coinciding with the boom in agentic assistants. Nor is it just Copilot. According to account The Information, Anthropic has begun charging its large enterprise customers the actual cost of computing Claudeabandoning any discount. Anthropic itself briefly tested the elimination of Claude Code of its $20 per month Pro plan. Large AI companies have been taking losses on their subscription models to attract users for some time, and are now trying to pass on the real costs to those who consume the most. China does the opposite. While the West adjusts prices upwards, several of the main Chinese technology companies have adopted a completely different strategy: turning tokens into a cheap commodity, almost like a telecom distributing mobile data. DeepSeek announced this week a 90% reduction in the price of cached accesses to its API (when the model reuses already processed context), bringing the minimum entry cost to about $0.14 per million tokens. For your most advanced model, DeepSeek-V4-Prothe figure becomes 32 times cheaper per conversation than the equivalent in GPT-5.5 from OpenAI, according to company data. Alibaba, for its part, has just separated its AI business and renamed it Token Hub Business Group, making clear what its strategic commitment is. According to share According to Reuters, Chinese models cost on average one-sixth the price per token of those from OpenAI, Anthropic, and the like. Why it can work, and why it has a limit. China’s advantage in inference (the moment at which a model responds to a request) rests on cheaper electricity, software efficiency that it has had no choice but to forcefully develop by chip restrictions from Washington, and a super competitive domestic race that forces prices to constantly drop. Token consumption in China has gone from 100 billion a day at the end of 2025 to 140 billion in March 2026, according to estimates collected by Reuters. However, as the media points out, this strategy has an underlying problem: the tokens are not interchangeable. One million tokens from Anthropic’s most advanced system are worth much more than the same volume processed by an inferior model. Companies that delegate complex tasks to AI agents will end up paying for quality, not just volume. And there, the Chinese models continue to lag behind the most advanced Western ones. Cover image | Alexander Mils and Roman Synkevych In Xataka | Anthropic decided to resist pressure from the Pentagon. Since then all other technologies have folded

Putting on a bear suit to defraud more than $141,000 in car insurance seemed believable. Until it stopped being

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There are stories that seem written not to be believed. It all starts with a luxury car, a course bear attack in the middle of California and some images that, in theory, should prove everything. The story fits in appearance, damage to the interior of the vehicle, claw marks, an animal that would have entered and destroyed the cabin. However, from the first moment there is something that squeaks. It’s not so much what you see, but how you see it, as if the scene is too well constructed to be real. The story began to go wrong when an insurance company reviewed more carefully a claim registered on January 28, 2024 in Lake Arrowhead, an area of ​​California where the presence of bears is not unusual. The report described how the animal had accessed the interior of a 2010 Rolls-Royce Ghost and caused damage to the seats and doors. The images provided seemed to support it, but the company detected enough inconsistencies to take it a step further. That notice ended up triggering a formal investigation by the California Department of Insurance. When the bear didn’t look like a bear From that moment, the investigation began to reconstruct how the scene had been created. As detailed by the California Department of Insurancethe alleged attack did not have any wild animal behind it, but rather a person dressed in a bear suit. To simulate damage, they used utensils claw-shaped kitchen tools, designed to tear meat, with which they marked seats and interior panels. The objective was clear: to build visual evidence convincing enough to support the claim before the insurer. The case stopped seeming timely when investigators found more claims with the same pattern. It wasn’t just one vehicle or one insurer. Those involved filed similar requests with two other companies, alleging that a bear had caused damage to the interior of two Mercedes-Benzes on the same day and at the same location. The recordings associated with these cases showed practically identical scenes, with the alleged animal accessing the cars and moving around inside them. With several files on the table, the California Department of Insurance formalized the investigation under the name “Operation Bear Claw.” The objective was clear: to analyze the claims together, images and videos provided to determine whether they responded to real events or a montage. The investigators reviewed the material provided, compared the damage described and reconstructed the sequence of the alleged attacks. As they progressed, the coincidences stopped seeming coincidental and began to fit into the same scheme. The key finally came together when an outside specialist reviewed the recorded material. A biologist with the California Department of Fish and Wildlife examined the images and his conclusion was straightforward. The expert noted that the alleged animal was “clearly a human in a bear suit.” This technical assessment marked a before and after in the investigation, because it transformed a suspicion into a statement supported by professional analysis. One expert noted that the alleged animal was “clearly a human in a bear suit.” The next piece of the case came during the execution of a search warrant. In a home related to those involved, investigators found what until then only fit based on clues. The authorities They located a brown bear suit and kitchen tools used to tear meat. Both elements coincided with what was observed in the videos and with the way in which the damage had been caused, thus closing the circle between theory and material evidence. With the evidence now consolidated, the case moved to the judicial field. Those involved were arrested in November 2024 after the investigation. Three of them, residents of Los Angeles County, pleaded “no contest,” a formula by which they do not formally admit guilt but do not dispute the charges, in the face of accusations of insurance fraud, a serious crime. They were later convicted to 180 days in jail, approximately six months, and in two of the cases they were also ordered to pay more than $50,000 each in restitution. The economic figure helps to size the case. According to official information, the claims presented allowed those involved to obtain more than $141,000 in insurance payments. It was not a failed attempt from the beginning, but rather a scheme that managed to overcome the first filters and generate income. Only when an insurer flagged a claim as suspicious and the investigation moved forward did the case stop appearing to be an isolated incident. Although three of those involved have already been convicted, the investigation remains open. According to official information, a fourth defendant, Ararat Chirkinian, 39, is scheduled for a preliminary hearing in September. His case has not yet gone through the same phase as that of the others involved, so his responsibility within the scheme will be evaluated in the next judicial steps. The story, in that sense, is not completely over yet. The story ends as it began, with a scene that was intended to seem convincing and that, seen as a whole, was not so convincing. For a time, the plan worked and made it possible to obtain money from various insurers, but every detail that sought to reinforce the story ended up playing against him. The repetition of the same pattern, the analysis of the images and the appearance of material evidence ended up dismantling the initial version. Images | Valeriia Neganova | California Department of Insurance | Alexander Bendus In Xataka | In 2019, Elon Musk promised autonomous driving for all Teslas sold since then. In 2026, it has reversed

your dream of putting AI data centers in space is probably not feasible

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The possibility of setting up data centers for artificial intelligence (AI) in space is very attractive. So much so that several CEOs of some of the largest technology companies in the US have not hesitated to get wet and ensure that support this strategy. Jeff Bezos predicted in early October 2025 that data centers will reach space over the next two decades with the purpose of solving in one fell swoop the power supply problems currently posed by these facilities on Earth. Elon Musk did not take long to encourage the discussion even more. Shortly after Bezos’ statement posted a tweet in X in which he assured that SpaceX only needed to scale its Starlink V3 satellites equipped with high-speed laser links to bring this idea to fruition. In fact, he closed his tweet with a forceful statement: “SpaceX is going to do it”. However, the laws of physics are implacable. And SpaceX has had no choice but to acknowledge to its investors the daunting challenges that this project entails. Orbital data centers may not come to fruition According to ReutersSpaceX has delivered an official document to its investors in which it recognizes that both orbital AI data centers and human settlement on the Moon and Mars depend on technologies that have not yet been developed or tested, and that, therefore, may not be viable from a commercial point of view. SpaceX is preparing its IPOand this evaluation puts on the table the caution required by the legal obligation to be extremely honest with the risks to avoid future lawsuits from new shareholders. “Our efforts to develop orbital AI computing and in-orbit, lunar and interplanetary industrialization are in the early stages and involve significant technical complexity and the use of technologies that have not yet been tested. For these reasons they may not be able to achieve commercial viability,” SpaceX clarifies. There is no doubt that the challenges that need to be solved for data centers to reach space are colossal. The challenges that need to be solved for data centers to reach space are colossal One of them is the impact of the ionizing radiation about the hardware. This form of radiation is a type of high-frequency energy, such as X-rays, gamma, alpha or beta, which is capable of tearing electrons from atoms, thus altering the structure of molecules. In space, server chips are not protected by the Earth’s atmosphere and magnetic field, which makes them very vulnerable to ionizing radiation, which has the ability to permanently degrade them. To solve this problem it will be necessary to develop some type of shielding capable of protecting the hardware of the servers of the cosmic radiation. This requirement leads us to the next critical challenge: in space it is not possible cool servers using convectionas on Earth, because in the vacuum of space there is neither air nor water. In addition, it would be necessary to use enormous radiators. It is possible to propose several solutions to these problems, but we must not overlook that it is crucial to minimize the weight and complexity of the material that needs to be put into orbit. Otherwise its commercial viability will be non-existent. The two challenges we just delved into are probably the most difficult to solve, but orbital data centers pose more difficulties. One of them is that to deliver the gigawatts per hour they require, it would be necessary to use enormous solar panels. Furthermore, in some applications the latency that these space installations would introduce would probably be unaffordable. And, on top of that, maintaining an orbital data center would be extremely expensive. In fact, it probably wouldn’t even be economically feasible, forcing its owners to introduce massive redundancy that would push it away from profitability. Image | freepik More information | Reuters In Xataka | Elon Musk knows that TSMC is overwhelmed: Terafab is his idea to completely change the global chip industry

Two neobanks without offices are putting Spanish banks in trouble. And the worst for the IBEX is yet to come

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Revolut accumulates 6 million customers in Spain. Trade Republic has doubled its own in ten months. When Revolut grants mortgages, we will talk about a war that escalates. Why is it important. It is not common for actors outside the system to appear in a sector as large and historic as banking (without a network of branches or lobby nor the level of advertising of the large ones) and achieve a scale comparable to that of medium-sized entities, in a very short time. They have also done so by attracting younger clients with a greater propensity to operate: exactly the profile that generates the most commissions and that is most difficult for traditional banks to recover. The context. Spain has been a seemingly impenetrable financial market for years: highly banked, highly concentrated after the 2008 crisis and dominated by four or five entities that control the majority of the retail business. The digital commitment of big banks (Imagin from CaixaBank or Openbank from Santander) is working well, but the essence of the matter has not changed: they are subsidiary brands that do not threaten the core business of their parent companies. Revolut and Trade Republic, on the other hand, are independent entities with no internal conflict to resolve. In figures: More than 6 million Revolut customers in Spain at the end of 2025, with a penetration of 13% of the population, close to ING and ahead of Banco Sabadell. 3,990 million euros in total Revolut deposits in Spain according to the Bank of Spainwith a growth of 74% in 2025. 2 million Trade Republic clients in Spain, doubled in just ten months, with a projection of reach 3 million before the end of 2026. Spain is already Revolut’s second largest market in the EU, and the third globally, only behind the United Kingdom and France. The two sides of the same phenomenon. Revolut and Trade Republic attack different but complementary flanks. Revolut is going after the everyday bank: checking account, card, currency exchange, savings, personal loans, soon business credit… and considerable success when it comes to positioning itself as a card for travel or online purchases. Trade Republic goes for savings and retail investing: ETFs, stocks, cryptocurrencies and a 2.75% APR interest-bearing account with no balance limit. Together they cover practically the entire banking customer value chain retail. What used to require two or three banking relationships now fits into two applications. Between the lines. The most revealing data about Trade Republic is the speed at which they are growing: one million new users in less than a year, a rate that exceeds that which the entity itself registered in Germany during its initial expansion. It is a sign that in Spain there is a latent demand for alternatives that traditional banking has never fully satisfied, especially among the group of savers under forty years of age. The average age of the Trade Republic customer is around 35 years old. They are exactly the clients that IBEX banks need for their next decade. Yes, but. Growing customers is not the same as capturing their money. Revolut has 13% penetration in Spain but barely 0.25% of the system’s total deposits, according to a Citi analysis collected by The World. Only 1% of payrolls reach Revolut. Most of its users use it as a secondary bank: for trips, for specific payments or to park some savings with better remuneration than their usual bank. Trade Republic has not yet published its deposit figures in Spain. Traditional banking has been using this argument as a shield for some time: having many clients with a low average balance is not a business model, it is an acquisition model. The real test will come with the credit. The decisive moment. The big unknown (and the biggest threat to conventional banking) is the mortgage. Revolut has confirmed that it plans to launch it in Spain between 2026 and 2027. The model you have announced is completely digital, without negotiation: an offer. Take it or leave it. Ignacio Zunzunegui, Revolut’s growth director for southern Europe, said this in an interview with The World: “You could press a button and start being much more aggressive with credit.” If that works, Revolut stops being “your other bank” and becomes the first, as happened to ING in the first decade of the century. The mortgage is the product that anchors a client for decades, the one that generates the deepest relationship and the greatest income over time. It is the last moat that protects traditional banking. Meanwhile, its CEO has confirmed that Revolut will not go public before 2028: a company with almost 2,000 million euros of profit that prefers to remain unlisted publicly while it consolidates markets. Featured image | Sophie DupauTrade Republic In Xataka | Revolut wants more than your savings: it’s going after Spanish millionaires

OpenAI thought putting an erotic mode on ChatGPT was a good idea. His wellness advisors call him “a sexy suicide coach”

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Treat adults like adults. This is how Sam Altman announced OpenAI’s decision to allow a “adult mode” on ChatGPT to have erotic conversations. It makes economic sense since it will be a paid function, but the doubts from an ethical point of view are also there. In fact, it has been the company’s own wellness team that has been against this product, causing its launch to be delayed. Internal opposition. In an exclusive Wall Street Journalsay that earlier this year, OpenAI consulted with its board of wellness experts about ChatGPT’s adult mode and the response was unanimous: it’s a terrible idea. At a meeting, experts warned that these types of interactions with AI can foster emotional dependency, especially among younger users. One of the committee members brought up the topic of teenagers who committed suicide, allegedly encouraged by ChatGPTand said it would be like launching a “sexy suicide coach.” Demolishing. Risks. People are already forming emotional bonds with AI chatbotsif we add sexual content to the one that has the most users in the world, it is, to say the least, delicate. According to internal documents reviewed by the Wall Street Journal, the wellness council’s experts identified several problems, such as the risk of compulsive use, a tendency toward extreme content, and the displacement of real romantic relationships in favor of virtual ones. Age verification. Is the crucial step that ensures that such a tool does not end up in the hands of minor users. The problem OpenAI has is that its verification system fails more than a fairground shotgun. According to internal sources, the system failed to identify 12% of the time. It may seem like a relatively low figure, but in practice we are talking about millions of teenagers accessing this function. What OpenAI says. The company wants us to be able to ‘sext’ with ChatGPT, but with certain limits. An OpenAI spokesperson says they will block harmful content – such as sexual and child-related abuse -, will integrate safeguards such as reminding users to have relationships in the real world, and will also avoid encouraging exclusive relationships. Another measure involves monitoring the long-term effect that this adult mode has on users. Adult mode will be exclusively text and will not allow the creation of images or videos. Regarding age verification, the spokesperson states that the performance is similar to that of other industry proposals and that “they will never be totally infallible.” It was planned for the first quarter, but now that it has been postponed there is no date for its launch. Background. OpenAI already has a history of accusations related to harmful effects on mental health. One of the most famous cases It was Adam Raine’sa teenager who shared his suicidal ideations with ChatGPT. When his parents discovered the conversations, They sued OpenAI. And he hasn’t been the only one. There is several legal proceedings underway for similar cases and there have also been cases where ChatGPT has been accused of encourage delusional thoughts and cause psychotic breaks. Saying that AI is solely responsible is simplify a much more complex realitybut it is no less true that OpenAI has taken steps to make its chatbot more secure for minors and has been shown committed to taking care of the mental health of its users. That is, they recognize that the problem exists. The question now is how launching a version of the same chatbot that has sex with users fits into this discourse. In Xataka | “I can’t stop”: the addiction to talking to AI is already here and there are even support groups to quit it Image | Cottonbro studio, Pexels

two mine hunters and a fleet in the opposite direction are putting Iran in the face of Vietnam

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In the vietnam warthe United States came to deploy more than 500,000 soldiers in Southeast Asia and still failed to impose a clear victory. Decades later, that conflict remains the classic example of how an overwhelming military power can become trapped in a war that, on paper, seemed much simpler. The war begins to mutate. The war between the United States and Israel against Iran has entered a different phase because two strategic moves are happening at the same time and the satellites have clearly revealed their destinations. While the United States strengthens the region with marine units capable of rapidly deploying troops ashore, two major US ships ready to clear mines in the Gulf have appeared in Malaysiathousands of kilometers from Hormuz. There is no doubt, this combination is, to say the least, strange: if the immediate objective was to reopen the strait through a classic naval operation, those ships displaced from the East should be precisely there. The contrast suggests that Washington is beginning to assume that the problem it won’t solve itself from the sea and that the conflict can lead to a more complex and prolonged phase. Hormuz: the perfect bottleneck. The strait favors especially Iran because it turns an American technological advantage into a logistical problem. It is a passage, pardon the redundancy, narrow, surrounded by a hostile coast and saturated with underwater noise, which makes it difficult to detect mines and defend ships. As we count last week, Iran can combine speedboats, drones, mobile missiles and mines of different types to sow uncertainty with cheap means. The suspicion of a minefield is enough to paralyze navigation, trigger maritime insurance and force Washington to spend enormous resources on escorts and surveillance. The asymmetry of the mines. naval mines they explain much of the problem. Placing them is relatively simple and cheap: they can be launched from small boats, submarines or even civilian ships. However, removing them It’s much more difficult. Mine-clearing ships must move slowly, use sonar, drones and helicopters, and examine the seabed in great detail. Plus: during this process they are vulnerable to attacks from the coast. That’s why even a few devices can block an entire strait and force the world’s most powerful navy to act with extreme caution. The USS Canberra somewhere in the Middle East in 2025 Where are the minesweepers? In that context, the absence of the LCS Americans prepared for countermines is especially striking. He USS Tulsa and the USS Santa Barbara They were deployed in Bahrain precisely to replace the old Avenger minehunters retired from the Gulf. But satellite images recent ones place them on the other side of the world, in Malaysia. This means that two-thirds of the ships destined for that mission are no longer in the area where they are most needed. The decision may have tactical explanationssuch as preventing them from being exposed to Iranian attacks in port, but the result is more or less clear: the American ability to clear mines in Hormuz is now much more limited. The limits of the naval solution. Even if such ships were present, clearing the strait would not be quick, of course. They counted the TWZ analysts that the new LCS are not dedicated minehunters like the old Avenger, but rather multipurpose platforms that depend on drones, helicopters and remote sensors to locate each device. In other words, the process aims to slow and requires air protection constant. In the middle of war, with missiles and drones flying from the Iranian coastthe operation becomes even more risky and almost suicidal. That is why many analysts warn that reopening Hormuz only from the sea could lead to weeks or months. Uss Tripoli The marines arrive. This is where the other big piece of the board comes in. The United States is sending a Marine Expeditionary Unitthat is, a rapid response force of about 2,200 marines embarked on amphibious ships with helicopters, F-35B and landing vehicles. These units are designed for assault operationsraids and temporary terrain control. In the case of Hormuz, and although everything is a hypothesis, its mission could include attack nearby islands into the strait, destroy missile launchers or neutralize bases from which mines are placed. School or attack. This change implies, a priori, a conceptual shift. Instead of just escorting oil tankers and clearing mines, the United States could try to eliminate threats on land. That would mean attacks on strategic islands, military depots or launching positions off the Iranian coast. Under that scenario, amphibious operations would allow open temporary windows security for navigation, but they would also introduce US troops into a hostile environment where the enemy can respond with missiles, drones or maritime guerrillas. Marine Expeditionary Unit on the move in the Pacific The risk of escalation. The problem with this type of operation is that tend to expand. The main reason? An incursion on an island requires protecting the deployed troops. Not only that. Then you have to maintain control of the place, reinforce defenses and secure supply lines. And if Iran reoccupies the area once the marines withdraw, the cycle begins again. This is how operations intended as quick hits can be transformed into prolonged missions. The mirror of Vietnam. May the main countermine warships have fled thousands of kilometers from Hormuz while marines arrive does not suggest a simple maritime reopening operation, but rather the possibility that Washington begins to assume that the real problem is no longer just in the water, but on the coastin the islands and in the Iranian capacity to reappear again and again with mobile, dispersed and cheap means. And that brings the war closer, saving all historical distances, to a very logical similar to vietnam. Not because Iran is going to reproduce that conflict exactly, but because the central risk is the same: a technologically superior superpower enters with objectives that seem limited and rational, discovers that the terrain forces it to expand the mission, and ends up trapped in a … Read more

India has been wanting to be the new China for years. The Iran war is putting it on a plate

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The iran war is demonstrating, once again, the fragility of globalization. Just look at this graph: Graphic: Xataka The price of a barrel of crude oil has rampaged because Iran is attacking refineries, the Strait of Hormuz through which 20% of the world’s crude oil passes It is abuzz and there is instability in the ‘oil well of the world’. Refineries are targetedbut also the new mine of the world economy: data centers. Iran has attacked data centers of Amazon in Saudi Arabia and Big Tech are setting their eyes on nearby countries where they can move. And what is very attentive is an India that has been pursuing an ambitious goal for years: to become the new China. They have been tempting big technology companies for years and with the narrative of being a safe and reliable country in which to manufacture. The war in Iran is now giving it another argument: kamikaze drones do not fall in its data centers. In short. Data centers have become critical infrastructure. They are from the moment you are investing in them. more than we invested to go to the Moonthe economy of some companies and countries is being linked to their success and, above all, they have been since the AI ​​fever has put the world of hardware in an alley. In war and love, anything goes (or so some apply), and this time we are seeing how they bomb schools, hotels and data centers. On March 1 and 2, Iran attacked with its drones two of the Amazon Web Services, or AWS, facilities in the United Arab Emirates and another center in Bahrain. This has forced the technology company to pause activity in those facilities, asking that companies that had services running on their servers migrate to those in other countries. Solutions. Latency plays a fundamental role in certain operations, so they must be servers that are relatively close to those that have been attacked. And that’s where they come into play both that Amazon has in India, specifically the one in Munbai and the one in Hyderabad. These are data centers from Amazon, yes, but the country has big plans to create an industrial fabric based on this type of infrastructure. At the beginning of last year we echoed a mega data center hard to believe. When most of the world’s large facilities remain below 1 GW of energy capacity, an Indian company wants to create a single data center with a capacity of 3 GW. If we return to the Amazon centers in northern Virginia, in the United States, we see that about 300 installations add up to a total of 2.5 GW. And now India wants one to only have 3 GW. And it wants to have it by 2027, a date as ambitious as its own dimensions. Rain of millions. It is estimated that such a facility would cost between 20,000 and 30,000 million dollars, but it is something that today’s India cares little about: they are burning money to attract industry and steal what they can from China. The country has been offering hundreds of millions of dollars to each technology company that wants to settle in its territory. It’s not just money. India is developingits market is growing and something important: young Chinese are increasingly more qualified and labor is getting more expensive. A cheaper workforce in India, added to government incentives, are two powerful arguments for some giants in the technology sector to move to the country. And, little by little, they are achieving it. Xiaomi, Motorola and even Huawei manufacture complete models of some of their lines in India. Asus, HTC, Samsung, Microsoft and LG have plants for some parts and Apple has taken the production of parts to India. old iPhone models. Another one is Micron, one of the main players in the memory segment. tempting everyone. The country wants more and it is gone sitting with representatives of heavyweights such as the aforementioned Apple… and Samsung. They want the South Koreans don’t just make a few piecesbut rather that they invest in artificial intelligence, hardware and in something that India is eagerly seeking: semiconductor research and development. Samsung is one of the world’s leading foundries and is investing millions outside of South Korea. India seeks to be part of that equation. To do this, they have something called PLI. This is a government initiative that encourages the production of a complete portfolio of products. That is to say: the more complete products a same brand manufactures in the country, the more incentives and economic advantages it receives. They also promise less economic friction with the West, although looking at the issue of tariffs and their ups and downs, it is something that can change from one day to the next. And it’s not all about pure and simple money: India is the most populous country on the planet and it is estimated that the average level of income will continue to rise over the next five years, which also “promise” a good national market for those products that companies manufacture on their soil. The Bangladesh Hi-Tech Park project And the result, with Hyundai being the only one with a significant presence and many open fields, buildings under construction… broken dreams. According to estimates, electronics manufacturing in India was a market of 115,000 million dollars and it is expected triple it by 2027. My colleague Laura already detailed that they were executing the technique of being a steamroller based on releasing billsalthough two things must be said. The first is that one of those objectives, the become the foundry of the worldit’s going to be complicated. TSMC is leading the conversation and is moving both on home soil -Taiwan- and in Europe and, above all, the United States. And what is truly worrying for the country is that, in this search for talent at all costs, it has invested a lot of money in the construction of technological cities that … Read more

Delays and cancellations are putting a hole in Renfe’s accounts. So he’s going to start his own bus company.

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Renfe Viajeros… by bus. That has been one of the usual trends in recent months, with the company plagued by incidents that have prevented it from providing the service normally. The situation has been so complicated that, it is estimated, the impact of alternative services exceeds 10 million euros each year. The solution: create your own bus network. And Renfe is already looking for a partner. Looking for a partner. The information is brought The Countrywhere it is stated that Renfe is looking for a partner to start its own bus company. The idea would be very simple: Renfe would control 49% of the company and 51% would fall on the side of the collaborator. According to the newspaper, the proposal has already passed the board of directors of Renfe and Renfe Viajeros. Now, therefore, it remains to carry out the tender so that those companies that are interested in offering support to Renfe can sign up. The initial idea would be to have dozens of buses (between 50 and 100, according to the newspaper) to provide service in specific contexts. In Xataka We have contacted Renfe but when we wrote these lines we have not received a response. Because? Because Renfe is spending money on offering an alternative on wheels to its customers. When an incident interrupts the service, Renfe has to have a alternative road transport system. Right now, he has to pay an outside company, renting the buses and related expenses, such as staff. Having its own fleet would entail an expense of around 60 million euros, according to the initial accounts that have been raised. However, the newspaper points out that there are savings of between 90 and 130 million after a decade. That is, each year on average you would be saving about 10 million euros or a slightly higher figure. From the media they collect that the model used will be that of “negotiated procedure with advertising”. This means that Renfe will receive proposals but will be able to negotiate the conditions with the companies that have a more solvent offer. It is an exceptional procedure in the public procurement system. Exceptional situation. The premise, therefore, is to have a fixed fleet of buses and drivers, without having to subcontract and pay others to perform exceptional road services. Until now, the company has to search the market for drivers and buses that are available when a line is cut due to an unforeseen event. In recent years, the problem has been especially serious for the company. The DANA of Valenciathe fires in Galicia and León and the recent cutting of the southern corridor as consequence of the Adamuz accident in Córdoba has forced Renfe to maintain active service with buses for weeks. What does Renfe expect? Attract companies that have been seeing their business contract. And since The Country They point out that Renfe believes that there is more than enough business to keep the contracted buses active for at least 10 years. In fact, the contract would be for a decade, extendable to another five years, and they say that demand peaks could multiply current ones by nine. The movement could be interesting for bus companies because, right now, There are route tenders that are half dead and in which work is done with very low demand. Some of these companies would find a new outlet for their vehicles with each Renfe breakdown or incident in the infrastructure. In addition, it must be taken into account that the impact on the accounts may be greater when the incident (such as those described above) is not scheduled because forces Renfe to enter a market with few drivers and with companies that know the urgency of the company. Forced. It must be taken into account that a good part of Renfe’s business continues to be public. Therefore, you have the obligation to provide an alternative service when incidents occur on high speed but also if, for example, there are incidents on Cercanías or Rodalies. Any improvement in facilities that requires the interruption of rail traffic is replaced with buses. Photo | Pablo Nieto Abad and Fabio Romano In Xataka | Spain thought that Spain could manufacture the perfect trains for Spain. The reality: Spain is already looking for trains in Germany

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