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This is how Mario Rodríguez, CPO of GitHub, sees the future of programming

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Almost five years ago we asked ourselves Why program when a machine could do it for you?. It was July 2021 and GitHub Copilot was launched, the first major AI assistant that also boasted of being powered by GPT-3. That was quite a turning point for the world of developers, and since then we have experienced the explosion of a segment that has been the first to test the honeys of generative artificial intelligence. Among those who were at the forefront of that development is Mario Rodriguezan engineer born in Cuba but who emigrated to the US when he was 14 years old. After studying at the University of Miami, Rodríguez began working at Microsoft, and has developed his entire professional career there. In 2018, following the acquisition of GitHub by Microsoftjoined the management team as vice president of product. Since August 2024, he has been its Chief Product Officer, and therefore he is the one who decides where GitHub goes as a platform. It is an enormous responsibility considering that we are dealing with the collaborative platform that has become the social network for programmers on its own merits. A few days ago we had the opportunity to sit down to talk with him precisely to talk (“in Spanish, I prefer it, that’s how I practice it”) about the present and especially the future of GitHub, now totally involved in the generative AI revolution. The competition tightens Github Copilot was an absolute pioneer in normalizing that code generation support between 2021 and 2023, but the absolute dominance that seemed to have with the appearance of Cursor and, later, in mid-2025, with the release of Claude Code by Anthropic. In the last year and a half, Cursor’s popularity surpasses that of GitHub Copilot, at least if we take into account visits to their respective websites. Source: Sherwood News. Both AI agents have not stopped growing since then, and the popularity is moving apparently to these new platforms although GitHub Copilot still has an exceptional market share in this segment. If we talk about Claude Code, things are even more striking, because his success is such that even Microsoft engineers themselves they have been using it instead of using the company’s own alternative. The situation was so unique that Microsoft has ended canceling your Claude Code licenses to force their engineers to use Github Copilot, although there is a strong financial argument here: heavy use of Claude Code was becoming too expensive. Microsoft executives recently stated in The Informationwere very concerned about the erosion of their leadership. Rodríguez is clear that now there is more competition, but clarifies that “we knew that was going to happen“. Not only that, because he added that “competition is good. “It’s exciting for me to wake up every day and see what we have to do to continue leading.” GitHub Copilot App, currently in Technical Preview, is the company’s answer to Cursor or Claude Code. Source: GitHub. But GitHub, as he explained, is much more than GitHub Copilot, “it is a platform in itself.” That doesn’t mean they don’t continue to push that part, and in fact in May GitHub announced the launch of the preliminary version of GitHub Copilot App, which, as Rodríguez explains, solves a gap because Cursor or Claude Code (among others) offered “the Integrated Desktop Environment (IDE), which is what we didn’t have. Beyond the model: why GitHub’s strategy is not to compete in pure AI At the moment the situation is what it is: OpenAI has its AI agent for programming, called Codexbut it also develops one of the best frontier models in the world, GPT-5.5. Google, the same: it has Antigravity as an IDE, but it also has models like the recent one Gemini 3.5 Flash. Anthropic is not short, of course: it has Claude Code as an AI agent, but it also has its Claude Opus 4.7 model as a very clear reference in the field of programming and agentic software engineering. Even Cursor, which initially only had its AI agent to program, has ended up launching a surprisingly good model in programming tasks, Composer 2.5. GitHub has the tool, but not own model. For Rodríguez this is not a problem at all, because he sees GitHub as something that goes beyond the modelas a native platform for collaboration in development tasks. “For me the code repository is like a garden that is alive and there are always AI agents collaborating with the human in that repository. So, when you change one thing, people say, ‘Oh, you changed it, this has to change.’” In fact, although GitHub Copilot appeared with OpenAI models as the main protagonists, today it is a multi-model platform that works with cloud models but also with local models. Actually Microsoft does have own models like MAI“but our strategy is not the model. Where we believe the value is in the systems themselves, not in the models.” In fact, he pointed out, in the model segment things change too quickly. “Tomorrow the best will be OpenAI, the next day Anthropic, then it may be an Open Source model… what’s the difference? Every day it changes, and differentiating at that layer is very complicated, so where we are going to differentiate ourselves is in the platform itself, in our AI agent platform.” For him, GitHub’s role is differentiating because it is not an IDE or a model, but a platform. One that not only provides tools to share code and work with it, but also focuses on what he calls “macrodelegation and microsteering“(“macrodelegation and microdirection”). Macrodelegation is high-level autonomy, which makes the developer focus not on looking at each line of code, but on the results. Microsteering is the constant control to correct course, having a human being in the loop (human-in-the-loop) so that errors can be avoided and micro adjustments made. These are the options that GitHub proposes for the future, and they also focus it on two crucial tasks: “For all this to … Read more

3% of the world’s population sees the world with interference

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Imagine your life seeing the world as if you were constantly in the middle of a snowstorm. Open your eyes and let the landscape be filled with static points like when we watch television up close: a permanent spider web that always accompanies you. Many people experience this disease and are not aware of it. until they have spoken to doctors about this neurological condition. It’s what health experts have called “visual snow.” See the world with “interferences”. A study in the United Kingdom estimates that the condition of visual snow can affect up to 3% of the population. The US National Institutes of Health says there is currently no cure for this disease. The main symptom is small continuous spots in the patient’s vision.which differ in color and severity from one person to another. “It’s like a huge blanket of TV interference covering my entire vision 24/7,” patient Paris Haigh explained in this BBC article. “I can see them even when I close my eyes,” he commented. Other people have described it as a kind of pixelated vision. Others who can filter the points most of the time, but some days are harder than others. How does it work? “It consists of the constant vision of white and black dots throughout the entire visual field, which simulates vision through a grainy filter or, as many patients refer, simulates vision of the screen of a television that is turned on but not connected to the antenna, also known as white noise,” explained Dr. Enrique Santos Buesofrom the Research Institute of the San Carlos Clinical Hospital in Madrid. Certain things can make flashing spots more noticeable. For many, This is caused by fatigue, anxiety and headaches.or when they are in very bright or dark environments. The use of cosmetic products can also cause problems. Some wear glasses with orange lenses when they read. While they help with visual snow, they do not eliminate it. Digital artist Zytomania created this image to show what his own visual snow looks like. Why does it appear? The condition is caused by a problem in the way the brain handles visual information. Professor Jon Stone, professor of neurology at the University of Edinburgh, has seen several patients with visual snow: “Normally, our brains are good at filtering out visual experiences that we don’t want. This filtering system doesn’t work as well in people with visual snow, probably because parts of your brain’s visual system are overactive in a way that is not useful. It’s a bit like having tinnitus, but from your vision,” he explained. We are actually at a very early stage. 15 years ago we wouldn’t even be talking about this because no one agreed; visual snow had not even been universally accepted as a “disorder.” Some suspicions. Peter Goadsby, Professor of Neurology at the Wellcome Trust National Institute for Health Research at King’s College He says he has seen both a 7-year-old boy and 70-year-old men with this problem.. And from all countries. They all describe it the same way. That led Goadsby to conclude that, although it is activated in different ways, there must be a common underlying mechanism. There is still much to understand but something very important has already been achieved: recognition. “We found that in an area at the back of the brain, there is a particular structure that is more metabolically active and receives greater blood flow in those who suffer from visual snow. That could indicate that that part of the brain is not inhibited enough or too excited,” he detailed. difficult to detect. According to Visual Snow Initiativea US charity dedicated to visual snow research, approximately 56% of people with the condition are incorrectly diagnosed. For most, the process of obtaining a formal diagnosis was frustrating. Paris spoke to an ophthalmologist and a neurologist about the condition, but felt they didn’t know what it was. “It can feel like a made-up condition when the experts don’t know what you’re talking about,” he said. Some are shown a television with white noise and almost all exclaim, “Yes, that’s what it looks like!” And they have been like this all their lives. In Xataka | What a study that has restored life to the eyes tells us about death In Xataka | Something that until now was marginal is starting to happen to people under 30 around the world: hypertension.

Now you have an omnipotent model that reads, sees and listens. Everything at once

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Eight years ago, when Nvidia was still a company that made graphics for video games, the company pointed out to something that is starting to enter the conversation: physical robotics. They are the robots with artificial intelligence integrated to behave autonomously. Like a ChatGPT with arms, ears and eyes. It has rained a lot since then and It’s now when we’re starting to enter that future. However, Nvidia has continued to experiment with that way of making the physical and digital worlds converge, and its latest product is the Nemotron 3 Nano Omni. An AI model that sees, hears and reads the physical world. Omni Models. These models are multimodalbut in a much stricter sense. While the models we use every day require separate channels to process and generate audio, text, image and video, an omni model is designed to be inherently multimodal. This implies that they use a unique neural network architecture trained end-to-end so that the interaction between models and stimuli is more natural, faster and capable of recognizing more nuances. An example is an AI that can “see” what a camera captures, analyze the entire situation and give feedback to the user more quickly than one that can do the same, but whose text model has to ask the video model what it has seen and then generate the content. In even fewer words: it better imitates the way humans perceive and respond to the stimuli of the world. Integration. And that’s what Nvidia affirms What Nemotron 3 Nano Omni can do. In the same architecture, it is a model that integrates vision, audio and language capabilities to eliminate the fragmented workflow of current AI agents. According to the company, it is built on a hybrid architecture of mixing experts (AIs trained in various subjects) with 30 billion parameters, of which 3 billion are for inference. It has been designed as a model that is nine times faster than separate models and has three times the performance of other open omni models, consuming 2.75 times less computing power in tasks such as reasoning from a video. Okay, but why?. That is the key question, beyond the numbers and the raw capabilities of this technology. The use cases detailed by the company are the following: Agents: power those agents that navigate graphical user interfaces, reasoning based on the content on the screen and understanding what they are seeing in real time and persistently. The native input resolution is 1920 x 1080 for that HD visual understanding. Documents– Interprets graphs, tables, documents, screenshots, and mixed media inputs. Comprehension audio and video: is able to understand what he sees and hears to maintain consistency in his interpretation instead of reasoning based on disconnected models. For professionals. What is clear is that Nemotron 3 Nano Omni is not something that is launched with the goal of being something for the masses like other AI models that we see every day. Nvidia focuses it on something business, a tool that can be accessed through platforms like Hugging Face and to be deployed on local systems such as DGX Spack or Jetson. That is, it is not something available to everyone. The interesting thing is that it is a technology that is strongly pushing the narrative of agents as omnipotent entities, and it fits with the speech latest from Jensen Huang, CEO of the company, that AI will not come to take away our jobs, but to ‘micromanage’ us. Image | Nvidia In Xataka | There is a company that has grown 3,000% in the stock market, even beating the performance of Nvidia: Sandisk

It’s called AlphaGenome and it looks for the ‘flaws’ in DNA that no one else sees

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Historically, genetics has had a big problem with our body and the instruction manual that we have in each of the cells and that gives us the possibility of living: DNA. Until now, We could only understand well 2% of all our genetic materialleaving the rest of the information in a mess drawer that came to be called “junk DNA” because we did not understand what function it had in our body. But this has changed thanks to technology. The solution. Google has wanted to collaborate with science to understand much better what 98% of our DNA does that it does not encode proteins and that we did not know its reason for being. But evolutionarily, if it has not been lost over the generations, it is because it must have had some relevant function. In order to shed light on this ‘dark’ region we now have AlphaGenome, an AI model that is capable of reading massive fragments of our DNA and predicting with great precision how small mutations can alter cellular machinery and cause diseases. Like a cancer. What we know. As we have said before, genetics knows that only 2% of the human genome contains instructions for making proteins. The rest of the DNA was a mystery for a long time until it was recently discovered that “switches”, known as enhancerswho decide when, where and how much a specific gene is expressed. The problem arose when the genetic variations in these areas were difficult to interpret due to the great diversity of molecular consequences that it can cause. Until now, computational tools had to choose: either they analyzed very short sequences in great detail or they looked at long sequences in little detail. AlphaGenome has broken that barrier. A million letters. In a very colloquial way, we can understand that human DNA is made up of letters (which are the different nitrogenous bases) and their combination literally generate a language. In this case, AlphaGenome’s great technical innovation is its ability to “zoom” and “pan” at the same time. The model takes as input 1 megabase (1 Mb) of DNA sequence, which is one million letters, and predicts thousands of functional genomic clues at single base pair resolution. And this is a vital range, since genetic regulation occurs at a distance. And although in our minds we can imagine that the ‘switches’ of the different genes are right next to or above their targets, the reality is that they can be very far from it. In fact, 99% of validated enhancer-gene pairs fall within this 1 Mb range. Its importance. It may sound like technical science fiction, but the impact of an AI understanding our “junk code” has very real consequences for patients and medicine in the near future. And AlphaGenome is not just a tool for biologists; It is a key to unblock personalized medicine. One of the most important points is in what are known as ‘rare diseases’ where dedicating a research team is unfortunately not worth it due to the few people who have a disease. In this case, AI, by interpreting all the genetic material, can show many answers ‘hidden’ in that non-coding dark matter to offer new diagnostic avenues. Computer drug. The tool promises to accelerate the design of advanced therapies. By predicting how a DNA sequence affects splicing (splicing) or expression, can be used to design drugs that act on the products generated by the genetic machinery of our cells. In this way, the door is opened to these precise and very non-invasive treatments by acting on a specific protein, which reduces its side effects. Decrypt cancer. As has been demonstrated with leukemia, the model allows us to understand the most complex genetic mechanisms of this disease in which we are facing a constant struggle. It doesn’t just say “there is a mutation,” but explains how that mutation breaks cellular rules to activate an oncogene that is the precursor to future cancer. This is vital to develop drugs that attack the root of the problem and not just the symptoms. Your availability. True to the philosophy of “open science” (with nuances), DeepMind has released the model code and weights for research, in addition to provide an online API for non-commercial use. Although logically AlphaGenome is not the end of the road, it does represent the most detailed map that we have ever woven of that “dark matter” that makes us human. Images | digitale.de In Xataka | Your DNA predicts whether you are going to use cannabis (and how often): the culprit genes have already been identified

A US company sees reasons to try it in 2026

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The nuclear industry has been looking for years for the moment of SMRs, smaller, cheaper and more versatile fission reactors. A Californian startup called Deep Fission believes it has the key to getting them off the ground: bury them. 160 free atmospheres. Most of the world’s commercial reactors run on pressurized water. To do this, the water that cools the core must remain liquid at more than 300ºC, which requires an immense pressure, around 150 to 160 atmospheres. On the surface, this translates into steel vessels of enormous thickness and cost. The Deep Fission proposal harness the brute force of gravity to eliminate that problem. Placing the reactor a mile underground, inside a well filled with water, the column of liquid itself exerts a natural hydrostatic pressure of 160 atmospheres. There is no need for a complex pressure vessel: the reactor water is kept in a liquid state without wasting energy or exotic materials. There is another advantage. The second key point is the mineral environment. Instead of building reinforced concrete domes to contain radiation in the event of an accident, Deep Fission takes advantage of the environment. The solid rock at that depth acts as a natural and inexhaustible retaining wall. Petroleum engineering. What Deep Fission proposes is to use standard fuel (low-enriched uranium), but with fracking and oil drilling techniques, extracting heat as if it were geothermal. Its Gravity reactor is a 15 MW module narrow enough to fit into a drill hole about 76 centimeters in diameter. But the economic promise is immense: a cost of 50-70 dollars per MWh and an 80% reduction in civil works, which would be completed in months. There is a but. Although Deep Fission has already announced a portfolio of potential clients in Texas and Kansas, its design has an Achilles heel. At the same time that burying the reactor protects it from tornadoes, plane crashes or terrorism, it creates a logistical nightmare for its maintenance. In a normal plant, if a valve fails or a sensor breaks, technicians can access auxiliary areas by taking precautions. Here, everything would be 1.6 km deep. To refuel or repair a breakdown, the entire module would have to be hoisted to the surface using cables, as if it were a miniature submarine. Today there is no regulatory framework for “deep well reactors” anywhere in the world. Still, Deep Fission promises to have a pilot ready by July 2026.

If you really want to understand China (and how it sees the future), it’s easy: read its five-year plans

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Today’s China bears little resemblance to that of the mid-20th century, when in the time of Mao Zedong the People’s Republic decided to promote its first five year plan. ran the year 1953 and the country was preparing for the Great Leap Forwardan attempt at industrial modernization that ended with a famine with tragic consequences. Since then China has chained almost uninterrupted five-year plans, documents that help understand its evolution. Its reading is interesting now that the Central Committee of the Communist Party has launched the machinery to provide a plan for 2026-2030. Playing short or long term? On Monday Isaac Stone Fish, founder of Strategy Risk, opened a debate interesting in X: What horizon does China use when drawing up strategies? Do you focus on the long term or do you think only a few years ahead? It is not a minor issue. Stone himself brought up the subject a video released by the White House, the fragment of an interview granted by Trump to CBS in which it was pointed out that the Chinese “are playing the long game.” Click on the image to go to the tweet. “A recommended read”. “Let’s stop saying that the Chinese are playing the long game. This is orientalist nonsense that we must eradicate from our discourse with China. Read the Five Year Plan from five years ago and you will see how different China has become from what its leaders predicted. The Chinese think, like the rest of the people, mainly about the challenges they will face today and in the years to come,” claims the analyst, who assures that long-term speeches have other purposes, such as the party’s self-reaffirmation. He is not the only one who believes it. “If you are interested in reality, read the Chinese five-year plans. They are instructive,” slid another user in X. “Read a plan from five years ago. It is recommended.” But what are five-year plans? Economic and social guides, five-year guidelines that the Chinese authorities set for themselves and that basically set objectives in terms of development, industry, innovation or well-being. Also the paths to reach them. The first dates back to 1953 and since then they have been happening (with almost no pauses) with greater or lesser success, but exerting a key influence on the national evolution of the last 70 years. In fact it is not strange to hear that the turning point in China’s modern development came in 1978, with the economic reform promoted by Deng Xiaoping, which was followed shortly after by a five-year plan for the period 1981-1985. “A macro guideline”. “The five-year plan serves as a way for leaders to take stock, examine challenges and tasks, set directions and move forward. It must be followed closely, as strategic thinking and planning have become a rarity among governments,” They explain to EFE Nomura analysts. “It is a macro-level instruction or guideline for the market to know, including investors, state-owned enterprises and the public, to have the correct expectation of what government policy will be in the future,” comment in AP Li Lun, professor at Peking University. Its role is important because, as remember Neil Thomasresearcher at the Asia Society Policy Institute, marks a key difference with Europe or the US “Western politics operates through electoral cycles, but Chinese policymaking operates through planning cycles.” In the focus. That the Chinese five-year plans are being talked about right now is no coincidence. The country is immersed in the preparation of the new roadmap that will mark its steps until 2030, a complex scenario marked by the real estate crisishe weakening of domestic consumptionthe trade tensionshe youth unemployment or the aging of the population, among other challenges. A few days ago the Central Committee of the Chinese Communist Party met behind closed doors to talk about the new five-year plan, a document that will not be approved until March 2026but the one that Beijing wanted advance some keys. Among other goals, the technological self-sufficiencymaintain at a level “reasonable” of manufacturing and raise life expectancy up to the 80 years. Why is it important? Because although there is still a long way to go for the approval of the new five-year plan, in the past this roadmap has been key to understanding the priorities of the Chinese Government. Also in its development. At the end of October Nick Mash published an analysis on the BBC in which he details three occasions in which the plans have influenced the world economy: the reformist and opening trend of 1981-1984, the commitment to “strategic emerging industries” during 2011-2015 and “high-quality development” (2021-2025). Images | Dominic Kurniawan Suryaputra (Unsplash) and Chinese Communist Party In Xataka | Xi Jinping wants two things: first, to create a global center that regulates AI. The second, that it is in Shanghai

“You see the enemy before he sees you”

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Anduril Industries, the military technology company founded by the creator of the Oculus RiftPalmer Luckey, has announced a hardware solution that your company has developed in collaboration with Meta. This is EagleEye, a modular system consisting of a military helmet equipped with mixed reality glasses. The US military is already preparing to test it. The Lord of Mixed Reality. At just 20 years old, Palmer Luckey managed to dust off virtual reality technology and turn it into a mass product with the Oculus Rift. After selling his company to Facebook for $2.4 billion in 2014, he was fired two years later and changed course to found Anduril Industries. End users no longer mattered there, because the total focus was on technology with defense applications and military. Your virtual border wall or their combat drones are two good examples, but this new modular system called EagleEye returns it to its origins and to the world of augmented and mixed reality. The US Army has been looking for something like this for years.. A decade ago the US Army began working on its Integrated Visual Augmentation System (IVAS) with the aim of assisting its troops. In 2018 the army reached an agreement with Microsoftwho began to try integrate your Hololens with that orientation, but the project ended up being a failure. It was inconvenient for the soldiers, who could not or would not use it as intended. Anduril takes the baton from IVAS. In April 2025 the army managed to transfer his contract from Microsoft to Anduril, and Luckey and his team got to work on a much more versatile and modular solution. What he proposes is a family of solutions that adapt to each type of scenario: a soldier on a ground mission may need night vision and thermal sensors, but a helicopter pilot will need other things, and a mechanic repairing a tank may only need glasses. of the Meta Ray-Ban Display type that allow teleassistance for these repairs. The EagleEye family of devices precisely allows different formats to be adopted for different use cases: it is modular, or at least that is the intention. You see before they see you. In a spectacular video shared on the official Anduril Industries account on X, the company shows a video of how the glasses would work on a ground mission. As can be seen in the video, the soldier who wears them can choose different types of vision—night, thermal—and has additional information that allows him not only to monitor the position of his companions, but also to detect and even predict the position of enemies. As they indicated in the text of that publication, the idea is “See (the enemy) before being seen.” Shooting at the target with the help of a machine. In one interview at DefenseScoop Luckey explained how all these ideas were already made up and now he’s just trying to put them into practice. One of EagleEye’s options is to offer shooting assistance, and there he explained that in reality all of these ideas had already been invented and he was just putting them into practice: “Has everyone read Starship Troopers? Robert Heinlein literally came up with all of this in the 1940s. They’re not new ideas. He said, ‘Hey, you have a ballistic computer in your mobile infantry rifle, and it tells you where the bullets are going to go based on their motion, relative motion, target, wind, and the Coriolis effect.’ Well, we’re doing all that.” Dizziness, nothing. At that same conference Luckey, who admitted to being arrogant, stated that he was “the world’s best designer of vision solutions, and I’m passionate about it.” According to him, the traditional dizziness problems that virtual reality causes are already solved in their hardware because “I already fought with those problems and solved them.” The army will test them soon. The EagleEye systems will begin to be evaluated by about 100 United States Army personnel in the second quarter of 2026. Luckey assured that they are already manufacturing most of the components that will be integrated into that hardware. According to Luckey, the goal of EagleEye is “to keep the soldier alive and make him more lethal.” Cost: about $25,000. The Army expected to pay between $50,000 and $80,000 for each system when the IVAS program was started. Luckey highlighted that Anduril expects the price of its EagleEye to end up being “half of that,” but in addition, the mass military adoption of these mixed reality helmets and glasses will reduce the cost per unit to a few thousand dollars. “I firmly believe that you’re going to see AR in every soldier’s head before you see it in every end user’s head.” In Xataka | In its obsession with bringing technology to every corner of the country, China has equipped its army with augmented reality

Jensen Huang Discrepa from Musk and sees in AI a deep labor transformation

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We are seeing in real time how advances in robotics and artificial intelligence (AI) begin to mold the world in which we live. Models like him Figure 02 are already being tested in factorieswhile others such as Neo Beta have begun to reach the first homes. If some of the current projections are fulfilled, within a few years we could live in cities where Automats are everywhere. The big question is inevitable: what will happen if this scenario comes true? What will we live when I assume most of the work? For a long time, Elon Musk defends A “sustainable abundance” model, in which humans would receive a high universal income and access better health, food, housing and transport services. A future with robots everywhere According to your vision, jobs will become optional because “Probably none of us will have a job.” Not all the big names of the sector share this opinion. Jensen Huang, CEO of Nvidia, coincides with Musk that there will be a massive robots deployment, But he doesn’t believe that implies the end of work. Your bet, As he revealed in an interview with Fox Businesspasses through a smaller workday. “I have to admit that I fear that in the future we will be more busy than now. The reason is that many different things that have been done faster for a long time. I am always waiting for the work to end because I have more ideas; most companies have more ideas to pursue.” The manager argues that artificial intelligence will increase our productivity, but will also allow to have more time for leisure and personal development. That does not mean, he insists, that we will be unemployed receiving an income: “We can spend more time on weekends traveling. We come from a world with work weeks of 7 days, and now we have one of 5, and each industrial revolution leads to some change in social behavior. But I hope that the economy does very well thanks to the AI. And some works will disappear, but all the works will change as a result of the AI.” As a point, the world expense at AI reached 235,000 million dollars in 2024 and, if the current rhythm is maintained, it will exceed 630,000 million in 2028, According to IDC. In an intermediate adoption scenario, up to 30% of the hours worked It could automate from here to 2030, driven by the generative AI, The McKinsey Global Institute points out. The unknown remains which of the two magnates will succeed with its prognosis. What is clear is that both have weight interests in this new scenario: Musk plans to popularize his humanoid robot Tesla Optimus, while Huang seeks to consolidate Nvidia leadership in AI and robotic systems for companies and homes. Images | Nvidia | 1x In Xataka | Zuckerberg spent hundreds of millions of dollars in signing talents in AI. Now they are escaping through the back door

After achieving what seemed impossible, Nvidia sees his future in China threatened by something terrifying: the bureaucracy

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What is happening to Nvidia with the GPU to artificial intelligence (AI) H20 It is a real odyssey. Currently this chip is its best asset to protect its position in the Chinese market, but at the current situation it is not clear that the company led by Jensen Huang go survive In this gigantic Asian country. Interestingly, the beginnings of this GPU in China were extraordinarily promising because Their sales grew by 50% quarter to quarter since it arrived in this market in mid -2024. However, everything was complicated for Nvidia in the middle of last April. And is that the US Department of Commerce imposed new restrictions To the export to China of the H20 GPU, which in practice caused this chip to stop reaching the Chinese clients of this company. This news Nvidia’s shares sank 6% in the bag because I could no longer attend the commitments linked to the H20 GPU that it had acquired. At the beginning of July there was another unexpected turn of events. Jensen Huang met with Donald Trump and got something that seemed impossible: the trade department would allow him Sell again in China the H20 chip. Since then four weeks have passed and Nvidia continues to wait. He has not yet received the export license you need to sell this GPU in China, and, According to ReutersThe problem is that the Commerce Department is mired in the bureaucracy, which has originated a delay in the concession of export licenses that has not occurred for more than 30 years. The future of Nvidia in China is in the hands of the Chinese government This delay comes at the worst time for Nvidia. Among Chinese clients who have bought great amounts of this GPU, and that presumably plan to continue doing itare Tencent, Alibaba or Bytedance. But if the Department of Commerce takes much more the delivery of the export license to NVIDIA these commercial operations could be canceled. And it is that Jensen Huang’s company has another very important open front. The CAC is responsible for the censorship and control of the contents published in the network As We explain to you last weekthe administration of the cyberspace of China, usually known as CAC for its English denomination (Cyberspace Administration of China), he has decided Thoroughly investigate the H20 GPU. This institution is the main Internet regulatory body in China and is responsible for the censorship and control of the contents published in the Network, the supervision of technology companies and compliance with the Data Security Law and the Personal Information Protection Law. The problem that Nvidia faces now is that The CAC has decided to investigate it Because he suspects that the H20 chip could incorporate a rear door of difficult location by Chinese experts. If so, the possibility of China to use this GPU could be possible. At the moment the CAC has limited himself to questioning those responsible for NVIDIA in China and ask them to demonstrate that the H20 Chip does not represent a threat to the interests and security of the country led by Xi Jinping. As expected, Nvidia has immediately responded to the Chinese authorities and is collaborating to dissipate as soon as possible the doubts that loom about the H20 chip. According to SCMPthose responsible for the company in China have assured CAC researchers that the GPUs for the develops They do not incorporate any “back door” implemented to facilitate espionage by the US government. “Cybersecurity is of vital importance for us”, has declared A NVIDIA executive. “We have no rear doors in our chips that can give someone remote access or the ability to control them.” Probably during the next few days we will know how this conflict ends. Image | Nvidia More information | Reuters In Xataka | The US gives Huawei a great opportunity: to get its new chip for AI with the Nvidia market in China

Ouigo wanted to enter the Madrid-Galicia AVE but he already sees it impossible before 2030

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“We have no problem in competing (…) but whoever wants to come, to make the investments that it has to do and that competes on equal terms” Thus, Álvaro Fernández Heredia, president of Renfe, in the past Executive Forum where the manager approached the open door for the competitors of the trains company in Spain to take the first steps to reach Galicia, has sounded. Galicia. Renfe has entered the line between Madrid and Galicia. Although the company has had to face criticism for Do not meet the expected times and skip some stops in Zamora To reduce travel times, the Madrid-Galicia axis is working very well to the company. Only a few days ago we knew that Renfe was taking more travelers than ever. A semester of record in which this line has been key, where the train has begun to make shadow even the plane because it has better time connections if you want to travel in the day or make night and return to the origin early in the morning. The competition. A few months ago, Adif launched the Second package in liberalization of high -speed tracks. The runners are Madrid-Galicia, Madrid-Asturias/Cantabria and Madrid-Cádiz/Huelva where Ouigo, Iryo or any other company can present Renfe battle. However, this It is not expected until the next decade Because there are no trains available. Talgo has already compromised all its production of the Avril trains that work there and is aware of which roads the new owners of the company will take. This has caused a bottleneck impossible to solve if it is not renting the company’s rolling material. According to The reasonOuigo would have contacted Caf and Talgo to buy the trains but they are already committed. The only solution is to rent Renfe’s rolling material. “And if possible”. This possibility has been completely denied by Fernández Heredia, president of Renfe, with the words mentioned above. But not only that, the manager has launched a dart to his competitors, although he has not mentioned them directly, emphasizing that the one who enters the corridor will have to “compete in equal terms. And if possible, not to losses“ Public Service. Renfe’s dart is not causal. The company has long accused Ouigo of operating at losses in Spain and although the French company ensures that it is the usual strategy when entering a market and that they foresee short -term profits, the government has reached Threatening to report to the French before the European Commission. Renfe, unlike the French or Iryo, have the obligation to operate in some lines as a public service, which he weighs his results account. A good example is the Oscar Puente lamentMinister of Transportation, following his obligation to pass through Extremadura, emphasizing that this way of acting does not guarantee clean competition. More liberalizations. Renfe, for the moment, seems to be insured by the Galician corridor. The problem of the lack of trains is that anyone is worth it. Vehicles are needed that can change between Iberian and international width. This peculiarity leaves Renfe as a competitive advantage because he has some Avril who, Although not exempt from problemsnobody has. But also, Spain has to face new liberalizations very soon. Among them that of Cercanías, a very controversial area because these services are of public obligation. Only in its public services (nearby, medium distance, metric width and Avant), Renfe moved in the first semester of 2025 to 259.5 million passengers. Photo | Jose Luis Cernadas Iglesias and Patrick Janicek In Xataka | As Spain, China has built its high speed network in record time. Now face the same problem: keep it

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