software

The most profitable action of the AI ​​revolution in Spain is not a software company. It is a construction company

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We know Florentino Pérez ample by hire galactics and for his business successes, but a priori we would not easily relate him to the rise of AI. And by not doing so we would make a serious mistake, because the manager managed to see before anyone else that this was a huge opportunity… and he is taking advantage of it almost without us realizing it. what has happened. ACS is a construction company that doesn’t seem particularly fascinating. You lay bricks, asphalt and cement, but in 2025 the data tells a fascinating story. The company obtained a net profit of 950 million euros, 15% more than the previous year, and the engine of that growth was its American subsidiary, Turnerwhose contribution to the group’s results grew by 66.6% to 549 million euros. Turner doesn’t build flats or highways. Build data centers. And therein lies the crux of the matter. AI needs big construction companies. The transformation has not happened all at once. ACS has been betting on this niche for years with a simple but powerful thesis: AI requires enormous amounts of hardware, and that hardware needs equally huge buildings with cooling, energy and security. And ACS is dedicated to precisely that: to build large buildings. In Xataka Amazon is building an empire in Aragon: it has just paid 1.5 million to expand the electrical network to its fifth data center Florentino triumphs in the US. Turner arrived earlier and stronger. In 2025, ACS won several large-scale data center contracts, including the construction of a 902-megawatt center in Wisconsin as part of the Stargate program, and a stake in the $10 billion, one-megawatt Meta campus in Indiana. Those are conventional projects. They are cities whose inhabitants are servants for this new era of AI. Go for it all. As they point out in five daysdata centers generated more than 9 billion euros in sales during 2025, and ACS has already delivered more than 9 GW of capacity all over the world. That figure is extraordinary, especially considering that in all of Spain the installed capacity barely reaches 7 GW. The Spanish company that talks the least about AI has been silently one of its great beneficiaries for years. Very much in the style of Florentino Pérez, who usually maintains a relatively low profile and succeeds without making too much noise. Stocks on the rise. The market took a while to see it, but it has reacted forcefully. ACS shares have soared 115% in the last twelve months. Today they are close to 110 euros and mark historical highs while the construction sector advances (“only”) 20%. Group sales they reached 49,848 million euros, with the US and Canada contributing 63% of the total. ACS is in practice more of a North American technological infrastructure company than a Spanish construction company. It is listed on the Ibex and is chaired by one of the great football personalities, yes, but its current driving force is not here, but in the US and in the AI ​​fever. Build and Own. ACS is not limited to executing other people’s contracts: it also wants to be the owner of what it builds. In January 2026, the company completed an alliance with Global Infrastructure Partners, BlackRock subsidiaryto create a 50/50 joint venture to develop a global data center platform with an initial capacity of 1.7 GW. Already before had bought Dornanan Irish engineering company specialized in this type of infrastructure, for 436 million euros. ACS doesn’t just want to build AI data centers: it wants to own a piece of that infrastructure. The dollar as a great risk. One of the big problems with this project is the US currency. With more than 60% of its income in North America, each fall of the dollar against the euro is a setback for the Spanish multinational. The devaluation of the dollar is already greater than 10% after the last twelve months, and that has prevented Turner’s growth from being even greater. According to Renta 4 analysts, the “currency effect” subtracted more than five percentage points from the growth of net profit. And investors warn. Analysts themselves consider that the AI ​​market has already discounted a good part of future growth. At Bloomberg, the consensus is to maintain the stock with an average target price of 88 euros, which would imply a fall of 20% compared to current levels. This is what usually happens with good economic stories: when everyone knows them, they are no longer an opportunity. But at ACS they are optimistic. Although experts are cautious, at ACS they expect that spending on infrastructure quadruples from now to 2034. In fact, they expect that the benefits of 2026 will go even further than those of 2025 and exceed 1,000 million euros. If it achieves this, Florentino’s company will have completed one of the quietest and most profitable industrial transformations in the recent history of our country. {“videoId”:”x86aas4″,”autoplay”:false,”title”:”60% of the INTERNET passes through HERE: This is the LARGEST Data Processing Center in SPAIN”, “tag”:””, “duration”:”266″} Turner is ahead. According to Data Center MagazineTurner accumulated a backlog – a portfolio of confirmed orders – of $39 billion as of August 2025. It is the dominant construction company in this segment globally, although of course it has direct competitors such as DPR Construction, Holder, Skanska or AECOM. However, none have achieved the same concentration of contracts with the hyperscalers (Meta, Amazon and Microsoft). Turner has been building its reputation as a builder of this type of facility for more than a decade, and it is very difficult to replicate that advantage quickly. The irony of ACS and Spain. There is a geographical paradox in this success story: Spain and Europe have years debating on digital sovereignty, technological dependence and the need to build own infrastructure for not to be left out of the AI ​​revolution. While this debate is taking place, the Spanish company that is most building this infrastructure is doing so almost exclusively outside of Spain. As … Read more

Mobile software has become so complex that Samsung has had to add an AI to explain it to you

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There’s a feature in One UI 8.5 that says more than it seems. It’s called, in Samsung’s internal nomenclature, ‘voice settings assistant’: you ask the phone why the screen doesn’t turn off, and it explains which setting is causing it. You ask it why the volume goes down on its own, and it tells you where the setting is that controls it. In it briefing of the Galaxy S26 They mentioned it almost in passing, as a nice detail among bigger and more important news such as the 3 AIs in 1, or the spectacular screen and its privacy mode. But this also deserves some attention. For years, learning to use a cell phone was part of the deal. You scanned the menus, memorized where things were, got used to their quirks, and cursed when you changed brands and couldn’t find anything. The instruction manual disappeared many years ago because it was assumed that phones were already intuitive enough not to need it. And for a while, they have been. The problem is that phones have not stopped growing. Every generation, and I’m looking at both iOS and Android, adds settings, modes, features, and layers of customization. One UI 8.5 brings, in the AI ​​section alone, more than a dozen new functions. The Christmas tree effect: We accumulate things without getting rid of the previous ones and we end up with an unruly mammoth. The operating system of a modern mobile phone has thousands of options spread out in menus that are sometimes where you would expect and sometimes not. And when something behaves unexpectedly, finding the reason can take several minutes of searching or a simple query to Google. Or ChatGPT. Samsung has decided that the solution to this complexity is not to simplify, but add a layer to help you navigate it. The mobile phone no longer expects you to understand it: it explains how it works if you ask it. It is a pragmatic move. Manufacturers have been in a race for years to add functions that justify the annual update, and retracing that path would mean cutting features that some users do use. So the solution is not to remove, but to translate. An AI that acts as a guide within the device itself. Google already has similar functions in pure Android and the Siri that the prophets promised maybe one day it will come. What Samsung does with One UI 8.5 is go a step further: it not only takes you to the setting, but explains why that setting is affecting the behavior that misses you. It’s the difference between giving you directions and explaining the map to you. The question that remains is how far this goes. If the phone needs an AI to explain itself, The next logical step is for that AI to start making decisions for you.: not only explain why the screen does not turn off, but also turn it off when it detects that you are not using it. Some of the agentic upgrades that Samsung has presented in the S26 are already going in that direction. The cell phone that asks you what you want to do and the cell phone that deduces what you want to do are closer than they seem. In Xataka | Samsung Galaxy S26 Ultra, S26+ and S26, first impressions: a broken heart in an unprecedented commitment to AI Featured image | Xataka

There are those who claim that AI is going to kill software. Most likely, just the opposite will happen.

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It was 1993 and a young man named Marc Andreessenstill with his hair intact and a lot of ambition, set out to create a web browser with a colleague who worked with him at the National Center for Supercomputing Applications (NCSA) at the University of Illinois. They called it Mosaic. That browser allowed you to explore the newborn World Wide Web with the click of a mouse, something amazing because to date the browsers that had been developed were in text mode and were used with the keyboard. Suddenly the web could include images and even multimedia content. A little later Andreessen met Jim Clark, founder of the legendary Silicon Graphics, and he encouraged him to embark on an adventure with his web browser, so together they decided to set up their own startup and that led to the creation of one of the mythical browsers in history: Netscape. Marc Andreessen. Source: Wikimedia. That made Andreessen a multimillionaire, and from 2005 his interest changed. I no longer wanted to start a business, but rather help others start a business. He ended up founding the venture capital firm Andreessen Howoritz and became richer and richer (while losing more and more hair). His successes and bets in the technology industry are notable, but also he left some famous phrases. The most notable is probably the one delivered in 2011 when saying “Software is eating the world.” His argument was compelling: the companies that were growing the most were software or had software as one of their key pillars. He was not wrong—today these companies are absolute technological giants—and that quote became one of those seemingly immutable laws. And then AI arrived. Is AI eating software? The appearance in November 2022 of ChatGPT caused an extraordinary impact, although it had been clear for a year and a half that something was changing in the software world. In July 2021 we talked about GitHub Copilot when the conversation around generative AI was still awakening. That project allowed machines to program for us. This concept has become over the years the clearest example that AI can change things– Developers have embraced this tool like no other industry, but they know that they cannot trust her 100%. Still, we are living in an exciting time for software. One in which the rise of vibe coding is absolute. Andrej Karphaty I thought about it these days and explained that when coined the term A year ago maybe he was wrong with that way of calling it. Now he proposed changing it to “agent engineering” to reflect the type of tool it has ended up being. Be that as it may, the vibe coding/agent engineering has sparked a fever for software development. In many ways it has democratized it and turned us all into potential developers. I am experimenting myself with Open Source tools that I am modifying to my liking, and others are doing exactly the same in this era of “custom micro-applications”. But in recent days we have also experienced a disturbing phenomenon. The threat of the “SaaSpocalypse” The generative AI models and AI agents that have appeared in recent months have ended up having an extraordinary impact on the software world. In fact we are not referring to vibe coding as suchmore aimed at occasional programmers or users without knowledge who are encouraged to create their own apps. We are referring to what has happened to the large software companies that for years have controlled the market with the SaaS (Software as a Service) philosophy. This model has made it possible to convert, for example, Photoshop or Office no longer into software that was sold in boxes and you installed on your PC, but into applications that run in the cloud and that you can use from a browser. Applications are no longer applications, they are services. And you don’t pay for them by buying them at once: you subscribe to them. But AI appears to threaten that model. Last week, software companies lost a total of $300 billion on the stock market overnight. The shares of MongoDB, Salesforce, Shopify or Atlassian lost between 15 and 20% in value in a few hours, and talk of the “SaaS apocalypse” began (“SaaSpocalypse“). Source: Perplexity These falls are obvious if you take a look at Google Finance or any monitoring platform for these companies. Or if you ask Perplexity like I did, which creates a nice (and worrying) graph about some of the companies consulted: the collapse in the last month is really terrible, although it seems that the trend seems to have stopped. Be that as it may, this “SaaS apocalypse”, whether it exists or not, raises a question that is precisely in line with what Andreessen said. If software ended up eating the world, Will AI eat software? Will it kill him? Software is not going to die. Just the opposite What is happening at the corporate level with these falls has of course to do with AI, but also with the model and philosophy of these companies themselves. Those SaaS platforms that dominate the world They have not stopped abusing their dominant position for years with aggressive price increases and rigid contracts. We have seen it with companies like Salesforce, whose customers have seen prices rise 35% in the last two years, or the mind-blowing case of Broadcom, whose customers in Europe were facing price increases of 1,500% in your VMware virtualization software licenses. This has created an ideal breeding ground for clients of these and many other companies with SaaS platforms to look for alternatives, and also look for them in AI. Artificial intelligence is not only offering efficiency, but is giving many customers that “key to the cell” that allows them to escape from their suppliers, who treated them like hostages. In fact, the current correction in stock market valuations can also be understood as a post-bubble hangover from 2021, when the pandemic boosted all these companies. We saw it with … Read more

Until now “software was eating the world.” Now AI is eating software

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For years we repeated an idea that seemed indisputable: “software was eating the world.” It was the most direct way to explain why almost any sector ended up depending on an app, a platform or a cloud service. But something is beginning to change in a silent and, at the same time, tremendously ambitious way.: the artificial intelligence revolution is not only transforming entire industries, it is also putting pressure on the software industry from within. The question that begins to arise is delicate and fascinating at the same time: if AI can build custom tools in a matter of moments, what is the point of continuing to pay for rigid and standardized software that works, yes, but that often forces it to work as the platform dictates. This is the point at which the debate becomes really serious: it is not about incremental improvement, but about questioning the current model as the standard for enterprise software. The logic is aggressive, at least on paper. So we could be looking at a potentially massive change. And yes, “potentially” is the key word: there are reasons to think that this can happen, and equally strong reasons to believe that it can happen with very real limits. Software in times of artificial intelligence This may all revolve around a very earthly question: what are you paying for when you pay for software. Until now, the price included the construction of the tool, its evolution, and the cost of making it generic enough to sell to thousands of companies. If the AI ​​compresses that part and allows generate code fast and cheapthe value migrates to other places: flow design, real integration with business systems, measurable results. Bret Taylorfounder and CEO of Sierra and part of the board of OpenAI, insists that the focus must be on the value that the customer receivesnot in technology for technology’s sake. Until now, for most companies, the map was quite recognizable: either you bought a pre-packaged tool and assumed its rules, or you commissioned a custom development, usually slower and more expensive, but more tailored to what you needed. What AI introduces is an alternative that, on paper, breaks the balance: instead of choosing a piece of software, it would be enough to explain the problem and let an agent build a custom system, deploy it and adjust it as processes change. Bret Taylor describes it from Sierra’s experience with customer service agents: “Our hypothesis is that, if we move forward five years, the vast majority of digital interactions will be through an agent.” If that is true, the dominant interface of many companies would no longer be a traditional platform. Most importantly, this conversation no longer happens only at conferences or investor presentations. There are practical signs that the paradigm is, at the very least, emerging: the so-called “vibe coding” has become a reality for many non-developer users, capable of setting up a website or tools describing what they want with text. Platforms like the European Lovable They have pushed that idea to the general public: fewer technical barriersmore rapid iteration, less “project” and more trial and error. This does not mean that a company is going to replace its ERP by a system generated on the fly, but it does help to understand why the market and the industry are beginning to take the possibility seriously. And this is where enthusiasm often clashes with real enterprise. Corporate software does not live in isolation: it is attached to databases, legacy systems, identities, permissions, audits and integrations that have been working in a specific way for years. Added to this is the most delicate aspect: regulatory compliance, security and internal responsibilities, which in regulated sectors dictate what can be done and what cannot be done. Even if an agent can generate a functional system, it remains to be resolved who maintains it, who supports it, who ensures that it does not break over time, and who responds when something fails. In this area, “customized and fast” software still has many questions ahead. If all this still seems too abstract, Bloomberg provides a fairly clear thermometer: The market is already reacting as if the threat were real, although we still do not know how far it will go. The media explains that the launch of Claude Cowork on the part of Anthropic reactivated the fear of a disruption that puts pressure on traditional software. According to that text, a set of SaaS values ​​followed by Morgan Stanley as an indicator of the sector has fallen 15% so far in 2026 after falling 11% in 2025, the worst start since 2022. In addition to all this, some cited analysts suggest that right now there are no reasons to have shares of software companies in portfolio. Images | Hack Capital | Anthropic In Xataka | Meta was the big loser of the AI ​​race in 2025. She was actually preparing her big move In Xataka | AI has already destroyed the world of programmers as we knew it. Now it’s the turn of the translators

Microsoft no longer sells software: it sells inevitability

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OpenAI is no longer an entity with hybrid control and is now a fully fledged company. That is, for profit. Microsoft, which had special rights and a seat on its board, give up that position in exchange for something more stable: Guaranteed and perpetual access to OpenAI models (current and future). Freedom to create your own foundational models without restrictions. Gain independence without losing technology. Why is it important. This does not make Microsoft the owner of OpenAI, but rather the platform that turns its AI into a mass product. OpenAI can continue investigating, but Microsoft remains the one who controls access to users and companies. Distribution defines power today, even above invention. The general overview. Microsoft has been transforming its business from selling licenses to selling continuous dependency for more than a decade: Office 365 eliminated or relegated the option to purchase the software only once. Windows 10 introduced mandatory updates that turned the operating system into permanent service. Azure has tied enterprise infrastructure to its cloud. The pattern is consistent: turning tools into platforms, products into subscriptions, and options into inevitabilities. The agreement with OpenAI is not an exception, it is the culmination. In detail. Microsoft maintains something that no other actor has: Direct integration of Copilot in Office, Teams, Outlook and Windows. Large-scale business contracts that turn AI into the structural cost of digital work. Control over the point of entry: the place where millions of people work every day. The new agreement ensures that OpenAI cannot turn off the tap, and that Microsoft can expand or replace its models without depending on third parties. The strategic background. Until now, Microsoft could not develop its own AGI. Now yes. This allows you two parallel routes: Use OpenAI models in your ecosystem. Develop your own (or integrate with others) if OpenAI gets sidetracked or delayed. Gain technological freedom and commercial stability. But above all, you gain something more valuable: the certainty that AI will not be optional in your software. Between the lines. The move consolidates Microsoft as the main consumer channel for AI at work. Not by contract, but by market position. Millions of users already pay for Copilot without expressly choosing it. Companies assume it as part of the normal cost of productivity. There is no real alternative: if you work in Word, you use Copilot. If you manage emails in Outlook, you use Copilot. If you coordinate teams in Teams, you use Copilot. Yes, but. This is not the traditional technological domain. Microsoft doesn’t need to have the best AI. You just need to have the most integrated one. OpenAI can be brighter, Google can be faster, Meta can be more open (or not so open). It doesn’t matter, because none of them are inside the software where the work is done. AI is no longer an add-on. It becomes invisible infrastructure. The contrast. Other technological giants continue to bet on the excellence of the model: Everyone competes to have the best technology, but Microsoft competes for something else: to be the place where that technology is used, regardless of who created it. In summary: OpenAI is freed to grow as a company. Microsoft makes sure that no matter what happens, AI runs through its software. The rest of the industry competes to invent. Microsoft has won by distributing. Does not sell AI. Sell ​​inevitability. In Xataka | AI works better if you are edge Featured image | Microsoft

OpenAI has purchased a software called Sky. And the loser in this equation is Apple

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OpenAI has bought Skyan AI application for macOS that had not even been released on the market. Behind them are Ari Weinstein and Conrad Kramer, the creators of Workflow, the automation app that Apple bought in 2017 and became Shortcuts. Why is it important. Three people with years of experience within Apple, a deep knowledge of macOS, and a unique understanding of automation have decided it was better to build outside than inside. And OpenAI has just signed them to integrate ChatGPT precisely into Apple’s operating system. The context. Sky promised to be exactly what Siri should be by 2025: An AI that floats above your desk. Who understands what you do. That sees the context of your screen. And that executes complex actions with a simple instruction in natural language. The vision of AI-assisted computing taken to the maximum. The founders of Software Applications Incorporatedthe company behind Sky, spent years within Apple after purchasing Workflow in 2017. They left in August 2023. 26 months later, OpenAI buys them. The entire cycle has lasted less than two years. That’s speed. That’s what happens when you have a clear vision and there aren’t a hundred committees holding you back. What has happened. Kim Beverettthe third co-founder, also came from Apple. Almost ten years working on Safari, WebKit, privacy, Messages, Mail, FaceTime, SharePlay. They are product people. People who understand macOS better than almost anyone on the planet. And this is not just any startup. It’s a startup founded by people who know the ins and outs of macOS intimately, who know exactly what it can do and how to do it. And they decided that it was better to do it outside of Apple than inside. Between the lines. OpenAI does not buy Sky for the technology. Buy Sky for the talent. The twelve team members join OpenAI to, according to ChatGPT’s vice president, accelerate “deep integration with macOS.” Apple trained these people, gave them access to their systems. Now OpenAI is going to use that knowledge to build exactly what Apple should be building. Apple has been promising for months that Siri is going to improve, that Apple Intelligence It’s the future. But beyond hardware increasingly specialized in local modelswe’ve only seen delays and a fairly muted value proposition so far. Meanwhile… OpenAI has launched Atlasyour browser with deep ChatGPT integration. Now buy Sky to bring that integration to all macOS. With people who know exactly how the innards of the system work. Apple is being outplayed on its own turf. And it’s not just Sky. Jony Ive, the most important designer in Apple’s history, left in 2019. Now work with OpenAI on an AI device. With financing from SoftBank. With Sam Altman directly involved. The alarm signal. Apple has a cultural problem: it is too slow. Too cautious. Privacy is an important differentiator, but it may cost you to be left off the generative AI map. The talent that Apple trained is leaving because it can’t build what it wants inside. At least not with the desired speed. Sky will at some point arrive as an OpenAI product or as an integration into ChatGPT desktop app. But it will also be a symbol of what can be done with deep knowledge, clear vision and freedom to execute without twenty layers of approval. And now what. Apple needs speed. You need ambition. You need to be willing to take risks. Because talent doesn’t wait. And AI does not forgive slowness. In Xataka | OpenAI is already a binary bet: either get AGI, or everything blows up Featured image | OpenAI

China is taking a giant step in its quest for technological self-sufficiency: its own EDA software

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A company called Qiyunfang just done a unique presentation at the Bay Area Semiconductor Expo held in Shenzhen, China. In it he has presented two EDA platforms. And with them it has opened the door to something in which the Asian giant totally depended on the US: designing your own chips. What is EDA. Electronic Design Automation (EDA) software is the fundamental tool and the gateway to be able to design chips and printed circuit boards (PCBs). Historically, this segment has always been dominated by American companies: Synopsys, Cadence and Mentor Graphics / Siemens EDA were the absolute references. They “translate” the ideas of the engineers who design the chips, and convert them into functional plans that manufacturers such as TSMC or SMIC can manufacture. Who is Qiyunfang. This company, founded in 2023, is not just any one: it is SiCarrier subsidiarywhich in turn collaborates with Huawei Technologies. As if that were not enough, SiCarrier is a semiconductor manufacturer that has financial support from the Shenzhen government. The US had China tied. In May of this year, China began to block the export of its rare earths, and the United States responded with a blockade that was equally harmful to China: the aforementioned American companies They could no longer sell their services and their EDA software to its Chinese partners. It was one of the most effective ways to “strangle” the Chinese semiconductor industry: if you can’t design the chip, it doesn’t matter if you have factories to produce it. SMIC, for example, it’s been 20 years using Synopsys EDA design suites. With the veto he was left unable to use them. China once again opts for self-sufficiency. The solutions presented by Qiyunfang theoretically allow for domestic solutions for EDA software for both schematic designs (conceptual design) and PCB (physical design of the board). Not only that: these platforms run on a completely Chinese software stack—operating system, database, middleware. Qiyunfang is not a product, it is a break with dependency in two of the crucial stages of chip design. The key is technological independence. If these platforms comply, China will have a solution immune to sanctions, also integrated into the Chinese national technological ecosystem. The trade and technology war that the country maintains with the United States has encouraged both parties to seek precisely to avoid dependence among themselves and also with other countries. It’s the “I’ll stew it, I’ll eat it” taken to the maximum extreme. The other challenge: advanced chips. Even having its own EDA software, China still has a colossal challenge with advanced chips that use 3 and 5 nm photolithography and that take advantage of UVE technologies. They continue working on these types of systems, but until they have them, Qiyunfang’s software platforms are a fantastic option for developing more “mature” but equally important chips such as those for the automotive sector or industrial applications. China continues to move key chips. This news confirms the trajectory that Xi Jingping established with its famous “Made in China 2025” plan. It seeks to conquer the key technologies of the future: AI, robotics, automotive and of course the manufacturing of semiconductors without external dependencies are little by little a reality in the Asian giant, and this new milestone of this Chinese company seems to demonstrate it. In Xataka | Before the tariffs, China bought most of its beef from the US. After the tariffs another country has won

be the Android of the robots thanks to the software

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There are many reasons to think that Humanoid robots They will have a key role in the future. They could take care of household chores, attend at a hotel or assume risk work. However, not everyone sees it possible: Irobot’s co -founder insists that all this is a fantasy. But if that future ends up, the doubt is inevitable: what companies and countries will mark the pattern? If we had to give names, Tesla (United States) and Unitree (China) would be among the candidates, but there are many other companies in the race. Goal, known for its empire in social networks, wants to make their way in this field with a different strategy. His bet does not only go through hardware, but by something that could make a difference: the software. Goal wants to be the Android of Robotics Rumors about finishing plans In humanoid robotics they began earlier this year, and the company ended up confirming them. Recently we knew more details thanks to Andrew Bosworth, his cto, which showed In an interview with The Verge that the play is quite like What Google did with Android. Although Bosworth prevents direct comparison, which poses goal follows that script. They will continue to develop their own humanoid robots, but the differential movement is to put their software within reach of other manufacturers through licenses. The condition: comply with specific specifications, as is the case in Android. The executive makes clear why this can work. In his opinion, the true obstacle of humanoid robotics is not in the hardware, but in the software. Especially what he calls “skilled manipulation”Robots are already able to move quickly and Even giving somersaultsbut they continue to fail something as basic as holding a glass of water without spilling it. One of the central pieces of the goal strategy is in the simulation. His superintelligence laboratory works on what they call a “World Model”, a world model capable of recreating in a digital environment how a human hand should move and react. The objective is to train robots in virtual stages until they acquire sufficient skills to manipulate objects with precision. The company has also managed to bring together a singular team, with figures such as Marc Whitten, who was previously a director in Cruise, or Sangbae Kim, considered one of the great Referents in advanced robotics. Internal profiles with long experience are added to them. A mixture of external and veteran specialists of the house that reflects the ambition of the bet. The landing of humanoids will not be immediate or universal. An analysis of Bank of America details a three -phase deployment. Most likely, we will see them in controlled environments before they terrify in our homes massively. Between 2025 and 2027 humanoids will begin in very limited environments, such as factories or logistics centers, with repetitive manipulation, assembly or quality control tasks. The objective will be to accumulate real data to improve your models. By 2028–2034, with more refined designs and more reliable algorithms, they will open their way in commercial services, education or light engineering. Integrated with language models, they can interact in real time and exceed one million annual shipments. From 2035 a massive adoption is expected in homes and care to adults, with more affordable costs and much more complete functions, capable of developing in unstructured environments. The business mmodel if the CUAJA platform If the Meta Prospera Plan, the company will sell its own robots, also will license its platform. In this way, we could see the goal technology behind robots of a wide range of manufacturers. From there, plausible scenarios are opened although not yet confirmed. One of them is that complement the licenses with cloud services for training or maintenance, or even that an ecosystem of “skills” discharged as applications arises. It is a reasonable hypothesis: the more robots the system use, the more data the company would get to improve the product, creating a virtuous circle Difficult to replicate for their competitors. We will have to see if it finally advances in that direction. Google’s strategy with Android has worked. Images | Apple (series ‘Sunny‘of Apple TV+) | Dima Solomin | Mika Baumeister In Xataka | Alibaba is winning the career of the IA Open Source models. Its strategy is simple: to be tired

Mercedes has filled its screens cars. Now your software boss says that the lifelong buttons are better

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Automobiles are immersed in two revolutions. One seems to have a clear destination: the adoption of batteries for support decarbonization. The other is that of the buttons, and it is somewhat more diffuse. If a few years ago the main companies They launched into the arms of the screens Already the condemnation of the physical buttons, now there is a shy back. And, precisely, one of the cars that is returning to the buttons is the New Mercedes GLC. Yes, the one with a 39.1 -inch side screen. Mbux Hyperscreen. Presented during the Munich Auto Hall a few weeks ago, the new Mercedes GLC is a most curious electric. On the outside, it reminds us of more classic cars of the brand, but inside it is an absolute fantasy. It does not reach the end of Intel prototypes with screens everywherean idea that became ‘obscene’, but in the dashboard we have a huge screen of almost 40 inches from side to side. It’s about your Hyperscreena subway and a half screen that simulates three screens and that has the controls of the entire infotainment system, car information and, after the steering wheel, the digital velocimeter area and important details for driving. Reverse. When Mercedes designed it, he relegated absolutely all car controls to digital buttons on that touch screen. However, the industry is in a moment of change and there are brands that are rethinking those movements. Although shy, Mercedes has joined this with the aforementioned GLC, but also with the Cla Shooting Brake (Another electric). The German brand has redesigned the steering wheel to include elements that should not have disappeared from it as knobs, rollers and buttons to control important sections of the car and do not have to divert the view of the road to look at a screen. The British environment Coach He has been able to talk to Magnus Östberg, head of software in Mercedes (so he must be one of the most interested in integrating everything into the user interface of the screens), who has recognized that, perhaps, they went from futurists. The new steering wheel with buttons The buttons are better. In the interview, Östberg pointed out that wearing the buttons back to the wheel is “the easiest and most profitable way to add physical controls to cars” while maintaining cabins in which there is great importance to digital. To the surprise of few drivers, “having that balance between physical and tactile buttons is extremely important for us. We rely on the data and what is most used, and the data show us that the physical buttons are better. That is why we have put them again,” he says in a forceful way. The software chief commented that this will mark the Mercedes roadmap from now on and that, probably include more buttons. Now, it will not be in all models. Östberg points out that, while the flyers with buttons will mark the new path of the brand, those cars that will include more additional buttons, surely will be the SUV. “In the largest cars we have more freedom of space and, in addition, the buyers of these ranges care more about the buttons,” he says. This may depend on the market, since the manager suggested that there could be different flyers depending on the region. He pointed out that while Europeans want buttons, Asians prefer screens and voice controls. Climatizer controls will continue on screen Also in the industry. The truth is that Östberg’s statements do not catch us by surprise if we take into account what other companies are doing. One of those who made a big difference between the classic and new ‘cabins’ with screens everywhere is Volkswagen and, precisely, in the Munich Automobile Hall presented Your new design language for interiors of their cars: more buttons and, in addition, real buttons (Nothing of its controversial capacitive buttons). But it is not just that companies are realizing that the buttons are useful for security reasons: Euro NCAP announced a few months ago that cars will only get five stars (a very important marketing point for the user) If the basic functions continue to control with physical controls. Mazda and his “Submit me the cup”. But, while some of the companies that most bet on the buttons are collecting cable, even timidly, there are others that move in an opposite direction. I mean Mazda, the Japanese company that became resistance When betting on small screens and many buttons and that, with its last models, has given the flying to embrace the touch screens. He Mazda 6e It was a warning, but consolidation came with the Mazda CX-5 2025a car that relegated important controls to the large central touch screen. And, like Östberg, from Mazda United States, they said that drivers want … screens. But well, despite the words of the Mercedes manager, the screens will not disappear. In fact, in Autocar, the design chief of the German firm, Gordon Wagener, said that the interior of the GLC is a luxury and that they look at Apple so that the software is the differentiating point With competition. The point now is to find that average term in which the buttons and the screens of a meter and a half manage to live together. Images | Mercedes-Benz In Xataka | Volkswagen adds to an increasingly common trend: to pay a subscription so that your car runs more

The old business software guard

by

Oracle has shown that the true business of business AI is not only in creating the most advanced models, but also in sell the critical infrastructure that companies already consolidated need To implement them, shooting their pending contracts and their bag value. Why is it important. Oracle’s strategy reflects that traditional technological giants are not being revolutionary with AI, but they are using it to reinforce their market dominance. Its key advantage is not pure innovation, but the confidence, data and commercial relations built for decades with the largest companies in the world. What has happened. Oracle has reported income of 14,930 million dollars in the first quarter of its fiscal year, 12% more year -on -year. However, the most important metric were its remaining performance obligations (RPO) – futures already hired – that fired 359% to 455,000 million dollars. As a consequence, His actions rose more than 25% In operations after closing. In detail. The growth of the company is not based on creating its own models of generative, but on selling the “peaks and blades” for this revolution: Oracle Cloud Infrastructure (OCI): Competes directly with AWS and Azure to house models of the partners such as Openai and Google. Vector databases: Offers optimized databases to Embeddings vector, an essential component for AI applications such as semantic search and RAG. Integration of AI: Embeds AI functions in their existing business products such as Netsuite and Fusion. And sells updates to an already captive customer base. Yes, but. Oracle is not alone. This is a pattern that is repeated among business software giants. SAP He is doing the same with his Rise and Sap AI platform. IBM Take advantage Watsonx and Red Hat Openshift Ai for business environments. Salesforce integrates its Einstein GPT in all your CRM suite. The context. For years, many venture capital analysts and funds have considered companies such as “Living Dead” Oracle, still powerful but destined to be replaced by more agile startups. The AI ​​boom has invested this narrative. It turns out that having decades of business data, compliance with safety regulations and the confidence of technology directors is more valuable to display critical infrastructure of AI than having the most novel model of the moment. Outstanding image | Oracle In Xataka | Microsoft has just made the greatest investment in its history. And not in Openai, but in an unknown Dutch company

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