ByteDance, Alibaba and Tencent are spending $647 million on AI. Or rather: in Christmas bribes by AI

The big three Chinese tech companies have decided that the best way to get users for their AI chatbots is to literally pay them to use them. Between them, they are investing more than $2.9 billion in incentives during the Lunar New Year, the biggest Chinese holiday. It is a war with a single intention: to be the gateway for AI in the country. Subsidy war. The Chinese Lunar New Year has become another major battleground to win the AI ​​race. As they say from the LatePost newsletter (translated by Recode China AI), Alibaba leads with 3,000 million yuan (about 431 million dollars) that it will distribute to its users for its app qwenfollowed by Tencent with 1 billion yuan to yuanbaoand Baidu with 500 million. ByteDance, for its part, has secured the most expensive sponsorship of the Spring Festival Gala to promote Doubaoits chatbot that already has 100 million daily active users. In Xataka ByteDance is not satisfied with TikTok and has just started a new career: one that leads it to create its own AI chip User acquisition. Companies are using money in different ways but with the same objective: hooking users. Alibaba is subsidizing real purchases, from milk tea to hotel reservations, all through its Qwen assistant. According to Bloombergsome stores that offered milk tea have been overwhelmed by orders that had been placed through the chatbot. Tencent offers digital envelopes of up to 10,000 yuan (1,219 euros) directly in cash. On the other hand, ByteDance has taken advantage of its muscle in social networks to integrate Doubao throughout its network of applications. Between the lines. The most interesting part of all this is that it seems that none of these companies yet know how to monetize their AI tools, according to industry sources cited by LatePost. “Monetization models for Chinese AI companies remain murky, a challenge that is also reflected in the United States,” points out Shi Jialong, analyst at Nomura. They are buying users in the hopes of later figuring out how to convert them into revenue. {“videoId”:”x8jpy2b”,”autoplay”:false,”title”:”What’s BEHIND AIs like CHATGPT, DALL-E or MIDJOURNEY? | ARTIFICIAL INTELLIGENCE”, “tag”:”Webedia-prod”, “duration”:”1173″} Competence. The situation is radically different from that of a year ago. DeepSeek changed the rules of the game your R1 model last year, gaining 10 million active users in less than a month. And just as they mention in LatePost, that set off a chain reaction, causing Tencent to dive headlong into AI after years of caution, Alibaba to prioritize its Qwen app above everything (even its Quark browser), and ByteDance to accelerate its investment in talent and infrastructure. Yields. ByteDance reported net profits of about $40 billion in the first three quarters of the year, while Tencent reached $30 billion and Alibaba about $10 billion. according to LatePost. Despite having achieved lower profitability in its operations, Alibaba intends to increase its investment in AI infrastructure, specifically from 55 billion to 69 billion dollars in the next three years, as pointed out in the newsletter. ByteDance, for its part, was processing an average of 63 billion tokens daily with its AI models at the end of 2025, a growth of 200% in six months. In Xataka "The world is in danger": Anthropic’s security manager leaves the company to write poetry And now what. The subsidy war to be the gateway to China is not new. As well as remember In Bloomberg, in sectors such as shared transportation or food delivery, they have experienced this battle of companies throwing incentives at their users. And companies lose money massively until the market consolidates. The difference is that here users are not afraid to change AI models and quickly switch to the one that offers the best technical performance, as indicated the OpenRouter report. It will be interesting to see what the market share of the main AI models in China looks like when they stop flying the envelope. Cover image | Arthur Wang and Solen Feyissa In Xataka |Google is going to borrow money to pay back in 100 years. You have to believe that in 100 years Google will still be there (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news ByteDance, Alibaba and Tencent are spending $647 million on AI. Or rather: in Christmas bribes by AI was originally published in Xataka by Antonio Vallejo .

We believed Amazon was already spending too much on AI. Your answer to Wall Street: spend even more

The honeymoon between AI and Wall Street is over. Amazon knows this very well, having just received that dreaded “we have to talk” message from investors with a drop of more than 10% in its shares yesterday. It seemed that the stock markets rewarded the fact that companies They invested absurd amounts of money in AI. It is just what Amazon announced yesterday, but that strategy has had a totally negative response in the markets. what has happened. Amazon presented yesterday financial results for the last quarter of 2025. Revenue grew by 14% and net profit by 6%, modest figures that were not very popular. But above all, I did not like that Amazon announced that it estimated a capex (capital expenditure) of $200 billion in 2026 in AI. Amazing. Wall Street used to reward, now it punishes. In 2025, that capex was $131 billion, and Amazon is determined to continue betting everything on AI. Before, investors rewarded that audacity. Now they are punishing her: the shares plummeted 11% “after hours“, and it will be today when those actions start with that reflected fall. We want return on investment. That market reaction is not an isolated event. Amazon’s fall comes just hours after Microsoft or Google suffered similar falls. The market before valued the potential of AIbut now he demands return on investment more than ever and has become impatient. Big Tech had operated with a blank check, but when revenue forecasts fall short of estimates, optimism evaporates. Income grows, yes, but not that much. The real problem is the imbalance between capex and revenue growth. AWS grew a spectacular 24% in revenue, but spending is growing at an even greater rate. Google, Amazon and Microsoft are trapped in a kind of infrastructure “arms race”: the first one to stop spending loses, and that is a big problem. He who does not risk, does not gain. Amazon CEO Andy Jassy explained that “this is an extraordinarily rare opportunity to forever change the size of AWS and Amazon as a whole. (…) We are going to invest aggressively to be the leaders.” It is a speech identical to that Mark Zuckerberg said a few months ago when he said he was willing to lose hundreds of billions on AI: not investing them would be worse for Meta. But Amazon is much more than AI. There is another disturbing element in this huge bet by Amazon. The reality is that the company has many expensive fronts. From the Kuiper satellite network to compete with Starlink to the robotization of its Whole Foods logistics and other areas. When adding AI to the equation, the math doesn’t seem to work out. Optimism ends. Historically, large technology companies have taken advantage of the optimism of the market and investors to justify spending forecasts completely unrelated to their income. In 2026, with the macroeconomic situation of “we no longer like risk” —tell it to bitcoin— and the pressure for profitability, “free optimism” has disappeared. If you are going to spend like crazy, you have to raise like crazy too. Amazon is doing well, AI is not. This total commitment to AI is preventing us from seeing that the rest of Amazon’s businesses are doing very well. Online sales grew by 10% and advertising grew by a notable 23%. E-commerce, the cornerstone on which Amazon was built and operates, is funding the AI ​​party, but it is turning into a bottomless pit. Like Qatar’s GDP. According to the world bankQatar’s GDP in 2024 was $219 billion. That Amazon invests almost the same in AI data centers alone is dizzying. It is the same thing that we said yesterday about Google, which also projected a capex of 135 billion dollars by 2026. The figures are no longer dizzying: they are crazy. Beware, obsolescence. And all that investment can end up wasted, especially because there is an implicit risk in the data centers that are built: in three or five years they could become obsolete if the architecture of AI chips changes radically. It is bread for today, and hunger for tomorrow… without counting the energy factor or the water consumption. Xataka | While Silicon Valley seeks electricity, China subsidizes it: this is how it wants to win the AI ​​war

Goodbye to ultra-processed foods and spending on snacks

We knew that drugs like Ozempic either wegovy They were changing the scales of thousands of people around the world without having to undergo surgery, but what we were not so clear about was how they were doing. transforming the shopping cart. Something that fully affects the domestic economy and a change in habits that is undoubtedly the final objective of these medications. A new study. Made in Denmark and published in JAMA Network Open has put figures to a phenomenon that market analysts had been sensing for some time: these medications they not only reduce appetitebut they structurally modify what we buy, how much we spend and what sections of the supermarket we visit. His method. Until now, much of what we knew about the diet of GLP-1 users came from what they themselves reported in surveys. The problem is that sometimes humans lie or even our memory fails to remember what we really eat on a daily basis. To avoid this bias, a team led by Kathrine Kold Sørensen, from Copenhagen University Hospital, decided to go to the source of truth more objective: purchase receipts. The result. The study analyzed more than 2 million transactions from 1,177 Danish participants. By comparing receipts before and after starting treatment (between 2019 and 2022), the researchers detected an obvious change in pattern. The highlight without a doubt was the reduction in the purchase of ultra-processed foods, which fell from 39.2% to 38%. And although it may seem like little, in the control group without the drug, consumption increased. Reducing ultra-processed foods meant that the basket was filled with real food, which increased from 46.9% to 47.8%. This was combined with fewer calories being purchased per 100 grams by reducing sugar, saturated fat and carbohydrates. On the other hand, proteins began to increase. A hit to the pocket. If the Danish study focuses on nutritional quality, other recent reports focus on the economic impact. A Cornell University study published in December 2025, based on data from Numeratorreveals that the impact on spending is immediate. In the United States specifically, households with patients taking Ozempic reduced spending in supermarkets by approximately 5.5%. If we break down this reduction, spending on salty snacks, sweets, industrial pastries and cookies plummeted between 10 and 11%. On the other hand, there was a slight increase in the purchase of yogurts, fresh fruit and protein bars. Why doesn’t it happen? The key is not just willpower. Spanish experts such as Cristóbal Morales and Joana Nicolau, cited by the Science Media Center Spain, they explain that the mechanism is physiological, since the drugs act on the brain’s reward system. In preclinical studies in animals they already showed that, under the effects of GLP-1, rats lost their usual preferences for foods that are rich in fats and sugars. In humans, this means that the impulse to buy, to buy that bag of chips or that soda, simply disappears or is drastically attenuated. The small print. Not everything is good news regarding these drugs, since, as has been repeated on different occasions when treatment is abandonedpurchasing patterns partially revert to the previous ones. That is why the change in habit seems to be “rented” to the duration of the pharmacological treatment. Additionally, the study has limitations inherent to the observational design, as it does not test direct chance and there is potential “selection bias.” And people willing to share their purchase receipts and start these treatments are usually more motivated by initial health or receiving parallel nutritional advice. Images | Haberdoedas Ishaq Robin In Xataka | If you want a “miracle” weight loss drug, you no longer turn to Ozempic: the competition is beginning to surpass it

This 65-inch TV drops (again) and reaches a historic low price with which you can set up your home theater without spending a lot

For those who enjoy watching movies, series (or even football and other sports) at home and are thinking about taking the leap to do it in a big way, Hisense has a very interesting 65-inch TV. It is about the Hisense 65E63QT which stands out in features, but now also in price, since on Amazon, it has reached its all-time low: 359 euros. Hisense 65E63QT – UHD 4K, Smart TV 65 Inch The price could vary. We earn commission from these links A TV with which you can set up your own home theater will not be expensive For some time now, Hisense has been one of those firms that are surprising us with their smart TVs with a moderate price and good features and this model is a good example of this. For those looking to set up their own home theater, what is most striking is its panel 65 inch VA. This offers 4K UHD resolution and 178º viewing angles. Although it is also characterized by being compatible with image formats such as Dolby Vision and HDR10. In the audio section, on the other hand, its two speakers offer an RMS power of 14W and are compatible with DTS-X and Dolby Audio. Integrate the voice assistant Alexa and works under the operating system VIDAA (version 8.5). It also works for gaming, since it integrates a Game Plus mode and comes with a good connectivity section, since it has Bluetooth, WiFi, two USB-A ports, headphone output and three HDMI 2.1 ports. You may also be interested in these accessories for this TV PERLESMITH Tilting and Rotating Articulated Wall TV Stand The price could vary. We earn commission from these links Hisense HS3100 – Sound Bar 3.1 The price could vary. We earn commission from these links Some of the links in this article are affiliated and may provide a benefit to Xataka. In case of non-availability, offers may vary. Images | Hisense In Xataka | Best home theater projectors. Which one to buy and five recommended models from 299 to 18,000 euros In Xataka | Mega-guide to set up a home theater: projector, screen, sound system and more

Micron has emulated TSMC and is spending $1.8 billion on a RAM factory. Don’t clap yet

Taiwan is becoming one of the technological hotspots worldwide. If the country was already at the center of the technology sector because it is the home of TSMCwill now take on more prominence in the new era of AI. Your crown jewel is investing an astronomical sum in the United States and, now, the American Micron ends to close a $1.8 billion deal in Taiwan. And you can guess the goal. Keep feeding the data centers based on RAM memory. Micron. In recent weeks, Micron has been one of the big names in the technology sector. However, Crucial may sound more familiar to you. It is, or was, Micron’s brand for consumer RAM, but also for storage. Their products are very well regarded when it comes to assembling a PC in parts, but They turned off the tap at the end of last year and the last shipments will occur in February 2026. Now, Micron is shifting its focus to something much bigger and more lucrative: artificial intelligence. Specifically, supplying those same components, but to large companies that are setting up gigantic data centers. In the end, a data center It is made up of hundreds of “computers” that need both storage and RAM. The operation. Given the context, we come to the news. As the company itself has confirmedhave just signed an operation worth $1.8 billion to take over the P5 factory of the Powerchip Semiconductor Manufacturing Corporation -PSMC- company in Tongluo, Taiwan. An operation like this must pass several filters, but the company’s intention is for the transaction to be closed by the second quarter of this same 2026. They have stepped on the accelerator, and as soon as they can, they will begin to do one thing: increase the production of DRAM memory. clean room. Micron has confirmed that it is just one of the operations it is contemplating in a global expansion movement “to meet the long-term demand of its customers,” and acquiring a semiconductor factory makes perfect sense. Beyond the fact that the components and machines are different, there is something that factories of this type share: clean rooms. It is an extremely… well, clean facility stripped of any external elements. Suspended particles are kept at extraordinarily low levels, temperature, humidity and pressure are highly controlled parameters and the air is filtered numerous times per hour. Static electricity is reduced as much as possible and, ultimately, it is a clinical space so that no impurities interfere with something as sensitive as the manufacturing of semiconductors. It is, in short, like an operating room (or stricter if possible). Example of a clean room “All in one hour“Creating something like this requires a considerable investment (which is why new companies are entering to compete in the RAM segment, as rumored with Asusit is tremendously complicated), and that is why Micron has taken over existing facilities that they will only have to adapt to their activity. Besides, take the example of TSMC. In Taiwan, all components TSMC needs are “an hour” away. This allows the assembly line to be efficient, minimizing time, maximizing production and saving money. The new Micron factory will be very close to the one they already have in Taichung, being able to emulate that way of working that has led TSMC to excellence. Consumption RAM for when. Micron is expected to begin optimizing the manufacturing process in the new plant by the second half of 2027, but thanks to the context we gave before, we know that these “customers” are not those who want to assemble a PC in parts or even assemblers such as Asus, MSI, Lenovo or Gigabyte: they are the ‘Big Tech’ that are setting up data centers. In a recent interview, Christopher Moore, vice president of marketing for Micron’s client and mobile business, said the problem and the RAM bottleneck is elsewherebut also stated that this growth in data centers has gone from representing 30% of its market to 60%. He also stated that, although Crucial has disappeared, Micron will continue to supply memory to OEM manufacturers, but it is evident that the bottleneck is affecting, that prices are through the roof and that things are not looking good if you had to renew PC.E And, according to Micron’s vice president, it will continue until 2028. At least. Images | Maxence Pira, Hunter Trick In Xataka | Google doesn’t have rockets, but it is going to install data centers in space. SpaceX and Blue Origin rub their hands

In Spain, couples no longer have children, they have pets. So they are spending millions of euros on gifts for them

Recently the Royal Canine Society of Spain made an experiment curious. He asked pet owners about their Christmas plans and found that the vast majority, 85% of the dog owners surveyed, planned to buy some “detail” for their furry companions, gifts on which they planned to spend an average of 35 euros. Not only that. Good part of the people with whom the institution spoke (56%) recognizes that on occasion he has spent more money on details for his dogs and cats than for family and friends. It may seem anecdotal, but these figures tell us a lot about an expanding business that is already moving billions of euros: that of pets. Pets and Christmas gifts. Studies are just that, studies, with their strengths and weaknesses, but they help us better understand some trends. Hence the survey posted last week by the Canine Society is so interesting: 85% of those interviewed plan to buy “some detail” for their pets this Christmas, spending on average about 35 euros per head. “More and more people understand Christmas as a time to share with family… also with them,” slide the organization, which estimates that above all, toys, special snacks, beds and blankets will be purchased. Is this something so strange? No. And for two reasonsmostly. The first is that in Spanish homes it is increasingly easier to find pets than children. The second is that we think less and less about spending hundreds or even thousands of euros on our four-legged companions. It comes with taking a look at the data from the sector or even from the INE to verify it. Right now the statistical institute has 1.8 million children under four years of age registered in Spain. If we talk about pets, however, the REIAC, the Spanish Network for the Identification of Companion Animals, had around 10.2 million dogs and 967,000 cats registered in 2023. There are many, but the data falls short when compared to those managed by other institutions, such as the Statista portalor ANFAC, the Spanish association of feed manufacturers. The latest report from the employers’ association concludes that in Spain there are around 20 million petsamong which dogs (6.96 million), fish (five million), cats (4.93 million) and birds (3.23 million) stand out. A growing business. These data are interesting because they do not only tell us about the love of Spaniards to surround themselves with pets. Together they form the basis of a business that is rapidly expanding: the care of pets. He latest report of Anfaac in fact shows a growing industry, which in 2024 had a turnover 2,053 million5% more than in 2023. Spending on cat food alone skyrocketed in one year about 12%which raised the total turnover of that business niche to more than 900 million. One figure: 175,000 million. “A household with a dog or cat spends, on average, between 160 and 220 euros per year on their food, to which we must add everything related to their care and health,” they clarify to elDiario from the NIQ consulting firm. Their estimates suggest that in Spain pet food already represents a business worth more than 2.2 billion euros, a figure that rises to around 175 billion euros if we value the market internationally. Is there more data? Yes. Another clue is given to us the last barometer of petparent published by Aedpac, the Spanish Association of industry and commerce in the pet sector. Their report shows that if all the money we invest in pets is taken into account, including food, veterinarians, insurance, hairdressers, hygiene items or toys, on average a dog owner spends 1,908 euros per year. In the case of cats it is around 1,728. “It is a growing market. We have not yet reached a bubble or saturation point because it is a solid reality, not a two-day whim,” explained recently to the newspaper Five Days Ignasi Solana, general secretary of Aedpac. The sector saw “an uptick” during the pandemic, but the growth of the pet care business appears to go beyond COVID. Redirecting the business. So much so that there are already toy stores and hair salons that have redirected their businesses to focus on pet care. Even some traditional manufacturer of traditional nougat has been launched this year for the first time to the lucrative (and above all growing) pet food sector. and the experience not seem to be doing badly altogether. “In our vision of petfood “We are talking about a business that represents more than 1,600 million and has been growing by close to 30% in recent years,” comments to elDiario Pauline Worbe, from the firm Worldpanel by Numerator, who remembers that in Spanish homes there are now more pets than children. “We are talking about a sector with promising prospects.” Beyond Spain. The phenomenon is not (far from it) exclusive to Spain. In fact, it is already being felt in such powerful markets. like chinesesupporting a billion-dollar market that expects to grow strongly over the coming years. In 2023 Bloomberg Intelligence estimated that the pet industry was already around 320 billion dollars globally and would reach around 500 billion by 2030. An understandable figure if you take into account that its analysts estimate that in a few years the pet food business will grow by 52%. Images | Xan Griffin (Unsplash) and Matt Nelson (Unsplash) In Xataka | Spain is filling up with buildings with pets. The Horizontal Property Law clarifies what to do when they cause nuisance

Italy snuck a bridge between Sicily and Calabria into NATO as “military spending.” Not even tanks can cross it

The hyperbolic idea of a mega suspension bridge record to unite the Italian peninsula with Sicily is something that the Romans already dreamed of. We are talking about an infrastructure that, if carried out, would become the largest suspension bridge on the planet. However, its chronicle as the driving force of rearmament in Europe is comparable to the project of underwater tunnel between Spain and North Africa. The old dream of the Strait. The ambition to link Sicily with the Italian peninsula by means of what would be the longest suspension bridge in the world reappeared at the center of the national debate not as a technical proposal, but as a head-on crash between political power and institutional control. Although the project It has been orbiting the imagination of different governments for decades, it was the combination of Matteo Salvini’s personal impulse and the political will of Giorgia Meloni’s executive that tried to reactivate it with an extraordinary sense of urgency. However, that speed caused the breakup: the Court of Accounts, constitutional guarantor of the control of public spending and compliance with national and European standards, rejected the file considering that the 2005 competition could not legally support a work that has tripled its estimated cost, that presents significant documentary gaps and that could violate essential rules of competition and environmental evaluation. Stand by. The decision made a few weeks ago, preventive and not definitiveexposed deep fissures in the management of the project, where political urgency prevailed over internal technical warnings from the Ministry of Transportation itself, which had requested more time to complete the documentation. The duel for two. The government’s reaction was immediate and furious. Meloni accused The judges were accused of overstepping their bounds and Salvini, who had turned the bridge into a symbol of his political survival, denounced a political gesture disguised as a technical judgment. They both had to moderate tone after recognizing that, although the Court of Auditors does not have the “final word”, its reservations are binding in the sense of raising the political responsibility of the executive: if the government decides to move forward without satisfying its objections, the Court will register the reservations and send them to Parliament, leaving an official record of the risks, including legal, budgetary and procedural ones. Continue without permissions. This warning is especially important given the possibility of future litigation promoted by groups opposed to the work. Still, the law allows the government go ahead even without the full endorsement of the institution, a path that Meloni and Salvini do not rule out, although aware that putting maximum pressure on the Court could open an institutional fracture that is difficult to manage and increase the likelihood that the courts will overthrow the project in later phases. The figures and the promises. The bridge 3.7 kilometers It is not just an infrastructure: it is a political symbol. Salvini presents it as a public work most important in the worldcapable of regenerating southern Italy, generating more than 36,000 jobs, stimulating economic growth of more than 23 billion euros and reducing crossing times across the Strait ten minutes away. But these arguments compete with other factors: its cost has escalated from the 3.8 billion expected in 2005. up to 13.5 billion current, and the Sicilian railway routes remain precarious. Furthermore, the local population asks before improvements in internal mobility that an iconic megaproject and the seismic risks of the Strait, one of the most active points in the Mediterranean, still lack a fully convincing technical response. For Salvini, however, abandoning the project would mean accepting a decline in his influence within the Italian right, especially at a time when Meloni dominates the political scene and his own bases are looking for evidence that he retains capacity. The technical fissures. The decision of the Court of Auditors was based on concrete elements: missing or poorly presented documentation, procedural shortcuts, inconsistencies between old figures and current projections, doubts about compliance with European procurement standards and an environmental file that, according to the judgesis based on claims of “imperative public interest” without the required technical support. The institution denounced that part of the essential documents They weren’t even pointed out. by the ministry, forcing the magistrates themselves to identify them. In parallel, the ministry’s technicians had warned Salvini months before that the precipitation could lead to exactly this scenario. The minister decided move forward anywayaware that delaying the process would have meant admitting that the work schedule set for the end of the year was impossible to meet. That political obstinacy is now turning against him, in the form of doubts about his ability to manage such a monumental project. The labyrinth of the contest. The most explosive element for the immediate future of the bridge is the question of the tender. Salvini opted to reactivate the contract awarded in 2005 to Eurolink consortiumled by Webuild and accompanied by companies from Spain and Japan, precisely to avoid a new contest. In 2012, when the project was paralyzed, the consortium demanded 700 million euros in compensation, which it will only withdraw if works resume. But the judges have pointed out that financial changes and uncertainty about the updated cost could force a new tender, which would delay the work for years, perhaps more than a decade. Environmental objections. The government tried to shield the project with a document that proclaimed reasons of public interest imperative to overcome environmental obstacles, but the Court of Accounts he replied that these justifications lack solid technical support and do not adequately detail the impact on extremely sensitive coastal and marine areas. Thus we arrive at the executive’s attempt to present the bridge as an infrastructure of strategic value. for NATO (arguing that it would facilitate rapid movement of troops in the central Mediterranean), an idea that was welcomed with skepticism and even irony: for regional experts, the bridge would be “at most a military objective,” not an operational tool. The use of international security as an … Read more

Anthropic is spending much more money than it brings in. The question is how long can it continue like this?

How much does AI cost? That question can be answered by AWS, which has billed Anthropic a whopping $2.66 billion so far this year. The problem is twofold, because in that same period it is estimated that Anthropic has earned 2.55 billion dollars, so with that alone it has spent more than it earns. But Anthropic has many more expenses and the accounts, once again, do not work out in the AI ​​segment. Why is it important. The data revealed by Ed Zitron confirms the problem they face all AI startups: They spend (much) more than they earn, and that trend does not seem to be reversing. In fact, although these companies are growing in revenue, they are also growing proportionally in expenses. And the question, of course, is whether this pace is sustainable. The Anthropic case. According to Zitron data, in 2024 Anthropic earned between $400 and $600 million, but spent $1.35 billion on AWS, that is, 226% of its income. The trend appears to continue in 2025, because the share of spending on AWS is 104% of its revenue. It seems that things have improved, but that expense does not include what it costs Anthropic use Google Cloud infrastructureanother of its partners in all its operations. The expenditure on it is also likely to be enormous, which complicates the situation. The mystery of unexplained costs. The unaccounted cost gap is also enormous. In 2024 Anthropic’s total spending was estimated at 6.2 billion dollars. If we know that he spent $1.35 billion on AWS, there is $4.85 billion left that is not explained. That suggests that spending on Google Cloud and other operational costs is absolutely astronomical. In fact, computing costs may be much higher than we thought. Another startup desperate for investment. Meanwhile, Anthropic continues to raise capital. Zitron analysis reveals that between 2023 and 2025 achievement raise investment rounds for a total of 37.5 billion dollars (20,000 of them in 2025 alone). A good part of that money came precisely from the companies that provide infrastructure: Amazon and Google. Despite that funding, Anthropic appears as desperate as OpenAI to raise new rounds of investment. The company run by Dario Amodei recently resorted to money from Middle Eastern countries, for example. Spending continues to skyrocket. The study figures further reveal that Anthropic spends more the more time passes. In January 2024, it spent $52.9 million on AWS, but in December 2024 that amount rose to $176.1 million. In September 2025, it is estimated that spending on AWS was no less than $518.9 million: the escalation in costs is very notable. And he tightens the screws on Cursor. One of Anthropic’s most important clients is the startup vibe coding Cursor. This company has clearly been affected by that situation, and Cursor’s costs on AWS doubled from $6.19 million in May 2025 to $12.67 million in June. Just in those Anthropic months implement the so-called “Service Levels” with which it forced business customers to spend a minimum amount and pay higher rates for prompt caching, a special component designed for startups that use generative AI models for programming. What did Cursor do? Increase prices (and apologize for it) of your customer subscriptions. This can’t go on like this forever. For Zitron, always very critical of this reality of AI companies, the conclusion is clear: Anthropic’s costs are out of control. In fact, he argues that they increase practically linearly with respect to revenue, which makes their business model unsustainable. The only solution is to increase prices drastically (possibly 100%) to become profitable. The problem is that the market accepts paying twice as much at once for AI as it currently pays for. Image | Anthropic | Taylor Vick In Xataka | Anthropic says Claude Sonnet 4.5 can clone a service like Slack in 30 hours. The reality is more complicated

There is a mystery customer spending 10 billion on Broadcom chips. Nobody knows who he is and that should worry us

Charlie Kawwas, president of semiconductors at Broadcom, confirmed yesterday that OpenAI is not the mysterious client who signed up to pay $10 billion in custom chips. In September the existence of that enigmatic client became known and there was unanimity assuming that it would be OpenAI. But it turns out it’s not OpenAI. “I would love to receive a purchase order for 10 billion from my good friend Greg,” Kawwas said. referring to Greg Brockman, president of OpenAI. “He hasn’t given it to me yet.” Why is it important. During the Cold War, nuclear installations could be counted from satellites. In the AI ​​race, someone may be building the computational equivalent of a nuclear arsenal and we have no way of knowing. AI chips are the new strategic weapons. And unlike enriched uranium, they travel discreetly in commercial containers. An entity with $10 billion to spend on custom semiconductors is building AI capability on a beastly scale. The candidates. The analysis rules out the usual suspects: Meta and Google They are already known Broadcom customers. amazon has its own chip strategy with AWS. Microsoft invest through your partner-friend-enemy OpenAI. More disturbing options remain: Gulf sovereign wealth funds with technological ambitions. Government entities Americans (NSA, classified projects). Chinese actors operating through intermediaries. Apple preparing a major play in AI. This last option would be the canary in the mine to anticipate Apple’s total immersion in AI, but the parakeet Gurman has not anticipated anything, so it sounds like a very remote option. The money trail. Broadcom does not announce the arrival of these types of customers by chance. In September, CEO Hock Tan mentioned this $10 billion order because it completely changed the company’s revenue projections for 2025. Broadcom shares are up more than 53% so far this year. And in 2024 they will already double their value. The market always values ​​these secret contracts even if it does not know who signs the check. In perspective. Opacity in AI infrastructure investments has become the norm. Companies treat their component strategies as classified information. OpenAI just announced 33 gigawatts of computing capacity between agreements with NVIDIA, AMD and Broadcom. One gigawatt can cost $50 billion. The figures are stratospheric, but at least we know who signs them. The alarm signal. When $10 billion in critical technology changes hands without identification, we have a problem because computational training capacity, in the age of AI, is geopolitical power. This case is also a message about the immediate future: the next technological revolution may be developing outside of any public scrutiny. Featured image | Xataka In Xataka | Broadcom is the other NVIDIA: it enters the select group of billion dollars and does not stop growing thanks to AI

A Japanese city has had enough of its neighbors spending the day on their cell phones. So he has set a limit: two hours

“When you get on a train in Japan, most passengers are looking at their phones. They don’t do anything else.” Speaks Masafumi Kouiki, mayor Toyoake (Japan) and probably the country’s most recognizable face in the fight against addiction to smartphonesthe sleep hygiene and life away from the screens. The reason is very simple: despite the suspicion on the part of his neighbors, Kouiki has promoted an ordinance that limits the use of cell phones and tablets to two hours a day. The measure was launched October 1 and for now it has served one of the objectives that Kouiki pursued: to move consciences and generate debate. What has happened? That October has arrived with a curious legislative novelty in Toyoakea city of almost 70,000 inhabitants in Aichi Prefecture that in practice functions as a dormitory city for Nagoya. On Wednesday the 1st, a new rule came into force that restricts the time that your neighbors can spend in front of a screen for recreational reasons: maximum two hours. 120 minutes. Not one more. The measure was announced months ago, in Augustwhen it was still a proposal, and despite the huge stir that it generated has managed to move forward: in September it received the endorsement of the municipal assembly with 12 votes in favor and seven against. What does the standard say exactly? Roughly speaking, the ordinance, 2,400 charactersestablishes a limit on the recreational use of smartphones, tablets, consoles and computers. The rule applies to Toyoake residents and sets that limit at two hours a day, not counting time spent studying or working. There is an important nuance, of course: although it is an ordinance endorsed by the municipal assembly, in reality what it offers is a guidelinenot a mandatory rule. No one will check whether the residents of Toyoake conform to that standard or not. No sanctions are foreseen either. This is just a recommendation. Is it wet paper then? At all. To begin with, because Japanese culture exerts strong social pressure to follow official guidelines. Beyond its real impact, the rule has also served to open the debate on the excessive use of screens and its influence on aspects such as sleep. In fact, the same ordinance advises that younger children stop using their devices at 9:00 p.m. and those in secondary school and those under 18 should not drive them after 10:00 p.m. The objective: guarantee your correct rest. That’s all? No. On October 1, coinciding with the entry into force of the rule, the Toyoake Government sent emails to young people and parents in the city to insist on the same message. Primary and secondary school students were in fact urged to “take care of their rest and health hours” and agree with their families how much time they would dedicate to their devices. “The main objective of the ordinance is to guarantee sufficient hours of sleep,” underlines the organism. The City Council has also carried out a survey among 250 residents registered in its monitoring system and wants to find out the real scope of the guideline: whether the use of smartphones during free time, the duration of sleep or the hours of family conversation changes. TO beginning of next yearIn fact, the authorities want to do a new survey among their students. Why have they done it? To change habits. “It’s very sad to end the day looking at your phone all the time at home,” explained a few days ago Kouki a The New York Times. “I hope citizens change their behavior.” Rather than strictly limiting the recreational use of screens to 120 minutes a day, its purpose is to invite “reflection and debate” and make people think about how much time they spend on screens and until what time they do it. In 2024, a state study revealed that, on average, younger Japanese (those in primary or secondary school) invest about five hours up to date on their mobile phones. And not only that. More than 80% of Japanese people between 15 and 24 years old consider themselves “dependent” on smartphones and 14% already show symptoms of addiction. How have people responded? Depends. Not everyone has reacted equally well to Kouki’s attempts to restrict screen use. Although it is not a mandatory rule nor are there fines for breaking it, there are those who believe that the mere existence of the ordinance means an intrusion in the lives of the people of Toyoake.”In one sentence: it’s none of your business”, claims Mariko Fujie, one of the local politicians who voted against. In his opinion, there is no “scientific evidence” to support a norm that, he warns, also does not take into account the perspective of young people. “Many of my supporters find it condescending. This ordinance is complete nonsense.” Is Toyoake a unique case? Yes. And no. The Town Hall assures that theirs is the first standard of its kind in Japan. This is also presented by media such as The Japan Times either The Mainichiwhich have highlighted its pioneering nature. Whether or not this is the case, the truth is that it is not the first attempt by a Japanese public institution to put limits on the use of screens among the population. Especially among young people. A few years ago Kagawa promoted another ordinance that aimed to restrict young people’s access to video games. Their objective: that minors do not dedicate themselves to them more than one hour daily during the week, a margin that the authorities were willing to extend to 90 minutes on holidays. In Yamato, another town, they also prohibited use mobile to pedestrians while they walk. Images | Yifei Wong (Unsplash) and Launde Morel (Unsplash) In Xataka | In Europe we have a problem: we are becoming the Japan of the 21st century

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