States

Intel has gone from mastering the world to being a forced partner of the United States. They are bad news for Europe

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Intel has just sold 10% of your company to the United States government for 8,900 million dollars. The operation confirms what many suspected: the most iconic chips manufacturer in the world can no longer survive without state help. The panoramic. For three decades, the ‘Intel Inside’ stickers glued to millions of computers symbolized US domain in semiconductors. Intel and Microsoft created The era “wintel” that defined personal computing. In 2009, the Obama administration even presented antitrust charges against Intel for its dominant position. Today, the company is worth 108,000 million dollars while Nvidia, its former subordinated, reaches 4.3 billion. What has happened. Last Friday, Donald Trump announced that the United States acquired 10% Intel in exchange for promised funds under the CHIPS ACT They never arrived. It is not technically a rescue, but it looks a lot. Trump sold it as a big business: “I paid zero for Intel, it is worth approximately 11,000 million dollars” (capital letters are yours). The reality is more complex: Intel had been waiting for those 8.9 billion already committed by the previous administration for months. The company desperately needed money: Its foundry division lost $ 13.4 billion last year. He has fired between 8,000 and 10,900 workers. And the most worrying: not even Intel’s own product teams want to use their factories, preferring that TSMC manufactures their chips. Why is it important. This operation marks a turning point on three critical fronts: For Intel, It means losing business autonomy. 76% of their income comes from abroad, with China representing 29%. Now each decision will be under the political scrutiny of his government. As the company itself warns in regulatory documentsthis could “cause adverse reactions of investors, employees, clients, suppliers, foreign or competitors.” For the United Statesrepresents the return of state capitalism in technology. It is the first direct government intervention in a company from the rescue of the 2008 automobile industry. Trump has already suggested that there will be more: “I will make agreements like this for our country constantly.” For Europethis is especially worrying. The European Union partially depends on Intel for its ambitions of technological sovereignty in semiconductors. If the largest Western chips becomes an instrument of American industrial policy, Europe is in an even more vulnerable position against Asia. The Trump government has already asked TSMC to help rescue Intel factories. Also He took a “golden action” in Nippon Steel and Plan to stay with part of the sales that Nvidia and AMD make to China. The message is clear: the semiconductor industry is now a national security issue. Between the lines. Intel’s fundamental problem is not solved with public money: Intel failed in smartphones when he rejected to make chips for the first iPhone. He was late to AI while Nvidia was ahead. And he lost his leadership in manufacturing against TSMC, which not only has better technology but A superior business model As a pure foundry. As pointed out Intel’s CEO himself, Lip-bu Tan, “twenty or thirty years ago we were leaders. Now the world has changed. We are not among the ten main semiconductor companies.” Its survival depends on the success of the 18A manufacturing nodehis latest technological commitment. And now what. Intel is now a company supported by the State, something that its own managers warned could scare customers. Meanwhile, Trump promises more similar agreementseven suggesting the creation of an American sovereign fund with participations in technology companies. For competitors, this creates a scenario of unfair competition: AMD, Qualcomm and other companies now compete against a rival that has the US government as the main shareholder, with all that that implies in terms of government contracts and political decisions. Senator Rand Paul He summarized it With irony: “If socialism is the Government possessing the means of production, wouldn’t the government be having part of Intel a step towards socialism?” Paradoxically, Bernie Sanders, a declared socialist, applauded the measure. Intel went from being the symbol of American technological capitalism to become his first large semi-nationalized company of the 21st century. For Europe, which struggles not to be behind the technological career, it is an alarm signal: the era of the free market in semiconductors is over. In Xataka | Intel’s fall symbolizes the end of an era: the model that dominated technology for 50 years has died Outstanding image | Xataka

Huawei says that it has resolved a technological challenge that will trigger China’s competitiveness in the United States

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In the field of hardware development for artificial intelligence (AI) China is advancing with the hand brake. The impossibility of accessing equipment extreme ultraviolet photolithography (UVE) that designs and manufactures the Dutch company ASML prevents Chinese chip manufacturers Produce GPU for comparable to the most advanced that manufacture NVIDIA, AMD or brains, among other western alignment companies. In addition, for the moment the Chinese chips manufacturers They are not producing solutions capable of competing with the most advanced memories manufactured by South Korean companies Samsung and SK Hynix, or the American Micron Technology. GPUs for Ia work side by side with HBM memory chips (High Bandwidth Memory). In fact, its performance is largely conditioned by these memories. As the editors of SEMIANALYSISthe total bandwidth of the HBM3 memory chips that live with some of THE GPU FOR THE MOST ADVANCED Nvidia or AMD exceeds 819 GB/s, while DDR5 and GDDR6X memories reach much more modest 70.4 GB/Sy 96 GB/s. HBM3E memories and future HBM4 are even better. Chinese manufacturers of this type of chips do not yet produce this kind of memoirs, but a filtration ensures that Huawei will change this scenario today. Huawei plans to give China the impulse it needs in the memoirs According to SCMPthe Chinese state medium Securities Times has revealed that Huawei is about to present a technological advance that seeks to reduce China dependence on HBM memory chips from abroad. According to this source Huawei will officially announce its technological milestone within a few hours, during the celebration in Shanghai (China) of the Application Forum and Development of Reasoning of Financial 2025. In a HBM3E stack the XPU and the HBM memory are linked through more than 1,000 drivers At the moment we do not know anything else, but it is reasonable to anticipate that what Huawei will produce your HBM3 and 3E memories. And it is that manufacturing these integrated circuits is complex because they require stacking several DRAM chips and implementing an interface between the XPU (Extended Processing Unit) or extended processing unit and extraordinarily dense HBM chips. As a button shows: in a HBM3E stack the XPU and the HBM memory are linked through more than 1,000 drivers. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027. SK Hynix leads the HBM memories market with a shocking authority. Your market share Broken 70%so that the remaining 30% are distributed by Samsung and Micron Technology. Behind them they step stronger and louder the Chinese chips manufacturers of Yangtze Memory Technologies Co. (YMTC) and CXMT, who have chosen to compete in this attractive market deploying a very aggressive price policy. CXMT in particular has increased its production capacity of DRAM chips almost five times during the last four years, which has allowed it to increase its global market share Until a very worthy 9%. More information | SCMP In Xataka | Chinese memory chips manufacturers are a nightmare for the US and South Korea. There is a lot at play

The state of the ISS is so alarming that the United States and Russia have sat at the table for the first time in eight years

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You have to look back until October 2018 to find the last time that NASA’s top people and her Russian counterpart, Roscosmos, the faces were seen. The launch of the Crew 11 mission has served as an excuse for them to meet again. A meeting to save the furniture. The new general director of Roscosmos, Dmitry Bakanov, traveled for the first time to the United States last week to witness the launch of the SPACEX CREW-11 MISSIONin which two American astronauts, one Japanese and a Russian one flew to the International Space Station. Bakanov took advantage of the trip to meet with NASA’s acting administrator, Sean Duffy. On the table, the future of a space station that ages by leaps and bounds and The road map for withdrawal in 2030. NASA and ROSCOSMOS are needed. In a global context where war and other geopolitical tensions have affected almost all areas of cooperation, the International Space Station and the exchange of seats in Crew Dragon and Soyuz ships remains one of the few bridges standing. But this has been the first high -level meeting in almost eight years, especially since the previous Chief of Roscosmos, Dmitry Rogozin, adopted a belligerent rhetoric against his US partners. According to the Russian state agency TassBakanov and Duffy agreed to extend the shared use of the International Space Station until 2028, as well as a joint process for exorbitation in 2030. “The conversation was quite well,” Bakanov said. The US agency Associated Press He says that both leaders pointed out the need to maintain cooperation in space despite their “strong discrepancies” on Earth. They also agreed to seek the approval of their respective presidents for future joint projects, including lunar and exploration of deep space. The ISS falls apart. This “we have to talk” is not accidental. It occurs at a time when the state of the International Space Station is a matter of “deep concern”, as noted by the NASA Aerospace Security Advisory Panel in April. The Committee described the coming years as “The riskiest period“Of the ISS in all its existence. One of the most serious and persistent problems are Air leaks in the Russian module Zvezdafirst detected in 2019. Despite the multiple attempts to repair them, the module continues to lose air, a qualified problem with the highest level of risk of NASA. To this we must also add other ailments of a structure with almost 30 years components. Lack of spare parts for critical systems, space costumes with technology from the 70s that have caused several incidents, and constant problems with bathroomsamong other headaches. Pension plan. The common denominator of these risks is a huge budget deficit. No government wants to allocate more money to the International Space Station when the priority is to finance future lunar missions and commercial stations. More than a shy thaw, the meeting between Bakanov and Duffy represents the imperative need to jointly manage the last years of the ISS, the largest symbol of international cooperation outside the earth. One of the Keys to this approach It is the contract of almost one billion dollars that NASA awarded Spacex to develop a ship that tow the station towards a safe reentry on the Pacific Ocean. Before Spacex, the ISS partners had considered using Russian progress ships for this task, an option that Roscosos seems to have put back on the table. Be that as it may, the retirement of the ISS already has its date insured by the end of this decade. Image | ROSCOSMOS In Xataka | NASA’s Security Committee has launched a forceful warning on ISS: it is in very poor condition

The renewed interest of the United States in recognizing the sovereignty of Morocco about Sahara has a name: phosphate

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For years, the Western Sahara conflict was in a corner of the international debate: present, but silenced. However, he has returned strongly to the global stage. The reason is not only diplomatic, but economic. Behind the renewed support From US President Donald Trump to Morocco there is a key resource that moves interests and borders: phosphate. More than a statement. The support of the United States is not new. During his first term, Donald Trump has already recognized Moroccan sovereignty about Western Sahara, in exchange for Morocco established diplomatic relations with Israel as part of Abraham’s agreements. According to Reutersthe president has recently reiterated his position in a letter addressed to King Mohammed VI, reaffirming Washington’s recognition over the territory. Under the sand. There are tangible reasons behind this growing support and is under the ground: phosphate. Morocco is the second world producer of phosphates, After Chinaand controls 70% of world reserves. About 8% of national production comes from the Western Sahara, specifically from the Phosboucraa mine, According to data collected by Swissinfo. This mineral is essential for the production of fertilizers, key to modern agriculture. It cannot be manufactured artificially, and its shortage makes it a strategic resource. How BBC has warnedworld food security depends largely on phosphorus. After the war in Ukraine and the crisis in supply chains, its value has shot. In that context, Morocco has gained international influence. A trade under scrutiny. But there is a problem: the Western Sahara is considered by the UN a non -autonomous territory pending decolonization. AND According to international lawany exploitation of its resources must have the consent of the Saharawi people, represented by the Polisario Front. That consent, until now, has not arrived. Therefore, the Polisario has opted for a legal offensive. In recent years, it has managed to block ships with Saharawi phosphate in ports of South Africa, Panama or New Zealand. At least fifteen international companies have stopped buying it, fearing litigation or reputational damage, According to BBC. An economic boom that redraws the map. Beyond phosphate, Morocco is strongly committed to an economic transformation of Western Sahara. According to Bloombergthe country has launched an investment strategy for more than 10,000 million dollars. One of the star projects is Dakhla’s Atlantic port, valued at 1.2 billion, which seeks to position itself as a logistics axis between Africa, Europe and Latin America. That is not all, because other projects are added as a one billion highway towards Tangier, wind farms, tourist complexes and green hydrogen plants. According to Mounir Houari, director of the Regional Investment Agency, Interviewed in BloombergThe objective is that the region goes from 1% to 6% of national GDP in the next 15 years. And the Saharawi? While Morocco transforms Western Sahara with millionaire investments, the people are still waiting for a political solution. For years, tens of thousands have lived in refugee camps in Algeria, in precarious conditions, far from the decisions taken over their territory. In parallel, international organizations They denounce that Saharawi cannot participate freely in decisions that affect their territory. As long as this right is not guaranteed, international legality Keep questioning The legitimacy of the exploitation of resources in the region. A wound still open. While the world observes phosphate as a strategic resource to feed the planet, who live on the earth that produces them expect something simpler: be heard. Because the same mineral that makes the fields grow also feeds a conflict that, despite the passage of time, remains without healing. Image | Unspash Xataka | China goes for those who mock their export controls. The focus is in strategic minerals that sustain their power

The United States and China seem to compete in ia. The reality is that they play completely different sports

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Everyone talks about the “career of AI” between China and the United States as if it were a competition where one will win and another will lose. But in reality there is no career because everyone is playing a different sport. The United States invested 100,000 million dollars in AI in the first half of 2025, pursuing AGI as a technological religion. His philosophy is clear: spending billions today to control the future tomorrow. Giant proprietary models, infinite parameters, the search for the Holy Grail of the AGI. China, meanwhile, has not allocated amounts equivalent to its technological sector. Its approach is as pragmatic as Chinese culture itself: to capture market now, monetize in applications later. This divergence does not arise from abstract philosophies, but three concrete structural forces: Chips scarcity. The OCTOBER US SANCTIONS 2022 They cut Chinese access to the most powerful NVIDIA chips. The paradoxical result: China was forced to innovate in efficiency. Deepseek He managed to match the performance of GPT-4 spending eighteen times less money. Technological restriction forced an economic advantage that the United States, with all its hardware, cannot easily replicate. Capital scarcity. The Chinese risk capital collapsed after the regulations of 2022. Chinese the startups collect funds only after demonstrating product working and real metric uses. In this context, opening the source code becomes the smartest strategy: free marketing, viral adoption and developer ecosystem without acquisition cost. BAICHUAN AI AND ZHIPU AI They achieved financing from Alibaba and Tencent precisely after publishing their open models and demonstrating traction. The concentration of applications. The average Chinese user uses less than ten apps per month, almost all channeled through Wechat or Alipay. The American is around thirty. This structural difference completely changes the penetration strategy. In China, who conquered those few points of mass distribution conquers the entire market. In the United States, you have to fight in dozens of different fronts. That is why it makes sense that Chinese companies open their models: they need adoption speed in those bottlenecks, do not own defenses. The most revealing case is how Wechat chose Deepseek Above Yuanbao, Tencent’s own. The decision exemplifies well Chinese pragmatic mentality: the functional product triumphs over corporatism. Yuanbao was his own, but Deepseek was better. Wechat needed quality already, not in two years. Twenty Chinese car manufacturers and more than one hundred hospitals have made similar decisions, integrating Deepseek into their systems. Each integration expands the ecosystem and increases change costs. Behind the Chinese strategy there is also an emotional component that should not be underestimated. After decades being labeled Copycats, Opening the source code has become a way of demonstrating real innovative capacity. Publishing the weights of a model is equivalent to saying: “Here is our work, examine it, improve it if they can.” It is national pride turned into business strategy. The United States continues to build the most powerful AI in the Universe. China is already selling functional to half the planet. Sam Altman talks about the AGI As a civilizational destination, Chinese executives apply the proverb “interests cannot be eaten” and seek immediate monetization. Both can win their respective sports, but it would be absurd to ask who is winning the World Cup when one plays football and the other to basketball. The interesting question It is not who will win the race, but what will happen when in five years One has built the perfect AGI and the other controls the AI infrastructure that uses half the planet. In Xataka | The Chinese government does not trust Nvidia: its survival in China right now hangs from a thread Outstanding image | Xataka

Spain gave Huawei the storage of judicial telephone listeners. Now the United States and the EU have questions

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The Interior Ministry He awarded Huawei A contract of 12.3 million euros to store judicial telephone interceptions. How could it be otherwise, this agreement has jumped the alarms in Washington and has asked to review the intelligence exchange agreements with Spain. Brussels on the other hand also shows his concern for the decision. What happened. Spain has renewed a contract with Huawei worth 12.3 million euros so that its Ocenostor servers 6800V store the telephone listeners of the Sitel System, used by the State Security Forces. These are interceptions with judicial authorization, not espionage operations. The government defends that it is a stagnant system, without exterior connection, where Chinese technology represents only a minor part of the set. Why alarm to the United States. The presidents of the American Congress and Senate Intelligence Committees, Tom Cotton and Rick Crawford, have sent a letter to the National Intelligence Director asking to review the agreements Information exchange with Spain. They fear that any data shared with Spanish services can end up in the hands of the Chinese Communist Party, since Huawei is subject to Beijing National Security Laws. His argument is that this could allow China to monitor Spanish research on Chinese spies and other intelligence activities of an NATO ally. Europe shows concern. The European Commission also shows misgivings for the Spanish decision. Several sources recognize that They do not understand the contract And they remember that the EU has evaluated Huawei as a “high risk” supplier. From Brussels insist in that “the cheapest offer is not always the best” and stress that security should be evaluated in any public procurement, even if it is not the most economical option. The Chinese answer. Beijing has entered the rag to Defend Huawei. The spokesman for the Chinese embassy in Spain has described American criticisms as “a typical bullying act” and ensures that it is another example of how Washington “generalizes the concept of national security, politicizes commercial issues and imposes a perverse blockade against Chinese companies.” China defends that Huawei complies with European legislation and asks the United States not to entrust in commercial agreements between its government and Spain. A case with contradictions. Curiously, Spain has already banned Huawei Participate in the deployment of 5G following the guidelines of Brussels and Washington when the whole issue broke out a few years ago, but it seems that it still maintains contracts with the Chinese company as in this case. The European Commission itself, which warned about the “high -risk suppliers”, never extended its veto to this type of applications. Huawei argues that its hardware is simply common flash storage that meets national security regulations and does not have access to customer data. What can happen now. The Spanish government has activated diplomatic channels to reassure Washington about system safety. Several experts have interpreted the American reaction as a “overacting.” Enrique Dans, Professor of Innovation at IE Business School, emphasize that “the question to be asked here is who points out with the finger. The United States themselves that today cross out Spain of irresponsible, accusing it of disloyalty, are those that threaten tariffs of more than 20%.” It remains to be seen if this episode will affect the relationship between the two countries in terms of intelligence. Cover image | Spanish Advocacy and Raw Pixel In Xataka | Huawei states that he is staying behind the chips. It is just what we want us to create

The decision that opens a gap between China and the United States and will define the future of AI

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It is one of the hottest debates in the AI race and that is making the difference between the two most advanced powers. China is committed to Open Source with models such as Deepseek, while in the United States they lead private developments such as Chatgpt or Claude. Meta, on the other hand, has been defending the Open Source for a long time. Or we believed. According to the New York Timesnew Mark Zuckerberg Superintelligence Team I would be questioning this strategy in favor of developing a closed model. Flying. If confirmed, it would be a drastic change in the finish line. In 2023, goal It joined other companies To defend the creation of open source models and have not been few times when Mark Zuckerberg has said that his AI is Open Source (although not all true). Now that the new Superintelligence Team commanded by Alexandr Wang He has started working, they are considering whether to continue with the plan or choose to develop a closed model. Behemoth. It is the name of the AI Open Source that Meta was developing, its largest model to date. In fact, Behemoth’s bad results would have been The trigger for Zuckerberg decided to create the new AI team. Nearby sources claim that one of the first discussions of the team has been to leave its development. There is also the possibility that Behemoth’s development continues and that the new team focuses on developing a new model that points to the great goal of goal: Create a general artificial intelligence. What is an open AI. The Open Source concept is not new, but with the arrival of AI there has been enough debate about its definition. The AI models are very complex and the classical definition did not adapt to them, so in October last year the Open Source Initiative agency The Osaid published (Open source ai definition), a definition with which Target I did not agree. In order for an AI open source, it must allow the following: Use the system for any purpose and without having to ask permission. Study the operation of the system and inspect its components. Modify the system for any purpose, even to change your performance. Share the system so that others use it, with or without modifications, for any purpose. Chinese patience. The United States and China are the two most powerful players in the AI race, but although they play the same game, they do it with Very different strategies. With Deepseekhis most famous AI model, China surprised to bet on the open source, a strategy that has allowed him Avoid the zancadillas that your rival puts With vetoes and restrictions. And it is not the only oun source in China, there are many more: Qwen from Alibaba, Doubou by bytedance, Ernie from Baidu, Hunyuan Turbo of Tencent or Kimi From MoNshot AI. It is not a matter of giving in exchange for anything, behind there is a strategy of Soft Power Technological: Today I give you access, with the intention of being dominant tomorrow. China wants to create global dependence on its models and be an alternative to the payment models of the Americans. China has the future vision and patience to do so, we have already seen how invested for decades to form engineers And that today gives a clear advantage in the AI race. American immediacy. OpenAI, Anthropic, Google… The greats of the AI of the United States have opted for private development and subscriptions to access their most leading models. The exception to the rule was put by the goal with flame, the only one whose code is accessible (at least part), But if they focus on private development, that closed approach will be armed even more. The objective is clear: they have the most advanced models and resources to continue training them, so they can obtain an economic benefit by monetizing them. They do it through subscriptions to pro versions or with specific products such as AI agents, it is the case of the newly announced Chatgpt agent. The trap. China’s strategy makes all the meaning if we take into account that they were behind their rival (although They have managed to cut positions in record time). With open and free IAS they manage to create a great very fast user base and create that dependence. However, it is not a good long -term strategy from the economic point of view. If in the future they begin to monetize, that sooner or later they will have to do it, they face two problems: that their users come out in disarray and that the regulators put their eyes in them. The United States maintains strong control and obtains benefits from minute one. Has the most sophisticated models, but every time prices are higher And that makes a luxury within reach of a few. Many will look for alternatives and there will be China with their open and free models. They are two opposite visions: one focused on the present and one in the future. We will have to wait to see what vision is imposed. Image | Bibek ghosh, and Kaboomps (Pexels) In Xataka | Four AI companies are monopolizing the intellectual future of humanity. They are not good news

The United States is convinced that the Chinese army already uses its chips for ia. Nvidia has a different opinion

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The CEO of Nvidia, Jensen Huang, recently granted An interview to the CNN medium, where he could speak without capujos about the current context of his company, about Nvidia’s position in the AI racethe benefits of this technology, and other relevant topics of current affairs. In addition, he has also provided his opinion about The commercial war with China and restrictions, as well as the possible use of American technology in Chinese military terrain. Chips for the Chinese army. The United States has shown concerns in the past about whether advanced Nvidia chips would be used by the Chinese army. Those concerns gave rise to The restrictions of chips A100 and H100. Despite this, There are indications that the chips would also be reaching the Chinese army. Nvidia is not worried. Huang It has subtracted importance To Washington’s concerns about the military use of its artificial intelligence chips by China, arguing that the Chinese army cannot depend on American technology that can end up being restricted at any time. Their statements come while the company promises to resume sales of Its H20 processors to the Chinese market and days after meeting with President Donald Trump in the White House. Huang’s position against Washington. In the interview, the manager defended that “we do not have to worry” about the military use of American technology in China, since “they simply cannot trust it.” His argument is that Beijing will avoid depending on US components due to the risk of future limitations. Huang added that China already has “a lot of computing capacity” and does not need Nvidia chips to develop its military capabilities. The restriccions have hit Nvidia. US administrations have maintained export controls on the most advanced semiconductors for fear of strengthening Chinese military capacities. These measures, applied in a bipartisan manner, have cost Nvidia billions of dollars in potential revenues. According to the company, restrictions made them lose approximately about 15,000 million dollars in sales After the latest restrictions imposed by the Trump administration to prohibit their chips to China. The company affirms which also had to amortize 5,500 million in inventory. Between Washington and Beijing. It is clear that the company is making extraordinary efforts to maintain a balance between Washington and Beijing. His CEO openly criticizes control policies, arguing that They are counterproductive For American technological leadership. His thesis is that for the United States to maintain its dominant position in AI, American technology must be available globally, included in China, where half of the world’s developers are located. American senators They have warned him specifically that avoids meeting with companies linked to the Chinese army or intelligence organizations during your visit to Beijing. Meanwhile, Nvidia faces Huawei’s growing competition and other Chinese chip manufacturers, although the country’s technology companies continue to demand their processors due to their platform CUDA. And now what. Nvidia has announced that you will request licenses for Resume Sales of the H20 Chip to Chinawith the US government ensuring that it will grant them soon. The company has also developed a new processor specifically designed to comply with current regulations: the RTX Pro GPU, which is part of the architecture Blackwell and is completely adapted to export controls. China represents 13% of the total income of Nvidiaabout 17,000 million dollars, which explains why Huang maintains its favorable speech towards the Chinese market while sailing among the geopolitical pressures of both countries. The H20 chip had been developed specifically for the Chinese market after the restrictions of the late 2023, becoming the most powerful product legally available until its effective prohibition in April. Cover image | Nvidia In Xataka | The Nvidia’s supercomputer costs millions of dollars. And to work we use a switch with three kilometers of cable

“The countries that do not manufacture their own drones will be vassal states”

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Elon Musk has put his cards on the table with A lapidary phrase: “We better discover how to build drones quickly or we will be doomed to be a vassal state.” Only China manufactures scale drones. And a certain electric car company could supply that need. The harsh reality. “The United States cannot currently manufacture its own drones,” said Musk At a results conference of Tesla. At first glance, it seems a classic exaggeration of the entrepreneur. American military suppliers such as Aerovironment (manufacturer of the Switchblade-600) or General Atomics (creator of the MQ-9 Reaper) design and produce drones. However, Musk does not refer to the ability to design these unmanned ships, but to the scale production and independence of the supply chain. In this sense, China’s dependence is overwhelming. Not only by the United States. China controls between 70 and 80% of the world market for commercial drones, which They are actively used in the Ukraine War. And critical components such as batteries, chips, cameras and engines come mostly from China. “China manufactures more drones on a day than the United States in a whole year,” Musk said. A 9 billion market. But Musk’s warning is not just a patriotic outburst, it also has a business reading. According to a Morgan Stanley reportthe drone and Evtols sector could reach a value of 9 billion dollars from here to 2050. It is a cake too large for the South African businessman not wanting a piece. The movement would charge special relevance at the current time of Tesla. The company recorded a drop of 71% of its net benefits during the first quarter of 2025, with a 52% sales collapse in a single month. The incipient deployment of robotaxis does not seem enough to convince shareholders, and bet on such a large market could be the solution. The pieces fit perfectly. Tesla already develops advanced robotics with humanoid robot optimus and autonomous systems such as autonomous computer -based computer driving. Spacex, your sister company, closes the circle with an unmatched knowledge of the aerospace sector. Musk itself showed the movement in the call to investors, speaking about Tesla’s future: “The future of the company is based primarily on large -scale autonomous cars and on a vast number of autonomous humanoid robots.” Drones fit as a glove in this vision of “robots with affordable artificial intelligence.” The pentagon is knocking on the door. China’s geostrategic dependence has not gone unnoticed in Washington. The pentagon has launched the “Replicator” initiativea 1 billion program to deploy thousands of military drones, selecting the Switchblade-600 Aerovironment as its first public purchase. In parallel, the Department of Defense has promoted a reform to eliminate the bureaucracy and achieve the “domain of UAS” by 2027. The message is clear: the United States shares Musk’s concern and is trying to recover the lost terrain to forced marches. Musk’s statement about the “Vasallos states” is, say, a play for several bands. Image | Flickr (DVIDS) In Xataka | China conquered us with its cheap drones. Now the price of its pieces is shooting for a reason that is not accidental

Google has a new and huge transatlantic underwater cable. One that will connect Santander with the United States

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If you are reading this it is because you are connected to the Internet, and if you are connected to the Internet it is because there are on the seabed true highways of huge fiber cables that interconnect the world. Submarine cables are really fascinating and In Spain we have a few. Well today we have to add another: Sol, the new Google transatlantic submarine cable that will connect our country with the United States. From Santander to Florida. Sol will be Google’s second submarine cable that will connect Spain with the United States. It will be, in fact, the only fiber optic cable between Europe and Florida. The cable, which will have 16 pairs of fiber optic cables, will be manufactured in the United States, will connect to the Google Cloud region in South Carolina and will be deployed from Palm Coast, Florida. It will pass through the Bermuda Islands, then it will reach the Azores and, finally, it will land in Santander thanks to the infrastructure provided by The Spanish Telxius. 10 Google applications that could have triumphed Scheme of the Sun and Nuvem cables | Image: Google In detail. This cable will be added to the facilities already available, such as Nuvem, Firmina either Equianto establish connectivity centers in the Atlantic. The idea, they explain from Google, is that Sol and Nuvem complement themselves to “contribute a double transatlantic resilience.” Nuvem is a sun -like cable: it leaves South Carolina, passes through Bermuda and arrives in Europe through Portugal. The idea is to offer two interconnected systems on land to increase the reliability and capacity of the system. That is, provide redundancy and security. So that? According to the company, the objective of displaying this cable is to improve the integration of the Google Cloud Region of Madrid With the entire network, as well as reinforce the global network that, for the moment, is composed of 42 regions. According to Google in a statement issued to media: “(Sun deployment) will help meet the growing demand for Google Cloud and IA services by its customers in Europe, the United States and other regions, adding capacity, increasing reliability and reducing latency for Google users and Google Cloud customers worldwide.” Grace Hopper deployment in 2021 | Image: Google The second Google cable in Spain. France, Ireland, England, Spain and Portugal are, for obvious reasons, the main European ports of submarine cables. In Spain we have some very important as Tide, Andjana and Grace Hopper. Tide is owned by Meta, Telxius and Microsoft, connects Bilbao with Virginia Beach and measures 6,605 kilometers. The Brutal Andjana is owned by Meta, measures 7,121 kilometers, has 24 pairs of fibers, a capacity of 500 Tbps and connects Europe with the United States. Grace Hopper, meanwhile, is the first cable that Google installed on our borders. It is one of the longest: with its 7,191 kilometers, Grace Hopper connects Bilbao with Bellport (United States) and Bude (England). The longest? Although cables such as Sol, Marea, Grace Hopper and company are a prodigy, the reality is that they are not the most impressive. They do not shade in terms of distance to 2AFRICAan international submarine cable surrounding the coast of Africa to connect Europe and the Middle East. It is a mamotreto of 16 pairs of fibers, 180 Tbps of capacity and a length of 45,000 kilometers that connects 46 service stations in 33 countries. It is expected to be finished by the end of this year. Cover image | Government of Spain, Wikipedia In Xataka | Goal already has the tool to lead the AI ​​era: an underwater cable that will take more than one return to the earth

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