The region with the largest energy deficit in Spain is staying data centers

Spain is being filled with data centers. A report The Iberian Peninsula reveals from the real estate consultant CBRE has the interest of large technology companies. The fact is striking, but it is even more the fact that the great focus of these technology is in a region that a priori It would not seem ideal For these facilities: Madrid. Hyperscalers. The cbre study cited In five days It points out this unique concentration in Spain of various data centers projects of the so -called “hyperscales” (Hyperscalers). A Hyperscaler is a Mass provider of cloud services that operates a gigantic network of data centers distributed throughout the planet. Amazon is a good example of this type of companies, but there are more, and they all seem to focus their attention on the Iberian Peninsula. Big Tech bet on Spain … Elliot Zounon, responsible for the report, explained how “there is no investor, a large operator or technological that does not have in its strategic plans to establish its data center project in the Iberian market.” But especially for Madrid. Especially striking was the deployment of projects that indicated the current and future capacity expected in the Community of Madrid, and which amounts to a total of 203 MW. Some of the most important companies in the sector, such as Microsoft, Google, Oracle, IBM, Kyndryl or Ovhcloud have data centers in the community. Various projects with an investment of 23.4 billion euros Until 2028 they propose sensitive growth in this area, and it is expected that by 2026 the capacity of Madrid ascends at 222 MW. Madrid, near the “flap-d”. In the European Union this market has been dominated by the group called Flap-Dwhich is an acronym for Frankfurt, London, Amsterdam and Paris, to which in recent times Dublin has joinedwith a capacity of 328 MW. Madrid is part of the so-called Tier-2, a kind of “second division” of cities with a lot of capacity in data centers. The capital is ahead of Milan, Zurich, Berlin and Oslo, and is also in this Barcelona group, which occupies the tenth position of the TIER-2 with 42 MW installed. And the energy, what? This proliferation of data centers in the Community of Madrid is paradoxical, especially since it is the region that produces less energy from all over Spain and It depends almost completely on external supply. In 2024 Madrid produced 1,334 GWh, more or less the same as in 2021, while its annual electricity consumption in 2024 was of 27,487 GWh. Thus, the community concentrates 11% of the national electricity demand. Of course: Spain is becoming a real Power Exporter Powersomething that favors that role in Madrid as a focus of attention for the creation of future data centers. Emptied Spain produces, the big cities consume. The truth is that the situation of the Madrid energy deficit is logical if we take into account that it brings together a great population and industry density. Here, as in other great Spanish capitals, Energy inequality is clear: while energy occurs in much more depopulated regions – the example of Aragon with wind It is remarkable – that energy ends up taking advantage of in large cities. Our country He has opted very strong for renewablesbut Madrid is a separate case: for not, in Madrid There are no wind farms. Not everything is megawatts. The choice of Madrid not only depends on the gross megawatts, but also on a combination of intangible advantages that technological ones take into account. The capital concentrates interconnection nodes and a dense network of operators that facilitate the exchange of data traffic (something crucial for cloud services and AI applications). The presence of corporate venues also influences, as does the fact that logistics costs are reduced against remote locations that can have cheaper energy, but are more isolated in terms of network and services. The human factor. There is also the Welfa Market and its technical profiles. For companies, deploy infrastructure near where talent is compensated, and professionals in the sector They usually establish their residences in large cities like Madridprecisely because there and other capitals it is where the job offer is concentrated. The same happens in the case of that “first division” of large capitals with data centers in Europe. Frankfurt, London, Amsterdam and Paris also agglutinate that range of technical profiles. The risk of being an energy black hole. Its practically zero self -production converts the Community of Madrid into a kind of “energy black hole”: it absorbs resources generated far and depends totally on the strength of the Spanish network, which recently suffered a worrying one – although it is difficult to be repeated– General blackout. But. Even with that energy deficit, hyperscalars reach these agreements with long -term contracts (PPAS, Power Purchase Agreements), previous agreements with networks and even investments in renewables. The idea is to disconnect the location decision of these data centers where the local energy production is. Madrid must of course ensure its capacity for interconnection and supply – perhaps with network reinforcement if necessary – but energy production in Spain (even Pull energy in the trash) It is a guarantee for this type of facilities. Image | Kyndryl | Community of Madrid In Xataka | Spain was supposed to have a “antiapagones” plan. It has encountered an insurmountable obstacle: politics

Huawei states that he is staying behind the chips. It is just what we want us to create

Huawei doesn’t like to get attention. He doesn’t want headlines. It is not generating too many and since 2019 The US veto and google occur The company has adopted a low profile and a shy, silent narrative. But as long as he does, Huawei does not stop growing and consolidating his role as one of the most important technology companies in the world. The silent leader. Ren Zhengfei (Anshun, 1944) founded Huawei in 1987 and is not only the company’s CEO: he is considered a spiritual leader. He doesn’t see it like that and affirms which is rather “a puppet leader (…). It only develops a symbolic role, like an idol of cement in a temple. Without it the temple would seem empty, but in reality the idol does nothing … that I am in Huawei or in Huawei has no real impact.” Who wants to be forgotten. Despite its absolute relevance, whether symbolic or not, Zhengfei has no intention of being in the foreground. His hope is in fact end up being forgotten. “I am just an old man. What is the point of reminding me? People should think more about the future and the world. My greatest desire is to have a coffee in a cafeteria without anyone noticing.” Zhengfei is known for his reserved and discreet character, and has transferred that way of being to his company. “Our chips are a generation behind the US”. The phrase is from the aforementioned Ren Zhengfei, which In an interview In the Chinese state media People’s Daily talked about his latest advances in semiconductors. There the head of this giant explained that the sanctions that prevent Huawei from obtaining or manufacturing state -of -the -art chips cause that “our chip continues a generation behind the US.” Better not believe it much. Huawei is Property of your employees And he has ties with the Popular Chinese Liberation Army, the country’s armed forces, of which Ren Zhengfei was part for several years. The commercial war has caused the company to adopt a very discreet profile, and REN’s comment on the state of its chips is possibly a strategy not to attract attention. Because although there may still be differences with the advances of the US, the Chinese giant does not stop expanding. For all without being noticed. I explained it William Huo, an expert who explained in China how Huawei is currently 25,000 million dollars a year on R&D. One of the results of these investments have been New Ascend chips for ia that has not been designed to overcome Nvidia chips, but to climb big. And there is a blunt example. Source: Semiianalysis Cloudmatrix 384. Huawei chips may not be so powerful, but their clusters are. It is demonstrated by the cloudmatrix 384, direct competitor of the NVIDIA GB200 NVL72. This monster has 384 GPUS Ascend 910C connected through an optical network that allows an interconnection at speeds much larger than those offered by copper cables of the Nvidia cluster. But it is also a complete cloudmatrix 384 system, as indicated in Semiianalysisoffer up to 300 flops (in BF16 accuracy) of computing, almost double what the NVL72 GB200 of NVIDIA offers. Not only that: it has the memory capacity 3.6 times and 2.1x times the memory bandwidth. The Huawei machine is an absolute beast, no matter how much its chips “are a generation behind” – which is debatable. The confusion. A few weeks ago there was talk of how the new laptop Huawei Matebook fold Huawei would be based on the promising Kirin X90 chip. That soc, manufactured by SMICit seemed to be manufactured with 5 Nm photolithographic node, but that was difficult. Especially since SMIC – La Foundry China that Try to follow the steps A TSMC or Samsung – has no access extreme ultraviolet photolithography equipment asml. How was I going to achieve it then? China advances in semiconductors. SMIC (semiconductor manufacturing international corp) is the largest Chinese semiconductor manufacturer, and has a quota of about 5% In the world market. The US veto has caused this manufacturer to have access to EUV equipment, but Some rumors They pointed to what He had achieved A 5 NM node with deep ultraviolet technology (UVP). It is not so, and new data reveal that the X90 does not use a node of 5 nm (N+3) but the already known 7 Nm (N+2) As it happened with the Kirin 9020. Be careful, because in SMIC they are working on their own lithography of 5 nm, and they seem be close to achieving it. And beyond, of course, The 3 nm. A wolf with lamb skin. Huawei does not usually generate headlines, but it seems just what he is looking for. And meanwhile, as Huo states, he manages to buy time in which the industry does not look so much in it. And meanwhile, scale without rest. But as this analyst says, not to pursue quarterly benefits, but to endure. Image | Rubaitul Azad In Xataka | USA says that Huawei will not be able to manufacture more than 200,000 AI chips in 2025. We know what the reason is

Grok 3 does not arrive and Xai is staying behind

In the last hours we have known The offer Elon Musk has made Not by OpenAi as such, but for the one by the non -profit association (nonprofit) that controls it. That has unleashed a debate about the true reasons for this offer, but also leaves a question in the candlestick: in what situation is Elon Musk in the AI ​​segment? Hi, Xai. Elon Musk carries in a Open war with Sam Altman for years, and in fact In April 2023, Xai created to develop their own AI models. Since then the company has launched some AI models and made striking advances with Grokbut it seems to be left in many lands. In others, yes, it surprises. Grok was sarcastic … In November 2023 XAI Grok presentedthe AI ​​model that competed with Chatgpt and did it with a striking characteristic: had a sarcastic tone. From its launch and for months Grok It was only available for X subscribers. … and Grok 2 has no censorship. In August 2024 the new version was presented, Grok 2more advanced and powerful. However, what caught the attention of this model was its apparent lack of censorship. Thus, it is possible Generate images of any kind, including Deepfakes of famous peoplesomething that other models do not allow. Elon Musk and XAI announced in December 2024 that They opened the model To all X users without having a payment subscription, something that undoubtedly promoted its use and popularity. Grok 1 is “Open Source” (but Grok 2 No). One of Grok’s striking features is that Elon Musk shared this project as Open Source. The gigantic original model, of 314,000 million parameters (314b) was then four times larger that calls 2, the other great reference in Open Source models, with 65b size. The funny thing is that Grok 2 is not: it is not in the Official XAI repository In Github, and there is no news that the same thing that happened with his predecessor will happen. Investment rounds. In November 2024 Elon Musk got lift 5,000 million dollars For XAI, who joined the round of 6,000 million dollars that raised in May 2024 and at least two other planned rounds According to Crunchbase. The firm certainly seems to have notable funds, but be careful, because it is surely burning them, as with OpenAi. 100,000 NVIDIA GPUS. Last summer Musk lit “The most powerful the world of the world“, which apparently was baptized With the name of Colossus and that has 100,000 GPUS NVIDIA H100. It is supposed to be used to train its new model of AI, Grok 3, and of course having that computing power is theoretically a guarantee to stay competitive with its rivals. Where is Grok 3? But the truth is that Grok 3 still does not appear, and that Musk promised to have it ready in December. Musk Indian In January that Grok 3 “will arrive soon” and that the pre-training stage was complete and had used 10 times more computation capacity than with Grok 2. In Tom’s Hardware they also point out that XAI has used the data generated by users of X for that training. Reasoning models and AI agents. The great unknown is what will happen with XAI in two areas where its competitors are advancing to forced marches. Deepseek R1 has promoted the Free availability of reasoning models, but there are also several AI companies that have already shown agricultural models such as Operator of OpenAi or Computer Use of Anthropic. That XAI knows does not have alternatives at the moment. The rear. All this makes it clear that today Xai continues to rely in most proposals in the market. His models are not the best, he has no reasoning models or public agents, and Musk seems to be more interested in putting the Zancadilla to Altman already OpenAi than to get XAI to lead this technological career. Even so, surely there will be news of the company soon, and it will be then that we can value the real situation of it. Image | DVIDS | XAI In Xataka | Chatgpt and its rivals are sosainas. And turning them into funny chatbots will not be easy

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