Tech

The US deserts have 1,200 GW solar for AI. The only problem is that Big Tech do not dare to use them

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The Data centers They are the new 21st century factories. And like any factory, they need energy. A lot of energy. The main technology companies are building and operating Great data centers that allow offering services (video or Streaming video gamesfor example), but also where the different models of artificial intelligence. The problem is that They need more and morewhich translates into a growing energy demand. And although there are those who bet on the nuclear power and for the reactivation of fossil fuels, a study considers that the future is in the Solar energy outside the energy network. The problem is that, although the solution sounds great, it is not being applied. Hyperscalists. This is an important term. Technology companies that operate cloud computing infrastructures on a global scale are known as ‘hyperscalist’. Its data centers are crucial for the development of digital services, but also for the ‘big data’ and the advance of AI, and the term “hyperscalist” responds to those data centers can be scalar quickly and on demand. Climbing … how? Well, depending on the needs of that company and the fan that wants to cover, that scalability translates into more storage, a faster processing or a greater bandwidth on the network. Demand. The main players in this are Google, Microsoft, Meta or Amazon and although they have the capacity to expand their data centers, they are running with a huge problem: the amount of resources they consume. In large server centers, Water consumption It has always been a problem that companies have solved in different ways to be more responsible with the environmentbut the arrival of AI has been a revolution. Train and maintain these models consume a A large amount of energy resources And, apart from the water to dissipate the heat of the servers, a great energy capacity is needed. So much so, although there are companies Building more sustainable data centers At the structural level, energy demand is so brutal that They require coal and natural gas To meet demand. And some like Google either Goal they will use nuclear energy to feed your needs Energy out of the network. Contextualized the problem and seeing that these energy needs play against decarbonizationinvestigators of companies such as Stripe, Paces or Scale Microgrids have got to work to determine the best solution to feed those data centers in a sustainable way. His conclusion has been presented in a study in which they estimate that the total energy demand of the AI ​​for 2030 will range between 30 and 300 GW. In the case of the centers where AI training is carried out, that demand will be between 15 and 150 GW. It is a huge fan, but the solution they pose and that they consider optimal is the creation of micro -redes outside the network, fed by solar energy. According to them, systems with 44% solar energy are already competitive in costs compared to those based only on gas, and those that reach 90% renewable can be even more profitable than nuclear projects such as Three Mile Island of Microsoft. Green spots are green plots for a 90/10 stage Build where the sun glued. The advantage of this system is that its construction is fast because you do not have to reactivate a nuclear power plant. You are not tied to what the energy market demands, Geopolitical conflicts They do not leave you without supply, it is clean energy, buy solar panels is getting cheaper And, above all, it is easily scalable. If more energy is needed, it is as simple as adding more panels, but the most important thing in this equation is that they can build these centers in optimal places. Unlike servers centers, which do need to be close to the end user to offer a better service, the data centers in which the AI ​​training is carried out have geographical flexibility. This implies that they can install them in areas with optimal solar radiation and in places where the land is cheap. Optimal areas Optimal areas. In the study they have identified plots in the United States with a potential for up to 1,200 GW of solar energy outside the network, with gas support and an optimal area with large esplanades and radiation during a large percentage of the year. So, CaliforniaNevada, Arizona, New Mexico and the east of Texas They would be ideal places to house those data fueled data centers outside the network by 90%, with the remaining 10% backed by gas. Beyond this, the study points out that most of the appropriate land is private, so it can be purchased to build these facilities and that, in addition, many are within lands that would allow subsidies. If you start today, the construction bond would be between 12 and 24 months and everything seems positive, but it is not being done. If it is so good … why isn’t it? According to researchers, there are three issues that come into play. Two are closely related and have to do that this of AI training is a very recent phenomenon. The designers of the data centers have historically been skeptical when it comes to getting off the network because what they wanted was to enhance, above all, the reliability. They can’t stay a second without energy, go. Related to the historical tendency is inertia: it has never been done before, although current technology would allow to operate only with renewables (as some countries already do). And the third reason is the cost, $ 23 per MWh, specifically. The panels are increasingly affordablebut it is more expensive than not buying those panels -evidently. However, the researchers point out that this extra cost would be dampened by the Cost of emissions and compensation that would be avoided in the short term. Therefore, these solar micro -lands outside the network seem a quick way to feed large -scale data centers, but although technology is mature, it seems to spend time until … Read more

The Big Tech are collapsing in the stock market. The question is which one that can best survive tariffs

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Since 2025 began, goal has lost 14.6% of its stock market value. It is just an example, because Nvidia already lost already 30% and Apple, the most affected by tariffs, has lost 33% of its market capitalization. In view of the situation, a thing is clear: all technological ones are falling. The question is whether any of them can better survive this debacle. A quarter to oblivion. The re -election of Donald Trump as president of the United States seemed to sit very well to technological companies. However, the decision to initiate a global commercial war has made the panorama change radically, and in these first months of the year the balance has been very negative for large technology companies. Apple, the one that goes worse stop. The situation was already bad, but yesterday USA announced some 104% tariffs for Chinese importsand that had an immediate impact on a particular company: Apple ceased to be the company with the greatest market capitalization in the world. Right now it is very close to Microsoft, which occupies the first place, but the markets of the market and the measures that the different countries are taking pose a future with a lot of movement in those market capitalizations. The “Seven-Ya-No-Tan-Magnifices”. Apple, Microsoft, Amazon, Alphabet, Meta, Nvidia, and Tesla are the prestigious members of the group known as the “Magnificent seven.” These seven great technology are among the 10 most valuable in the world, but all of them have been especially affected by tariffs. However, there are better prepared than others to face this crisis. The hardware penalizes. One of the first side effects of tariffs will be the increase in production costs. This especially affects companies that have a strong manufacturing component of hardware devices. That is one Great disadvantage for Applewhich also manufactures in Asian countries in which tariffs are especially high. It is not the only one with that handicap: nvidia – which It depends on TSMC In Taiwan for much of the production of its GPUS— or Tesla —With China and Mexico as manufacturing partners – they will also be especially impacted in this section. And logistics chains. These tariffs are also an obstacle to the logistics chains of these companies. Geopolitical tensions could exacerbate these conflicts, producing delays in production or supply of materials and components. Apple is again a perfect example of this logistics complexity: globalization came from pearls, but this new situation does not favor its strategy. Amazon is another problematic case for its gigantic commercial network of physical products, many of which are imported from China. Microsoft can survive better. The company does not have a hardware -based business, and Azure, Office 365 or its video game platform (Xbox) are not so hardware dependent. The diversification of its income and its focus on cloud services favors its competitive position, and in fact is one of the least market capitalization has lost these months: 17.7%. Amazon also benefits from the strength of its cloud infrastructure with AWS. And the cloud, what. We have talked about how Microsoft and Amazon do not depend so much on the hardware and apparently that favors them, but you have to be careful, because their infrastructure and data centers depend on hardware components that will end up costing more (like everything) and impacting the business. Something similar happens with Google, centered almost absolutely on the cloud and services and that has a lot of weight not only in the US but in EMEA. The danger of tariffs to services. Among the reprisals that we can live in the next few days is that of the tariffs that the EU proposes for digital services. That is the great export of the US, and the Big Tech are their producers, so companies such as Alphabet, Meta, and to a lesser extent Apple, Microsoft and Amazon could be harmed. He Panorama for investment in AI is complicated Also, and Big Tech can be seen doubly threatened. Image | Egor Myznik In Xataka | The United States has been fantasizing with an “made in USA” iPhone. Now you will have one made in … India

The Big Tech have played their whole future to AI. Tariffs are going to test that bet

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The world economy makes waters. The geopolitical and economic hurricane called tariffs It is affecting especially to large technology companiesthat fall remarkably in the stock market. There are many problems derived from that value of value of the Big Tech, but among them there is a remarkable one: the future of AI. Apple in low hours. The tariffs have just entered into force, but it is also that the US has officialized the 104% tariff to China. The global commercial war intensifies, and has already left a great loser: Apple has ceased to be the most valuable company in the world. This is the current situation of companies with the greatest market capitalization on the planet. Source: CompaniesMarketcap The great AI actors, in danger. But curiously Apple has not invested much less in AI and its rivals. Microsoft, Nvidia, Amazon, Google and Meta have suffered significant losses in recent weeks. Tariffs have been the decisive factor so that in 2025 they accumulate a negative balance that goes from 14.6% of the 33% of Apple according to data according to data from CompaniesMarketcap. This is not about the debated “AI bubble”. It is true that all AI companies have wanted to sell us the message that this technology was going to change everything. At the moment that has not happened and some talked about a potential “AI bubble“, But what is happening with tariffs is something very different, and does not help at all the future of this discipline. This table, created on February 10 for Xataka, indicated the market capitalization percentage that Big Tech would dedicate to capital expenses (CAPEX). The photo has changed in terms of the percentages, and we will see if it also does it as to those amounts. Capex in danger. Two months ago we talked about how Apple was the company that Less capital expenses (CAPEX) would have in 2025. In front of it, colossal investments and a common discourse: almost all those thousands would be focused on creating data centers for AI. Now those investments are in danger, because all these Big Tech can end up disincurning to mitigate the effects of tariffs on their account books. The AI ​​was already expensive, and now it will be more expensive. Being able to take advantage of the functions of AI means using the enormous resources of the data centers of those Big Tech. If the tariffs cause the dreaded and expected price increases in these infrastructure, that will make it cause Use ia more expensive For users and companies, which can lead to a drop in its use and a slowdown of its development. If everything is more expensive and the expense is trimmed, so does innovation and work in new AI models. Fear of investing. Investment companies, such as risk capital, can also be very affected by this panorama and start Measure very much Your future investment in AI startups. That is another danger to the evolution of a market that until now had taken advantage of Optimism and unbridled expectations about AI. And without so much investment once again the appearance of new startups and the rhythm of innovation can be clearly braking. Risk of recession. The consultant JP Morgan I already esteem that the risk of the US to enter recession in 2025 is 60%. In these periods, companies prioritize financial stability over innovation, which can decelerate the pace of technological innovation. A study A year ago of Deutsche Bundesbank and the Bank of Finland showed how a 1% drop in GDP can reduce investment in innovation to 0.3%. Precisely JP Morgan revealed that US GDP could fall 1% in the third quarter of 2025 for this circumstance. Image | Jamie Street In Xataka | The Copilot+ PC promised a revolution. I have tried one and for now there are more promises than realities

The US tariffs are a weapon of mass destruction in the Tech industry. Except for Chinese mobiles

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The 104% tariff Chinese tax By the Trump administration it will shake the foundations of the smartphone industry. Apple and Samsungthe two great actors in the sector, base a good part of their manufacturing strategy in countries especially penalized by these new measures. However, Chinese mobile phone manufacturers could better overcome the blow. Thanks to a strategy focused for years in international expansion and markets outside the United States, their direct exposure to the impact of these tariffs aims to be considerably less. 104%. USA He has officialized a 104% tariff to imports from China, carrying The commercial war between both countries to its peak maximum and leading us to a night of movement in the markets. The consequences have been immediate: Fall of almost 5% in Bag for Apple generalized in the rest of great technology, with the uncertainty of a new commercial scenario that will shake its current strategies. Chinese and United States manufacturers. For Apple and Samsung Import products manufactured in China or Vietnam to the United States will involve an increase in simply unassumable costs without price increases. A case that barely applies Chinese manufacturers, since they have never had too much presence in the country. Giants such as Xiaomi, Oppo or Vivo do not sell smartphones in the United States. However, OnePlus, TCL and Motorola (Property of the China Lenovo) do have a presence in the territory. In fact, Lenovo is the third smartphone manufacturer in the United States. The Lenovo case. Motorola and Lenovo are in the most compromised situation after the entry into force of tariffs. The manufacture of its devices is focused on countries such as China, Brazil and India. Importing the United States with 104% tariffs is simply unfeasible for the company, which would have to move its production chain outside China to survive in the United States. Although not even maintaining a diversified production would be sufficient to partially overcome the impact of tariffs. The Type imposed on Brazil is 10% (the minimum threshold), while that of India amounts to 26%. A 10% tariff is assumed through a light rise hybrid strategy and cost absorption. One of almost 30% requires more drastic measures. The consequences for the rest. On the side of OnePlus and TCL, despite being Chinese manufacturers, they have been making production to countries like India and Brazil for years, diversifying strategy for their product assembly. A diversification that is not enough to overcome tariffs, since the bulk of manufacturing remains in China. The only solution? Move in record time the production outside your native country and centralize efforts in external factories. A withdrawal on time. The most likely scenario after the implementation of tariffs is the disappearance of the little Asian trace that remains in the United States. With the exception of Motorola/Lenovo, this has never been a market to be conquered by China, a position that aims to reaffirm after the crossed commercial war. Beyond mobile phones, companies like Xiaomi, which They sell household products and monitors In the United States, they will have it difficult to maintain presence in the country without raising prices abruptly. A global impact. If manufacturers such as Motorola renounce the US market, with the consequent loss of income that this would entail, an increase in prices globally seems inevitable to alleviate the effects of losing presence in a key territory. Companies such as OnePlus, TCL or Xiaomi, with a minimum presence there, would have it easier to absorb part of this small loss and not end up moving costs to consumers outside the US. Despite this, not everything is so simple. Although Chinese brands do not sell mobiles significantly in the US market, they do have a presence in other categories such as televisions, monitors and home devices. The unknown is whether they will choose to compensate for the blow by increasing prices only in those lines, or if they will end up moving the extra cost to their entire catalog, including smartphones. THE WAR OF COMPONENTS. The main Chinese manufacturers use American components, such as Qualcomm processors or Corning Gorilla Glass crystals. At the moment, this situation would be under doubt, since Qualcomm subcontracts the production of its chips to Taiwanese giants such as TSMC or Samsung Foundry (South Korea). Something similar happens with manufacturers such as Corning, which diversifies production with plants in Asia and Europe to meet global demand. Given that US sanctions They prevent American memoirs from selling their most sophisticated integrated circuits to their Chinese clients, China does not have it easy to reduce dependence on the United States. Image | Xataka In Xataka | Brussels Baraja tariffs of 10% and 25% to US products. The measure aims to take its toll on the European consumer

Trump tariffs have caused the Big Tech debacle in the stock market. And propose a slowdown in investment in AI

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Apple shares closed almost 224 dollars yesterday. When the session is opened in Wall Street they will have fallen suddenly and porrazo more than 7%, up to 208 euros. That collapse will be the greatest among the Big Tech, but all of them They will be affected Notably for Tariffs announced by Donald Trump. And that makes another danger derived: that of investment in AI. Big tech fall to lead. As they point out In CNBCApple will leave more than 7% more to open the session in the US Stock Exchange, but others will also have very notable falls. Nvidia fell 4%”After-Hours” (after the closure of the markets), Tesla 4.5%, Alphabet, Amazon and goal between 2.5%and 5%, and Microsoft 2%. Thus Apple’s actions closed yesterday, and so they will begin the session at Nasdaq today. Source: Google Finance. Tariffs everywhere. Falls are due to tariffs announced yesterday by Donald Trump. The US president indicated that these import taxes would be “a declaration of economic independence” for his country. Base there will be 10%tariffs for all imports, but certain countries will be especially punished: China will have 34%tariffs, Vietnam of 46%, the EU of 20%, Taiwan of 32%, and Japan of 24%. The US is the great world importer. The huge consuming machine that is the United States makes the country the largest importer around the world. According to the Department of Commerce in 2024, the country spent 4.1 billion dollars in goods (3.3 billion) and services (814,000 million) imported. With these measures precisely wants countries that export more to the US to pay extra for being able to do so, but it can cause a dangerous domino effect. What about AI. Projects such as Stargate raise a colossal investment of 500,000 million dollars To create AI data centers in American field, and here the importance of semiconductors is evident. The United States will need to import chips and other components and materials to create these centers, and manufacturers such as NVIDIA or TSMC will precisely be affected by tariffs. Or continue to manufacture outside the US and pay tariffs or They create factories on American soil to avoid them, something that for example TSMC is already working. Tariffs with the point of sight in AI. In fact, a good part of the components and GPUS necessary to create these data centers are imported from Taiwan, Mexico and China, which are three of the countries that will be punished by tariffs. The punishment for these imports is remarkable, and can lead to a slowdown in the development of AI. Investments in danger. The investment in data centers is colossal by the Big Tech, and we have the example of Amazon that plans to dedicate most of its 2025 capex of 100,000 million dollars In these developments. How will tariffs condition that investment? Difficult to know, but both for Amazon and for the rest there are now new problems to make investment. That are added that perhaps They were oversized first of all. Image | Gage Skidmore | Microsoft In Xataka | The USA hits China again with a double purpose: to stop the development of its hypersonic superorders and missiles

After the emergence of Deepseek, the “seven magnificent” of the Tech industry have collapsed in the stock market. All except Apple

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The year began well for Nvidia. On January 29, 2025 its capitalization I reached The 3.49 billion dollars and everything seemed to go on wheels. The Surprise arrival of Deepseek R1 It changed things a lot and joined other factors to cause spectacular collapse. Two months later, this Nvidia market capitalization is 2.77 billion dollars: it is almost 21% less. That effect has been contagious, but one of the greats is falling the storm. Apple. As they point out In five daysthat January 25, 2025 Apple had a capitalization of 3.55 billion dollars, and at this time that value is 3.35 billion, 5.6% fall. Sensitive, of course, but much less than that of its rivals of the group of “The Magnificent Seven”. That they have stayed in … Not so magnificent. Next to the fall of Nvidia are those of Microsoft, Alphabet, Amazon, Meta and Tesla – as we say, is saved a little. If we analyze the evolution of market capitalization of the seven the performance of these two last months, the “average” drop is 13.5%. They have lost more than two billion dollars compared to 15.58 billion dollars in late January, a real collapse. It’s not just care. The impact of Deepseek has not been the only factor that has contributed to those falls. They have had a lot to do The recent tariffs That is imposing Trump to imports of all kinds of products – foreign cars They are the last victims-. These taxes and Trump’s protectionist policy are forcing many companies to restructure their strategy, and investors – and consumers – are clear what the impact of all this will be: price increases everywhere. Why does Apple endure? Of the great technology, Apple is the only one that has managed to mitigate the losses relatively. Probably partly because of his “warm” attitude to AI. Your interest in data centers fever It is practically nulland despite the Recent criticism It is clear that it is not “burning money” as other companies in the sector do. The rest of the group has invested true fortunes In this segment, although some They are stopping. Bubble in sight? These days are 25 years of the bubble of the Puntocom, and what is happening with the great technology and the AI ​​segment does fear for an AI bubble. There are certainly similarities between both situations, but also important differences. Apple, especially solid. Cupertino’s company is usually More immune that their rivals to these fluctuations in the world of finance. In the face of complaints about the relative lack of innovation or New disruptionsApple has managed to diversify income – especially with the expansion of its services – and continues to maintain confidence of both investors and users. Image | Zhang Kaiyv In Xataka | Deepseek R1 is not just another AI model: it is the greatest existential threat that Silicon Valley has faced

A review of the cars of the millionaires Tech

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Elon Musk, Mark Zuckerberg or Jeff Bezos have enough money as to drive any car that seems to them. However, not all of them demonstrate an excessive passion through the motor world and, for security reasonsvery few of them are allowed to drive their own cars. Some must settle for appreciating the beauty of their collections of supercar exposed as art pieces in His luxurious garages. Since these technological magnates were not always as rich as they are now, they have also led utilities without so many power horses, but with many more kilometers more behind them. We discovered what cars the heavyweights of technology have led throughout their lives. Elon Musk: Hurdly to arrive As expected, Tesla’s CEO is a big fan of its own vehicles. In 2019, Musk revealed in his X account That his favorite was the Tesla Model S Performance, although he has also led a Model 3 Performance and his security team usually uses the Model X for their displacements. Also assured have driven a Cybertruck after its launch. However, Musk’s passion for cars is not limited to Tesla. Your collection is much more varied. According The published by GQOne of his first cars was a BMW 310Iof 1978. With the first money he obtained with the investment round of ZIP2, the first company he founded with his brother Kimbal, Musk bought a Jaguar E-Type 1 Roadster Series, according to Walter Isaacson in The last biography of the millionaire. Nevertheless, The most representative Because of its meaning, McLaren F1 bought in 1999. The car was valued at more than one million dollars and acquired it after selling ZIP2 to Compaq for 307 million dollars, officially becoming a millionaire. The moment when he received that car I am immortalized In a video. “There are only 62 around the world and one of them is now mine,” said a very young Musk. Later, Musk would crash that car on a Los Angeles highway when he tried to show Peter Thiel that he was not afraid to risk during the merger process of his companies to give rise to PayPal. “It was a miracle that neither of them was injured,” assured Thiel a The New York Times. Jeff Bezos: The pragmatic Jeff Bezos is the second greatest fortune in the world, but one of the cars with which he is most related is neither a supercar nor a luxurious Berlina: it is a Honda Accord of 1991, at the same time that Amazon had an estimated capitalization of 30,000 million dollars and its fortune was about 1,000 million dollars. Like Bezos confessed At 60 minutes, “it’s a very good car.” Bezos drove that car until 2013 to go to Amazon offices. However, the millionaire treasures an impressive collection of exclusive supercar among which, according to Autobildthere is a Ferrari Sergio of limited edition of which there are only six copies; and a Bugatti Veyron link customized by the Mansory coach. Much more exotic is the Lykan Hypersport of the Lebanese W Motors, like the one who participated in one of the scenes of the saga of ‘Fast & Furious’ jumping between two skyscrapers. Nor is a Koenigsegg CCXR Trevitavalued at more than four million euros, and a special edition of the Lamborghini Venenoof which there are only six units in the world. In recent years, the millionaire has been seen driving Rivian electric vehicles, after Amazon became its largest shareholder buying 17% of the electric car manufacturer to make it its main DISTRIBUTION VEHICLE SUPPLIER. Mark Zuckerberg: Hatchback passionate Recently Mark Zuckerberg has suffered A change of style which makes it seem “more bad” with gold chains around the neck, Watches valued in millions of dollars and design clothes. In that change, a supercar of Porsche 911 GT3 With Touring Pedigate Personalized by expert television television workshop West Coast Customs. Such and as he published Business Insiderduring a good part of his career he has been driving several compact vehiclesamong which a black Volkswagen Golf GTI, an Acura TSX (Honda Accord twin) of the same color or a Honda Fit. All of them are cars that did not exceed $ 30,000, but that Zuckerberg already bought as a millionaire. Touch the image to go to the original message The Facebook founder published in 2022 a photo in Your Instagram profile in which he showed two Ford Bronco that he had restored for him and his wife Priscilla. In addition to the two porch that the millionaire recently acquired for him and his wife, in engine journalism they claim that he also owns a Pagani Huayra valued at about two million dollars. Larry Ellison: Passion for extravagance The co -founder and president of Oracle is the fourth greatest fortune in the world, so anyone will miss his fortune In extravagances. In addition to having bought an island in Hawaii or investing in the most expensive lettuce in the world, the Millionaire octogenarian also has an impressive supercoches collection. According to published Los Angeles Times, among the Ellison’s supercar cars collection, models such as the Audi R8, a lexus ls 600h L or a lexus LFA valued at about 350,000 dollars stand out. Nor are exclusive units missing such as the McLaren F1 or a Ferrari Enzo. However, the greatest eccentricity Ellison has been the purchase of several Acura NSX every year for more than 15 years, which he later gave to his friends. According to Mike Wilson, author of the book ‘Difference Between God and Larry Ellison: Inside Oracle Corporation: Godesn’sn’t Think He’s Larry Ellison ”Ellison was tired of his Ferrari caught fire, so he decided to try an acura (Honda) NSX and had an arrow with him. He especially liked the 1996 model. Larry Page and Serguéi Brin The founders of Google, in addition to having a very similar vision on how the network of networks should be organized, also coincided a lot in their taste for sustainable cars. Both founders have led a stage of their … Read more

Big tech are playing everything at AI

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Goal is negotiating the construction of a campus for a gigantic data center. It would be intended for its artificial intelligence projects, and the potential cost could exceed 200 billion dollars, sources close to those plans indicate In The Information. Potential locations. The project seems to have the construction of that campus in states such as Louisiana, Wyoming or Texas. Those responsible for the goal have already visited possible locations, they indicate these sources. These three states have land at affordable prices, Abundant and cheap energy and even proximity to large Internet communications infrastructure. Meta denies it. A Meta spokesman has denied these rumors, and has indicated that the company already communicated its forecast of capital expenses (CAPEX). In fact, it describes these rumors of “pure speculation.” Zuckerberg already gave data about CAPEX. The truth is that Mark Zuckerberg effectively gave precisely information about his Capex forecast by 2025. The figure is very high, 65,000 million dollars, but it is approximately one third of what these new rumors would point out. Data centers everywhere. The fever for investment in data centers seems to have been infected among large technology companies, and all of them have recently announced extraordinary projects to build data centers dedicated to AI. Thus, we have: Amazon: 100,000 Millions of dollars Microsoft: 80,000 Millions of dollars Google: 75,000 Millions of dollars Goal: 65,000 Millions of dollars Apple: 12,000 Millions of dollars And Stargate what? Meanwhile, the other great project in this area It is undoubtedly Stargateled by OpenAI and Softbank as main investors and technological partners, and that theoretically raises An investment of 500,000 million dollars in four years. But AI models want to be more efficient. That tendency to create gigantic data centers and that will consume vast amounts of energy contrasts with the fact that AI models try to be increasingly efficient and capable, as we have seen with Deepseek. So, what happens to all that investment, where is it addressed? Demand (theoretically) will grow big. What Big Tech are doing is preparing for a massive AI adoption by both private clients and companies. Although today use is relatively modest, these investments raise a clear future. One in which we will use the AI ​​constantly, as we now use the Internet or our mobiles. And 8,000 million people using AI at all hours will need a lot of computing capacity. And the AI ​​in local, what? It is also expected that part of that load will not be executed in these large data centers, but on our devices. The small models – as Gemini Nano in Android or Apple Intelligence on the iPhone – will be able to replace part of the functions we will need, which will “download” partly to the data centers. But. Of course, industry and Big Tech forecasts could fail. These immense investments are a clear commitment to the revolution that the AI ​​poses, but it remains to be seen if this technology will be infiltrated in our lives as mobiles or internet have done. The latter, for example, caused the bubble of the Puntocom in 2000, and that has made the debate about a potential bubble of AI There is also. Image | Goal | Wikimedia In Xataka | We already know how much spending on AI by companies in 2024 has grown. An absolute barbarity

Alibaba had been left behind in the Tech China race. Now you will invest 52,000 million dollars to earn the AI

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A little less than a year ago Joe Tsai, co -founder of Alibaba and current president of the company, gave a worrying fact: China had a two -year delay compared to the US in AI. That disadvantage seems to have faded completely in recent weeks, but the company chaired by TSAI is not a protagonist in that segment. It is precisely what you want to change. THE TROZÓN DE MA. The company, one of the most important in the world in the technological segment, – and The 29 of the global ranking By market capitalization – it has had somewhat difficult years After what happened with Jack Ma. Now he has a clear plan to recover lost time. But Alibaba gets serious. The firm advertisement on Monday that plans to invest at least 380,000 million yuan (about 52.4 billion dollars to change) in cloud computing infrastructure and artificial intelligence. He will do it in the next three years. It will have (a lot) competition. The announcement occurs just at the time the AI ​​segment in China It is especially hot. Bytedance, owner of Tiktok, hopes to have a capex of 150,000 million yuan only in 2025 (20,690 million dollars). Others such as Tencent, Baidu or Startup Deepseek They are certainly putting very interesting things in this area. The gold fever of the data centers. In recent weeks we have seen how technological companies in the US have announced astronomical figures for their budgets and their capital expenses (CAPEX) in the coming years. Except Appleall Big Tech will make colossal investments ranging from 65,000 million finish to the 100,000 that plans to invest Amazon. Most of that money will go to data centers for AI, and here Alibaba seems to not want to be left behind. With Xi Jinping’s blessing. The Chinese government has been maintaining its great technological government very at bay. However, the Recent meeting of President Xi Jinping With the top responsible for these companies, he has raised a change in Chinese policies, now apparently more open than their private companies – although closely linked to the Xi Jinping administration – grow remarkably. Up to rise. Alibaba’s announcement occurs days after their financial results, which were slightly above expectations. That has been a revulsive for their actions, which rose significantly and that seem to reflect the optimism of the investors, which is probably even greater. Image | Alibaba Group In Xataka | While all looks were heading to the US, China silently developed a very potent ecosystem AI

In its pulse with the US, China has restricted key minerals for the Tech industry. Japan fears an impact globally

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The commercial war between United States and China It is developing with export controls. While Washington restricts the sending of advanced semiconductors and other avant -garde technologies, Beijing responds by limiting access to strategic resources. However, Japan has not hesitated to warn that the repercussions of this confrontation can go beyond these two powers. Financial Times points out That both the Japanese government and the companies in the country are alarmed by the recent measures of the Asian giant, which could mark the beginning of a “declaration of economic war against the rest of the world.” Japan, the greatest global consumer of Germanio, Graphite and Gallic, continues to receive these critical minerals, but fears that China further limits its supply. The dilemma of re -export controls China wants to prevent Gallium, whose supply to control 98%, drive military applications in the United States. And not only is he trying to do it directly with the export controls, but also indirectly with the Re -export controlswhich seek to limit the sending of products that contain this element, but the rules of the game are not clear at this time. The Chinese Gallic is in pieces made in Japan and imported by Tesla, as well as in Broadcom optical communication components and semiconductors used in Apple devices. However, Japanese suppliers that make up the supply chain of these US companies claim to ignore the gallium limit that they can incorporate into their products. So, as they warn, China could decide overnight that an excess of gallium is being sent to the United States and demand that a export license to continue supplying. The dynamics of licenses is well known: the United States has also used them To restrict the export of Nvidia graphics chips to Chinaand the problem is that, in most cases, they are never granted. In a globalized world, the decisions of key countries resonate beyond its borders. A change in the export policies of China or the United States can reconfigure access to essential resources, affect global prices and alter the economy of some nations. What seems like an isolated dispute can have direct effects on global markets, even making themselves feel in consumers. Images | Lio voo | Ln In Xataka | China’s veto to export minerals to the US had a small print and affects a key element of Ukraine defense: drones

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