wanting

India has been wanting to be the new China for years. The Iran war is putting it on a plate

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The iran war is demonstrating, once again, the fragility of globalization. Just look at this graph: Graphic: Xataka The price of a barrel of crude oil has rampaged because Iran is attacking refineries, the Strait of Hormuz through which 20% of the world’s crude oil passes It is abuzz and there is instability in the ‘oil well of the world’. Refineries are targetedbut also the new mine of the world economy: data centers. Iran has attacked data centers of Amazon in Saudi Arabia and Big Tech are setting their eyes on nearby countries where they can move. And what is very attentive is an India that has been pursuing an ambitious goal for years: to become the new China. They have been tempting big technology companies for years and with the narrative of being a safe and reliable country in which to manufacture. The war in Iran is now giving it another argument: kamikaze drones do not fall in its data centers. In short. Data centers have become critical infrastructure. They are from the moment you are investing in them. more than we invested to go to the Moonthe economy of some companies and countries is being linked to their success and, above all, they have been since the AI ​​fever has put the world of hardware in an alley. In war and love, anything goes (or so some apply), and this time we are seeing how they bomb schools, hotels and data centers. On March 1 and 2, Iran attacked with its drones two of the Amazon Web Services, or AWS, facilities in the United Arab Emirates and another center in Bahrain. This has forced the technology company to pause activity in those facilities, asking that companies that had services running on their servers migrate to those in other countries. Solutions. Latency plays a fundamental role in certain operations, so they must be servers that are relatively close to those that have been attacked. And that’s where they come into play both that Amazon has in India, specifically the one in Munbai and the one in Hyderabad. These are data centers from Amazon, yes, but the country has big plans to create an industrial fabric based on this type of infrastructure. At the beginning of last year we echoed a mega data center hard to believe. When most of the world’s large facilities remain below 1 GW of energy capacity, an Indian company wants to create a single data center with a capacity of 3 GW. If we return to the Amazon centers in northern Virginia, in the United States, we see that about 300 installations add up to a total of 2.5 GW. And now India wants one to only have 3 GW. And it wants to have it by 2027, a date as ambitious as its own dimensions. Rain of millions. It is estimated that such a facility would cost between 20,000 and 30,000 million dollars, but it is something that today’s India cares little about: they are burning money to attract industry and steal what they can from China. The country has been offering hundreds of millions of dollars to each technology company that wants to settle in its territory. It’s not just money. India is developingits market is growing and something important: young Chinese are increasingly more qualified and labor is getting more expensive. A cheaper workforce in India, added to government incentives, are two powerful arguments for some giants in the technology sector to move to the country. And, little by little, they are achieving it. Xiaomi, Motorola and even Huawei manufacture complete models of some of their lines in India. Asus, HTC, Samsung, Microsoft and LG have plants for some parts and Apple has taken the production of parts to India. old iPhone models. Another one is Micron, one of the main players in the memory segment. tempting everyone. The country wants more and it is gone sitting with representatives of heavyweights such as the aforementioned Apple… and Samsung. They want the South Koreans don’t just make a few piecesbut rather that they invest in artificial intelligence, hardware and in something that India is eagerly seeking: semiconductor research and development. Samsung is one of the world’s leading foundries and is investing millions outside of South Korea. India seeks to be part of that equation. To do this, they have something called PLI. This is a government initiative that encourages the production of a complete portfolio of products. That is to say: the more complete products a same brand manufactures in the country, the more incentives and economic advantages it receives. They also promise less economic friction with the West, although looking at the issue of tariffs and their ups and downs, it is something that can change from one day to the next. And it’s not all about pure and simple money: India is the most populous country on the planet and it is estimated that the average level of income will continue to rise over the next five years, which also “promise” a good national market for those products that companies manufacture on their soil. The Bangladesh Hi-Tech Park project And the result, with Hyundai being the only one with a significant presence and many open fields, buildings under construction… broken dreams. According to estimates, electronics manufacturing in India was a market of 115,000 million dollars and it is expected triple it by 2027. My colleague Laura already detailed that they were executing the technique of being a steamroller based on releasing billsalthough two things must be said. The first is that one of those objectives, the become the foundry of the worldit’s going to be complicated. TSMC is leading the conversation and is moving both on home soil -Taiwan- and in Europe and, above all, the United States. And what is truly worrying for the country is that, in this search for talent at all costs, it has invested a lot of money in the construction of technological cities that … Read more

Japan has been wanting fewer tourists for years. Now he fears China is making his wishes come true

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Japan has been choked by foreign tourism. And it is understandable. The weakness of the yen, the reactivation of demand after the pandemic stop and the enormous popularity that the country has achieved on networks has triggered its flow of visitors to record levelsstirring up the debate on he oversight and generating discomfort in some particularly congested destinations, such as Kyoto, nara or Osaka. To stop it, there is already talk of a tax increase. There are even cities looking for ways to reduce the flow of international tourists. Now, for reasons that have little or nothing to do with the tourism market, Japan is encountering the collapse of demand in its big market: China. The question is whether that is a blessing or a threat to your economy. Pack of tourists. The data is incontestable. Japan has become one of the most popular destinations among those planning their vacations. Last year the country received 42.7 million of foreign visitors, an absolute record that shatters the data from 2024, when it fell just short of 37 million. Beyond the year-on-year comparison, the data is interesting for two reasons. First, because never before had the Japan Tourism Organization (ONTJ) counted more than 40 million visitors annual. Second, because the data leaves the 31.9 million of 2019, the last year before the pandemic, far behind. If nothing changes, the Government plans to reach the 60 million this decade, which will translate into a powerful injection of resources into the Japanese economy. In 2025 alone, foreign travelers spent more than $60 billion. More than money. The problem is that this flow of tourists not only translates into full planes, hotels with the sign ‘no places left’ and hoteliers and merchants satisfied with their sales. The international tourism boom has generated tensions in some destinations especially congested, leaving almost almost surreal episodes, such as the one lived in Kyoto. There the authorities have had to prohibit “paparazzi tourists” from accessing one of the most emblematic points of the city. The reason: so that they do not harass the geishas. It is not the only proof of the tensions that are emerging due to tourist saturation. In Fujikawaguchiko the authorities, unable to contain the hordes of travelers eager to “hunt” the best selfiethey chose to install a fence that blocks the views of Fuji. In Fujiyoshida they just canceled your festival Sakura because it saturates the city with visitors who clog traffic, sneak into homes and leave trash in parks. And in Yamanashi they decided years ago start charging to ascend Fuji to preserve the mythical mountain. And the Taiwan crisis arrived. Whims of geopolitics and international diplomacy, Japan has just found that this record flow of visitors could receive a severe setback. And all on account of something that has little or nothing to do with the tourist market: Taiwan. To understand it, we have to go back to November 7, when the Prime Minister of Japan, Sanae Takaichi, warned during a parliamentary debate that Japan would not hesitate to mobilize its self-defense forces in case China entered Taiwan by force. Although the Japanese Government assures that its position remains the same as always, the truth is that Takaichi’s words broke the “strategic ambiguity” that Japan has maintained for decades. And that was not liked one bit in China. The relationship between Beijing and Tokyo became strained to such an extent that the Asian giant responded with more than complaints diplomatic: canceled concerts by Japanese artists, postponed the premiere of movies, he claimed the pandas on loan to Japanese zoos and restricted its valuable rare earth exports. What does it have to do with tourism? That in its response to Japan, Beijing also played one of its great economic assets: tourism. The Chinese authorities they advised its citizens to avoid Japan and even canceled dozens of routes airlines with the country. In November the BBC reported that some Chinese airlines were offering their customers refunds for their flights to Japan. Such a movement would not have much importance if it were not for the fact that China is one of the main sources of the Japanese tourism sector. The Asian giant is one of its big markets issuers, along with Korea. According to the Japan National Tourism Organization, in 2024 China was the second largest source of tourists visiting Japan. concentrated about 19% of all demand, only behind Korea (24%). The data is also completed with the 7.3% of Hong Kong and the high weight that Taiwan also has in Japanese tourism. The flow from the Asian giant is key, however, for another reason: as remember The New York TimesChina not only moves many tourists but its tourists spend a lot in Japan. Goodbye Chinese tourists. Although the open conflict between China and Japan is recent, its effects have not taken long to be noticed in the tourism industry. TNYT assures that in December the flow of Chinese travelers already plummeted by 45% compared to the same month in 2024. And the situation does not seem to be improving in the coming months: Japan has fallen on the list of the most coveted destinations for the Chinese to enjoy their Lunar New Year holidays. There are those who already warn that Japanese hotels will welcome 60% less of Chinese. Why is it important? Beyond the percentages, this ‘puncture’ in the Chinese market represents a setback for a sector (Japanese tourism) that until recently seemed unbeatable. Despite how popular Japan continues to be in the rest of the world and the record data it is collecting, its balance of incoming tourist spending registered a drop of 2.8% during the last three months of 2025. It is not a high percentage, but it represents the first decline in more than four years. In November, Bloomberg already warned that the diplomatic row with China threatened to cost Japan’s tourism sector 1.2 billion in income. If the data were not conclusive in itself, it comes at a … Read more

Dreame seeks to become the third largest in China along with Xiaomi and Huawei. Far away from wanting to be the new Dyson

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Dreame is a Chinese manufacturer that has crept into the European conversation based on muscle. Muscle for the home, specifically. Founded in 2015, it soon emerged as a serious rival of Dyson thanks to its numerous vacuum cleaners of all kinds and beauty devices. Now it has been filtered the Dreame E1, the company’s first mobile with which they seek to replicate the strategy of the “Apple from China”. They no longer want to be Dyson, they want to be Xiaomi. The Dreame E1. In September, Dreame dropped the bomb: robot vacuum cleaners They were going to move into the smartphone segment and electric cars. Since then, Dreame’s phone had kept a low profile, but it recently appeared in the European database EPREL with the name ‘W5110’. We have to wait for the official announcement, but it seems that it will have a AMOLED screen 6.67 inches, a 108 megapixel main camera, a 4,850 mAh battery and only 33 W charging, as well as seven years of system updates. This would aim to satisfy European regulators. Divide the world. Its features are not revolutionary and the sketches look like those of a Samsung Galaxy S25but it is a first step. No price or key details such as the processor or something so on everyone’s lips like the RAM memorybut in an internal communication, the CEO of Dreame pointed out high: they want to be one of the three tigers of consumer technology. The other two would be Huawei and Xiaomi, companies that have been shaping an ecosystem in which a multitude of home devices are controlled by a single brain: the mobile phone. In a scenario in which we can have our house full of Dreameit is a vision with all the sense in the world. 1+8+N from Huawei. Many devices, a single brain Xiaomi, the birthplace of Dreame. To understand this strategy, it is essential to understand the model that Xiaomi has been developing for more than a decade. The company began by selling its own products, but also making investment strategies in promising startups, like Dreame. These companies developed a product and gained access to Xiaomi’s distribution network, but also to its name. A rice cooker from an unknown company does not attract attention. One from that same company, but under the name Xiaomicalls much more. This way, the risks are also lower. And, precisely, Dreame manufactured vacuum cleaners that they formed part of the Xiaomi ecosystem while simultaneously operating its own catalog. It is something that explains the rapid growth of many Chinese brands, something impossible, or very difficult, if they had operated independently from the beginning. Roborock too was in that Xiaomi ecosystem. Meteoric. The rise they have achieved since their independent birth has been brutal. According to some analyses, Dreame is the third manufacturer of robot vacuum cleaners with a share of 11.3%. They only have Ecovacs ahead with 13.6% and Roborock with 19.3%. In Europe they are very well positioned, reporting great growth in revenue during the first half of this year, and the consequence is what we saw during the presentation at the IFA a few months ago. The mobile phone will be the control center, that N+1 that we have seen in companies like the aforementioned Xiaomi or Huawei, and at the German fair they announced that, along with the consolidation of their personal care range, robot vacuum cleaners, vacuum cleaners, lawnmower robots and pool cleaner, will launch in Spain in the coming months televisions, air conditioners, dishwashers and kitchen appliances. They are already at itwith small appliances, accessories and even smart lighting. In this photo the ecosystem is that of Xiaomi. It could easily be Dreame’s future. Image | Xataka Ford already said it. It is, as we said, a carbon copy of the strategy that has worked so well for Xiaomi. They entered with competitive technology at a good price to gain market share and customer loyalty, and now they want to expand the ecosystem with all types of connected devices. It is a strategy within the reach of not all companies, but it is drawing the attention even of people like Jim Farley. Farley is the CEO of Ford and, in his quest to understand why chinese cars are winning toast to Westerners, he has been driving the Xiaomi SU7. Apart from other characteristics, what impresses him most is the ecosystem: With your cell phone you control the car, and from the car you control the house. Ambition. Given this, the fact that a robot vacuum cleaner manufacturer launches a mobile phone is not a surprise and responds to a strategy in which manufacturers want us to have a house full of their devices, controlling everything from a single app. And, if possible, from your mobile. And it is not surprising if we look at the investment figures in research and development. Dreame has 5,000 employees and 60% of its staff is dedicated to R&D. They invest 7% of their annual income in this segment and it is evident that Dreame wants to stop being the Chinese Dyson. It wants to be the new Xiaomi. Images | HuaweiXataka, Dreame In Xataka | A Chinese company you don’t know makes 35% of all microwaves in the world. Probably yours too

We have been wanting to see how diseases moved in real time. The first steps are taking Valencia

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Epidemiology is a science with delay. We know it well, We learned it in the worst way: Since a pathogen begins to move through a region until we collect, analyze and interpret the data that allows us to say that an epidemic is incipient, weeks spend. A few weeks that would be vital to introduce measures capable of reducing their impact and saving many lives. What happens is that, until now, that has been a chimera: bacteria and suspension viruses They are invisible. Although there are initiatives such as analyzing fecal waters, the idea of ​​seeing how pathogens move around the world seems almost science fiction. An increasingly close science fiction, yes. A curious idea. Now, a joint team of the University of Valencia (UV) and the University University of València (UPV) They have developed The first example of a biosensor capable of detecting air changes quickly, easily and cheaply. The small antenna works without additional reagents, or laboratory tests: only small electrical circuits. That is the interesting thing. Valencian researchers have tried the concept with the M13 virus, a well -known microorganism, but the results are promising and extrapolable to any other aerial transmission pathogen. The two key factors. As explained David Giménez (professor of the Department of Chemistry-Physics of the UV) in Levante, are “its price” that “facilitates its scalability and integration into early alert systems, both in Smart Buildings as in devices Weareables“And its” immediacy “because” by not needing additional reagents, this method allows you to instantly detect the presence of real -time pathogens, avoiding long sampling and laboratory analysis processes. “ And now what? Now a lot of work to do. It is true that a network of this type of sensors that were able to monitor in real time the air of train stations, wagons, schools, shopping centers or jobs would give us vital information. The problem is that, of course, there is still much to reach that point. Maybe more than we would like. Do not forget that, between 1980 and 2010, the annual number of infectious disease outbreaks He tripled worldwide and causative diseases almost folded. In addition, none of the “public health emergencies of international importance” (with the nuanced exception of COVID-19) that we have suffered since 2007 was caused by a new and unknown infectious agent. We live in the “Pandemics era“And everything suggests that we are not prepared for it. Of course, the good news is that, despite the increase in the total number of outbreaks,” global improvements in prevention, early detection, control and treatment are increasingly effective. “ And this of Valencia is a good example of this. Or it is better for us because we have the enemy at the doors. Image | Jon Tyson Image | The ‘era of epidemics’ has already begun: are we prepared to face them?

They begin by dominating a sector and then wanting to dominate them all

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Mark Zuckerberg already dominated social networks, so in 2013 Facebook tried to conquer our mobiles. Launched Facebook Home As a android pitcher, and increasing an agreement with HTC so that this firm would launch its HTC First With that pre -installed interface. That It was a failure. The fault was mostly on Facebook Home, which after a few hours on Google Play achieved a doubtful milestone: that almost 50% of those who described it They put a star of five possible. The pitcher was not quite bad for intensive users of the social network, but it was terrible for everything else. The firm had already tried to raise its entry into the HTC mobiles. He did it in 2011 with a dedicated button that surely nobody remembers and that probably condemned The HTC Chacha and HTC sauce But both in them and two years later it was clear that this was not the way. Facebook abandoned that ambition – which too He infected Amazon– And he focused his efforts in other areas. He wanted to be “Todista”and it didn’t go well. It is not the only one who wanted to dominate everything in the technological field. It is something that great technological ones have accustomed us. Microsoft is a good example: after dominating the PC and the office environment tried to sign up for trends such as those raised by the iPod (The Zune went wrong), The search engine (Bing has achieved grow slightlybut not too much) and mobile phones (what a shame, Windows Phone). He wanted to be Todista, but failed. And let’s not forget that Google, which dominates in searches and is part of the iOS-Android duopoly launching its own social network. It was just as evil (or worse) as Facebook about the mobile: Google+ is unfortunately, One of the great failures in its history. Even Apple wanted to get (supposedly) in cars and ended canceling the Project Titan. Here it is surprising that Apple failed to get into that field and a much smaller company like Xiaomi advanced it on the right (to every tablet) with the Spectacular Xiaomi Su7by the way. The Chinese manufacturer is in fact a small case of success of “Todismo”, and in fact perhaps it would be to reflect it with a face change. Even Amazon wanted to get his own mobile. It came out fatal. The last to launch that search For “all” is OpenAiwhich already has a really popular product (Chatgpt) with which he is trying to conquer other markets. The first, the searches, with Chatgpt Searchbut now they even chase Your own social network and even Your own browser “If they can’t get Get with Chrome-. It is a legitimate ambition, above all, and, as in the rest of the cases, reasonable. When you already have a successful product, use it as a lever to conquer new land and that all your ecosystem features is a logical option. They tell Apple and the iPhone. But even for them, that it works in certain cases does not mean that it works, much less always or that it does it especially well. Apple Music and Apple TV+ have undoubtedly contributed to strengthening the company’s ecosystem, but these services They are not winning In its segments. Apple does not even need something like that, because they are serving as another element of their offer, and that is already a triumph for them. However, again and again we find that this philosophy of “everyone” never just went well. And that does not confirm our well -known saying, which Silicon Valley leaders should take into account. Who covers a lot, Little squeeze. Image | Xataka with chatgpt In Xataka | Silicon Valley has changed to his prophets. The messianic CEO is back

If ‘the snow girl’ has left you wanting, you can recover this 6 -episodes miniseries in Netflix with a similar argument

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The second season of ‘The snow girl’ has become one of Netflix’s recent successes. If you have already finished with it and look for similar series, it is possible that this co -production between the United States and Germany that premiered in 2023 (curiously, very close in time to the first season of ‘The snow girl’) You are interested in its similarities with the adaptation of Javier Castillo’s novel. It’s about ‘my sweet girl’, It is also in Netflixand shows us a woman who has a curious relationship with her two children, with whom she lives retained under conditions of great security. His routine is very similar day to day and they have an order that must be fulfilled under any concept: to follow all the orders of a man who sometimes enters his room. One day, the mother manages to escape and has a car accident in the flight. In the hospital he will meet his parents, who have been looking for her for more than a decade. As you can see, a series full of turns and that is told from the perspective of the injured and semi -amnesic mother, the girl who knows endless secrets of her past life and, of course, the couple of police officers investigating the case. I inevitably remember films like ‘The Room’ and ‘Lost’that also handle issues related to disappearances for a long time and kidnappings that completely disconnect the victims of their families. If you still have any questions, a couple more data: on the one hand, it has a 100% critical score sweet In Rottren Tomatoeswhich undoubtedly makes it a very attractive proposal. In addition, it only extends by six episodes, so it is perfect for a high intensity suspense discharge that can be practically consumed of a sitting. Header | Netflix In Xataka | Only five episodes has needed this miniseries of suspense to permit to the most watched of Netflix

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