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This interview, that is in Spanish, is great to understand how Europe is legislating around stablecoins and how late they are with CBDC. NUEVO DINERO o cómo Europa se carga a las Stablecoins. I did a map to remember the situation described in the interview at the end of 2024.
Nvidia and AMD have recently announced some agreements with OpenAI. The type of agreements are quite different. Major Term NVIDIA-OpenAI Deal AMD-OpenAI Deal Commitment Strategic partnership, investment, and infrastructure build-out. Multi-year, multi-generational supply agreement. Compute Capacity At least 10 gigawatts (GW) of NVIDIA systems. Up to 6 gigawatts (GW) of AMD Instinct GPUs. Financial/Investment NVIDIA … Read more
The company is a perfect match for their telecommunications division and a complement to the work done in Quantum Computing.
For this quarter my focus will be to learn about Quantum Computing. The plan So the V2MOM for this quarter will be: Death line = 31/December/2025 The results (January 2026)
I was reading about how AWS is playing the game in the Quantum Space. Not surprises here, they are playing the game in the way they always play the game:
This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more
Quantum annealing is a quantum computing technique used to solve optimization problems by finding the lowest-energy state of a system. It works by encoding a problem into a mathematical energy landscape, where the best solution corresponds to the global minimum. The quantum computer then starts in a simple, easily prepared ground state and gradually evolves … Read more
During these days, we all that are in this industry called IT and that work heavily on AWS start to receive the list of deprecated services. As an example, this just came: Change in prices These notes also come with some price updates. For instance the Bedrock Claude prices change Token Direction Current Price(Cost per … Read more
AI is in the portfolio, and now it’s time to think about the next big thing. There are many advances in many fields but they are too far away to my knowledge, the closer one where I have some literacy is technology, so I have picked Quantum Computing as a field where to read. When … Read more
When operating in a competitive space without a clear business case, where should you invest? Rather than chasing specific opportunities, focus on identifying the patterns and characteristics that signal where investment makes sense. Once you recognize these patterns, seek out the providers that deliver those unusual characteristics—ones that may not yet be mainstream. If we … Read more