Marimar Jiménez

Maravilloso fin de semana en La Feria del libro de Madrid. @egarciagarcia y @marimarjimenez hemos disfrutado firmando nuestro libro "Chips y Poder". Gracias a todos los que os habéis pasado a vernos.

EE UU responde a la amenaza de Irán contra las compañías estadounidenses en Oriente Próximo: “Estamos preparados para frenar cualquier ataque” elpais.com/internacional/… vía @el_pais

Huawei comeback loses pace as cloud and phones falter ft.trib.al/BL4ttYE

Six months of Helium inventory and Algeria as the alternative provider … Samsung, SK Hynix Move to Stabilize Helium Supply Chain for Semiconductors Amid Prolonged Iran War m.etnews.com/20260331000122…

Iran threatens to strike US-owned infrastructure in the Middle East Cisco, HP, Intel, Oracle, Microsoft, Apple, Google, Meta, IBM, Dell, Palantir, Nvidia, Tesla and Boeing, among others. politi.co/4dlqKHM via @politico

Italia, la Italia de Meloni, ha denegado el aterrizaje en Sicilia a un avión de EEUU que hacía escala hacia Oriente Medio. A la derecha española quizá le aplauden en Florida, pero está cada vez más sola en Europa.

El Comité de Redacción de EL PAÍS ha trasladado el siguiente mensaje a la redacción del periódico: “Ante las informaciones publicadas por algún medio, este Comité de Redacción ha consultado con la dirección y nos ha señalado lo siguiente: ‘La información publicada por un medio digital de la que se han hecho eco usuarios de las redes sociales es falsa. EL PAÍS no ha retirado la querella contra Miguel Ángel Rodríguez por revelación de secretos que se sigue ante un juzgado de Madrid por la difusión de datos personales de dos periodistas de la redacción. Con independencia del desenlace jurídico del caso, la dirección del periódico ofrece su pleno apoyo a los dos compañeros afectados, con los que ha estado en contacto permanente’. Desde este Comité de Redacción reiteramos nuestro apoyo a los dos compañeros afectados”.

Oracle is laying off workers while it continues to build out costly data centers for AI development on.wsj.com/4bIGqUb

FT Exclusive: A broker for the US defence secretary attempted to make a big investment in major defence companies in the weeks leading up to the US-Israeli attack on Iran, according to three people familiar with the matter. ft.trib.al/HIiu9Tx

Un depredador no se arregla: hay que desmontarlo enriquedans.com/2026/03/un-dep…

$NBIS is building a 310 MW AI factory in Finland with first capacity expected in 2027. It would rank among Europe’s largest dedicated AI facilities while expanding Nebius Finland footprint.

La arriesgada jugada de la nave Orion: viajar a la Luna en su primer vuelo con humanos a bordo. Sin haber sido probada nunca con astronautas, el escudo térmico de la cápsula espacial y su sistema de soporte vital generan dudas. elpais.com/ciencia/2026-0… vía @el_pais

Israel aprueba condenar a muerte por defecto a los palestinos de Cisjordania que maten a israelíes elpais.com/internacional/… vía @el_pais

@nytimes Will America force Israel to withdraw this law? Because one of the reasons the U.S. gives for attacking Iran is that protesters are being executed there. Either it should stop using human rights as a false pretext, or take strict action against Israel.

Breaking News: Israel passed a law that allows for the hanging of Palestinians convicted of deadly attacks. Critics say it likely won't be applied to Jewish extremists convicted of similar crimes. nyti.ms/4m8yeQI

Breaking: The Magnificent 7 have lost over ~$5,000,000,000,000 of market capitalization from their all-time highs • Microsoft: -33.4% • Meta: -32.4% • Tesla: -25.7% • Amazon: -21.0% • Alphabet: -20.1% • Nvidia: -19.1% • Apple: -13.4%

Sora no murió: OpenAI la ejecutó para salvarse a sí misma enriquedans.com/2026/03/sora-n…

China pisa el acelerador en la carrera de los implantes cerebrales. Pekín impulsa una estrategia para desarrollar interfaces cerebro-computadora que rivalicen con la compañía Neuralink de Elon Musk elpais.com/ciencia/2026-0… vía @el_pais

De una exempleada de Facebook a padres desesperados: así se fraguó el mayor revés judicial contra las redes sociales elpais.com/tecnologia/202… vía @el_pais

Irán denuncia que EE UU prepara ataques terrestres mientras habla de negociaciones elpais.com/internacional/… vía @el_pais

BREAKING: The United States just took over $126 million from Switzerland’s fighter jet account to cover missile shortfalls in the Iran war. Switzerland did not approve this. Switzerland did not consent. Switzerland had already frozen its Patriot payments after learning deliveries would be delayed four to five years. The US circumvented the freeze. SRF, Switzerland’s national broadcaster, reported on March 26 that Washington redirected Swiss funds originally allocated for 36 F-35 fighter jets to cover Patriot air defence shortfalls using the Foreign Military Sales pooled trust fund, a structure that allows the Pentagon to reallocate payments across a buyer’s contracts without that buyer’s permission. Swiss armaments chief Urs Loher confirmed the diverted amount is a “low three-digit million” Swiss francs and called the situation “very unsatisfactory.” The money Switzerland paid for jets is now subsidising a war Switzerland refused to participate in. Bern halted new arms exports to the US on March 20 citing the Iran conflict. Switzerland rejected two US military flyover requests linked to Iran operations. Two hundred years of armed neutrality, and Washington reached into the account anyway. Here is why. The United States fired 943 Patriot interceptors defending Gulf states in the first four days of Operation Epic Fury per a US Congressional study cited by the Jerusalem Post last week. Lockheed Martin and Boeing produce 620 Patriot interceptors per year combined. In four days, America burned through eighteen months of global Patriot production. The war has consumed roughly one-third of the entire THAAD missile stockpile. Annual THAAD production does not exceed 100 units. The cost asymmetry is what makes the depletion irreversible at current production rates. Each PAC-3 interceptor costs $3.9 million. Each Iranian Shahed drone costs between $20,000 and $50,000. The cost exchange ratio is 114 to 1 in Iran’s favour per Military Times. Iran manufactures an estimated 10,000 Shaheds per month per Reuters. America produces 620 interceptors per year. Iran builds more drones in a single week than the United States builds interceptors in an entire year. Every interceptor fired in the Gulf is one that cannot be delivered to Switzerland, Ukraine, Taiwan, Japan, or Poland. The State Department warned allies on March 27 that Patriot deliveries to Ukraine would face disruptions as the Pentagon prioritises Iran per Quiver Quantitative. Senator Chris Murphy said on record: “We’ve been told again and again one reason we can’t provide interceptors for the Patriot system for Ukraine is that they’re in short supply.” Lockheed signed a framework to quadruple production to 2,000 units per year. That capacity will not arrive for six to seven years. The Pentagon has asked Congress to shift $1.5 billion from other programmes to accelerate procurement per Bloomberg. None of this helps now. The interceptors are depleting now. The allied accounts are being raided now. Switzerland is considering reducing its F-35 order from 36 to 30 jets and accelerating evaluation of European alternatives per Bluewin and Global Defense Corp. Swiss parliamentarians have called the redirection “an unacceptable violation of procurement sovereignty.” The Swiss parliament is preparing formal hearings. Switzerland is the canary. A neutral country with two centuries of armed neutrality just had its fighter jet money taken without consent to feed a four-week-old war that burns 18 months of interceptor production every 96 hours. Every US ally with a pending defence contract should be asking one question: whose account is next? Full analysis: open.substack.com/pub/shanakaans…