The Ojo Yoshida Report
‘AV Problem’ Is Real, ‘Trolley Problem’ Isn’t
What’s at stake?
Public trust in the safety of air travel marked a quantum leap in transportation. The planned transition from human-driven cars to autonomous vehicles is an equally radical change that likewise will hinge on the public’s trust in machines and the ability of machine intelligence to make sound decisions that don’t compromise ethics or safety. Given that AVs will make good, bad, and ugly driving decisions without human input or intervention, society’s tolerance for AV machine errors can be expected to be vanishingly small.
Immigration Is America’s Superpower
By Girish Mhatre
What’s at stake
To effectively compete, America must continue to attract and retain global talent in science and engineering, particularly foreign students. America’s economic and technological leadership rests on it in an increasingly bipolar world.
He could have been anybody. Middle-aged, but still boyishly trim, casually dressed, a puffy jacket draped across his arm, he blended easily into the throng of protesters at SFO one January morning in 2017. The night before, America’s new president had peremptorily closed the borders to travelers and refugees from seven Muslim countries. Lawyers and politicians had quickly joined ordinary citizens at the airport in raucously protesting the ban. But the man stood quietly, alone.
Podcast: Nvidia’s Declining Prospects
By Peter Clarke
Will a minority stake in Arm be the most Nvidia is allowed? Or will Nvidia be allowed a chance to buy only a small portion of the IP licensor, such as the artificial intelligence part? And will that prompt Nvidia CEO Jensen Huang to throw in the towel on his mega-merger aspiration?
Let’s start by saying that the outcome of merger and monopoly investigations depend on how broadly or narrowly markets are defined and, similarly, on how far an antitrust regulator takes its remit. That’s why the outcomes of such probes are rarely a foregone conclusion and can depend on the political climate of the day.
But the signs are not looking good for Nvidia, the US-headquartered supplier of graphics processors and accelerator processors for data centers, and its ambition to take over Arm, the UK-based but Japanese-owned developer of processor architectures and cores for license.
Betting Big on SiC, Wolfspeed Aims to Power a ‘Revolution’
By Bolaji Ojo
Gregg Lowe’s 2017 appointment as president and CEO signaled to industry watchers that change was imminent at Cree Inc. The chip industry veteran’s last CEO gig, at Freescale Semiconductor, had culminated in that company’s sale to NXP for a then-staggering $12 billion. In the four years since Lowe took the job, Cree has become Wolfspeed (which was the name of Cree’s Silicon Carbide business unit) but the changes at the company don’t stop with the name swap. Lowe has shepherded a transformational restructuring, with significant implications for a huge section of the semiconductor industry.
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