SpaceX says it may issue ‘significant’ equity in ‘future transactions’
The company added a warning to prospective investors that a major dilution could be in the cards after it goes public.
🇺🇸 미국 · IT/기술 · "DIL" · 총 4건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 11,208건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 11,206건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 18.5(중도 균형)입니다.
The company added a warning to prospective investors that a major dilution could be in the cards after it goes public.
Electrons are great. We use them to move vehicles, illuminate cities, and, of course, compute. But computation is not confined to the world of electronics. And shifting to alternative nonelectronic realms can unlock unique advantages: Photonic chips, for instance, process information with light while generating little heat. Another compelling alternative is fluidics, which uses pressurized gases or liquids to build logic circuits. Pioneered in the 1960s but sidelined by microchips, the field reemerged in the 1990s as “microfluidics.” This approach aims to shrink laboratories onto a single chip by creating microscopic fluid channels with integrated micropneumatic control systems. Today, there is a second fluidic revival, this time in the domain of soft robotics. Scaling microfluidic designs up to the millimeter-scale range (millifluidics) enables the higher flow rates necessary to drive robotic actuators. These robots exploit the nonlinear behaviors of soft materials to create lifelike motion and safer interactions, often utilizing pressurized air. By building systems that “think” with the same air that powers them, we can drastically reduce the need for bulky electronic-to-pneumatic interfaces. This is the focus of my Soiboi Studio robotics lab. With millifluidic logic, I have steadily scaled the complexity of my designs. What began with a simple oscillator has most recently evolved into a clock featuring a soft, four-digit, seven-segment display. What Is Millifluidics? Building on microfluidics research from the early 2000s and recent developments from the Grover Lab at the University of California, Riverside, I’ve developed millifluidic devices using standard 3D printing and silicone casting. The basic architecture is simple: A flexible membrane is sandwiched between rigid layers embedded with networks of air channels. Just as electronics rely on differing voltage potentials, these fluidic circuits operate on the pressure difference between atmospheric pressure (logical 0) and a near-vacuum at around −60 kilopascals of relative pressure (logical 1). Using negative pressure means the membrane is pulled into openings. This creates robust seals that allow me to replicate electronic building blocks. A cast silicone membrane forms the face of the clock [top], while behind it sits 3D-printed millifluidic blocks [middle rows]. An Arduino Uno controls driver boards that operate solenoids, which are connected to valves that are attached to a vacuum pump [bottom row].James Provost While fluidic resistors are easily realized by adjusting the channel geometry, the heart of the system is a valve that mimics a metal-oxide-semiconductor field-effect transistor, or MOSFET. This vacuum “transistor” features a flow layer with two chambers (the source and drain) divided by a central valve seat and a control layer containing a cavity (the gate). A membrane runs between the control and flow layers and normally prevents airflow between the source and drain chambers. To switch the transistor on, a vacuum is applied to the gate chamber, sucking the membrane into the cavity and lifting it off the seat. This opens a path for airflow, equivalent to closing an electric circuit. By adding a small aperture to the membrane, I created a check valve—the fluidic equivalent of a diode. By combining transistors and resistive “pull-down” channels, I can build a full suite of logic gates. The original microfluidic designs that inspired me were fabricated from etched glass and milled acrylic. Adapting them for a standard 3D printer required reengineering the logic elements and mastering two critical fabrication techniques. First, I need airtight prints, yet printed plastic is notoriously porous. By printing at elevated temperatures, slow speeds, and slight overextrusion, I was able to fill microscopic gaps. When you’re using transparent filament, there’s a handy visual indicator: The more transparent the plastic appears, the lower its porosity. Second, I used glass for my print bed. By printing the upper and lower chambers directly against this bed, I got the interface surface to become mirror smooth. This finish is essential for creating reliable, airtight seals. A 0.3-millimeter silicone membrane is placed between the layers and secured with screws. How Does the Soft Clock Work? The clockface is a cast silicone membrane. Each digit segment is formed by a small underlying cavity. When air is evacuated from this cavity, the membrane is sucked inward to create a concave hollow; when atmospheric pressure is restored, the silicone pops back flush with the surface. The result is a mesmerizing, organic motion. The “brain” of the clock is an Arduino Uno, while the fluidics significantly reduce the hardware footprint. A four-digit, seven-segment display with two separator dots would require 29 solenoid valves to control directly. My clock needs just 11 valves. A pneumatic transistor is off when its upper control chamber is at atmospheric pressure [top]. When air is removed from the control chamber, it lifts a membrane, which allows air to flow between lower flow chambers and turns the transistor on [bottom]. James Provost To understand how it works, consider a standard electronic four-digit, seven-segment LED display. This also uses 11 pins to drive its digits. (In clockface displays, an additional pin is required to drive the separator dots.) Every digit is connected to a shared data bus with seven lines, one per segment. The four control lines select individual digits. Only one digit is illuminated at time, and strobing the digits at least 50 times per second creates the illusion that all four are simultaneously illuminated. Such high-speed switching is not possible with air. Instead, I rely on memory. Each segment acts like a capacitor: By evacuating its cavity (logic 1), you “charge” the segment; by restoring atmospheric pressure (logic 0), you discharge it. Hence, each digit acts as an independent 7-bit memory. If the system is sufficiently airtight, the segments maintain their state for several seconds. Like the electronic display, the system utilizes a seven-line data bus. Each line connects to a solenoid valve that provides either vacuum or atmospheric pressure. To selectively address the individual digits, I placed a fluidic transistor between each segment and its data line. All the transistors’ control inputs for a given digit are combined into one “write enable” line connected to its own solenoid valve. Activating this valve allows me to write data into the corresponding digit’s memory. The clock updates one digit per second, meaning a full cycle across the face takes 4 seconds. This cycle also drives the separator dots: A set of fluidic diodes connects the enable lines to the dots’ cavities. Consequently, as each digit is addressed, the dots pulse automatically. This display is more than a clock; it is a soft robot that happens to tell time. By offloading computation to the same air that powers movement, the clock approaches a new class of machines that are simpler, lighter, and more integrated. I’m now developing a guide for getting started with vacuum-powered logic and may release a refined version of this clock in the future. Watching the silicone skin morph serves as a fascinating reminder that not all logic needs silicon; sometimes, all you need is flexible silicone and a flow of air. This article appears in the June 2026 print issue as “The Soft Clock.”
Andrew Ng has serious street cred in artificial intelligence. He pioneered the use of graphics processing units (GPUs) to train deep learning models in the late 2000s with his students at Stanford University, cofounded Google Brain in 2011, and then served for three years as chief scientist for Baidu, where he helped build the Chinese tech giant’s AI group. So when he says he has identified the next big shift in artificial intelligence, people listen. And that’s what he told IEEE Spectrum in an exclusive Q&A. Ng’s current efforts are focused on his company Landing AI, which built a platform called LandingLens to help manufacturers improve visual inspection with computer vision. He has also become something of an evangelist for what he calls the data-centric AI movement, which he says can yield “small data” solutions to big issues in AI, including model efficiency, accuracy, and bias. Andrew Ng on... What’s next for really big models The career advice he didn’t listen to Defining the data-centric AI movement Synthetic data Why Landing AI asks its customers to do the work The great advances in deep learning over the past decade or so have been powered by ever-bigger models crunching ever-bigger amounts of data. Some people argue that that’s an unsustainable trajectory. Do you agree that it can’t go on that way? Andrew Ng: This is a big question. We’ve seen foundation models in NLP [natural language processing]. I’m excited about NLP models getting even bigger, and also about the potential of building foundation models in computer vision. I think there’s lots of signal to still be exploited in video: We have not been able to build foundation models yet for video because of compute bandwidth and the cost of processing video, as opposed to tokenized text. So I think that this engine of scaling up deep learning algorithms, which has been running for something like 15 years now, still has steam in it. Having said that, it only applies to certain problems, and there’s a set of other problems that need small data solutions. When you say you want a foundation model for computer vision, what do you mean by that? Ng: This is a term coined by Percy Liang and some of my friends at Stanford to refer to very large models, trained on very large data sets, that can be tuned for specific applications. For example, GPT-3 is an example of a foundation model [for NLP]. Foundation models offer a lot of promise as a new paradigm in developing machine learning applications, but also challenges in terms of making sure that they’re reasonably fair and free from bias, especially if many of us will be building on top of them. What needs to happen for someone to build a foundation model for video? Ng: I think there is a scalability problem. The compute power needed to process the large volume of images for video is significant, and I think that’s why foundation models have arisen first in NLP. Many researchers are working on this, and I think we’re seeing early signs of such models being developed in computer vision. But I’m confident that if a semiconductor maker gave us 10 times more processor power, we could easily find 10 times more video to build such models for vision. Having said that, a lot of what’s happened over the past decade is that deep learning has happened in consumer-facing companies that have large user bases, sometimes billions of users, and therefore very large data sets. While that paradigm of machine learning has driven a lot of economic value in consumer software, I find that that recipe of scale doesn’t work for other industries. Back to top It’s funny to hear you say that, because your early work was at a consumer-facing company with millions of users. Ng: Over a decade ago, when I proposed starting the Google Brain project to use Google’s compute infrastructure to build very large neural networks, it was a controversial step. One very senior person pulled me aside and warned me that starting Google Brain would be bad for my career. I think he felt that the action couldn’t just be in scaling up, and that I should instead focus on architecture innovation. “In many industries where giant data sets simply don’t exist, I think the focus has to shift from big data to good data. Having 50 thoughtfully engineered examples can be sufficient to explain to the neural network what you want it to learn.” —Andrew Ng, CEO & Founder, Landing AI I remember when my students and I published the first NeurIPS workshop paper advocating using CUDA, a platform for processing on GPUs, for deep learning—a different senior person in AI sat me down and said, “CUDA is really complicated to program. As a programming paradigm, this seems like too much work.” I did manage to convince him; the other person I did not convince. I expect they’re both convinced now. Ng: I think so, yes. Over the past year as I’ve been speaking to people about the data-centric AI movement, I’ve been getting flashbacks to when I was speaking to people about deep learning and scalability 10 or 15 years ago. In the past year, I’ve been getting the same mix of “there’s nothing new here” and “this seems like the wrong direction.” Back to top How do you define data-centric AI, and why do you consider it a movement? Ng: Data-centric AI is the discipline of systematically engineering the data needed to successfully build an AI system. For an AI system, you have to implement some algorithm, say a neural network, in code and then train it on your data set. The dominant paradigm over the last decade was to download the data set while you focus on improving the code. Thanks to that paradigm, over the last decade deep learning networks have improved significantly, to the point where for a lot of applications the code—the neural network architecture—is basically a solved problem. So for many practical applications, it’s now more productive to hold the neural network architecture fixed, and instead find ways to improve the data. When I started speaking about this, there were many practitioners who, completely appropriately, raised their hands and said, “Yes, we’ve been doing this for 20 years.” This is the time to take the things that some individuals have been doing intuitively and make it a systematic engineering discipline. The data-centric AI movement is much bigger than one company or group of researchers. My collaborators and I organized a data-centric AI workshop at NeurIPS, and I was really delighted at the number of authors and presenters that showed up. You often talk about companies or institutions that have only a small amount of data to work with. How can data-centric AI help them? Ng: You hear a lot about vision systems built with millions of images—I once built a face recognition system using 350 million images. Architectures built for hundreds of millions of images don’t work with only 50 images. But it turns out, if you have 50 really good examples, you can build something valuable, like a defect-inspection system. In many industries where giant data sets simply don’t exist, I think the focus has to shift from big data to good data. Having 50 thoughtfully engineered examples can be sufficient to explain to the neural network what you want it to learn. When you talk about training a model with just 50 images, does that really mean you’re taking an existing model that was trained on a very large data set and fine-tuning it? Or do you mean a brand new model that’s designed to learn only from that small data set? Ng: Let me describe what Landing AI does. When doing visual inspection for manufacturers, we often use our own flavor of RetinaNet. It is a pretrained model. Having said that, the pretraining is a small piece of the puzzle. What’s a bigger piece of the puzzle is providing tools that enable the manufacturer to pick the right set of images [to use for fine-tuning] and label them in a consistent way. There’s a very practical problem we’ve seen spanning vision, NLP, and speech, where even human annotators don’t agree on the appropriate label. For big data applications, the common response has been: If the data is noisy, let’s just get a lot of data and the algorithm will average over it. But if you can develop tools that flag where the data’s inconsistent and give you a very targeted way to improve the consistency of the data, that turns out to be a more efficient way to get a high-performing system. “Collecting more data often helps, but if you try to collect more data for everything, that can be a very expensive activity.” —Andrew Ng For example, if you have 10,000 images where 30 images are of one class, and those 30 images are labeled inconsistently, one of the things we do is build tools to draw your attention to the subset of data that’s inconsistent. So you can very quickly relabel those images to be more consistent, and this leads to improvement in performance. Could this focus on high-quality data help with bias in data sets? If you’re able to curate the data more before training? Ng: Very much so. Many researchers have pointed out that biased data is one factor among many leading to biased systems. There have been many thoughtful efforts to engineer the data. At the NeurIPS workshop, Olga Russakovsky gave a really nice talk on this. At the main NeurIPS conference, I also really enjoyed Mary Gray’s presentation, which touched on how data-centric AI is one piece of the solution, but not the entire solution. New tools like Datasheets for Datasets also seem like an important piece of the puzzle. One of the powerful tools that data-centric AI gives us is the ability to engineer a subset of the data. Imagine training a machine-learning system and finding that its performance is okay for most of the data set, but its performance is biased for just a subset of the data. If you try to change the whole neural network architecture to improve the performance on just that subset, it’s quite difficult. But if you can engineer a subset of the data you can address the problem in a much more targeted way. When you talk about engineering the data, what do you mean exactly? Ng: In AI, data cleaning is important, but the way the data has been cleaned has often been in very manual ways. In computer vision, someone may visualize images through a Jupyter notebook and maybe spot the problem, and maybe fix it. But I’m excited about tools that allow you to have a very large data set, tools that draw your attention quickly and efficiently to the subset of data where, say, the labels are noisy. Or to quickly bring your attention to the one class among 100 classes where it would benefit you to collect more data. Collecting more data often helps, but if you try to collect more data for everything, that can be a very expensive activity. For example, I once figured out that a speech-recognition system was performing poorly when there was car noise in the background. Knowing that allowed me to collect more data with car noise in the background, rather than trying to collect more data for everything, which would have been expensive and slow. Back to top What about using synthetic data, is that often a good solution? Ng: I think synthetic data is an important tool in the tool chest of data-centric AI. At the NeurIPS workshop, Anima Anandkumar gave a great talk that touched on synthetic data. I think there are important uses of synthetic data that go beyond just being a preprocessing step for increasing the data set for a learning algorithm. I’d love to see more tools to let developers use synthetic data generation as part of the closed loop of iterative machine learning development. Do you mean that synthetic data would allow you to try the model on more data sets? Ng: Not really. Here’s an example. Let’s say you’re trying to detect defects in a smartphone casing. There are many different types of defects on smartphones. It could be a scratch, a dent, pit marks, discoloration of the material, other types of blemishes. If you train the model and then find through error analysis that it’s doing well overall but it’s performing poorly on pit marks, then synthetic data generation allows you to address the problem in a more targeted way. You could generate more data just for the pit-mark category. “In the consumer software Internet, we could train a handful of machine-learning models to serve a billion users. In manufacturing, you might have 10,000 manufacturers building 10,000 custom AI models.” —Andrew Ng Synthetic data generation is a very powerful tool, but there are many simpler tools that I will often try first. Such as data augmentation, improving labeling consistency, or just asking a factory to collect more data. Back to top To make these issues more concrete, can you walk me through an example? When a company approaches Landing AI and says it has a problem with visual inspection, how do you onboard them and work toward deployment? Ng: When a customer approaches us we usually have a conversation about their inspection problem and look at a few images to verify that the problem is feasible with computer vision. Assuming it is, we ask them to upload the data to the LandingLens platform. We often advise them on the methodology of data-centric AI and help them label the data. One of the foci of Landing AI is to empower manufacturing companies to do the machine learning work themselves. A lot of our work is making sure the software is fast and easy to use. Through the iterative process of machine learning development, we advise customers on things like how to train models on the platform, when and how to improve the labeling of data so the performance of the model improves. Our training and software supports them all the way through deploying the trained model to an edge device in the factory. How do you deal with changing needs? If products change or lighting conditions change in the factory, can the model keep up? Ng: It varies by manufacturer. There is data drift in many contexts. But there are some manufacturers that have been running the same manufacturing line for 20 years now with few changes, so they don’t expect changes in the next five years. Those stable environments make things easier. For other manufacturers, we provide tools to flag when there’s a significant data-drift issue. I find it really important to empower manufacturing customers to correct data, retrain, and update the model. Because if something changes and it’s 3 a.m. in the United States, I want them to be able to adapt their learning algorithm right away to maintain operations. In the consumer software Internet, we could train a handful of machine-learning models to serve a billion users. In manufacturing, you might have 10,000 manufacturers building 10,000 custom AI models. The challenge is, how do you do that without Landing AI having to hire 10,000 machine learning specialists? So you’re saying that to make it scale, you have to empower customers to do a lot of the training and other work. Ng: Yes, exactly! This is an industry-wide problem in AI, not just in manufacturing. Look at health care. Every hospital has its own slightly different format for electronic health records. How can every hospital train its own custom AI model? Expecting every hospital’s IT personnel to invent new neural-network architectures is unrealistic. The only way out of this dilemma is to build tools that empower the customers to build their own models by giving them tools to engineer the data and express their domain knowledge. That’s what Landing AI is executing in computer vision, and the field of AI needs other teams to execute this in other domains. Is there anything else you think it’s important for people to understand about the work you’re doing or the data-centric AI movement? Ng: In the last decade, the biggest shift in AI was a shift to deep learning. I think it’s quite possible that in this decade the biggest shift will be to data-centric AI. With the maturity of today’s neural network architectures, I think for a lot of the practical applications the bottleneck will be whether we can efficiently get the data we need to develop systems that work well. The data-centric AI movement has tremendous energy and momentum across the whole community. I hope more researchers and developers will jump in and work on it. Back to top This article appears in the April 2022 print issue as “Andrew Ng, AI Minimalist.”
Quantum computing is a devilishly complex technology, with many technical hurdles impacting its development. Of these challenges two critical issues stand out: miniaturization and qubit quality. IBM has adopted the superconducting qubit road map of reaching a 1,121-qubit processor by 2023, leading to the expectation that 1,000 qubits with today’s qubit form factor is feasible. However, current approaches will require very large chips (50 millimeters on a side, or larger) at the scale of small wafers, or the use of chiplets on multichip modules. While this approach will work, the aim is to attain a better path toward scalability. Now researchers at MIT have been able to both reduce the size of the qubits and done so in a way that reduces the interference that occurs between neighboring qubits. The MIT researchers have increased the number of superconducting qubits that can be added onto a device by a factor of 100. “We are addressing both qubit miniaturization and quality,” said William Oliver, the director for the Center for Quantum Engineering at MIT. “Unlike conventional transistor scaling, where only the number really matters, for qubits, large numbers are not sufficient, they must also be high-performance. Sacrificing performance for qubit number is not a useful trade in quantum computing. They must go hand in hand.” The key to this big increase in qubit density and reduction of interference comes down to the use of two-dimensional materials, in particular the 2D insulator hexagonal boron nitride (hBN). The MIT researchers demonstrated that a few atomic monolayers of hBN can be stacked to form the insulator in the capacitors of a superconducting qubit. Just like other capacitors, the capacitors in these superconducting circuits take the form of a sandwich in which an insulator material is sandwiched between two metal plates. The big difference for these capacitors is that the superconducting circuits can operate only at extremely low temperatures—less than 0.02 degrees above absolute zero (-273.15 °C). Superconducting qubits are measured at temperatures as low as 20 millikelvin in a dilution refrigerator.Nathan Fiske/MIT In that environment, insulating materials that are available for the job, such as PE-CVD silicon oxide or silicon nitride, have quite a few defects that are too lossy for quantum computing applications. To get around these material shortcomings, most superconducting circuits use what are called coplanar capacitors. In these capacitors, the plates are positioned laterally to one another, rather than on top of one another. As a result, the intrinsic silicon substrate below the plates and to a smaller degree the vacuum above the plates serve as the capacitor dielectric. Intrinsic silicon is chemically pure and therefore has few defects, and the large size dilutes the electric field at the plate interfaces, all of which leads to a low-loss capacitor. The lateral size of each plate in this open-face design ends up being quite large (typically 100 by 100 micrometers) in order to achieve the required capacitance. In an effort to move away from the large lateral configuration, the MIT researchers embarked on a search for an insulator that has very few defects and is compatible with superconducting capacitor plates. “We chose to study hBN because it is the most widely used insulator in 2D material research due to its cleanliness and chemical inertness,” said colead author Joel Wang, a research scientist in the Engineering Quantum Systems group of the MIT Research Laboratory for Electronics. On either side of the hBN, the MIT researchers used the 2D superconducting material, niobium diselenide. One of the trickiest aspects of fabricating the capacitors was working with the niobium diselenide, which oxidizes in seconds when exposed to air, according to Wang. This necessitates that the assembly of the capacitor occur in a glove box filled with argon gas. While this would seemingly complicate the scaling up of the production of these capacitors, Wang doesn’t regard this as a limiting factor. “What determines the quality factor of the capacitor are the two interfaces between the two materials,” said Wang. “Once the sandwich is made, the two interfaces are “sealed” and we don’t see any noticeable degradation over time when exposed to the atmosphere.” This lack of degradation is because around 90 percent of the electric field is contained within the sandwich structure, so the oxidation of the outer surface of the niobium diselenide does not play a significant role anymore. This ultimately makes the capacitor footprint much smaller, and it accounts for the reduction in cross talk between the neighboring qubits. “The main challenge for scaling up the fabrication will be the wafer-scale growth of hBN and 2D superconductors like [niobium diselenide], and how one can do wafer-scale stacking of these films,” added Wang. Wang believes that this research has shown 2D hBN to be a good insulator candidate for superconducting qubits. He says that the groundwork the MIT team has done will serve as a road map for using other hybrid 2D materials to build superconducting circuits.