🇺🇸 미국 · IT/기술 · "WHOSE" · 총 7건
필터 보기현재 지수
50.0
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 12,103건을 분석한 결과, 뉴스 심리지수는 50.0(균형)입니다. 긍정 1건(0.0%)·중립 12,101건(100.0%)·부정 1건(0.0%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 19.2(중도 균형)입니다.
The American Federation of Musicians alleged that UMG and WMG "have refused to compensate the musicians whose work ... is fed into AI machines for profit."
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Wynton Hall, whose New York Times bestselling book Code Red: The Left, the Right, China, and the Race to Control AI has established him as a leading expert on AI in the conservative movement, closed Breitbart's latest Founders' Roundtable with a charge to the audience: Stop assuming AI is over your head, and start fighting for it. Hall laid out five steps he believes every conservative needs take right now. The post Hall at the Founders’ Roundtable: Five Action Items on AI to Start Right Now appeared first on Breitbart.
This article is adapted by the author with permission from Tech Policy Press. Read the original article. South Africa is not just another developing country struggling to govern artificial intelligence; it is the exception with leverage, and the window to act on it is closing. It holds approximately 88 percent of global platinum-group metal reserves, critical inputs to parts of the semiconductor and data-center supply chains that make AI infrastructure possible. It hosts the largest data-center market on the continent. Its existing hyperscaler relationships give it procurement leverage that most African states will never have. And a major geopolitical contest over AI infrastructure is being fought on its soil right now, between Chinese and American technology companies competing for control of the systems that will underpin an entire continent’s public sector. In physics, leverage requires three things: a fulcrum, a lever arm, and the ability to apply force. The Bushveld Complex, the world’s largest platinum-group metal deposit, is the fulcrum: a mineral endowment that gives South Africa a position in the semiconductor supply chain that no other African state holds. The since-withdrawn draft policy is the lever arm. The unresolved “OPTION” provisions in the policy are where force would be applied. Without a policy that specifies what South Africa wants in return for market access, the lever arm sits unused, and the weight of two of the world’s largest technology ecosystems settles exactly where those ecosystems want it to settle. This makes South Africa a global test case. Not because its proposed means of governance is exemplary, but because it is the one developing country with enough structural leverage to negotiate genuinely different terms, and the one that is choosing, through inaction, not to. The recent announcement of a new panel to update the draft policy is an important opportunity. But the deeper failure is not that an AI policy contained bad references. It is that no verification process caught them before the document entered the public domain. That is a systems problem, not merely a political one. It points to a missing layer in how governments are adopting AI. The contest already underway Last year, Huawei pitched an emerging-product bundle to tech executives across the continent. Huawei was now bundling access to DeepSeek’s large language model with its own cloud and storage infrastructure. The price differential was stark—in some cases by more than 90 percent. At the same time, Microsoft announced plans to spend ZAR 5.4 billion ($300 million) by the end of 2027 on cloud and AI infrastructure in South Africa, building on a prior ZAR 20.4 billion investment. Google, Amazon Web Services, and Oracle already have cloud regions in the country. According to one analysis, the country’s data-center market was valued at US $2.16 billion in 2024, the largest in Africa. These are not commercially neutral investments. Huawei’s infrastructure reach has been explicitly linked to Chinese strategic objectives, including a documented track record of providing governments with surveillance infrastructure through its Safe Cities network. U.S. hyperscaler investment comes with its own dependency structure: closed models, pricing set unilaterally, and terms of access that no African government has meaningfully shaped. South Africa is being asked to choose between these dependency models without a policy that specifies what it wants in return. The leverage it has There is a particular irony in South Africa’s position. The country whose mines supply platinum-group metals essential to semiconductor manufacturing, and through them to AI compute, has drafted a policy that treats it as a consumer of AI systems rather than a stakeholder in their governance. South Africa digs up the minerals that make AI possible. It has no say over the AI built from them. The AI triad framework covers algorithms, compute, and data. South Africa has no frontier model development capacity. South Africa holds significant data assets in financial services, health care, and agriculture, with no clear framework for their sovereign management. South Africa possesses PGM (Platinum Group Metals) leverage of global significance on the compute axis, currently being transferred without meaningful condition. It also has exceptionally high solar irradiance and significant renewable-energy potential. A country that can offer both critical mineral inputs and the energy to power the infrastructure those minerals help build occupies a negotiating position of unusual strength. The Draft Policy proposes no minimum terms for hyperscaler investment, no data sovereignty requirements, no technology transfer conditions and no compute visibility mechanism. Multiple provisions are explicitly left unresolved, marked “OPTION,” including the most consequential choices about how governance will function. Infrastructure decisions made now determine what is renegotiable later, and the answer is: very little. Three futures, one default The three infrastructure futures on offer each create a structurally different form of dependency, and only one creates sovereign capability. The Huawei-hosted DeepSeek integration offers low cost and open-source weights, but with data stored on infrastructure potentially accessible under Chinese legal frameworks, creating surveillance dependency in a pattern already documented across Africa. The second is U.S. closed-model dependency: higher capability, more reliable data protection, but complete API dependency on developers abroad. The third is locally hosted open-weight infrastructure: models governed under South African data-sovereignty rules, on infrastructure subject to minimum terms, developed with South African data. As Nathan Lambert at Interconnects has observed, open-weight models are likely the only realistic way to get sovereign AI off the ground as a real effort, enabling local communities and economies to integrate meaningfully with the technology. But this requires procurement conditions, not goodwill. What binding governance looks like The GovAI “Governing Through the Cloud” framework identifies four roles compute providers should accept as conditions of operating at scale: securers (protecting model weights and training data), record keepers (maintaining infrastructure usage logs), verifiers (confirming customer compliance with safety standards) and enforcers (restricting access when violations occur). These are operational requirements, not theoretical categories—specific, enforceable, and well within the bargaining power of a market of South Africa’s size and mineral position. A detailed policy analysis submitted to the Department of Communications and Digital Technologies (DCDT) identifies the specific provisions the final policy must contain: mandatory minimum terms for foreign compute infrastructure investments above ZAR 500 million (~$30 million); a compute reporting threshold; a National AI Safety Institute mandate covering defensive monitoring of AI capability accumulation; and National AI Champion Sector designations to create data assets for domestic model development. Each provision converts a structural advantage into a governance instrument before that advantage is foreclosed by market reality. Just as modern software security increasingly depends on knowing what components are inside a system—model provider, training data, compute environment, evaluation methods, update cadence, human review points, and failure-reporting procedures—public-sector AI governance requires a clear account of the stack before deployment, not after a problem surfaces. A public institution that cannot verify the sources in its own AI policy is unlikely to be ready to verify the AI systems it procures, deploys, or regulates. Why this is the continental test case South Africa’s choices will establish a regional precedent for what is commercially negotiable in AI infrastructure. If South Africa negotiates data-sovereignty guarantees and technology-transfer conditions as requirements for hyperscaler investment, it creates a replicable model. If Microsoft’s $300 million investment and Huawei’s infrastructure expansion proceed on standard commercial terms, as they are currently, it normalizes extractive AI infrastructure across the continent. The lesson is not specific to Africa. Governments everywhere are producing AI strategies while lacking AI assurance infrastructure. South Africa is an early warning, not an isolated case. The public comment period closed when the policy was withdrawn. But a parallel process remains live: the National Treasury’s Draft General Public Procurement Regulations—the legal instrument that will govern every government AI contract—closes for comment on June 15. Those regulations contain no AI-specific provisions. South Africa has more AI leverage than any country on the continent. Some argue, with force, that governance requirements risk deterring the infrastructure investment South Africa urgently needs: compute capacity, reliable energy, venture capital, and talent retention. That concern deserves a direct answer. Minimum procurement terms, compute reporting thresholds, and technology transfer conditions are not barriers to investment. They are the conditions under which investment serves the host country rather than extracting from it. Infrastructure built without minimum terms produces dependency. Infrastructure built with them produces leverage. To serve the public interest, its AI policy must use it. When late last month News24 reported AI-hallucinated references in the draft AI policy, Minister of Communications and Digital Technologies Solly Malatsi withdrew the draft policy. That was a mistake that could cost South Africa and the rest of the continent the initiative on this urgent issue. His more recent constitution of an independent panel is a belated step in the right direction, if it can turn South Africa’s leverage into policy. The panel—chaired by Professor Benjamin Rosman of the Wits Machine Intelligence and Neural Discovery Institute, and including Professors Vukosi Marivate and Alison Gillwald of Research ICT Africa and Dr. Jabu Mtsweni of the Council for Scientific and Industrial Research—has the technical and governance credibility to produce a stronger document. What it has not yet produced is a timeline. No revised draft has been scheduled. South Africa remains without a formal AI governance framework in the interim.
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Many of the world’s most advanced electronic systems—including Internet routers, wireless base stations, medical imaging scanners, and some artificial intelligence tools—depend on field-programmable gate arrays. Computer chips with internal hardware circuits, the FPGAs can be reconfigured after manufacturing. On 12 March, an IEEE Milestone plaque recognizing the first FPGA was dedicated at the Advanced Micro Devices campus in San Jose, Calif., the former Xilinx headquarters and the birthplace of the technology. The FPGA earned the Milestone designation because it introduced iteration to semiconductor design. Engineers could redesign hardware repeatedly without fabricating a new chip, dramatically reducing development risk and enabling faster innovation at a time when semiconductor costs were rising rapidly. The ceremony, which was organized by the IEEE Santa Clara Valley Section, brought together professionals from across the semiconductor industry and IEEE leadership. Speakers at the event included Stephen Trimberger, an IEEE and ACM Fellow whose technical contributions helped shape modern FPGA architecture. Trimberger reflected on how the invention enabled software-programmable hardware. Solving computing’s flexibility-performance tradeoff FPGAs emerged in the 1980s to address a core limitation in computing. A microprocessor executes software instructions sequentially, making it flexible but sometimes too slow for workloads requiring many operations at once. At the other extreme, application-specific integrated circuits are chips designed to do only one task. ASICs achieve high efficiency but require lengthy development cycles and nonrecurring engineering costs, which are large, upfront investments. Expenses include designing the chip and preparing it for manufacturing—a process that involves creating detailed layouts, building masks for the fabrication machines, and setting up production lines to handle the tiny circuits. “ASICs can deliver the best performance, but the development cycle is long and the nonrecurring engineering cost can be very high,” says Jason Cong, an IEEE Fellow and professor of computer science at the University of California, Los Angeles. “FPGAs provide a sweet spot between processors and custom silicon.” Cong’s foundational work in FPGA design automation and high-level synthesis transformed how reconfigurable systems are programmed. He developed synthesis tools that translate C/C++ into hardware designs, for example. At the heart of his work is an underlying principle first espoused by electrical engineer Ross Freeman: By configuring hardware using programmable memory embedded inside the chip, FPGAs combine hardware-level speed with the adaptability traditionally associated with software. Silicon Valley origins: the first FPGA The FPGA architecture originated in the mid-1980s at Xilinx, a Silicon Valley company founded in 1984. The invention is widely credited to Freeman, a Xilinx cofounder and the startup’s CTO. He envisioned a chip with circuitry that could be configured after fabrication rather than fixed permanently during creation. Articles about the history of the FPGA emphasize that he saw it as a deliberate break from conventional chip design. At the time, semiconductor engineers treated transistors as scarce resources. Custom chips were carefully optimized so that nearly every transistor served a specific purpose. Freeman proposed a different approach. He figured Moore’s Law would soon change chip economics. The principle holds that transistor counts roughly double every two years, making computing cheaper and more powerful. Freeman posited that as transistors became abundant, flexibility would matter more than perfect efficiency. He envisioned a device composed of programmable logic blocks connected through configurable routing—a chip filled with what he described as “open gates,” ready to be defined by users after manufacturing. Instead of fixing hardware in silicon permanently, engineers could configure and reconfigure circuits as requirements evolved. Freeman sometimes compared the concept to a blank cassette tape: Manufacturers would supply the medium, while engineers determined its function. The analogy captured a profound shift in who controls the technology, shifting hardware design flexibility from chip fabrication facilities to the system designers themselves. In 1985 Xilinx introduced the first FPGA for commercial sale: the XC2064. The device contained 64 configurable logic blocks—small digital circuits capable of performing logical operations—arranged in an 8-by-8 grid. Programmable routing channels allowed engineers to define how signals moved between blocks, effectively wiring a custom circuit with software. Fabricated using a 2-micrometer process (meaning that 2 µm was the minimum size of the features that could be patterned onto silicon using photolithography), the XC2064 implemented a few thousand logic gates. Modern FPGAs can contain hundreds of millions of gates, enabling vastly more complex designs. Yet the XC2064 established a design workflow still used today: Engineers describe the hardware behavior digitally and then “compile the design,” a process that automatically translates the plans into the instructions the FPGA needs to set its logic blocks and wiring, according to AMD. Engineers then load that configuration onto the chip. The breakthrough: hardware defined by memory Earlier programmable logic devices, such as erasable programmable read-only memory, or EPROM, allowed limited customization but relied on largely fixed wiring structures that did not scale well as circuits grew more complex, Cong says. FPGAs introduced programmable interconnects—networks of electronic switches controlled by memory cells distributed across the chip. When powered on, the device loads a bitstream configuration file that determines how its internal circuits behave. “As process technology improved and transistor counts increased, the cost of programmability became much less significant,” Cong says. From “glue logic” to essential infrastructure “Initially, FPGAs were used as what engineers called glue logic,” Cong says. Glue logic refers to simple circuits that connect processors, memory, and peripheral devices so the system works reliably, according to PC Magazine. In other words, it “glues” different components together, especially when interfaces change frequently. Early adopters recognized the advantage of hardware that could adapt as standards evolved. In “The History, Status, and Future of FPGAs,” published in Communications of the ACM, engineers at Xilinx and organizations such as Bell Labs, Fairchild Semiconductor, IBM, and Sun Microsystems said the earliest uses of FPGAs were for prototyping ASICs. They also used it for validating complex systems by running their software before fabrication, allowing the companies to deploy specialized products manufactured in modest volumes. Those uses revealed a broader shift: Hardware no longer needed to remain fixed once deployed. Attendees at the Milestone plaque dedication ceremony included (seated L to R) 2025 IEEE President Kathleen Kramer, 2024 IEEE President Tom Coughlin, and Santa Clara Valley Section Milestones Chair Brian Berg.Douglas Peck/AMD Semiconductor economics changed the equation The rise of FPGAs closely followed changes in semiconductor economics, Cong says. Developing a custom chip requires a large upfront investment before production begins. As fabrication costs increased, products had to ship in large quantities to make ASIC development economically viable, according to a post published by AnySilicon. FPGAs allowed designers to move forward without that larger monetary commitment. ASIC development typically requires 18 to 24 months from conception to silicon, while FPGA implementations often can be completed within three to six months using modern design tools, Cong says. The shorter cycle and the ability to reconfigure the hardware enabled startups, universities, and equipment manufacturers to experiment with advanced architectures that were previously accessible mainly to large chip companies. Lookup tables and the rise of reconfigurable computing A popular technique for implementing mathematical functions in hardware is the lookup table (LUT). A LUT is a small memory element that stores the results of logical operations, according to “LUT-LLM: Efficient Large Language Model Inference with Memory-based Computations on FPGAs,” a paper selected for presentation next month at the 34th IEEE International Symposium on Field-Programmable Custom Computing Machines (FCCM). Instead of repeatedly recalculating outcomes, the chip retrieves answers directly from memory. Cong compares the approach to consulting multiplication tables rather than recomputing the arithmetic each time. Research led by Cong and others helped develop efficient methods for mapping digital circuits onto LUT-based architectures, shaping routing and layout strategies used in modern devices. As transistor budgets expanded, FPGA vendors integrated memory blocks, digital signal-processing units, high-speed communication interfaces, cryptographic engines, and embedded processors, transforming the devices into versatile computing platforms. Why the gate arrays are distinct from CPUs, GPUs, and ASICs FPGAs coexist with other processors because each one optimizes different priorities. Central processing units excel at general computing. Graphics processing units, designed to perform many calculations simultaneously, dominate large parallel workloads such as AI training. ASICs provide maximum efficiency when designs remain stable and production volumes are high. “ASICs can deliver the best performance, but the development cycle is long, and the nonrecurring engineering cost can be very high. FPGAs provide a sweet spot between processors and custom silicon.” —Jason Cong, IEEE Fellow and professor of computer science at UCLA. “FPGAs are not replacements for CPUs or GPUs,” Cong says. “They complement those processors in heterogeneous computing systems.” Modern computing platforms increasingly combine multiple types of processors to balance flexibility, performance, and energy efficiency. A Milestone for an idea, not just a device This IEEE Milestone recognizes more than a successful semiconductor product. It also acknowledges a shift in how engineers innovate. Reconfigurable hardware allows designers to test ideas quickly, refine architectures, and deploy systems while standards and markets evolve. “Without FPGAs,” Cong says, “the pace of hardware innovation would likely be much slower.” Four decades after the first FPGA appeared, the technology’s enduring legacy reflects Freeman’s insight: Hardware did not need to remain fixed. By accepting a small amount of unused silicon in exchange for adaptability, engineers transformed chips from static products into platforms for continuous experimentation—turning silicon itself into a medium engineers could rewrite. Among those who attended the Milestone ceremony were 2025 IEEE President Kathleen Kramer; 2024 IEEE President Tom Coughlin; Avery Lu, chair of the IEEE Santa Clara Valley Section; and Brian Berg, history and milestones chair of IEEE Region 6. They joined AMD’s chief executive, Lisa Su, and Salil Raje, senior vice president and general manager of adaptive and embedded computing at AMD. The IEEE Milestone plaque honoring the field-programmable gate array reads: “The FPGA is an integrated circuit with user-programmable Boolean logic functions and interconnects. FPGA inventor Ross Freeman cofounded Xilinx to productize his 1984 invention, and in 1985 the XC2064 was introduced with 64 programmable 4-input logic functions. Xilinx’s FPGAs helped accelerate a dramatic industry shift wherein ‘fabless’ companies could use software tools to design hardware while engaging ‘foundry’ companies to handle the capital-intensive task of manufacturing the software-defined hardware.” Administered by the IEEE History Center and supported by donors, the IEEE Milestone program recognizes outstanding technical developments worldwide that are at least 25 years old. Check out Spectrum’s History of Technology channel to read more stories about key engineering achievements.