GeertB
Joined 12 years ago
Joined 12 years ago
Don't expect things to go differently this time around. Nvidia wants control over the software stack. Acquiring HF fits in perfectly. The play is long term.
The combination of higher efficiency, regenerative breaking, and some regulatory wiggle-room such as slightly higher allowable gross-weight (2000 lbs in the US, and 2000 kgs in the EU), together with reduced maintenance cost and time significantly affect the economics of trucking.
As regulatory frameworks price in more externalities of internal combustion engines, such as the climate and health effects of their emissions, burning diesel will no longer make economical sense. All road transport will end up being battery-electric. The declining cost of owning and operating electric vehicles compared to internal combustion ones will reach this point even without regulatory changes, just at a slower pace.
To put into context: this is 3x the ROM/RAM of the ZX81 home computer of the early 1980s. The ARM M0 processor does full 32-bit multiplication in hardware, versus the Z80 that doesn't even offer an 8-bit multiply instruction. If we look at some BASIC code doing soft-float computation, as was most common at the time, the execution speed is about 3 orders of magnitude faster, while the cost of the processor is 2 - 3 orders of magnitudes less. What an amazing time we live in!