BRN Discussion Ongoing

[mrgds]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

 

[Bravo]

Im submitting questions ahead of tomorrows event, any questions from the forum that you would like me to include?

Can you please ask what Sam Altman thought of our demo?

 

[Justchilln]

Im submitting questions ahead of tomorrows event, any questions from the forum that you would like me to include?

Can megachips use akd 2.0 as part of their license agreement?

 

[Smoothsailing]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

Will you ask Sean , will he be announcing any IP deals this year or is everything tucked away in NDAs and all our partners are the ones that will be doing the announcements of BRN in their products first if at all.
Meaning financials are our only source to BRN and it’s progress in all verticals moving forward

 

[Pom down under]

NIIIIIIIICCCCCEEEE .......................... 49 MILLION TRADED AND WE HELD
SUCK ON THAT YOU SCUM SHORTING F#*KS

GREY BABY ................................................................YEAH !!!!!!!!!!!
View attachment 57894

Think they were trying to short the price most of last week as well.

 

[mrgds]

Can megachips use akd 2.0 as part of their license agreement?

Can you please ask what Sam Altman thought of our demo?

Done & Done ................... though i think @Bravo that Sammy will probably accumulate BRN shares before his glowing feedback.

 

[7für7]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

Is there a possibility to see a new Produkt either license or hardware/software in near future except of the akida ? Is there a feedback from the partners / customer which makes this urgent or is brainchip already work on something new? Ask for a friend

Edit: PLEASE NO RS

 

[mrgds]

Will you ask Sean , will he be announcing any IP deals this year or is everything tucked away in NDAs and all our partners are the ones that will be doing the announcements of BRN in their products first if at all.
Meaning financials are our only source to BRN and it’s progress in all verticals moving forward

i guess when Sean knows, we"ll know.
Watch the Financials is all we have atm.

 

[mrgds]

Is there a possibility to see a new Produkt either license or hardware/software in near future except of the akida ? Is there a feedback from the partners / customer which makes this urgent or is brainchip already work on something new? Ask for a friend

Edit: PLEASE NO RS

See above post .

 

[Bravo]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

I have another one! When will Nintendo Switch 2 be launched?

 

[IloveLamp]

Hi ILL,

This is an exciting find.

Fact Finder recently reminded us that Akida 2P was expanded from 80 nodes to 256 nodes maximum.

I think that this will be useful for LLMs and, in addition, for AI acceleration in cloud servers.

I've picked the eyes out of the article for support for the idea of Akida 2P in the cloud, but the whole article is well worth reading:

• #78,889

https://www.eetimes.com/arm-updates-css-designs-for-hyperscalers-custom-chips/


CSSes are Arm’s oven-ready designs that combine key SoC elements to give customers a head start when designing custom SoCs. Arm also has an ecosystem of design partners to help with implementation, if required. The overall aim is to make the path to custom silicon faster and more accessible. The recently announced Microsoft Cobalt 100 is based on second-gen CSS (specifically, CSS-N2).

...
Awad said hyperscalers choose Arm because the availability of CSSes means custom solutions can be created quickly and combined with Arm’s robust ecosystem.
“What we’re hearing from everywhere is that, generally speaking for hyperscalers and many of these OEMs, general-purpose compute is just not keeping up, meaning an off-the-shelf SoC is not keeping up,” he said. “We’re really optimistic about [CSSes] and we’ve seen tremendous traction with these platforms.”
The driver for hyperscalers’ desire to build their own chips is undoubtedly AI.
Awad said Arm has customers running AI inference at scale on Arm-based CPUs, in part down to the cost of custom accelerators, and in part down to their availability. (The market-leading data center GPU, Nvidia H100, is in notoriously short supply.) CPUs are widely available and very affordable compared with other options, he said.


...
Arm also expects its CSS designs to be used in tightly-coupled CPU-plus–accelerator designs, analogous to Nvidia Grace Hopper, which is optimized for memory capacity and bandwidth, Awad said.
CSSes don’t just work for hyperscalers; they can also support smaller companies, particularly through the Arm Total Design ecosystem of design partners, he said.
“[Smaller] companies are looking to get to market as quickly as possible to launch their solutions to capture market share, to establish themselves,” he said. “They’re also looking for a level of flexibility so that they can focus their innovation, and then they obviously need the performance to run some of these workload
Collaborative relationship
With CSS, Arm takes responsibility for configuring, optimizing and validating a compute subsystem so the hyperscaler can focus on system-level workload-specific differentiation they care about, whether that’s software tuning, custom acceleration, or something else, said Dermot O’Driscoll, vice president of product solutions for Arm’s infrastructure line of business.
“They get faster time to market, they reduce the cost of engineering, and yet they take advantage of the same leading edge processor technology,” he said. “We created the CSS program to give customers the same kind of control of the silicon stack as they have over their software and system stacks today. This is a close collaborative relationship and our partners push us really hard to raise our game.”

...
The CSS-N3 offers a 20% performance-per-Watt improvement per core over the CSS-N2. This CSS design comes with between 8 and 32 cores, with the 32-core version using as little as 40 W. It’s intended for telecoms, networking, DPU, and cloud applications and can be used with on-chip or separate AI accelerators. The new N3 core is based on Armv9.2 and includes 2 MB private L2 cache per core. It supports the latest versions of PCIe, CXL and UCIe.

 

[Rskiff]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

could you ask , what is the most exciting company/sector that has approached BRN to use the tech?

 

[Jchandel]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

Should shareholders expect lumpy revenue this year too?
If answer is ‘No’ then happy days , &
If answer is ‘Yes’ then I may start looking for funds to top up

 

[DingoBorat]

Hmmmmnnn !! more shorts taken on Friday


View attachment 57884
View attachment 57886

BrainChip will always be shorted, so don't worry..

I'd be interested to know, how many of the current shorts are underwater, or sitting on "paper losses"..

Globally, the figure quoted, for bets against the Semiconductor Industry, would have to now be around 10 Billion US dollars (NVIDIA's recent surge added 3 Billion).

Paper losses, of course means, those losses haven't yet been "realised".

So, you may think that's not so bad..
But the thing is, they can just get worse, if the A.I. Bull Market continues (which is really only just getting started)..

There are those, that would have already covered and repositioned, or changed strategy, but regardless, they still contributed to that rise, with their own brand of A.I...

A.I.B. or Artificially Increased Buying, as they are "forced" to buy, or lose more.

I believe many of the shorts, were already well in the money, at 16 cents, but there just wasn't the volume to convert.

Now the volume's there, but most/many, would be selling at a loss.

Part of our current re-rate, which has already had more than significant churn (a good thing) at these levels, is due to their A.I.B. on top of already strong demand.

Things are looking up

 

[Mugatu]

4 Key Takeaways From Intel's Foundry Business Update

Intel launched its first annual conference for its foundry business Wednesday, where the chipmaker gave more details on its plans and latest corporate and government partnerships.

www.investopedia.com

Intel (INTC) hosted its first annual conference for its foundry business Wednesday, where the chipmaker announced its launch of the "first systems foundry for the AI era," a collaboration with chip designer Arm (ARM), and listed tech giant Microsoft (MSFT) as Intel Foundry's newest customer, among a slew of updates.1 The chipmaker also touched on its plan to become the world's second-largest foundry by 2030, and a boost from government funding amid growing demand for artificial intelligence (AI) tech.

Microsoft Becomes Intel Foundry's Latest Customer​

Intel named Microsoft as its latest customer for its custom chip business. The tech giant, which has established itself as a leader in the AI space, said it plans to produce chips using the Intel 18A process.


“We are in the midst of a very exciting platform shift that will fundamentally transform productivity for every individual organization and the entire industry,” Microsoft CEO Satya Nadella said at the event. He added that to achieve this vision, Microsoft needs "a reliable supply of the most advanced, high-performance and high-quality semiconductors," and said "that’s why we are so excited to work with Intel Foundry, and why we have chosen a chip design that we plan to produce on Intel 18A process.”


The deal with Microsoft could help Intel establish itself as a leading foundry while providing Microsoft with the necessary hardware to run its AI tech.


Intel said that Intel Foundry’s expected lifetime deal value is greater than $15 billion in total across its wafer and advanced packaging segments.

Intel Announces Arm Collaboration​

Intel also announced a partnership with chip designer Arm for Intel Foundry to provide cutting-edge foundry services for Arm-based system-on-chips (SoCs).


The companies said they will make co-investments and Arm will provide IP at scale to "fuel this next wave of innovation."


Arm shares have gained close to 80% this year as the chip designer caught investors' attention as a major benefactor of the AI boom.

 

[7für7]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

Ok but maybe you can ask if there is a reason why Mercedes and NASA is not on the partners page? They are mentioned in other pages, but missing on the partners page… would be interesting to see what they answer

Partners

Become a partner!

brainchip.com

 

[mrgds]

could you ask , what is the most exciting company/sector that has approached BRN to use the tech?

"No answer would be the stern reply"

 

[Fullmoonfever]

Ok but maybe you can ask if there is a reason why Mercedes and NASA is not on the partners page? They are mentioned in other pages, but missing on the partners page… would be interesting to see what they answer

Partners

Become a partner!

brainchip.com

Probs cause they're potential end users / customers who trialed the product via early access but not involved as a tech, integration, uni type "partner" would be my guess.

If MB / NASA eventually use us in a commercial sense, it'll probs be via one of our partners maybe.

 

[7für7]

Probs cause they're potential end users / customers who trialed the product via early access but not involved as a tech, integration, uni type "partner" would be my guess.

If MB / NASA eventually use us in a commercial sense, it'll probs be via one of our partners maybe.

Good point! But our imagination is unlimited! Would like to hear it from them
I would think for example they are not partners any more… they are customers… 🫵 Ha got cha!

 

[CrabmansFriend]

Im submitting questions ahead of tomorrows event,

........................ any questions from the forum that you would like me to include?

Would be nice if we could get a glimpse of Akida‘s future aka is there some kind of roadmap that could be shared?