DingoBorat
Slim
Hey, one of my accounts disappeared
..

Im not sure AMD will keep gaining more share as they dont appear to incorporate SNN with their offering where as Intel and Arm will most likely for the power savings and efficiencies. This will give more carbon credits to ARM and Intel also.Nice assessment ;
Arm is expected to make large gains .
Brainchip/ Arm = Armed & Dangerous
AMD expected to occupy over 20% of server CPU market and Arm 8% in 2023, according to DIGITIMES Research
Joseph Tsai, DIGITIMES Asia, TaipeiWednesday 22 February 20230
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Credit: DIGITIMES
AMD and Arm have been gaining up on Intel in the server CPU market in the past few years, and the margins of the share that AMD had won over were especially large in 2022 as datacenter operators and server brands began finding that solutions from the number-2 maker growing superior to those of the long-time leader, according to Frank Kung, DIGITIMES Research analyst focusing primarily on the server industry, who anticipates that AMD's share will well stand above 20% in 2023, while Arm will get 8%.
Prices are one of the three major drivers that resulted in datacenter operators and server brands switching to AMD. Comparing server CPUs from AMD and Intel with similar numbers of cores, clockspeed, and hardware specifications, the price tags of most of the former's products are at least 30% cheaper than the latter's, and the differences could go as high as over 40%, Kung said.
Such a gap makes a key difference to server companies as they usually procure their CPUs in large volumes and picking AMD's solutions would make a major reduction in their costs. Since Intel's and AMD's processors are both based on the x86 architecture, compatibility is not an issue that server companies need to worry about, Kung noted.
AMD CPUs' high number of cores also makes them perfect for the server environment as the higher the number of cores a CPU has, the more servicing capability it can offer. AMD's 96-core Genoa-architected EPYC processor was launched in the fourth quarter of 2022 with a 128-core CPU set to debut in the first half of 2023, while Intel's best offering in terms of the core number still stays at 60 at the moment.
Support from TSMC is the second driver. AMD's server CPUs are all made via TSMC's latest manufacturing process, allowing them to feature top-notch performances, noted Kung, adding that thanks to TSMC's advanced technologies and high yield rate, AMD has not had a problem with missing its product launch schedule. However, such is not the case with Intel.
The third driver is the fact that Intel is manufacturing all its top-tier CPUs in house. Information from Intel's upstream suppliers shows that Intel's in-house manufacturing technologies have been rather unstable during the past several years, while server brands and datacenter operators have often seen Intel delaying the volume production schedule of its new server platform.
Read more: Meet the Analysts articles
Among datacenter operators, Microsoft and Google are the keenest in procuring servers powered by AMD's solutions. Currently, over 30% of server orders placed by the two cloud service providers are AMD-based models, while within server brands, HP Enterprise (HPE) is keener on AMD-powered servers.
Arm-based processors' penetration in the server market was a bit slower compared to AMD-based ones in 2022 in terms of market share increase, and the growth will decelerate even more in 2023, said Kung. However, in the long term, Arm-based processors will still have the potential for major growth.
Although Arm-based CPUs can achieve a neck-to-neck computing performance compared to x86-based ones from AMD and Intel while consuming much less power, compatibility is currently their biggest weakness.
Since most server programs are designed based on the x86 architecture, the problem is unlikely to fix until more Arm-based servers start to show up, attracting more middleware developers to join the market and write solutions to translate x86 codes for Arm systems.
However, datacenter operators and server brands are still aggressive about Arm processors' development in the server market. Amazon and Alibaba have already started working on Arm-based products before 2022, Microsoft and Google also began projects with Arm products in 2022, and HPE is expanding its adoption of Arm-based servers. Nvidia is now pushing its GPUs to support Arm architecture and Ampere is developing Arm-based chips. In the upcoming years, the opportunity from ESG is expected to take off for Arm CPUs as demand from large-scale datacenter and edge computing servers will surge, Kung added.
Chart 1: Server shipment share by CPU, 2020-2023
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Source: DIGITIMES Research, February 2023
Source: DIGITIMES Research, February 2023
Table 1: Server CPU roadmaps by supplier, 2021-2024 Supplier 2021 2022(f) 2023(f) 2024(f) Intel Whitley: supports PCIe 4.0; 10+nm node Sapphire Rapids: supports PCIe 5.0; Intel 7 node Emerald Rapids: Intel 7 node Granite Rapids: Intel 3 node AMD Milan: supports PCIe 4.0; 7nm node
Milan-X
Genoa: supports PCIe 5.0, 5nm nodeBergamo, Genoa-X and Siena: 5nm node Turin: 3nm node Arm Neoverse N1 V2 New N series Ampere Altra Max: 7nm node AmpereOne-1: supports PCIe 5.0; 5nm node AmpereOne-2 AmpereOne-3: 3nm node Nvidia Grace: 5nm node
did a manual check on your account just in caseHey, one of my accounts disappeared..
Hi Yak52, but the shorts activity have increased, click on the link belowInteresting comment there TECH about companies wanting to see Akida in action. Though there was plenty of demo's by Brainchip & Partners to show it in action.
Netherless I have thought for several years that BrainChip needed its "own" marketed product as an example rather than just the Chip & IP only.
Something simple which would display the obvious advantages, be usable and desirable to buy. Maybe a small drone or toy?
The purpose is not to make a revenue beating product but just to get into the hands of the common people in a real life application that can also give Brainchip market exposure and be an engineering example.
Just my thoughts anyway.
ON another note.............SHORTS HAVE DRPPED OFF THIS WEEK!
YES....FINALLY! Who noticed that on 21st tuesday there were only - 174,000 SHORTS taken out? Lowest since .....??? years?
And yesterday 22nd Wed only ............434,000 SHORTS taken out.
Says that Shorters believe we have hit a bottom, that good news is inbound, and they are worried about taking new shorts out and the SP ..NOT DROPPING to facilitate a profit!!! Hmmm.
Good luck to all with our next price sensitive ASX announcement (report).
Yak52![]()
Shorts have increased mate. Click below
My very basic understandingOh my god how nice it is again to read this forum, job well done cleaning up.
Can someone explain to me how the upcoming report could be a huge? Any revenue would have been disclosed in the 4C in January no? Or will this report cover sales/revenue from January, or is it what developments might be reported by management that could potentially be price sensitive? Nevertheless I am loosing sleep due to excitement![]()
Thank you, that does make a lot of sensehtml[/URL]
My very basic understanding
Very briefly, 4C's are about cash flow.
So it's money received , which does not equal sales.
When I was consulting to Reckitt Benckiser they had a default 150 day payment terms.
So in this case, if the sale was made ( invoice raised ) on the 15/12/22, the sale will appear as revenue in the Annual Report, but the $'s attached to the invoice wouldn't appear until May 2023, ie the 4C quarterly reported at end of July.
So fingers crossed the Annual Report shows revenue as yet unseen to wobbly knee shareholders.
Agreed, see my other post - my bad, I took the words of the analogy to mean they were talking about the OS instead of Akida directly.Hi jtardfi,
@SharesForBrekky posted this on the 19th: #47,446
Mercedes EV rival to the Tesla Model 3 imagined - Automotive Daily (autodaily.com.au)
https://www.autodaily.com.au/mercedes-rival-to-the-tesla-model-3-imagined/
Car News: Mercedes EV rival to the Tesla Model 3 imagined; By Sean Carson. February 17, 2023
...
This tech transfer will extend to the infotainment, because the new car will also mark the debut of Mercedes’ MB.OS infotainment system. The new model will likely offer a widescreen digital dash and infotainment panel as part of the company’s target for its advanced graphical interfaces, but it’s the system behind the scenes that could be even more interesting.
Mercedes has experimented with a new type of processor that performs tasks in “neuromorphic spikes”. Put simply, this means that the computer stores up tasks and executes them in one go once a threshold is reached, saving energy and boosting driving range in the process.
... which is clearly a reference to Akida.
I had never heard of the word foveated before in my life and within an hour of reading your post, this came up in my feed. Cookies and targeted marketing at its best/worst.Well Luminar was a bit left field.
I have had Luminar on my competitors list because we did not have any dots, but @Stable Genius caused me to revisit their patents.
Luminar have a large number of LiDaR related patents, just shy of 100.
This one caught my eye and initiated a little synaptic frisson.
US2018284234A1 Foveated Imaging in a Lidar System
View attachment 30429
To identify the most important areas in front of a vehicle for avoiding collisions, a lidar system obtains a foveated imaging model. The foveated imaging model is generated by detecting the direction at which drivers' are facing at various points in time for several scenarios based on road conditions or upcoming maneuvers. The lidar system identifies an upcoming maneuver for the vehicle or a road condition and applies the identified maneuver or road condition to the foveated imaging model to identify a region of a field of regard at which to increase the resolution. The lidar system then increases the resolution at the identified region by increasing the pulse rate for transmitting light pulses within the identified region, filtering pixels outside of the identified region, or in any other suitable manner.
"Goodness me!*" I hear you exclaim "What is foveated imaging?"
Foveated imaging - Wikipedia
![]()
Foveated imaging - Wikipedia
en.wikipedia.org
Foveated imaging is a digital image processing technique in which the image resolution, or amount of detail, varies across the image according to one or more "fixation points". A fixation point indicates the highest resolution region of the image and corresponds to the center of the eye's retina, the fovea.
In LiDaR, foveated means concentrating more light spots on a region of interest.
So why is this interesting?
In the fireside chat, PvdM mentioned that the eye has a central region which is more high definition and attuned to movement than the peripheral region which is lower definition but more sensitive to light variation (the very same fovea that Luminar's patent seeks to utilize).
So does this mean Luminar and BrainChip are an item? Well, no, but ...
* Archaic version of "WTF".
Fovea......A most important part of your ocular anatomy. Loss of foveal function (disease, trauma, etc) results in a large central blindspot (scotoma) with resultant vision in the 20/400 or less range (big E vision) with serious or total loss of color perception. Peripheral vision remains intact.I had never heard of the word foveated before in my life and within an hour of reading your post, this came up in my feed. Cookies and targeted marketing at its best/worst.
Likely nothing to do with Akida but PSVR2 tracks your eyes and only renders the area in the scene you are looking at in high def. The areas you are not looking at are rendered at a lower resolution. Pretty incredible tech.
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What is foveated rendering, and why can it make PSVR 2 streams blurry? | TheSixthAxis
Foveated Rendering is making PSVR 2 streams and videos look a bit blurrier and lower resolution than they feel to players. We dive in to see why.www.thesixthaxis.com
What is foveated rendering, and why can it make PSVR 2 streams blurry?
Stefan L 22/02/23
Pushing high-end graphics in virtual reality is a demanding endeavour for any VR headset processor, whether it’s a standalone headset, a high-end PC or the PS5 and PSVR 2. It’s made harder still for PSVR 2 by the high-end specs of the headset and the new expectation for high resolution gaming. So, how does the PS5 pull it off, and why doesn’t it always translate to what you can see in YouTube and Twitch streams?
One of the tricks that PSVR 2 leans upon when render virtual reality is called foveated rendering. You’ll see this term used in a lot of bullet point lists when games are being upgraded or ported to PSVR 2, alongside noting support for 4K and HDR. It’s a lot of attention for a rather technical feature to get, but what is it?
To put it simply, foveated rendering is a way to reduce image quality for parts of the screen that are in your peripheral vision. The game can prioritise where it’s spending the most hardware resources to get the best performance and visual effect for the player.
Focusing on the target with my bow, Horizon Call of the Mountain uses foveated rendering to lower the resolution elsewhere, most noticeable on the blurrier barrels and settlement in the top left.
It’s all based on real life. When you focus your vision on a cup on a coffee table, for example, the rest of the room that is outside that central focal point is less clear to your eyes and brain. Foveated rendering simulates that effect in VR, allowing the game engine to reducing detail and resolution in places that you aren’t looking.
This has been used since the very start of the current era of virtual reality gaming in 2016, but was initially done in a more rudimentary fashion by locking the focus point to the direction of the headset. Some headsets since the Vive Pro Eye in 2019 have included an internal camera to track eye movements – a key feature for PSVR 2 – allowing for games to more dynamically shift the rendering focal point to better match what you’re actually looking at.
This effect is practically unnoticeable within PSVR 2 itself. The very edges of your field of view are always going going to be a bit blurred and distorted because of the image passing through the Fresnel lenses in the headset, but within that central area there’s still plenty of space to optimise what is being given the most attention – wherever you move your eyes to will then have the game’s highest resolution and level of detail.
But foveated rendering is laid bare to people watching PSVR 2 streams and video capture, and adds to the challenge of making a pleasant viewing experience – the other being that the view can move, shake and judder even if you think you’re keeping your head still. Different parts of the screen are going in and out of higher and lower resolution, matching the player’s eye movements, and that can naturally lead to the snap judgement that the game resolution is low and the graphics fuzzy. Now, there is a natural softness to the player as the image is passing through a lens – even when in the sweet spot, the headset won’t be quite as sharp as getting up close to a 4K TV – but VR games on YouTube will always have parts of the screen look blurrier and lower resolution than they do to the person playing.
In some ways this makes the 4K claim that games make a bit of a lie – similar to the dynamic resolutions that are so often used for flat screen games. Claiming 4K is really just using an easily understood term to convey something much more complex, the notion that you’re getting 4K-like rendering at the things you are specifically looking at.
It’s all part of the difficult challenge that developers and users face in trying to show and explain what VR gamers are like, without putting a headset on someone and sending them on their way. Just rest assured that foveated rendering might look a bit rough in a stream, but it’s all in aid of making the actual games look and feel as good as possible in VR.
Fortunately I have 20/20 vision (for now) and haven't spent much time studying ophthalmologyFovea......A most important part of your ocular anatomy. Loss of foveal function (disease, trauma, etc) results in a large central blindspot (scotoma) with resultant vision in the 20/400 or less range (big E vision) with serious or total loss of color perception. Peripheral vision remains intact.
![]()
Fovea
The depression in the very center of the macula where eyesight is sharpest. It is also called the fovea centralis.www.aao.org
Accenture is a global leader in leveraging Applied Intelligence to help organizations make smarter decisions faster and enabling growth at scale from edge to cloud. Chatelain leads a team of designers, engineers and data scientists developing the Applied Intelligence Platform (AIP+), Accenture's flagship intelligence service. AIP+ allows clients to leverage trusted data to discover actionable insights, better understand their business processes and achieve business objectives faster. As CTO, Chatelain serves as a trusted advisor to Accenture clients, applying the best technology to fulfill business needs while supporting growth through innovation.
"Jean-Luc, with his vast experience, provides great insight into pragmatic AI solutions that businesses value as transformative assets," said Hehir. "I strongly agree with his prediction on the potential for neuromorphic technology, which is the basis of BrainChip's Akida products, in helping the industry fully realize the benefits of AI."
The "This is Our Mission" podcast provides AI industry insight to listeners including users, developers, analysts, technical and financial press, and investors. Past episodes are available at https://brainchipinc.com/brainchip-podcasts.
Well Luminar was a bit left field.
I have had Luminar on my competitors list because we did not have any dots, but @Stable Genius caused me to revisit their patents.
Luminar have a large number of LiDaR related patents, just shy of 100.
This one caught my eye and initiated a little synaptic frisson.
US2018284234A1 Foveated Imaging in a Lidar System
View attachment 30429
To identify the most important areas in front of a vehicle for avoiding collisions, a lidar system obtains a foveated imaging model. The foveated imaging model is generated by detecting the direction at which drivers' are facing at various points in time for several scenarios based on road conditions or upcoming maneuvers. The lidar system identifies an upcoming maneuver for the vehicle or a road condition and applies the identified maneuver or road condition to the foveated imaging model to identify a region of a field of regard at which to increase the resolution. The lidar system then increases the resolution at the identified region by increasing the pulse rate for transmitting light pulses within the identified region, filtering pixels outside of the identified region, or in any other suitable manner.
"Goodness me!*" I hear you exclaim "What is foveated imaging?"
Foveated imaging - Wikipedia
![]()
Foveated imaging - Wikipedia
en.wikipedia.org
Foveated imaging is a digital image processing technique in which the image resolution, or amount of detail, varies across the image according to one or more "fixation points". A fixation point indicates the highest resolution region of the image and corresponds to the center of the eye's retina, the fovea.
In LiDaR, foveated means concentrating more light spots on a region of interest.
So why is this interesting?
In the fireside chat, PvdM mentioned that the eye has a central region which is more high definition and attuned to movement than the peripheral region which is lower definition but more sensitive to light variation (the very same fovea that Luminar's patent seeks to imitate).
So does this mean Luminar and BrainChip are an item? Well, no, but ...
* Archaic version of "WTF".