BRN Discussion Ongoing

[buena suerte :-)]

If solid progress is being made and evident that AKIDA is being adopted despite little revenue it would be madness to 2nd strike.

Absolutely!!

 

[buena suerte :-)]

Thanks for posting this, I was about to Google what it would entail.

I genuinely couldn't think of anything worse than losing any of the talented board members we have.
If people think voting it down, then having them re-elected any way as a middle-finger message is going to help you're on another planet.
When they are already under criticism for performance I couldn't imagine they SP should any of them be cast out.
Given the majority of the histeria stems the SP more than the company engaging with current/potential clients, I Believe with 99.99% certainty we wouldn't be having this conversation if the SP was closer to $1.

It's getting pathetic now, if it's not out of your system, maybe drop your final say and let's move on.

No probs... Cheers Damo

 

[Schnitzel lover]

I may be wrong but revenue has actually increased year over year?

Remains to be seen whether revenue is increasing yoy unless they can pull a $5-6mill qtr or half in the H2 2023 half..

Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.

Would prefer to see them licensing Akida. Something I’d like to hear if they intend to do so or if that’s not required because of third party partners with license already.

Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!

Still IP licenses would be indicative of their intent.

An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.

Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.

Unknown if delayed.

As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.

Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.

But it is a listed company and the cost of capital gets exceedingly more expensive as a company’s market valuation declines..

People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.

Well he was pouted as the head of sales in Sean’s 2022 AGM address, a narrative that was positively positioned for BRNs sales efforts..

When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.

When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.

When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!

When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.

When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.

People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!

That’s your opinion.. Many feel differently.

This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.

If you see your investment go down it’s a human emotion to get emotional about loss of capital value..

I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.

If BRN goes to 6c, it is indeed in big trouble and things are worse than we hope.. As the listed public market where shares can be traded every day, progress is often if not always priced in 3-6 months in advance.

With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.

Throwing good money after bad if that’s your investment approach based on future hopes.. Go ask Mark Minervini or Gil Morales or any good investor with a measurable record if they’d buy Brainchip shares.. I can tell you the answer would be not now.. Are they wrong? Their records would suggest not..

People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.

Ill take my chances with Brainchip over any other neuromorphic company out there.

Good luck with that risk management profile.. 1 in 100 with BRNs hype make it as a company, so as much as I want to agree with you, the stats say it’s unlikely.

Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.

I’d like to think it’s that simple as it’s only a matter of time, but there are many assumptions there. Until all those show up in revenues then it’s all just speculation..

I’d consider success a few new IP licenses signed by the next AGM, and some royalties in the H2 2023 report, and atleast something in the single digit $millions In royalties > $2-3mill by the H1 2024 half yearly report..

If MCUs are indeed mass produced and used then happy days, no more worries with a low market valuation or need to worry about shorter term capital costs…

Tough market to crack, but hopefully as you say it’s just a matter of time..

 

[Diogenese]

GPT SNN

This paper was referred to by Dylan Muir (Synsense) in the recent interview with Sally Ward-Foxton discusses the use of SNNs in GPT. Who's in the right place, right time?

2302.13939.pdf (arxiv.org) https://arxiv.org/pdf/2302.13939.pdf

As the size of large language models continue to scale, so does the computational resources required to run it. Spiking Neural Networks (SNNs) have emerged as an energy-efficient approach to deep learning that leverage sparse and event-driven activations to reduce the computational overhead associated with model infer ence. While they have become competitive with non-spiking models on many computer vision tasks, SNNs have also proven to be more challenging to train. As a result, their performance lags behind modern deep learning, and we are yet to see the effectiveness of SNNs in language generation. In this paper, inspired by the Receptance Weighted Key Value (RWKV) language model, we successfully implement ‘SpikeGPT’, a generative language model with binary, event-driven spiking activation units. We train the proposed model on two model variants: 45M and 216M parameters. To the best of our knowledge, SpikeGPT is the largest backpropagation-trained SNN model to date, rendering it suitable for both the generation and comprehension of natural language. We achieve this by modifying the transformer block to replace multi-head self attention to reduce quadratic com putational complexity O(N2) to linear complexity O(N) with increasing sequence length. Input tokens are instead streamed in sequentially to our attention mecha nism (as with typical SNNs). Our preliminary experiments show that SpikeGPT remains competitive with non-spiking models on tested benchmarks, while main taining 20× fewer operations when processed on neuromorphic hardware that can leverage sparse, event-driven activations.
...
Recall Self-Attention. The self-attention operation lies at the heart of Transformers. In Transformers, self-attention takes an input sequence X, and applies a scaled dot product attention.


Artificial Neural Networks (ANNs) have recently achieved widespread, public-facing impact in Natural Language Processing (NLP), but has come with a significant computational and energy consumption burden across training and deployment. As examples, training GPT-3 was projected to use 190,000 kWh of energy [1; 2; 3]. Deploying ChatGPT into every modern word processor will witness millions of users in need of on-demand inference of large language models [4]. SNNs, inspired by neuroscientific models of neuronal firing, offer a more energy-efficient alternative by using discrete spikes to compute and transmit information [5]. Spike-based computing combined with neuromorphic hardware holds great potential for low-energy AI [6 (Mike Davies loihi); 7; 8], and its effectiveness in integration with deep learning has been demonstrated through numerous studies [9; 10; 11; 12; 13; 14]. At this stage, the performance of Spiking Neural Networks (SNNs) in NLP and generation tasks remains relatively under-investigated. While SNNs have shown competitiveness in computer vision tasks such as classification and object detection [15; 16; 17], they have yet to attain similar success in generative models. Th

 

[Slade]

I may be wrong but revenue has actually increased year over year?

Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.

Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.

Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.

As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.

Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.

People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.

When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.

When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.

When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!

When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.

When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.

People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!

This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.

I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.

People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.

Ill take my chances with Brainchip over any other neuromorphic company out there.

Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.

Worth another read. Thanks @chapman89 Much appreciated

 

[stockduck]

Evening Chippers ,

Idea for a money spinner ..

Most consumers if not all, annually have to pay for virus protection for their computers / flap tops.

1, Norton Life Lock , Norton's merged with AVAST mid 2022 in a deal worth $8,100,000,000.00 to $8,600,000,000.00USD
Roughly... in 2023 revinue of $3,300,000,000.00USD.

2, McAffe anti virus... bought out in March 1st 2022 for roughly $14,000,000,000.00USD
Bought by ADVENT International Corperation.
No longer a public listed co.
Whilst public ... in 2021 NET revenue for the year $2,000,000,000.00UDS
& had roughly 500,000,000 users.

So just the two main companys above annually generate something in the order of $5,300,000,000.00 USD . ANNUALLY IN SUBSCRIPTIONS much to the annoyance of consumers.

Well apparently BrainChip lists security as a selling point , University of Thrace, works to encript satellite data.

So imagine if you will ...

BrainChip created a in house product... a DONGLE thingi.

..plugs straight into a consumers computer via the USB port.
... either bypasses or has its own router, internet connection spliced into an AKIDA chip.
...all signals transmit through this plugged in dongle thingi in a highly secure , encrypted manner thereby saving the consumer the cost and annoyance annually of buying anti virus products.
... one time purchase.

Incredibly this only took 4 beers to imagine.

Love to know what our scientific advisory board members do , short of opening the odd toll gate , don't seem to hear boo out of them.

Have a good weekend all.

Regards,
Esq.

* only expect 8,500,000 fully paid shares.
. Trailing commission of 2.75% on annuall sales
.and a unlimited gift card at DanMurpys .
. Well go on then through in free medical & dental.

.

Yes, it should be a physical chip/dongle with the possibility to upload the newest software versions from security firms with per example a 99,9% security promise ....
So the daily business of a whole software industrie is not threatend at all and workplaces for the people can be secured, you only get a much more secure application if you want it.

....is that "edge box" with vvdn not something like this? If so, will there many privat persons to buy it only one time for 150 US$? I think yes, because of security issues.

Just my thoughts, no financial advice, do your own research, I have no clue!

 

[stockduck]

I may be wrong but revenue has actually increased year over year?

Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.

Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.

Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.

As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.

Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.

People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.

When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.

When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.

When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!

When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.

When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.

People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!

This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.

I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.

People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.

Ill take my chances with Brainchip over any other neuromorphic company out there.

Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.

very appreciated!
I remember the ceo-answer from an interview asked for a "cadence of revenue" from last may this xear. And I hope and believe the CEO is truly in the know.

 

[langeo]

I may be wrong but revenue has actually increased year over year?

Sean said lumpy revenue, it’s happening.
The company has been partnering with 1-2 companies every month, clearly stating they will adopt akida. They will not buy a board and simply evaluate it, they said they will adopt and drive akida into products.

Development cycles takes time with IP, 2-3-4 years, it is not Brainchips role to update at every achievement of their partners that they make and announce where they are up to!
An example, Renesas/Meagchips license the IP, Brainchip would not be allowed to tell shareholders exactly where they are up to in the cycle, that is up to Renesas.
Brainchips hands are tied running with the IP model, it is simply not up to Brainchip when all the boxes are ticked with prototype, design, test, implement, production with those companies to announce everything.

Sean stated at the AGM that one of their licensees would have akida in commercial products “hopefully” this year.
Now let me ask you all, if there’s been delays, is that Brainchips fault? Absolutely not.

As Antonio said, you don’t hear what’s being designed into the iPhone 16 or the Galaxy S26, it’s just not how it works. Yes some less sophisticated companies may announce things, but most won’t. We all need to get used to it otherwise our money is best invested elsewhere.

Let me say this, let’s say Brainchip was a private company not listed on a stock exchange, and we looked at Brainchips technology, the board/management, the massive growing ecosystem which is 1-2 a month, the industries in which these companies are involved in and service, the recognition we and neuromorphic are getting, would we be complaining? No we wouldn’t.
Show me another neuromorphic company that has the ecosystem we have? Show me another neuromorphic company that has the experience of the board we have?
No other company has what we have.

People are using Chris stevens departure as some type of negative? How is it a negative?? Look at his employment history, it wasn’t exactly stable to begin with and at the end of the day he was in it for money, he clearly got a better offer at Untether AI and good luck to him, maybe he couldn’t handle selling IP? He never sold Neuromorphic IP before, nor has anybody in the world for that matter.

When Nandan left Amazon did that mean Amazon was a bad sign for Amazon? NO.

When Duy-Loan left Texas Instruments did that mean it’s a bad sign for Texas Instruments? NO.

When Rob Todd Antonio Nandan and our Japanese Sales guy all left ARM at different stages did that mean it was a bad sign for ARM? NO!!

When our recent product development manager just left Facebook (Meta) and joined Brainchip does that mean that it’s looking bad for Meta? NO.

When Sean left Hewitt Packer (HP) as Global Ecosystem boss and joined Brainchip did that mean that HP was going under? NO.

People leave their jobs for all sorts of reasons.
People need to stop looking at Chris stevens departure with the eyes of a shareholder and start looking at it like he got a better opportunity which he did!!

This argument and the same people on this forum who keep projecting their emotional insecurity of their investment are just that, emotional.

I just read a post above that the share price may go to 6 cents? Please let it go to 6 cents.
With Renesas coming to market in the next few months, large tier ones working on driving akida into applications, with akida being rocketed into space in January, with neuromorphic being written about more and more and with the technology and board and ecosystem that Brainchip have and growing, I’ll keep buying shares and reap the rewards, whilst others suffer in fear.

People actually think that it’s like selling a new energy drink to the servo or the convenience store, we are talking about a technology that is ahead of its time, never been worked on before until recently.

Ill take my chances with Brainchip over any other neuromorphic company out there.

Let me say it again, if Brainchip was not a publicly listed company, and we knew the rapidly growing ecosystem, the partners we have, the multiple different industries, the experience of the board & management we have, the technology, the growing recognition, the soon to hit the market in mass volume mcu’s containing akida and everything else, we would be jumping for joy, only question we all want to know is how long is it going to take, but it is a wait I am happy to endure.

Well said

 

[wilzy123]

Remains to be seen whether revenue is increasing yoy unless they can pull a $5-6mill qtr or half in the H2 2023 half..

Would prefer to see them licensing Akida. Something I’d like to hear if they intend to do so or if that’s not required because of third party partners with license already.


Still IP licenses would be indicative of their intent.

Unknown if delayed.



But it is a listed company and the cost of capital gets exceedingly more expensive as a company’s market valuation declines..


Well he was pouted as the head of sales in Sean’s 2022 AGM address, a narrative that was positively positioned for BRNs sales efforts..









That’s your opinion.. Many feel differently.


If you see your investment go down it’s a human emotion to get emotional about loss of capital value..


If BRN goes to 6c, it is indeed in big trouble and things are worse than we hope.. As the listed public market where shares can be traded every day, progress is often if not always priced in 3-6 months in advance.


Throwing good money after bad if that’s your investment approach based on future hopes.. Go ask Mark Minervini or Gil Morales or any good investor with a measurable record if they’d buy Brainchip shares.. I can tell you the answer would be not now.. Are they wrong? Their records would suggest not..


Good luck with that risk management profile.. 1 in 100 with BRNs hype make it as a company, so as much as I want to agree with you, the stats say it’s unlikely.


I’d like to think it’s that simple as it’s only a matter of time, but there are many assumptions there. Until all those show up in revenues then it’s all just speculation..

I’d consider success a few new IP licenses signed by the next AGM, and some royalties in the H2 2023 report, and atleast something in the single digit $millions In royalties > $2-3mill by the H1 2024 half yearly report..

If MCUs are indeed mass produced and used then happy days, no more worries with a low market valuation or need to worry about shorter term capital costs…

Tough market to crack, but hopefully as you say it’s just a matter of time..

You forgot to say, "What's a Neuromorphic chip anyway"?

 

[Xray1]

Hey hotty,

My pleasure... A nice easy explanation of what it all means!

It is something for all shareholders to consider when voting!!!

Some might not be happy with the whole BRN situation at the moment but if the votes go the way of a 'second strike' then that IMO would be an absolute nightmare for BRN moving forward (no confidence!!)

When a ‘second strike’ occurs, the shareholders will vote at the same AGM to determine whether all the directors will need to stand for re-election.....

Have a great weekend and Good luck to you et al

IMO .... We will need to have as many s/holders personally attend at the next AGM to vote on the Strike 2 situation, if that situation was to ever eventuate ... as I take it from your post that a vote will be taken at the actual AGM with those present at the time if a strike 2 situation was to be called.

 

[Cardpro]

Diogenese: you asked the following question ......

" What would you have the board do differently to avoid
the 2nd strike? "

The answer might be quite simple .....

IMO, by thus putting the "Renumeration Reports" currently on hold till such time as the Co actually brings in at the very least a "Break Even" revenue stream.

IMO, if the BOD and Management aren't even prepared to wait for such an event to take effect, then that will only cause me further concerns as to where things are really at with this Co and the take up of Akida IP as well as the actual formalisation of any contracts / Royalties.

In essence, it is also my view that this type of approach can equate to the BOD and Management of putting some of their own personal skin and $$$ into the Co as well as promoting a positive Co sentiment and s/holder satisfaction that things are expected to vastly improve in the not too far distant future.

I doubt they will put their skin into this, if they wanted to, they would've already... they will probably move on and get another job at another board...

 

[Xray1]

Just out of interest .... can anyone please tell me why I didn't see Manny H with 8 million shares he received listed in the top 20 s/holder list ..... or did I miss it somewhere along the line ????

 

[Pom down under]

Just out of interest .... can anyone please tell me why I didn't see Manny H with 8 million shares he received listed in the top 20 s/holder list ..... or did I miss it somewhere along the line ????

Probably cashed out at a higher SP if he was in the know lol

 

[IloveLamp]

Antidepressants. Use them.

 

[wilzy123]

IMO .... We will need to have as many s/holders personally attend at the next AGM to vote on the Strike 2 situation, if that situation was to ever eventuate ... as I take it from your post that a vote will be taken at the actual AGM with those present at the time if a strike 2 situation was to be called.

Can we talk about a strike 3 now instead? 2 has been flogged to death.

 

[jtardif999]

Nvidia, Arm to develop chips based on Arm technology: report


Nvidia Corp. NVDA is developing computer chips that would use technology from Arm Holdings ARM, according to a Reuters report Monday, citing people familiar with the matter. The central processing units would run the Microsoft MSFT Windows operating system and could be available as early as 2025, the report said. Advanced Micro Devices Inc. AMD is also planning to develop chips for personal computers using Arm technology. Nvidia was not immediately available for comment on the Reuters report.

 

[jtardif999]

TECHNOLOGYUNDEFINED

Arm Stock Rallies on Report That Nvidia Could Start Making PC Processors

A rm Holdings stock has staged a two-day 8.5% rally on speculation that the newly public chip design company could get a boost from an expansion in the number of companies producing microprocessors for Microsoft Windows-based personal computers using Arm technology.

Qualcomm (ticker: QCOM) is the only chip maker licensed by Microsoft (MSFT) to produce Arm-based processors for Windows PCs, but that arrangement expires next year.

On Monday, Reuters reported that both Nvidia (NVDA) and Advanced Micro Devices (AMD) are developing their own Arm-based processors for Windows PCs and could start shipping in 2025. The PC processor market is dominated by x86-based designs from Intel (INTC) and AMD (AMD).

The companies aren’t commenting on the report, which Reuters attributed to two people familiar with the matter.

It’s worth noting that Nvidia signed a 20-year licensing agreement with Arm that survived the 2022 termination of the proposed acquisition of Arm by Nvidia. AMD is also a longtime Arm licensee. Neither has been making Arm-based PC chips.

In a research report, NewStreet Research analyst Pierre Ferragu wrote that he thinks it will be “extremely difficult” for Arm (ARM) to gain traction in the PC market.

The analyst noted that so far only Apple has found success in adopting Arm-based processors for laptops and desktops. But he added that Nvidia’s reported interest in making Arm-based PC processors “should be taken seriously.” He pointed out that “tighter integration between GPU and CPU is a powerful value proposition, especially for gaming and 3D graphic design laptops.”

Ferragu sees the potential entrance of Nvidia into the CPU market as “a material headwind” for both Intel and AMD.”

In a research note, Wells Fargo analyst Aaron Rakers wrote that it makes sense for Nvidia and AMD to target Arm-based chips as PC manufacturers increasingly focus on AI computing capabilities. He noted that, according to Mercury Research, Arm-based PCs—including Macs—were 12% of the market over the 12 months through June 30, versus 9% a year earlier and 2% two years ago.

Wedbush analyst Matt Bryson said in a research note that a decision by both Nvidia and AMD to start making Arm-based PC chips would be “a potential concern” for Intel, but that the company’s future results will be driven primarily by progress in building out its foundry business.

Write to Eric J. Savitz at eric.savitz@barrons.com


The Barron's Daily

 

[equanimous]

IMO .... We will need to have as many s/holders personally attend at the next AGM to vote on the Strike 2 situation, if that situation was to ever eventuate ... as I take it from your post that a vote will be taken at the actual AGM with those present at the time if a strike 2 situation was to be called.

Dear Xrated,

Gather your pitch fork army else where.

 

[IloveLamp]

Delivering 5 Key Outcomes With Computer Vision At The Edge

Learn how Computer Vision unlocks actionable insights at the edge to produce the organizational outcomes you want.

www.forbes.com

 

[manny100]

My view on BRN is that its still a spec investment for me with in my view a good chance of eventually being a leader in the AI at the Edge industry.
BRN offers real time without a journey to the cloud.
Ever watched TV and the voices are not in sync with the actors, ie not real time - annoying. You dont get that with AKIDA.
Seeing something a fraction after it happens. You do not get that with AKIDA.
Add privacy/security, power savings, ability to expand, adaptability etc.
BRN is a major advance on what we have now. Silent movies to talkies, black and white movies to colour, to CinemaScope etc.
Try driving cars out of sync with real time. Speed kills - not with AKIDA.
The only thing i need is patience and a bit of luck.
While all the experts agree AI at the Edge will be huge its taking its time getting here.
We have 1st mover advantage and we need take up to get cracking before others catch up.