BRN Discussion Ongoing

[Schnitzel lover]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

 

[Easytiger]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

Yep and they co-promote the BRN!

 

[Labsy]

Douch bags... when will they learn... slap some Akida in there for gods sake....

Degraded Snapdragon 8 Gen 3 efficiency reported as Cortex-X4 core guzzles 28% more power for 14% more performance vs 8 Gen 2+

The Snapdragon 8 Gen 3 inside the Xiaomi 14 Pro has now been tested to measure the raw performance and efficiency of the big Cortex-X4 CPU core. The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen...

www.notebookcheck.net

 

[Perhaps]

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

A chip volume production at an earlier stage would have made no sense. For development there is no need to buy some million chips. Also the lack of specialists for neuromorphic technology needed the support of Brainchip in the past. Who should buy masses of neuromorphic chips without an idea how to use them.
The way Brainchip goes is just what's possible with bringing a new technology to the market. The management isn't a club of newbies. The rest is patience and accept the timelines.

 

[GazDix]

If BRN was really smart they would’ve taken up a 10% CR at $1.50 or equivalent of a $250mill raise, and could’ve gone down both pathways. Chip volume production to saturate the market, and also IP for the bigger players..

Even $100mill would’ve been possible and only 3-4% dilutive to raise in late 2021 when capital was still a lot easier to come by..

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

No doubt the chip would've been quicker, but scalability would have been the opportunity cost. Or was the change in approach to IP from chip spawn from a worry for security?
This fact made me more bullish on BRN than before because Sean and the other newcomers really see potential in the tech hence the long-term strategy change rather than the 'quick revenue' one. It also reinforces the 3-year advantage (or thereabouts) we have with competitors seeing BRN could change the approach without worrying about them. I imagine the VVDN's Edge Box has some X factor that validates worries from BRN's side.

Although as investors time horizons have to be shifted further along, it is what it is. But for greater returns, I think we would all be happy with that.

 

[Cgc516]

AKD1000 two nodes IP $1 million approx Renesas

AKD1000 IP $3.25 million with $750,000 to come MEGACHIPS

Ford EAP AKD1000 IP EAP $50,000 approx;

Valeo EAP AKD1000 IP undisclosed milestone payments

NASA EAP AKD1000 IP $50,000

All verified in announcements and in 4C’s, Half Yearly & Annual Reports. NASA also verified payment in publicly available records.

My opinion only DYOR
FACT FINDER

AKIDA BALLISTA

Can’t wait to see the “milestone payments”!
Also, it’s great to have you back recently!
Thanks.

 

[Fact Finder]

That's what they've wanting to accomplish, with the VVDN edge box.

It will be measurable between direct competitors, like Nvidia's offerings.

Performance is likely going to be comparable (I really have no idea), but at a much much lower price point and orders of magnitude savings in power usage.

It may offer a very stark contrast, of the available technologies..

VVDN make Edge Boxes for Nvidia and Qualcomm. The Nvidia box uses Jetson. I believe it is the TX2.

As far as a competition with Nvidia’s Edge Box goes built on the Jetson TX2 the winner has already been announced by Tata Consulting Services and Brainchip:

1. TCS has published that “We design and train a CNN and convert it into SNN using the CNN2SNN conversion toolkit of Brainchip Akida neuromorphic platform. We achieve 95.46% accuracy while power consumption and latency are at least 35x and 3.4x more efficient respectively in stage-1 (and 230x & 7x in stage-2) compared to the equivalent CNN running on Jetson TX2.”

2. Brainchip has stated it will be a smaller slimlined Edge Box than the existing offerings from VVDN. So wins on size unless you believe size does matter.

3. AKD1000 has been priced at $AU25.00 on multiple occasions by Anil Mankar, Peter van der Made and Mr. Dinardo. Simon Thorpe formerly on the Brainchip Scientific Advisory Board has a number of papers where he suggested a price of about $10.00. Suffice to say it would be under $30.00.

4. Nvidia Jetson TX2 is significantly more expensive:

5. AKD1000 can be scaled to 64 chips so even if you added a couple of extra to up the processing power it will fall well short of $AU 100.00.

6. Assuming that the metal box and accessories required to build the Boxes will be comparable and the additional costs will be approximately the same.

On any measure therefore an AKIDA VVDN EDGE Box has already won the contest with Nvidia.

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

 

[rgupta]

VVDN make Edge Boxes for Nvidia and Qualcomm. The Nvidia box uses Jetson. I believe it is the TX2.

As far as a competition with Nvidia’s Edge Box goes built on the Jetson TX2 the winner has already been announced by Tata Consulting Services and Brainchip:

1. TCS has published that “We design and train a CNN and convert it into SNN using the CNN2SNN conversion toolkit of Brainchip Akida neuromorphic platform. We achieve 95.46% accuracy while power consumption and latency are at least 35x and 3.4x more efficient respectively in stage-1 (and 230x & 7x in stage-2) compared to the equivalent CNN running on Jetson TX2.”

2. Brainchip has stated it will be a smaller slimlined Edge Box than the existing offerings from VVDN. So wins on size unless you believe size does matter.

3. AKD1000 has been priced at $AU25.00 on multiple occasions by Anil Mankar, Peter van der Made and Mr. Dinardo. Simon Thorpe formerly on the Brainchip Scientific Advisory Board has a number of papers where he suggested a price of about $10.00. Suffice to say it would be under $30.00.

4. Nvidia Jetson TX2 is significantly more expensive:
View attachment 50331

5. AKD1000 can be scaled to 64 chips so even if you added a couple of extra to up the processing power it will fall well short of $AU 100.00.

6. Assuming that the metal box and accessories required to build the Boxes will be comparable and the additional costs will be approximately the same.

On any measure therefore an AKIDA VVDN EDGE Box has already won the contest with Nvidia.

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

Ff your knowledge, confidence and reasoning makes all the difference.
A very good post.
But I still believe the price will be higher than one with Nvidia Jetson. Coz they will try to sell them on merit than price.

 

[Damo4]

Well at the moment it looks like VVDN's Edge Box will be the first to have a commercial product incorporating the Akida chip.

I always reckoned that the chip would be a quicker way to market than the IP. It's just a matter of gluing them onto a PCB and loading the model, none of this circuit design, taping out, sample testing ...

Agreed with talk of years end commercial availability it's a race between Valeo, Renesas and VVDN!

Btw your post had me picturing someone hot glueing the chip down and getting it straightened up.

 

[wilzy123]

This is probably the most underbaked "investor" comment I've seen in a long time about BRN.

I reckon even the crapper wouldn't tolerate this level of intellect

I think this is a competition between @Schnitzel lover @David holland @Makeme 2020


It's a close tie.


Just wow. Stellar contributor's.

 

[DingoBorat]

Douch bags... when will they learn... slap some Akida in there for gods sake....

Degraded Snapdragon 8 Gen 3 efficiency reported as Cortex-X4 core guzzles 28% more power for 14% more performance vs 8 Gen 2+

The Snapdragon 8 Gen 3 inside the Xiaomi 14 Pro has now been tested to measure the raw performance and efficiency of the big Cortex-X4 CPU core. The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen...

www.notebookcheck.net

"The tests, which were conducted by Golden Reviewer, depict the Cortex-X4 to pack a 14% performance bump over the Cortex-X3 inside the Snapdragon 8 Gen 2+ while utilizing a concerning 28% more power"

I concur with your assessment Sir.

 

[stockduck]

What do you think?
could it be Akida IP?

There is a new toy for kids aged between 10 -16 jears old in germany on market :

https ://www.kosmos.de/de/miika-k.i._1620899_4002051620899

especially the reading :
"To use the app, all you need is a smartphone or tablet. In order to make Miika AI a safe toy for children between 10 and 14 years old, the app works purely locally without the Internet, it does not save any image or audio files and does not send any data to a server. A real innovation that guarantees data protection!"

....makes me think of that possibility.

I like it as a present for christmas maybe.

@Fact Finder
Thank you for your contribution.

 

[Fact Finder]

What do you think?
could it be Akida IP?

There is a new toy for kids aged between 10 -16 jears old in germany on market :

https ://www.kosmos.de/de/miika-k.i._1620899_4002051620899

especially the reading :
"To use the app, all you need is a smartphone or tablet. In order to make Miika AI a safe toy for children between 10 and 14 years old, the app works purely locally without the Internet, it does not save any image or audio files and does not send any data to a server. A real innovation that guarantees data protection!"

....makes me think of that possibility.

I like it as a present for christmas maybe.

@Fact Finder
Thank you for your contribution.

Don’t forget SynSense CEO stated they were being used in a toy because being wrong occasionally is acceptable for toys unlike motor vehicles read in BMW probably a fail.

I have not read that SynSense have revealed what the toy is so you need to eliminate SynSense before you can have any confidence this is Brainchip.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Diogenese]

Don’t forget SynSense CEO stated they were being used in a toy because being wrong occasionally is acceptable for toys unlike motor vehicles read in BMW probably a fail.

I have not read that SynSense have revealed what the toy is so you need to eliminate SynSense before you can have any confidence this is Brainchip.

My opinion only DYOR
FF

AKIDA BALLISTA

What do you think?
could it be Akida IP?

There is a new toy for kids aged between 10 -16 jears old in germany on market :

https ://www.kosmos.de/de/miika-k.i._1620899_4002051620899

especially the reading :
"To use the app, all you need is a smartphone or tablet. In order to make Miika AI a safe toy for children between 10 and 14 years old, the app works purely locally without the Internet, it does not save any image or audio files and does not send any data to a server. A real innovation that guarantees data protection!"

....makes me think of that possibility.

I like it as a present for christmas maybe.

@Fact Finder
Thank you for your contribution.

... and then you need to deal with Ella ...

 

[IloveLamp]

... and then you need to deal with Ella ...

 

[jtardif999]

View attachment 50308

“By delivering this without the overhead costs of dedicated DSP and ML accelerators, the Cortex-M52 enables Al on a single toolchain and architecture to
enable richer UI, voice and vision experiences.”

Interesting to me is that in many of the blurbs regarding Akida2.0 there has been mention of the lack of a need for a DSP, because the Akida tech is capable of processing raw signal data directly from input to infer patterns.

 

[jtardif999]

TECHNOLOGY | STREET NOTES

Arm’s Licensing Deals Should Power Its Growth. The Stock Is a Buy, Analyst Says.

A rm Holdings is a buy, according to a Wells Fargo analyst, who said licensing deals should power the chip maker’s growth.

Wells Fargo analyst Gary Mobley initiated coverage of Arm (ticker: ARM) on Monday with an Overweight rating and $70 price target, which implies a 27% upside from the stock’s closing price on Friday.

“We view Arm as one of the best positioned companies within the $550 billion global semiconductor industry,” Mobley wrote in a research note.

For fiscal 2024, Mobley believes that Arm should generate about 13% top-line growth, and attributes this to future licensing deals.

On the company’s fiscal second-quarter earnings call earlier this month, Chief Financial Officer Jason Child said Arm expected zero to 10% growth for licensing year over year for the third quarter, but looking ahead said the company expects “pretty significant growth because we do expect some pretty big license deals coming in Q4.”

Mobley also wrote in his research note that he expects revenue growth to accelerate in fiscal 2025, “mostly driven by a cyclical chip recovery as well as higher royalty rates.”

Arm is a British semiconductor company that went public on Sept. 14. Its customers include Apple (AAPL) and Alphabet (GOOGL). Earlier this month, Arm reported fiscal second-quarter financial results that beat estimates, but provided third-quarter revenue estimates of $720 million to $800 million. Wall Street was guiding for revenue of $776 million, according to FactSet.

BofA Securities analyst Vivek Arya wrote in a note after the earnings were released that the company’s outlook was “messy,” which came as a surprise. However, Arya maintained his Buy rating and $65 price target on the stock.

“Arm’s proven architecture and established ecosystem should help expand processor market share and royalty rate over the next three years, outgrowing peers and the broader market,” he said.


Shares of Arm were rising 5.5% Monday to $58.02 and were on pace for their highest close since Sept. 15, according to Dow Jones Market Data.

 

[jtardif999]

To shine a light on ARM Helium again:
It's a vector extension which extends the instruction-set architecture. That leads to faster and more complex processes. It enables a run without additional accelerator, delivering better results than earlier generations and keep the costs down.
This is not the competitor. Of course you can reach even better results with the use of additional accelerators, so it's more a question of AND not OR.
Also the full commercialisation of Helium now gives a good idea about industry timelines, as the extension is in the pipeline since 2019.

In first place each company in the world will favour their inhouse solutions, all are in it for maximum profit, just a natural thing. Secondly stands the aquisition of new technology to the own pipeline. The history of the big tech players is full of it.
The least attractive solution is the use of IP from a start-up.

This is the world Brainchip is living in. For a breakthrough it needs a full commercialised product with Akida inside, which shows real advances to the competition. This could be the initialization of a snowball effect with a big wave starting.

So the remaining question is, who will be the first using not much loved IP as a standard in a commercial product, not as an option.

If the Helium vector extensions sole purpose is to extend the ARM instruction set improving CPU performance in more complex use cases then as you say the Helium technology is not an accelerator per say, but rather it is directly CPU enhancing. Therefore imo Akida IP could still be a coprocessor to any Cortex M IP containing Helium.

 

[Chris B]

If the Helium vector extensions sole purpose is to extend the ARM instruction set improving CPU performance in more complex use cases then as you say the Helium technology is not an accelerator per say, but rather it is directly CPU enhancing ..and not an inferior alternative to Akida IP - therefore potentially Akida IP could now/in future be the AI component in Cortex M chip designs.

6 minute 40 mark... is that a brain boxed in with Helium??? Ai IP is what makes the m85 a Neural Processor. So Akida or Renesas will do that. Either way, we make revenue..

 

[Getupthere]

Nvidia Still Leads AMD, Intel In the AI Chips Race. How It Plans to Stay Ahead. — Barron’s

Nvidia’s earnings were impressive but still not enough to push the stock higher. However, the company did enough to show that rivals such as Advanced Micro Devices and Intel have a long way to go to catch up with regard to artificial-intelligence chips. Nvidia (ticker: NVDA) executives didn’t...

apple.news

Nvidia’s data center revenue is now projected to hit $65 billion in the fiscal year ending January 2025, more than double the projected combined data-center sales of Intel and AMD for about the same period.

Like Fact Finder says.
1% of $65 billion is a lot of money