BRN Discussion Ongoing

[JoMo68]

BrainChip’s #neuromorphic technology is inspired by how the human brain learns. | BrainChip

BrainChip’s #neuromorphic technology is inspired by how the human brain learns. From this inspiration, our leading-edge approach to #AI, brings on-chip learning, minimal power usage, and lightning-fast #processing. We’re reshaping the future through innovation. Join us: www.brainchip.com #EdgeAI

www.linkedin.com

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Love love LOVE the new logo!

 

[Euks]

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Hey Bravo,

These are all great endorsements and I believe they are from the March 2023 when the 2nd generation, Akida 2.0 was announced.

Our CEO said in his interview with stocks down under a few days ago that when our clients have our IP in there hands in can take several months up to a year for them
To make a decision……..

Now granted, I was lead to believe that Akida 2.0 was in the hands of early adopters in March 2023 as per the announcement that stated Akida 2.0 is in the hands of early adopters with general availability at the end of the 3rd quarter 2023.

BrainChip Introduces Second-Generation Akida Platform

Design And Reuse - Catalog of IP Cores and Silicon on Chip solutions for IoT, Automotive, Security, RISC-V, AI, ... and Asic Design Platforms and Resources

www.design-reuse.com

I think most of us here were hoping when 2.0 was finally announced in October 2023 that we might have had a couple IP deals at the same time but unfortunately that wasn’t the case.

@supersonic001 has a point. At some stage you have to back up what you’re saying with results. In a number of 4Cs released well over 12 months ago the last paragraph said the same thing on numerous occasions. I can’t remember exactly but it was along the lines of “the company is experiencing its greatest number of customer engagements”

So once again if it only takes up
to a year for a customer to make a decision then what happened to all those customers?

There should be no excuses in this current environment where semiconductor companies are thriving and the US government is pumping money into the industry.

Just my opinion
Euks

 

[RobjHunt]

ISL link. View attachment 58754 This news tickles my fancy a lot. Thanks for sharing @Pmel. With this and other reveals over the last day, it’s all making my Monday more wonderful

 

[Boab]

In todays Weekend Australian.
Go you good thing.

 

[Rach2512]

In todays Weekend Australian.
Go you good thing.
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Again, saving the best till last. ❤

 

[TECH]

Hey Bravo,

These are all great endorsements and I believe they are from the March 2023 when the 2nd generation, Akida 2.0 was announced.

Our CEO said in his interview with stocks down under a few days ago that when our clients have our IP in there hands in can take several months up to a year for them
To make a decision……..

Now granted, I was lead to believe that Akida 2.0 was in the hands of early adopters in March 2023 as per the announcement that stated Akida 2.0 is in the hands of early adopters with general availability at the end of the 3rd quarter 2023.

BrainChip Introduces Second-Generation Akida Platform

Design And Reuse - Catalog of IP Cores and Silicon on Chip solutions for IoT, Automotive, Security, RISC-V, AI, ... and Asic Design Platforms and Resources

www.design-reuse.com

I think most of us here were hoping when 2.0 was finally announced in October 2023 that we might have had a couple IP deals at the same time but unfortunately that wasn’t the case.

@supersonic001 has a point. At some stage you have to back up what you’re saying with results. In a number of 4Cs released well over 12 months ago the last paragraph said the same thing on numerous occasions. I can’t remember exactly but it was along the lines of “the company is experiencing its greatest number of customer engagements”

So once again if it only takes up
to a year for a customer to make a decision then what happened to all those customers?

There should be no excuses in this current environment where semiconductor companies are thriving and the US government is pumping money into the industry.

Just my opinion
Euks

Nice post, I thought about Sean's comment you referenced, up to a year to commit or not to, despite being only a guide, it all comes back
to the fact that we can't control how or when another companies Board decide to pull the trigger, that really is the position that we find
ourselves in...the longer they wait to make the call, it will leave the door open for another innovative company to gain that first mover
advantage in my opinion.

Tech.

 

[IloveLamp]

Sign Up | LinkedIn

500 million+ members | Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

www.linkedin.com

Aardvark Infinity

www.aardvarkinfinity.com

 

[MaxwellAnne]

ISL link. View attachment 58754 View attachment 58755

Thanks for sharing @Pmel this is a fantastic find !!!

 

[IloveLamp]

https://www.notebookcheck.net/Massive-Arrow-Lake-leak-reveals-Intel-ditching-new-cores-introduced-with-Meteor-Lake-no-Arc-iGPU-and-more.809838.0.html

 

[schuey]

https://www.notebookcheck.net/Massive-Arrow-Lake-leak-reveals-Intel-ditching-new-cores-introduced-with-Meteor-Lake-no-Arc-iGPU-and-more.809838.0.html

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Any links or rumours that BRN is involved?

 

[MDhere]

In todays Weekend Australian.
Go you good thing.
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KABOOM!! BOOMITY Boom Boom Boom!!

 

[RobjHunt]

Women can drive? ..

You've taken your life in your own hands there mate

 

[DingoBorat]

You've taken your life in your own hands there mate

To me, adding inbetween the lines, the comment looks a bit like this..

Especially with the part..
"one of our female engineers"..


"Because it's International Women's day, we decided to let one of our "female" engineers (yes we really do have them) "drive" our precious EQXX prototype (we have photos to prove, she's actually sitting in the driver's seat pretending to drive!)".
"You go girl!"

 

[CrabmansFriend]

I have just stumbled over another market report (similar the often refernced Gartner report) I would like to share.
Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033

Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033

The global artificial intelligence (AI) in hardware market size was estimated at USD 53.71 billion in 2023 and is anticipated to reach around USD 473.53...

www.globenewswire.com

Generally I always take the numbers with a grain of salt and I am more interested how these analysts come to their conclusions and what aspects they mention I might not have considered yet or put the same amount of focus on.

Among the usual suspects in hardware categories like GPU, FPGA, ASICs and so on they also mention neuromorphic.

But on of the most interesting parts I'd like to highlight are the following:

Devices Insights

The autonomous robots segment is expected to grow faster in the artificial intelligence in hardware market during the forecast period due to several factors, such as rising deployment in various industries, advancements in AI and Machine Learning, and demand for logistics and warehousing automation. Artificial intelligence (AI) and machine learning advancements have given robots the ability to learn, adapt, and make decisions in real time. Industries are shifting to autonomous robots to automate challenging and hazardous activities, lowering operational costs and increasing productivity. Moreover, Logistics and warehousing are experiencing an increase in demand for these robots as they optimize operations in response to the growing e-commerce sector.

Driver: Real-time deep learning and AI hardware accelerators

In the artificial intelligence in hardware market, the demand for real-time deep learning workloads has fueled an enormous shift toward Edge AI, demanding specialized AI hardware accelerators.

But the part I personally find the most interesting is this one (even if this could be relate more to the actual chip companies):

Opportunity: Integration in semiconductor companies

The rise of artificial intelligence in hardware market offers a transformative opportunity for semiconductor companies,
indicating a fundamental shift in value generation within the technology sector.

Previously, these companies obtained a small portion of the value generated by technological stacks.
However, the growth of AI forecasts that these companies are expected now to command 40 to 50 percent of the entire value.

Moreover, across its nine-layer technology stack, AI depends mostly on hardware for functions such as logic and memory. Semiconductor companies are critical in addressing AI concerns. To capitalize on this advantage, companies are expected to focus on personalized solutions for specific sectors, emphasizing customization and providing specialized memory and accelerators for increased efficiency. Strategic targeting, personalization, and end-to-end solutions are crucial to success in the AI era, allowing semiconductor companies to dominate the hardware environment.

 

[Diogenese]

I have just stumbled over another market report (similar the often refernced Gartner report) I would like to share.
Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033

Artificial Intelligence (AI) in Hardware Market Size to Reach USD 473.53 Bn By 2033

The global artificial intelligence (AI) in hardware market size was estimated at USD 53.71 billion in 2023 and is anticipated to reach around USD 473.53...

www.globenewswire.com

Generally I always take the numbers with a grain of salt and I am more interested how these analysts come to their conclusions and what aspects they mention I might not have considered yet or put the same amount of focus on.

Among the usual suspects in hardware categories like GPU, FPGA, ASICs and so on they also mention neuromorphic.

But on of the most interesting parts I'd like to highlight are the following:







But the part I personally find the most interesting is this one (even if this could be relate more to the actual chip companies):

Hi Crabman,

Nobody can count that high - there just aren't enough fingers and toes in the world.

The beauty of Akida is that it is sensor agnostic. it can process video, audio, olfactory, etc. All that is needed is the appropriate model, a database of "similar" signals. And one-shot learning means that performance improves with use.

 

[CrabmansFriend]

Hi Crabman,

Nobody can count that high - there just aren't enough fingers and toes in the world.

The beauty of Akida is that it is sensor agnostic. it can process video, audio, olfactory, etc. All that is needed is the appropriate model, a database of "similar" signals. And one-shot learning means that performance improves with use.

As far as I know there‘s one who can.
Someone told me Chuck Norris counted to infinity - and then again.

 

[Diogenese]

As far as I know there‘s one who can.
Someone told me Chuck Norris counted to infinity - and then again.

I heard he only got half way.

 

[Space Cadet]

To me, adding inbetween the lines, the comment looks a bit like this..

Especially with the part..
"one of our female engineers"..


"Because it's International Women's day, we decided to let one of our "female" engineers (yes we really do have them) "drive" our precious EQXX prototype (we have photos to prove, she's actually sitting in the driver's seat pretending to drive!)".
"You go girl!"

Ŵhen I saw this I'll admit I thought now there's a joke in that but then thought it was very condescending to women and wasn't going there. There are strong women on here so they don't need me to stand up for them, but then thought why would MB put a message up like that. There may be a couple of reasons. I think it was well meant.

1. May have been in German and didn't translate properly or not person's first language.

2. Was written by a male who is insensitive to what he wrote.

3. This is important in my opinion. It was in Saudi Arabia and I think we are all aware of women's rights there.

SC

 

[Space Cadet]

I heard he only got half way.

And then counted backwards to zero.

SC

 

[Frangipani]

One of the posters led me to indie Semiconductor (headquartered - of all places - in Aliso Viejo, 2 km from where Brainchip used to have its US office) and two of their acquisitions in Germany - Silicon Radar in Frankfurt/Oder and Symeo (“Radar Next Level”) in Neubiberg, just outside of Munich. Might be worthwhile for the more tech-savvy to have a closer look at them in general.

Coincidentally, I stumbled across a very familiar name liking the Neurobus “birth announcement” on another LinkedIn page - and no, it’s not Rob Telson’s, but that of Sounak Dey from TCS Research (see below).

Now that is an intriguing connection, isn’t it? After all, “earth observation” is one of the three domains the astropreneurs’ neuromorphic technology applications are aimed at.

BRN Discussion Ongoing

Look at the financials, we may never know where BRN is being used??? Personally I think it's possible to shoot to 25mill then 80 mill in 2 quarters... perhaps 150mill... shorters beware . .. sp gonna hit the roof in next 2 quarters... xall me crazy but I'm expecting a div payment in 2024-2025...

thestockexchange.com.au

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P.S.: On Google, another guy also called Sounak Dey comes up when searching for that name. However, he is younger and works for Munich-based European “Defense AI” start-up Helsing AI, (“Artificial intelligence to serve our democracies… Helsing is a new type of defense AI company. We believe that software, in particular artificial intelligence, will be the key to our democracies”.) They are in cahoots with IBM and backed by Spotify co-founder and CEO Daniel Ek.