BRN Discussion Ongoing

manny100

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Did somebody say FPGA?????

From the Investor Presentation from last years surprise CR...

Investor Presentation 25/07/2024

"Use of Funds
Proceeds from the Placement and SPP will be used primarily to support the ongoing commercialisation of Akida 2.0
technology and the development, productization and commercialization of the new TENNs product. This represents the next
expansion in BrainChip’s product portfolio and builds on its existing leadership position in the field of neuromorphic
technology.
Non-deal related use of funds includes:
• Accelerate development of TENNs technology and derivative products & models for sales opportunities and product
portfolio expansion.
• Development of an Akida 2.0 derivative to support LLM (Large Language Models) on edge devices.
• Development of a cloud-based FPGA system to run Akida 2.0 for customer evaluation purposes.
• Ongoing investment in research & development to analyze new and emerging technology opportunities for novel edge
AI applications and product roadmap expansion

Investor Presentation 2024 |"



It's a marketing tool, not a commercial product!!!
Thanks, all clear. I had forgotten about that presentation.
Looks like the Tech advance/s that Sean said was on the way will come from the use of funds described in the presentation.
 
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manny100

Top 20
Did somebody say FPGA?????

From the Investor Presentation from last years surprise CR...

Investor Presentation 25/07/2024

"Use of Funds
Proceeds from the Placement and SPP will be used primarily to support the ongoing commercialisation of Akida 2.0
technology and the development, productization and commercialization of the new TENNs product. This represents the next
expansion in BrainChip’s product portfolio and builds on its existing leadership position in the field of neuromorphic
technology.
Non-deal related use of funds includes:
• Accelerate development of TENNs technology and derivative products & models for sales opportunities and product
portfolio expansion.
• Development of an Akida 2.0 derivative to support LLM (Large Language Models) on edge devices.
• Development of a cloud-based FPGA system to run Akida 2.0 for customer evaluation purposes.
• Ongoing investment in research & development to analyze new and emerging technology opportunities for novel edge
AI applications and product roadmap expansion

Investor Presentation 2024 |"



It's a marketing tool, not a commercial product!!!
We saw a news release in Sept'24 concerning aTENNuate.
From July'24 presentation: " Accelerate development of TENNs technology and derivative products & models for sales opportunities and product portfolio expansion."
Also from July presentation: " Development of an Akida 2.0 derivative to support LLM (Large Language Models) on edge devices."
So it looks like the coming Tech advancement will likely be about AKIDA Gen 2 and LLM's on the Edge.
Maybe another TENNs addon as well?
 
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Nice. If it was said then I guess it was said at the investor briefing. Perhaps in the Q & A at the end. I haven’t had a chance to listen.


At 1.07.45

SC
 
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We saw a news release in Sept'24 concerning aTENNuate.
From July'24 presentation: " Accelerate development of TENNs technology and derivative products & models for sales opportunities and product portfolio expansion."
Also from July presentation: " Development of an Akida 2.0 derivative to support LLM (Large Language Models) on edge devices."
So it looks like the coming Tech advancement will likely be about AKIDA Gen 2 and LLM's on the Edge.
Maybe another TENNs addon as well?
"So it looks like the coming Tech advancement will likely be about AKIDA Gen 2 and LLM's on the Edge.
Maybe another TENNs addon as well?"


Something like that, could easily add 40 or 50% to the share price from here, but that will only take us into the 30's..

We need announcements, with "Real Money" attached, as in multiple millions of dollars, or a significant partnership, with a Big Boy, like NVIDIA.

Commercialisation success, may already be happening as we speak, with prior engagements...

But Mannn..y..


 
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manny100

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"So it looks like the coming Tech advancement will likely be about AKIDA Gen 2 and LLM's on the Edge.
Maybe another TENNs addon as well?"


Something like that, could easily add 40 or 50% to the share price from here, but that will only take us into the 30's..

We need announcements, with "Real Money" attached, as in multiple millions of dollars, or a significant partnership, with a Big Boy, like NVIDIA.

Commercialisation success, may already be happening as we speak, with prior engagements...

But Mannn..y..



Agree, but as an appetiser to the 'big show' which is likely not that far away I would take 40 to 50% right now.
IMO every reason to be optomistic given ongoing positive events Since Sept'24.
 
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manny100

Top 20
Question.
The CES 25 link concerning TENNs 100x compression says that it foresees as a disruptive force to streamline the migration to Hybrid Edge AI computing.
This concept has not to my knowledge been further discussed by BRN.
As TENNs is neuromorphic and does not require the cloud does this mean we can sell TENNs to a greater market which includes non neuromorphic chip makers so they can be Hybrid AI?
Appears to be the case.
 
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Diogenese

Top 20
Question.
The CES 25 link concerning TENNs 100x compression says that it foresees as a disruptive force to streamline the migration to Hybrid Edge AI computing.
This concept has not to my knowledge been further discussed by BRN.
As TENNs is neuromorphic and does not require the cloud does this mean we can sell TENNs to a greater market which includes non neuromorphic chip makers so they can be Hybrid AI?
Appears to be the case.
"Hybrid" is used bi-etymologically. Sometimes it means analog/digital. other times, especially in the context of edge, it means a little bit of cloud.

As I said above, RAG caould be implemented in a hybrid manner with the full LLM in the cloud, and segements downloaded as required by topic.
 
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Doz

Regular
My guess for the supply of the FPGA’s is QuickLogic and maybe Edward got us a special deal .


View attachment 80204

View attachment 80205

Now I don’t know which one i want , QuickLogic or Flex Logix ?

1742953662570.png


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1742953835063.png


1742953887185.png

1742953936196.png

1742953991585.png
 
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TheDrooben

Pretty Pretty Pretty Pretty Good
Little mention for us among the big guys......




Happy as Larry
 
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Getupthere

Regular
Sean, only six weeks remain until the AGM.

It’s time we pulled a rabbit out of the hat.
 
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Tuesday is a very important day for Brainchip
 
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manny100

Top 20
Sean, only six weeks remain until the AGM.

It’s time we pulled a rabbit out of the hat.
Some time in April i expect we will see an updated value ann given all the client and Tech action since Sept'24.
I also expect positive client news release(s) closer to the AGM.
They have to be close enough to the AGM to be fresh in holders' minds
 
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miaeffect

Oat latte lover
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Sean, only six weeks remain until the AGM.

It’s time we pulled a rabbit out of the hat.
Atm he couldn’t pull a bird if he was the only man on the planet.
 
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rgupta

Regular
Question.
The CES 25 link concerning TENNs 100x compression says that it foresees as a disruptive force to streamline the migration to Hybrid Edge AI computing.
This concept has not to my knowledge been further discussed by BRN.
As TENNs is neuromorphic and does not require the cloud does this mean we can sell TENNs to a greater market which includes non neuromorphic chip makers so they can be Hybrid AI?
Appears to be the case.
TeNNs as per brainchip is a software which can work on other platforms as well but designed to work best with akida 2.
TeNNs is a software and cloud or independent of cloud is based upon hardware it is used with.
A company liquid AI using state space models ( same as TeNNs ) is valued at 2 billion USD last Dec for a funding of 250 USd.
The only difference here is they want to use their space state models on existing technologies while we are customizing the same for a new akida hardware.
Dyor
 
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2/4/25 Nintendo Direct?

With the release date being 15th May



And Im over these bloody rabbits

IMG_2375.png
 
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Cardpro

Regular
One day... hopefully... I will wake up to trading halt as they announce a big IP contract................................
 
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CHIPS

Regular
One day... hopefully... I will wake up to trading halt as they announce a big IP contract................................

Let's pray for that! Amen.
 
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One day... hopefully... I will wake up to trading halt as they announce a big IP contract................................
Yeah but then you probs realise it was all just a dream :LOL:
 
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