BRN Discussion Ongoing

RobjHunt

Regular
  • Like
Reactions: 1 users

Calsco

Regular
Love it, as soon as the SP drops - start up the whinging again.
It’s funny how quickly people seem to forget we are double and a bit what the SP was last month. Onwards and upwards 🚀
 
  • Like
  • Fire
  • Haha
Reactions: 20 users

Cyw

Regular
It’s funny how quickly people seem to forget we are double and a bit what the SP was last month. Onwards and upwards 🚀
Traders buy with the expectation that there will be some mention of sales, royalties etc. on the annual report but there was nothing so they sell and go away and come back next 4C.
 
  • Like
  • Fire
Reactions: 8 users

RobjHunt

Regular
It's so hard listening to the Q&A sessions as they (IMO) are very damaging to the company. Some people are just asking questions that clearly cannot be answered and in the end just frustrate people. Sean is never going to come out and say well yes we where approached by X to come in as a potential buy out or Intel came to us as they wanted to be a cornerstone investor!

The only thing i learnt from the Q&A was maybe some were shorters that wanted to ask questions that would put a bad light over the company, i hope they weren't holders. If they were then they shouldn't be in this company, because if you're here to get rich quick, well look at the last few years, you think it's going to happen overnight?

Having said that, one decent IP sign up could easily help depending on the who. While I like the communication by the company, i think it has hurt us more than helped, but hey, thems the breaks. Tick tock, everyday we don't get that IP is a day closer to getting it :)
You said, “While I like the communication by the company, i think it has hurt us more than helped, but hey, thems the breaks.” I’m not picking up what you’re putt’in down??

But we asked for more transparency, and BrainChip have taken that onboard.

Damned if you do, damned if you don’t.

Pantene Peeps 😉
 
  • Like
  • Fire
Reactions: 9 users

Tothemoon24

Top 20
IMG_8491.jpeg
 
  • Like
  • Thinking
Reactions: 11 users

IloveLamp

Top 20
  • Like
  • Love
  • Fire
Reactions: 48 users

Tothemoon24

Top 20

Tenstorrent RISC-V and Chiplet Technology Selected to Build the Future of AI in Japan​

SANTA CLARA, Calif. --Feb. 27, 2024 -- Tenstorrent is pleased to announce a multi-tiered partnership deal with Japan's Leading-edge Semiconductor Technology Center (LSTC), which selected Tenstorrent's world-class RISC-V and Chiplet IP for its all-new edge 2nm AI Accelerator. In addition to the IP licensing portion of this deal, Tenstorrent will work with LSTC as a collaborative innovation partner to co-design the chip that will redefine AI performance in Japan.
Under this project, Tenstorrent will also work with Rapidus Corporation, a newly founded Japanese semiconductor company that will develop state-of-the-art logic semiconductor technologies with an ambitious goal to achieve the world's best cycle time reduction services. Rapidus is planning to serve not only for wafer processing but also advanced packaging to meet the customer's specific needs through maximizing the effectiveness of the total manufacturing process. Their strategy is well aligned with Tenstorrent's direction.
Long known to offer the highest performing RISC-V CPU technology in the market, Tenstorrent will leverage its Ascalon RISC-V CPU core technology to co-develop a RISC-V CPU chiplet for LSTC's new edge AI accelerator. Tenstorrent and LSTC share the same vision that the future of silicon will be driven by heterogeneous compute - the combining of RISC-V CPU and AI cores that are designed to be used together to handle any workload.
Tenstorrent is an ideal partner for LSTC based not only on the strength of Tenstorrent's RISC-V CPU technology and expertise in artificial intelligence, but also because of the strength of Tenstorrent's team and its commitment to Japan. Tenstorrent is led by industry legend chip architect CEO Jim Keller who has a storied history of building high-profile, commercially successful silicon products such as Tesla's first self-driving chip, chips for the Apple iPad, and AMD's Zen architecture. Under Keller's leadership, Tenstorrent's success in AI, RISC-V CPU, and heterogeneous compute development made it easy for LSTC to choose Tenstorrent to work with to co-design their hardware.
20240227_1.jpg

Tenstorrent CEO Jim Keller shakes hands with Rapidus CEO Atsuyoshi Koike
"The joint effort by Tenstorrent and LSTC to create a chiplet-based edge AI accelerator represents a groundbreaking venture into the first cross-organizational chiplet development in semiconductor industry," said Wei-Han Lien, Chief Architect of Tenstorrent's RISC-V products. "The edge AI accelerator will incorporate LSTC's AI chiplet along with Tenstorrent's RISC-V and peripheral chiplet technology. This pioneering strategy harnesses the collective capabilities of both organizations to use the adaptable and efficient nature of chiplet technology to meet the increasing needs of AI applications at the edge."
"Tenstorrent is the perfect partner for us in this Post 5G Project," said Tetsuro Higashi, chairman of LSTC. "As a next-generation semiconductor design technology, we will promote the development of edge AI accelerators dedicated to edge inference processing applications, including generative AI, through international collaboration. Edge AI accelerators enable high-speed arithmetic processing with low power consumption."
"I am very pleased that this collaboration started as an actual project from the MOC conclusion with Tenstorrent last November," said Atsuyoshi Koike, president and CEO of Rapidus Corporation. "We will cooperate not only in the front-end process but also in the chiplet (back-end process), and work on as a leading example of our business model that realizes everything from design to back-end process in a shorter period of time ever."
"This is a pivotal moment for Japan, for LSTC, for Rapidus, and for Tenstorrent. Having spent a large part of my career in Japan, I know how important it is for Japan to reestablish leadership in the design of high performance compute," said David Bennett, Chief Customer Officer of Tenstorrent. "It is with great pleasure that I also announce that Tenstorrent will be opening a high performance compute design center in Japan to support not only this project and our customers, but also to help nurture and develop the future of Japan's high performance compute industry."
About LSTC:
LSTC contributes to strengthening the competitiveness of the Japanese semiconductor industry by promoting research and development that contributes to next-generation semiconductors in collaboration with domestic and overseas companies and research institutions. LSTC will formulate the circuit design, device, manufacturing, and equipment/materials technologies necessary to enable the manufacture of semiconductors at the 2nm node and beyond that surpass conventional performance at short TAT (turn-around time), conduct elemental technology research in collaboration with members and external organizations, and commercialize the research results.
About Rapidus Corporation:
Rapidus Corporation aims to develop and manufacture the world's most advanced logic semiconductors. We will create new industries together with our customers through the development and provision of services to shorten cycle times in design, wafer processes, 3D packaging, and more. We will continue to challenge ourselves in order to contribute to the fulfillment, prosperity, and happiness of people's lives through the use of semiconductors.
About Tenstorrent:
Tenstorrent is a next-generation computing company that builds computers for AI. Headquartered in the U.S. with offices in Austin, Texas, and Silicon Valley, and global offices in Toronto, Belgrade, Seoul, Tokyo, and Bangalore, Tenstorrent brings together experts in the field of computer architecture, ASIC design, RISC-V technology, advanced systems, and neural network compilers. Tenstorrent is backed by Eclipse Ventures and Real Ventures, Archerman Capital, Samsung Catalyst Fund, and Hyundai Motor Group among others.
For more information on Tenstorrent visit www.tenstorrent.com
 
  • Like
  • Fire
  • Wow
Reactions: 11 users

7fĂŒr7

Top 20
  • Like
  • Haha
Reactions: 5 users
  • Haha
  • Like
  • Fire
Reactions: 18 users
  • Haha
  • Like
  • Fire
Reactions: 6 users
I was hoping BRN would fund a better retirement but with the time horizon it might be a fancier funeral!! :LOL::LOL::LOL:
Hi toasty
On time horizon I will need to listen again but I believe I heard Sean Hehir communicate that:

1. The restructure is complete and the sales team is now in place to drive sales during 2024.

2. They have strong relationships with partners evidenced by Intel displaying Brainchip centre stage.

3. The company is most definitely engaging with potential customers to sell further IP licences as it has to Renesas and MegaChips.

4. The Edge Boxes are an opportunity for which there appears to be strong demand and they have sufficient AKD1000 chips in hand to match that demand and the ability to produce more when required.

5. The move to produce an actual AKIDA 2.0 silicon chip is clearly no longer a certainty as they do not want customers who decide to produce silicon containing AKIDA 2.0 IP to feel threatened by Brainchip becoming a competitor.

(My wild speculation is that to be considering deferring permanently the production of AKIDA 2.0 having been so close to Tapeout as stated by Todd Vierra at CES 2024 Brainchip must be very well advanced in some sort of real world commercial engagement with a significant customer. Could it be Intel???)

While I don’t know your age I am 70 and I am still anticipating being here in February, 2025 which should mean on the basis of today’s presentation I will be well positioned to enjoy the commercial success that will commence in 2024.

My opinion only DYOR
Fact Finder
 
  • Like
  • Love
  • Fire
Reactions: 125 users

Deadpool

Did someone say KFC
For those that are interested ANT61 ,are launching the Beacon in 15 minutes time and can watch via Youtube
Join our mission operations team and peek behind the curtain of the space launch! ANT61 is launching our first space hardware product, the Beacon. We'll watch the rocket launch and telemetry stream from the Beacon live.

 
  • Like
  • Fire
  • Love
Reactions: 33 users
Socionext?
They don't really fit the "customer" bill to me đŸ€”...

Not sure why there hasn't been any discussion about it?..

Not often the Company offers up a juicy tidbit like that...

Or am I seeing things that aren't there..

To me, it's saying there's an in the flesh, integrated circuit, customer custom SOC, with our IP in it...
 
Last edited:
  • Like
Reactions: 1 users

skutza

Regular
You said, “While I like the communication by the company, i think it has hurt us more than helped, but hey, thems the breaks.” I’m not picking up what you’re putt’in down??

But we asked for more transparency, and BrainChip have taken that onboard.

Damned if you do, damned if you don’t.

Pantene Peeps 😉
No, I'm suggesting that the Q&A session is not good for the company due to the questions. Sean had to explain in 5 different ways he can't talk about other companies. This should be known by any investor that unless it was news before the presentation, it 100% isn't going to be talked about during. What do people think, he's going to reveal a few NDA's to keep the pitchfork peasants happy?
 
  • Like
  • Fire
  • Haha
Reactions: 17 users

TopCat

Regular
For those that are interested ANT61 ,are launching the Beacon in 15 minutes time and can watch via Youtube
Join our mission operations team and peek behind the curtain of the space launch! ANT61 is launching our first space hardware product, the Beacon. We'll watch the rocket launch and telemetry stream from the Beacon live.


This is exciting to think we are on this
 
  • Like
  • Fire
Reactions: 12 users

skutza

Regular
For those that are interested ANT61 ,are launching the Beacon in 15 minutes time and can watch via Youtube
Join our mission operations team and peek behind the curtain of the space launch! ANT61 is launching our first space hardware product, the Beacon. We'll watch the rocket launch and telemetry stream from the Beacon live.


ROFL what the hell was that !!!! I blinked and it was gone
 
  • Haha
  • Like
Reactions: 5 users

TopCat

Regular
  • Haha
  • Like
Reactions: 9 users

7fĂŒr7

Top 20
ROFL what the hell was that !!!! I blinked and it was gone
We are all scammed! This was a simple f..in firework rocket 😭 (sarcasm)
 
  • Haha
  • Like
Reactions: 4 users

Deadpool

Did someone say KFC
This is exciting to think we are on this
I don't believe we are in this one, could be wrong.
The one we are in is to launch March 4th
 
  • Like
  • Fire
Reactions: 14 users
Top Bottom