BRN Discussion Ongoing

[manny100]

Over on the crapper there is sheer, unadulterated panic and wet pants over the new NVIDIA release.
Meanwhile back a the Ranch a reminder of one of Sean's presentations from last year.
Sean basically almost trashed NVIDIA as a true AI at the Edge provider. His words NVIDIA does not come close to BRN in power and is not really suited to the Cloud.
The view is basically that if its via the cloud its not true AI at the Edge.
For the presentation Google BrainChip OTCQX: BCHPY|ASX:BRN investor presentation november 2023
Start from Circa 21.30 min mark where Sean talks about Competition and comparison.
In another presentation Sean said that BRN complements Cloud providers (complement each other) rather than compete.
I guess its because NVIDIA and other cloud providers make their revenue from traditional IT and traditional AI functions. True AI at the Edge 'all on chip' like BRN is a new ball game or segment of the Industry. Some will be suited to the Cloud others to the Edge on chip.
The huge future growth however is in the AKIDA no trip to the Cloud process, ie AKIDA.

 

[Diogenese]

Is it just me, or is Micklepenis starting to sound like he has a personal vendetta and losing all objectivity!?

Try "continuing".

 

[7für7]

Cockroaches are like “hehe let them believe the share price will close high, and at 15:59 baaam 29c hehehe”

 

[Pom down under]

I know we get very little by way of ASX Ann"s, but to read BRN stating things like " WE ARE EMBEDDING OUR IP IN EVERYTHING, EVERYWHERE " gives me alot of reassurance that there is plenty going on that we haven"t fully been made aware of yet. View attachment 59591

 

[DingoBorat]

Is it just me, or is Micklepenis starting to sound like he has a personal vendetta and losing all objectivity!?

He doesn't have a personal vendetta, he's just given a task to write an article in "This light" IMO.
He's just a dog, that does what he's told.

There's only 2 options with the recent bit of trash, comparing Blackwells market, to AKIDAs.

Either the people running Motley Fool are complete idiots, or they are lying through their teeth, for some reason..

To say they are complete idiots, suggests they are a reputable organisation.

 

[7für7]

He doesn't have a personal vendetta, he's just given a task to write an article in "This light" IMO.
He's just a dog, that does what he's told.

There's only 2 options with the recent bit of trash, comparing Blackwells market, to AKIDAs.

Either the people running Motley Fool are complete idiots, or they are lying through their teeth, for some reason..

To say they are complete idiots, suggests they are a reputable organisation.

 

[7für7]

Someone wants 1.5 million at 0.36

Idiot… he could have them for 34.8 🫵🫵

 

[manny100]

Over on the crapper there is sheer, unadulterated panic and wet pants over the new NVIDIA release.
Meanwhile back a the Ranch a reminder of one of Sean's presentations from last year.
Sean basically almost trashed NVIDIA as a true AI at the Edge provider. His words NVIDIA does not come close to BRN in power and is not really suited to the Cloud.
The view is basically that if its via the cloud its not true AI at the Edge.
For the presentation Google BrainChip OTCQX: BCHPY|ASX:BRN investor presentation november 2023
Start from Circa 21.30 min mark where Sean talks about Competition and comparison.
In another presentation Sean said that BRN complements Cloud providers (complement each other) rather than compete.
I guess its because NVIDIA and other cloud providers make their revenue from traditional IT and traditional AI functions. True AI at the Edge 'all on chip' like BRN is a new ball game or segment of the Industry. Some will be suited to the Cloud others to the Edge on chip.
The huge future growth however is in the AKIDA no trip to the Cloud process, ie AKIDA.

To the google search of the presentation add to the front you tube so searchng:
you tube BrainChip OTCQX: BCHPY|ASX:BRN investor presentation november 2023
from Circa 21min or 21.3 min mark

 

[Stable Genius]

This is quite a good presentation from the chief architect @ MB describing the compute issues for ADAS level 4. Brainchip doesn’t get a mention but I enjoyed it and learnt a bit anyway as he puts the issues in plain language to understand the road ahead!

It’s also a prelude to an upcoming presentation where hoping he’s solved some of the problems and gives us a mention.

Before coming to the Automotive Computing Conference (ACC) of Detroit… | François de Normandie

Before coming to the Automotive Computing Conference (ACC) of Detroit, March 26th, please remind yourself of where the chiplets for automotive status was :…

www.linkedin.com

Enjoy

 

[McHale]

It’s all Greek to me.

Apart from Sparta that is.

 

[McHale]

I know we get very little by way of ASX Ann"s, but to read BRN stating things like " WE ARE EMBEDDING OUR IP IN EVERYTHING, EVERYWHERE " gives me alot of reassurance that there is plenty going on that we haven"t fully been made aware of yet. View attachment 59591

Show me the money asap. Thanks

 

[Iseki]

Over on the crapper there is sheer, unadulterated panic and wet pants over the new NVIDIA release.
Meanwhile back a the Ranch a reminder of one of Sean's presentations from last year.
Sean basically almost trashed NVIDIA as a true AI at the Edge provider. His words NVIDIA does not come close to BRN in power and is not really suited to the Cloud.
The view is basically that if its via the cloud its not true AI at the Edge.
For the presentation Google BrainChip OTCQX: BCHPY|ASX:BRN investor presentation november 2023
Start from Circa 21.30 min mark where Sean talks about Competition and comparison.
In another presentation Sean said that BRN complements Cloud providers (complement each other) rather than compete.
I guess its because NVIDIA and other cloud providers make their revenue from traditional IT and traditional AI functions. True AI at the Edge 'all on chip' like BRN is a new ball game or segment of the Industry. Some will be suited to the Cloud others to the Edge on chip.
The huge future growth however is in the AKIDA no trip to the Cloud process, ie AKIDA.

NVIDIA doesn't work with anybody else, at least they havent in the past. If there is money in AI at the edge they will go after it. We are not the only AI at the edge company and NVIDIA can repurpose any old chip and incorporate their own NNP and call it an AI chip for the edge.

We have something different ie SNN. which is often a much better solution.

Will the customers know the difference? Will NVIDIA fight fair? Will NVIDIA feel like they should offer to license someone else's IP in ther chip? It looks like No for all of these.

This is why I think the race is on to get our chips out there, so develpers can see the beautiful things they can do with our brilliant design.

 

[chapman89]

For those that need to hear this, there was a recent article by EE Times yesterday-

https://www.eetimes.com/edge-impulse-brings-nvidias-tao-toolkit-to-tinyml-hardware/

Nvidia said: ....Beyond that, in smartphones and IoT devices: “We will not participate in that market,” he said. “Our strategy is to play in autonomous machines, where there’s multiple sensors and sensor fusion, and that’s a strategic choice we made. The tens or hundreds of companies developing products from mobile to IoT, you could say they are competitors, but it’s overall speeding up the adoption of AI, which is good. .... “A rising tide lifts all boats,” he said. “There’s a gain for Nvidia because…IoT devices go will go into billions if not tens of billions of units annually. Jetson is not targeting that market. As AI adoption grows
at the edge, we want to monetize it on the data center side. If somebody’s going to use our GPUs in the cloud to train their AI, we have monetized that.”

This is a clear statement of strategic intent on the part of Nvidia, and good news for BRN. Jetson is not in competition with Akida.

Also, let’s not forget the indirect way that Brainchip will be part of the Nvidia ecosystem through Nvidia TAO.

As Rob Telson said regarding the slide below-

1. At this point in Zach’s presentation he was highlighting the relationship between Edge Impulse and Nvidia.
2. Introducing Nvidia design environment will now be supported on the Edge Impulse platform (This is a huge move)
3. The companies represented on the slide are Edge Impulse partners and will now be able to work with the Nvidia environment using Edge Impulse as a deployment tool. (Customer uses Nvidia model, takes the model to Edge Impulse and now can deploy that model on one of Edge Impulse partner platforms, including BrainChip).
4. Arm and BrainChip are the two companies that are IP providers
5. This is really good news for BrainChip because a majority of all AI applications are run on Nvidia silicon. Once companies start to push the limits with their current Nvidia solution (need to lower power consumption, need for more efficient performance) they will want to consolidate more technology into their next generation silicon. This is what we want! Once they consolidate they need AI as IP (Nvidia doesn’t offer IP). So now this company has an Nvidia based model and they need it to work with an AI accelerator which is IP so they can design it into their silicon (this means Arm, BrainChip, a few others for IP). Only Arm and BrainChip will support the deployment of an Nvidia model through our partnership with Edge Impulse. Now we take that model, demonstrate lower power and better efficiency than an Arm offering and we are in a good position to win.
6. Hopefully this makes sense.

 

[RobjHunt]

Now waiting for Dicklebros "Why has BrainChip shares rocketed 17% today"

 

[RobjHunt]

Anybody knows something the reason why it shoot up today?

You can't be serious?? The same reason it shoot up all the other times. But Dicklebro will tell us all that BrainChip is not one of the 5 shares that he/they will suggest

 

[Smoothsailing]

For those that need to hear this, there was a recent article by EE Times yesterday-

https://www.eetimes.com/edge-impulse-brings-nvidias-tao-toolkit-to-tinyml-hardware/

Nvidia said: ....Beyond that, in smartphones and IoT devices: “We will not participate in that market,” he said. “Our strategy is to play in autonomous machines, where there’s multiple sensors and sensor fusion, and that’s a strategic choice we made. The tens or hundreds of companies developing products from mobile to IoT, you could say they are competitors, but it’s overall speeding up the adoption of AI, which is good. .... “A rising tide lifts all boats,” he said. “There’s a gain for Nvidia because…IoT devices go will go into billions if not tens of billions of units annually. Jetson is not targeting that market. As AI adoption grows
at the edge, we want to monetize it on the data center side. If somebody’s going to use our GPUs in the cloud to train their AI, we have monetized that.”

This is a clear statement of strategic intent on the part of Nvidia, and good news for BRN. Jetson is not in competition with Akida.

Also, let’s not forget the indirect way that Brainchip will be part of the Nvidia ecosystem through Nvidia TAO.

As Rob Telson said regarding the slide below-

1. At this point in Zach’s presentation he was highlighting the relationship between Edge Impulse and Nvidia.
2. Introducing Nvidia design environment will now be supported on the Edge Impulse platform (This is a huge move)
3. The companies represented on the slide are Edge Impulse partners and will now be able to work with the Nvidia environment using Edge Impulse as a deployment tool. (Customer uses Nvidia model, takes the model to Edge Impulse and now can deploy that model on one of Edge Impulse partner platforms, including BrainChip).
4. Arm and BrainChip are the two companies that are IP providers
5. This is really good news for BrainChip because a majority of all AI applications are run on Nvidia silicon. Once companies start to push the limits with their current Nvidia solution (need to lower power consumption, need for more efficient performance) they will want to consolidate more technology into their next generation silicon. This is what we want! Once they consolidate they need AI as IP (Nvidia doesn’t offer IP). So now this company has an Nvidia based model and they need it to work with an AI accelerator which is IP so they can design it into their silicon (this means Arm, BrainChip, a few others for IP). Only Arm and BrainChip will support the deployment of an Nvidia model through our partnership with Edge Impulse. Now we take that model, demonstrate lower power and better efficiency than an Arm offering and we are in a good position to win.
6. Hopefully this makes sense.

View attachment 59616

Brilliant Go Brainchip

 

[manny100]

NVIDIA doesn't work with anybody else, at least they havent in the past. If there is money in AI at the edge they will go after it. We are not the only AI at the edge company and NVIDIA can repurpose any old chip and incorporate their own NNP and call it an AI chip for the edge.

We have something different ie SNN. which is often a much better solution.

Will the customers know the difference? Will NVIDIA fight fair? Will NVIDIA feel like they should offer to license someone else's IP in ther chip? It looks like No for all of these.

This is why I think the race is on to get our chips out there, so develpers can see the beautiful things they can do with our brilliant design.

NVIDIA and ither cloud providers operate their version of AI at the Edge via the Cloud which is really 2nd rate. True AI at the Edge is Neuromorphic based. At the moment BRN is the only commercial provider.
Check the presentation out. Sean has a couple of slides and verbal explanations.
Sean pretty much trashes NVIDIA as a true AI at the Edge provider.
Cloud provides traditional AI services extremely well - At the moment that is pretty much where almost all the business is. True AI at the Edge is real time on the chip. There is a lot of confusion about this.
Real time AI at the Edge is expected to grow exponentially.

 

[Pom down under]

Now waiting for Dicklebros "Why has BrainChip shares rocketed 17% today"

 

[Iseki]

NVIDIA and ither cloud providers operate their version of AI at the Edge via the Cloud which is really 2nd rate. True AI at the Edge is Neuromorphic based. At the moment BRN is the only commercial provider.
Check the presentation out. Sean has a couple of slides and verbal explanations.
Sean pretty much trashes NVIDIA as a true AI at the Edge provider.
Cloud provides traditional AI services extremely well - At the moment that is pretty much where almost all the business is. True AI at the Edge is real time on the chip. There is a lot of confusion about this.
Real time AI at the Edge is expected to grow exponentially.

And the reason we don't manufacture an Akida2 chip ourselves is because we made the decision 4 years ago to be IP only and the reason we're sticking with it is because.....

 

[CHIPS]

I know we get very little by way of ASX Ann"s, but to read BRN stating things like " WE ARE EMBEDDING OUR IP IN EVERYTHING, EVERYWHERE " gives me alot of reassurance that there is plenty going on that we haven"t fully been made aware of yet. View attachment 59591

This sounds very promising to me.