FJ-215
Regular
Hi @Diogenese,Hi Gazza,
Thanks for this. We've seen a couple of articles along this line, which allow me to maintain my illusion about software as a product.
As you may or may not know, I've been posting about the possibility of our EAPs using Akida simulation software, particularly after the emergence of Akida 2 + TeNNs more than 30 months ago, with Valeo and MB using software for signal processing. This sentence from the article again adds more grist to that rumor mill:
"The company has developed an Edge AI platform that combines innovative silicon IP, software, and machine learning."
To repeat myself, no potential user would commit to Akida 2 in silicon while the tech was in a state of flux. The use of software AI is not so problematic in ICEs as it is in EVs, but from what we've heard about TeNNs, the power and latency could be tolerated in EVs using TeNNs in software. Of course, the software would sensibly include the full Akida 2 simulation including TeNNs, or TeNNs could be used on its own. Software can be readily updated as new developments are implemented, whereas silicon is set in stone.
It's been several months since Anil announced the proposed tapeout of Akida 2, which suggests that the development had reached a satisfactory plateau of stability sufficient for the company to commit to silicon. The tapeout was subsequently "delegated" to a mysterious "other" - the rest is silence.
The SPP talks about developing a cloud-based FPGA demonstration setup, again, not a tapeout. This would be a cheaper way to obtain customer feedback than taping out and making a batch of "engineering sample" chips.
Presumably the mysterious "other" would want to be in on the results of the cloud feedback before going to silicon.
Does this mean that we need to wait for the cloud FPGA venture to provide meaningful results before the tapeout can be implemented? - sigh!
Does it follow that BRN will become a software provider, at least in the short term?
One question I would have for Sean, is, how do we provide yield numbers for Akida 2 without proving it out in silicon? Yes, we have AKD 1000/1500 from two different foundries but no commercial runs to speak of.
If I remember the ARM history correctly, they were on their 4th or 5th run of commercial chips before going down the IP route that BRN is trying to copy.