BRN Discussion Ongoing

Nvidia also said Japan's Toyota Motor (7203.T) will use its Orin chips and automotive operating system to power advanced driver assistance in several models. It did not give details about the models. Toyota's shares were up 1.7% in late Tokyo trade.

Huang expects automotive hardware and software revenue of $5 billion in fiscal 2026, up from an expected $4 billion this year.

C’mon MB + Chipper !

Well Jensen has Thor, his all-in-one ADAS processor chip which implements sensor fusion, ie, all the sensor signals are pocessed on the one processor chip. Nvidia filed a bunch of patents in the middle of 2023 covering various features of Thor. I haven't studied them in detail, but from a quick squiz, none of the ones I've looked at seem to disclose a silicon NN - ie, they use software NNs.

That is entirely compatible with Mercedes SDV concept.

We also know that MB was keen to minimize component count.

"Thor is in production now." I don't know if that means it is installed in the MB CLA coming out in the near future. After all, it would have had to undergo extensive road testing and the date of the patents is recent on that scale. Jensen referred to the MB CLA, but I don't recall whether he said it would include Thor.

My guess is that Akida 2/TENNs simulation software is more efficient than Thor, so it's not entirely imposible that this year's CLA includes Akida2/TENNs simulation software, but it would put a strain on the SDV concept if future MB cars are to include Thor.

Putting the best spin on it, it is too soon for Thor to be in a production vehicle, and Akida2/TENNs is the most efficient NN software simulation.

Unfortunately, there is no Akida 2/TENNs silicon, so the SoC cannot be road tested yet. Of course this has nothing to do with the LDA situation ...

manny100 said:

Given our recent 2 client wins - Space and USAF and recent statements from Sean concerning more good news coming why would an arrangement for future cash to drive growth be bearish.
It actually sounds bullish.
Forget dilution worries. It's a US company and once listed over their they will join the buy back club.

Click to expand...

There won't be any "buyback" of shares.

Roughly 2 billion shares, is not "too much" for a technology Company like BrainChip.
And you know that, so not sure why you brought up the buyback thing..

As far as dilution goes, another 40 million shares, is inconsequential, when we already have almost 2 billion!

If the Company can't remain fully funded, until full financial success, then the shares will become valueless..

DingoBorat said:

There won't be any "buyback" of shares.

Roughly 2 billion shares, is not "too much" for a technology Company like BrainChip.
And you know that, so not sure why you brought up the buyback thing..

As far as dilution goes, another 40 million shares, is inconsequential, when we already have almost 2 billion!

If the Company can't remain fully funded, until full financial success, then the shares will become valueless..

Click to expand...

Yes, I agreed, look at Nvidia it has over 25,000,000,000(That's BILLION) shares
valued at the moment around $147 each share.

sb182 said:

Yes, I agreed, look at Nvidia it has over 25,000,000,000(That's BILLION) shares
valued at the moment around $147 each share.

Click to expand...

I've already come.to terms with the fact, that we will have 2 billion shares on issue, by the time we are really rocking and rolling (with employee share issues etc as well).

But I'm thinking the share price will be well over a US dollar by then (assuming IP deals yada yada).

Diogenese said:

Well Jensen has Thor, his all-in-one ADAS processor chip which implements sensor fusion, ie, all the sensor signals are pocessed on the one processor chip. Nvidia filed a bunch of patents in the middle of 2023 covering various features of Thor. I haven't studied them in detail, but from a quick squiz, none of the ones I've looked at seem to disclose a silicon NN - ie, they use software NNs.

That is entirely compatible with Mercedes SDV concept.

We also know that MB was keen to minimize component count.

"Thor is in production now." I don't know if that means it is installed in the MB CLA coming out in the near future. After all, it would have had to undergo extensive road testing and the date of the patents is recent on that scale. Jensen referred to the MB CLA, but I don't recall whether he said it would include Thor.

My guess is that Akida 2/TENNs simulation software is more efficient than Thor, so it's not entirely imposible that this year's CLA includes Akida2/TENNs simulation software, but it would put a strain on the SDV concept if future MB cars are to include Thor.

Putting the best spin on it, it is too soon for Thor to be in a production vehicle, and Akida2/TENNs is the most efficient NN software simulation.

Unfortunately, there is no Akida 2/TENNs silicon, so the SoC cannot be road tested yet. Of course this has nothing to do with the LDA situation ...

Click to expand...

According to ARM, Thor will be in vehicles "later this year".

"Arm Neoverse V3AE was launched in March 2024", so that's a pretty quick road test.


https://newsroom.arm.com/news/arm-neoverse-ae-nvidia-next-gen-automotive-technologies

NewsJanuary 7, 2025

Arm-based NVIDIA DRIVE AGX Thor Delivers New AI Capabilities for Next-generation Vehicles​

By Dipti Vachani, SVP and GM of the Automotive Line of Business, Arm

...
Slated to be available in production vehicles later this year and a key focus at this year’s CES, NVIDIA DRIVE AGX Thor™ is a centralized compute system built on the NVIDIA Blackwell architecture, and the first solution to use Arm Neoverse V3AE, our first ever Neoverse CPU enhanced for automotive applications. Combining NVIDIA’s AI expertise with the power and advanced capabilities of the Arm compute platform, NVIDIA DRIVE AGX Thor delivers the AI capabilities that next-generation consumer and commercial fleets demand, and the market is taking notice – many leading OEMs plan to adopt NVIDIA DRIVE AGX Thor to power the next generation of software-defined vehicles (SDVs).

Leveraging the power, efficiency and safety leadership of the Arm Neoverse V3AE, NVIDIA DRIVE AGX Thor enables generative AI applications for automotive including automated driving and parking, driver and passenger monitoring, and feature-rich cockpit capabilities all on a centralized safe and secure platform. As algorithms evolve from traditional convolutional neural networks (CNNs) towards transformers and generative AI, NVIDIA DRIVE AGX Thor enables fewer discrete stages of computation and delivers higher fidelity or faster response time for a given workload. When deployed in level 3 or higher autonomous driving use cases, a single Nvidia DRIVE AGX Thor will deliver the same functionality as multiple leading edge devices in vehicles today, leading to significant performance benefits for automakers.

Arm Neoverse V3AE was launched in March 2024 as part of a series of industry firsts, including introducing Armv9-based technologies to the automotive market for the first time. The industry can now take advantage of the AI, security and virtualization capabilities of the Armv9 architecture. These new technologies combined with a range of new virtual platforms from our ecosystem partners will help to accelerate automotive development cycles by up to two years.

Time and again, automakers and their supply chain partners have chosen Arm for our power-efficiency heritage, exceptional performance, and expertise in functional safety. In fact, 94% of global automakers use Arm technology in their newest vehicle models. Meanwhile, the top 15 automotive semiconductor suppliers in the world adopt Arm technologies in their silicon solutions.

By continuing our longstanding collaborations with companies like NVIDIA, we can deliver new levels of performance, efficiency and AI capabilities, making it easier for automakers to develop the next generation of cutting-edge SDVs.

From Brainchip: The Panacea

Let's see if this moves the needle

BrainChip Unveils Edge AI Box Partner Ecosystem for Gestures, Cybersecurity, Image Recognition, and Computer Vision​

Laguna Hills, Calif. – January 7th, 2025 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, brain-inspired AI, today announced an all-star lineup of partners developing revolutionary technology demonstrations and products with the Akida™ Edge AI Box, a compact, cost-effective appliance with AI/ML processing power for a wide variety of markets such as manufacturing, warehouse, retail, hospitals, energy, automotive, and aviation. The Akida Edge AI box is an embedded Linux solution with Ethernet, Bluetooth, and USB interfaces to provide a complete edge AI computing platform based on Brainchip’s Akida AKD1000 IC.

Brainchip developed the Akida Edge AI Box in partnership with VVDN Technologies, a premier electronics innovation and manufacturing company. VVDN produces the Brainchip Akida Edge AI Box Developer Kit and can develop custom versions of the product with OEMs for volume commercial applications. VVDN, based in Gurgaon, India and Fremont, Calif., offers worldwide service with eleven advanced R&D centers and offices in the U.S., Canada, Europe, Vietnam, South Korea, and Japan.

Companies that are delivering edge AI use case demonstrations and/or products executing on BrainChip’s Edge AI Box include:

Edge AI Model training and development with Edge Impulse, demonstrating how easy it is to build and deploy custom machine learning models directly on the Akida Edge AI box.

Gesture recognition by BeEmotion, an innovator at the intersection of AI and human behavior that provides cutting-edge solutions to enhance interaction, prevent accidents, and bring enjoyment to the everyday use of technology.

Climate change solutions to forecast and gain visibility into contributors to climate change such as emissions, developed by AI Labs, a pioneer in AI, robotic process automation, and software development.

Model evaluation to streamline the AI workflow from experts at DeGirum, a leader in AI innovation with comprehensive solutions that simplify and accelerate the adoption of AI at the edge.

Cybersecurity engineered by Quantum Ventura Inc., provider of advanced R&D to the federal government in fields such as machine learning, hyperspectral imaging, cybersecurity, computer vision, and synthetic aperture radar, is demonstrating their CyberNeuro-RT (CNRT) technology, an AI/ML-driven, highly-scalable, real-time network defense & threat intelligence tool.

Computer vision analysis by Vedya Labs, an AI accelerator in edge, embedded systems, Gen AI, SDKs/toolchains, and developer of AI models, applications, optimization, libraries, and more will be demonstrating video object detection models.

“The Akida Edge Box is a great platform for running AI in standalone edge environments where footprint, cost and efficiency is critical, while not compromising performance,” said Sean Hehir, BrainChip CEO. “We look forward to announcing more partners developing edge AI for their customers’ specific use cases and more importantly, we look forward to the ideas these companies will bring to life with the Akida Edge AI Box.”

The Akida Edge AI Box puts BrainChip’s event-based neural processing, which closely mimics the learning ability of the human brain, into energy-efficient, portable hardware, to deliver powerful AI computing performance that surpasses market standards for edge AI computing appliances. Dual Akida processors perform on-chip learning, independent of the cloud, for application security, reduced training overhead, and faster learning. The Akida Edge AI Box is so cost-effective it can be utilized in production applications: in every patient’s room to monitor their health and safety; in every store aisle to gauge shopping experience; in every car, truck, boat, or plane in the fleet to manage logistics.

BrainChip’s Akida is an event-based computing platform ideal for early detection, low-latency solutions without massive compute resources for robotics, drones, automotive and traditional sense-detect-classify-track solutions. BrainChip provides a range of software, hardware, and IP products for integration into existing and future designs, with a roadmap for customers to deploy multi-modal AI models at the edge.

Steven Brightfield likes it....

https://brainchip.com/brainchip-unv...curity-image-recognition-and-computer-vision/

Morning Chippers ,

Tid bit from CES , some fun gadgets...

Little video included.


Regards,
Esq.

DingoBorat said:

There won't be any "buyback" of shares.

Roughly 2 billion shares, is not "too much" for a technology Company like BrainChip.
And you know that, so not sure why you brought up the buyback thing..

As far as dilution goes, another 40 million shares, is inconsequential, when we already have almost 2 billion!

If the Company can't remain fully funded, until full financial success, then the shares will become valueless..

Click to expand...

Brought it up because posters on the crapper winge about dilution.
In the US its far more tax effective to buy back shares than pay dividends. This is because of lower capital gains taxes than income tax. Buy backs are a way of company life in the US.
We will be listed on the NASDAQ in due course and as a consequence we will build a large base of US holders.
NVIDIA has 25 billion shares on issue so our 2 billion is tiny in comparison.

manny100 said:

Brought it up because posters on the crapper winge about dilution.
In the US its far more tax effective to buy back shares than pay dividends. This is because of lower capital gains taxes than income tax. Buy backs are a way of company life in the US.
We will be listed on the NASDAQ in due course and as a consequence we will build a large base of US holders.
NVIDIA has 25 billion shares on issue so our 2 billion is tiny in comparison.

Click to expand...

If NVIDIA had only 2 billion shares on issue like BRN their SP would be around $US1680 per share.

DingoBorat said:

There won't be any "buyback" of shares.

Roughly 2 billion shares, is not "too much" for a technology Company like BrainChip.
And you know that, so not sure why you brought up the buyback thing..

As far as dilution goes, another 40 million shares, is inconsequential, when we already have almost 2 billion!

If the Company can't remain fully funded, until full financial success, then the shares will become valueless..

Click to expand...

As of 8 Jan 2025, Brainchip’s total shares = 1.806 billions.

An additional of 40 million shares just increases the total shares by 2.21%. Its a pretty good deal in my opinion for ensuring the company has enough fund on the table to negotiate IP deals with the top tiers!!!

Onwards and upwards from here!!!


All in my opinion! DYOR!
Good luck to all long term investors!

Who else is expecting one of our best green days for a good while....just got that feeling in the jinglese.......Happy Wednesday

Gidday All,

Well CES 2025 is up and running as you all know, some great bits and pieces surfacing on X. Check it out.

It appears that it's all hush hush with regards the taping out of AKIDA II...sorry, I tried.

Regarding yesterdays surprise announcement, from my view point it would appear that the Board is very happy with how Sean's
5 year business plan is playing out.

$20 Million AUD just recently, now another $20 Million AUD has been approved, that tells me, one of three things, as the Board
knows with whom we are exactly dealing with, they have approved an expansion to spearhead our commercial ambitions, or
some company we are engaged with has laid down some ground rules if we (Brainchip) want to cosy up to them and become a
genuine force (partner) at the "far edge" or has the Board decided that now is the right time to get AKIDA II + TENN's into the
fab at our own expense ?

I personally feel pretty comfortable with yesterdays news, because I trust our Board, I would even go as far as to say that, we have
a conservative Board, so this decision wouldn't have been made lightly, so soon after the last Cap. Raise in my opinion.

Regards.....Tech.

Was this already posted? Only shared on LinkedIn 4 hours ago.

https://brainchip.com/brainchip-unv...curity-image-recognition-and-computer-vision/