Arm Ethos U85 and BrainChip Akida 2.0 comparisons

Doz

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Doz

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Edward is also all over Himax , another Arm Ethos licensee .

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Doz

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( Akida 2.0 / Pre Pico when Rene made the above claim )
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Doz

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Did they then name the client ?

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Is Tech working on commission ?

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Doz

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Slightly off topic , but it does explain why the boys above seemed to be celebrating a little early with a product using the Arm Ethos U55 NPU’s . Rather , are they telling us that we are in the Prophesee Gen X320 ?

FOMO anyone ?

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Doz

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A friendly reminder of the ARM / Brainchip / Antonio Viana and the consultancy agreement story .

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I wonder what everybody else thinks Antonio was using his unique skill set for , if it wasn’t ARM ?


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Doz

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Pitt Street Research / Marc and Sean talk about the Arm partnership ……

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Fast forward : Marc forgot to include any information about the Arm partnership, apart from the below .


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I wonder why Pitt Street analyst and Brainchip’s senior management overlooked the Arm partnership , especially when providing a company valuation , based upon due diligence in an apparent comprehensive report , paid for by Brainchip .


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Doz

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manny100

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Pitt Street Research / Marc and Sean talk about the Arm partnership ……

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Fast forward : Marc forgot to include any information about the Arm partnership, apart from the below .


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I wonder why Pitt Street analyst and Brainchip’s senior management overlooked the Arm partnership , especially when providing a company valuation , based upon due diligence in an apparent comprehensive report , paid for by Brainchip .


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Interesting comment by Marc in mid 2024. Brainchip has been working warmth a number of signed clients but disclosed only a handful, ehmg Renesas abd Megachips.
NDA's so more to be disclosed. My guess but likeky Autos.
 
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manny100

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A friendly reminder of the ARM / Brainchip / Antonio Viana and the consultancy agreement story .

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I wonder what everybody else thinks Antonio was using his unique skill set for , if it wasn’t ARM ?


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I am tipping we get another Pitt Street report prior to the AGM.
A great deal has happenned since the last report with both tech and client advances.
It is clear from my point of view that the Tony V consultancy role was to get ARM on board.
ARM joined our Partner program in May'22 and went on to integrate AKIDA likely GEN 2 in March'23.
Our experience tells us that it takes at least 2 years before non auto and non health adopters are ready to announce intended products containing AKIDA so we may see something come out this year from the ARM integration.
 
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