I sometimes wonder about the lack of importance given to the ARM Partnership by retail shareholders.
In the controversial German article posted by
@Sirod69 it states:
“Most recently, BrainChip shone by being accepted into global semiconductor giant ARM's AI Partner Program”
I am sure most here will recall as I do that MF and others questioned the importance or even the fact that it was actually real relying upon the FACT that it was a press release and not an ASX announcement.
These people and those on investment social media sites were further assisted in presenting this argument because ARM had not upgraded its website at the time of the press release.
We of course all here know that ARM has updated its website and promotes Brainchip as its partner across almost all of its use case categories.
We also know that ARM’s highest profile engineering design partners Edge Impulse has also partnered with Brainchip and that this partnership was also a press release not an ASX announcement.
What I found interesting with this press release was that MF and its band of brothers across social media basically ignored the Edge Impulse partnership.
I suspect that tactically this was done because they made the call that as the press release contained a quote from Edge Impulse suggesting it was not real it just would not fly and also Edge Impulse was and most likely is completely unknown amongst generalist retail investors.
So the best way to destroy the value of this press release to Brainchip investors was to suck all the air out of it by simply ignoring its existence.
What also stands out is that since the initial ARM attacks MF and cohorts have ignored anything Brainchip and ARM related because drawing attention to them would only increase Brainchip’s exposure to retail investors.
So coming back to the Brainchip ARM partnership from May, 2022 only four months ago this is what was said in the press release:
“BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power neuromorphic AI IP, announced today it has been accepted into the Arm® AI Partner Program, an ecosystem of hardware and software specialists enabling developers to deliver the next generation of AI solutions.
Arm’s extensive AI ecosystem simplifies AI deployment by providing best-in-class tools, algorithms, and applications to customers worldwide. The Arm AI partner program creates and nurtures strategic alliances that empower its ecosystem to drive innovation, provides technical support and resources, and helps partners reach developers and decision-makers within their target markets.
“To support the wealth of opportunities that AI can provide, from automation of industrial devices to improved user experience for consumers, developers need access to intelligence at the edge,” said Mohamed Awad, vice president of IoT and Embedded at Arm. “As part of the Arm AI Partner Program, BrainChip will further enable developers to meet the need for high-performance and ultra-low power edge AI inference, unlocking new opportunities for innovation.”
In joining the program, BrainChip in turn builds out its own ecosystem for the Akida™ silicon-proven IP, while assuring compatibility of BrainChip’s IP with Arm’s product families. Akida provides cost-effective, high-performance, power-efficient AI processing for edge AI devices – even those in locations where there is limited or no connectivity.
“It’s valuable for BrainChip to be part of Arm’s portfolio of partners as Arm is not only a leading provider of AI technologies, but an industry influencer,” said Jerome Nadel, BrainChip CMO. “Arm offers us another channel to give end users access to Akida, the world’s first commercial neuromorphic AI accelerator, and to foster the development of best-in-class AI products and applications.”
I doubt that any one here has not taken the time to Google ARM and read about Brainchip through ARM’s eyes but if there is then it is absolutely essential to do so as
ARM is a GLOBAL SEMICONDUCTOR GIANT and unlike some retail investors actually does in depth research into the companies and their technologies when they ask to enter its partnership program.
ARM has the people to deep dive into technology and it’s compatibility and value to ARM. ARM does not do this lightly as they have a global reputation to protect. They clearly only choose partners who will add value to the ARM Brand.
Personally I was excited by the press release because unlike some I was fully aware of ARM semiconductors global significance.
Why was this old technophobe aware well I take notice of global events as they might impact my investments whether they be oil, drug discoveries or revolutionary Ai IP.
What I knew about ARM was that it is such a significant player in the global semiconductor space that the USA, China, and the UK all opposed Nvidia taking it over.
Additionally giants of the technology world Google, Apple, Intel and Samsung all lobbied against Nvidia being allowed to take it over because of how deeply they were/are imbedded with ARM.
So as I said from day one I was excited by this development and in fact each time I open the Brainchip website and see ARM listed as a partner I get a little tingle in the hairs on the back of my neck which through advancing years have migrated down and across my aging frame.
In my mind this partnership clearly doubled the commercial value of Brainchip when combined with the Edge Impulse partnership and its 50,000 strong developer network.
Now I know what some of you are thinking that since January, 2022 we have had Mercedes Benz, SiFive, Prophesee, ISL, Intellisense, MosChip, Eastronics, ASU, Carnegie Mellon University, NVISO, SalesLink etc; surface and we have had disclosed in the Half Yearly that MegaChips has sold at least an additional 2 million dollars in AKIDA IP licences to unnamed customers* and this is all true but in my opinion ARM/Edge Impulse is the jewel in the Brainchip crown.
But of course this is just my opinion and others think nothing is happening and Brainchip has failed to meet retail shareholder expectations so DYOR
FF
AKIDA BALLISTA
* I have qualified the 2 million dollar amount as there is an argument to be made out as @DingoBorat did earlier this year that MegaChips had paid in 2021 about 1 million dollars of the projected 2 million dollars in licence fees in total by end of 2022 so if this is the case the additional licences sold could amount to around 3 million dollars.