Fullmoonfever
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A couple things found that were interesting but not necessarily that revealing but thought post anyway.
Though a little dated, Mar this year (only just found it), would have been nice to see the content & listen to Sean on this Management call.
Couldn't see any releases on the BRN website or any Ann's re the presso or call but maybe missed them or has been incorporated in bits of other pressos?
Curious as to some of the answers, expanded responses to the questions listed as saw some TSE posts around data centers & SiFive etc.
Also, the line about the call being just before NVDA's GTC conference was intriguing but could be nothing as well.
Also found the Tech Insights team are currently working on "BrainChip Akida AI Processor Digital Floorplan Analysis".
Probs one for our more Tech savvy holders to read through if becomes public.
Is in creation at the mo and they have previously published a couple of older reports.
Snips:
Bit further on data centers, have seen that IBM have just released their LinuxOne Emperor 4 which is running the Telum chip with an AI accelerator?
Reading some specs, no mention of SNN but RNN / CNN.
On the 4C thoughts, it should be quite telling for mine as although it has been mentioned about things that have happened in the prevailing 9 months the half yearly figures said MegaChips was primary revenue obviously however, a chunk would be one off licencing fees so won't be recurring in these upcoming figures (unless new licences issued) so will be good to see how much more traction has been gained removing the one offs.
Though a little dated, Mar this year (only just found it), would have been nice to see the content & listen to Sean on this Management call.
Couldn't see any releases on the BRN website or any Ann's re the presso or call but maybe missed them or has been incorporated in bits of other pressos?
Curious as to some of the answers, expanded responses to the questions listed as saw some TSE posts around data centers & SiFive etc.
Also, the line about the call being just before NVDA's GTC conference was intriguing but could be nothing as well.
About - Wedbush Securities
www.wedbush.com
Also found the Tech Insights team are currently working on "BrainChip Akida AI Processor Digital Floorplan Analysis".
Probs one for our more Tech savvy holders to read through if becomes public.
Is in creation at the mo and they have previously published a couple of older reports.
Snips:
Bit further on data centers, have seen that IBM have just released their LinuxOne Emperor 4 which is running the Telum chip with an AI accelerator?
Reading some specs, no mention of SNN but RNN / CNN.
IBM LinuxONE 4
IBM LinuxONE 4 is the latest iteration of IBM LinuxONE mainframes with on-chip AI inferencing and industry-first quantum-safe technologies.
www.ibm.com
On the 4C thoughts, it should be quite telling for mine as although it has been mentioned about things that have happened in the prevailing 9 months the half yearly figures said MegaChips was primary revenue obviously however, a chunk would be one off licencing fees so won't be recurring in these upcoming figures (unless new licences issued) so will be good to see how much more traction has been gained removing the one offs.