Rise from the ashes
Regular
Just for interest
You'd have to think there's a mighty good chance we are involved here.
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Just for interest
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We achieved record royalties in Q2!
Our investment across all lines of business is continuing to pay off, with impressive growth in automotive and IoT in particular.
With an incredible 7.5 billion Arm-based chips shipped by our partners in Q2 alone and more than 240 billion to date, we're proud to be working with our vast industry ecosystem to build the future #onArm.
Thank you to everyone that's helped us reach these new heights. With adoption of our technology continuing across all of the markets we serve, Arm technology is set to define the future of computing:
Hi stockduck,
This is what BRN said about the US equivalent:
US 11,468,299 “An Improved Spiking Neural Network,” protects the learning function of BrainChip’s digital neuron circuit implemented on a neuromorphic integrated circuit.
https://brainchip.com/brainchip-for...portfolio-with-new-awards-and-ip-acquisition/
The Australian patent:
AU2021254524B2 AN IMPROVED SPIKING NEURAL NETWORK
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an improved spiking neural network (SNN) configured to learn and perform unsupervised extraction of features from an input stream.
the neuromorphic integrated circuit can be reprogrammed for many different tasks using a user defined configuration file. For example, the connections between layers and neural processors in the neuromorphic integrated circuit can be reprogrammed using a user defined configuration file.
Maybe their is a company who imediately need professionals with those skills to run up a company with a groundbreaking invention.....Ostrich farm?
The startup's chips come in a variety of form factors, including a stand-alone processor as well as an M.2 PCIe card and a standard PCIe card. A year ago, the upstart said its MP10304 PCIe card, powered by four M1076 AMP chips, was capable of delivering up to 100 trillion operations per second of AI performance while only using less 25 watts of power.
Mythic turned to analog chips — used for computers decades ago before digital circuits become all the rage — in trying to figure out how to bring processing elements as close as possible to the memory, a challenge many chip designers are trying to solve to improve performance and efficiency.
By using analog chips instead of digital chips, Mythic was able to take the concept of "compute-in-memory to an extreme" and "compute directly inside the memory array itself," according to the company.
- Startups bag billions to fill gaps left by chip world giants
- AI caramba, those neural networks are power-hungry: Counting the environmental cost of artificial intelligence
- Intel takes on AMD and Nvidia with mad 'Max' chips for HPC
- Chipmakers are crippling products to evade US China ban
"This is possible by using the memory elements as tunable resistors, supplying the inputs as voltages, and collecting the outputs as currents," Mythic said on its website.
Garibay said Mythic proved its point at the AI Hardware Summit in September, where the company showed off analog chips that could run the YOLOv5 object detection algorithm on high-resolution video at 60 frames per second while only consuming 3.5 watts.
"I am extremely proud of what our team achieved in taking a concept that almost everyone else in the industry thought was impossible to implement and building it in to a real working silicon product," he said.
As of last year, Mythic had raised a total of $165.2 million from investors, which included Hewlett Packard Enterprise and New York investment giant BlackRock. ®
I wonder what the resale value of their patents will be?
https://worldwide.espacenet.com/patent/search?q=pa = "mythic inc"
Got to feel for them - they are feeling the cold early winds of recession. No doubt their engineers were just a dedicated as BrainChip's.
And here again from ARM:Well I'd like to see it develop so that Akida IP will be offered as an optional extra for all ARM chips - certainly those with AI/ML applications would need seriously consider the option.
https://www.arm.com/solutions/artificial-intelligence
AI is empowering change, driving innovation, and creating exciting new possibilities. Arm is forging a path to the future with solutions designed to support the rapid development of AI. Arm combines the hardware, software, tools, and strategic partners you need to accelerate development. We provide everything you need to deliver a new generation of ideas and products.
Scalable AI Solutions
Arm delivers performance, scalability and extended configurability to simplify the deployment of AI across all markets.
https://www.arm.com/solutions/artificial-intelligence/machine-learning
Machine Learning Made Faster, More Efficient
A key subset or application of AI is Machine Learning. Most machine learning today is processed on Arm CPUs, and we continuously release new efficiency and power improvements that allow ML models to run on even the smallest endpoint devices and sensors. Arm machine learning solutions combine hardware IP, software, and an AI development framework to guide designers in building the next generation of innovative, portable AI applications for the cloud, edge, and endpoint.
ARM has dedicated neural processing units:
Ethos-NPU
https://www.arm.com/product-filter?families=ethos npus&showall=true
Ethos-U65
Powering innovation in a new world of AI devices at the edge and endpoint
... but it doesn't have SNNs.
- Delivers 1.0 TOP/s ML performance in about 0.6 mm2
- Partner configurable from 256 to 512 8-bit MACs
- Unified toolchain supports Cortex-M and Cortex-A based systems
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If posted before sorry.. are we in it looks like we are >...
If posted before sorry.. are we in it looks like we are >...
I was going to post the short video Rob Telson did of him sticking things in his fan and showing how AKIDA would say I told you not to do that you idiot. When your father gets home there will be hell to pay.Rob Telson is a big FAN of fans.
My opinion only DYOR
FF
AKIDA BALLISTA
Great post @BienSuerteThanks again to @Falling Knife for this link .... A short impressive video from ARM
The statement at the end is so exciting ..... "We changed the world once" ... "Now we have the chance to change it again"
I wonder why they have announced that they have a chance to "change the world again"?
Because ...... They know how Unique and revolutionary BRN and Akida is and have welcomed us with OPEN ARMS
Brainchip Revolutionising Neuromorphic Ai
https://www.arm.com/company/on-arm
Megachips only posted a few slides on what they are up to, JUST A FEWOnce again a summary of information, I believe to be important, that has transpired on this discussion thread.
For new investors, 1000 eyes that may have missed it or those that are time poor and haven’t read all posts I have layed it out here for convenience.
Megachips is a BRN IP license holder.
They have paid for the Akida IP and can offer this IP to their customers for use in their products.
Megachips offered a presentation this week to their shareholders.
Here is the full presentation
https://pdf.irpocket.com/C6875/aG1f/lbpj/UtUa.pdf
from which 2 slides related to BRN are pasted below
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Megachips have many customers, all can access BRN IP through the Chips, tools and software Megachips offers them.
Slide 2 above depict Megachips belief in relation to their projected growth leading into 2025.
It makes perfect sense that BRN royalties will align with the ‘Direction of growth’ Megachips have outlined for themselves.
This also ties in with the BRN financial reports the CEO has told us to look out for.
During this ‘Business launch’ phase Megachips outlines, there is little cash generation, BRN is beginning commercialisation and BRN get lumpy licensing fees appearing in the 4C.
When ‘Volume production’ occurs, BRN will receive the more steady and exponentially growing royalty stream from the Megachip customer relations.
ARM is a BRN partner
ARMs podcast today gives some more insight into potential future growth.
ARM has been operating for 30 years, there engagement speeds up the process for companies wishing to bring a product to the IoT market whilst ensuring they meet the required standards.
ARM sold 230 billion chips since inception
Imagine for a minute, if you will, knowing that AKIDA is unique and the global Standard for edge AI or will be soon according to the CEO, that AKIDA is added to only one quarter of the ARM chips sold.
Add to that imagination that the royalty paid to BRN is a mere 20c per chip. That my dear chippers will mean BRN could have collected a measly 11.5 billion from ARM customer base alone, over the last 30 years.
If we use ARMs last quarter (7.4billion chips) lets round to 28 billion per year, with the above numbers in use, (i.e 25% of the total chips produced use Akida and a 20c royalty for each), BRN get paid 1.4 billion in royalties per year from ARM customers alone.
What we don’t know is:
Will the royalty be a fixed price, if so how much per item or
Will the royalty be a % price of the item sold.
The 20c per item selected for the above calcs is a VERY small number.
Here is what ARM do
https://www.arm.com/company/on-arm
Who is using ARM ecosystems according to the podcast today?
https://youtu.be/SJ6SnD7ZOwc?t=545
Silicone partners, Cloud service providers (Amazon and Oracle)
Software Tool providers (GitHub and GitLab) to name a few
Why would ARM customers use BRN IP in their chips?
Kevin Ryan: said this about the partnership:
Our partnership solves some very specific use cases we see in the IoT market.
It gives the ecosystem the ability to scale.
He encourages customers to go to the ARM catalogue to learn about partners and solutions for their needs.
Chippers have already seen this but it does highlight the ubiquitous nature of our tech.
Go here to check out partners in the ARM catalogue, count the number of ‘Use Cases’ in which Brainchip is offered as a suitable partner to work on a solution.
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An easier way of making this comparison is; from the same location enter Brainchip in the search field and all use cases, products and Industry and tech that BRN is offered as suggested support in will appear. Compare this to the list when the search field is blank and you will see BRN is ubiquitously offered J
I have added Brainchip as a search parameter here for you
Im not doing this justice so you will need to investigate for yourself.
But in summary, just like Megachips the relationship BRN has with ARM is not fully recognised
I have outlined ideas generated from 2 of the BRN partners. All the others will have the same timelines for growth and exponential projections due to this being a disruptive tech.
All partners are faced with the same timeline and projections i.e Akida IP has been available for a short period of time, being so new, the partners customers have only recently had access to tools and programs to test and implement Akida IP in their products.
Sale of those newly tweaked products is just around the corner. Royalties follow soon after.
The CEO said watch the financials for this uptick in cash received to give an indication of growth.
Once the royalties flow they will be more stable and I dare say higher year on year for some time and BRNs original image depicting sales seems very similar to Megachips projections, only difference is that BRN have multiple partners workign on adding to the cash flow graphic.
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Thanks for each of the chippers that contributed to peices of this post.