BRN Discussion Ongoing

buena suerte :-)

BOB Bank of Brainchip
A bit of fun for a Monday ;):cool::cool:;)

Fantastic news!!! GO BRN

Have a great week Chippers

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Damo4

Regular
I’ve always been ultra conservative and didn’t believe in the 3 year minimum lead. After today’s news, it’s really put me in my place.

Why would Intel agree to the use of our IP in their ecosystem, if their technology was even remotely close to advancing from a research chip to a commercial one? Simple answer and one that should be music to all holders’ ears.
Yeah this is something I'd always taken with a grain of salt until today.
It was obvious we we're first to market, but like most things I thought our lead would be eroded whilst sourcing partners and customers.

This is clearly not the case, and you have phrased it perfectly.
If Loihi 2 was just around the corner they would never do this.

It also opens the door to the idea of NDA's and EAP programs with Intel.
It takes a competitor and transforms them into a partner and this is amazing.
 
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BaconLover

Founding Member
I’ve always been ultra conservative and didn’t believe in the 3 year minimum lead. After today’s news, it’s really put me in my place.

Why would Intel agree to the use of our IP in their ecosystem, if their technology was even remotely close to advancing from a research chip to a commercial one? Simple answer and one that should be music to all holders’ ears.
That makes sense, now let's make some dollaz.
 
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Lex555

Regular
I’ve always been ultra conservative and didn’t believe in the 3 year minimum lead. After today’s news, it’s really put me in my place.

Why would Intel agree to the use of our IP in their ecosystem, if their technology was even remotely close to advancing from a research chip to a commercial one? Simple answer and one that should be music to all holders’ ears.
Good point D, and from this announcement we can say that BRN has been derisked due to less competition. Maybe Loihis research status was already news to the 1000 eyes but a lot of less informed investors and in the industry will piecing it together, maybe even a WANCA or two
 
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Damo4

Regular
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Not sure about anyone else's watchlist but BRN is my only green boi
 
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BRN number 1 in midcap advancers
 
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mcm

Regular
BRN number 1 in midcap advancers
Hopefully will finish in the seventies by close. Heartening to see no pull backs ... just a gradual consistent increase in the SP as today's momentous news encourages those who know to buy in or increase their holding ... because Intel's validation of Akida is huge.
 
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alwaysgreen

Top 20
Yeah baby

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rgupta

Regular
what anyone's theory for why Brainchip announced the partnership with Intel on a sunday?
I assume AFRL wants their product to be manufactured in US only.
So pressure was on Intel as well as brainchip to move in same direction.
I am guessing a takeover bid from Intel or someone else is around the corner now.
It clearly shows Intel is no where near brainchip on their research about SNNs.
 
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Hmmmm maybe the partnership was needed for department of defence to be sold shit and the relations intel has with them for “chips” (DoD)

Especially since Intel don’t really have a solution for that
 
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I assume AFRL wants their product to be manufactured in US only.
So pressure was on Intel as well as brainchip to move in same direction.
I am guessing a takeover bid from Intel or someone else is around the corner now.
It clearly shows Intel is no where near brainchip on their research about SNNs.
A takeover bid , hmmm what do you think a price would be at this stage
 

alwaysgreen

Top 20
I assume AFRL wants their product to be manufactured in US only.
So pressure was on Intel as well as brainchip to move in same direction.
I am guessing a takeover bid from Intel or someone else is around the corner now.
It clearly shows Intel is no where near brainchip on their research about SNNs.

Maybe Techs $10 takeover bid was on the money ;)

This is a very exciting day. Hopefully back up over $1 as a little Xmas gift to shareholders.
 
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Shadow59

Regular
Brainchip just on ABC news channel as one of the top movers.
 
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Will it mean Intel can have a better look at akida than they were able to do before. Can they try to steal some of akida and implement into loihi?
And the last part is it a sign that Intel is ready to purchase brainchip in a short time frame now?
Dealing with the first of your two questions.

If Intel used Intel Foundry Services to steal Brainchip AKIDA IP it would throw open the the doors for TSMC to capture all of Intel’s customers. It would destroy Intel’s plans to compete in the foundry space. Absolutely not going to happen.

Dealing with the second question no one knows what a stranger is going to do until they do it.

The only way to address this question is by asking Brainchip if it is interested in being taken over? The answer to this question is that it is not the strategic plan.

The plan is to build massive eco systems.

Continue to complete Peter van der Made’s vision of AGI.

Become a highly profitable IP seller.

When the time is right list on Nasdaq.

As the former CEO Mr. Dinardo said as for takeovers “if they want to write a cheque we’ll take a look at it.”

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Diogenese

Top 20
Brand recognition.

Everyone in Australia knows Intel.

Everyone in Australia knows Mercedes.

No one in Australia (TSX aside) knows Renesas.

There is an announcement re Renesas which carries the very real implication of royalty income in 9 months give or take, and the share price goes down.

There is an announcement re Intel which foreshadows the possibility of royalty revenue in a couple of years, and the share price reacts favourably.

Of course the Intel announcement does raise the very real prospect of licence fees in the near term.

We did get a big sugar hit from Mercedes a year ago, but the blood glucose barely wobbled on the initial Renesas news 2 years ago.

This year, we've had good news from several unknowns (as far as retail investors are concerned) - (nViso, Prophesee, SiFive, ISL), and the odd known (ARM) all endorsing Akida in glowing terms, and now Intel. The "unknowns" are themsevles startups with groundbreaking AI technology. The likes of Prophesee* (Sony, WSU (NASA), Xperi (in-cabin eye-tracking), SynSense** (20211015), terranet (ADAS software), DynapCNN***) and SiFive (IFS, MS Azure, Synopsys, Siemens, Amazon ...)

That's an average of 1 major endorsement every 2 months this year, so I'd say Sean has fulfilled his promise of a flood of news this year.

Each of these contacts have additional contacts and this will help to weave our web of enchantment.

* https://www.prophesee.ai/prophesee-inventors-community/

**This article about SynSense and Prophesee predates Prophesee's glowing endorsement of Akida this year, where they had found all previous NNs inadequate to fully utilize Prophesee's capabilities.

https://www.prophesee.ai/2021/10/15/synsense-prophesee-neuromorphic-processing-and-sensing/

Oct 15, 2021 – SynSense and Prophesee, two leading neuromorphic technology companies, today announced a partnership that will see the two companies leverage their respective expertise in sensing and processing to develop ultra-low-power solutions for implementing intelligence on the edge for event-based vision applications.
The partnership combines in one single chip SynSense’s low-power vision SNN processor DYNAP-CNN® with Prophesee’s event-based Metavision® sensors, and is focused on developing a line of cost-efficient modules that can be manufactured at high volume.

*** Ditto for DynapCNN
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Cardpro

Regular
We've finished all the ground works, couple of more contracts & deals and the sky will be the limit (or no limit as we may literally fly to the moon)!
 
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As we know, we've already been working with some DOD entities via 3rd parties but would think the inclusion to the IFS would now or in the future, provide some additional support & direct lines in with a major player like Intel.

Recent article as below re Intels DIB.



Executive Spotlight: Kathleen Robinson, General Manager of Federal System Integrators, Defense Industrial Base Partners at Intel​

by mm Charles Lyons-BurtDecember 7, 2022, 11:59 am

Executive Spotlight: Kathleen Robinson, General Manager of Federal System Integrators, Defense Industrial Base Partners at Intel - top government contractors - best government contracting event


Kathleen Robinson is a general manager and sales director for Intel’s business with federal system integrators and the defense industrial base. She spoke with ExecutiveBiz about the strategic importance of Intel’s partner programs, the recently passed CHIPS Act, and the five “superpowers” of opportunity in our latest Executive Spotlight interview.
You can read the full interview with Kathleen Robinson below.

You lead a team that serves the defense industrial base and system integrators. How important are Intel’s partners in your work?

Our Defense Industrial Base, or DIB, team has a partner-first sales motion. We foster and lead that partner-first approach for Intel Public Sector. Intel’s integration partners are our “route to market” for our DIB team in the federal and public sector.

It’s a privilege and an honor to collaborate with the DIB partners and system integrators serving federal agency missions. I was reminded of this fact over the recent Veterans Day holiday, when we recognize the nation’s veterans as well as the men and women on our own Intel Public Sector team who have served. Our goal to champion the warfighter is always at the forefront of our initiatives.

DIB partners are important because they bring an extraordinary amount of innovation. We stay competitive collectively by providing very early access to emerging technology, supporting new workloads, and focusing on what matters most to our customers. It’s inspiring to me to be part of this team of accomplished global account executives managing our DIB partners.

How are you working with Intel’s partners to help the DIB and system integrators execute their mission?

We’re building consistent go-to-market activities with our DIB partners through technology designed and built with Intel chips. We’re also providing early access to custom foundry services. This is our Integrated Device Manufacturer 2.0 framework.

IDM 2.0 involves building most of our products in Intel factories, expanding our use of external foundries, and offering Intel Foundry Services, or IFS. IFS will serve the exploding global demand for chips for fabless companies offering world-class process technology, advanced packages, and a broad intellectual-property portfolio – with our DIB partners early in line.

We provide hardware and software tech enablement though early access to product development kits, fabrication, packaging, and testing, plus access to Intel subject-matter experts supporting the platform designs.
We relish this bi-directional communication with our DIB partners.

For example, we’re building momentum with Intel product frameworks to address the software shift to the left of silicon technology. This will help our partners shorten development cycles. We’re supporting proofs of concept motions to drive a data-value model — what we call “dFlow” along with tools such as oneAPI for open source programming — to better enable the data, systems, and tools that support our nation’s military, national security, healthcare, and citizen services.

Intel has talked about five “superpowers” of opportunity, including ubiquitous compute, pervasive connectivity, edge to cloud, AI, and sensing. How do these guide your team’s work with partners and customers?

These superpowers are the foundation of the fourth industrial revolution, and Industry 4.0 is prevalent in how we guide and participate in the public sector ecosystem. Our DIB partners are leveraging the superpowers to meet needs for computing power across military platform designs, edge and comms devices, and low-code/no-code applications. These capabilities will bridge access to data in milliseconds to support the warfighter.

We’re also working with our DIB partners to foster innovation brewing within Intel Labs and the emerging growth companies of the Intel Capital portfolio. These innovations include quantum computing, neuromorphic computing, photonics, deepfake detectors, and a lot more.

We predict that every human will have the potential to have one petaflop of computing power and one petabyte of data less than one millisecond away. The possibilities are endless in terms of what our DIB partners can provide with that volume and velocity of data.
But while technology is a powerful tool, it’s our trusted relationships with partners and customers that bring solutions across the finish line. Building one-on-one people relationships and mapping our partners’ strategic direction to the superpowers — that’s been the most awesome role I’ve ever driven in the IT industry.

The CHIPS Act created an opportunity for Intel’s domestic manufacturing efforts. What projects did it launch for the DIB and systems integrator market team?

The CHIPS Act shone a spotlight on U.S. manufacturing fabrications and the need for action plans to address geopolitical and global economic trends. We’ve been working diligently for this idea of a geographically balanced, more resilient supply chain in the U.S. The CHIPS Act is launching a whole new era in silicon packaging.

We have several initiatives in play to take advantage of a national network of onshore prototyping and lab-to-fab transition in semiconductor technologies for DoD-unique applications. We’re also following the R&D budget allotment and new appropriations to work closely with our DIB partners to fund collaborative research and help grow top- and bottom-line revenue.

The CHIPS initiatives are incredibly important, because as new technologies emerge, we can rapidly prototype, test, and accelerate them into the marketplace and defense industrial base. In the context of our DIB partner program, this will drive what we call Rev Max – maximizing our partnerships, maximizing our capabilities, and maximizing the benefits for the nation’s military strength, national and global security, healthcare advances, and citizen services.

This is only our first year igniting the DIB program, and we’re already making meaningful progress. We’re really looking forward to the impacts we’ll drive in 2023 and beyond.
 
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alwaysgreen

Top 20
How quickly sentiment can change.

Out of nowhere, our biggest competition just became our partner.

Hopefully this great piece of news has the shorters questioning their decision and they sell out in droves. Short squeeze!

After being very excited all day, it will only take a short squeeze tonight haha (sorry).
 
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Slade

Top 20
I want the Intel logo on our partner page. I want to drink beer and stare at it sitting alongside the ARM and SiFive logo’s.
 
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All I can say to The naysayers- thank you @TheFunkMachine.

Let there be Intel. And there was Intel.
 
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