BRN Discussion Ongoing

[Diogenese]

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

 

[Cardpro]

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)!

 

[Fullmoonfever]

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 - ExecutiveBiz

Executive Spotlight with Kathleen Robinson of Intel

blog.executivebiz.com

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

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

https://www.linkedin.com/in/kathleen-robinson-8a23b618/

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.

 

[alwaysgreen]

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).

 

[Slade]

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.

 

[TheUnfairAdvantage]

All I can say to The naysayers- thank you @TheFunkMachine.

Let there be Intel. And there was Intel.

 

[Bravo]

This just in 3 hours ago. Keysight also joins Intel IFS ecosystem to deliver advanced design and validation solutions.

Keysight Joins Intel Foundry Services Accelerator EDA Alliance Program

Keysight Joins Intel Foundry Services Accelerator EDA Alliance Program

www.thefastmode.com

 

[Deadpool]

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.

 

[charles2]

Face it the short sellers will have something disquieting to consider from this point forward. Even they know who Intel is. And can the US market become the leader instead of just following the ASX reaction. Unlikely but....?? The shorts lost their discipline with the Mercedes announcement....let's see what they have learned.

However over the too many years I have learned never to underestimate the shorts. They have mastered racketeering.

 

[supersonic001]

From the Intel Foundry Services (IFS) ecosystem alliance web page - soon to display the BrainChip logo

Semiconductor intellectual property (IP) cores are reusable blocks of logic that implement a major function. With the increasing complexity of system-on-chip (SoC) design, IP-based design has become the preferred path to achieve high performance designs and accelerate time-to-market.

Intel Foundry Services (IFS) has partnered with the industry-leading IP partners to form its IFS Accelerator - IP Alliance. Partners in this alliance collaborate with IFS to enable designers to access high-quality IPs, supporting their design needs and project schedule, while optimizing for performance, power, and area (PPA).

Building upon Intel’s advanced technology, the IP portfolios of IFS Accelerator include all the essential IP blocks needed for modern System-On-Chip (SoC), such as standard cell libraries, embedded memories, general purpose I/Os, analog IP, and interface IP.

View attachment 24079
View attachment 24076

there's a few beautiful family members here at the AI neuromorphic CLUB table !!

 

[Damo4]

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)!

jeez you love to flip flop don't you. Is the moon the limit or is the sky falling?

 

[Bravo]

A random thought back in April. He-he-he!

 

[equanimous]

I might have to go back to Intel for next upgrade. AMD how have you missed this opportunity

 

[alwaysgreen]

I might have to go back to Intel for next upgrade. AMD how have you missed this opportunity

They might be next

Akida ubiquitous.

 

[Fact Finder]

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 - ExecutiveBiz

Executive Spotlight with Kathleen Robinson of Intel

blog.executivebiz.com

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

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

https://www.linkedin.com/in/kathleen-robinson-8a23b618/

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.

Mr. Davies said this about Loihi 2:

“Loihi 2 hopes to expand this view even further, and from there—who knows? For his part, Davies expects neuromorphic computing to go the distance.

“The principles that we’re exploring are so basic that it’s hard to imagine that they won’t make their way into future computing systems,” Davies predicted. “Whether it’s a standalone chip that looks like Loihi, or it’s just some portion of a chip, or maybe so much progress has been made algorithmically that it looks very different from where we’re at today. We’ll see what the final form of that is.”

Is Neuromorphic Computing the Future of AI? A Look at Intel’s New Loihi 2 Chip

mobile.engineering.com

It is abundantly clear that Loihi 2 is not a destination it is a research chip and still a long way from entering the mass market via Intel Foundries.

Most definitely not coming to a foundry near you in 2023.

AKIDA IP is neuromorphic SNN computing in commercial form able to enter mass markets in 2023 or yesterday.

Perhaps Intel was influenced by the Chips Act to accelerate the ability to provide commercial ready neuromorphic SNN solutions to Brainchip and Intels US Department of Defence contractors:

“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.”

Whatever way we as shareholders cut this cake the news that Brainchip has expanded into the Intel ecosystem is clearly evidence of the unbelievable ability Brainchip has to have AKIDA IP and have world class pastry chefs turn up at the front door wanting to eat it too even though they have a kitchen full of cakes that have cost them as the WANCAs tell us 100s and 100s of millions of US dollars to bake.

My opinion and excitement only so DYOR
FF

AKIDA BALLISTA

 

[Newk R]

I am a tech minnow so forgive me if this is a silly question.
With all the cyber scamming and hacking going on around the world, does Akida have a role to play in this space?

 

[Fullmoonfever]

there's a few beautiful family members here at the AI neuromorphic CLUB table !!

Thought we should tidy it up a little.....that one annoying blank spot was just begging to be filled

 

[TopCat]

A random thought back in April. He-he-he!

View attachment 24111

Tomorrow at the risc-v summit, Sifive a will be presenting at a media only session discussing their Horse Creek development board. Wonder if they made the announcement today so they can talk about us?

Schedule 2024 | LF Events

Currently Sched.com is experiencing technical difficulties. Please refer to the digital signage onsite or use the mobile browser/app from your phone. View the RISC-V Summit schedule & directory.

events.linuxfoundation.org

 

[equanimous]

I am a tech minnow so forgive me if this is a silly question.
With all the cyber scamming and hacking going on around the world, does Akida have a role to play in this space?

Akida has cyber defence ballista technology

 

[FlipDollar]

I hope this will last for a while, but even if it doesn’t this has been a glooooorious day