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Just FYI - Subscription only unfortunately.

9 March 2023

BrainChip’s second-gen neuromorphic silicon gunning for the big boys​


 
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Part 2 is out and it’s a ripper of a read.

I must say for my money and Brainchip has now got quite a bit of it the killer part is the Prophesee confirmation:

“According to the paper Learning to Detect Objects with a 1 Megapixel Event Camera, Gray.Retinanet is the latest state-of-the-art in event-camera based object detection. When working with the Prophesee Event Camera Road Scene Object Detection Dataset at a resolution of 1280×720, the Akida achieved 30% better precision while using 50X fewer parameters (0.576M compared to 32.8M with Gray.Retinanet) and 30X fewer operations (94B MACs/sec versus 2432B MACs/sec with Gray.Retinanet). The result was improved performance (including better learning and object detection) with a substantially smaller model (requiring less memory and less load on the system) and much greater efficiency (a lot less time and energy to compute.”

If you take these results together with the multiple statements by Luca Verre and throw in that Tim Llewellyn of Nviso stated that with Anil Mankar’s assistance they were able to optimise AKIDA to their specific needs then no doubt Anil Mankar and his team are optimising AKIDA for Prophesee’s needs the signing off on some form of commercial relationship must be a foregone conclusion.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Worrying about the SP every day must be truly exhausting for those who find it hard to handle the psychology of the 'red' days of recent times. It's only painful if you NEED to sell now or don't believe in Brainchip anymore. These SP fluctuations are surely going to seem trivial when Brainchip start closing deals (no matter whether these deals are announced or we see it via revenue in quarterlies). Getting excited for Brainchip's promising future seems a much wiser use of time, given the announcement on 6th March.

The company recently released a fantastic announcement that has strengthened and increased the lead of Brainchip's position in neuromorphic edge AI. Some of our partners are quoted, gushing about us. Brainchip has implemented new features in it's second generation Akida platform that customers asked for to meet their needs. Game changing new features. I don't know about you - but any major company I have ever worked for, does not spend massive $$$ to improve functionality on a whim, without being confident that said changes will secure deals.

Lead adopters are engaging with the second gen Akida NOW. We will be in a Renesas chip this year. How could anyone be anything except excited, is beyond me.

DYOR, all in my excited opinon.
Has any one noticed the change in messaging from partnering with companies and building an ecosystem to " Join our Essential AI Ecosystem" now we have a number of partners who are now quoted on the website in relation to our second generation technology.
 
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jtardif999

Regular
As some seem intent on finding comparisons to rate Brainchip's performance against on the ASX when there are absolutely none I will remind readers both here and in the background of what Steven Leibson of Tirias Research said in his Forbes Magazine article dated 6 March, 2023:

"Brainchip’s bio-inspired Akida platform is certainly an unusual way to tackle AI/ML applications. While most other NPU vendors are figuring out how many MACs they can fit – and power – on the head of a pin, Brainchip is taking an alternative approach that’s been proven by Mother Nature to work over many tens of millions of years.

In Tirias Research’s opinion, it’s not the path taken to the result that’s important, it’s the result that counts. If Brainchip’s Akida event-based platform succeeds, it won’t be the first time that a radical new silicon technology has swept the field. Consider DRAMs (dynamic random access memories), microprocessors, microcontrollers, and FPGAs (field programmable gate arrays), for example. When those devices first appeared, there were many who expressed doubts. No longer. It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations. Time will tell."


Edge Impulse described AKIDA technology as science fiction. A data scientist and Phd candidate described the first generation AKIDA 1000 as a "beast".

Against this background the WANCA's have continued to ask what's a neuromorphic chip anyway, well at least those who can say 'neuromorphic'.

"It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations." Mark these words as they are only directed at AKIDA 2000 not the overall mission which Brainchip has embarked upon of creating Artificial General Intelligence.

Brainchip, Peter van der Made and Anil Mankar are creating an entirely new computing paradigm well beyond anything that exists.

They are on track with the timetable set out by Peter van der Made and with each step are opening up engineering possibilities that have only existed in unfulfilled patents and dreams.

The first and second generation AKIDA technology will create industries that do not yet exist.

Peter van der Made has stated recently that his vision of Artificial General Intelligence will be fulfilled in about 7 years which puts it at 2030.

The enormity of what Artificial General Intelligence means is found in the quote of Bill Gates that the person who invents Artificial General Intelligence will have created a company worth ten times Microsoft. I am not saying that his valuation was or is correct what I am pointing you too is the significance he attaches to what Brainchip and Peter van der Made are pursuing.

The late Stephen Hawking and the still living Elon Musk have both stated that Artificial General Intelligence could lead to the destruction of mankind. There are of course many others who are saying and who have said the same thing.


Now in the overly optimistic hope that the above will be sufficient to shut down the mindless comparisons can anyone here point to a technology company on the ASX that could just by its mere existence lead to the destruction of mankind in seven years time.

Of course not this is why Brainchip is not understood by normal retail investors.

Why it is not understood by WANCA commentators who cannot even say neuromorphic.

Why it is extremely obvious that anyone who persists down this road of comparison either is ignorant of just what Brainchip is doing or has some other motive innocent or otherwise.

My opinion only DYOR
FF

AKIDA BALLISTA




We need.another category for appreciating FFs posts - maybe LOL+Fire 🤓
 
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As some seem intent on finding comparisons to rate Brainchip's performance against on the ASX when there are absolutely none I will remind readers both here and in the background of what Steven Leibson of Tirias Research said in his Forbes Magazine article dated 6 March, 2023:

"Brainchip’s bio-inspired Akida platform is certainly an unusual way to tackle AI/ML applications. While most other NPU vendors are figuring out how many MACs they can fit – and power – on the head of a pin, Brainchip is taking an alternative approach that’s been proven by Mother Nature to work over many tens of millions of years.

In Tirias Research’s opinion, it’s not the path taken to the result that’s important, it’s the result that counts. If Brainchip’s Akida event-based platform succeeds, it won’t be the first time that a radical new silicon technology has swept the field. Consider DRAMs (dynamic random access memories), microprocessors, microcontrollers, and FPGAs (field programmable gate arrays), for example. When those devices first appeared, there were many who expressed doubts. No longer. It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations. Time will tell."


Edge Impulse described AKIDA technology as science fiction. A data scientist and Phd candidate described the first generation AKIDA 1000 as a "beast".

Against this background the WANCA's have continued to ask what's a neuromorphic chip anyway, well at least those who can say 'neuromorphic'.

"It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations." Mark these words as they are only directed at AKIDA 2000 not the overall mission which Brainchip has embarked upon of creating Artificial General Intelligence.

Brainchip, Peter van der Made and Anil Mankar are creating an entirely new computing paradigm well beyond anything that exists.

They are on track with the timetable set out by Peter van der Made and with each step are opening up engineering possibilities that have only existed in unfulfilled patents and dreams.

The first and second generation AKIDA technology will create industries that do not yet exist.

Peter van der Made has stated recently that his vision of Artificial General Intelligence will be fulfilled in about 7 years which puts it at 2030.

The enormity of what Artificial General Intelligence means is found in the quote of Bill Gates that the person who invents Artificial General Intelligence will have created a company worth ten times Microsoft. I am not saying that his valuation was or is correct what I am pointing you too is the significance he attaches to what Brainchip and Peter van der Made are pursuing.

The late Stephen Hawking and the still living Elon Musk have both stated that Artificial General Intelligence could lead to the destruction of mankind. There are of course many others who are saying and who have said the same thing.


Now in the overly optimistic hope that the above will be sufficient to shut down the mindless comparisons can anyone here point to a technology company on the ASX that could just by its mere existence lead to the destruction of mankind in seven years time.

Of course not this is why Brainchip is not understood by normal retail investors.

Why it is not understood by WANCA commentators who cannot even say neuromorphic.

Why it is extremely obvious that anyone who persists down this road of comparison either is ignorant of just what Brainchip is doing or has some other motive innocent or otherwise.

My opinion only DYOR
FF

AKIDA BALLISTA




So good to have you back FF.
 
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Steve10

Regular
Excellent write up in part 2.

Appears Akida has limitless applications.

It's a no brainer for companies to make their devices smart at the edge for 20-30c BRN IP.

1.15 trillion chips per year.

1% = 11.5B chips pa x 25c = $2.875B.

New industry with limited players allows BRN with superior tech to gain large market share.

Edge processor market forecast to be worth AUD $53.1B by 2030.

Massive TAM. BRN has potential to become very big fast.

Overnight US markets sold off. There is an inverse correlation between US 10 year bond yield & SPX/NDX etc. Overlay SPX/NDX on US 10 year bond yield chart & the yield highs = SPX/NDX lows & vice versa.

The US 10 year bond yield RSI & yield peaked on 2nd March. Has started to roll over & MACD turned red today on daily chart for US 10 year bond yield. May have a few shaky days until CPI next Tuesday in USA. CPI should come down next month as they will be using same calculation method as last month which caused a higher reading for last month. This will result in 10 year bond yield going lower & markets going higher. If for some reason CPI comes in hot again the markets will be rattled. 10 year bond yield chart looks similar to 3rd October 2022 & 6th January 2023 which was just prior to the rally up by markets.
 
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BB.PNG

I really hope my buy order for my 6 shares goes through. But on the other hand I hope my sell order for 76 shares goes through also.
WTF. Nothing like having an early day smile:D.... hang on I think I might pull it!
 
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Pappagolla

Regular

View attachment 31748

“It’s impossible to list all the applications for which Akida could be used.”

Sound familiar?

C4610B01-EB84-4180-938A-92EEDFDCB29A.jpeg
 
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Steve10

Regular
“It’s impossible to list all the applications for which Akida could be used.”

Sound familiar?

View attachment 31753

That's who I was trying to remember when I mentioned limitless applications. Tensor.
 
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skutza

Regular
I don't know about you guys, but the media/articles/talk of the town on this new Akida 2.0 is really making me feel like a genius for having the foresight in loading up early. All I can see is ......... in my head and dreams!

 
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Quatrojos

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Tothemoon24

Top 20
Rings a bell , seems like some big power savings with this up coming product




REVIEWED

Here’s how to pre-order Ring’s newest video doorbell​

Rachel Murphy
Reviewed

The Ring Battery Doorbell Plus is available to pre-order starting Wednesday, March 8.

A new Ring doorbell is coming, and you can pre-order it starting today, March 8, for $179.99. The latest model, the Ring Battery Doorbell Plus, is one of Ring’s most impressive battery-operated video doorbells yet, with better battery life, 1536p resolution (the highest of any Ring battery doorbell yet), and a 1:1 aspect ratio offering a full head-to-toe view of who is your front door. It will ship starting on Wednesday, April 5.

Pre-order the Ring Battery Doorbell Plus on Amazon
Ring says the new Battery Doorbell Plus conserves the battery life when not in use. Energy-saving features like People Only Mode, Motion Zones, and Advanced Motion Detection are available on this doorbell and work to only tap into the battery power when events are detected.

Make smart choices without hours of googling.Subscribe to The Checklist newsletter for expert product advice and recommendations.
The new Ring doorbell claims to have three times the battery life of the first Ring Video Doorbell, however the battery life largely depends on usage (i.e. the number of events the camera captures).

It’s worth noting that the Battery Doorbell Plus supports hardwiring to any existing doorbell wires you may have, offering a trickle-like effect to keep the battery going.
Additionally, the new Ring doorbell comes with a removable and rechargeable battery that is accessible by triggering the quick-release button on the camera’s exterior.

►Mario Day 2023 is this week: Celebrate with Nintendo Switch deals at Amazon, Best Buy and more
►Verizon Unlimited: These data plans are going to cost more next month
Some video doorbells need to come down to recharge, so the removable battery is a plus, allowing you to give the appearance your video doorbell is still recording even if the battery is indoors on the charger.
If you don’t have existing doorbell wiring in place, one option is to purchase an additional removable battery to swap in when the internal battery dies.

The Ring Battery Plus works with Alexa, and she can announce when someone is at the door via an Echo speaker or show you a live view of who is there via an Echo Show smart display. The Battery Doorbell Plus supports package detection and alerts, as well as pre-recorded quick reply messages if you can't get to the door.

We’ve tested other Ring video doorbells that run on battery power, like the feature-filled Ring Video Doorbell 4 and the $100 Ring Video Doorbell (second-gen), both of which performed well and we recommend.
We’ll be checking out the Ring Battery Plus Video Doorbell to see how it stacks up against the rest of our top-rated video doorbells.
Pre-order
 
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Steve10

Regular
If BRN IP cost was $5-10 per chip & TAM was worth $1B or so it would be difficult to grow significantly & fast.

But at 20-30c per chip IP cost with 1.15T chips shipped every year this is a 100% no brainer to become big & fast.

Takes a few years for new products to be developed/launched then it will become a money printing machine collecting royalties for many years.
 
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View attachment 31750
I really hope my buy order for my 6 shares goes through. But on the other hand I hope my sell order for 76 shares goes through also.
WTF. Nothing like having an early day smile:D.... hang on I think I might pull it!
Think of how many Retail Food Group shares you could buy for $3.00 and all they need is for the outstanding investigation of the previous management to say it was all their fault and it will fly. Don’t put all your eggs in one basket is my advice. 😂🤣😂🪁🤣🪁🪁🪁🪁🪁
 
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Cardpro

Regular
As some seem intent on finding comparisons to rate Brainchip's performance against on the ASX when there are absolutely none I will remind readers both here and in the background of what Steven Leibson of Tirias Research said in his Forbes Magazine article dated 6 March, 2023:

"Brainchip’s bio-inspired Akida platform is certainly an unusual way to tackle AI/ML applications. While most other NPU vendors are figuring out how many MACs they can fit – and power – on the head of a pin, Brainchip is taking an alternative approach that’s been proven by Mother Nature to work over many tens of millions of years.

In Tirias Research’s opinion, it’s not the path taken to the result that’s important, it’s the result that counts. If Brainchip’s Akida event-based platform succeeds, it won’t be the first time that a radical new silicon technology has swept the field. Consider DRAMs (dynamic random access memories), microprocessors, microcontrollers, and FPGAs (field programmable gate arrays), for example. When those devices first appeared, there were many who expressed doubts. No longer. It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations. Time will tell."


Edge Impulse described AKIDA technology as science fiction. A data scientist and Phd candidate described the first generation AKIDA 1000 as a "beast".

Against this background the WANCA's have continued to ask what's a neuromorphic chip anyway, well at least those who can say 'neuromorphic'.

"It’s possible that Brainchip has developed yet another breakthrough that could rank with those previous innovations." Mark these words as they are only directed at AKIDA 2000 not the overall mission which Brainchip has embarked upon of creating Artificial General Intelligence.

Brainchip, Peter van der Made and Anil Mankar are creating an entirely new computing paradigm well beyond anything that exists.

They are on track with the timetable set out by Peter van der Made and with each step are opening up engineering possibilities that have only existed in unfulfilled patents and dreams.

The first and second generation AKIDA technology will create industries that do not yet exist.

Peter van der Made has stated recently that his vision of Artificial General Intelligence will be fulfilled in about 7 years which puts it at 2030.

The enormity of what Artificial General Intelligence means is found in the quote of Bill Gates that the person who invents Artificial General Intelligence will have created a company worth ten times Microsoft. I am not saying that his valuation was or is correct what I am pointing you too is the significance he attaches to what Brainchip and Peter van der Made are pursuing.

The late Stephen Hawking and the still living Elon Musk have both stated that Artificial General Intelligence could lead to the destruction of mankind. There are of course many others who are saying and who have said the same thing.


Now in the overly optimistic hope that the above will be sufficient to shut down the mindless comparisons can anyone here point to a technology company on the ASX that could just by its mere existence lead to the destruction of mankind in seven years time.

Of course not this is why Brainchip is not understood by normal retail investors.

Why it is not understood by WANCA commentators who cannot even say neuromorphic.

Why it is extremely obvious that anyone who persists down this road of comparison either is ignorant of just what Brainchip is doing or has some other motive innocent or otherwise.

My opinion only DYOR
FF

AKIDA BALLISTA




We will be ARM / SiFive equivalent for NPU / Edge AI!!!
 
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Dozzaman1977

Regular
I dont think I've seen anything written about VDC research on this forum after one of their directors gave this glowing statement in the recent Akida Gen 2 press release


BrainChip has some exciting upcoming news and developments underway,” said Daniel Mandell, Director at VDC Research. “Their 2nd generation Akida platform provides direct support for the intelligence chip market, which is exploding. IoT market opportunities are driving rapid change in our global technology ecosystem, and BrainChip will help us get there.”
Daniel Mandell, Director, VDC Research




VDC Research is a B2B technology market intelligence and consulting firm, delivering in-depth insights and strategies to vendors, technology decision makers, and investors across the globe since 1971 (for over 50 years)

They Dramatically improve the performance of business through a range of services that identify transformative opportunities, solve persistent challenges, and enable you to execute at unprecedented scale and speed.


VDC is proud to be a trusted advisor to many of the world’s leading technology companies.
Including

Heward Packard
Qualcomm
Honeywell
Brother
Motorola
Dell
Blackberry
Arm
Samsung
Oracle
Zebra


Their continuous coverage of major technology markets offers clients expert insights and extensive data, enabling breakthrough strategies and superior business performance.

As Daniel Mandall stated quote.........
“Their 2nd generation Akida platform provides direct support for the intelligence chip market, which is exploding. IoT market opportunities are driving rapid change in our global technology ecosystem, and BrainChip
will help us get there.


Season 9 Fist Bump GIF by Curb Your Enthusiasm
 
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I think someone published something about Brainchip AKIDA and SiFive X280 Intelligence Series being closely entwined:​

“2023 a Breakout Year for RISC-V​

Article By : SiFive​

RISC-V_logo_hero.jpg

No longer just a tool for embedded, RISC-V has arrived, driven by innovation and adoption in the world's largest semiconductor manufacturers, global hyperscale data centers, and consumer device companies.
At SiFive, where we sit at the forefront of RISC-V, we see several interesting trends continuing to drive strong growth across the industry. Artificial intelligence (AI) and machine learning are becoming virtually ubiquitous, from the datacenter to consumer devices and the enterprise, requiring new architectures, data offload and management and low latency, all while carefully managing power consumption with the massive workloads.

In automotive, the fast growth of autonomous and electric vehicles (EVs) and the proliferation in chips in the vehicle from sensors, to safety, to drivetrain and entertainment, is also calling for new designs, flexibility and a support ecosystem that will be around for decades. In mobile and wearables, the capabilities of the devices is surpassing the quality of traditional cameras for instance with AI growing. And here, like elsewhere, footprint, power consumption, and performance have never been more critical.

All of these trends favor RISC-V with it’s superior compute density, flexibility, and high performance and growing ecosystem. RISC-V is now inevitable and, over the next few years, and you will see exciting advances as it moves from a mostly embedded application to critical functions in the highest performance chips, and the start-ups move to established companies with performance that in some cases already exceeds them. We believe the landscape will look very different over the next decade as RISC-V continues to grow. Already taught in the leading universities around the world, it is also being encouraged by governments in the United States, China, India, and Japan, among others, eager to help their domestic industries but also clearly seeing the benefits of the open architecture for the future of their products.

While there is considerable uncertainty in the macroeconomic environment, the chip shortages of 2021–2022 showed how the semiconductor industry is a part of every industry on the planet and companies from auto manufacturers to consumer companies to governments are investing to ensure their supply chains are able to withstand future impacts. Government investments like the Chips Act in the United States will serve to increase manufacturing capabilities and with more manufacturing and prototype capabilities, new innovations will flourish.

Take the AI Dataflow processor, for example, a RISC-V enabled chip that is being used in hyperscale datacenters to offload and manage critical AI data. This rearchitecting of the datacenter allows dramatically lowers latency and power consumption.

2023’s mantra might also be “power matters”. Across the board, we believe the industry is going to be talking a lot more about compute density, and the need for high performance processors that can also be built on a very small footprint and run at low power.

And this will be a breakout year for RISC-V. Companies are leveraging the RISC-V architecture and its proven high-performance and low-power usage across consumer devices like wearables, automotive, aerospace, and beyond. Last year, we saw announcements about the High Performance Space Compute project adopting RISC-V, and there is much more ahead. No longer just a tool for embedded, RISC-V has arrived driven by innovation and adoption in the world’s largest semiconductor manufacturers, global hyperscale data centers, and consumer device companies.”

It must be getting close to the point where I can say something positive without being called a fanboy or upramper.

My opinion only DYOR
FF

AKIDA BALLISTA
 
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I dont think I've seen anything written about VDC research on this forum after one of their directors gave this glowing statement in the recent Akida Gen 2 press release


BrainChip has some exciting upcoming news and developments underway,” said Daniel Mandell, Director at VDC Research. “Their 2nd generation Akida platform provides direct support for the intelligence chip market, which is exploding. IoT market opportunities are driving rapid change in our global technology ecosystem, and BrainChip will help us get there.”
Daniel Mandell, Director, VDC Research




VDC Research is a B2B technology market intelligence and consulting firm, delivering in-depth insights and strategies to vendors, technology decision makers, and investors across the globe since 1971 (for over 50 years)

They Dramatically improve the performance of business through a range of services that identify transformative opportunities, solve persistent challenges, and enable you to execute at unprecedented scale and speed.


VDC is proud to be a trusted advisor to many of the world’s leading technology companies.
Including

Heward Packard
Qualcomm
Honeywell
Brother
Motorola
Dell
Blackberry
Arm
Samsung
Oracle
Zebra


Their continuous coverage of major technology markets offers clients expert insights and extensive data, enabling breakthrough strategies and superior business performance.

As David Mandall stated quote.........
“Their 2nd generation Akida platform provides direct support for the intelligence chip market, which is exploding. IoT market opportunities are driving rapid change in our global technology ecosystem, and BrainChip
will help us get there.


Season 9 Fist Bump GIF by Curb Your Enthusiasm
It sounds good but has he heard of Retail Food Group and Dominoes then there are all those mining companies with brand new shovels and tin sheds.

He is probably too busy consulting with those listed corporations to do any real research.😂🤣😂🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁🪁

My opinion only DYOR
FF

AKIDA BALLISTA
 
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Foxdog

Regular

View attachment 31748
For me the most exciting clue of future success is the new confidence being displayed in our company announcements after the release of Gen 2. They're using a different language and aren't pulling any punches when it comes to describing how good the updated tech is. AKIDA Gen 2 seems to have exceeded even their expectations. It also speaks to us having received confirmed feedback from customers. I reckon we'll see some licence deals signed pretty soon and revenue from all sources begin to make waves by second half of 23. My opinion only but things seem to be gaining momentum here.
 
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