BRN Discussion Ongoing

[White Horse]

I can see a link to Brainchip with this talk so I hope others enjoy it too!

Most days when I’m exercising I watch/listen to something motivating.

Today I was on the rower and this one came up.

I thought it was accurate, funny and insightful as to why the Fool and others influence others as people follow without even choosing too or knowing why.

There are several relevant points (near the end) re individual thinking and investing which is what many on this forum are doing.

Thanks SG,
I listened to Earl Nightingale when I was a lot younger, probably 50 years ago or there-abouts.
In hindsight I obviously took note of some of his advice.
Thanks for posting this, it brought back some very fond memories.

Regards, John

 

[Deleted member 118]

Yes. I thought that once SiFive joined the party, Intel and ARM and Nvidia would soon be along for the ride.

Where's AMD?

 

[Murphy]

Ok something is definitely broken with them. I’ll look into it.

Thanks Zee.


If you don't have dreams, you can't have dreams come true!

 

[KMuzza]

Probably fair enough EQ. It's just that I have to go back THERE to check on prices....... it's scary there!!!


If you don't have dreams, you can't have dreams come true!

NOT WORTH GIVING " TMH" a click - try this rather - and also the SOX on the USA "Market Watch " -

BRN- Daily Share Price- ASX- OTC- Euro

https://www2.asx.com.au/markets/company/brn https://www.marketwatch.com/investing/stock/brchf https://www.tradegate.de/orderbuch.php?lang=en&isin=AU000000BRN8

thestockexchange.com.au

 

[Murphy]

If it costs you for the service Zee, I would rather you kept it and I will duck to the dark place if I need to know the SP.


If you don't have dreams, you can't have dreams come true!

 

[Murphy]

NOT WORTH GIVING " TMH" a click - try this rather - and also the SOX on the USA "Market Watch " -

BRN- Daily Share Price- ASX- OTC- Euro

https://www2.asx.com.au/markets/company/brn https://www.marketwatch.com/investing/stock/brchf https://www.tradegate.de/orderbuch.php?lang=en&isin=AU000000BRN8

thestockexchange.com.au

Thanks Muzz



If you don't have dreams, you can't have dreams come true!

 

[KMuzza]

If it costs you for the service Zee, I would rather you kept it and I will duck to the dark place if I need to know the SP.


If you don't have dreams, you can't have dreams come true!

BRN- Daily Share Price- ASX- OTC- Euro

https://www2.asx.com.au/markets/company/brn https://www.marketwatch.com/investing/stock/brchf https://www.tradegate.de/orderbuch.php?lang=en&isin=AU000000BRN8

thestockexchange.com.au

Spud- you can lead a horse to water - but you cannot force it to drink--
Cheers Mate

AKIDA BALLISTA UBQTIS

 

[supersonic001]

This is what ARM said:

"In order to serve the diverse and growing IoT market, developers require a new standard of secure, high-performance microcontrollers, combined with endpoint ML capabilities," said Paul Williamson, SVP and GM, IoT Line of Business at Arm. "The integration of Arm's highest performance microcontroller with the Akida portfolio enables our partners to deliver on this potential and efficiently handle advanced machine learning workloads.”

ARM’s opinion not mine so DYOR
FF

AKIDA BALLISTA

i particularly like ...."the Akida portfolio...." inference !

 

[Bennysmadness]

Just thinking about this market share issue.

If ARM has a share of the semiconductor market and Brainchip’s technologies piggy back on ARM semiconductors, and

If SiFive has a share of the semiconductor market and Brainchip’s technologies piggy back on SiFive semiconductors, and

If Intel has a share of the semiconductor market and Brainchip’s technologies piggy back on Intel semiconductors, and

If GlobalFoundries has a share of the semiconductor market and Brainchip’s technologies piggy back on GlobalFoundries semiconductors, and

If Renesas has a share of the semiconductor market and Brainchip’s technologies piggy back on Renesas semiconductors, and

If MegaChips has a share of the semiconductor market and Brainchip’s technologies piggy back on MegaChips semiconductors, and

If Socionext has a share of the semiconductor market and Brainchip’s technologies piggy back on Socionext semiconductors, then

Is it not impossible to guess at what the market share that a ubiquitous Brainchip will be worth when these companies actually do not cover the known full extent of Brainchip’s technology engagements.

My opinion only DYOR
FF

AKIDA BALLISTA

What would your 3, 7 and 10 year share price prediction be?

 

[GpHiggsBoson]

I watch this forum now and then. I read what I can. I love the enthusiasm and the foresight/research.

I will continue to add to my position in BRN as the price drops. I do hope the board and employees at BRN do the same. Retail can only do so much.

I am a bolted on shareholder/believer.

I will take the drop off in the BRN share market price on the chin, as an opportunity, accumulating more as low and as long as this might go. I see plenty of enthusiastic buyers doing the same. I see plenty of opportunities moving forward.

Obviously this is a high risk investment. Nothing is guaranteed.

No advice, of course just a opinion.. it’s imperative you do your own research before investing.

Good luck my fellow Brainchipers.

 

[Bennysmadness]

Teksun as well. And the market reports only factor in known applications. There will be many new applications in future.

I read an article that mentioned going from von neumann to neuromorphic will be similar to going from morse code to telephone.

110% correct.
Neuromorphic vs von Neumann, the years we live in and the incredible change we will see this decade is truly breathtaking.
The new standard in computing = AKIDA

 

[mkm109]

NASA’s Autonomous Aircraft Decision Tech Gets Simulated Urban Test - NASA

Cities are complicated places to fly, presenting challenges – both known and unpredictable – for current and future air vehicles. But creating new air mobility solutions to move people and cargo will require addressing those challenges. And that’s where NASA’s Data & Reasoning Fabric project can...

www.nasa.gov

I like this paragraph, how many companies throughout the world currently have that capability I wonder?

"To accomplish its goals, DRF uses edge computing, a system where data is handled, processed, and stored locally – at the “edge” of the network – rather than being sent to a cloud or a data center. This reduces the delays associated with transmitting large sets of data and allows for faster decision-making in time-sensitive situations."

My personal level of confidence in our company has just gone up a number of notches over the last few weeks, everyone on this site knows my passion for Brainchip over the last 8 (almost years)....but it's now gone even higher, below is just another classic quote from a recent article, it sums things up beautifully.

"It’s impossible to list all the applications for which Akida could be used. In the case of industrial, obvious apps are robotics, predictive maintenance, and manufacturing management. When it comes to automotive, there’s real-time sensing and the in-cabin experience. In the case of health and wellness, we have vital signs monitoring and prediction; also, sensory augmentation. There are also smart home and smart city applications like security, surveillance, personalization, and proactive maintenance. And all of these are just scratching the surface of what is possible."

Love Brainchip Tech

There is a book my son gave me and I am part through reading “The Black Swan, The Impact of the Highly Improbable by Nassim Nicholas Taleb”.

It is an extension of my “unknown, unknown” theory. I am only in about a quarter of the way but he makes out a compelling case that Black Swan Events can create incredible opportunities.

Apparently the Black Swan use came from English explorers discovering black swans in Australia an event that no one had even contemplated because all swans until then were white. An unknown unknown.

So actually the original discovery of a black swan was not a disaster but a fabulous revelation.

If as is being predicted startups fall over in droves because there only reason for being was an idea and free money then this can only be a benefit to companies like Brainchip who are the real deal and cashed up with product to sell. Being the last hardwood tree left standing after a cyclone allows you to standout and be highly valued for what you are now that all the rubbish has been cleared away.

Too early to say what other positives might flow but one I would speculate on is an abundance of talented young engineers and sales people looking for employment with a dynamic science fiction producing company.

On the flip side attempts at poaching of Brainchip staff will likely die away.

We will no doubt see more as this unfolds.

The Black Swan Event is not something to fear but it is an Event to exploit.

If anyone reads this book you might think as I do that the release of AKIDA 2nd generation is a Black Swan Event of greater magnitude than the failure of Silicon Valley Bank.

My opinion only DYOR
FF

AKIDA BALLISTA

It’s a good read

 

[Learning]

Only if you're over 18.

View attachment 31986

That's just naughty Steve10.

ARRRRRRRRRRRRM( with a satisfactory voice.

On a serious note.

Fantastic press release today from BrainChip.
The significant of today media release will ripple through very soon.
The market shares ARM hold in the semiconductor space is enormous and AI work load for Edge devices are increasing, especially. "Use cases include smart home devices, robotics, and drone control, secured system controllers and sensor hubs." (JMHO)

It's great to be a shareholder 🏖

 

[ndefries]

NASA’s Autonomous Aircraft Decision Tech Gets Simulated Urban Test - NASA

Cities are complicated places to fly, presenting challenges – both known and unpredictable – for current and future air vehicles. But creating new air mobility solutions to move people and cargo will require addressing those challenges. And that’s where NASA’s Data & Reasoning Fabric project can...

www.nasa.gov

I like this paragraph, how many companies throughout the world currently have that capability I wonder?

"To accomplish its goals, DRF uses edge computing, a system where data is handled, processed, and stored locally – at the “edge” of the network – rather than being sent to a cloud or a data center. This reduces the delays associated with transmitting large sets of data and allows for faster decision-making in time-sensitive situations."

My personal level of confidence in our company has just gone up a number of notches over the last few weeks, everyone on this site knows my passion for Brainchip over the last 8 (almost years)....but it's now gone even higher, below is just another classic quote from a recent article, it sums things up beautifully.

"It’s impossible to list all the applications for which Akida could be used. In the case of industrial, obvious apps are robotics, predictive maintenance, and manufacturing management. When it comes to automotive, there’s real-time sensing and the in-cabin experience. In the case of health and wellness, we have vital signs monitoring and prediction; also, sensory augmentation. There are also smart home and smart city applications like security, surveillance, personalization, and proactive maintenance. And all of these are just scratching the surface of what is possible."

Love Brainchip Tech

I always thought the work with NASA was more around validation rather than a significant future revenue model. They don't need 1000s of rovers do they? With DRF that has tremendous smart city applications across the world and may tower over any future automotive application revenue.

 

[TheFunkMachine]

LAGUNA HILLS, CA / ACCESSWIRE / March 12, 2023 /BrainChip Holdings Ltd (ASX:BRN)(OTCQX:BRCHF)(ADR:BCHPY), the world's first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, today announced it has validated that its Akida™ processor family integrates with the Arm® Cortex®-M85 processor, unlocking new levels of performance and efficiency for next-generation intelligent edge devices.

Arm Cortex-M85 delivers the highest levels of performance in the Arm Cortex-M family. It enables system developers to build the most sophisticated variety of MCUs and embedded SoCs for IoT and embedded applications that require enhanced digital signal processing (DSP) and machine learning (ML) capabilities. Use cases include smart home devices, robotics, and drone control, secured system controllers and sensor hubs. By successfully demonstrating Akida's capabilities with the Arm Cortex-M85 in a fully functioning environment, BrainChip paves the way for a new generation of intelligent edge devices that are capable of delivering unprecedented levels of performance and functionality, built on leading-edge technology from Arm.

"In order to serve the diverse and growing IoT market, developers require a new standard of secure, high-performance microcontrollers, combined with endpoint ML capabilities," said Paul Williamson, SVP and GM, IoT Line of Business at Arm. "The integration of Arm's highest performance microcontroller with the Akida portfolio enables our partners to deliver on this potential and efficiently handle advanced machine learning workloads."

The integration of Akida and the Arm Cortex-M85 processor is an important step forward for BrainChip, demonstrating the company's commitment to developing cutting-edge AI solutions that deliver exceptional performance and efficiency.

"We are delighted Akida can now seamlessly integrate with the Arm Cortex-M85 processor, which is one of the most advanced and efficient MCU platforms available for intelligent IoT," said Nandan Nayampally, CMO of BrainChip. "This is a significant milestone for BrainChip, as it drives new possibilities for high-performance, low-power AI processing at the edge. We are excited to offer our mutual customers the benefits of this powerful combination of technologies."

BrainChip on LinkedIn: BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI…

BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI Capabilities for Edge Devices https://lnkd.in/gG-9i3z8

www.linkedin.com

View attachment 31979

Am I understanding this right that this is not just a compatibility with the M85 processor, but that Akida IP will be integrated into its design?

Late edit:
On closer examination I don’t think it means it will be embedded in its design, just that it is compatible with the M85 processor.

“We are delighted Akida can now seamlessly integrate with the Arm Cortex-M85 processor”

But it does make me wonder why do this press release? I was under the impression from the original ARM partnership that Akida was suitable with all of Arm processor family. So what is actually new here? Can someone help me understand the significance of this announcement compared to the first Arm announcement?

I’m not trying to sow seeds of doubt, just simply don’t have the technical understanding of it all. Thanks in advance for your insight

 

[Pepsin]

Can anyone tell me, who would going to license Akida, if would be integrated in Arm M-85? I´m a little bit confused about the license-procedure and would guess that it´ll be convenient for a customer to buy everything through Arm and doesn´t have to worry about a second agreement with Brainchip... That way Arm could also include a small margin on the BRN-license fee and make profit from that.

By the way: I imagine the Arm M-85 marketed as Arm M-85 E/S/P-variants in the future. Sounds better than Arm M-85 incorporated with Akida 8 nodes.

 

[Diogenese]

Am I understanding this right that this is not just a compatibility with the M85 processor, but that Akida IP will be integrated into its design?

Late edit:
On closer examination I don’t think it means it will be embedded in its design, just that it is compatible with the M85 processor.

“We are delighted Akida can now seamlessly integrate with the Arm Cortex-M85 processor”

But it does make me wonder why do this press release? I was under the impression from the original ARM partnership that Akida was suitable with all of Arm processor family. So what is actually new here? Can someone help me understand the significance of this announcement compared to the first Arm announcement?

I’m not trying to sow seeds of doubt, just simply don’t have the technical understanding of it all. Thanks in advance for your insight

Hi TFM,

I had the same reservation about the originality of the post. We always knew that Akida was processor agnostic, but that was initially in relation to Akida 1000 SoC.

This statement is about the IP for Akida and the IP for the M85. I think that basically they are saying that Akida IP is "a plug-and-play" fit for the M85. That is, the communications interface for Akida matches a communications i/f for M85 (just like the USB plug and socket, only in silicon), and the communication protocols (I2C etc) are also compatible without any fiddling around.

I was about to suggest this may be related to the 8-bit Akida 2, but the press release talks about the Akida family:
"(BrainChip) the world's first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, today announced it has validated that its Akida™ processor family integrates with the Arm® Cortex®-M85 processor"

... so it is not dependent on the 8-bit version. (Didn't I read somewhere that the 8-bits related to the model libraries, and that actuations were 4-bit?).

All versions of Akida work seamlessly with M85.

It's a bit like verifying Akida 1500 in 22 nm at Global Foundries.

 

[Diogenese]

@Bravo does the old disappearing trick!

 

[Bravo]

@Bravo does the old disappearing trick!

No! I’m just trying to formulate my answer Dear DKnees.

 

[Diogenese]

No! I’m just trying to formulate my answer Dear DKnees.

I thought you had provided a concise response in 1 word which took me 6 paragraphs.