BRN Discussion Ongoing

[MrRomper]

Ok I feel like @Bravo 's wingman with this post. Akin to Iceman and Maverick or Thelma and Louise. It just depends on if you are a glass half full or empty kind of person.

Now I have attached a US Patent for TDK. (sourced today from USPTO). Column 6 Lines 15 to 62 where it talks about 'mimicking the human brain' looks pretty interesting. Is it a SNN? I have no idea. Ok I might have a little. But I am still learning and will need to refer this to our resident expert (@Diogenese ) .

 

[MrRomper]

Another US Patent (sourced today from USPTO). This time it is for Toshiba who were mentioned by Teksun (Shhh).

Now the Patent does not look like it is for any specific product. However, it might be used as a foundation or buiding block for future products?

@Diogenese sorry for being a pest. But can you please check this one as well.

 

[Fastback6666]

Interesting chart showing where funds are going to AI start ups. BRN near the bottom.

View attachment 33607

Sorry this next one is a bit blurry. SiFive on the list with $365.5M funding.

View attachment 33608


Couldn't find the September 2022 update chart. It's in following video at 12min 25sec.



Intro -
[0:00] The role of AI Hardware -
[0:40] Talk Overview -
[1:50] Intro to me #selfpromotion -
[2:45] AI Hardware: A New Era
Types of AI Hardware -
[4:37] CPUs -
[5:43] GPUs -
[6:56] FPGAs -
[7:37] ASICs
Types of Architectures -
[8:00] Systolic Arrays and Google TPU -
[9:21] CGRAs -
[10:45] Parallel Pipeline / Dataflow
The AI Hardware Startup Market -
[12:04] Current investment levels -
[13:36] @SambaNovaSystems Cardinal SN10/SN30 -
[14:13] @CerebrasSystems Wafer Scale Engine -
[15:36] @Graphcore IPU and Bow -
[17:11] Honorable Mentions: @GroqInc , Lightmatter , Rain, Tachyum
Conclusions -
[18:00] How to Scale -
[19:12] @tenstorrentinc CTO Jim Keller Quote

From that video - Tenstorrent sounding like a winner and business scale over time will huge - ie. Processing for cloud service providers who need millions of chips.

We think Brainchip is in with Tenstorrent right?

 

[Boab]

From that video - Tenstorrent sounding like a winner and business scale over time will huge - ie. Processing for cloud service providers who need millions of chips.

We think Brainchip is in with Tenstorrent right?

While BrainChip is the company’s first hardware IP partner, SiFive has design wins for its host processor IP, including data center AI accelerator company Tenstorrent.

 

[Fastback6666]

Tony Dawe mentioned that if someone is using Akida, they wouldn't be keeping it a secret and would be using it in their marketing so I just want one of these bloody dots to start shouting it from the rooftops. Preferably Qualcomm!!

Yes and we want them/Mercedes also to more quantify the specific detail around scale of use in their cars/models....so that some estimated value can be attributed to that scale. Defined value = SP rise.

 

[Steve10]

From that video - Tenstorrent sounding like a winner and business scale over time will huge - ie. Processing for cloud service providers who need millions of chips.

We think Brainchip is in with Tenstorrent right?

I think there is some link between them.

The important take away for me was that some of these chips will sell in low volume (higher end) whereas the high volume chips will sell in the billions. Some of these fancy higher end chips are primarily used by research institutions & universities in leau of high volume commercial applications.

Akida is for high volume applications. Low cost solution to numerous current problems. Applications limitless. Apptronik CEO has mentioned the one hardware platform they are developing for NASA robots will be the iPhone of robots. Can easily be updated/re-configured with software & applications are limitless. At 1min 49sec in video. Ant61 is using Akida for their robot so Apptronik could be using it as well.



The other thing he mentioned was that some of these AI start ups were laying off staff & some disappeared. He mentions Mythic.ai as one of them.

 

[Fastback6666]

Yes so the silence isn't just because of NDA's unfortunately. Tony is pretty much saying that no one has implemented AKIDA in a commercial product yet. Time is ticking on Gen 2 as well - where are those customers who wanted the upgrades. Surely it wouldn't take too long for them to determine that the new features suit their needs (they would have already done extensive testing on Gen 1) so it should just be a re-run with the new tech. There seems to be significant difficulty in signing deals here, regardless of how revolutionary and beneficial AKIDA might be.

I have to say design, programming/config and testing can take an awfully long time to achieve for a new commercial product from any one of Brainchip’s partners ....as people have said here, some of these partners have been engaged for 2 to 3 years now and hopefully their coming to point to market and commercialise their fully tested end product...ON SCALE!

 

[rgupta]

This is from Qualcomm aired today .
It runs for 45 min . I found it all very interesting.

@Diogenese from the 39 minute mark you may find some interest from what’s been discussed on here today

Dr. Vinesh Sukumar, a senior director and head of AI/ML product management at Qualcomm Technologies.

Some guy by the name of Rob Telson liked it too

Listen around 23-25 min mark.
On device optimization without cloud.
Another reason to believe either they have a technology similarl to us or they are renting from us.
Dyor

 

[langeo]

 

[Newk R]

Tony Dawe mentioned that if someone is using Akida, they wouldn't be keeping it a secret and would be using it in their marketing so I just want one of these bloody dots to start shouting it from the rooftops. Preferably Qualcomm!!

So no revenue this 4C?????

 

[Fenris78]

So no revenue this 4C?????

When do we expect revenue from Valeo's $1 billion euro sale.... "if" Akida is inside? Would that need to be invoiced, or would cash flow foe the quarterly be generated via any partnership agreement??

 

[Fenris78]

When do we expect revenue from Valeo's $1 billion euro sale.... "if" Akida is inside? Would that need to be invoiced, or would cash flow foe the quarterly be generated via any partnership agreement??

My question regarding "if" Akida is inside... is because if Valeo have announced initial sales orders for gen 3 lidar... shouldn't we have an IP license in place? However, this could also be via either Renesas or Megachips too.

 

[Diogenese]

Ok I feel like @Bravo 's wingman with this post. Akin to Iceman and Maverick or Thelma and Louise. It just depends on if you are a glass half full or empty kind of person.

Now I have attached a US Patent for TDK. (sourced today from USPTO). Column 6 Lines 15 to 62 where it talks about 'mimicking the human brain' looks pretty interesting. Is it a SNN? I have no idea. Ok I might have a little. But I am still learning and will need to refer this to our resident expert (@Diogenese ) .

While the specification refers to neural networks, this patent is not for NNs. However there may be a subsequent continuation patent more relevant to NNs.

The introduction of the specification usually tells you what the invention is about:

The claims at the end tell you what the invention is about.

 

[Kachoo]

Interestingly I feel more and more companies are rolling out patent applications on tech involving Neuromorphic processing.

Now I think thus is a key step for these companies and partners to solidify their rights to their product to road block the competition. This would be prior to announcements on comercial products.

A logical step.

I was thinking really BRNs product is not really that simple to explain it's a technological edge for a client's products so these customers I think will be trying to protect their product IP cause if they did not what stops company b coping the product with Akida also . IMO

 

[FlipDollar]

View attachment 33679

When I used to be on the crapper (HC in case your mind went elsewhere haha), I got told about a dead stock forum with no traffic (FM3 I think?) that was used by some posters to discuss other stocks that they had a vested interest in. They could use that to have uninterrupted discussion.

I wouldn’t be surprised if some posters here have access to something similar to escape the shit posting but Zeebot would be the only one who could confirm either way.

Conspiracies aside everyone’s just waiting for news is the most realistic reason

 

[Diogenese]

Another US Patent (sourced today from USPTO). This time it is for Toshiba who were mentioned by Teksun (Shhh).

Now the Patent does not look like it is for any specific product. However, it might be used as a foundation or buiding block for future products?

@Diogenese sorry for being a pest. But can you please check this one as well.

This one is about backpropagation and learning, couched in the poetic language of trees, but I can't see the net for the holes.

 

[jk6199]

The benchmarking on the 6th will be interesting as well.

It may or may not show up some other products on the market?

 

[rgupta]

View attachment 33679

May be missing FF for last 2 days!!

 

[ndefries]

So no revenue this 4C?????

Its hard to know. We know that there was possibly two licenses paid for that we doing know about. If they were purchased close to when the license was needed then royalties could have commenced and be a big surprise.

We also know that Renases said this “Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi who is the Executive Vice President and General Manager of IoT and Infrastructure Business Unit at Renesas Electronics.

Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.

Learn more about the collaboration between BrainChip and Renesas as they tap out a chip using the Spiking Neural Network (SNN) technology.

brainchip.com

If they have tapped this out in December there is a chance in Q2 4C we will see royalties start to flow.

I am not aware of much else that would drive income apart from engineering support, some valeo progress payments, any payment Megachip still owes us or something to do with the Akida 1500 tape out (athough that is still premature). Overall dont have much expectation for Q1 revenue.

 

[alwaysgreen]

Its hard to know. We know that there was possibly two licenses paid for that we doing know about. If they were purchased close to when the license was needed then royalties could have commenced and be a big surprise.

We also know that Renases said this “Now you have accelerators for driving AI with neural processing units rather than a dual core CPU. We are working with a third party taping out a device in December on 22nm CMOS,” said Chittipeddi who is the Executive Vice President and General Manager of IoT and Infrastructure Business Unit at Renesas Electronics.

Renesas is taping out a chip using the spiking neural network (SNN) technology developed by Brainchip.

Learn more about the collaboration between BrainChip and Renesas as they tap out a chip using the Spiking Neural Network (SNN) technology.

brainchip.com

If they have tapped this out in December there is a chance in Q2 4C we will see royalties start to flow.

I am not aware of much else that would drive income apart from engineering support, some valeo progress payments, any payment Megachip still owes us or something to do with the Akida 1500 tape out (athough that is still premature). Overall dont have much expectation for Q1 revenue.

This is a spot on post imo but I doubt we will see anything in the way of royalties from Renasas yet.

There is also the possibility that someone has signed a license agreement through Renasas or Megachips which does not need to be disclosed to the markets.

I am keeping my expectations low for this though. Reading between the lines of the Akida 2.0 announcement, it seems like there are multiple potential customers that needed tweaks to the first Akida in order to meet their needs. I doubt an agreement has been signed that quickly but there's a possibility.