BRN Discussion Ongoing

[equanimous]

I did my research and happy with the progress, partnerships and the ecosystem that's being built.

Its a shame that other people who have done their research but continue to be upset with the company still hold on to their shares. If im not happy with a company and how they are progressing I simply sell and consider whether I should come back in later, simple as that.

Happiness is a choice, life is short and if something is giving you grief then do something about it, just dont expect the company or others to fulfill your desires to the way things should be.

 

[Evermont]

Does the following note suggest the Renesas tape out for first in product chip is just a low scale smaller volume release?

“AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.”

No. Renesas signed an IP license agreement.

 

[JDelekto]

Renesas was bringing a product with Akida to market end of 2022.
Now it's end of 2023
Next announcement will be end of 2024.
Where does it end.???

Here are the early beginnings of NVIDIA when they went public on January 22, 1999, with an IPO of $12/share (eventually settling around $0.82/share).

Look how much time has elapsed since then. It seems to me we started to see a nice rise around 2016 when VR became usable thanks to the improvement in the technology, and AI was picking up (See Accelerating AI with GPUs: A New Computing Model, circa 2016).

I don't think BrainChip has as long a wait to become a worthwhile investment in the AI sector, but as you can see, it did not happen for NVIDIA overnight. I think that BrainChip, for as long as they have been around already, has commercialized at a time when AI is on its way to becoming mainstream.

As neuromorphic computing (although not a new concept in and of itself) is not as widespread as GPUs but is now on that journey to getting there due to BrainChip's efforts. It has already shown it can compete with GPUs for similar AI inference along with the added benefit of being ideal for Edge computing where cost, privacy, security, and power considerations are a concern.

If people are uncomfortable holding this stock for at least another two to five years, they will constantly be second-guessing their investment in BrainChip. As others have said before, everyone's situation is different.

If one can hold onto this stock for ten to twenty years, it is my opinion that they will find the risk is worth the reward. However, I cannot read tea leaves or tarot cards. Anything can happen for better or for worse.

 

[TheFunkMachine]

Yep, pretty sure I'm right. This also ties in with customers are.......'interested' i.e. not committed yet. Also, saying that AKIDA 1000 wasn't ever supposed to create revenue is a huge red flag for me.

Hi Foxdog. I agree that it has been a little disappointing in regards to Akida 1.0 getting commercial deals. But I think what Brainchip means when saying this is that they understand the process of how things work in the industry and that things take time, so Akida 1000 was in many ways proof of concept.

1. It is a working technology(not just science-fiction)
2. It is a scalable technology (can be produced at scale for mass production)
3. It meets and exceeds industry standards
4. It is adaptable across different foundries
5. It is programable across multiple platforms (PyTorch, Tensor flow, Ceres etc.)

And so on and so on.

My point is that Brainchip has never said that they are past their commercialisation stage. So if they are still in their commercialisation stage then direct sales of their product may not be the best long term solution. But rather laying the foundations, growing the ecosystem of partnerships, gaining trust and recognition in the industry among giants.

Akida 1 has been the birth of a new technology and now when it is proven and have gained the trust among giants they can start pushing actual sales.

I’m not trying to make things sound better then they are, and I am wanting tangible results too, but I am also trusting the process and think brainchip has delivered on most of what they have set out to do in this “commercialisation stage”

Time will tell if and when we transitions from commercialisation to a fully fledged money making machine

 

[Galaxycar]

Looks like the kings of spin are at it again,cash flow positive 24-25, used to be mid 23,I don’t believe a word our management say anymore FOS Thonk the ASX had this lot correct by not allowing them to make announcements, Tip of the iceberg they said,have very little time for Tony either he’s another we did’nt say that,try asking him why all the staff bonus shares and what are they gifted for,soon changes the conversation to spin

 

[Kachoo]

Yeah looks like 2030, Why haven't they signed any more IP licences

I will agree that the time lines have changed.

But let's step back to 2021.
1. Revenue projected in late 2022.
2. Breakeven 2023.

Now what kinda activity and partnerships did we have in 2021?

Was Akida being advertised or marked as a great product back in 2021 by partners and universities?

Now let's look April 2023.
1. Revenue projections pushed to back end 2023 maybe early 2024
2. Breakeven not sure yet rather.

We do have a lot of partnerships now with we all know who.

We are busy hitting marks and adding new partnerships.

Universities are studying SNN.

IP purchaser will be taping our IP on chip.
We have increase the range of our products.

Lets not kid our selves we have come a long way from 2021.

Yes one final part revenue is missing i will agree.

Have they moved goal posts and timelines yes.

Will we have revenue in the next 12 months yes.

Are there lots of possible products in the works that have Akida yes.

We are comercial yes but the uptake has not yet begun.

There is a whole cycle that need to happen to bring comercial product on that I believe many of us have underestimated the time.

Believe me I thought I would have been sipping drinks full time by now in 2020 but it's been a long road long road.

I Will add in that I think when Management increased the LDA draw back in the day they knew the timeline changed. Will they announce the delays no nobody does let's be honest about that.

Are the delays a result of BRN staff the awnser is no. My understanding is they meet there deadlines on development pretty well.

Are there delays in their customer base or up take yes. Why? Well these people run businesses and they need to be fiscally responsible minimize risk. There are So many challenges in the world post covid shortages and delays that these companies need to keep there owners happy and making a healthy profit. So development of new innovative risky investment are not always a priority.

Once some adopt Akida there will be a rush by others it's the first few contracts that take time.

So laying blame on management sales is not actually solving anything.

As it stand as investors responsible for our own actions we have to options:

1. Buy stock
2. Sell stock

This is what is in our control.

If you feel that BRN will not meet exceed it's old highs or you have belief of better returns elsewhere you know what you have to do. If your angry about buying higher trapped you need to looknat why you bought when you bought and say why i paid 1.70 a share i was thinking we would get to 10. But now the timline does not suit your strategies you need to fix that come up with options to correct things.

If you feel we are under valued THEN YOU to know what to do.

Sticking around complaining complaining so never solve your dilemma. Those that have been complaining on HC regarding BRN being a poor investment for 2 plus years you need to really think about thier motive. Who will for 2 years keep telling you to sell it's crap. Believe me they don't care about your welfare.

The reason there is so much less action and dialog is cause the long term investor is studing their market reading the thousands of articles on SNN and Akida referanced articles. We did not have this vast number of leads and reports to go though in 2021 or 2022 for the greater part. Things are building.

Your watching the AI revolution AIOT start. This is how a company is built not with Yatchs Parties and all the stuff you see on TV. Through hard work network and a bit of luck.

 

[Fullmoonfever]

Just found this site, appears early stage by a couple of people but had to post it due to the mere name of the site but also something about neuromorphic

All Neuromorphic Processors List - Sci Fi Logic

Discover and compare the latest neuromorphic processors on the market. Stay up-to-date with this comprehensive guide and choose the best processor to accelerate your AI tasks.

scifilogic.com

Sujeet Kumar​

Admin and Lead Author

Pratik Ranjan​

Admin and Lead Editor

Our Mission​

Sci-fi logic is a site dedicated to exploring the fascinating and curious questions and topics about science.​

We believe that everyone should have access to accurate information about the world around them, and so we aim to provide clear and concise explanations of complex concepts. Whether you're looking to learn more about a particular topic or just satisfy your curiosity, we hope that you'll find our site helpful!​

Neuromorphic processors are computer chips that are designed to imitate the ways in which the brain works. These processors are gaining popularity in the field of artificial intelligence (AI) because they have the ability to significantly increase the efficiency and performance of machine learning algorithms.

In this article, we will provide a detailed list of all currently available neuromorphic processors, along with their key features and applications. This article is sure to provide significant insights into the realm of neuromorphic computing, whether you’re a researcher, developer, or simply interested in the latest breakthroughs in AI technology.

Akida AKD1000​

Akida AKD1000 is a neuromorphic processor that accelerates AI tasks. It’s different from other neural network processors with its event-based computing and configurable features. Akida AKD1000 can learn from new data and retain previous knowledge, making it highly efficient for training neural networks. It’s customizable with a configurable number of neural processing units, on-chip memory, and network size.

The processor comes with IP deliverables, making it easier for developers to work with, and has on-chip communication and can run full neural networks in hardware. The Akida AKD1000 is a powerful solution for AI applications, providing developers with a range of configurable features to work with.

Loihi 2 was the other one.

 

[Kachoo]

Just found this site, appears early stage by a couple of people but had to post it due to the mere name of the site but also something about neuromorphic

All Neuromorphic Processors List - Sci Fi Logic

Discover and compare the latest neuromorphic processors on the market. Stay up-to-date with this comprehensive guide and choose the best processor to accelerate your AI tasks.

scifilogic.com

Sujeet Kumar​

Admin and Lead Author

Pratik Ranjan​

Admin and Lead Editor

Our Mission​

Sci-fi logic is a site dedicated to exploring the fascinating and curious questions and topics about science.​

We believe that everyone should have access to accurate information about the world around them, and so we aim to provide clear and concise explanations of complex concepts. Whether you're looking to learn more about a particular topic or just satisfy your curiosity, we hope that you'll find our site helpful!​

Neuromorphic processors are computer chips that are designed to imitate the ways in which the brain works. These processors are gaining popularity in the field of artificial intelligence (AI) because they have the ability to significantly increase the efficiency and performance of machine learning algorithms.

In this article, we will provide a detailed list of all currently available neuromorphic processors, along with their key features and applications. This article is sure to provide significant insights into the realm of neuromorphic computing, whether you’re a researcher, developer, or simply interested in the latest breakthroughs in AI technology.

Akida AKD1000​

Akida AKD1000 is a neuromorphic processor that accelerates AI tasks. It’s different from other neural network processors with its event-based computing and configurable features. Akida AKD1000 can learn from new data and retain previous knowledge, making it highly efficient for training neural networks. It’s customizable with a configurable number of neural processing units, on-chip memory, and network size.

The processor comes with IP deliverables, making it easier for developers to work with, and has on-chip communication and can run full neural networks in hardware. The Akida AKD1000 is a powerful solution for AI applications, providing developers with a range of configurable features to work with.

Loihi 2 was the other one.

Another good find on Nueromorphic Processors! Just a write up on what's out there!

 

[FrederikSchack]

Ok, we got to 5 million in revenue a year later than I had estimated or hoped back in mid 2020, but hey, we live in a dynamic world and we can't predict it in details. Does anybody remember that we just went through some pretty wild world events? How many predicted them in detail? Neither can the management of the Brainchip team.

If you define the future from your expectations, you're more than 99% guaranteed to be disappointed, because there's always deviations at least at some level of detail.

I completely understand that it's tempting to let out the frustrations here and it seems the frustrations keeps circling around the point that management seemed to promise more than we got. Well, we got 5 million USD in revenue last year and I don't really think Brainchip promised anything specific.

A better approach than complaining is to reevaluate and adapt when the situation changes. We're where we are now and we can't do a damn thing about the past. So, let's look at the future, how does it look now?

Personally I've never been more optimistic about Brainchip than now and no amount of complaining about the past can change that, because I only evaluate Brainchip on the future. If I would have evaluated that Brainchip wouldn't cut it, then I would have cut my losses and sold it. Now, what I did recently is to increase my stake in Brainchip, because it's never been looking better to me.

These are some of my reasons:

1) AI got super focus after ChatGPT, Dale-E, Stable Diffusion e.t.c. and the amount of companies that are making something similar is exploding and many more billions will be poured into AI. We're at the accelerating part of the technological S-curve in AI. That's super positive for us, we're right in the middle of a revolution that IS changing the world right now.

2) We can't keep running AI on von Neuman hardware (nVidia, Cerebras e.t.c.), in the future, lest we want to end up consuming a great part of the worlds electricity solely for training AI models. We need a fundamental hardware change and it's never been more urgent. It's not just an environmental thing, it's also an economical thing. Only insane companies would run their models on nVidia hardware if they could run it on neuromorphic hardware and save heaps of money in investments and also save heaps of money on power consumption.

3) Neuromorphic computing is the best solution to point 2 that we have. I'm not saying that Neuromorphic chips will replace von Neuman architecture in all AI, but where it's feasible it will.

4) Neuromorphic computing is more than just energy savings and economic savings, it's new things that we can do, that we couldn't do before. We're opening up entirely new markets, that only neuromorphic computing is suited for.

5) It's crazy to send all the data from our devices to the cloud to have it analyzed there and having sent back the results to our devices, clogging up the veins of the Internet and delaying the respons, when we can do it on the device. Who can't see this? Neuromorphic computing can really bring some of todays data center capabilities to the device.

6) There are only two really promising Neuromorphic companies on the market and that's Brainchip and GrAI Matter Labs. We're in the middle of a startup dream situation, we only have one real competitor in our space. Everybody would love to have no competition at all, but a situation with one competitor is also really good.

7) We're dead center in the Industrial Revolution 4.0, nothing is more central than AI, AI pervades all the themes of Industrial Revolution 4.0. Who still can't see this? I saw this back in the middle of 2020 when reading "Symbiotic Autonomous Systems White Paper III" by IEEE, AI is in almost every trend they mention. Further as explained in the points above, neuromorphic computing is destined to play a continuously larger role in AI.

Also look at this Gartner Graph. I marked with green where neuromorphic computing is the absolute winner and blue where we definitely are going to make an impact.

So, to summarize, we're in the absolute dead center core of the Industrial Revolution 4.0, AI is taking off exponentially, neuromorphic computing is the economic and environmental solution to AI and neuromorphic computing is the enabler of many new things. Further, we're on the neuromorphic market and we have one real competitor?

Besides that our partners love us and say so publicly on many occasions, we're winning the PR game in this exploding market.

Does it take time to convince everybody? Yes. Does it take time for our industry partners to understand the new technology? Yes. Does it take time for our industry partners to design our chip into their hardware? Yes. But we are here now, our chips are being designed into various products, we're winning at least a part of the game.

Please, tell me where my logic fails about the future and don't tell me about the past, because I know the past at least as well as you. Tell me what I don't see about the future.

 

[FrederikSchack]

I will agree that the time lines have changed.

But let's step back to 2021.
1. Revenue projected in late 2022.
2. Breakeven 2023.

Now what kinda activity and partnerships did we have in 2021?

Was Akida being advertised or marked as a great product back in 2021 by partners and universities?

Now let's look April 2023.
1. Revenue projections pushed to back end 2023 maybe early 2024
2. Breakeven not sure yet rather.

We do have a lot of partnerships now with we all know who.

We are busy hitting marks and adding new partnerships.

Universities are studying SNN.

IP purchaser will be taping our IP on chip.
We have increase the range of our products.

Lets not kid our selves we have come a long way from 2021.

Yes one final part revenue is missing i will agree.

Have they moved goal posts and timelines yes.

Will we have revenue in the next 12 months yes.

Are there lots of possible products in the works that have Akida yes.

We are comercial yes but the uptake has not yet begun.

There is a whole cycle that need to happen to bring comercial product on that I believe many of us have underestimated the time.

Believe me I thought I would have been sipping drinks full time by now in 2020 but it's been a long road long road.

I Will add in that I think when Management increased the LDA draw back in the day they knew the timeline changed. Will they announce the delays no nobody does let's be honest about that.

Are the delays a result of BRN staff the awnser is no. My understanding is they meet there deadlines on development pretty well.

Are there delays in their customer base or up take yes. Why? Well these people run businesses and they need to be fiscally responsible minimize risk. There are So many challenges in the world post covid shortages and delays that these companies need to keep there owners happy and making a healthy profit. So development of new innovative risky investment are not always a priority.

Once some adopt Akida there will be a rush by others it's the first few contracts that take time.

So laying blame on management sales is not actually solving anything.

As it stand as investors responsible for our own actions we have to options:

1. Buy stock
2. Sell stock

This is what is in our control.

If you feel that BRN will not meet exceed it's old highs or you have belief of better returns elsewhere you know what you have to do. If your angry about buying higher trapped you need to looknat why you bought when you bought and say why i paid 1.70 a share i was thinking we would get to 10. But now the timline does not suit your strategies you need to fix that come up with options to correct things.

If you feel we are under valued THEN YOU to know what to do.

Sticking around complaining complaining so never solve your dilemma. Those that have been complaining on HC regarding BRN being a poor investment for 2 plus years you need to really think about thier motive. Who will for 2 years keep telling you to sell it's crap. Believe me they don't care about your welfare.

The reason there is so much less action and dialog is cause the long term investor is studing their market reading the thousands of articles on SNN and Akida referanced articles. We did not have this vast number of leads and reports to go though in 2021 or 2022 for the greater part. Things are building.

Your watching the AI revolution AIOT start. This is how a company is built not with Yatchs Parties and all the stuff you see on TV. Through hard work network and a bit of luck.

Very well said, that is the right focus to have.

 

[Fullmoonfever]

Don't recall this short vid being posted?...probs a double up but I hadn't seen it.

Nothing major, was just a catch up by the Group Editor of Electronics Weekly while he was at EW 23 with Nandan & another Co MikroE in late March.

One thing though and someone can correct me if has been recently listed somewhere, I hadn't noticed or seen that our HD Vid Object Detection at 30fps and < 75 milliwatts was being done on 16nm.....if I heard Nandan correctly at around the 8 min mark.

Last time I saw a 16nm reference was from a 2019 Linley Group paper stating BRN running MobileNet simulation on a 16nm Akida.

Who's using 16nm that we were running / testing on or just a reference to the earlier simulations?

I thought we've only been playing on 28 & 22nm more recently and that we were more involved with Edge Impulses FOMO which is much quicker that MobileNet from what I've read.

Let's Talk Electronics: MikroE and BrainChip on remote development and neuromorphic computing​

24 March 2023

Electronics Weekly's Group Editor, Clive Couldwell, caught up with MikroE and BrainChip in Nuremberg at Embedded World 2023 to discuss their technologies in more depth. With Nandan Nayampally - CMO of BrainChip - he discussed neuromorphic computing

 

[dippY22]

Here are the early beginnings of NVIDIA when they went public on January 22, 1999, with an IPO of $12/share (eventually settling around $0.82/share).

View attachment 34273

Look how much time has elapsed since then. It seems to me we started to see a nice rise around 2016 when VR became usable thanks to the improvement in the technology, and AI was picking up (See Accelerating AI with GPUs: A New Computing Model, circa 2016).

I don't think BrainChip has as long a wait to become a worthwhile investment in the AI sector, but as you can see, it did not happen for NVIDIA overnight. I think that BrainChip, for as long as they have been around already, has commercialized at a time when AI is on its way to becoming mainstream.

As neuromorphic computing (although not a new concept in and of itself) is not as widespread as GPUs but is now on that journey to getting there due to BrainChip's efforts. It has already shown it can compete with GPUs for similar AI inference along with the added benefit of being ideal for Edge computing where cost, privacy, security, and power considerations are a concern.

If people are uncomfortable holding this stock for at least another two to five years, they will constantly be second-guessing their investment in BrainChip. As others have said before, everyone's situation is different.

If one can hold onto this stock for ten to twenty years, it is my opinion that they will find the risk is worth the reward. However, I cannot read tea leaves or tarot cards. Anything can happen for better or for worse.

Good and reasonable posts from you are good to see Unemotional, realistic and forward thinking. You apparently work in the tech industry from what I recall so your views are appreciated. Thanks and keep up the good posting,....the forum will benefit from what you think. Regards, dippY

 

[SERA2g]

FYI for the Perth crew, there’s an event that Peter is speaking at in May.

He spoke at the last AI summit for Innovate Australia, which I went to. It was good. Adam is on the board for IA for what that’s worth.

Tickets are free for anyone willing to take a couple hours off work to go. I’ve booked a ticket but it’ll be a see how I’m going work wise closer to the date type of situation.

Would be keen to organise some beers in the city afterwards for anyone keen to go. Flick me a message and I’ll get everyone that reaches out into a chat so we can sort it out a little closer.

Apologies if this has already been posted - it’s 11pm here and I’m off to bed so couldn’t be bothered to check

Innovate Australia's Artificial Intelligence (AI) Innovation Summit

Explore the World of AI, Machine Learning, and ChatGPT. Learn and Engage with a Diverse Panel of AI Professionals and Advocates.

www.eventbrite.com.au

 

[DingoBorat]

Good presentation.

A few notes below based on my interpretation and understanding only. These are not intended as advice, guidance, recipe instructions etc. Recommend waiting for the recording and tuning in for yourself.

Cheers.

Presentation

• Edge AI – The Right compute model
• Customer Driven. Market Driven. Generations Ahead.
• Akida - in the market now, real customers and gaining traction.
• Chips, boards & systems available which people can try.
• New chip available late Summer, early Fall
• Market likes what they did with the first chip, have put additional technology into the second.
• Sean has brought on board a number of high-level industry leaders.
• Closed a set of licences already (assume MegaChips and Renesas).
• Can’t build a product without an ecosystem.
• Auto industry has a lot of interest in AI, and a lot of interest in BrainChip.
• BrainChip seeing a lot of interest from healthcare as well.
• Power consumption from data centres is unsustainable. Must move to edge market.
• Market getting stronger every single day.
• BrainChip seeing absolute interest in all markets – industrial, auto, health, home/consumer.
• Fully digital and event based is critical – allows customers to move/deploy to any technology.
• Easy to convert existing models to Akida IP.
• Gen 1 product focused on grey boxes (ie. Akida-E)
• Gen 2 product focuses on addressing orange and blue boxes (ie. Akida-S & P). This results in more functions and more Customers.
• Tech partners – lubricates the sales cycle.
• Customers want to know that varying foundries can be used.
• Selling some chips as a secondary revenue stream.
• MegaChips can build chips on behalf of other Customers.
• Renesas releasing chip in coming months.
• Neuromorphic standard will emerge over coming years - BrainChip intend to be part of that standard.
• Primary revenue is IP licensing.
• Royalties are powerful revenue streams.
• Big market, favourable trend in the edge.
• Gen 2 - Very strong positive reviews from analysts, very strong interest from Customers.
• Working with marquee brands.
• Strong team.
• Real product, real market, real Customers. Attractive business model.

Q&A

• Gen 2 – On pace for Q3 release, maybe earlier - development going well. BrainChip developing hardware and software at same time. Too early to sign customers but seeing high interest level from new prospects and existing customers.
• Future earnings guidance – not at this time. IP licensing model is lumpy and includes a long sales cycle. Hard to predict but as BrainChip matures they will provide forecasts. Complex evaluation cycles ongoing, all going well but can’t time exactly when these will land.
• When will break even be achieved – Similar to above, BrainChip is not forward projecting. Sean has a multi-year board approved plan.
• Akida 1500 – expected to sell some of these to integrators. AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.Akida 1500 – expected to sell some of these to integrators. AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.Akida 1500 – expected to sell some of these to integrators. AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.

• Akida 1500 – expected to sell some of these to integrators. AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.

Hey @Foxdog, you mentioned about AKIDA1000 being essentially a demo chip, as being a "red flag" I think you've misconstrued what the Company means here (respecting that this is @Evermonts notes and takeaways).

AKIDA1000 has not been a "product" really, since Sean Hehir took the helm and decided on a basically pure IP model (obviously AKIDA1500, now looks like it will be sold as a chip product).

Saying "Never intended" is a bit of a stretch though, as it was, but the word "never" is often used, without the true appreciation of its meaning..
But again these are @Evermonts words and may not have been verbatim, by the Company.

This is not to say, that AKIDA 1.0 IP (which made AKIDA1000 and also makes AKIDA1500) was "never" intended to be a revenue stream, as it's also in the Renesas MCU and is what MegaChips has sold licences to, to at least 2 of its customers.

Too many 2s ..

My read, is that they are saying AKIDA1500 as a product, is an additional revenue strategy.
One that was basically abandoned with AKIDA1000.

Remember that the additional cost and risk of producing AKIDA1000 chips at the time, may not have been favorable.

AKIDA1500 is a bit of a different kettle of fish, as the Company is in a different more comfortable stage of its commercialisation and this chip was designed with and in conjunction with, specific customer needs and specifications.

No one should be peed, that the Company is sometimes changing tact.
This Company has been changing tact, since its inception.
It's part of the beauty, of being still small enough to do so.

I hope we always retain that ability, while being a Behemoth of course!

Kodak couldn't change tact, despite actually inventing the new direction..

Those who have been around a few years, have seen all the challenges and obstacles in our path and we are slowly but surely surmounting them.

This is one of the many strengths of BrainChip and one of the reasons, why I have confidence in our "visible" success.

 

[M_C]

I like our chances here.......

The company have mentioned Raspberry Pi before

Opinion only. Dyor

Redirecting

 

[SERA2g]

I like our chances here.......

Opinion only. Dyor

Redirecting

View attachment 34285 View attachment 34286

This could be one of the most important pieces of content found recently.

If it can perform computations on-chip without connection to the cloud then the chip powering the sensor may be a neuromorphic chip.

If Sony have not developed their own neuromophic chip then they are using someone elses neuromorphic chip.

There are many companies developing neuromorphic chips, but as far as I’m aware, there is only one commercially available neuromophic chip.

Quack, quack.

Akida Ballista.

IMO DYOR

 

[SERA2g]

This could be one of the most important pieces of content found recently.

If it can perform computations on-chip without connection to the cloud then the chip powering the sensor is a neuromorphic chip.

If Sony have not developed their own neuromophic chip then they are using someone elses neuromorphic chip.

There are many companies developing neuromorphic chips, but as far as I’m aware, there is only one commercially available neuromophic chip.

Quack, quack.

Akida Ballista.

IMO DYOR

Intelligent Vision Sensors (AI Sensor) | Technology | Sony Semiconductor Solutions Group

Sony Semiconductor Solutions Group develops device business which includes Micro display, LSIs, and Semiconductor Laser, in focusing on Image Sensor.

www.sony-semicon.com

Sorry to pull you in @Diogenese

Wondering if you’ve done any previous research on the logic chip powering Sony’s Intelligent Vision Sensor?

Aitrios is equipped with the IVS technology so it seems to me if the IVS doesn’t contain akida then this duck is actually a pigeon.

IVS technology was announced May 2020…

 

[SERA2g]

Intelligent Vision Sensors (AI Sensor) | Technology | Sony Semiconductor Solutions Group

Sony Semiconductor Solutions Group develops device business which includes Micro display, LSIs, and Semiconductor Laser, in focusing on Image Sensor.

www.sony-semicon.com

Sorry to pull you in @Diogenese

Wondering if you’ve done any previous research on the logic chip powering Sony’s Intelligent Vision Sensor?

Aitrios is equipped with the IVS technology so it seems to me if the IVS doesn’t contain akida then this duck is actually a pigeon.

IVS technology was announced May 2020…

Post in thread 'BRN Discussion Ongoing'
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-186708

Sorry @Diogenese

Looks like you’ve covered this already.

It’s sounding like pigeon pie for dinner tonight.

Sorry to spoil the party @M_C

 

[manny100]

Good presentation.

A few notes below based on my interpretation and understanding only. These are not intended as advice, guidance, recipe instructions etc. Recommend waiting for the recording and tuning in for yourself.

Cheers.

Presentation

• Edge AI – The Right compute model
• Customer Driven. Market Driven. Generations Ahead.
• Akida - in the market now, real customers and gaining traction.
• Chips, boards & systems available which people can try.
• New chip available late Summer, early Fall
• Market likes what they did with the first chip, have put additional technology into the second.
• Sean has brought on board a number of high-level industry leaders.
• Closed a set of licences already (assume MegaChips and Renesas).
• Can’t build a product without an ecosystem.
• Auto industry has a lot of interest in AI, and a lot of interest in BrainChip.
• BrainChip seeing a lot of interest from healthcare as well.
• Power consumption from data centres is unsustainable. Must move to edge market.
• Market getting stronger every single day.
• BrainChip seeing absolute interest in all markets – industrial, auto, health, home/consumer.
• Fully digital and event based is critical – allows customers to move/deploy to any technology.
• Easy to convert existing models to Akida IP.
• Gen 1 product focused on grey boxes (ie. Akida-E)
• Gen 2 product focuses on addressing orange and blue boxes (ie. Akida-S & P). This results in more functions and more Customers.
• Tech partners – lubricates the sales cycle.
• Customers want to know that varying foundries can be used.
• Selling some chips as a secondary revenue stream.
• MegaChips can build chips on behalf of other Customers.
• Renesas releasing chip in coming months.
• Neuromorphic standard will emerge over coming years - BrainChip intend to be part of that standard.
• Primary revenue is IP licensing.
• Royalties are powerful revenue streams.
• Big market, favourable trend in the edge.
• Gen 2 - Very strong positive reviews from analysts, very strong interest from Customers.
• Working with marquee brands.
• Strong team.
• Real product, real market, real Customers. Attractive business model.

Q&A

• Gen 2 – On pace for Q3 release, maybe earlier - development going well. BrainChip developing hardware and software at same time. Too early to sign customers but seeing high interest level from new prospects and existing customers.
• Future earnings guidance – not at this time. IP licensing model is lumpy and includes a long sales cycle. Hard to predict but as BrainChip matures they will provide forecasts. Complex evaluation cycles ongoing, all going well but can’t time exactly when these will land.
• When will break even be achieved – Similar to above, BrainChip is not forward projecting. Sean has a multi-year board approved plan.
• Akida 1500 – expected to sell some of these to integrators. AKD1000 chip is essentially a demo chip. Never intended to be a revenue stream itself.

Is a video of the presentation available on the website or elsewhere?

 

[goodvibes]

Chris Stevens gave it a like…dot line to amd?

Another exciting product helping to address the media processing needs of the M&E space. | Sean Gardner

Another exciting product helping to address the media processing needs of the M&E space.

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Very proud of our team and excited to be introducing the AMD Radeon PRO W7900 & W7800 Graphics Cards.

Designed for professionals and creators, these workstation graphics feature dedicated AI acceleration, 2nd generation ray-tracing, and AMD's advanced chiplet design.