Terroni2105
Founding Member
This starts at 11.30pm Brisbane and Sydney time (ie. in 50minutes)
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Bravo
If ARM was an arm, BRN would be its biceps💪!
Are you staying up to watch it Tezzzaroni?
Terroni2105
Founding Member
I’m trying to but my eyes are heeeaaavvvyyyy
Sirod69
bavarian girl ;-)
Intel Foundry and Arm Announce Multigeneration Collaboration on Leading-Edge SoC Design
Collaboration to bring chip designers a powerful combination of Arm core and Intel angstrom-era process technology advancements.SANTA CLARA, Calif., and CAMBRIDGE, U.K., April 12, 2023 – Intel Foundry Services (IFS) and Arm today announced a multigeneration agreement to enable chip designers to build low-power compute system-on-chips (SoCs) on the Intel 18A process. The collaboration will focus on mobile SoC designs first, but allows for potential design expansion into automotive, Internet of Things (IoT), data center, aerospace and government applications. Arm® customers designing their next-generation mobile SoCs will benefit from leading-edge Intel 18A process technology, which delivers new breakthrough transistor technologies for improved power and performance, and from IFS’s robust manufacturing footprint that includes U.S.- and EU-based capacity.
Intel Foundry and Arm Announce Multigeneration Collaboration on...
Collaboration to bring chip designers a powerful combination of Arm core and Intel angstrom-era process technology advancements.
Terroni2105
Founding Member
The presentaction slides are already there ready but I don’t know how to copy them onto here. Here is a couple.
TechGirl
Founding Member
FrederikSchack
Regular
Australians already figured out that a sex doll can stay focused for hours:I wonder, perhaps a bit of a long bow to stretch, maybe?
Ford launches Britain’s first hands-free car
‘BlueCruise’ system allows motorists to use self-driving without touching the steering wheelwww.telegraph.co.uk
"Ford launches Britain’s first hands-free self-driving car
‘BlueCruise’ system allows motorists to use self-driving without touching the steering wheel
"Ford has launched Britain’s first hands-free self-driving car system after securing permission from the Department for Transport to allow motorists to let go of the steering wheel on motorways.
The company will charge £17.99-a-month to owners of its electric Mustang Mach-E vehicle for access to its “BlueCruise” system, which will drive the vehicle for motorists and allow them to take their hands off the wheel.
Once enabled, BlueCruise will allow drivers to travel at speeds of up to 70 miles per hour on UK roads, using radar and cameras to adjust speed, steer on bends and change position in a driving lane. Drivers will be monitored using an infrared camera to ensure they are paying attention to the road.
The system will be able to adapt to variable speed limits and come to a complete halt in traffic jams. It can adjust its position in the lane, for example when a large vehicle is passing, but not change lanes.
If a driver takes their eyes off the road, the system will show warning messages and audible alerts before slowing down the vehicle."
Frangipani
Regular
Too late, but I was gonna suggest put in “feline” and let them work out the mysterious symbolism… Could be anything from a real cat unhappy with the frequent malfunctioning of its current microchip cat flap to German company Rheinmetall interested in tech-upgrading their Leopard and Gepard (cheetah) tanks or possibly a Brainchip competitor in stealth mode…
feline
adjective
fe·line ˈfē-ˌlīnSynonyms of feline
1
: of, relating to, or affecting cats or the cat family
2
: resembling a cat: such as
a
: sleekly graceful
b
: SLY, TREACHEROUS
c
: STEALTHY
Last edited:
Evermont
Stealth Mode
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
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.
- 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.
Sirod69
bavarian girl ;-)
IoT For All 30.549 Follower:innen
3 Std. •
According to PwC, #AI could impact global GDP by $15 trillion! But this scale is only possible due to billions of #IoT #edge devices. Nandan Nayampally, CMO at BrainChip , joins Ryan Chacon on the IoT For All #podcast to discuss #AIoT plus:
➡ Use cases emerging with #edgeai maturity
➡ AIoT solution vs IoT solution
➡ Markets that will accelerate AIoT adoption
Watch the full podcast: https://lnkd.in/eRXqqdcx
Tothemoon24
Top 20
Virtual Investors Conference
Running time 30 minutes.
m.youtube.com
Running time 30 minutes.
Brainchip Holdings Ltd. (OTCQX: BRCHF | ASX: BRN): Virtual Investor Conferences
Live stream the Brainchip Holdings Ltd. (OTCQX: BRCHF | ASX: BRN) presentation from the April 13, 2023 Technology Virtual Investor Conference. To join the ev...
m.youtube.com
Last edited:
S
Straw
Guest
If I may add the following Re Akida 2.0 - development going "exceptionally well", "easily make Q3 if not sooner".
Seems to me that this is now confirmed as a slow burn. Doesn't appear to be any chance of a sudden ground-breaking announcement that will see a re-rate any time soon. The use of the term 'interested' when referring to customers doesn't really mean much in my opinion, it appears as though none are willing to commit to this new tech and are quite happy to wait and see what each new version will bring. 'AKD1000 never intended to be a revenue stream'....really? I thought Sean said the company would be self sustaining by Y/E 2022 on the back of AKD1000, perhaps I misunderstood. Personally I'm not expecting much from the next 4C or the AGM. Producing better and better chips/IP is fine but not if potential customers keep sitting on their hands waiting to see what's next. Nice, professional looking presentation though.
Well?
DollazAndSense
Regular
Seems to me that you don’t understand that Brainchip is the front runner of an emerging technology.
Neuromorphic computing is now starting to be widely researched. Demonstrations of Akida’s capabilities to get customers interest is one thing. To implement them in a customers end product will take time. Only then will a dotted line be signed.
NASA, Us Navy and AF are all still researching this field. It’s not a simple demonstration and sign straight up process. The technology has to be tailored for the use case.
Renesas, Megachips, Arm and Sifive are but a few partners that have confidence in Brainchip. If you can’t wait a few more months for a Renesas MCU with Akida IP to be released and to see results, then you strike me as quite impatient.
The groundwork of a fantastic ecosystem has been laid. No use being negative all the time if you’re going to keep holding a stake in the company.
DerAktienDude
Regular
A big thanks to Evermont for summarizing the presentation.
I agree with Foxdog. This presentation showed that communication with shareholders and the public in general was far from good in the past.
It's almost certain that we can not expect any significant revenue this year.
This means that revenue will start to kick in 2 years after what was forecasted, at best.
To all the people defending the management. Please stop ignoring the red flags that are blatantly obvious to anyone and ask critical questions at the AGM. Saying that the AKD1000 was never intended to be a revenue stream. It boils my blood to put it lightly.
That's my request to all Australian holders who will attend the AGM this year.
Please don't be in denial. Face that the management failed to communicate, failed to fulfill their promises and that most if not all revenue-related predictions were hollow words.
I agree with Foxdog. This presentation showed that communication with shareholders and the public in general was far from good in the past.
It's almost certain that we can not expect any significant revenue this year.
This means that revenue will start to kick in 2 years after what was forecasted, at best.
To all the people defending the management. Please stop ignoring the red flags that are blatantly obvious to anyone and ask critical questions at the AGM. Saying that the AKD1000 was never intended to be a revenue stream. It boils my blood to put it lightly.
That's my request to all Australian holders who will attend the AGM this year.
Please don't be in denial. Face that the management failed to communicate, failed to fulfill their promises and that most if not all revenue-related predictions were hollow words.
You might call it impatient and negative but I call it realistic......
Rise from the ashes
Regular
Ok so which version are we sticking with?It was previously mentioned where Tony stated along the line if a customer was using Akida they would be keeping it quite. IMO they must be a lot of NDA ready and waiting for release... IMO they're all waiting for each other to announce first in the mean time they're grinding away honing in on their products...Once the first one comes out I'm highly bullish they'll be a run on others all rush to be 2nd 3rd 4th...no one wants to jump out too early
@Foxdog ?
supersonic001
Regular
IoT For All on LinkedIn: The Evolution of AI in IoT | BrainChip's Nandan Nayampally
According to PwC, #AI could impact global GDP by $15 trillion! But this scale is only possible due to billions of #IoT #edge devices. Nandan Nayampally, CMO at…
Similar threads
