BRN Discussion Ongoing
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alwaysgreen
Top 20
What is our cut of the $1 billion?
1% is $10 million - not really a company maker but a good start!
3% - getting there.
Unfortunately, we don't have the figures for this. Also, we don't have a signed license agreement with Valeo yet. Hopefully an announcement prior to production?
SERA2g
Founding Member
I know you're a hard man to please based purely on your daily comments on this forum.
Consider this, Brainchip would benefit strongly from akida being implemented into a very significant product. We've had Mercedes say we're the bees knees, but akida still isn't in the market in a product that gives that final stamp of approval to confirm akida is the real deal. We still have people like shareman gallavanting around HC telling people our CEO has confirmed no one wants our technology with impunity.
LiDaR technology is cutting edge. It'll be an extremely big and rapidly growing market by 2030, probably even sooner.
If akida is at the forefront of Valeo's entry into that market the impact of akida's involvement will be more to Brainchip than just the revenue coming out of that involvement.
You should think about the bigger picture.
alwaysgreen
Top 20
Please don't tell me how to think.
I'm a huge supporter and cheerleader for Brainchip and hold more shares than I probably should. I sold 9% of my holding at $2.13 but haven't sold another on the way down.
I'm just referring to your comment that our involvement with Valeos $1 billion order (which is currently not confirmed to be us), is company making. That is extremely misleading given the likely royalties would be in the vicinity of 1 or 2 percent (happy to be proven wrong). It wouldn't even cover our current outgoings.
I'm all for supporting Brainchip but throwing out comments like that could cause an uninformed investor to splash their hard earned on pure speculation.
alwaysgreen
Top 20
SERA2g
Founding Member
Please point out where I said akida is in Valeo's LiDaR.
I've highlighted some key words for you below to assist with reinterpreting my post.
The one requirement for it to be company making would be that akida needs to be involved. I did not say it was and I don't think I need to point out that akidas involvement is a requirement as it is blindingly obvious that is the case.
"It was very telling at the time and this forum lit up with people having a laugh and assuming that akida was all but assured to be Valeo's chosen technology for their LiDaR purely based on the presenters response and demeanour when answering/avoiding the question.
Since then, I don't think there have been any addition dots joining akida/Scala 3 LiDaR together, until now.
It is possible Nandan has let slip a biggie."
Edit: Re your 9% holding at $2.13, that does suck. I have been buying on the way down when I've felt there's value in buying. I think the most I've paid is in the 90s but it was a small amount. I've always had the attitude that I'm buying this for the long term and that any shares bought under $1 will be considered 'good buying' when we fast forward to the future and see where Brainchip goes. If Brainchip achieves the success I personally believe it'll achieve, your $2.13 shares will be good buying also.
Brainchip won't "be successful" and remain a $1 share forever.
It'll either fail completely or succeed significantly. I don't think there's an in-between for a company like Brainchip.
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Tothemoon24
Top 20
Could Intel be adding some secret sauce later this year …
Intel’s new laptop chips could leave the MacBook in the dust - here’s how
By Christian Guyton,17 hours ago
Intel’s had a fairly rough start to 2023, but there could be good news on the horizon for the company: namely, the upcoming Meteor Lake CPUs. According to well-respected hardware leaker Moore’s Law Is Dead (MLID) on YouTube , inside sources have suggested that the new chips could be among the best processors ever made – and cause problems for all of Intel’s key competitors, but in very different ways.
The first area to discuss is the Intel integrated GPU (iGPU) that’ll come loaded on the new Meteor Lake chips, which are expected to launch later this year, but apparently only for laptops. Intel’s Iris Xe integrated graphics have made a reasonable case for ditching dedicated graphics cards so far, but if MLID’s info is accurate, the new chips could provide a huge boost to integrated graphical performance.
Amusingly, MLID’s source is in fact not from Intel, but rather from a leaked internal slide from AMD, comparing its new ‘Phoenix’ APUs to Nvidia GPUs and a predicted performance stat for a 45W Meteor Lake chip. As MLID notes, AMD placed the Intel chip just behind its competing Phoenix Ryzen chip, but it’s possible – likely, even – that AMD is underestimating here.
In terms of graphical performance, that places the new Meteor Lake chip somewhere between the Nvidia GTX 1650 and RTX 3050 . Sure, the 1650 might be three years old at this point, but it’s the most popular GPU at the time of writing according to Steam’s Hardware Survey .
This could spell trouble for Nvidia; I’ve meditated in the past on the prospect of integrated graphics replacing dedicated GPUs altogether, and this looks like a step in that direction. It might prove worrisome for AMD too, which has been pushing ahead with iGPUs for ultra-thin gaming laptops and devices like the kick-ass Asus ROG Ally .
Power is everything - even for Apple
Of course, the Apple M2 chips found in laptops like the 2022 MacBook Air will probably still just about outperform these chips in terms of raw graphical capabilities (the base M2 is roughly comparable to an Nvidia RTX 3060) – but boosted iGPU power isn’t all Intel has up its sleeve.MLID claims that laptop manufacturers could be looking at a serious step up in battery life with Intel’s new chips – something that Apple’s MacBooks have long lorded over competing hardware. The removal of a discrete GPU as a hardware requirement will save a lot of power, as well as potentially creating more space inside a laptop chassis for a bigger battery.
We’ve noted in the past that Meteor Lake could be amazing for laptop batteries, and this is further proof. With these new chips, the best ultrabooks could finally compete on a meaningful level with the incredible battery life of the latest MacBook Pro 14-inch (2023) , without compromising on performance.
We really might not be that far off from seeing some amazing gaming laptops running on iGPUs; for whatever it’s worth, I really hope Intel (and AMD) can deliver. And based on the quarter it’s had, I’m sure its execs do, too…
Intel's problems are not unique to the California-based company; every tech firm has been struggling, between the war in Ukraine, manufacturing backlogs from COVID lockdowns, and a litany of global economic issues. An overall drop in laptop sales across the board hasn’t helped.
But Intel has been badly hit – as our friends at PCGamer have reported, Team Blue reported record losses in its most recent financial results, losing a whopping $2.8 billion in just three months, accompanied by a brutal 36% drop in overall revenue compared to the same period in 2022.
In a recent corporate statement, Intel claimed that it is “focused on identifying cost reductions and efficiency gains through multiple initiatives”, which is a polite way of saying that budgets will be slashed and staff will be let go. Here's hoping the new chips can steady the ship.
cosors
👀
For me it's the glass half full thing. We had a presentation with ARM. Who would have taken that as a given a year ago? No matter how quick or how cogent. It's always too slow or boring for some. It was a first presentation. Maybe a second round will come and then off to the workshop and practical examples?So all hype and nothing more than usual? Just woke up and haven't watched presentation yet. But based on comments here, seems not much news or rocket fuel was provided.
Guess the moon and retirement have to wait another week
Nvidia's share price is about $AU400, and its market cap about $AU1 trillion. I think BRN has a lot more headroom.
It is true that the bird in the hand is laying more golden eggs at the moment, but that's chicken feed compared to BRN over the next few years.
Tothemoon24
Top 20
Qualcomm don’t muck around,
Qualcomm hits accelerator on connected vehicles with Autotalks acquisition plan
Adding mileage to its strategy to go up a gear with its automotive offers, mobile platform provider announces intention to buy specialist vehicle-to-everything fabless semiconductor company
- Joe O’Halloran, Computer Weekly
Mobile platform giant Qualcomm has announced that subsidiary Qualcomm Technologies has entered into a definitive agreement to acquire fabless semiconductor company Autotalks.
Dedicated to vehicle-to-everything (V2X) communications since 2009, Autotalks provides automotive qualified dual-mode global V2X services compatible with multiple V2X standards designed to reduce collisions and improve mobility.
Putting the acquisition plans into context, Qualcomm noted that connectivity continues to play a pivotal role in the automotive industry’s digital transformation as it lays the foundations for next-generation software-defined vehicles that will enable new business models while transforming the driving experience with new services, personalisation, and most importantly, safety. It sees V2X communication technologies, designed to enable vehicles to communicate with one another and to their surrounding environment, as playing an increasingly important role as they become critical sensors for automotive safety systems.
Specifically, Qualcomm is confident that the combination of Autotalks’ expertise and industry-leading products with its 20 years of automotive industry experience and commitment to V2X aims will help accelerate the development and adoption of V2X offerings to improve traffic efficiency and help with driver and road user safety.
Through the acquisition, subject to customary regulatory requirements, the production-ready, dual mode Autotalks standalone safety offerings will be incorporated into Qualcomm Technologies’ expanding Snapdragon Digital Chassis product portfolio, the company’s comprehensive set of cloud-connected automotive platforms.
“We have been investing in V2X research, development and deployment since 2017 and believe that as the automotive market matures, a standalone V2X safety architecture will be needed for enhanced road user safety, as well as smart transportation systems,” said Nakul Duggal, senior vice-president and general manager of automotive at Qualcomm Technologies. “We share Autotalks’ decades-long experience and commitment to build V2X technologies and products with a focus on solving real-world road user safety challenges. We look forward to working together to deliver global V2X solutions that will help accelerate time-to-market and enable mass-market adoption of this very important safety technology.”
Hagai Zyss, CEO of Autotalks, added: “It has been our mission to revolutionise safety for the transportation and automotive industry through our V2X solutions. We are confident that by combining our knowledge and expertise, we will not only deliver strong V2X products that will enhance transportation efficiency and safety for road users, but will accelerate widespread adoption of V2X. We look forward to serving the auto industry together with Qualcomm and to bring the best technologies to market.”
Read more about V2X technologies
- Connected drivers gain most from V2X with prior knowledge of capabilities: Study reveals attitudes towards common traffic issues and complications, and a number of potential benefits of vehicle-to-everything technology.
- 5G drives connected car surge: Study predicts total number of car connections will soar from 279 million in 2022 to 829 million in 2030 as 5G connectivity adds more value because of additional applications it will enable.
- Fibre expansion paves way for V2X technology in Colorado: US state wants to enable highway automation by building smart, connected infrastructure it says can save lives. But to get roadside devices online throughout the state, it's going to need a bigger fibre optic connection.
- Edge computing key for rapid Industry 4.0 adoption: As edge computing is set to disrupt many sectors in the Industry 4.0 era, study finds edge computing holds a promise to dramatically improve data processing for mission-critical applications and accelerate uptake.
“In this space, V2X communication technologies are increasingly important, and essential to ensure the safety of automotive systems, so we welcome these joint efforts.”
Scott Miller, vice-president of software-defined vehicle and operating systems at General Motors, said: “There are a number of promising benefits that V2X applications could deliver at scale, and we are eager to continue to work with companies like Qualcomm to find ways to bring those benefits to customers.
“The shift to electrification continues to pave the way for new innovations and technologies that will transform the customer experience, and GM is committed to moving quickly to do that in vehicles today and in the future.”
cosors
👀
Hi to all,
maybe of interest for some of you: "Mobileye does not apply for approval for autonomous driving"
excerpt: "Mobileye, the Israeli subsidiary of U.S. chipmaker Intel, will not seek approval for an autonomous driving vehicle. Handelsblatt learned this as part of the federally supported pilot project "AI-based Regular Operation of Autonomous On-Demand Transport" (Kira).
The project was intended to transport a total of 15 self-driving cars in public transport as a shuttle service for the first time worldwide. Some of the vehicles were to operate in Darmstadt, the others in Offenbach. In order to use such vehicles, type approval from the German Federal Motor Transport Authority is mandatory.
The Federal Ministry of Transport confirmed corresponding information about the setback for autonomous driving. The ministry was "informed about this decision," a spokesman told Handelsblatt. "This decision is a corporate decision, the reasons are not known to the ministry.""
at the same time: "Porsche concludes comprehensive cooperation with Mobileye"
excerpt "The Volkswagen Group is expanding its cooperation with the Israeli Intel subsidiary Mobileye. The tech company will produce driver assistance systems in series with sports car manufacturer Porsche in the future, both companies announced on Tuesday. Currently, the VW Group is already cooperating with Mobileye on automatic lane keeping and changing.
Through the new cooperation, Porsche intends to offer automated assistance as well as navigation functions, also known in technical jargon as Level 2+ of automated driving. In this level, drivers are allowed to take their hands off the steering wheel, but must continue to keep their eyes on the road to be able to intervene at any time."
Automatisiertes Fahren: Porsche schließt umfassende Kooperation mit Mobileye
Mit dem israelischen Tech-Unternehmen setzt Porsche auf einen konzernbekannten Partner. In der Belegschaft macht man sich Sorgen über Ähnlichkeit mit anderen Kooperationen.www.handelsblatt.com
"Porsche taps Mobileye for automated driving functions in future models
Tue, May 9, 2023
Porsche has partnered with Mobileye, the autonomous driving unit that Intel spun out into a public company last year, to bring hands-free automated assistance and navigation functions to future sports cars, the companies said Tuesday.
In the upcoming collaboration, Mobileye's branded SuperVision technology platform will serve as the foundation for advanced driver assistance systems (ADAS) in Porsche's future vehicles. SuperVision allows cars to follow navigation routes, autonomously change lanes and automatically overtake slower vehicles on multilane roads, according to Mobileye. The company even boasts that its system allows drivers to take their hands off the steering wheel on certain types of roads, as long as they remain visually alert should they need to take control of the vehicle. SuperVision relies on a series of cameras and supporting radar to perceive the surrounding environment.
The partnership comes several months after Porsche's parent company, Volkswagen, and Ford pulled their investments into autonomous vehicle technology company Argo AI, resulting in the startup's shutdown. Argo was developing Level 4 autonomous vehicle technology, which would allow the vehicle to handle all aspects of driving in certain conditions without human intervention, according to SAE.
The company had already begun partnerships with Lyft to offer public robotaxi services in several cities. The services, however, were not yet charging passengers, and the path to market for robotaxis grew longer and murkier by the day. Ford and VW decided to prioritize nearer-term profits gleaned from ADAS rather than moonshot bets like full-scale autonomy.
When Volkswagen ended its deal with Argo AI, it reportedly expanded its cooperation with Mobileye. VW's software unit Cariad already had a relationship with Mobileye to develop highly automated and autonomous driving technologies. Cariad is also working with Bosch, Qualcomm and China's Horizon Robotics to the same ends.
“Mobileye is one of the world’s leading providers of automated driving functions. This technology will help us forge ahead with our strategy of modern, sporty luxury,” said Oliver Blume, chairman of the executive board of Porsche, in a statement. “We are combining an outstanding product with a highly personal experience. The desires and lifestyles of our customers are important to us. We want to exceed expectations again and again.”
Porsche will fully integrate Mobileye's ADAS into its future models. The company's in-house engineers will develop custom systems to monitor the driver's attention, according to Mobileye.
“In most situations, drivers will continue to want to drive a Porsche themselves in the future -- and will be able to do so at any time," said Michael Steiner, a board member for R&D at Porsche and head of development at VW Group. "This said, there are certain aspects of partially automated driving that we are interested in. Intelligent systems like Mobileye SuperVision technology can aid the driver in everyday situations, for example by not having to keep their hands on the wheel the entire time in traffic jams.”
Porsche did not say when customers would see Mobileye's technology on future models, nor which models would feature SuperVision. The company did say other VW Group brands will be able to adopt SuperVision as a platform solution."
https://news.yahoo.com/porsche-taps-mobileye-automated-driving-110052245.html
Hope they’re following NASA’s lead..
www.hpcwire.com
May 8, 2023
The European Space Agency is investigating many ways to boost computing capabilities in space, and one of the processors it is backing is close to release.
The space agency is part of a group developing an open-source processor called Occamy, which is based on RISC-V. The chip was closer to completion and is now being assembled after being taped out late last year, researchers said during a presentation at last month’s Design, Automation and Test in Europe Conference.
The 432-core chip is an interesting combination of old and new tech, and has been designed using the relatively new chiplet approach. The chiplet design allows the mixing and matching of old and new technologies – such as analog or digital processors – inside a chip package.
Occamy is a low-power chip for AI and high-performance computing workloads. AI workloads today largely rely on accelerators like GPUs and AI cores for training and inferencing, and the researchers hope the open-source chip could also be used in earth-bound AI workloads.
European Processor Designed for Use in Space Taped Out
The European Space Agency is investigating many ways to boost computing capabilities in space, and one of the processors it is backing is close to release. The space agency is part of a group developing an open-source processor called Occamy, which is based on RISC-V. The chip was closer to...
www.hpcwire.com
May 8, 2023
The European Space Agency is investigating many ways to boost computing capabilities in space, and one of the processors it is backing is close to release.
The space agency is part of a group developing an open-source processor called Occamy, which is based on RISC-V. The chip was closer to completion and is now being assembled after being taped out late last year, researchers said during a presentation at last month’s Design, Automation and Test in Europe Conference.
The 432-core chip is an interesting combination of old and new tech, and has been designed using the relatively new chiplet approach. The chiplet design allows the mixing and matching of old and new technologies – such as analog or digital processors – inside a chip package.
Occamy is a low-power chip for AI and high-performance computing workloads. AI workloads today largely rely on accelerators like GPUs and AI cores for training and inferencing, and the researchers hope the open-source chip could also be used in earth-bound AI workloads.
Bravo
If ARM was an arm, BRN would be its biceps💪!
Well if Nandan let something slip then it didn't really register with me. I've always been of the opinion that the "secret sauce" behind Valeo's Scala 3 was literally one of the world's worst-kept secrets.
alwaysgreen
Top 20
Thank you for the lesson in comprehension. I'll interpret what you said how I spelled it out last time. You implied that our involvement with Valeo and their $1 billion sale would be a company maker for us. It will be a very nice little earner but I disagree that it will be a company maker. Let's move on.
I think you may need to take some of your own advice regarding what I wrote in relation to my holding and "sale" not purchase of shares at $2.13.
misslou
Founding Member
And yes I am a hard man to please
Attachments
Fullmoonfever
Top 20
Coming up in June.
Some big hitters attending and I'm hoping one of the speakers maybe has something to say about us and maybe, just maybe, have some Akida info and displays at their stand.
incabin.com
emotion3D
Previously, Michael worked as project manager at Siemens, where he was responsible for setting up a computer vision team in Vienna. In addition, he led collaborative scientific and Siemens-internal innovative projects in the field of 3D computer vision in the context of smart buildings / smart cities. Michael also worked as a strategist for the entire image processing team.
He graduated with honors in 2013 from the PhD program in Computer Vision at the Vienna University of Technology, after finishing his diploma studies in Computer Science at the FH Salzburg. During his doctoral studies, he worked as a project assistant at the Vienna University of Technology and as a project manager at CogVis GmbH, Vienna. He was responsible for project acquisition/project development (including communication and cooperation with research funding agencies in Austria and at EU level) and project implementations as well as for the implementation of many image processing solutions.
In addition, he worked as a visiting scholar for several months at the ETH Zurich. Michael has published several papers at international conferences.
To sum it up, Michael has 15+ years of experience as CTO / project manager / strategist / lead software engineer / senior scientist in the field of 3D computer vision and image and video processing. His expertise mainly focuses on management and strategic development of computer vision / machine learning projects and solutions for mainly automotive
Stand Number: 31
emotion3D
Premium Exhibitor
Some big hitters attending and I'm hoping one of the speakers maybe has something to say about us and maybe, just maybe, have some Akida info and displays at their stand.
SPEAKERS AT INCABIN BRUSSELS
A leading line-up of distinguished influencers and specialists at the forefront of in-cabin technology will be joining us in Brussels
Brussels Speakers
InCabin brings together the biggest names from across the supply chain with an extensive agenda across two tracks
incabin.com
MICHAEL HOEDLMOSER
CTOemotion3D
About Michael Hoedlmoser
Michael Hödlmoser is engaged as CTO at emotion3D. He is responsible for planning and development supervision for all the solutions the company currently provides. Further duties include the company’s technical roadmap definition, product development and software architecture tasks.Previously, Michael worked as project manager at Siemens, where he was responsible for setting up a computer vision team in Vienna. In addition, he led collaborative scientific and Siemens-internal innovative projects in the field of 3D computer vision in the context of smart buildings / smart cities. Michael also worked as a strategist for the entire image processing team.
He graduated with honors in 2013 from the PhD program in Computer Vision at the Vienna University of Technology, after finishing his diploma studies in Computer Science at the FH Salzburg. During his doctoral studies, he worked as a project assistant at the Vienna University of Technology and as a project manager at CogVis GmbH, Vienna. He was responsible for project acquisition/project development (including communication and cooperation with research funding agencies in Austria and at EU level) and project implementations as well as for the implementation of many image processing solutions.
In addition, he worked as a visiting scholar for several months at the ETH Zurich. Michael has published several papers at international conferences.
To sum it up, Michael has 15+ years of experience as CTO / project manager / strategist / lead software engineer / senior scientist in the field of 3D computer vision and image and video processing. His expertise mainly focuses on management and strategic development of computer vision / machine learning projects and solutions for mainly automotive
Stand Number: 31
emotion3D
Premium Exhibitor
alwaysgreen
Top 20
Who is saying otherwise??? I just said that the $1 billion order for Valeo is not a company maker for Brainchip.Valeo is potentially a huge deal for Brainchip. Not sure why anyone would be saying otherwise ...mmm
This forum has gone bonkers.
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