BRN Discussion Ongoing

Cardpro

Regular
I find it frustrating Rob liking this. Why is it that so many companies that various BRN staff "like", companies that give credit to so many others but never to Brainchip. Why is that?
If this company can publically thank all these massive companies, how come we never do..? How come they don't have NDAs?
 
  • Fire
  • Like
Reactions: 3 users

chapman89

Founding Member
Robs LinkedIn is his own so a “like” here and there from him on anything posted on that platform has nothing to do with Brainchip as a company, any suggestion otherwise is just hearsay.

I’d be more interested too see what the Brainchip LinkedIn account is “liking”, personally.

Hope everyone’s having a good day. Nice day here in Hawkes Bay, NZ.
Love Hawkes bay.
My ex gfs parents live there right near Waimarema beach, you would drive past their property. Beautiful place!
 
  • Like
  • Love
Reactions: 9 users

FlipDollar

Never dog the boys
I think the opposite rings true.

The marketing kid and Tony Dawe probably run the LinkedIn and other social media pages.

Rob Telson is the one sitting in board rooms presenting to and talking with potential customers about akida technology.

Rob knows everything going on under the hood so his likes are more valuable, despite his account not being an official company communication channel.
Fair play - everything’s open to interpretation at this point in time. Cheers 🍻
 
  • Like
Reactions: 3 users

McHale

Regular
The graph doesn't even show a dip lol
Standing by such a broad and undeniable fact is just deflecting.
The graph isn't even disagreeing with you!

You blame the left, you blame covid, you defend trump and for what?
Not only is this all completely irrelevant to BRN, there's nothing in this graphic to get mad about.


View attachment 41312


Edit: maybe we don't speak about it anymore, really not BRN friendly
Interesting, taking people to task for not looking carefully; the original post by equanimous, was speaking to the downgrade by Fitch ratings of US Gov't Bonds. And it was equanimous who put up the DXY chart, which is really just a long term inflation chart.

I don't need to look at a chart to tell you that US Gov't Bond rates do not have any particular correlation to the USD, but since you have a wont to be particular, take a look at a 10 year chart (2013 - 2023) of the ubiquitous US 10 year bond (treasury note) and compare it with a 10 year chart of the USD

The whole conversation is a waste of time, just certain people trying to take points on one certain other. I find the them and us annoying at times and today it is annoying and pointlessly incorrect enough to remark on it.
 
  • Like
  • Fire
  • Love
Reactions: 19 users

IloveLamp

Top 20


Screenshot_20230803_175645_X.jpg
 
  • Like
  • Love
  • Fire
Reactions: 61 users

TopCat

Regular
Infineon looking for someone to achieve their doctoral degree with the thesis on digital neuromorphic and risc-v architecture. To begin in October

IMG_3287.jpeg
IMG_3288.jpeg
 
  • Like
  • Fire
  • Love
Reactions: 40 users

IloveLamp

Top 20
  • Like
  • Haha
  • Wow
Reactions: 13 users
One thing that Ive sat back and though of many times is our many NDA's and how leakproof they have been. What I mean is surely if a company such as MB was about to integrate the best thing into their cars since sliced bread, there would be many, many employees at the company working on the project, and there would be some probability that one of them would have or may have (even accidently) let it slip to someone outside of the company the technology they are integrating?

How can all of them be that tight lipped when it comes to AKIDA....What are your thoughts
(PS I hope I'm wrong, and there is really some compelling case for our name to be kept totally secret).
 
  • Like
  • Thinking
Reactions: 13 users

Quatrojos

Regular

Bringing Touch to the Edge: A Neuromorphic Processing Approach For Event-Based Tactile Systems​


Harshil Patel; Anup Vanarse; Kristofor D. Carlson; Adam Osseiran

Published in: 2023 IEEE 5th International Conference on Artificial Intelligence Circuits and Systems (AICAS)
Date of Conference: 11-13 June 2023
 
  • Like
  • Love
  • Fire
Reactions: 35 users

Boab

I wish I could paint like Vincent
  • Like
Reactions: 20 users
  • Like
Reactions: 22 users

JB49

Regular
One thing that Ive sat back and though of many times is our many NDA's and how leakproof they have been. What I mean is surely if a company such as MB was about to integrate the best thing into their cars since sliced bread, there would be many, many employees at the company working on the project, and there would be some probability that one of them would have or may have (even accidently) let it slip to someone outside of the company the technology they are integrating?

How can all of them be that tight lipped when it comes to AKIDA....What are your thoughts
(PS I hope I'm wrong, and there is really some compelling case for our name to be kept totally secret).
I think once they are using akida we will know about it. We won't have to be guessing anymore. If you rememeber the ad that was aired during the US masters on the EQXX, they specifically marketed the term "neuromorphic". You can bet your bottom dollar once they are using akida their marketing will again highlight the fact that they are using neuromorphic computing.
 
  • Like
  • Fire
  • Love
Reactions: 32 users
One thing that Ive sat back and though of many times is our many NDA's and how leakproof they have been. What I mean is surely if a company such as MB was about to integrate the best thing into their cars since sliced bread, there would be many, many employees at the company working on the project, and there would be some probability that one of them would have or may have (even accidently) let it slip to someone outside of the company the technology they are integrating?

How can all of them be that tight lipped when it comes to AKIDA....What are your thoughts
(PS I hope I'm wrong, and there is really some compelling case for our name to be kept totally secret).
You’d lose your job at one of the lost prestigious companies in the world and all of you professional credibility that you’ve spent your life building… and gain nothing
 
  • Like
Reactions: 12 users

Terroni2105

Founding Member
  • Like
  • Love
  • Fire
Reactions: 23 users

Evermont

Stealth Mode
  • Like
  • Fire
  • Love
Reactions: 46 users
Organisational background from their most recent qtrly.

Organization
Oppenheimer Holdings Inc. ("OPY" or the "Parent") is incorporated under the laws of the State of Delaware. The condensed consolidated financial statements include the accounts of OPY and its consolidated subsidiaries (together, the "Company").Oppenheimer Holdings Inc., through its operating subsidiaries, is a leading middle market investment bank and full service
broker-dealer that is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (corporate and public finance), equity and fixed income research, market-making, trust services, and investment advisory and asset management services.

The Company is headquartered in New York and has 92 retail branch offices in 25 states located throughout the United States and offices in Puerto Rico, Tel Aviv, Israel, Hong Kong, China, London, England, St. Helier, Isle of Jersey, Munich, Germany, Portugal and Geneva, Switzerland as well as institutional businesses located in London, Tel Aviv, and Hong Kong. The principal subsidiaries of OPY are Oppenheimer & Co. Inc. ("Oppenheimer"), a registered broker-dealer in securities and investment adviser under the Investment Advisers Act of 1940; Oppenheimer Asset Management Inc. ("OAM") and its wholly owned subsidiary, Oppenheimer Investment Management LLC, both registered investment advisers under the Investment Advisers Act of 1940; Oppenheimer Trust Company of Delaware ("Oppenheimer Trust"), a limited purpose trust company that provides fiduciary services such as trust and estate administration and investment management; OPY Credit Corp., which from time to time may offer syndication as well as trading of issued corporate loans; Oppenheimer Europe Ltd., based in the United Kingdom, with offices in the Isle of Jersey, Portugal, Germany, and Switzerland, which provides institutional equities and fixed income brokerage and corporate finance and is regulated by the Financial Conduct Authority; Oppenheimer Investments Asia Limited, based in Hong Kong, China, which provides fixed income and equities brokerage services to institutional investors and is regulated by the Securities and Futures Commission.

Oppenheimer owns Freedom Investments, Inc. ("Freedom"), a registered broker dealer in securities, which provides discount brokerage services, and Oppenheimer Israel (OPCO) Ltd., based on Tel Aviv, Israel, which provides investment services in the State of Israel and operates subject to the authority of the Israel Securities Authority.
 
  • Like
  • Fire
  • Love
Reactions: 25 users

Tothemoon24

Top 20

Samsung, Hyundai back AI startup Tenstorrent: Everyone wants competition to Nvidia, says CEO Keller​

Nvidia's GPUs are not the end-game for AI, says Keller. 'When the aliens land, I don't think they'll be asking us did we invent CUDA.'
tiernan-ray

By Tiernan Ray, Contributing Writeron Aug. 3, 2023



  • Blue chips of various sizes

sankai/Getty Images
Chip giant Nvidia is the most powerful force in artificial intelligence today, more powerful than Microsoft, Google, or OpenAI. Its GPU chips are the dominant form of computing in the industry for programs such as ChatGPT. A raft of startups have failed to stem that dominance despite years of trying.

And yet, the world still hungers for competition, and Nvidia may be vulnerable because, some believe, the economics of Nvidia's dominance cannot be sustained.

"Nvidia has monopoly [profit margins]," said Jim Keller, CEO of AI chip startup Tenstorrent, in an exclusive interview with ZDNET. "If you want to go build a high-performance solution with AI inside of it, Nvidia will command most of the margin in the product. The problem with the winner-take-all strategy is it generates an economic environment where people really want an alternative."

Keller is a rockstar of the computer-chip world, known for a long string of chip successes, from turning around Advanced Micro Devices's processor business to creating the basis of Apple's custom processor business to building Tesla's Autopilot chip platform. He believes the industry's frustration with Nvidia's control, and the emerging technology of RISC-V, have opened a path for alternatives.

They are a technology leadership company," said Keller of Hyundai, "They are making money and investing it in technology because they see a path to building next-generation products with AI."

Also: How to achieve hyper-personalization using generative AI platforms

More to the point, Hyundai "want to build their own products and to hit the cost points and, and performance points," said Keller. "You can't give 60% gross margin to Nvidia for standard product, to be honest, and they're looking for options."

Hyundai's executive vice president and head of the global strategy office, Heung-soo Kim, said in prepared remarks, "Tenstorrent's high growth potential and high-performance AI semiconductors will help the Group secure competitive technologies for future mobilities."

With this investment, the Group expects to develop optimized but differentiated semiconductor technology that will aid future mobilities and strengthen internal capabilities in AI technology development."

tenstorrent-hmg-contract-2023

Keller and Hyundai Motor Co. Executive Vice President and Head of the Global Strategy Office, Heung-soo Kim.
Tenstorrent
Samsung's investment makes particular sense for one of the world's largest contract makers of semiconductors. The company has produced many of the chips for which Keller is famous, including the Tesla Autopilot. Samsung knows that from tiny acorns come mighty oaks, and today's startup could be tomorrow's big customer for chip-making.

Also: These tiny mushroom-based chips could power your devices and help save our planet

The head of Samsung's Semiconductor Innovation Center, Marco Chisari, said in prepared remarks, "Tenstorrent's industry-leading technology, executive leadership, and aggressive roadmap motivated us to co-lead this funding round," adding, "We are excited by the opportunity to work with Tenstorrent to accelerate AI and compute innovations."

Keller lauded companies both in prepared remarks announcing the funding, stating, "The trust in Tenstorrent shown by Hyundai Motor Group and Samsung Catalyst Fund leading our round is truly humbling."

For Keller, who has many times overbuilt the world's fastest chips, the argument is principally economic, but also heavily technological.

"I don't believe this is the end game for AI at all," he said, meaning, "GPUs running CUDA and PyTorch."

"When the aliens land, I don't think they'll be asking us, Did we invent CUDA?" quips Keller, referring to Nvidia's software platform for running those neural networks.

"While GPUs have success today, they're not the obvious best answer, they're more like the good-enough answer that was available," said Keller of the dominance of Nvidia chips such as the H100 "Hopper" GPU, which is Nvidia's leading product for running neural networks.

Also: Generative AI and the fourth why: Building trust with your customer

The more-advanced generative AI models, especially those coming from the open-source software community, will lead to a profound change in the field's distinction between training and inference. "I think the AI engine of the future… will have a fairly diverse set of capabilities that won't look like inference versus training," but more like a fusion of the two.

He concedes that Nvidia built an incredible lead in AI by co-founder and CEO Jensen Huang's wise decision to focus the company's efforts on software very early.

"The AI software challenge is harder than anybody thought, to be honest," observed Keller. "Most of the AI startups were started by hardware guys." Nvidia, he noted, "had a longer investment in that software stack, partly because they invested in HPC," high-performance computing, which is for complex scientific workloads, "when nobody wanted to," said Keller. That required special programming frameworks to be developed for the GPU. "They invested and they got some stuff to work."

But, said Keller, the world is changing. The rise of open-source alternatives to CUDA, the various AI frameworks such as TensorFlow and PyTorch, and the open-source models created by companies such as Stability.ai and MosaicML, and hosted by hubs such as Hugging Face, are promising, he said. "The intriguing thing is the amount of open source collaboration that's happening on the software front, which we need to match on the hardware front."

To match that open-source effort in hardware, Keller is betting on RISC-V, the open-source chip instruction set that was developed over a decade ago at the University of California at Berkeley by a peer of Keller's, the renowned chip pioneer Dr. David Patterson and his colleagues.

Also: AI will change the role of developers forever. Here's why that's good news

For Keller, who is an astute problem solver on a grand scale, there is something crucial that is coming together on the economic front and the technological front. It seems akin to other moments in technology when Keller made a profound impact, often against the prevailing wisdom in the industry.

"I like to explore the space and understand it and then do something," he said.

At the legendary Digital Equipment Corp., in the 1980s and 1990s, he built the world's fastest chip at the time. One of Keller's former startups, P.A. Semi Inc., was bought by Apple in 2008 and became the basis for the "A-series" silicon that now powers all Apple devices, an unlikely break from Intel. Tesla was "just a small engineering company" turning out no more than a quarter-million cars when Keller lead a team to develop the hardware for Tesla's Autopilot, now in every car.

He resuscitated AMD's moribund chip development at a time when "Everybody told me AMD was going to go bankrupt," Keller recalled. His efforts laid the foundation that not only brought the company back from the brink but turned it into a chip powerhouse.

In Tenstorrent, founded in 2016, Keller saw something intriguing. The company has focused on the chip opportunity in the explosion in size of deep learning AI models such as OpenAI's GPT, programs that demand greater and greater performance.

Also: GPT-3.5 vs GPT-4: Is ChatGPT Plus worth its subscription fee?

Keller, who had been an angel investor in Tenstorrent when he was still at Tesla, knew founder Ljubisa Bajic, who had worked for Keller at AMD. "I had a chance to look at a whole bunch of proposals for AI engines, and I thought what he was doing was quite interesting," recalled Keller.

He was interested enough to take the top spot at Tenstorrent in January of 2021. "It [Tenstorrent] was on some level a research project, and I felt that we were starting to figure out what the research project was," he explained.

What is clear, said Keller, is that the arrival of AI is merging with the arrival of RISC-V and the economic pressure of Nvidia's dominance.

"Computation will be dominated by AI" moving forward, said Keller. The generative neural networks that Tenstorrent was built to address, as they increase in scale, are demanding more and more silicon horsepower, and so they are coming to dominate all chip design.

As in his past efforts, Keller didn't simply adopt the playbook as he found it at Tenstorrent. He has made the surprising decision to not only continue with the dedicated AI chips but to also build a general-purpose CPU that can handle the management of the AI chips.

"We decided to build a RISC-V processor to be a general-purpose computing companion to the AI processor because general-purpose computing and AI are gonna work together, and they need to be tightly embedded."

To do so, "I hired some of the best designers from AMD, Apple, and Nvidia," said Keller, who said he's into "the team adventure." "We have a great CPU team; I'm really, really excited about it."

Also: AMD vs. Intel: The top gaming CPUs for pros, creators, and casual players

At one time, ARM, the privately held unit of SoftBank Group, which is preparing for an initial public offering, was a potential savior for the chip industry caught between Intel and Nvidia's dominance. That has changed said Keller. "I talked to ARM quite a bit, and ARM had two big problems," observed Keller.

"One is they're way too expensive now," he said. What had been a workable economic situation for companies licensing ARM's technology has turned into a matter of constantly raising prices, demanding a higher and higher percentage of the products customers built with ARM's technology.

The other problem, he said, is that ARM wouldn't make changes to the fundamental instructions to accommodate new forms of handling data that AI requires. "AI is changing fast," Keller observed. He turned to Silicon Valley startup SiFive, which has made a business licensing a version of chip CPUs based on RISC-V. "They [ARM] didn't wanna make the modifications I needed on my next chip; SiFive said, 'Sure.'"

With RISC-V, both Tenstorrent and its customers can have control, Keller emphasized, unlike dealing with a monopolist. "Another design mission was, how do you build great technology where people have the rights to license?" he said.

As a result of the openness of RISC-V, "Slowly RISC-V is gonna replace everything," said Keller, meaning, ARM, Nvidia's own instruction set, and the legacy x86 code on which the Intel empire is built.

In addition to the new RISC-V-based CPU, the Tenstorrent AI accelerator is undergoing a massive change to embed RISC-V capability inside of it. "Our AI engine has a large matrix multiplier, a tensor processor, a vector processor, but it also has five little RISC-V processors that basically issue the AI instruction stream," explained Keller.

The company is just starting to sell its first two generations of chips and is rapidly moving to have first silicon of a third generation and working on the fourth.

The Tenstorrent business will have several avenues to make money. The general-purpose CPU being designed is a "high-end processor" that "has licensing value," and then there's the AI accelerator chip that is both a part the company can sell but "also a RISC-V AI engine that other people could license."

There should be plenty of takers given that industry is chaffing at the Nvidia tax, as one might call the high prices of H100 and the other parts.

"I've talked to a lot of people who it's not so much that they dislike Nvidia as a technology, or they dislike Jensen [Huang]," he said.

It's purely a business matter.

Also: 4 ways to detect generative AI hype from reality

"I've talked to power-supply companies, microcontroller companies, autonomous driving startups, data center edge server makers," he said. "If you make your own chip and you want an AI engine in there, you can't put a $2,000 GPU in it," he observed. "I talked to two robotics companies who basically had the same line: I can't put a $10,000 GPU in a $10,000 robot."

Of course, Nvidia seems these days like a company with no competition. It routinely dominates benchmark tests of chip performance such as MLPerf. Its data center business, which contains the AI chips, towers above the AI sales of Intel and Advanced Micro Devices. The unit may double in revenue terms this year, to $31 billion, almost two-thirds of all of Intel's annual revenue.

A raft of startups packed with incredibly talented engineers, such as Cerebras Systems, Graphcore, and Samba Nova Systems, have failed to make a dent in Nvidia, despite the fact that everyone knows everyone wants an alternative to Nvidia.

None of that phases Keller, who has fought and won many battles in a lifetime of chip design. For one thing, those companies haven't leveraged RISC-V, which is a game-changer, in his view. "If we had come up with the open-source RISC-V AI engine five years ago" that Tenstorrent is now building, said Keller, "Then 50 startups could have been innovating on that rather than solving the same problem 15 different ways, 50 different times," as Cerebras and others have been doing.

On a simpler level, people always assume the status quo will stay in place, and that's never the case.

"The war for computation has been over many times," mused Keller. "Mainframes won it, and then mini-computers won it, and then workstations won it, and then PCs won it, and then mobile won it -- the war has been won, so let's start the next battle!"

On an even simpler level, "I think computers are an adventure," he said. "I like to design computers; I'm into the adventure."
 
  • Like
  • Fire
  • Love
Reactions: 37 users

TopCat

Regular
This is an industry I hadn’t considered before but TCS believe AI ML will be part of its future.


We believe paint and coatings companies must focus on making their manufacturing operations flexible, agile, and resilient, especially after the pandemic, as reducing costs and improving productivity have become crucial to avoid squeezing margins. Smart factories equipped with a well-connected ecosystem of people, process, and technology impart a cognitive capability, where self-monitoring and controlling critical parameters by equipment make autonomous operations a reality. Paint and coatings manufacturers can also leverage AI and ML to receive intelligent and timely alerts on diagnostic, predictive, and prescriptive maintenance for improving machine availability, quality, and throughput. A good example is that of Asian Paints: they created a digital twin for production processes using AI on the data collected from various assets. Digitalization reduced the cycle time for the firm by 7%.

I couldn’t find a date for the above article but it was attached to an article by TATA on the future of Spiking Neural Networks - the building blocks of AI innovation 😀

 
  • Like
  • Love
Reactions: 17 users

Worker122

Regular
One thing that Ive sat back and though of many times is our many NDA's and how leakproof they have been. What I mean is surely if a company such as MB was about to integrate the best thing into their cars since sliced bread, there would be many, many employees at the company working on the project, and there would be some probability that one of them would have or may have (even accidently) let it slip to someone outside of the company the technology they are integrating?

How can all of them be that tight lipped when it comes to AKIDA....What are your thoughts
(PS I hope I'm wrong, and there is really some compelling case for our name to be kept totally secret).
I reckon the team at Brainchip are watertight,
It’s hard to Imagine that it’s as tight everywhere else.
Having said that I don’t think there has been any sign of of that sort of thing yet. If there is a leak of good news we will all ride up with the surge.
There will not be any bad news. ;)
 
  • Like
  • Fire
  • Love
Reactions: 15 users
Top Bottom