I totally agree - it's clearly coming. So many things lining up, there's no way this isn't going to take off. It's just the waiting game now. If other people are stupid enough to sell their shares then that's their problem . . .
The Brainchip website does say
God forgives you
Love ya workToday a mini report was released by Cambrian Ai covering the release of AKIDA Second Generation. The significance of this report cannot be overstated. I had held the opinion prior to reading this report that AKIDA Third Generation would be the IP that allowed Brainchip and its shareholders to capitalise on the obsessed CHATGpt technology world but I was clearly wrong.
Thank you Cambrian Ai for disclosing just what makes AKIDA Second Generation a potential love child of CHATGpt or more generally GenAi.
To explain why I hold the opinion that today's reveal by Cambrian Ai is of such significance I have set out here a series of FACTS which I believe justifies my opinion.
From CNN —
The crushing demand for AI has also revealed the limits of the global supply chain for powerful chips used to develop and field AI models.
The continuing chip crunch has affected businesses large and small, including some of the AI industry’s leading platforms and may not meaningfully improve for at least a year or more, according to industry analysts.
The latest sign of a potentially extended shortage in AI chips camein Microsoft’s annual report recently. The report identifies, for the first time, the availability of graphics processing units (GPUs) as a possible risk factor for investors.
GPUs are a critical type of hardware that helps run the countless calculations involved in training and deploying artificial intelligence algorithms.
“We continue to identify and evaluate opportunities to expand our datacenter locations and increase our server capacity to meet the evolving needs of our customers, particularly given the growing demand for AI services,” Microsoft wrote. “Our datacenters depend on the availability of permitted and buildable land, predictable energy, networking supplies, and servers, including graphics processing units (‘GPUs’) and other components.”
Microsoft’s nod to GPUs highlights how access to computing power serves as a critical bottleneck for AI. The issue directly affects companies that are building AI tools and products, and indirectly affects businesses and end-users who hope to apply the technology for their own purposes.
OpenAI CEO Sam Altman, testifying before the US Senate in May, suggested that the company’s chatbot tool was struggling to keep up with the number of requests users were throwing at it.
“We’re so short on GPUs, the less people that use the tool, the better,” Altman said. An OpenAI spokesperson later told CNN the company is committed to ensuring enough capacity for users.
The problem may sound reminiscent of the pandemic-era shortages in popular consumer electronics that saw gaming enthusiasts paying substantially inflated prices for game consoles and PC graphics cards. At the time, manufacturing delays, a lack of labor, disruptions to global shipping and persistent competing demand from cryptocurrency miners contributed to the scarce supply of GPUs,spurring a cottage industry of deal-tracking tech to help ordinary consumers find what they needed."
Cambrian Ai's mini paper on Brainchip and Second Gen AKIDA can be found via Cambrian Ai's Homepage at:https://cambrian-ai.com/
On their Homepage they state that they work with the following companies: Cerebras, Esperanto Technologies, Graphcore, IBM, Intel, NVIDIA, Qualcomm, Tenstorrent, SiFive, Simple Machines, Synopsys, Cadence and others.
In their mini paper they say many nice things but the significant parts in my opinion are found in the concluding paragraph which I have broken up into three points:
1. The second-generation Akida processor IP is available now from BrainChip for inclusion in any SoC and comes complete with a software stack tuned for this unique architecture.
2. We encourage companies to investigate this technology, especially those implementing time series or sequential data applications.
3. Given that GenAI and LLMs generally involve sequence prediction, and advances made for pre-trained language models for event-based architectures with SpikeGPT, the compactness and capabilities of BrainChip’s TENNs and the availability of Vision Transformer …second-generation Akida could facilitate more GenAI capabilities at the Edge.
In Summary:
There is a massive shortage of GPU chips to run GenAi and this shortage is going to extend into the next year and a half at least.
Cambrian Ai has told the World that they should be looking at AKIDA Second Generation to facilitate GenAi capabilities at the Edge.
If Cambrian Ai only pass on their opinion to their existing customer base this is still a very large portion of the technology market where AKIDA Second Generation could profitably be adopted.
As we all should know AKIDA technology reduces bandwidth by processing data collected at the EDGE into relevant meta data and in so doing reduces processing demand in the Cloud be it public or private.
Peter van der Made is on record stating that AKIDA technology at the EDGE doing its thing can reduce the use of power in the Cloud by up to 97%.
It just makes sense if you cannot get enough GPU’s to handle your GenAi workloads in the Cloud then one solution is to reduce the workload.
Cambrian is only stating the obvious when it asks companies to investigate what AKIDA Second Generation can do for them to facilitate their GenAi capabilities at the EDGE.
In my opinion there is no reason to doubt that Brainchip is finally on the cusp of publicly realising what we all have known for what seems like a lifetime. An EDGE technology revolution.
Validation of AKIDA technology Science Fiction has been coming thick and fast from diverse sources but of late the most impressive was from TATA researchers who found that AKIDA technology was 35 times more power efficient and 3.4 times faster than the Nvidia GPU that they were also trialling. I doubt that such findings by a company with the global presence of TATA will have been missed by those that matter in the technology space.
However this is my opinion only so be sure to DYOR.
Regards
Fact Finder
I still don't get why these guys don't leverage Brainchip's name in their Linkedin posts - I'm sure that there following what increase exponentially if they did!
Hi Jesse,I know @Diogenese is probably exhausted talking about Valeo but maybe he can explain again why he believes it is us?!
My reasons is, we have a joint development agreement with them asx announced back in June 2020, there is NOBODY right now or especially back then that has commercially available neuromorphic IP, can somebody allude me to another company that has commercial neuromorphic IP that was available back in 2020??
Nanden has recently said that they (Brainchip) have even worked on a prototype with Valeo, now what other prototype could it be?
It’s been 3 years since that announcement with Brainchip and Valeo and by 2024 rolls around it makes sense that it’s almost 4 years time to market, which is standard for the automotive industry.
We’ve got the confirmation from a 27 year veteran currently working at Valeo that they achieved Scala 3 through neuromorphic and spiking neural networks, they appear on our presentations as early adopters, it is us I bet my life on it (my opinion ASIC)
There may be a standalone announcement but as @Diogenese has said, we already have an asx announcement already about the joint development and the terms of it, as Brainchip will be paid when undisclosed milestones are met.
So when Sean Hehir says financials, I believe this will be one of them in the not too distant future, I’d say by March next year we would have had a stand-alone announcement about revenue owing to Brainchip as it will be substantial, if there’s let’s say $2 billion Aus, can Brainchip demand a 5% royalty? Well of course they can, but let’s just go with 2%, do the maths guys, and that will be reoccurring for many years and growing every year as more automotive companies adopt Scala3.
Also by years end I am expecting a launch customer and another 1-2 customers to sign, maybe I am expecting too much but that’s what I am thinking.
There is also companies as you all would know that just because there isn’t an asx announcement right now, does not mean that companies arent working on designing and implementing akida 1 or 2 as we speak.
It is very simple, you only have to read the announcements on all our partnerships in the last year and a half or so, they don’t say we will evaluate Brainchip, it says that Brainchip is basically the key differentiator and revolutionary and will start designing right away.
So, in my opinion, many companies as we speak are working on getting their prototypes working and getting ready to get to market for themselves and their customers.
Of course my opinion but this makes sense based on the research I have done!!
Yep it's coming
I'm thinking 01R stands for #1 RevolutionaryYep it's coming
BrainChip Sees Gold In Sequential Data Analysis At The Edge — Forbes
BrainChip has singled out such data processing needs as a key opportunity to apply its Akida technology, which specializes in Event-Based Processing and Spiking Neural...apple.news
Yes it's a sign and we hope we land a juicy contract very soon that will extinguish the shorters once and for all.
Hi @Mccabe84,
Yep it's coming
Prof. Dr.-Ing. Steven Peters has come up a couple of times in my research before.
Prof. Dr.-Ing. Steven Peters has come up a couple of times in my research before.
Prior to becoming full professor for automotive engineering at TU Darmstadt, he was actually working for MB for five years, and it is not hard to guess what project team he was on before returning to the world of academia full-time…
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