Shadow59
Regular
Wish I could too! Unfortunately too many other things happening in my life at the moment. The share price going up a lot would help out for me!
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
jtardif999
Regular
Nvidia is slowing everyones progress:
TECHNOLOGY
September 11, 2023 8:41 PM UTC
Focus: Nvidia's dominance in AI chips deters funding for startups
Nvidia's (NVDA.O) supremacy in building computer chips for artificial intelligence has chilled venture funding for would-be rivals, investors said, with the number of U.S. deals this quarter falling 80% from a year ago.
The Santa Clara, California company dominates the market for chips that work with massive amounts of language data. Generative AI models get incrementally smarter through exposure to more data, a process called training.
As Nvidia has grown stronger in this area, the harder it has become for companies attempting to build competing chips. Seeing these startups as a riskier bet, venture financiers are newly unwilling to provide big cash infusions. Advancing a chip design to a working prototype can cost more than $500 million, so the pullback has quickly threatened the startups' prospects.
"Nvidia’s continued dominance has put a really fine point on how hard it is to break into this market," said Greg Reichow, a partner at Eclipse Ventures. "This has resulted in a pullback in investment into these companies, or at least into many of them."
U.S. chip startups have raised $881.4 million through the end of August, according to PitchBook data. That compares to $1.79 billion for the first three quarters of 2022. The number of deals has dropped from 23 to four through the end of August.
Nvidia declined to comment.
AI chip startup Mythic, which has raised about $160 million in total, ran out of cash last year and was nearly forced to halt operations, technology website The Register reported. But it managed to bring in a relatively modest $13 million investment several months later in March.
Nvidia has "indirectly" contributed to overall AI chip fundraising woes, because investors want "Home run only type investments with a huge investment, huge return," Mythic CEO Dave Rick said.
Difficult economic conditions have added to the downturn in the cyclical semiconductor industry, Rick said.
A secretive startup called Rivos, which is working on chip designs for data servers has had trouble raising funding recently, said two sources familiar with the company's situation.
A Rivos spokesperson said Nvidia's market dominance hasn't hindered its fundraising efforts and its hardware and software "continues to excite our investors."
Rivos is embroiled in litigation with Apple (AAPL.O), which has accused Rivos of stealing intellectual property, and this has compounded the fundraising challenge.
DEMANDING INVESTORS
Chip startups looking to raise cash are facing tougher demands from investors. They require companies to have a product that is within months of launch or already generating sales, sources said.
About two years ago, new investments in chip startups were often $200 million or $300 million. That has fallen to about $100 million, according to PitchBook analyst Brendan Burke.
At least two AI chip startups have overcome investor reluctance by trumpeting potential customers or their relationships with well-known executives.
To raise $100 million in August, Tenstorrent boasted about CEO Jim Keller, a near legendary chip architect who has designed chips for Apple, Advanced Micro Devices (AMD.O) and Tesla (TSLA.O).
D-Matrix, which has projected revenue of less than $10 million this year, raised $110 million last week, bolstered by financial backing from Microsoft and a commitment by the Windows maker to test d-Matrix's new AI chip after it launches next year.
While these chip makers in Nvidia's shadow struggle, startups in AI software and related technologies do not face the same constraints. They brought in about $24 billion in funding this year through August, according to PitchBook data.
Despite Nvidia's dominance in AI computing, the company does not have an unassailable lock on the sector. AMD plans to launch this year a chip that will compete with Nvidia's, and Intel (INTC.O) leapfrogged development by gaining a rival product in an acquisition. Sources see these as having long-term potential to become alternatives to Nvidia's chip.
There are also adjacent applications that could provide openings for competitors. For example, chips that perform data-intensive computing for prediction algorithms are an emerging niche. Nvidia does not dominate this area and it's ripe for investment.
Reporting by Max A. Cherney in San Francisco; editing by Kenneth Li, Cynthia Osterman and Christian Schmollinger
TECHNOLOGY
September 11, 2023 8:41 PM UTC
Focus: Nvidia's dominance in AI chips deters funding for startups
Nvidia's (NVDA.O) supremacy in building computer chips for artificial intelligence has chilled venture funding for would-be rivals, investors said, with the number of U.S. deals this quarter falling 80% from a year ago.
The Santa Clara, California company dominates the market for chips that work with massive amounts of language data. Generative AI models get incrementally smarter through exposure to more data, a process called training.
As Nvidia has grown stronger in this area, the harder it has become for companies attempting to build competing chips. Seeing these startups as a riskier bet, venture financiers are newly unwilling to provide big cash infusions. Advancing a chip design to a working prototype can cost more than $500 million, so the pullback has quickly threatened the startups' prospects.
"Nvidia’s continued dominance has put a really fine point on how hard it is to break into this market," said Greg Reichow, a partner at Eclipse Ventures. "This has resulted in a pullback in investment into these companies, or at least into many of them."
U.S. chip startups have raised $881.4 million through the end of August, according to PitchBook data. That compares to $1.79 billion for the first three quarters of 2022. The number of deals has dropped from 23 to four through the end of August.
Nvidia declined to comment.
AI chip startup Mythic, which has raised about $160 million in total, ran out of cash last year and was nearly forced to halt operations, technology website The Register reported. But it managed to bring in a relatively modest $13 million investment several months later in March.
Nvidia has "indirectly" contributed to overall AI chip fundraising woes, because investors want "Home run only type investments with a huge investment, huge return," Mythic CEO Dave Rick said.
Difficult economic conditions have added to the downturn in the cyclical semiconductor industry, Rick said.
A secretive startup called Rivos, which is working on chip designs for data servers has had trouble raising funding recently, said two sources familiar with the company's situation.
A Rivos spokesperson said Nvidia's market dominance hasn't hindered its fundraising efforts and its hardware and software "continues to excite our investors."
Rivos is embroiled in litigation with Apple (AAPL.O), which has accused Rivos of stealing intellectual property, and this has compounded the fundraising challenge.
DEMANDING INVESTORS
Chip startups looking to raise cash are facing tougher demands from investors. They require companies to have a product that is within months of launch or already generating sales, sources said.
About two years ago, new investments in chip startups were often $200 million or $300 million. That has fallen to about $100 million, according to PitchBook analyst Brendan Burke.
At least two AI chip startups have overcome investor reluctance by trumpeting potential customers or their relationships with well-known executives.
To raise $100 million in August, Tenstorrent boasted about CEO Jim Keller, a near legendary chip architect who has designed chips for Apple, Advanced Micro Devices (AMD.O) and Tesla (TSLA.O).
D-Matrix, which has projected revenue of less than $10 million this year, raised $110 million last week, bolstered by financial backing from Microsoft and a commitment by the Windows maker to test d-Matrix's new AI chip after it launches next year.
While these chip makers in Nvidia's shadow struggle, startups in AI software and related technologies do not face the same constraints. They brought in about $24 billion in funding this year through August, according to PitchBook data.
Despite Nvidia's dominance in AI computing, the company does not have an unassailable lock on the sector. AMD plans to launch this year a chip that will compete with Nvidia's, and Intel (INTC.O) leapfrogged development by gaining a rival product in an acquisition. Sources see these as having long-term potential to become alternatives to Nvidia's chip.
There are also adjacent applications that could provide openings for competitors. For example, chips that perform data-intensive computing for prediction algorithms are an emerging niche. Nvidia does not dominate this area and it's ripe for investment.
Reporting by Max A. Cherney in San Francisco; editing by Kenneth Li, Cynthia Osterman and Christian Schmollinger
Frank Zappa
Regular
What about this triple witching through until the 21 September.?
HopalongPetrovski
I'm Spartacus!
Usually after ASX market close isn't it Esky?
Frank Zappa
Regular
Thankyou for your knowledge. My comment was based on the American graphs . The Australian witching may be more relevant to us . Just doing my calculations on when to purchase some more . It has been a falling knife experience for me from day one .
Colorado23
Regular
Never been more confident with our investment. Really impressed with Sean and his ability to understand and endorse our company in such a professional way in under 18 months,
Two areas that im particularly interested in are lidar (from experience current offerings massively impact production in operational environments)
and the other one is patient monitoring. Having many family members and friends working within healthcare, I constantly hear high numbers of health care staff getting burnt out, ridiculously high expectations in terms of patient to nurse/doctor ratios. An example of where I feel we could make a big impact is captured in the below excerpt from as early as 2021. Im sure one of the many amazing contributors has touched on this before.
Our times edging closer, pardon the pun. Good luck to all.
Management at the Edge of Situation Awareness During Patient Telemonitoring
- Carmelo Ardito,
- Tommaso Di Noia,
- Corrado Fasciano,
- Domenico Lofù,
- Nicola Macchiarulo,
- Giulio Mallardi,
- Andrea Pazienza &
- Felice Vitulano
- Conference paper
- First Online: 22 May 2021
Part of the Lecture Notes in Computer Science book series (LNAI,volume 12414)
Abstract
The SARS-CoV-2 pandemic has brought unexpected new scenarios in patient-care journeys and has accelerated this innovative process in the healthcare sector, demonstrating the importance of a systemic rethinking of remote care, mostly when patients are discharged from the hospital and continue their therapies at home in autonomy. The possibility to remotely monitor patients at home by means of smart sensors and medical devices has a dramatic impact on the quality of health services. Situation awareness plays an essential role in the decision-making process about the users, patients in this case, and their behaviors. Leveraging an Edge Computing framework, with embedded Artificial Intelligence capabilities to process near real-time data gathered from connected smart devices, would provide automatic decision support, thus improving the physicians’ course of action. In this paper we introduce, within an Edge AI framework, a dedicated module, called Clinical Pathway Adherence Checker (CPAC), which identifies the discrepancies between the modeled clinical pathway and the observed one by means of process mining techniques, and hence detecting early clinical deterioration of patient conditions. Also, further analyses are conducted in the anomaly detection at the Edge that may occur during the health data transmission process.
HopalongPetrovski
I'm Spartacus!
"It has been a falling knife experience for me from day one"...............That sucks, but glad to see you doing your own research.
Since I've been in its gone from the .30's down to the .04's, touched .97, back to .37, EQXX'd up to $2.34 and then slid/manipulated down to the .28 odd we see today.
At the very least, I'm not bored!
I have been waiting with pent up anticipation for the Company making news to land for 8 years, (sowhatwouldIknow), but I've never be so convinced that its coming imminently than I am now.
When???? I'm currently measuring my string in lengths of 1 month, 3 months, 12 months and 24 months.
I no longer advise friends and relatives to buy, cause 'what would I know' and obviously I'm not good with timing.
But a wise old bloke I know once told me that "It's time in the market, not timing, that counts"
Obviously, I think you're on a good thing, and as the ad says. "Stick to it."
Good luck to us all.
AKIDA BALLISTA
AKIDA EVERYWHERE
Bring It BrainChip!
Getupthere
Regular
The stacking is a classic. 
They are trying to get the sellers to come to them.
Don’t fall for it.
They are trying to get the sellers to come to them.
Don’t fall for it.
Optimizing the Future of Automotive for AI
www.linkedin.com
Optimizing the Future of Automotive for AI
Tomorrow’s autonomous and semi-autonomous vehicles will be powered by Exynos processors, ISOCELL sensors and more. Automobiles are evolving to be powered by artificial intelligences.
buena suerte :-)
BOB Bank of Brainchip
Very painful to see . Every time i thought it lowest , i bought more and it sinks futher. I have a lot now but the value currently has been halved."It has been a falling knife experience for me from day one"...............That sucks, but glad to see you doing your own research.
Since I've been in its gone from the .30's down to the .04's, touched .97, back to .37, EQXX'd up to $2.34 and then slid/manipulated down to the .28 odd we see today.
At the very least, I'm not bored!
I have been waiting with pent up anticipation for the Company making news to land for 8 years, (sowhatwouldIknow), but I've never be so convinced that its coming imminently than I am now.
When???? I'm currently measuring my string in lengths of 1 month, 3 months, 12 months and 24 months.
I no longer advise friends and relatives to buy, cause 'what would I know' and obviously I'm not good with timing.
But a wise old bloke I know once told me that "It's time in the market, not timing, that counts"
Obviously, I think you're on a good thing, and as the ad says. "Stick to it."
Good luck to us all.
AKIDA BALLISTA
AKIDA EVERYWHERE
Bring It BrainChip!
View attachment 44449
The Pope
Regular
I don’t think you have missed something but if FF is 100% correct (as previously mentioned a while back) Ford is a EAP so if they have left the EAP then it was my understanding from a previous FF post that it should be announced on ASX.
Maybe BRN presentation accidentally left off Ford.
HopalongPetrovski
I'm Spartacus!
It's only painful if you have, or have had to, crystallise a loss.
My point is that the share price has fluctuated wildly over time, and given we are a fundamentally sound company with good prospects going forward I see no reason that we will not continue to do so.
And the next major fluctuation (according to my flux capacitor) should be UP!
BTW... that doesn't mean we may not fart around a little going down and up and down and up some more til that happens.......
I have been experiencing same many told me to sell or why didn't sell then"It has been a falling knife experience for me from day one"...............That sucks, but glad to see you doing your own research.
Since I've been in its gone from the .30's down to the .04's, touched .97, back to .37, EQXX'd up to $2.34 and then slid/manipulated down to the .28 odd we see today.
At the very least, I'm not bored!
I have been waiting with pent up anticipation for the Company making news to land for 8 years, (sowhatwouldIknow), but I've never be so convinced that its coming imminently than I am now.
When???? I'm currently measuring my string in lengths of 1 month, 3 months, 12 months and 24 months.
I no longer advise friends and relatives to buy, cause 'what would I know' and obviously I'm not good with timing.
But a wise old bloke I know once told me that "It's time in the market, not timing, that counts"
Obviously, I think you're on a good thing, and as the ad says. "Stick to it."
Good luck to us all.
AKIDA BALLISTA
AKIDA EVERYWHERE
Bring It BrainChip!
View attachment 44449
and contrast to that still buy anticipating day will come. Lets hope it will come.In other note just stumbled upon random youtube video out of my interest in Home theater and Audiophile .
I see brainchip logo on his or search bar or Fav, thisisvery very highend setup but good to see brainchip in this household. Hope I can have set up like that . Our day will come right.
HopalongPetrovski
I'm Spartacus!
I have been experiencing same many told me to sell or why didn't sell then
In other note just stumbled upon random youtube video out of my interest in Home theater and Audiophile .
I see brainchip logo on his or search bar or Fav, thisisvery very highend setup but good to see brainchip in this household. Hope I can have set up like that . Our day will come right.
Yes Brother, be ready with your plan, cause it's a cumin'
roun' the mountain, when she comes!.....
CHIPS
Regular
He actually said "exceptionally high" interest (if I am not mistaken) and he said it twice in the Oppenheimer presentation.
Frangipani
Regular
Nice try to come to Sean’s defence, but I doubt it…
In fact, I’d bet that quite a few posters here on TSE wouldn’t have been aware of the correct pronunciation of Loihi either, but then again they are not CEOs speaking in public, surrounded by neuromorphic lingo day in, day out.
Anyway, overall I thought that Sean fared really well in that presentation, just like in the May interview with Noah, the ASX Investor (who is a genius!) - worlds apart from the insecure impression he had left on me during this year’s AGM, when an eloquent Antonio Viana had to come to his rescue more than once, if I remember correctly.
Also, I just wanted to give a shout-out to whoever is designing those presentation slides that look really professional!
While I am not sure whether the last slide’s kite was intentionally created to look like a diamond, it definitely does to me, reminding us shareholders of the gem this company is, albeit many - some knowing better and with ulterior motives - want us to believe it is merely fool’s gold we’ve been accumulating.
I am most likely reading far too much into it (especially since this was a presentation for potential investors, not shareholders) but one could even interpret it as an hommage to the many diamond hands among us…
Admittedly, now I really start to sound like a QAnon conspiracy believer dissecting so-called breadcrumbs.
I know they say you should never fall in love with a stock, but some stocks just seem to be irresistible…
CHIPS
Regular
Same situation with me. It is sad, but it is what it is. It will get better soon hopefully and then we will be happy to have so many stocks.
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