BRN Discussion Ongoing

[Cardpro]

Wow, 75% up on our record low (if that was 3 cents). Outstanding!

REALLY Cardpro ... who cares. What is important is our future. And that is assured. It just requires a little patience ... and not sensationalised negativity.

The share price will go up, and the share price will go down. That is a certainty. But do you have faith in the company and everything they claim ... or do you think that they and all the other companies are just making it up. I know what I believe.
Cheers, Deena

How and why do you have the faith in the management when we have almost no new source of revenue for multiple years and our main tech still not being implemented in any marketed product.

Day by day, I am losing faith both in the product & management.

I even question the company's definition of "partnership" or being "in a relationship/EAP."

To date, none of these partnerships/EAPs have yielded any tangible results or committed a substantial financial investment to back their words. Ford, Mercedes, Valeo... it's been years without any concrete contracts materializing.

For one of the recently announced partnership with ANT61, when someone from this forum has reached out to them asking about Akida Gen 2, they said they gotta test out the first gen first (or something along this line)... like.. at what stage do they start relationship as "partnership"? Another one was with Vorago where someone from fb group reached out to their employees and they said they didnt proceed due to lack of funding (or something along this line)..

Even before Akida, we've been speculating potential links with many majorcompanies like Amazon, Google, Samsung, SK, Qualcomm, etc., but none has been confirmed to use our tech in their products at all...

Although we have joined ecosystems of ARM, SiFive, Intel Foundary, etc. There are other big players and multiple start up companies in their long list of partners...

I truely hope that one day, I'll hear from everyone here, "I told you it would come back, we were right!"... Despite the doubts some may have about my constant complaining (and multiple accusations of having some sort of an agenda), I am committed to hold forever... I plan to observe how this situation unfolds, whether it leads to a complete loss or an early retirement opportunity.

*IMO only

 

[Neuromorphia]

BrainChip Engages VVDN to Deliver Industry’s First Commercial Edge Box Based on Neuromorphic Technology

BrainChip Engages VVDN to Deliver Industry’s First Commercial Edge Box Based on Neuromorphic Technology

www.businesswire.com

BrainChip Engages VVDN to Deliver Industry’s First Commercial Edge Box Based on Neuromorphic Technology

September 20, 2023 05:40 PM Eastern Daylight Time

LAGUNA HILLS, Calif.--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI IP, today announced that it has partnered with VVDN Technologies, a premier electronics engineering and manufacturing company, to deliver the industry’s first Edge box based on neuromorphic technology.

“Edge AI systems specifically architected to meet the performance, power, cooling, portability, and cost requirements are necessary to drive market growth.”

VVDN Technologies is an industry-leading device manufacture and solutions provider that has extensive experience in developing and deploying vision-based solutions for various domains, such as automotive, industrial, security surveillance, enterprise, medical and others. VVDN will complement BrainChip’s AI capability with their domain expertise in hardware design, firmware development, cloud integration and manufacturing for the Edge box product.

“We are excited to bring the benefits of neuromorphic computing to the Edge AI market with VVDN as our lead partner,” said Sean Hehir, CEO of BrainChip. “This portable and compact Edge box is a game-changer that enables customers to deploy AI applications cost-effectively with unprecedented speed and efficiency to proliferate the benefits of intelligent compute.”

The Edge box is a compact and powerful device that can run various AI applications at the Edge of the network, such as video analytics, face recognition, object detection and more. The Edge box leverages BrainChip’s Akida™ processors, which are designed to mimic the structure and function of the human brain. Akida processors offer high performance, low power consumption and scalability for Edge AI solutions.

“Edge boxes are a rapidly growing segment in AI and are currently based on platforms from major players,” said Bram Geenen Co-founder of Wevolver, providers of one of the most subscribed Edge AI analyst reports. “The cost-effectiveness, efficiency and scalability of BrainChip’s Akida neuromorphic processor, coupled with VVDN’s solutions expertise should deliver a boost to the proliferation of customizable and secure AI applications at the Edge.”

“Edge AI is currently dominated by Nvidia and Qualcomm. But these systems are not ideal for the Edge from a power, size, and cost perspective,” said Marc Staimer, President Dragon Slayer Consulting. “Edge AI systems specifically architected to meet the performance, power, cooling, portability, and cost requirements are necessary to drive market growth.”

The Edge box will be available for presale from BrainChip and VVDN later this year.

About BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY)
BrainChip is the worldwide leader in Edge AI on-chip processing and learning. The company’s first-to-market, fully digital, event-based AI processor, Akida™, uses neuromorphic principles to mimic the human brain, analyzing only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and economy of energy. Akida uniquely enables Edge learning local to the chip, independent of the cloud, dramatically reducing latency while improving privacy and data security. Akida Neural processor IP, which can be integrated into SoCs on any process technology, has shown substantial benefits on today’s workloads and networks, and offers a platform for developers to create, tune and run their models using standard AI workflows like Tensorflow/Keras. In enabling effective Edge compute to be universally deployable across real world applications such as connected cars, consumer electronics, and industrial IoT, BrainChip is proving that on-chip AI, close to the sensor, is the future, for its customers’ products, as well as the planet. Explore the benefits of Essential AI at www.brainchip.com.

Follow BrainChip on Twitter: https://www.twitter.com/BrainChip_inc
Follow BrainChip on LinkedIn: https://www.linkedin.com/company/7792006

Contacts
Media Contact:
Mark Smith
JPR Communications
818-398-1424

Investor Contact:
Tony Dawe
Director, Global Investor Relations
BrainChip
tdawe@brainchip.com


BRAINCHIP HOLDINGS LTD
ASX:BRN

goodbye NVIDIA jetson hello brainchip akida

VVDN-EDBX-JXN Edge AI Box Powered by NVIDIA® Jetson Xavier NX™ Module

VVDN-EDBX-JXN Edge AI Box includes a power-efficient, compact NVIDIA® Jetson Xavier NX™ Module and a custom carrier board developed by VVDN for edge applications

www.vvdntech.com

 

[Xhosa12345]

Looks like they just raised about 45m aud also,just weeks ago.

Hopefully a good sign about getting some products to market

 

[DollazAndSense]

View attachment 45077

Old news from last year.

Also, not announced on ASX, so immaterial.

Why be so jaded about this? These are two very different pieces of news. This older one you've posted is simply a demo of neuromorophic capabilities with a partner at CES. Was the edge box at CES?

The one from this morning is announcing there is a confirmed product developed by VVDN and Brainchip (edge box) and it will be AVAILABLE FOR PRE-SALE in 2023.

 

[IloveLamp]

How and why do you have the faith in the management when we have almost no new source of revenue for multiple years and our main tech still not being implemented in any marketed product.

Day by day, I am losing faith both in the product & management.

I even question the company's definition of "partnership" or being "in a relationship/EAP."

To date, none of these partnerships/EAPs have yielded any tangible results or committed a substantial financial investment to back their words. Ford, Mercedes, Valeo... it's been years without any concrete contracts materializing.

For one of the recently announced partnership with ANT81, when someone from this forum has reached out to them asking about Akida Gen 2, they said they gotta test out the first gen first (or something along this line)... like.. at what stage do they start relationship as "partnership"? Another one was with Vorago where someone from fb group reached out to their employees and they said they didnt proceed due to lack of funding (or something along this line)..

Even before Akida, we've been speculating potential links with many majorcompanies like Amazon, Google, Samsung, SK, Qualcomm, etc., but none has been confirmed to use our tech in their products at all...

Although we have joined ecosystems of ARM, SiFive, Intel Foundary, etc. There are other big players and multiple start up companies in their long list of partners...

I truely hope that one day, I'll hear from everyone here, "I told you it would come back, we were right!"... Despite the doubts some may have about my constant complaining (and multiple accusations of having some sort of an agenda), I am committed to hold forever... I plan to observe how this situation unfolds, whether it leads to a complete loss or an early retirement opportunity.

Here it is again in case you missed it

BrainChip Engages VVDN to Deliver Industry’s First Commercial Edge Box Based on Neuromorphic Technology

BrainChip Engages VVDN to Deliver Industry’s First Commercial Edge Box Based on Neuromorphic Technology

www.businesswire.com

"The Edge box will be available for presale from BrainChip and VVDN later this year."

 

[Kachoo]

Cheaper then other edge boxes. Competes against Nivdia and Qualcom.

Redirect Notice

 

[BaconLover]

Why be so jaded about this? These are two very different pieces of news. This older one you've posted is simply a demo of neuromorophic capabilities with a partner at CES. Was the edge box at CES?

The one from this morning is announcing there is a confirmed product developed by VVDN and Brainchip (edge box) and it will be AVAILABLE FOR PRE-SALE in 2023.

Because of two reasons,
1) We already know about this partnership with VVDN.
2) Not announced on ASX, so we are told by BRN, usually that means it is immaterial.

Regarding, the edge box, it is great that it is available for pre-sale, but I will keep an eye on the actual revenue figures to see how many are being sold.
VVDN has operating revenue of 500 crore INR ( approx 100 million AUD) I need to see the size of the piece of pie this edge box can get.

Vvdn Technologies Financials | Company Details | Tofler

Are you looking for Vvdn Technologies financials? Visit Tofler for its net worth, ratios, profit and loss, competition, products, industry, and financial analysis.

www.tofler.in

 

[charles2]

Industry’s First Commercial Edge Box Based on Neuromorphic Technology​

Based on (buzz words gaining traction) NEUROMORPHIC TECHNOLOGY

EDGE is good too. And FIRST.

And Brainchip.

Soon we can connect the $$$$....and kiss off dots (well not entirely)

 

[Damo4]

2 options

1. Brainchip listened to all the sooks on here over the last few days and said: "yep you're right again, let me just sell something real quick"
2. Brainchip was already working with VVDN, ANT61, Renesas Megachips etc and this is BAU, not correlated to the SP

Really hard to figure out, which option is more likely!!

 

[yogi]

2 options

1. Brainchip listened to all the sooks on here over the last few days and said: "yep you're right again, let me just sell something real quick"
2. Brainchip was already working with VVDN, ANT61, Renesas Megachips etc and this is BAU, not correlated to the SP

Really hard to figure out, which option is more likely!!

Hey @Damo4 I am so confused with all this that my head is spinning 360. I dont know which one to believe which one to pass lol.

 

[DK6161]

Cheaper then other edge boxes. Competes against Nivdia and Qualcom.

Redirect Notice

What's everyone's thoughts on competing against existing edge AI boxes from them?
Wasn't there previous comments that the existing technology like these boxes are good enough? So why would industries suddenly switch to Akida?

 

[wilzy123]

it will be AVAILABLE FOR PRE-SALE in 2023

Love it!

 

[DollazAndSense]

Because of two reasons,
1) We already know about this partnership with VVDN.
2) Not announced on ASX, so we are told by BRN, usually that means it is immaterial.

Regarding, the edge box, it is great that it is available for pre-sale, but I will keep an eye on the actual revenue figures to see how many are being sold.
VVDN has operating revenue of 500 crore INR ( approx 100 million AUD) I need to see the size of the piece of pie this edge box can get.

Vvdn Technologies Financials | Company Details | Tofler

Are you looking for Vvdn Technologies financials? Visit Tofler for its net worth, ratios, profit and loss, competition, products, industry, and financial analysis.

www.tofler.in

1) Agreed, we did know about this partnership with VVDN. As Dio has broken down multiple times for us now though (and I personally believe he is correct, yours / others thoughts may differ), these are joint development agreements, meaning a much bigger profit share of the product.
2) Honestly, I'm not sure how these arrangements aren't going flag to the ASX that they actually are material? Maybe the material value cannot be ascertained at this stage and there is a loophole of sorts in the ASX rules pertaining to joint developments. I'm sure others are more in the know than myself on this issue.

Absolutely, I also err on the conservative side of what revenue this edge box may bring in, at least initially. I understand your disappointment with Brainchip for a good while now and I have also been quite deflated with the business' sales performance. But I have a feeling announcements like these (ASX listed or not), are going to start ramping up before years end.

 

[IloveLamp]

What's everyone's thoughts on competing against existing edge AI boxes from them?
Wasn't there previous comments that the existing technology like these boxes are good enough? So why would industries suddenly switch to Akida?

 

[charles2]

What's everyone's thoughts on competing against existing edge AI boxes from them?
Wasn't there previous comments that the existing technology like these boxes are good enough? So why would industries suddenly switch to Akida?

Well just maybe VVDN thinks the Brainchip box is better.

And who better to compare boxes and spread the word than a box expert, like vVDn

 

[equanimous]

7 Manufactoring centres in India

 

[buena suerte :-)]

Once upon a time a little boy was born, one a little smarter than the average. Over time this little boy grew up to be a very clever man who worked for some very high tech companies and even delved in inventing new technology. Let’s call this person PVM. Well PVM moved to the land down under and flew under the radar whilst he developed a new invention. He then started a new company on the ASX and being the founder was blessed with a motsa (shit load for our German friends) of shares in the new company. He then got a team around him while he progressed his invention. In the early part of growth out of the few staff one of the key roles recruited was a patent lawyer followed by a second which at one stage represented about 4% of the available staff. Now did the remaining staff all work out, no but when does that happen in real life.
Now as the invention gained the attention of those tech nerds around the world. Yip has that resulted in huge sales no. Are those tech nerds saying anything negative or producing evidence that it doesn’t work- no. Is there lots of buzz around the broader tech concept- yes.

So why tell this story. Well for a govt worker with a high percentage of their life savings invested in a singular share portfolio should I be worried- yes. Am I - no. Why- my job is to observe and analyse everything from body language to oral and written documents. Whilst I may not possess the photographic memory of a more prestigious poster of the past, I tend to focus of the bits that don’t gel.

Now if I was the inventor of something I didn’t believe in or I knew was a bit dodgy I would be over time dropping my substantial holdings to take advantage of what based on my inside knowledge is my good fortune of a high share price and some obviously inexperience company who dropped the company name which saw the SP rise to $2.34.

Secondly if I missed that opportunity to reduce my holdings on that jump, I would be singing the techs praises from the highest mountain with the largest loud hailer possible.

So PVM has sold some shares. Yip true but let’s see why. That’s right he donated some shares to a cause he had personal affinity with and gained nothing from the transfer.

Is PVM panicking and doing everything to raise the SP . No he has continued in the same calm manner since the companies inception. Does this help the share price- no but have the company mislead us or the market or did they call out lumpy sales and the inability to inform the market. Does this calm methodical manner offer me comfort- yes. Does it help my bank balance- no- well not in short term but if it is aligned with a long term well informed and achievable strategic plan then SP growth is not only inevitable it should be sustained.

So whilst I would like a lot more information, messaging and evidence of sales, I would also like world peace, food in every child’s bellies and a roof over every head.

I am comfortable with holding and whilst I have only recently returned to being in the red I spent many more years in the red in the early days and back then I was actually more nervous than today even though my holdings today are substantially more.

Perfectly said my friend ..... I also have total faith in BRN being a game changer and making many of us $$$$$$$$$$$$$$$$$$... It is extremely hard to take this negativity at the moment...But it will turn around (IMO)... Thanks Early... ... Catch up soon hopefully!

Just one 'Power announcement'!

Hold tight Chippers

 

[buena suerte :-)]

Perhaps the departure of our Head of Sales was planned, as he already has a VP position with Untether AI.

View attachment 45013
View attachment 45014


Perhaps it was planned, to the mutual benefit of both companies?
I have heard Brainchip mention how its "untethered from the cloud..." numerous times......

I was thinking the same...Who knows!?? Maybe??

 

[AI_Inquirer]

Just as we were on the brink of launching our 2.0 product for our IP sales-oriented business model, there's a sudden shift towards hardware. We've engaged (so paying) VVDN to produce the product, but now the question is: What will it cost us to manufacture these hardware devices, a product category never previously mentioned by the company? Which will be entering into direct competition with well-established giants (Qualcomm and Nvidia) in this space.

Also, could we potentially undermine our own clients like Renesas and Megachip by introducing a hardware product that might compete with whatever projects or chips they have in the pipeline?

 

[equanimous]

7 Manufactoring centres in India

View attachment 45082