BRN Discussion Ongoing

[FJ-215]

Yes, and the partnerships don't work directly with IP deals. There are two ways.
1.) The partnership offers a market-ready product to OEMs. The OEM who puts it into production has to licence the IP and pay royalties.
2.) The partnership brings a product to the market like VVDN. In this case Brainchip gets a percentuage of the sales.
It was reported several times there are different business models running. The pure IP deal is only possible for the real big players able to work with silicon design from the scratch or silicon designers themselves like MegaChips.
There shouldn't be that fixation on IP deals, it's only a part of the game.

Hi Perhaps,

IP sales are fantastic from a profit margin point of view. Can't hurt to sell our own product for a while as we wait for market traction.

 

[Perhaps]

Hi Perhaps,

IP sales are fantastic from a profit margin point of view. Can't hurt to sell our own product for a while as we wait for market traction.

It's just about the misleading idea the partners will licence the IP.
Just an example: Nviso develops solutions, but they don't sell the products. The solution is offered to customers of Nviso. When the customer decides to go into production, the IP comes into play, not before. So it's possible a Nviso customer like Siemens Healthineers licence the IP, but not Nviso as the partner inbetween.

 

[Glen]

U.S. Government Awards GlobalFoundries New $3.1 Billion, 10-Year Contract for Secure Chip Manufacturing | GlobalFoundries

With $3.1 billion spending ceiling, new 10-year contract provides U.S. Dept. of Defense an assured supply of securely manufactured semiconductors […]

gf.com

 

[AusEire]

Yes, and the partnerships don't work directly with IP deals. There are two ways.
1.) The partnership offers a market-ready product to OEMs. The OEM who puts it into production has to licence the IP and pay royalties.
2.) The partnership brings a product to the market like VVDN. In this case Brainchip gets a percentuage of the sales.
It was reported several times there are different business models running. The pure IP deal is only possible for the real big players able to work with silicon design from the scratch or silicon designers themselves like MegaChips.
There shouldn't be that fixation on IP deals, it's only a part of the game.

But but but some on here would have you believe that partnerships are meaningless

 

[Perhaps]

But but but some on here would have you believe that partnerships are meaningless

Meaningless? Would call it substantial. Each little development partner can stand for big deals, but not tomorow.
The customers of the partners are the possible IP licencees, always worth a look, shows the importance of those partnerships.

NVISO collaborates with Siemens Healthineers to apply Human Behaviour AI in medical imaging applications - NVISO

Lausanne, Switzerland – June 16th, 2022 – – nViso SA (NVISO), the leading Human Behavioural Analytics AI company, is pleased to announce it has commenced a commercial pilot applying the NVISO Human Behavioural Analytics AI software solution to support Siemens Healthineers solutions in...

nviso.ai

 

[cosors]

View attachment 45127


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Extracts only


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better

 

[manny100]

AI via the cloud is a separate and distinct market from AI at the Edge. Sean at Investor presentations last April said that the 2 complement each other in that some data is more suited to the Cloud and other to the Edge.
NVIDA, ARM, Intel and AMD for example operate from the cloud. Sean said he does not see cloud operators as competitors
The clear advantage that the Edge has over the cloud is cost, latency and privacy. For many a clear choice will be the Edge. In this way it would be expected that AI at the Edge will take the Lions share of the huge AI growth expected in coming years.
AI at the Edge is just a natural progression forward. Its is not going away.⅔
I have been accumulating for patent value. If what Sean says comes true - BRN aims to be one of the 2 or 3 global leaders in 10 years then its just a bonus. From my point of view anyway.
Right now just waiting for demand to kick in and start growing like a rolling snow ball.

 

[charles2]

BRCHF

Big gap down. Greater than ten times normal volume. Biggest volume since Mercedes detonation. 1.12m shares

Closed at 13 cents (US)...a penny above the low.

We must be close......impossible for me to be wrong every time....True?

 

[Kachoo]

BRCHF

Big gap down. Greater than ten times normal volume. Biggest volume since Mercedes detonation. 1.12m shares

Closed at 13 cents (US)...a penny above the low.

We must be close......impossible for me to be wrong every time....True?

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

 

[Geared]

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

doesnt seem like an agenda? just stating the price - even specified USD..

 

[charles2]

What's your agenda ? .13 USD is .20 AUD they are valued at the same price.

My agenda is this: Want to live long enough to profit from my investment in Brainchip. Please don't share this info with anyone that might suggest/suspect that my agenda is nefarious. Top secret....even Trump doesn't know this...I was born in 1945. Hurts to write that.

Consider this: If BRCHF had closed at 16 cents US or 9.5cents US on robust volume what might have you concluded (or other reasonable and savvy investors).

To make this exercise even easier let's suppose the close was 5 cents US or much more fun for longs, 22 cents US.

Did I sense hostility when none was meant (for Frangi: meaned)? If so, apologies.

 

[jla]

My agenda is this: Want to live long enough to profit from my investment in Brainchip. Please don't share this info with anyone that might suggest/suspect that my agenda is nefarious. Top secret....even Trump doesn't know this...I was born in 1945. Hurts to write that.

Consider this: If BRCHF had closed at 16 cents US or 9.5cents US on robust volume what might have you concluded (or other reasonable and savvy investors).

To make this exercise even easier let's suppose the close was 5 cents US or much more fun for longs, 22 cents US.

Did I sense hostility when none was meant (for Frangi: meaned)? If so, apologies.

Born in 1944 as you say we are running out of time,

 

[IloveLamp]

Received on email this morning

 

[BaconLover]

Hopefully we have a better day on Brainchip.ASX May be a $100.00 worth of share buy from Sean to bring confidence back

 

[Kachoo]

My agenda is this: Want to live long enough to profit from my investment in Brainchip. Please don't share this info with anyone that might suggest/suspect that my agenda is nefarious. Top secret....even Trump doesn't know this...I was born in 1945. Hurts to write that.

Consider this: If BRCHF had closed at 16 cents US or 9.5cents US on robust volume what might have you concluded (or other reasonable and savvy investors).

To make this exercise even easier let's suppose the close was 5 cents US or much more fun for longs, 22 cents US.

Did I sense hostility when none was meant (for Frangi: meaned)? If so, apologies.

Well Charles I wish you a lot of health that's our most important asset sir.

 

[IloveLamp]

AMD Ryzen™ PRO 7000 Series processors | AMD

The AMD dedicated AI engine delivers immersive collaboration capabilities and video conferencing experiences. #AMD #TogetherWeAdvance

www.linkedin.com

AMD Ryzen™ Threadripper™ PRO Processors

AMD Ryzen™ Processors with AMD PRO Technologies

pages.ap.futurewithamd.com

 

[Fastback6666]

Hopefully we have a better day on Brainchip.ASX May be a $100.00 worth of share buy from Sean to bring confidence back

 

[wilzy123]

Another big player baking the edge into their core strategy

Lenovo’s Vision For The Future Of Edge Computing

Lenovo is advancing edge computing with its TruScale IaaS specialized servers. Focusing on real-time analytics, data privacy, and bandwidth efficiency to democratize AI.

www.forbes.com

 

[IloveLamp]

Another big player baking the edge into their core strategy

Lenovo’s Vision For The Future Of Edge Computing

Lenovo is advancing edge computing with its TruScale IaaS specialized servers. Focusing on real-time analytics, data privacy, and bandwidth efficiency to democratize AI.

www.forbes.com

And here's another one.....

Announcing Microsoft Copilot, your everyday AI companion - The Official Microsoft Blog

Updated November 15, 2023: To simplify the user experience and make Copilot more accessible to everyone, Bing Chat and Bing Chat Enterprise will now simply become Microsoft Copilot. For more information: https://aka.ms/BingIgnite We are entering a new era of AI, one that is fundamentally...

blogs.microsoft.com

 

[paxs]

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

View attachment 45078

VVDN engages Brainchip would have a nicer ring to it . Suppose that is the difference between sensitive or not.