BRN Discussion Ongoing

[Damo4]

Throwing some rough figures out there, starting with current VVDN revenue estimates, even growing at a fast clip.

$80-100 million USD. EBITDA was up 63% or thereabouts for the year.

If they did say $150, 250, 300USD million in revenue next three years without knowing their forecasts, let's say Akida IP edge boxes turn out to be a big seller, and they reach 10% of VVDNs revenue or $ 30 million USD, BRN royalties would maybe be in the 2.5-5%.

That is roughly $750k-1.5millUSD in royalties for BRN.

Just saying on its own, it hardly seems like any significant revenue is coming for BRN from VVDN's EDGE BOX in the next few years.

It makes more sense if Akida can reach a saturation point as a component in Edge Boxes across the whole market as opposed to one partner here or there won't cut it for BRN.

Whether or not these IP deals are embryonic in producing a product on the market, it seems that it is essential that BRN gets big companies over the line, and that is what is concerning that they're not already officially licensed and many already have EDGE based products. I'm sadly convincing myself that BRNs time may not be until the next tech cycle boom commences in the early 2030s. In my view.. So how does it survive that long.

Definitely needs ARM to really give it a leg up soon to counter that. By the way is it any possibility that ARM licenses Akida? That would be the ticket.

Yeah we definitely need more licenses/partnerships to break even, let alone turn a profit.
Especially if we plan on continuing to develop well into 2030 for future iterations and applications.
I don't think any single license will rock the boat, but with the anticipated ubiquity, its a slow grind that I still think will pay off.

I've said it before but I would prefer to be early and poised to jump on the upcoming Ai revolution, than focus on something currently required and just fade out as we struggle to keep up.
I think most LTHs here really do believe BRN is early to the party and I struggle to see how Nvidia or IBM etc will be able to not only close the gap, but exceed BRN in this space specifically.

I feel for the people who lack patience, or believe they have been patient enough already, who are now stressing based on their paper losses, or erosion of gains.
There's a good reason people come on here and waste our time complaining about the company, instead of just selling.
They know deep down, that holding BRN is a good idea they just feel stupid for buying in hype and forum posts.
If the company and it's prospects sucked and had no hope they wouldn't be here.

 

[Schnitzel lover]

Doesn’t seem like its us unfortunately

Micron Collaborates with Qualcomm to Accelerate Generative AI at the Edge for Flagship Smartphones

Delivering world’s highest mobile performance of 9.6 Gbps, Micron LPDDR5X now sampling for Snapdragon 8 Gen 3...

www.globenewswire.com

Or not at all. It's just throwing dirt int the wind Slade

 

[Slade]

Take it out on all the ones who filled you with hope, or Brainchip.

No instead I will follow your guidance on projected revenue and Xrays deep knowledge of marketing. Did you guys get together this morning and decide who was going to push the Chris Stevens narrative and who was going to focus on the black box. It is painfully obvious.

 

[IloveLamp]

How moving AI to the edge can help solve the data center energy crisis

Clearly, putting AI on the edge is a beneficial path forward for enterprises looking to lower their power bills and environmental impacts.

venturebeat.com

 

[Bravo]

Apologies in advance, particularly to dear Dodgy-Knees, whom I know loves it whenever I attempt to link BrainChip with Qualcomm. And, yes, I realise I'm probably going to have to go straight back to the naughty corner for asking this but is there any way we could be in the Snapdragon Elite X?

Look, I have been serously debating with myself this morning the significance of Shayamal Anadkat's (Applied AI @ OpenAI) blog in June 2023. In it he states "Earlier this year, Qualcomm AI Research successfully deployed a popular 1B+ parameter foundation model (stable diffusion) on an edge device through full-stack AI optimization."

He then goes straight on to talk about the the complexity and resource demands that foundational models pose deployment challenges on edge devices. and he says "To counter this, the focus will shift toward specialized hardware, optimization techniques, and neural processor architectures. Being able to run optimized versions of foundational models at the edge/on-device will open up endless possibilities. Recognizing these emerging requirements, BrainChip has stepped forward with innovative solutions like the Akida processor, an advanced neural processing system for edge AI. It’s important to understand and assess edge AI technology to overcome deployment challenges and explore new potentials."

So, to me it sounded like Shayamal was suggesting that if Qualcomm were going to deploy larger foundational models (larger than 1 billion parameters for example) , they would need more sophisticated technology, like BrainChip's Akida processor.

Then this morning we find out that the NPU in Qualcomms Snapdragon Elite X is capable of handling large language models (LLMs) up to 13 billion parameters without processing in the cloud. I know it says that Snapdragon Elite X has sprung out of Qualcomm's Nuvia acquisition, but...is it completely outrageous to think we may be involved in some way?

Remember when Nandan liked Qualcomm's Stable Diffusion announcement in February 2023? Surely he wouldn't have "liked" it because of the fluffy cat. I mean that's definitely something I would do, but I don't even think Nandan is a cat person!

Meet Snapdragon X Elite: Qualcomm Touts Big AI, Compute Gains on Arm Laptop CPUs

Qualcomm's flagship next-gen processor for laptops, based on a new CPU core, looks to be a high-performance efficiency monster—if you believe the hype. We'll be checking it out this week at the company's annual Snapdragon Summit.

au.pcmag.com

Extract from Shayamal Anadkat's blog.

 

[IloveLamp]

Qualcomm’s next big Snapdragon chip has leaked, and it’s full of AI features

Qualcomm is ready to boast about Llama and Stable Diffusion support.

www.theverge.com

View attachment 48006

The Snapdragon X Elite platform is equipped with the custom integrated Qualcomm Oryon CPU, which delivers up to twice the CPU performance compared to the competition, while consuming only one-third of the power, Qualcomm said. This remarkable CPU performance enables seamless multitasking and empowers users to accomplish more efficiently, the company said.

Qualcomm’s Snapdragon X Elite is an AI-powered PC processor

Qualcomm unveiled its most powerful computing processor for PCs, the Snapdragon X Elite. In doing so, it's taking on the hegemony of Intel and Advanced Micro Devices.

venturebeat.com

 

[Diogenese]

Apologies in advance, particularly to dear Dodgy-Knees, whom I know loves it whenever I attempt to link BrainChip with Qualcomm. And, yes, I realise I'm probably going to have to go straight back to the naughty corner for asking this but is there any way we could be in the Snapdragon Elite X?

Look, I have been serously debating with myself this morning the significance of Shayamal Anadkat's (Applied AI @ OpenAI) blog in June 2023. In it he states "Earlier this year, Qualcomm AI Research successfully deployed a popular 1B+ parameter foundation model (stable diffusion) on an edge device through full-stack AI optimization."

He then goes straight on to talk about the the complexity and resource demands that foundational models pose deployment challenges on edge devices. and he says "To counter this, the focus will shift toward specialized hardware, optimization techniques, and neural processor architectures. Being able to run optimized versions of foundational models at the edge/on-device will open up endless possibilities. Recognizing these emerging requirements, BrainChip has stepped forward with innovative solutions like the Akida processor, an advanced neural processing system for edge AI. It’s important to understand and assess edge AI technology to overcome deployment challenges and explore new potentials."

So, to me it sounded like Shayamal was suggesting that if Qualcomm were going to deploy larger foundational models (larger than 1 billion parameters for example) , they would need more sophisticated technology, like BrainChip's Akida processor.

Then this morning we find out that the NPU in Qualcomms Snapdragon Elite X is capable of handling large language models (LLMs) up to 13 billion parameters. I know it says that Snapdragon Elite X has sprung out of Qualcomm's Nuvia acquisition, but...is it completely outrageous to think we may be involved in some way?

Remember when Nandan liked Qualcomm's Stable Diffusion announcement in February 2023? Surely he wouldn't have "liked" it because of the fluffy cat. I mean that's definitely something I would do, but I don't even think Nandan is a cat person!



View attachment 48029






View attachment 48028

Meet Snapdragon X Elite: Qualcomm Touts Big AI, Compute Gains on Arm Laptop CPUs

Qualcomm's flagship next-gen processor for laptops, based on a new CPU core, looks to be a high-performance efficiency monster—if you believe the hype. We'll be checking it out this week at the company's annual Snapdragon Summit.

au.pcmag.com

Extract from Shayamal Anadkat's blog.


View attachment 48030

That is the key question for the next AGM about the riddle, wrapped in a mystery, inside an enema - is Nandan a cat person?

 

[MDhere]

Remember MD, no maths before cofoffee.

Lol I meant 8384

 

[Bravo]

That is the key question for the next AGM about the riddle, wrapped in a mystery, inside an enema - is Nandan a cat person?

 

[Schnitzel lover]

No instead I will follow your guidance on projected revenue and Xrays deep knowledge of marketing. Did you guys get together this morning and decide who was going to push the Chris Stevens narrative and who was going to focus on the black box. It is painfully obvious.

I'm sorry to hear you're in pain. BTW it's not a narrative on Chris Stevens, it's a Fact! And it ties in very well with the other fact, that is very low sales. Where's the engineering support fees? Or are these EAPs just freeloading of their original 50k investment for access to testing and support? Are the expanding ecosystem partners integrating Akida into products for free?

 

[Jasonk]

SiFive Lays Off Hundreds of RISC-V Developers (Update)

Restructuring is ongoing, says company.

www.tomshardware.com

 

[Schnitzel lover]

Apologies in advance, particularly to dear Dodgy-Knees, whom I know loves it whenever I attempt to link BrainChip with Qualcomm. And, yes, I realise I'm probably going to have to go straight back to the naughty corner for asking this but is there any way we could be in the Snapdragon Elite X?

Look, I have been serously debating with myself this morning the significance of Shayamal Anadkat's (Applied AI @ OpenAI) blog in June 2023. In it he states "Earlier this year, Qualcomm AI Research successfully deployed a popular 1B+ parameter foundation model (stable diffusion) on an edge device through full-stack AI optimization."

He then goes straight on to talk about the the complexity and resource demands that foundational models pose deployment challenges on edge devices. and he says "To counter this, the focus will shift toward specialized hardware, optimization techniques, and neural processor architectures. Being able to run optimized versions of foundational models at the edge/on-device will open up endless possibilities. Recognizing these emerging requirements, BrainChip has stepped forward with innovative solutions like the Akida processor, an advanced neural processing system for edge AI. It’s important to understand and assess edge AI technology to overcome deployment challenges and explore new potentials."

So, to me it sounded like Shayamal was suggesting that if Qualcomm were going to deploy larger foundational models (larger than 1 billion parameters for example) , they would need more sophisticated technology, like BrainChip's Akida processor.

Then this morning we find out that the NPU in Qualcomms Snapdragon Elite X is capable of handling large language models (LLMs) up to 13 billion parameters without processing in the cloud. I know it says that Snapdragon Elite X has sprung out of Qualcomm's Nuvia acquisition, but...is it completely outrageous to think we may be involved in some way?

Remember when Nandan liked Qualcomm's Stable Diffusion announcement in February 2023? Surely he wouldn't have "liked" it because of the fluffy cat. I mean that's definitely something I would do, but I don't even think Nandan is a cat person!



View attachment 48029






View attachment 48028

Meet Snapdragon X Elite: Qualcomm Touts Big AI, Compute Gains on Arm Laptop CPUs

Qualcomm's flagship next-gen processor for laptops, based on a new CPU core, looks to be a high-performance efficiency monster—if you believe the hype. We'll be checking it out this week at the company's annual Snapdragon Summit.

au.pcmag.com

Extract from Shayamal Anadkat's blog.


View attachment 48030

Don't apologize Bravo. We love your work.. Glass half full opinion. Always

 

[IloveLamp]

Apologies if posted already

AI Hardware & Edge AI Summit 2024

The combined AI Hardware & Edge AI Summit comprehensively covers the design and deployment of ML hardware and software infrastructure across the cloud-edge continuum.

www.kisacoresearch.com

AI Hardware & Systems on LinkedIn: #aihardware #edgeai #innovation #technologysummit #airevolution

📽𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗨𝗽𝗱𝗮𝘁𝗲 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗔𝗜 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲 𝗮𝗻𝗱 𝗘𝗱𝗴𝗲 𝗔𝗜 𝗦𝘂𝗺𝗺𝗶𝘁!📽 In an illuminating interview, Nandan Nayampally…

www.linkedin.com

 

[Bravo]

Don't apologize Bravo. We love your work.. Glass half full opinion. Always

Thanks Schnitzy, I always try to keep my glass half full...of wine.

 

[Diogenese]

SiFive Lays Off Hundreds of RISC-V Developers (Update)

Restructuring is ongoing, says company.

www.tomshardware.com

View attachment 48035

Ouch!

The perils of hi-tech start-ups.

On the plus side, when SiFive has finished "right-sizing", the offcuts should not have too much trouble finding RISC-V employment elsewhere.

Remember, BRN went through a similar, if smaller scale, trauma a few years ago.

Also on the plus side is their focus on AI, automotive and performance processors, which dovetails with our partnership.

 

[Xray1]

@Xray1 you are on fire today. So cool man. Keep up the good work.

Brainchip Holdings Ltd (BRN) floated on the Australian Securities Exchange (ASX) on Wednesday, 9 November 2011.
BRN's current share price of $0.18 is a -$0.08 or 30% discount to its original offer price of $0.25.

 

[Diogenese]

Thanks Schnitzy, I always try to keep my glass half full...of wine.


View attachment 48037

Mine's the bottom half.

 

[Xray1]

Mine's the bottom half.

Diogenese and Bravo to solve the issue ....... Just drink straight from the wine bottle, that way there is no issue as to whether the glass is half full or not ....

 

[SharesForBrekky]

The Japan Mobility Show is about to kick off, so definitely plenty to look out for here.

Lexus have just unveiled their latest concept car:

JAPAN MOBILITY SHOW 2023 Lexus Press Briefing | Lexus | Global Newsroom | Toyota Motor Corporation Official Global Website

Lexus held the JAPAN MOBILITY SHOW 2023 Press Briefing. The video of the press briefing is available below.

global.toyota

"The car is literally a moving sensor that can see, touch, hear and even smell."

 

[Esq.111]

Afternoon SharesForBrekky ,

An acquaintance took myself for a ride in the latest model Lexus SUV not long ago, absolutely riddled with all the electronics and then some...... my favourite was the internal screen which gave an overview of what the chariot was driving over & too ...just showed location of each tire on road .

Felt a little silly when we arrived at our location and had to ask how to open the door ...... had to push the handle .... & yes i was sober at the time.

Regards,
Esq.