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Take it out on all the ones who filled you with hope, or Brainchip.Let’s be real, you are not that smart.
Take it out on all the ones who filled you with hope, or Brainchip.Let’s be real, you are not that smart.
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.
Or not at all. It's just throwing dirt int the wind SladeDoesn’t seem like its us unfortunately
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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
No instead I will follow your guidance on projected revenue and Xrays deep knowledge of marketing.Take it out on all the ones who filled you with hope, or Brainchip.
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.View attachment 48006![]()
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
That is the key question for the next AGM about the riddle, wrapped in a mystery, inside an enema - is Nandan a cat person?Apologies in advance, particularly to dear Dodgy-Knees, whom I know loves itwhenever 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!
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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.
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Lol I meant 8384Remember MD, no maths before cofoffee.
That is the key question for the next AGM about the riddle, wrapped in a mystery, inside an enema - is Nandan a cat person?
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?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.
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Don't apologize Bravo. We love your work.. Glass half full opinion. AlwaysApologies in advance, particularly to dear Dodgy-Knees, whom I know loves itwhenever 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
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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![]()
Ouch!![]()
SiFive Lays Off Hundreds of RISC-V Developers (Update)
Restructuring is ongoing, says company.www.tomshardware.com
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@Xray1 you are on fire today. So cool man. Keep up the good work.
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 ....Mine's the bottom half.