BRN Discussion Ongoing

[IloveLamp]

... and then you need to deal with Ella ...

 

[jtardif999]

View attachment 50308

“By delivering this without the overhead costs of dedicated DSP and ML accelerators, the Cortex-M52 enables Al on a single toolchain and architecture to
enable richer UI, voice and vision experiences.”

Interesting to me is that in many of the blurbs regarding Akida2.0 there has been mention of the lack of a need for a DSP, because the Akida tech is capable of processing raw signal data directly from input to infer patterns.

 

[jtardif999]

TECHNOLOGY | STREET NOTES

Arm’s Licensing Deals Should Power Its Growth. The Stock Is a Buy, Analyst Says.

A rm Holdings is a buy, according to a Wells Fargo analyst, who said licensing deals should power the chip maker’s growth.

Wells Fargo analyst Gary Mobley initiated coverage of Arm (ticker: ARM) on Monday with an Overweight rating and $70 price target, which implies a 27% upside from the stock’s closing price on Friday.

“We view Arm as one of the best positioned companies within the $550 billion global semiconductor industry,” Mobley wrote in a research note.

For fiscal 2024, Mobley believes that Arm should generate about 13% top-line growth, and attributes this to future licensing deals.

On the company’s fiscal second-quarter earnings call earlier this month, Chief Financial Officer Jason Child said Arm expected zero to 10% growth for licensing year over year for the third quarter, but looking ahead said the company expects “pretty significant growth because we do expect some pretty big license deals coming in Q4.”

Mobley also wrote in his research note that he expects revenue growth to accelerate in fiscal 2025, “mostly driven by a cyclical chip recovery as well as higher royalty rates.”

Arm is a British semiconductor company that went public on Sept. 14. Its customers include Apple (AAPL) and Alphabet (GOOGL). Earlier this month, Arm reported fiscal second-quarter financial results that beat estimates, but provided third-quarter revenue estimates of $720 million to $800 million. Wall Street was guiding for revenue of $776 million, according to FactSet.

BofA Securities analyst Vivek Arya wrote in a note after the earnings were released that the company’s outlook was “messy,” which came as a surprise. However, Arya maintained his Buy rating and $65 price target on the stock.

“Arm’s proven architecture and established ecosystem should help expand processor market share and royalty rate over the next three years, outgrowing peers and the broader market,” he said.


Shares of Arm were rising 5.5% Monday to $58.02 and were on pace for their highest close since Sept. 15, according to Dow Jones Market Data.

 

[jtardif999]

To shine a light on ARM Helium again:
It's a vector extension which extends the instruction-set architecture. That leads to faster and more complex processes. It enables a run without additional accelerator, delivering better results than earlier generations and keep the costs down.
This is not the competitor. Of course you can reach even better results with the use of additional accelerators, so it's more a question of AND not OR.
Also the full commercialisation of Helium now gives a good idea about industry timelines, as the extension is in the pipeline since 2019.

In first place each company in the world will favour their inhouse solutions, all are in it for maximum profit, just a natural thing. Secondly stands the aquisition of new technology to the own pipeline. The history of the big tech players is full of it.
The least attractive solution is the use of IP from a start-up.

This is the world Brainchip is living in. For a breakthrough it needs a full commercialised product with Akida inside, which shows real advances to the competition. This could be the initialization of a snowball effect with a big wave starting.

So the remaining question is, who will be the first using not much loved IP as a standard in a commercial product, not as an option.

If the Helium vector extensions sole purpose is to extend the ARM instruction set improving CPU performance in more complex use cases then as you say the Helium technology is not an accelerator per say, but rather it is directly CPU enhancing. Therefore imo Akida IP could still be a coprocessor to any Cortex M IP containing Helium.

 

[Chris B]

If the Helium vector extensions sole purpose is to extend the ARM instruction set improving CPU performance in more complex use cases then as you say the Helium technology is not an accelerator per say, but rather it is directly CPU enhancing ..and not an inferior alternative to Akida IP - therefore potentially Akida IP could now/in future be the AI component in Cortex M chip designs.

6 minute 40 mark... is that a brain boxed in with Helium??? Ai IP is what makes the m85 a Neural Processor. So Akida or Renesas will do that. Either way, we make revenue..

 

[Getupthere]

Nvidia Still Leads AMD, Intel In the AI Chips Race. How It Plans to Stay Ahead. — Barron’s

Nvidia’s earnings were impressive but still not enough to push the stock higher. However, the company did enough to show that rivals such as Advanced Micro Devices and Intel have a long way to go to catch up with regard to artificial-intelligence chips. Nvidia (ticker: NVDA) executives didn’t...

apple.news

Nvidia’s data center revenue is now projected to hit $65 billion in the fiscal year ending January 2025, more than double the projected combined data-center sales of Intel and AMD for about the same period.

Like Fact Finder says.
1% of $65 billion is a lot of money

 

[Frangipani]

Don’t forget SynSense CEO stated they were being used in a toy because being wrong occasionally is acceptable for toys unlike motor vehicles read in BMW probably a fail.

I have not read that SynSense have revealed what the toy is so you need to eliminate SynSense before you can have any confidence this is Brainchip.

My opinion only DYOR
FF

AKIDA BALLISTA

Here is the toy robot SynSense unveiled in April - unlike the robot by Kosmos, it does not need an app on a smartphone or tablet to work.

Neuromorphic Robot Redefining Interaction | SynSense

SynSense presents the world’s first neuromorphic programmable robot with dynamic vision to enable strong human-machine interaction.

www.synsense.ai

SynSense presents the world’s first neuromorphic programmable robot with dynamic vision to enable strong human-machine interaction​

2023-04-13
By SynSense
[printfriendly]

This month, SynSense, the world-leading commercial supplier of ultra-low-power sensory processing hardware and application solutions, unveiled the world’s first neuromorphic programmable robot at the 22nd China Shantou (Chenghai) International Toy Fair, alongside QunYu, the leading Chinese company for programmable intelligent toys. The robot, integrating SynSense’s dynamic vision SoC “Speck™”，is capable of human body recognition, visual perception, and mimicry, expanding the forms of human-robot interaction.

Dr. Yannan Xing, senior algorithm application engineer at SynSense, explained that the robot’s sensing ability is achieved through the Speck™ chip embedded in the robot: “With our chip, the robot has the ability to ‘see’ and ‘learn’, allowing it to ‘mimic’ human movements. By waving your arms, the robot can learn your movements and wave its arms in response. When you cross your arms in front of your chest, the robot senses this and also crosses its arms.”

The neuromorphic vision solution is lightweight, low-power, low-latency, privacy-protecting, and low-cost, making it ideal for toy robots. Battery-powered and without the need for external devices such as smartphones or cameras, the robot can recognize eight different human body postures. The feature has flexible scalability and can recognize additional postures and perform additional visual functions through software updates.

Integrated vision processing and fluid human-robot interaction typically requires lots of energy and computational power. Speck™ overcomes these and enables a new class of toy that is both low-power and intelligent.
Speck™’s low cost enables large-scale deployment of vision-based human interaction applications to consumer devices. Speck™’s privacy-first design, and independence from cloud transmission or processing, meet the increasing demand for privacy and security in consumer electronics products.

Ruifeng Chen, CEO of QunYu said, “Neuromorphic intelligence is a cutting-edge AI technology, and we are very proud to launch the world’s first neuromorphic toy and provide a new form of human-robot interaction.” SynSense’s Senior Business Director Hongmin Chen said, “SynSense and QunYu have signed a strategic cooperation agreement and will jointly launch neuromorphic interactive blocks.”

What do you think?
could it be Akida IP?

There is a new toy for kids aged between 10 -16 jears old in germany on market :

https ://www.kosmos.de/de/miika-k.i._1620899_4002051620899

especially the reading :
"To use the app, all you need is a smartphone or tablet. In order to make Miika AI a safe toy for children between 10 and 14 years old, the app works purely locally without the Internet, it does not save any image or audio files and does not send any data to a server. A real innovation that guarantees data protection!"

....makes me think of that possibility.

I like it as a present for christmas maybe.

@Fact Finder
Thank you for your contribution.

I had a look at this little fella. In Germany, the robot is marketed as Miika K.I. (KI= Künstliche Intelligenz/Artificial Intelligence), internationally (by Thames & Kosmos) as KAI (= Kosmos Artificial Intelligence).





I watched part of the company’s step-by-step assembly video in the hope of finding out more about its electronic innards, but couldn’t make out what was written on the chip, as it was too blurry. But luckily I then found this picture in one of the German Amazon reviews, which shows that the robot uses an ESP32 MCU by Espressif, a Chinese company. It is hard to decipher the exact model, but it looks like it is part of the WROOM series.

ESP32 Wi-Fi & Bluetooth Modules I Espressif

ESP32 series of modules are powerful Wi-Fi+Bluetooth/Bluetooth LE modules that target a wide variety of AIoT applications, ranging from low-power sensor networks to the most demanding tasks.

www.espressif.com

While Edge Impulse and Espressif are a match…

Adding Vision to ESP32 with Edge Impulse | Espressif Systems

You only need a few lines of additional code to run powerful ML algorithms on ESP32, especially if you also use the Arduino framework and Edge Impulse.

www.espressif.com

…. and Plumerai, for example, can run their people detection on an ESP32-S3 MCU:

https://www.edge-ai-vision.com/2023...ection-ai-now-runs-on-espressif-esp32-s3-mcu/

… the Kosmos needs an app run on a smartphone or tablet to work, unlike the neuromorphic SynSense robot toy.

Also, Miika K.I. is actually not that new - on January 31, it was awarded the ToyAward 2023 in the category ‘Teenagers & Adults’ during the Nürnberger Spielwarenmesse (Nuremberg Toy Fair). So that alone would make Akida being involved highly unlikely, as SynSense would then not have been able to claim to have launched the world’s first neuromorphic programmable robot in April 2023.

Das sind die „ToyAward“-Gewinner 2023

Die Entscheidung ist gefallen: Feierlich eingebunden in die PressPreview wurden heute Mittag die Sieger der begehrten Awards in erstmals sechs Kategorien ...

dasspielzeug.de

 

[Taproot]

VVDN make Edge Boxes for Nvidia and Qualcomm. The Nvidia box uses Jetson. I believe it is the TX2.

As far as a competition with Nvidia’s Edge Box goes built on the Jetson TX2 the winner has already been announced by Tata Consulting Services and Brainchip:

1. TCS has published that “We design and train a CNN and convert it into SNN using the CNN2SNN conversion toolkit of Brainchip Akida neuromorphic platform. We achieve 95.46% accuracy while power consumption and latency are at least 35x and 3.4x more efficient respectively in stage-1 (and 230x & 7x in stage-2) compared to the equivalent CNN running on Jetson TX2.”

2. Brainchip has stated it will be a smaller slimlined Edge Box than the existing offerings from VVDN. So wins on size unless you believe size does matter.

3. AKD1000 has been priced at $AU25.00 on multiple occasions by Anil Mankar, Peter van der Made and Mr. Dinardo. Simon Thorpe formerly on the Brainchip Scientific Advisory Board has a number of papers where he suggested a price of about $10.00. Suffice to say it would be under $30.00.

4. Nvidia Jetson TX2 is significantly more expensive:
View attachment 50331

5. AKD1000 can be scaled to 64 chips so even if you added a couple of extra to up the processing power it will fall well short of $AU 100.00.

6. Assuming that the metal box and accessories required to build the Boxes will be comparable and the additional costs will be approximately the same.

On any measure therefore an AKIDA VVDN EDGE Box has already won the contest with Nvidia.

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

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

NVIDIA Jetson Xavier NX for Embedded & Edge Systems

The World’s Smallest AI Supercomputer & Supports all AI Frameworks.

www.nvidia.com

 

[stockduck]

Here is the toy robot SynSense unveiled in April - unlike the robot by Kosmos, it does not need an app on a smartphone or tablet to work.

Neuromorphic Robot Redefining Interaction | SynSense

SynSense presents the world’s first neuromorphic programmable robot with dynamic vision to enable strong human-machine interaction.

www.synsense.ai

SynSense presents the world’s first neuromorphic programmable robot with dynamic vision to enable strong human-machine interaction​

2023-04-13
By SynSense
[printfriendly]

This month, SynSense, the world-leading commercial supplier of ultra-low-power sensory processing hardware and application solutions, unveiled the world’s first neuromorphic programmable robot at the 22nd China Shantou (Chenghai) International Toy Fair, alongside QunYu, the leading Chinese company for programmable intelligent toys. The robot, integrating SynSense’s dynamic vision SoC “Speck™”，is capable of human body recognition, visual perception, and mimicry, expanding the forms of human-robot interaction.

Dr. Yannan Xing, senior algorithm application engineer at SynSense, explained that the robot’s sensing ability is achieved through the Speck™ chip embedded in the robot: “With our chip, the robot has the ability to ‘see’ and ‘learn’, allowing it to ‘mimic’ human movements. By waving your arms, the robot can learn your movements and wave its arms in response. When you cross your arms in front of your chest, the robot senses this and also crosses its arms.”

The neuromorphic vision solution is lightweight, low-power, low-latency, privacy-protecting, and low-cost, making it ideal for toy robots. Battery-powered and without the need for external devices such as smartphones or cameras, the robot can recognize eight different human body postures. The feature has flexible scalability and can recognize additional postures and perform additional visual functions through software updates.

Integrated vision processing and fluid human-robot interaction typically requires lots of energy and computational power. Speck™ overcomes these and enables a new class of toy that is both low-power and intelligent.
Speck™’s low cost enables large-scale deployment of vision-based human interaction applications to consumer devices. Speck™’s privacy-first design, and independence from cloud transmission or processing, meet the increasing demand for privacy and security in consumer electronics products.


View attachment 50388


Ruifeng Chen, CEO of QunYu said, “Neuromorphic intelligence is a cutting-edge AI technology, and we are very proud to launch the world’s first neuromorphic toy and provide a new form of human-robot interaction.” SynSense’s Senior Business Director Hongmin Chen said, “SynSense and QunYu have signed a strategic cooperation agreement and will jointly launch neuromorphic interactive blocks.”




I had a look at this little fella. In Germany, the robot is marketed as Miika K.I. (KI= Künstliche Intelligenz/Artificial Intelligence), internationally (by Thames & Kosmos) as KAI (= Kosmos Artificial Intelligence).





I watched part of the company’s step-by-step assembly video in the hope of finding out more about its electronic innards, but couldn’t make out what was written on the chip, as it was too blurry. But luckily I then found this picture in one of the German Amazon reviews, which shows that the robot uses an ESP32 MCU by Espressif, a Chinese company. It is hard to decipher the exact model, but it looks like it is part of the WROOM series.

ESP32 Wi-Fi & Bluetooth Modules I Espressif

ESP32 series of modules are powerful Wi-Fi+Bluetooth/Bluetooth LE modules that target a wide variety of AIoT applications, ranging from low-power sensor networks to the most demanding tasks.

www.espressif.com

View attachment 50384


While Edge Impulse and Espressif are a match…

Adding Vision to ESP32 with Edge Impulse | Espressif Systems

You only need a few lines of additional code to run powerful ML algorithms on ESP32, especially if you also use the Arduino framework and Edge Impulse.

www.espressif.com

…. and Plumerai, for example, can run their people detection on an ESP32-S3 MCU:

https://www.edge-ai-vision.com/2023...ection-ai-now-runs-on-espressif-esp32-s3-mcu/

… the Kosmos needs an app run on a smartphone or tablet to work, unlike the neuromorphic SynSense robot toy.

Also, Miika K.I. is actually not that new - on January 31, it was awarded the ToyAward 2023 in the category ‘Teenagers & Adults’ during the Nürnberger Spielwarenmesse. So that alone would make Akida being involved highly unlikely, as SynSense would then not have been able to claim to have launched the world’s first neuromorphic programmable robot in April 2023.

Das sind die „ToyAward“-Gewinner 2023

Die Entscheidung ist gefallen: Feierlich eingebunden in die PressPreview wurden heute Mittag die Sieger der begehrten Awards in erstmals sechs Kategorien ...

dasspielzeug.de

Thank you for your time and effort in researching my query... it would have been too nice.

In the video is explained that all AI is made on the smartphone offline and there is also no voice recognition possible.

But I don't think it's a bad alternative to exploring AI as a gift for a child of the right age and interest.

Great research!

 

[Fact Finder]

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

NVIDIA Jetson Xavier NX for Embedded & Edge Systems

The World’s Smallest AI Supercomputer & Supports all AI Frameworks.

www.nvidia.com

“The energy-efficient Jetson Xavier NX module provides server-class performance—up to 14 TOPS at 10W or 21 TOPS at 15W or 20W”

“The Nvidia Jetson TX2

Technical Specifications​

GPU	256-core NVIDIA Pascal™ GPU architecture with 256 NVIDIA CUDA cores
CPU	Dual-Core NVIDIA Denver 2 64-Bit CPU Quad-Core ARM® Cortex®-A57 MPCore
Memory	8GB 128-bit LPDDR4 Memory 1866 MHx - 59.7 GB/s
Storage	32GB eMMC 5.1
Power	7.5W / 15W

Please refer to NVIDIA documentation for what is currently supported, and the Jetson Hardware page for a comparison of all Jetson modules”

Thanks for the link Taproot. The information I found when first announced by BRN must have been out of date but when you look at the basic comparison above the AKIDA VVDN EDGE Box is still winning by some margin as the Xavier is more powerful than the TX and likely to need bigger cooling fans.

Probably an easier win on price as well:

My opinion only DYOR
Fact Finder

AKIDA BALLISTA

 

[Frangipani]

Thank you for your time and effort in researching my query... it would have been too nice.

In the video is explained that all AI is made on the smartphone offline and there is also no voice recognition possible.

But I don't think it's a bad alternative to exploring AI as a gift for a child of the right age and interest.

Great research!

Gern geschehen!

On the official Thames & Kosmos website, you can even download the English version of the manual for free and have a look at how the robot is trained. It was developed in collaboration with the Tübingen AI Center, and besides being a manual for assembly, contains quite a bit of general info on AI, aimed at older kids and teenagers. I couldn’t find the German original on the Kosmos.de website, but maybe they will email it to you on request.

https://www.thamesandkosmos.com/manuals/full/620392_KAI-WEB_Full-Manual_620392-02-030123.pdf

 

[Boab]

Trading volume is extremely low? @Esq.111 ???

 

[Esq.111]

Good Morning Boab ,

Yes , With any luck one of the bot programers overseeing the manipulation of BRN got hit by a buss on the way into work today.

We can only hope.

Three day chart ... volume pattern looking promising for another good surge today ... any time now.

.......Wen Gulfstream...............G700 - Gulfstream Aerospace

Regards,
Esq.

 

[miaeffect]

Good Morning Boab ,

Yes , With any luck one of the bot programers overseeing the manipulation of BRN got hit by a buss on the way into work today.

We can only hope.

Three day chart ... volume pattern looking promising for another good surge today ... any time now.

.......Wen Gulfstream........

Regards,
Esq.

MarioK predicted our SP 3 years ago

 

[HopalongPetrovski]

Trading volume is extremely low? @Esq.111 ???

Thanksgiving holiday in USA so with no lead for traders to follow and exploit and no price sensitive news popping likely just to continue with current trend but with withering momentum.
Also engineered crunch time for the marketing marvel of Black Fri and Cyb. Monday so many peoples trying to ascertain if the discounted inflated prices are really worth it once you factor in the freight charge.
Me? I bought me some new sox instead of another 185 shares.

 

[Esq.111]

Hallo, hallo, hallo .

Esq.

 

[Shadow59]

Good Morning Boab ,

Yes , With any luck one of the bot programers overseeing the manipulation of BRN got hit by a buss on the way into work today.

We can only hope.

Three day chart ... volume pattern looking promising for another good surge today ... any time now.

.......Wen Gulfstream...............G700 - Gulfstream Aerospace

Regards,
Esq.

Well called, lets hope it keeps that direction for the rest of the day.

 

[Bravo]

Better tell Mickle-pickle!

 

[Esq.111]

Morning Bravo & Fellow Chippers ,

Nice find on the above , interesting ...on a side note... Yesterday there were NO SHORTS TAKEN OUT ON BRN, according to the ASX site.

Regards,
Esq.

 

[Mea culpa]

Morning Bravo & Fellow Chippers ,

Nice find on the above , interesting ...on a side note... Yesterday there were NO SHORTS TAKEN OUT ON BRN, according to the ASX site.

Regards,
Esq.

Sheesh Esq. orchids to B yesterday followed by compliments today. Both considerations understandable of course. Is there something you want to tell us perhaps?