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TECH

Regular
Only that Broadcom tech was used in the AKIDA development kit..


Yes, I started digging deep into Broadcom when Lou was in charge, as in, President, Chairman and our CEO, my nickname for him back
then was "chief 3 hats"....never could find anything solid, I can't remember if FF did, maybe he could comment if he wishes.

Regards...Tech (y)
 
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Only that Broadcom tech was used in the AKIDA development kit..

Thanks DB.

Be interesting to see where they picked up their NN tech and what it's specs are.

Nothing much been divulged yet I can find.
 
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IloveLamp

Top 20
Rob likes


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cassip

Regular
Few months old but see that Fujitsu also chasing neuromorphic program as part of their Fugaku Next processors.

Within the slides.

We got someone in Japan now hey?

Get door knocking haha




Fujitsu To Fork Arm Server Chip Line To Chase Clouds

Timothy Prickett Morgan
Timothy Prickett Morgan

6 months ago
fujitsu-monaka-logo-1024x1024.jpg

When it comes to chips, there is a big difference between a kicker and a fork.
The kicker is a successor that implements an architecture and design and that includes microarchitecture enhancements to boost core performance (core in the dual meanings of that word when it comes to CPUs) as well as taking advantage of chip manufacturing processes (and now packaging) to scale the performance further in a socket.
The fork is a divergence of some sort, literally a fork in the road that makes all the difference as Robert Frost might say. There can be compatibility – such as the differences between big and little cores in the Arm, Power, and now X86 markets. Intel and AMD are going to be implementing big-little core strategies in their server CPU lines this year, AMD in its “Bergamo” Epycs and Intel in its “Sierra Forest” Xeon SPs. Intel has had X86 compatible Atom and Xeon chips and now E and P cores for a decade and a half, so this is not precisely new to the world’s largest CPU maker.
And this kind of fork is what we think Japanese CPU and system maker Fujitsu will be doing with its future “Monaka” and “Fugaku-Next” processors, the former of which was revealed recently and the latter of which went onto the whiteboards with stinky markers – well, it was the beginning of a feasibility study by the Japanese Ministry of Education, Culture, Sports, Science, and Technology, with Education, Culture, Sports, Science being a variable X and thus making up the abbreviation MEXT – back in August 2022.

Fujitsu has been a tight partner of the RIKEN Lab, the country’s pre-eminent HPC research center, since the design of the $1.2 billion “Keisuko” K supercomputer, which began in 2006 to break the 10 petaflops barrier in 64-bit precision floating point processing and which was delivered in 2011. Design on the follow-on the $910 million, 513.9 petaflops “Fugaku” supercomputer, which saw Fujitsu switch from its Sparc64 architecture to a custom, vector-turbocharged Arm architecture, started in 2012. The Fugaku system was delivered in June 2020, was fully operational in 2021, and work on the Fugaku-Next system started a year later, right on schedule.
View attachment 44838
According to the roadmap put out by Fujitsu and RIKEN Lab at SC22 last November, the plan is for the Fugaku-Next machine to be operational “around 2030,” and that timing is important (we will get into that in a moment).
Here are the research ideas being tackled and the technology embodied in Fugaku-Next and who is doing the tackling:
View attachment 44839
All of the ideas you would expect in a machine being installed in six or seven years are there – a mix of traditional HPC and AI and the addition of quantum and neuromorphic computing. Supercomputers in the future will be powerful, no doubt, but it might be better called “flow computing” more than “super computing” because there will be a mix of different kinds of compute and applications comprised of workflows of different smaller applications working in concert, either in a serial manner or in iterative loops.
Significantly, Fujitsu and RIKEN are emphasizing “compatibility with the existing ecosystem” and “heterogeneous systems connected by high bandwidth networks.” Fujitsu says further that the architecture of the Fugaku-Next system will use emerging high density packaging, have energy efficient and high performance accelerators, low latency and high bandwidth memory.
If history is any guide, and with Japanese supercomputers it absolutely is, then a machine is installed in the year before it goes operational, which means Fugaku-Next will be installed in “around 2029” or so.
Keep that all in mind as we look at the “Monaka” CPU that Fujitsu is working on under the auspices of the Japanese government’s New Energy and Industrial Technology Development Organization (NEDO). At the end of February, Fujitsu, NEC, AIO Core, Kioxia, and Kyocera were all tapped to work on more energy efficient datacenter processing and interconnects. Specifically, the NEDO effort wants to have energy efficient server CPUs and photonics-boosts SmartNICs.
Within this effort, it looks like Fujitsu is making a derivative of the A64FX Arm processor at the heart of the Fugaku system, but people are conflating this with meaning that Monaka is the follow-on processor that will be used in the Fugaku-Next system.
This is precisely what was said: “Fujitsu will further refine this technology and develop a low-power consumption CPU that can be used in next-generation green datacenters.”
Here are the tasks assigned to the NEDO partners:


  • Fujitsu: Development of low-power consumption CPUs and photonics smart NIC
  • NEC: Development of low-power consumption accelerators and disaggregation technologies
  • AIO Core: Development of photoelectric fusion devices
  • Kioxia: Development of Wideband SSD
  • Fujitsu Optical Components: Development of photonics smart NIC
  • Kyocera: Development of photonics smart NIC
The Monaka CPU is due in 2027 and aims to provid higher performance at lower energy consumption:
View attachment 44840
How this will happen is unclear, but the implication is that it will be an Arm-based server processor, but one optimized for hyperscalers and cloud builders and not for HPC and AI centers. That should mean more cores and less vector processing relative to A64FX (or rather, the kicker to A64FX in Fugaku-Next system) and very likely the addition of low-precision matrix math units for AI inference. Something conceptually like Intel’s “Sapphire Rapids” Xeon SPs and future AMD Epyc processors with Xilinx DSP AI engines in terms of capabilities, but with an Arm core and a focus on energy efficiency, much higher performance per watt.
In fact, as Fujitsu looks ahead to 2027, when Monaka will go into production systems, it says it will be able to deliver 1.7X the application performance and 2X the performance per watt of “Another – 2027” CPU, whatever that might be.
The confusing bit, which has led some people to believe that Monaka is the processor that will be the kicker to A64FX and used in the Fugaku-Next systen, is this sentence: “Not only boosting traditional HPC workloads, but also providing high performance for AI & Data Analytical workloads.”
But here is the thing, which we point out often:HPC is about getting performance at any cost, and hyperscalers and cloud builders need to get the best reasonable performance at the lowest cost and lowest power.
These are very different design points, and while you can build HPC in the cloud, you can’t build a cloud optimized for running Web applications and expect it to do well on HPC simulation and modeling or even AI training workloads. And vice versa. An HPC cluster would not be optimized for low cost and low power and would be a bad choice for Web applications. You can sell real HPC systems under a cloud model, of course, by putting InfiniBand and fat nodes with lots of GPUs in 20 percent of the nodes in a cloud, but it is never going to be as cheap as the plain vanilla cloud infrastructure, which has that different design point.
With Fugaku-Next being a heterogeneous, “flow computer” style of supercomputer, it is very reasonable to think that a kicker to the Monaka Arm CPU aimed at cloud infrastructure could end up in the Fugaku-Next system. But that is not the same thing as saying there will not be a successor to A64FX, which researchers have already shown can have its performance boosted by 10X by 2028 with huge amounts of stacked L3 cache and process shrinks on the Arm cores. That is with no architectural improvements on the A64FX cores, and you know there will be tweaks here.

We think it is far more likely that a successor to Monaka, which we would expect in 2029 given a two year processor cadence, could be included in Fugaku-Next, but that there is very little chance it will be the sole CPU in the system – unless the economy tanks and MEXT and NEDO have to share money.
The Great Recession messed up the original “Keisuko” project, which had Fujitsu doing a scalar CPU, NEC doing a vector CPU, and Hitachi doing the torus interconnect we now know as Tofu. NEC and Fujitsu backed out because the project was too expensive and they did not think the technology could be commercialized enough to cover the costs. Fujitsu took over the project and delivered brilliantly, but we suspect that making money from Sparc64fx and A64FX has been difficult.
But, with government backing, as Fujitsu has thanks to its relationship with RIKEN, and Japan’s desire to be independent when it comes to its fastest supercomputer, none of that matters. What was true in 2009 about the value of supply chain independence (which many countries ignored for the sake of ease and lower cost supercomputers) is even more true in 2029.
Fujitsu is not being specific, and Satoshi Matsuoka, director of RIKEN Lab and a professor at Tokyo Institute of Technology, commented on the reports that Monaka was being used in Fugaku-Next machine in his Twitter feed thus: “Nothing has been decided yet whether Monaka will power #FugakuNEXT; it is certainly one of the technical elements under consideration.” But he also added this: “Since #HPC(w/AI, BD) is no longer a niche market, the point is not to create a singleton ***scale machine, but S&T platforms that will span across SCs, clouds etc. For that purpose, SW generality & market penetratability esp. to hyperscalars are must. We will partner w/vendors sharing the same vision.”
We think there will be two Arm CPUs used in Fugaku-Next: One keyed to AI inference and generic CPU workloads and one tuned to do really hard HPC simulation and AI training. Call them A64FX2 and Monaka2 if you want. The only way there will be one chip is if the budget compels it, just as happened with the K machine.
But, this is admittedly just speculation, and we will have to wait and see

Hello to all, hello @Fullmoonfever,

today an article in the Handelsblatt about the new Fujitsu chip which should save 90% energy

Regards
Cassip


"Tokyo. The boom in artificial intelligence (AI) has a downside: the high energy consumption of data centres. If the rapid growth continues, there could be a threat of power shortages. "That's exactly what we want to prevent," says Fujitsu
-head of technology Vivek Mahajan. The Japanese company is developing an AI chip which, according to Mahajan, will only consume a tenth of the energy of comparable models."

Translated with DeepL.com (free version)

 
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Frangipani

Regular
Dr. Arpan Pal, Distinguished Chief Scientist and Research Area Head with the Embedded Devices and Intelligent Systems, Tata Consultancy Services (TCS) Research, recently co-authored two papers on topics that sound like potential applications for Akida to me, even though the abstracts don’t mention neuromorphic technology being involved. Maybe someone with institutional access is keen on having a closer look at the full text PDFs…


5A5AF475-A733-4C9C-BE22-FDA69619030C.jpeg





61E84FEA-9F08-47FE-A3D1-5E6A96221464.jpeg
 
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McHale

Regular
Largest trading day in well over a year!!!! What we got cooking?! :)

View attachment 51045
It is most likely end of month book balancing for some large insto holder/s (this would not be retail selling), as we can see it ended up being a very large volume day. It is possibly an insto who still hasn't sold down (enough yet) after BRN was deleted from ASX200, also possible they had shares out on loan - hence reduction in shorted stock recently.

Something else in play re insto sell down is that end of December book balancing is a completely different story to this month, because end of year traded volumes are usually always very much lower than any other month of the year (brokers and instos on holiday). So if they want to lighten up they don't get another chance until end of january.

I don't think we have anything cooking (until we get an announcement which would be fundamental news), the instos with their stock loaning and their bots are fully in control (and they are manipulating purely on technicals in the long term absence of any fundamental news), however I am happy to see some instos lightening their holdings because my sense of it is, that these are most likely the ones who have been doing most of the manipulating with the SP - so if correct that would be a case of good riddance.

Another facet is that there would also be a number of instos who do know what is cooking with BRN (not all instos sing from the same hymn book - they play different strategies - same with their bots), and their analysts would be aware that BRN is getting close to the point where there is a much higher probability of positive news in the near term future.

It's interesting to see @stan9614 put up news re MSCI Global micro Caps' inclusion of BRN in their Index, because you might think that there could be some accumulation on the strength of that news, I believe this index is a widely traded as an ETF, but have to say on looking at stats (see below) it won't have a significant effect on shares traded at this point.
Screenshot 2023-12-01 at 7.09.39 pm.png

Moving on to recent price action, I read somebody here the other day talking about the beginning of a possible 3rd wave up; that could not be the case after a 21 month downtrend. What I would like to see is a 1st wave up, however todays price action is threatening what was beginning to look like a break in this relentless downtrend, see chart below, but bottom line BRN has to stay above the low of 23rd Nov (the purple arrow {lower right side} is below the said recent low). If that low (18c) is broken then from a technical perspective BRN would be back in a downtrend.

Of course I do not want that to happen, because what I want to see is 25c broken through convincingly, and then we could say with a lot more confidence, that yes, BRN is in a wave 1 up.

Screenshot 2023-12-01 at 7.27.31 pm.png
 
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Well it’s December now - Sean I want my Christmas present early! 😂

But seriously I do….

Revenue associated news please!
 
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AusEire

Founding Member. It's ok to say No to Dot Joining
Share price down today

Must have been another secret meeting with retail shareholders to tell them sell their shares.

Sarcasm aside great to see all the top posts in here again and less bickering 👍
 
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Well it’s December now - Sean I want my Christmas present early! 😂

But seriously I do….

Revenue associated news please!
Dear Santa please 😂
I’m not 100% certain but didn’t Sean say I’m his last interview that we can expect new partnerships rather than ip licenses?
I hope I’m wrong because in that case we can wait for another year or so until something revenue associates might come.
 
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Rach2512

Regular



At 4 min mark,Jensen
 
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Rach2512

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Jensen Huang mentions their love of ARM processors, cost effective, use less energy
 
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Rach2512

Regular
Sorry for disjointed post, it's doing something weird when I try to copy and paste.
 
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Terroni2105

Founding Member
We got any dots with anyone through to Broadcom...would be nice :unsure:



Broadcom Introduces Industry’s First Switch With On-Chip Neural Network​

The New Trident 5-X12 Doubles Bandwidth, Reduces Power By 25%, and Adds Neural Network To Enable Next-Generation Telemetry, Security and Traffic Engineering
SAN JOSE, Calif., Nov. 30, 2023 (GLOBE NEWSWIRE) -- In a world’s first for switching silicon, Broadcom Inc. (NASDAQ:AVGO) today announced a novel on-chip, neural-network inference engine called NetGNT (Networking General-purpose Neural-network Traffic-analyzer) in its new, software-programmable Trident 5-X12 chip.

Hi Fmf, @Fullmoonfever
does this link give a bit more info that you’re looking for? I was looking at this morning because Sailesh Chittepedi from Renesas liked it on LinkedIn (posted by Broadcom) but the tech info went over my head.


 
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Mt09

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Sorry for disjointed post, it's doing something weird when I try to copy and paste.
No
 
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Mt09

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Share price down today

Must have been another secret meeting with retail shareholders to tell them sell their shares.

Sarcasm aside great to see all the top posts in here again and less bickering 👍
1701425596707.gif
 
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buena suerte :-)

BOB Bank of Brainchip
It is most likely end of month book balancing for some large insto holder/s (this would not be retail selling), as we can see it ended up being a very large volume day. It is possibly an insto who still hasn't sold down (enough yet) after BRN was deleted from ASX200, also possible they had shares out on loan - hence reduction in shorted stock recently.

Something else in play re insto sell down is that end of December book balancing is a completely different story to this month, because end of year traded volumes are usually always very much lower than any other month of the year (brokers and instos on holiday). So if they want to lighten up they don't get another chance until end of january.

I don't think we have anything cooking (until we get an announcement which would be fundamental news), the instos with their stock loaning and their bots are fully in control (and they are manipulating purely on technicals in the long term absence of any fundamental news), however I am happy to see some instos lightening their holdings because my sense of it is, that these are most likely the ones who have been doing most of the manipulating with the SP - so if correct that would be a case of good riddance.

Another facet is that there would also be a number of instos who do know what is cooking with BRN (not all instos sing from the same hymn book - they play different strategies - same with their bots), and their analysts would be aware that BRN is getting close to the point where there is a much higher probability of positive news in the near term future.

It's interesting to see @stan9614 put up news re MSCI Global micro Caps' inclusion of BRN in their Index, because you might think that there could be some accumulation on the strength of that news, I believe this index is a widely traded as an ETF, but have to say on looking at stats (see below) it won't have a significant effect on shares traded at this point. View attachment 51148
Moving on to recent price action, I read somebody here the other day talking about the beginning of a possible 3rd wave up; that could not be the case after a 21 month downtrend. What I would like to see is a 1st wave up, however todays price action is threatening what was beginning to look like a break in this relentless downtrend, see chart below, but bottom line BRN has to stay above the low of 23rd Nov (the purple arrow {lower right side} is below the said recent low). If that low (18c) is broken then from a technical perspective BRN would be back in a downtrend.

Of course I do not want that to happen, because what I want to see is 25c broken through convincingly, and then we could say with a lot more confidence, that yes, BRN is in a wave 1 up.

View attachment 51149
Evening @McHale … I really appreciate your very comprehensive and knowledgeable posts … I’m still learning so much everyday on how the Stock Markets work!

I will read and decipher more of your post tomorrow… having a few reds with friends at the moment.. cheers have a great weekend 🍷🍷
 
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1701433294437.png


Good to see Indian Govt and TCS discussing neuromorphic with the semiconductor industry.

😀
 
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Hi Fmf, @Fullmoonfever
does this link give a bit more info that you’re looking for? I was looking at this morning because Sailesh Chittepedi from Renesas liked it on LinkedIn (posted by Broadcom) but the tech info went over my head.


Hey Terroni

Thanks for that.

Yeah, tech mostly goes over my head too but sometimes I get the gist of certain things haha

They haven't really given much background on the NN yet from what I've seen so far.

I don't expect to be us but hey....gotta be optimistic.
 
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