BRN Discussion Ongoing

[Diogenese]

Edge AI Box

Our Edge AI computing solutions help accelerate the deployment of new applications across IoT use cases: security and surveillance, retail, smart factories, smart cities and more.

www.qualcomm.com

I was just looking at Qualcomm‘s Edge Box and they have a range of five which makes it interesting from a competitive point of view for Brainchip. Obviously we are targeting the ”Edge” edge but I am guessing we will still be connected to the internet to be able to communicate to the outside world. Eg an alarm is activated and a message goes to dedicated response line/person? So I also believe we will be connected to power to the low power advantage Akida has will be neutralised. I could be wrong of course as I have no technical knowledge on these products.

On the same Qualcomm page I saw GMAC and CVEDIA as partners who we are with also.

Will CVEDIA’s be partnered in this regarding CCTV footage?

It’ll be interesting to see the competitive specs to show the market what Akida is capable of.

I know from a personal perspective I often buy the known larger brand product (e.g. Samsung vs Hisense) as I’m also buying; reputation, confidence in the known brand and after sales assistance; so it will be interesting to see how Brainchip can get a toe in the market against QUALCOMM and NVIDIA etc.

I think price will play a big part in getting the sales but I think we will have to sell for less profit to become known and trusted and build a reputation and brand. That might not be a big issue as we know AKIDA is a lot cheaper than NVIDIA so even at a cheaper sales price the profit margins might not be too bad.

Looking forward to seeing what CES2024 brings.

Hi SG,

Good point.

The VVDN EB will include Akida 1 SoC with a WiFi modem and Ethernet interface. I don't know whether the inbuilt ARM Cortex processor will have sufficient processing power or whether it will need an additional processor. Akida 1 has a number of built-in communication interfaces, so the EB could communicate with a local computer or it could communicate over the internet.
Hexagon and presumably its predecessors employ a mishmash of DSP/GPU/CPU for its "AI" capabilities such as ML. This will involve running software. I don't know how much of the classificaftion/inference will run on software, but it will use significantly more power than the VVDN Akida EB.
As you say, that may not be a deal-breaker in powered locations. But running GPU necessitates mechanical fan cooling, adding to both component cost and assembly time, as well as increasing the overall box size.
The VVDN Akida EB will be "greener" that Qualcomm's, using less power and less material.

 

[Fullmoonfever]

Author just on hackster hedging bets either Gen 1 or even possibly Gen 2

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.

www.hackster.io

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI​

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.​

https://www.hackster.io/ghalfacree
ghalfacree
1 minute ago • Machine Learning & AI

BrainChip, which offers neuromorphic processing technology for high-efficiency machine learning and artificial intelligence (ML and AI) at the edge, has announced that it will be opening pre-sales for its Akida Edge Box — the "industry's first edge box powered by neuromorphic AI IP" — in January next year, following a demonstration at the Consumer Electronics Show (CES) 2024.

“BrainChip's neuromorphic technology gives the Akida Edge box the 'edge' in demanding markets such as industrial, manufacturing, warehouse, high-volume retail, and medical care," claims BrianChip's chief executive officer Sean Hehir of the company's impending launch. "We are excited to partner with an industry leader like VVDN technologies to bring groundbreaking technology to the market."

BrainChip has teased an upcoming "Akida Edge Box" device for its neuromorphic processing technology, due to be unveiled at CES in January 2024. (: BrainChip)

"There is a strong demand for cost-effective, flexible edge AI computation across many industries," adds VVDN Technologies co-founder and chief executive officer Puneet Agarwal, whose company partnered with BrainChip to bring the Akida Edge Box to life. "VVDN is excited to offer OEMs [Original Equipment Manufacturers] its experience and expertise in bringing the advanced, transformative technology integrations that meet market needs and eventually help them with faster time to market.”

BrainChip showed off the original brain-inspired Akida neuromorphic processing concept at the Linley Fall Processor Conference back in 2019, refining the ecosystem over the next two years before the public launch of development kits built around compact Intel and Raspberry Pi computing systems.

In January last year the company announced full commercialization followed by a partnership with Edge Impulse to make Akida more accessible, and in October this year placed Akida 2.0 in "early access" as what Hehir claimed was a "significant step in BrainChip’s vision to bring unprecedented AI processing power to edge devices, untethered from the cloud."

The company has not yet shown off the Akida Edge Box, but had already launched development kits built around compact PCs and SBCs. (: BrainChip)

Technical details of the Akida Edge Box have not yet been disclosed, but the device is likely to take the form of a small form factor or single-board computer coupled with one or more of the company's Akida or Akida 2.0 neuromorphic processing units. This, the company says, will offer support for "cost-effective and low-latency" on-device artificial intelligence workloads like visual detection, patient monitoring, security and surveillance, and manufacturing.

BrainChip and VVDN Technologies plan to formally unveil the Akida Edge Box at the Consumer Electronics Show 2024 in Las Vegas between January 9-12 2024 with a live demo, after which it will go up for pre-order ahead of an unspecified launch date. More information on the company's technology is available on the BrainChip website.

 

[DingoBorat]

Author just on hackster hedging bets either Gen 1 or even possibly Gen 2

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.

www.hackster.io

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI​

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.​

https://www.hackster.io/ghalfacree
ghalfacree
1 minute ago • Machine Learning & AI

BrainChip, which offers neuromorphic processing technology for high-efficiency machine learning and artificial intelligence (ML and AI) at the edge, has announced that it will be opening pre-sales for its Akida Edge Box — the "industry's first edge box powered by neuromorphic AI IP" — in January next year, following a demonstration at the Consumer Electronics Show (CES) 2024.

“BrainChip's neuromorphic technology gives the Akida Edge box the 'edge' in demanding markets such as industrial, manufacturing, warehouse, high-volume retail, and medical care," claims BrianChip's chief executive officer Sean Hehir of the company's impending launch. "We are excited to partner with an industry leader like VVDN technologies to bring groundbreaking technology to the market."

BrainChip has teased an upcoming "Akida Edge Box" device for its neuromorphic processing technology, due to be unveiled at CES in January 2024. (: BrainChip)

"There is a strong demand for cost-effective, flexible edge AI computation across many industries," adds VVDN Technologies co-founder and chief executive officer Puneet Agarwal, whose company partnered with BrainChip to bring the Akida Edge Box to life. "VVDN is excited to offer OEMs [Original Equipment Manufacturers] its experience and expertise in bringing the advanced, transformative technology integrations that meet market needs and eventually help them with faster time to market.”

BrainChip showed off the original brain-inspired Akida neuromorphic processing concept at the Linley Fall Processor Conference back in 2019, refining the ecosystem over the next two years before the public launch of development kits built around compact Intel and Raspberry Pi computing systems.

In January last year the company announced full commercialization followed by a partnership with Edge Impulse to make Akida more accessible, and in October this year placed Akida 2.0 in "early access" as what Hehir claimed was a "significant step in BrainChip’s vision to bring unprecedented AI processing power to edge devices, untethered from the cloud."

The company has not yet shown off the Akida Edge Box, but had already launched development kits built around compact PCs and SBCs. (: BrainChip)

Technical details of the Akida Edge Box have not yet been disclosed, but the device is likely to take the form of a small form factor or single-board computer coupled with one or more of the company's Akida or Akida 2.0 neuromorphic processing units. This, the company says, will offer support for "cost-effective and low-latency" on-device artificial intelligence workloads like visual detection, patient monitoring, security and surveillance, and manufacturing.

BrainChip and VVDN Technologies plan to formally unveil the Akida Edge Box at the Consumer Electronics Show 2024 in Las Vegas between January 9-12 2024 with a live demo, after which it will go up for pre-order ahead of an unspecified launch date. More information on the company's technology is available on the BrainChip website.

It won't be Gen 2 at this stage.

 

[JB49]

Dont be expecting any decent revenue from the box. Sean said on his stock down under interview "were just gonna try this to get some work loads out there, so you'll see some revenue, but we're not expecting anything big"

 

[Taproot]

Author just on hackster hedging bets either Gen 1 or even possibly Gen 2

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.

www.hackster.io

BrainChip Partners with VVDN, Teases an Industrial "Akida Edge Box" for On-Device ML and AI​

Compact edge AI compute device will be demonstrated live during the Consumer Electronics Show (CES) 2024, BrainChip promises.​

https://www.hackster.io/ghalfacree
ghalfacree
1 minute ago • Machine Learning & AI

BrainChip, which offers neuromorphic processing technology for high-efficiency machine learning and artificial intelligence (ML and AI) at the edge, has announced that it will be opening pre-sales for its Akida Edge Box — the "industry's first edge box powered by neuromorphic AI IP" — in January next year, following a demonstration at the Consumer Electronics Show (CES) 2024.

“BrainChip's neuromorphic technology gives the Akida Edge box the 'edge' in demanding markets such as industrial, manufacturing, warehouse, high-volume retail, and medical care," claims BrianChip's chief executive officer Sean Hehir of the company's impending launch. "We are excited to partner with an industry leader like VVDN technologies to bring groundbreaking technology to the market."

BrainChip has teased an upcoming "Akida Edge Box" device for its neuromorphic processing technology, due to be unveiled at CES in January 2024. (: BrainChip)

"There is a strong demand for cost-effective, flexible edge AI computation across many industries," adds VVDN Technologies co-founder and chief executive officer Puneet Agarwal, whose company partnered with BrainChip to bring the Akida Edge Box to life. "VVDN is excited to offer OEMs [Original Equipment Manufacturers] its experience and expertise in bringing the advanced, transformative technology integrations that meet market needs and eventually help them with faster time to market.”

BrainChip showed off the original brain-inspired Akida neuromorphic processing concept at the Linley Fall Processor Conference back in 2019, refining the ecosystem over the next two years before the public launch of development kits built around compact Intel and Raspberry Pi computing systems.

In January last year the company announced full commercialization followed by a partnership with Edge Impulse to make Akida more accessible, and in October this year placed Akida 2.0 in "early access" as what Hehir claimed was a "significant step in BrainChip’s vision to bring unprecedented AI processing power to edge devices, untethered from the cloud."

The company has not yet shown off the Akida Edge Box, but had already launched development kits built around compact PCs and SBCs. (: BrainChip)

Technical details of the Akida Edge Box have not yet been disclosed, but the device is likely to take the form of a small form factor or single-board computer coupled with one or more of the company's Akida or Akida 2.0 neuromorphic processing units. This, the company says, will offer support for "cost-effective and low-latency" on-device artificial intelligence workloads like visual detection, patient monitoring, security and surveillance, and manufacturing.

BrainChip and VVDN Technologies plan to formally unveil the Akida Edge Box at the Consumer Electronics Show 2024 in Las Vegas between January 9-12 2024 with a live demo, after which it will go up for pre-order ahead of an unspecified launch date. More information on the company's technology is available on the BrainChip website.

Like Dio said, the VVDN / BRN Edge Box will be equipped with Akida 1000.

Products – Akida Neural Processor SoC

Learn more about the Akida Neural Proccesor System-on-Chip!

brainchip.com

At this stage in BRN development, I really think the most important thing to be doing is to benchmark this box against the other better name brand edge boxes like Nvidia and Qualcomm. There need to be comparisons made between the different edge boxes in like for like situations.
So that clear benchmarking can be defined, which can be turned into marketing gold. Less Power, smaller more compact device, with less components ie ( fans )., making the device instantly " greener " and more environmentally friendly. Then technical and performance benchmarks in like for like comparisons. We need to show that BRN / Neuromorphic / Akida is a better option / choice, and we need to clearly define why this is so. Unless Brainchip can show on paper and in real life demonstrations why this product can outperform the competition in clearly defined and understandable benchmarks, then consumers will continue to purchase the name brands every time. Lets hope that VVDN and Brainchip have a great presentation lined up for Jan 12 +

 

[Fullmoonfever]

@DingoBorat @Taproot

Most likely correct hence my thinking emoji in my post.

However we know Gen 2 available to early adopters Q3, VVDN Ann was beginning of Sept and no doubt we would have been working with them prior you'd think in developing the EB.

Personally I'd like it to be the Gen 2 as what better way to showcase our latest tech with ViT, TENNS at the premier tech event in CES with essentially our first commercially available off the shelf consumer / business product.

Wishful thinking maybe though.

 

[JDelekto]

@DingoBorat @Taproot

Most likely correct hence my thinking emoji in my post.

However we know Gen 2 available to early adopters Q3, VVDN Ann was beginning of Sept and no doubt we would have been working with them prior you'd think in developing the EB.

Personally I'd like it to be the Gen 2 as what better way to showcase our latest tech with ViT, TENNS at the premier tech event in CES with essentially our first commercially available off the shelf consumer / business product.

Wishful thinking maybe though.

I think that as Akida 2.0 was announced in March and the IP was made available as early access in October, they would most likely be using Akida 2.0 in their design.

The announcement claims that the Akida Edge Box was designed for vision-based AI workloads, so BrainChip would want to show off its TENN feature and vision transformers.

Putting this new device on display at CES is a chance to market the latest Akida technology, so I would bet that 2.0 would be at play here, possibly even with the hardware using the IP possibly being manufactured at Intel's Global Foundries.

If the Edge boxes were using the Akida 1.0 IP and could stand against the competitors in performance and power requirements, imagine how much more compelling it would make the Akida 2.0 IP for those still on the fence.

 

[Mt09]

@DingoBorat @Taproot

Most likely correct hence my thinking emoji in my post.

However we know Gen 2 available to early adopters Q3, VVDN Ann was beginning of Sept and no doubt we would have been working with them prior you'd think in developing the EB.

Personally I'd like it to be the Gen 2 as what better way to showcase our latest tech with ViT, TENNS at the premier tech event in CES with essentially our first commercially available off the shelf consumer / business product.

Wishful thinking maybe though.

Can’t remember at what time point but Sean specifically says the edge box contains akd1000, the chip we had made and have stock of. At this point there’s no akd2000 reference chip ie “hardware” no doubt that will come in the future.

 

[TECH]

Good morning back in Aussie,

I think an important point to remember with regards VVDN is this: they already make Edge Box's for both of our potential competitors,
namely Nvidia and Qualcomm, adding us to the mix sends a very strong message before a single confirmed sale has even been registered.

Can the others really compete, we shall all find out as CES unfolds, benchmarking is about to be ramped up a number of notches in my
opinion, the more product/s to hit the market will confirm our dominance at the edge, both Nvidia and Qualcomm representatives will be
keenly observing this launch at CES, the new kid on the block has finally arrived.... Akida.

Tech.

 

[DingoBorat]

@DingoBorat @Taproot

Most likely correct hence my thinking emoji in my post.

However we know Gen 2 available to early adopters Q3, VVDN Ann was beginning of Sept and no doubt we would have been working with them prior you'd think in developing the EB.

Personally I'd like it to be the Gen 2 as what better way to showcase our latest tech with ViT, TENNS at the premier tech event in CES with essentially our first commercially available off the shelf consumer / business product.

Wishful thinking maybe though.

AKIDA 2.0 is available, but there hasn't been an announcement of a physical AKD2000 reference chip being produced..

Not sure exactly when the AKD1000 chips were originally made, but there was the engineering samples and then the reference chips, which were greatly improved.

Must be getting close to two years though and they are going into Edge Boxes now and will be State of the Art!

To do that today, in these times of rapid technological development, just goes to show, how far AKIDA is ahead of the curve.

They could also use AKD1500 chips, if they needed to?..

We really have no idea, how many AKD1000 chips were produced, or what percentage of the run were "good".

There's always a non viable percentage and we don't know what the device yield is, when producing AKIDA chips, but I'm guessing, with the engineering samples coming out practically perfect first time (a huge credit to Anil Mankar, as was stated by Louis DiNardo, who had rarely seen that) that it is pretty high, by industry standards.

 

[Fullmoonfever]

Can’t remember at what time point but Sean specifically says the edge box contains akd1000, the chip we had made and have stock of. At this point there’s no akd2000 reference chip ie “hardware” no doubt that will come in the future.

Thanks for confirming that MT.

Makes sense seeing we got stock sitting around, just a shame then it wasn't our current flagship product at the flagship Tech event of the year.

No doubt Gen 2 will be on display anyway and big bonus if someone else is using it too.

 

[Glen]

Intel Foundry All Set to Mass-Produce 20A "2nm" Chips In 2024, Ramping Up Competition

Intel is all set to initiate production of its 20A (2nm process) next year, as revealed in an interview by the company's SVP.

wccftech-com.cdn.ampproject.org

 

[IloveLamp]

Qualcomm website just got a facelift......

Qualcomm AI Products | Intuitive AI Technology | Qualcomm

Discover the power of Qualcomm AI technology for applications in transportation, smart homes, mobile XR experiences and more.

www.qualcomm.com

 

[DingoBorat]

Intel Foundry All Set to Mass-Produce 20A "2nm" Chips In 2024, Ramping Up Competition

Intel is all set to initiate production of its 20A (2nm process) next year, as revealed in an interview by the company's SVP.

wccftech-com.cdn.ampproject.org

Samsung’s 3nm chip manufacturing yield may have surpassed TSMC’s 3nm yield

Over the past few years, Samsung Foundry lost several chip clients to TSMC due to its lower chip manufacturing yields ...

www.sammobile.com

This article was updated in July this year.

"According to the report, Samsung Foundry's yield for its 3nm chip manufacturing process is 60%. In comparison, TSMC's 3nm chip yield is around 55%. It means Samsung finally has the upper hand over TSMC in ultra-advanced chip manufacturing technology. Since TSMC is behind Samsung Foundry in the 3nm segment, it is possible that Samsung could win back the clients it lost to TSMC for 4nm and 5nm processes"

Such low yields still in the 3nm process (4nm is 75 to 80% from the article) and they are going to 2nm next year?? ..

Moore's law for Von Neumann architecture is dead, when will they realise that?..

 

[MDhere]

Qualcomm website just got a facelift......

Qualcomm AI Products | Intuitive AI Technology | Qualcomm

Discover the power of Qualcomm AI technology for applications in transportation, smart homes, mobile XR experiences and more.

www.qualcomm.com

View attachment 52145

Well well well once again you have made my
Sunday @IloveLamp ❤ I know I saw this exact same picture somewhere before and here it is -

This is now no coincidence my opinion. And wait what's the catchy words - sense, think, act.
Thankyou Nokia i have no further questionsfor more ❤

 

[IloveLamp]

Well well well once again you have made my
Sunday @IloveLamp ❤ well well well I know I saw this exact same picture somewhere before and here it is -
View attachment 52146
This is now no coincidence my opinion. And wait what's the catchy words - sense, think, act.
Thankyou Nokia i have no further questionsfor more ❤

Nokia a given with us imo agreed @MDhere . NOKIA and GOOGLE also involved with the aus gov in satellites/ space etc etc

 

[DingoBorat]

Well well well once again you have made my
Sunday @IloveLamp ❤ well well well I know I saw this exact same picture somewhere before and here it is -
View attachment 52146
This is now no coincidence my opinion. And wait what's the catchy words - sense, think, act.
Thankyou Nokia i have no further questionsfor more ❤

Nokia uses Qualcomm processors, so that's no surprise.

I want to see a rock solid connection, between us and them

 

[hotty4040]

Like Dio said, the VVDN / BRN Edge Box will be equipped with Akida 1000.

Products – Akida Neural Processor SoC

Learn more about the Akida Neural Proccesor System-on-Chip!

brainchip.com

At this stage in BRN development, I really think the most important thing to be doing is to benchmark this box against the other better name brand edge boxes like Nvidia and Qualcomm. There need to be comparisons made between the different edge boxes in like for like situations.
So that clear benchmarking can be defined, which can be turned into marketing gold. Less Power, smaller more compact device, with less components ie ( fans )., making the device instantly " greener " and more environmentally friendly. Then technical and performance benchmarks in like for like comparisons. We need to show that BRN / Neuromorphic / Akida is a better option / choice, and we need to clearly define why this is so. Unless Brainchip can show on paper and in real life demonstrations why this product can outperform the competition in clearly defined and understandable benchmarks, then consumers will continue to purchase the name brands every time. Lets hope that VVDN and Brainchip have a great presentation lined up for Jan 12 +

Looks, very impressive to me, the uninitiated " clever dick - sometimes " learner, one.

Dodgy Ness. It's a good time now for you to put some thoughts together, to explain what this edgybox ( The Akida Ballista one ) is, i.e. so that I, and other " not so techy understandy " individuals can grasp this Technology in more detail. It appears to be a capable device, I think !! Perhaps you could explain why and how it is, and it's significance in terms of it's usage and it's current and future applications.

At this time, my head is a bit hurty trying to understand, " what's going on ( pretty similar to the the " Black box " ( that in actual fact is orange in colour in my understanding ) invention some years ago now ), here in Australia. Still not sure what and how that device works. Will this " edgebox " be a game changer at all, now and into the future, and could it improve/replace the " black box " in any way ?.

These questions/thoughts are open to all on this forum, so that I/others can become aware of what this device " edgebox " is designed to achieve, to enable us all to understand it's usefulness, moving forward.

And what could sales of this device bring realistically. I have other questions in regard to this, but they can wait until I've got my head around this edgebox device first.

TIA......

Akida Ballista ( Still, I'm Sure )....

hotty...

 

[Fullmoonfever]

Nice to see Sony stepping up to neuromorphic as well.

Be great to have a formal link / overlap with Sony / Prophesee / Akida.

Yes, I know we partnered with Prophesee but yet to see where that's truly at yet.

49 Jobs für Wissenschaftler in Schweiz

49 Top-Jobs des Tages für Wissenschaftler in Schweiz. Nutzen Sie Ihr Netzwerk und finden Sie einen Job. Jeden Tag kommen neue Angebote für Wissenschaftler hinzu.

ch.linkedin.com

Neuromorphic Computing Research Intern​

Sony Europe Schlieren, Zurich, Switzerland
1 week ago 156 applicants

See who Sony Europe has hired for this role​

Apply

We look for the risk-takers, the collaborators, the inspired and the inspirational. We want the people who are brave enough to work at the cutting edge and create solutions that will enrich and improve the lives of people across the globe. So, if you want to make the world say wow, let's talk. The conversation starts here. If this role matches your ambitions and skillset, let's get started with your application.

The Stuttgart Laboratory 1 (SL1), which is part of the Sony Corporate Research and Development Center, conducts research in the areas of "Computational Imaging, Perception Systems, RF Communications, Artificial Intelligence and Speech & Sound Processing". SL1 is mainly located at the Stuttgart Technology Center (STC) in Germany, but also includes an office in Zürich, Switzerland. We want to accelerate the redefinition of computer vision based on the distinct characteristics of the novel Event-based Vision Sensor. Therefore, we are looking for a talented, motivated and software affine.

Neuromorphic Computing Research Intern (m/f)

to conduct basic algorithm development, work on demonstration prototypes with sensing and processing hardware and help to build a strong research portfolio from bottom up. This is an Internship or Master Thesis position at SL1 in Zürich, to start preferably in April, 1st 2024.

Your Responsibilities Will Be

• Basic algorithm research with event-based vision sensor technology
• Development and implementation of neuromorphic computing algorithms for off-line training and on-line inference of spiking neural networks on neuromorphic hardware
• Benchmarking and comparison of performance (accuracy, latency and energy-efficiency) with conventional computer vision approaches
• Support establishment of a R&D infrastructure which facilitates teamwork for research & development
  

Profile:

• Currently pursuing an MSc degree or equivalent in artificial intelligence, computer science or engineering (robotics, mechanical, electrical, or similar)
• Interested in inter-disciplinary research with a brain-inspired computing approach
• Experience with computer vision principles and related linear algebra and machine learning theory
• Experience with event-based cameras, robotics or autonomous vehicles is a plus
• We expect passion for good software with strong skills in Python and related machine learning frameworks (PyTorch). Additionally, knowledge of version control (git) is a plus
• We hope for good communication skills and willingness to work in an agile team
• Excellent oral and written English

 

[TheDrooben]

Interesting comments from Pat Gelsinger......

https://www.reuters.com/technology/intel-chief-ready-go-it-alone-chip-manufacturing-2023-12-14/

Running AI applications from far away data centers is too costly for the likes of Microsoft (MSFT.O) and will have to be run on local PCs, Gelsinger said.

"There isn't any possible way that they can have a billion Windows devices hitting Azure to be running these workloads in real time," Gelsinger said


Happy as Larry