DingoBorat
Slim
The way she is describing neuromorphic computing (although she does mention TrueNorth) it sounds like she is completely oblivious, to the existence of AKIDA?
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The way she is describing neuromorphic computing (although she does mention TrueNorth) it sounds like she is completely oblivious, to the existence of AKIDA?
DingoBorat
Slim
Isn't it the same thing? (the Dev kits allow that, with our IP?).
It looks like 8 customer chip designs, with our IP included, in concept (late stage) of development.
Edit - "concept" by definition, means early stage.
Even the Company's blurb (on AKD1000) says this.
"Each of our tiered programs brings you from concept to working prototype with varying levels of model complexity and sensor integration. In addition, our AI experts provide training and support to make the process efficient and smart"
These would be major OEM type customers.
It may be worth, seeing if we can get further clarification, of the meaning of that point (the 8) from the Company..
Last edited:
Damo4
Regular
Oh for sure, one is simply a precursor to the other.
I've been thinking about this a lot today, especially about the choice of wording.
My biggest questions are:
1. How do they define a "customer"? (does it exclude collaborations/partners)
2. How many customers make up the 8 products?
3. If a customer is deemed as paying for IP (rather than for engineering services), does that mean Megachips is servicing many products with Akida with each node?
4. Are any known connections actually customers of our customers?
Tothemoon24
Top 20
It's official: "Edge AI Movement" stole the show at this year's CES!What gives? Because it greatly embodies the popular idealism of "AI Everywhere. For Everyone."
Edge AI gives wings (of #Inference) to thin clients, puts 32-bit MCUs on steroids, and more importantly, translates directly into a new market for tens of billions of affordable (<$10 each) AI/ML-capable chips (e.g., NPUs); in contrast to millions of exorbitant ($10k-$100k each) DPUs/GPUs/DLAs currently required for implementing Cloud AI.
Enclosed is a list of 24 leading semiconductor startups in the field of Edge AI (in alphabetical order; Q1 ’24 Edition):
Alif SemiconductorAONDevices, Inc.Axelera AIBlaizeBrainChipDEEPXEdge ImpulseEfinix, Inc.Esperanto Technologies, IncEta ComputeExpedera Inc.Flex Logix Technologies, Inc.GreenWaves TechnologiesHALIO, Inc.INUITIVEKinara, Inc.MythicPerceiveQuadricRoviero Inc.SiMa.aiSyntiant Corp.Tenstorrent Inc.Untether AI
Knowing when to pivot is an essential survival skill for every startup. More than one of the honorees above have pivoted from an IC model to an IP one (and vice versa), given this everchanging and increasingly competitive market.
6 more notables in this esteemed cohort of Edge AI chip startups:
Ceremorphic, Inc.Condor Computing CorporationEdgecortixFabric CryptographyMIPS (Not a startup per se but you get the idea
)Rain AIIn closing, AI implemented near/on/at the Edge—in a distributed or, in some cases, decentralized fashion—offers a perfect complement to a largely centralized, Cloud-based AI, while injecting new energy and life (with neural networks) to an arguably lukewarm 5G/IoT market. Not only #semiconductor #startups but also megacorporations have taken notice; from #AMD to #AnalogDevices, from #Intel to #Infineon, from #Nvidia to #NXP, #Google to #Qualcomm, and the list goes on... Exciting times ahead!
Notes:#AI: Artificial Intelligence
#IoT: Internet of Things
#MCU: Microcontroller Unit
#ML: Machine Learning
#NPU: Neural Processing Unit
#DPU: Data Processing Unit
#GPU: Graphics Processing Unit
#DLA: Deep-Learning Accelerator
#IC: Integrated Circuit
#IP: Intellectual Property
Additional reading:
Xnor.ai (acquired by Apple): https://lnkd.in/dsT2ZuG9NeuRRAM by Stanford University: https://lnkd.in/gDGD2TRKEdge AI and Vision Alliance (Blog): https://lnkd.in/gBZHWMj7Plumerai (Blog): https://blog.plumerai.comDeloitte (TMT Predictions 2020): https://lnkd.in/g_a3XJDhNotes on #CES2023: https://lnkd.in/gDg2x32nNotes on #CES2022: https://lnkd.in/g7vsjNCr➟To be continued.
#SemiconductorIndustry #Semiconductors #EdgeAI #EdgeComputing #EdgeSecurity #EdgeNetwork #EdgetoCloud #CES2024 #CIM #5G #SiP #HeterogeneousIntegration #AdvancedPackaging #AIIoT #DistributedComputing #Blockchain #CloudAI #CloudComputing
Shout out to @buena suerte :-)
Just checking you are ok as I know 120 hectares has been burnt due to bushfires in your area?
Just checking you are ok as I know 120 hectares has been burnt due to bushfires in your area?
DingoBorat
Slim
My answers..
1. Everyone they deal with, would be considered a customer, in some way.
2. Could be less than 8 customers for 8 designs, But more likely individual.
3. Could be, Renesas could/would be one and we know MegaChips is a strategic partner, with a full licence (with 3 or 4 onsold) so there's the possibility of some more licence fees, popping up this quarterly, if that's the case..
But I don't think that's how they are defining the "8" and licence fees, may only be payable, on a successful design, to be implemented?
4. I think the known connections are direct customers.
Just my opinions.
DingoBorat
Slim
"Edge AI gives wings (of #Inference) to thin clients, puts 32-bit MCUs on steroids, and more importantly, translates directly into a new market for tens of billions of affordable (<$10 each) AI/ML-capable chips (e.g., NPUs); in contrast to millions of exorbitant ($10k-$100k each) DPUs/GPUs/DLAs currently required for implementing Cloud AI"View attachment 54226
What gives? Because it greatly embodies the popular idealism of "AI Everywhere. For Everyone."
Edge AI gives wings (of #Inference) to thin clients, puts 32-bit MCUs on steroids, and more importantly, translates directly into a new market for tens of billions of affordable (<$10 each) AI/ML-capable chips (e.g., NPUs); in contrast to millions of exorbitant ($10k-$100k each) DPUs/GPUs/DLAs currently required for implementing Cloud AI.
In closing, AI implemented near/on/at the Edge—in a distributed or, in some cases, decentralized fashion—offers a perfect complement to a largely centralized, Cloud-based AI, while injecting new energy and life (with neural networks) to an arguably lukewarm 5G/IoT market. Not only #semiconductor #startups but also megacorporations have taken notice; from #AMD to #AnalogDevices, from #Intel to #Infineon, from #Nvidia to #NXP, #Google to #Qualcomm, and the list goes on... Exciting times ahead!
#AI: Artificial Intelligence
#IoT: Internet of Things
#MCU: Microcontroller Unit
#ML: Machine Learning
#NPU: Neural Processing Unit
#DPU: Data Processing Unit
#GPU: Graphics Processing Unit
#DLA: Deep-Learning Accelerator
#IC: Integrated Circuit
#IP: Intellectual Property
Additional reading:
➟To be continued.
#SemiconductorIndustry #Semiconductors #EdgeAI #EdgeComputing #EdgeSecurity #EdgeNetwork #EdgetoCloud #CES2024 #CIM #5G #SiP #HeterogeneousIntegration #AdvancedPackaging #AIIoT #DistributedComputing #Blockchain #CloudAI #CloudComputing
View attachment 54225
When Ken Scarince, said we were disrupting a market, that hadn't been created yet.
This is what he was talking about.
Tothemoon24
Top 20
buena suerte :-)
BOB Bank of Brainchip
Hey ..A.. @Crestman ...Thanks so much for your message mate
We have fires East/West and North of us, so on
full alert We are on watch and act at the moment....Camper trailer hooked up..Couple of bags packed ...fingers crossed!!
The Firefighters in the air & on the ground doing an amazing job! THANKS so much guys and gals
Hopefully some BIG BRN news next week ?
Cheers
David holland
Regular
I think Tech was letting us all know by saying he'll review beginning of 25, by this time Brainchip will either be a hit or a miss
David holland
Regular
Attachments
Mt09
Regular
I must have listened to this podcast a dozen times over a period during all the covid crap, bit of a ray of light when there wasn’t a whole lot externally visible going on with the company.The more I read, reread, look back and listen to old interviews and come back and apply all these learnings to the present including the recent CES2024 and piecing things together over the last 2.5years, my mind is blown away that when Rob Telson said at the end of an interview in July 2021 that this is just the tip of the iceberg, he got that comment DEAD RIGHT.
Sure the financials is not showing fireworks yet but nor was Tesla and other big companies starting out. But what each of these companies have in common with Brainchip is Vision and Expertise to be successful.
I shake my head when I see the crap on crapper and some of the suspect weeds on here and I know for a FACT that they are either shitty try hard negative manipulators or just too plain dumb to not comprehend anything that Brainchip has ever published or not understood anything that they have listened to.
An invaluable interview for example 13 July 2021 dicoposse interviewing Rob Telson.
I know its some time back but and its just over an hour but its one hell of a fantastic interview!
Rob said in 2021 its just the tip of the iceberg which we all knows the meaning of that.
I will summarise it soon because listening back to this makes alot of sense to where we are now and I believe the ignition lighter is about to fire up the rocket !
[News] Intel to Launch New Automotive AI Chips, Competing with NVIDIA and Qualcomm | TrendForce News
On January 9th, Intel unveiled its latest automotive AI chips, entering into direct competition with rivals NVIDIA and Qualcomm in the automotive chip...
www.trendforce.com
Vamsidhar Reddy Rajoli on LinkedIn: [News] Intel to Launch New Automotive AI Chips, Competing with NVIDIA and…
#Intel to Launch New Automotive #AI Chips, Competing with #NVIDIA and #Qualcomm On January 9th, Intel unveiled its latest automotive AI chips, entering into…
Schnitzel lover
Regular
You’re not wrong. The rest is underwater..The more I read, reread, look back and listen to old interviews and come back and apply all these learnings to the present including the recent CES2024 and piecing things together over the last 2.5years, my mind is blown away that when Rob Telson said at the end of an interview in July 2021 that this is just the tip of the iceberg, he got that comment DEAD RIGHT.
Sure the financials is not showing fireworks yet but nor was Tesla and other big companies starting out. But what each of these companies have in common with Brainchip is Vision and Expertise to be successful.
I shake my head when I see the crap on crapper and some of the suspect weeds on here and I know for a FACT that they are either shitty try hard negative manipulators or just too plain dumb to not comprehend anything that Brainchip has ever published or not understood anything that they have listened to.
An invaluable interview for example 13 July 2021 dicoposse interviewing Rob Telson.
I know its some time back but and its just over an hour but its one hell of a fantastic interview!
Rob said in 2021 its just the tip of the iceberg which we all knows the meaning of that.
I will summarise it soon because listening back to this makes alot of sense to where we are now and I believe the ignition lighter is about to fire up the rocket !
Faster than sound air travel is banned, but NASA's new quiet supersonic plane is hoping to change that
The debut of NASA's X-59 quiet supersonic aircraft is hoped to revolutionise commercial air travel in the US, paving the way for flights that can travel faster than the speed of sound.
DingoBorat
Slim
This one's dedicated to you David 
Worker122
Regular
Good Luck Buena SuerteHey ..A.. @Crestman ...Thanks so much for your message mate
We have fires East/West and North of us, so on
We are on watch and act at the moment....Camper trailer hooked up..Couple of bags packed ...fingers crossed!!
The Firefighters in the air & on the ground doing an amazing job! THANKS so much guys and gals
View attachment 54232
Hopefully some BIG BRN news next week ?
Cheers
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