BRN Discussion Ongoing

[Fact Finder]

Here is a wild thought.

VVDN are the makers of Edge Boxes for Nvidia and Qualcomm and others. This kind of gives them a bit of knowledge about the Edge Box market and demand.

Brainchip has never made an Edge Box or sold one let alone one with a revolutionary neuromorphic chip as the power house.

What does Brainchip do in those circumstances? I don’t know maybe ask the expert VVDN how big should we make the first production run.

VVDN says well based on our past sales of other Edge Boxes we think you should order ‘X’ number. Okay says Brainchip.

VVDN produce and ship ‘X’ number to Brainchip.

Sales explode. VVDN apologise to Brainchip saying we never expected a reaction like that the market just loves them we can give you another slot just give the word.

Just a wild thought as I said.

My opinion only DYOR
Fact Finder

PS: Major companies like AMD and Nvidia sold out of GPUs when CHATGpt exploded. The selling out of GPUs made Sam Altman a tech legend (and very rich).

 

[Boab]

https://www.embedded.com/an-mcu-approach-for-ai-ml-inferencing-in-battery-operated-designs/

View attachment 56887

That cat looks like me after Tuesdays U turn

 

[Evermont]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was in possession of the only completed unit during a recent presentation.

 

[Slade]

@Slade

Did you know?

BrainChip on LinkedIn: #neuromorphic #ai #neuromorphicai #edgecomputing

Maximize efficiency with BrainChip’s #Neuromorphic #AI in edge computing! On-device processing reduces resource usage—compute, memory, and latency—compared to…

www.linkedin.com

View attachment 56888

 

[Teach22]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was also in possession of the only completed unit during a recent presentation.

View attachment 56889

Interesting how posters feel they have to apologise if they are about to say something that isn‘t positive.

My opinion is, we haven’t commenced sales so not sure how it can be “sold out”.
Pre-orders are still available.
Confusing.

 

[perceptron]

The edge box is out and available for pre-order! A few photos with the cover off to show the ports and other details would be nice. Futher, the specifications say "AI/ML Accelerator: 2 x AKD1000 (BrainChip Akida Chip) Over PCIe" which is interesting. I am hoping for a product demo video with one of our scientists using it in the field so other peers may see its capabilities. Well done to the team and VVDN, another milestone achieved.

 

[buena suerte :-)]

After a great couple of days (apart from one 'little glitch'!!!!) ..Lets hope our Green run continues with world markets closing in positive territory

 

[ndefries]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was in possession of the only completed unit during a recent presentation.

View attachment 56889

I think there is a very simple answer here. This is being promoted on the brainchip shop that is set up for adding items to a cart and being paid for and shipped. This is a special release product that isn't available for shipping just now. They want to qualify the buyer. This is just another promotional opportunity to show the products available and start conversations with buyers.

 

[Dijon101]

Would prefer to call it a healthy correction rather than a "glitch"

 

[Justchilln]

Does anybody know if megachips are able to use the gen 2 IP or do they need another license?

 

[Boab]

Very interesting. Will we be next?

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[Boab]

Very interesting. Will we be next?

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After this announcement we might see a few more buyers looking for quality tech stocks.

 

[Getupthere]

https://www.reuters.com/technology/japanese-chipmaker-renesas-buy-australian-software-firm-altium-59-bln-2024-02-14/

 

[7für7]

Very interesting. Will we be next?

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There are so many possibilities for using Akida that it's hard to list them all. Whether it's energy efficiency, object recognition, smell detection, object condition assessment, the ability to fundamentally optimize other applications, or previously unconsidered applications that are yet to be discovered or only become possible with AI. I don't know about you, but I'm not worried about whether we can position ourselves. Instead, I'm concerned about whether we (or our licensing partner) can serve them all… 🫨

 

[manny100]

The edge box is out and available for pre-order! A few photos with the cover off to show the ports and other details would be nice. Futher, the specifications say "AI/ML Accelerator: 2 x AKD1000 (BrainChip Akida Chip) Over PCIe" which is interesting. I am hoping for a product demo video with one of our scientists using it in the field so other peers may see its capabilities. Well done to the team and VVDN, another milestone achieved.

What usually happens is that BRN and VVDN would sort out how many Edge boxes are to be made in total and it would be agreed how many are available for BRN to sell leaving the Lions share for the client VVDN to sell.
If for example BRN was allocated 1000 boxes then they are all sold and waiting to be shipped.
According to the news release VVDN Boxes were available for sale later in 2023.
Maybe BRN should consider under the sold out banner referring clients to VVDN until they (BRN) get a few more to sell until the next box production run??

 

[Boab]

Ok, Altium have started trading again.
Now all those sellers can load up on BRN shares

 

[DingoBorat]

https://www.embedded.com/an-mcu-approach-for-ai-ml-inferencing-in-battery-operated-designs/

View attachment 56887

The camera captured perfectly the cat's slightly pissed off, annoyed expression, at having to "wait" to be let into "its" home.

I'm afraid, there's no AKIDA to be seen here.

 

[Diogenese]

Hi @Diogenese
Don’t forget that MegaChips spent the best part of 18 months having a select group of its engineers brought up to speed by Brainchip before coming out of the woodwork so they could hit the ground running with their customers. (Brainchip even said customers who needed assistance would be referred on by them to MegaChips because of this training.)

Additionally the VP of Socionext said they looked forward to assisting Brainchip to commercialise the full AKIDA product family and because of their work to assist Anil Mankar with the design of AKD1000 they must be very switched on to how it works and it’s implementation.

Then TATA Consulting Services clearly have a group of engineers and data scientists who having worked with Brainchip closely since 2019 at least also have a significant depth of knowledge and practical understanding.

Finally there is Edge Impulse whose platform’s purpose in life is to facilitate customer uptake of Brainchip AKIDA IP.

Brainchip is definitely not facing ubiquity alone with a torch, screw driver and soldering iron.

In one word ECOSYSTEMS are CRITICAL.

My opinion only DYOR
Fact Finder

Yes, it's like crystallization of a supersaturated solution:

https://www.bing.com/images/search?...&itb=0&idpp=overlayview&ajaxhist=0&ajaxserp=0

Each new crystal becomes a propagation front producing exponential growth.

 

[SharesForBrekky]

View attachment 56899

The camera captured perfectly the cat's slightly pissed off, annoyed expression, at having to "wait" to be let into "its" home.

I'm afraid, there's no AKIDA to be seen here.

The cat's thinking 'Damn you Akida, you've outsmarted me this time. I'll get you next time'

 

[buena suerte :-)]

Would prefer to call it a healthy correction rather than a "glitch"

As opposed to the unhealthy correction we have endured over the last couple of years!!