BRN Discussion Ongoing

[Diogenese]

https://www.skynews.com.au/business/markets/australian-investors-suffering-from-lack-of-technology-exposure-says-tom-piotrowski/video/9378fb542e56d40e5923be419a9c094b

Australian investors are not able to participate in the “upswing” being experienced by Northern Hemisphere stocks due to a lack of technology exposure, says CommSec’s Tom Piotrowski.

Earnings numbers from Nvidia exceeded the market’s expectations by a considerable measure, up 16.4 per cent.

US markets also pushed on to new record highs.

“The benchmark was set very high,” Mr Piotrowski said.

“It was eclipsed by Nvidia there - forward-looking estimation of how the next quarter is going to go was about 17 per cent better than what the market had anticipated.

“Sadly, for Australian investors, we don’t have that technology exposure in the local share market, so we’re not participating in that upswing that we’ve seen for Northern Hemisphere stock.”

Presented by CommSec.


Commsuc failed to mention the recent huge upswing for Brainchip and the only ASX holy grail. W.A.N.C.A's

The problem is that Australia does not have the financial advisers and commentators who know anything about technology.

Give them a hole in the ground and they will start JORCing off to their heart's content, but give them a sniff of a transistor and their brain shuts down.

 

[BrainShit]

Link: https://in.linkedin.com/company/vvdn-technologies

 

[Pom down under]

I wonder when they will start shouting they have helped one of the USA DARPA approved foundries IFS & Global Foundries to overcome the production variabilities that plague analogue and that stopped Rain Ai in its tracks and forced Innatera to go tiny rather than scaling up to AKIDA’s digital heights?

I wonder when they will announce that like AKIDA technology they were found compatible with the NASA approved Vorago Hardsil process for hostile deep space missions?

I wonder when they will prove out compatibility with all major foundry process like digital AKIDA technology?

I wonder when they will announce what it costs to implement a new production method that removes the variability issue, what yields they achieve over what nodes and what the increased costs of this production method will be against standard digital production costs used for AKIDA?

Quite a few questions to answer before I will actually start to worry.

My opinion only DYOR
Fact Finder

 

[Diogenese]

This is interesting - NASA RadNeuro report for 2021:

https://ntrs.nasa.gov/api/citations/20210021885/downloads/GCD%20APR%20-%20RadNeuroSept2021AmesReview.pptx.pdf

https://ntrs.nasa.gov/api/citations/20210021885/downloads/GCD APR - RadNeuroSept2021AmesReview.pptx.pdf

Slide 12

View attachment 57816


Slide 15

View attachment 57819

The November 2022 entry in Slide 15 (RadNeuro Maturation Timeline) refers to "Rad-tolerant FPGA neural cores developed with selected partners (eg, Brainchip)".

Slide 16 is a continuation of Slide 15, and gives the timeline for fabrication of a full-scale Rad-Tolerant Neuro-processor as 36 months possibly with September 2023 as the datum, which is a long time to hold one's breath.

Given that Akida already exists, all that is required is for Vorago to tweak the IP by adjusting a few dimensions, or even just specifying a larger chip architecture, eg, 48 nm.

If it is just a matter of increasing the architecture, then the tape-out is already there.

 

[Berlinforever]

As longtimers, we are not concerned about recent price swings in any direction. We are not checking the stock price every 30 min. Right? Sure, we like to know about the catalysts that sparked this recent wave. My view: Akida 2.0 tape-out announcement imminent.

 

[Slade]

As longtimers, we are not concerned about recent price swings in any direction. We are not checking the stock price every 30 min. Right? Sure, we like to know about the catalysts that sparked this recent wave. My view: Akida 2.0 tape-out announcement imminent.

As a long term shareholder I have seen how the share price can spike. I will be watching it very closely this week.

 

[Diogenese]

I wonder when they will start shouting they have helped one of the USA DARPA approved foundries IFS & Global Foundries to overcome the production variabilities that plague analogue and that stopped Rain Ai in its tracks and forced Innatera to go tiny rather than scaling up to AKIDA’s digital heights?

I wonder when they will announce that like AKIDA technology they were found compatible with the NASA approved Vorago Hardsil process for hostile deep space missions?

I wonder when they will prove out compatibility with all major foundry process like digital AKIDA technology?

I wonder when they will announce what it costs to implement a new production method that removes the variability issue, what yields they achieve over what nodes and what the increased costs of this production method will be against standard digital production costs used for AKIDA?

Quite a few questions to answer before I will actually start to worry.

My opinion only DYOR
Fact Finder

Hi FF,

These are Mentium patents designed to compensate for manufacturing/temperature variability in analog neurons:


US11056169B2 Current comparator for submicron processes 20190717

BAYAT FARNOOD MERRIKH [US]; SULIMA JAROSLAW [US]; PREZIOSO MIRKO

A system for comparing currents is disclosed. The system may include a first current signal and a second current signal. The system may also include a subtractor that is configured to receive a plurality of current input signals and generate a single output current signal that is equal to a difference between the plurality of current input signals. The system may also include a current-to-voltage converter that is configured to receive the output current signal and convert it into an output voltage.



US10891080B1 Management of non-volatile memory arrays 20180604 20210112

The system may include a digital-to-analog converter configured to convert a digital signal to an analog signal. The system may include sample/hold circuits configured to receive and store the analog signal. The system may include an address controller configured to regulate which sample/hold circuits propagate the analog signal. The sample/hold circuits may be configured to feed the analog signal to devices of a memory array. The system may include an output circuit configured to program the devices by comparing currents of the devices to a target current. In response to one or more of the currents of the devices being within a threshold range, the output circuit may discontinue programming the corresponding devices. In response to one or more of the currents of the devices not being within the threshold range, the output circuit may continue programming the corresponding devices.

Depending on the sparsity regime they use, the current comparison could be quite intensive. This additional signal conditioning, plus the ADC conversion so the result can be further processed by a CPU, detracts from the notional advantage of analog over digital and increases latency.

 

[Diogenese]

Gives quantitative meaning to the phrase "take it in the shorts"

Nvidia Stock Surge Causes $3 Billion Loss for Short Sellers

(Bloomberg) -- The surge in Nvidia Corp. shares on Thursday has left short sellers with about $3 billion in paper losses, according to an analysis by S3 Partners LLC, which called it an “AI generated nightmare” for bearish traders.Most Read from BloombergUS Unveils Biggest Sanctions Package on...

finance.yahoo.com

Should we start a "Go Fund Me"?

 

[charles2]

Should we start a "Go Fund Me"?

To each his own. Personally I'd wait until BRCHF passes $5 US.

So early 2025.

 

[Fact Finder]

The November 2022 entry in Slide 15 (RadNeuro Maturation Timeline) refers to "Rad-tolerant FPGA neural cores developed with selected partners (eg, Brainchip)".

Slide 16 is a continuation of Slide 15, and gives the timeline for fabrication of a full-scale Rad-Tolerant Neuro-processor as 36 months possibly with September 2023 as the datum, which is a long time to hold one's breath.
View attachment 57829 Given that Akida already exists, all that is required is for Vorago to tweak the IP by adjusting a few dimensions, or even just specifying a larger chip architecture, eg, 48 nm.

If it is just a matter of increasing the architecture, then the tape-out is already there.

Hi Diogenese
Something I find very strange is that a new wombat turned up on HC a couple of days ago after Tom & Jerry and another poster who shall remain nameless for reasons related to the Devil and Black Magic claiming that another company had replaced Brainchip AKIDA at NASA and was so sensational it was going to kill off Nvidia.

This poster was dismissed as another ratbag immediately. Then the same discussion commences over here on TSEx in a sensible fashion and you laid out all the intelligent reasons why such an assertion was not founded in fact.

What I thought stood out from the RadNeuro documents which as you know were previously posted months ago was the following paragraph:

“November 2022: Rad-tolerant FPGA neural cores developed with selected partners (e.g., Brainchip). Integration with radiation-tolerant configuration and synaptic memory. Radiation and functional testing through January 2023”

The significance I think comes from the actual wording and the fact that it was posted back in 2022 that Vorago (a selected partner by NASA for Brainchip) had submitted a radhard design for an AKIDA FPGA under their Phase 1 SBIR and sought funding in a Phase 11 to move on to actually produce a Hardsil Radhard AKIDA FPGA proof of concept. We have never had confirmation of this application being approved.

(It might jog your memory if I mention the LinkedIn statement of the Vorago CEO that AKIDA was going to permit the Rover to achieve NASA’s target speed of 20kph.)

Anyway going back to the extracted paragraph you will see there is a full stop after the bracketed word “(Brainchip).”

What I think is that this is acknowledging the AKIDA FPGA has already been made radhard by Brainchip’s selected partner Vorago.

Further remember the Numem Phase 1 SBIR that was to prove out if the SRAM memory of AKIDA could be replaced by or supplemented with RRam. I know you commented on the fact that the Nemum Phase 1 had closed and that we would probably not hear any more.

Well I am putting all this together with the next sentence in the above extract “Integration with radiation-tolerant configuration and synaptic memory” to suggest this NASA, Brainchip, Vorago, Numem puzzle has been put together for us in this paragraph.

What do you think?

My opinion only DYOR
Fact Finder

 

[Humble Genius]

The answer is Brainchip is not trying to change the world.

The answer is compatibility as a result of incorporating CNN and CNN2SNN conversion Brainchip allows the whole World to adopt AKIDA technology into their existing platforms without changing or throwing out their existing technology or models.

By adding AKIDA technology suddenly the World can off load Ai inference at the Edge to AKIDA and only deal with the relevant events dramatically reducing needed bandwidth by only sending valuable relevant meta data to the Cloud where it can be processed further, action taken and then stored more economically and efficiently ready for use.

The best real world example is a security camera monitoring a commuter carpark.

A normal security camera connected to the cloud can have its frame rate slowed down to reduce power to say 10 fps yet even though it is slowed down it is still every second sending ten frames or photographs of the carpark with nothing happening to the cloud needing the same bandwidth every second, every minute, every hour.

This means if my maths is correct 36,000 images of nothing happening is being sent to the cloud for processing to find and report 36,000 times nothing happening every hour on the hour 24 hours a day.

This results in masses of probably useless data being stored in case it is later needed.

Enter AKIDA technology because it is compatible with every sensor and every process the carpark owner can slot it in between the camera and the existing processor and it can monitor the 10 fps for events and only when an event occurs in a frame does it pass this frame/ photo on to the processor as meta data to send on to the cloud for further processing.

What this allows is the camera to run at higher frame rates (Nviso runs at over 1,000 fps with AKIDA) and resolution (even colour) while still dramatically lowering energy consumption and with dramatically reduced bandwidth and cloud storage saving running costs at every stage while reducing latency and improving accuracy.

The reality of what Brainchip offers is that it makes the existing technology magnitudes better and does not require all existing technology to be made redundant and thrown on the scrap heap before it can be adopted.

Beyond this Brainchip AKIDA technology offers the option to start from scratch and build out whole systems based on its technology so that as existing technology ages and has to be replaced it can step in and immediately or over time completely replace that which went before.

This is why you can read on the ARM website that AKIDA dramatically improves the efficiency of ARM processes.

My opinion only DYOR
Fact Finder

When I read your post yesterday, it made me think of the surveillance setup I did earlier last week to determine what was eating my figs. It took me 1.2Terabytes of footage to finally figure it out. Applying the AKIDA technology could have potentially reduced the data to a tiny miniscule of what I had to get to the end result.

Heres the vid, in case you're wondering whats been eating my figs........

https://yourimageshare.com/ib/SFgIeRik3H

(and in case anyone asks why i didn't use motion detection, it is because it would've been difficult to setup considering I didn't know what I was looking for, ie, a bird, mouse, possum, etc.. I could've run inmto a situation of recording false positives such as rustling leaves, and potentially not picking up on the said animal)

 

[Diogenese]

Hi Diogenese
Something I find very strange is that a new wombat turned up on HC a couple of days ago after Tom & Jerry and another poster who shall remain nameless for reasons related to the Devil and Black Magic claiming that another company had replaced Brainchip AKIDA at NASA and was so sensational it was going to kill off Nvidia.

This poster was dismissed as another ratbag immediately. Then the same discussion commences over here on TSEx in a sensible fashion and you laid out all the intelligent reasons why such an assertion was not founded in fact.

What I thought stood out from the RadNeuro documents which as you know were previously posted months ago was the following paragraph:

“November 2022: Rad-tolerant FPGA neural cores developed with selected partners (e.g., Brainchip). Integration with radiation-tolerant configuration and synaptic memory. Radiation and functional testing through January 2023”

The significance I think comes from the actual wording and the fact that it was posted back in 2022 that Vorago (a selected partner by NASA for Brainchip) had submitted a radhard design for an AKIDA FPGA under their Phase 1 SBIR and sought funding in a Phase 11 to move on to actually produce a Hardsil Radhard AKIDA FPGA proof of concept. We have never had confirmation of this application being approved.

(It might jog your memory if I mention the LinkedIn statement of the Vorago CEO that AKIDA was going to permit the Rover to achieve NASA’s target speed of 20kph.)

Anyway going back to the extracted paragraph you will see there is a full stop after the bracketed word “(Brainchip).”

What I think is the that this is acknowledging the AKIDA FPGA has already been made radhard by Brainchip’s selected partner Vorago.

Further remember the Numem Phase 1 SBIR that was to prove out if the SRAM memory of AKIDA could be replaced by or supplemented with RRam. I know you commented on the fact that the Nemum Phase 1 had closed and that we would probably not hear any more.

Well I am putting all this together with the next sentence in the above extract “Integration with radiation-tolerant configuration and synaptic memory” to suggest this NASA, Brainchip, Vorago, Numem puzzle has been put together for us in this paragraph.

What do you think?

My opinion only DYOR
Fact Finder

Yes. Knowing NASA's proclivity for ReRAM because of its inherent RadHard characteristics, I had previously speculated that a combination of Akida with ReRAM as a backup memory storing models and configuration data and other mission critical data would be on the cards with NASA.

I haven't studied the Mentium patents, but I think the current-matching circuit would only work with 1-bit weights/activations, or at least it gets more complex with multi-bits. As we know Akida was upgraded to 4 bits by popular request, so there is a need for greater accuracy than 1-bit in NNs, so I think this should weigh in our favour when NASA has to decide which NN to adopt.

Something which Mentium says is interesting:

https://mentium.tech/#tecnology

• 100x the speed and 50x efficiency of current state-of-the-art solutions, without compressing DNN models

So this looks like sparsity is not high on their agenda. They are being profligate with the benefits of analog. When you add in the current-correction, it's not surprising that their improvement over SOTA is so modest.

FN: SOTA in the NASA world was said to be the Google TensorFlow Edge processor in 2021:

https://ntrs.nasa.gov/api/citations...GCD APR - RadNeuroSept2021AmesReview.pptx.pdf

Slide 18

Google's TPU uses ... shock... horror ... SOFTWARE!!!!

https://en.wikipedia.org/wiki/Tensor_Processing_Unit

Tensor Processing Unit (TPU) is an AI accelerator application-specific integrated circuit (ASIC) developed by Google for neural network machine learning, using Google's own TensorFlow software.[1] Google began using TPUs internally in 2015, and in 2018 made them available for third-party use, both as part of its cloud infrastructure and by offering a smaller version of the chip for sale.

Comparison to CPUs and GPUs[edit]​

Compared to a graphics processing unit, TPUs are designed for a high volume of low precision computation (e.g. as little as 8-bit precision)[2] with more input/output operations per joule, without hardware for rasterisation/texture mapping.[3] The TPU ASICs are mounted in a heatsink assembly, which can fit in a hard drive slot within a data center rack, according to Norman Jouppi.[4]


That's a pretty low bar.

 

[hotty4040]

When I read your post yesterday, it made me think of the surveillance setup I did earlier last week to determine what was eating my figs. It took me 1.2Terabytes of footage to finally figure it out. Applying the AKIDA technology could have potentially reduced the data to a tiny miniscule of what I had to get to the end result.

Heres the vid, in case you're wondering whats been eating my figs........

https://yourimageshare.com/ib/SFgIeRik3H

(and in case anyone asks why i didn't use motion detection, it is because it would've been difficult to setup considering I didn't know what I was looking for, ie, a bird, mouse, possum, etc.. I could've run inmto a situation of recording false positives such as rustling leaves, and potentially not picking up on the said animal)

Must have been a bit of a BATtle, for you HG.

Nice post, and quite a bit, a different type of surveillance in my understanding. You figured that out well, and so did I

Hotty...

gltah...

 

[Diogenese]

When I read your post yesterday, it made me think of the surveillance setup I did earlier last week to determine what was eating my figs. It took me 1.2Terabytes of footage to finally figure it out. Applying the AKIDA technology could have potentially reduced the data to a tiny miniscule of what I had to get to the end result.

Heres the vid, in case you're wondering whats been eating my figs........

https://yourimageshare.com/ib/SFgIeRik3H

(and in case anyone asks why i didn't use motion detection, it is because it would've been difficult to setup considering I didn't know what I was looking for, ie, a bird, mouse, possum, etc.. I could've run inmto a situation of recording false positives such as rustling leaves, and potentially not picking up on the said animal)

Dracula!

I have a similar problem with flying foxes in my mango tree.

 

[Diogenese]

Looks like, even with his shoes and socks off, Sam can't count to $7 trillion ...

 

[Diogenese]

Looks like, even with his shoes and socks off, Sam can't count to $7 trillion ...

Another "Go Fund Me"?

 

[Terroni2105]

A very exciting company to watch: Alat

It is Saudi Arabia's ambition to build a world-class manufacturing hub in the Kingdom through next-generation technologies and sustainable practices.

Alat, headquartered in Riyadh, has been established to create a global champion in electronics and advanced industrial segments and mandated to create world class manufacturing enabled by global innovation and technology leadership. Alat is partnering with global technology leaders to transform industries like semiconductors, smart devices and next-gen infrastructure while establishing world class businesses in the Kingdom, powered by clean energy.

They have received $100 Billion USD in funding from the Saudi Arabia Public Investment Fund (PIF).

Alat is led by His Royal Highness Crown Prince Mohammed bin Salman bin Abdulaziz Al-Saud who is the Crown Prince and Prime Minister of the Kingdom of Saudi Arabia

On the Alat Executive Leadership team is Ross Jatou, President of their Semiconductors Business unit. He only formally announced his appointment yesterday.

Ross came from Onsemi where he was for 8 years and the Senior Vice President and General Manager of their Intelligent Sensing Group. He was with Nvidia for 14 years prior to Onsemi.

Ross is well aware of BrainChip where he re-posted this on LinkedIn 3 weeks ago.

Watch the Alat CEO video here https://www.alat.com/en/about/what-is-alat/

Alat has partnered for a joint venture with Softbank Alat and SoftBank Group form a strategic partnership to manufacture groundbreaking industrial robots in the Kingdom | SoftBank Group Corp.

“The new JV will build industrial robots based on intellectual property developed by SoftBank Group and its affiliates that will perform tasks with minimal additional programming, that are ideally suited for industrial assembly and applications in manufacturing and production. The robot manufacturing factory that the JV will create in the Kingdom is a lighthouse factory, that will use the latest technology to manufacture unprecedented next generation robots to perform a wide variety of tasks”. The first factory is targeted to open in December 2024.


This is what Alex Divinsky (Ticker Symbol You) posted about Alat earlier today.

https://www.linkedin.com/posts/acti...qv?utm_source=share&utm_medium=member_desktop


Chippers, it would be massive if we got in with Alat !

And I’ve got positive vibes about it.

DYOR.

 

[Pom down under]

The November 2022 entry in Slide 15 (RadNeuro Maturation Timeline) refers to "Rad-tolerant FPGA neural cores developed with selected partners (eg, Brainchip)".

Slide 16 is a continuation of Slide 15, and gives the timeline for fabrication of a full-scale Rad-Tolerant Neuro-processor as 36 months possibly with September 2023 as the datum, which is a long time to hold one's breath.
View attachment 57829 Given that Akida already exists, all that is required is for Vorago to tweak the IP by adjusting a few dimensions, or even just specifying a larger chip architecture, eg, 48 nm.

If it is just a matter of increasing the architecture, then the tape-out is already there.

“Today it takes on the order of five to 10 years to design, fully qualify, and deploy a rad-hard part

DARPA makes radiation hardened microelectronics - Airforce Technology

US Defense research agency makes microelectronics that can resist harsh radiation environments critical for processing data from space.

www.airforce-technology.com

Scalable assurance: A new approach to sourcing rad-hard electronics for space - Military Embedded Systems

The concept of “scalable assurance” is now at the forefront of the military space electronics industry, reshaping the way rad-hard designs are developed, acquired, and employed.

militaryembedded.com

 

[DingoBorat]

Big problem is the resale of all these tesla’s sold last year.

Everyone loves the FBT exceptions by government on electric vehicles until people try to sell in 3-4 years time.

Watch the resale value in 3-4 years.

People are in for huge shock

Electric vehicle manufacturing could save $$$$ in production costs using Akida.

Let’s see if they wake up

Hyper Technology "anything" are a nightmare, when they start going wrong...

That's why I like analog.

It's also pretty stupid, buying a new car, in my opinion, unless you have plenty of money and enjoy throwing it away, in lost value (unless you buy something exotic and then you are more a custodian, than an owner).

The worst thing to do, is buy one on credit and have the debt higher than the value of the car, well before you've paid it off.

If you are the type, who is continually trading up, "Congratulations"
You are helping Earth move closer to a quicker death and abiding by the Laws of Consumerism.

It used to be the sporty cars that had gauges, telling you what was going on with the vehicle and the rest had "idiot lights"..
If an engine oil or temperature light came on, it was usually too late..

Now cars have so much going on, if they had analog gauges, the dash would resemble an old airplane cockpit, with the required training to make sense of it.

Now everything is so complex, that everyone are "idiots" in context.

I agree, the cost of fixing them when they go wrong, will ensure lower resale value.

Having some brains in the system, for knowledge of early preventative maintenance and actually "informing the driver" or service center of things that need attention, is really the only way to go, with everything becoming so complex, with these technologies.

 

[MDhere]

https://www.skynews.com.au/business/markets/australian-investors-suffering-from-lack-of-technology-exposure-says-tom-piotrowski/video/9378fb542e56d40e5923be419a9c094b

Australian investors are not able to participate in the “upswing” being experienced by Northern Hemisphere stocks due to a lack of technology exposure, says CommSec’s Tom Piotrowski.

Earnings numbers from Nvidia exceeded the market’s expectations by a considerable measure, up 16.4 per cent.

US markets also pushed on to new record highs.

“The benchmark was set very high,” Mr Piotrowski said.

“It was eclipsed by Nvidia there - forward-looking estimation of how the next quarter is going to go was about 17 per cent better than what the market had anticipated.

“Sadly, for Australian investors, we don’t have that technology exposure in the local share market, so we’re not participating in that upswing that we’ve seen for Northern Hemisphere stock.”

Presented by CommSec.


Commsuc failed to mention the recent huge upswing for Brainchip and the only ASX holy grail. W.A.N.C.A's

Tom is very well aware of Brainchip and has done podcasts with Sean. I believe what he is referring to is the market exposure.

Once a few names roll in we will get that market exposure and that's when we will experience the "real" upswing.