BRN Discussion Ongoing

[Bravo]

https://www.ericsson.com/en/news/2024/2/ericsson-and-intel-reach-new-milestone-with-tech-hub-collaboration

EXTRACT

 

[Cardpro]

I note the Presentation says that Mercedes, NASA, Vorago and Valeo are early adopters.
Given the NDA's Adopter word is fairly strong word and maybe an unintentional slip on the Keyboard.
Adopter means legally take.
Valeo early access program and still with us.
Vorago is not an official partner but formally signed up for the early access program and still being with AKIDA demonstrates.
Mercedes not an official partner but they are obviously still with us as an early adopter
NASA still with us.

It has been like this for years, revenue is still peanuts, all talks only. I was hoping to see some revenue (that hadn't been reflected on our quarterlies) but meh...

 

[toasty]

I was hoping BRN would fund a better retirement but with the time horizon it might be a fancier funeral!!

 

[jtardif999]

good movie

I was disappointed to see Hehir’s emphasis on Akida 2.0, when much of the current revenue activity is on the Edge Box and other Akida 1.0 applications.

It troubles me that, after three years, we still do not have a single, demonstrable application of Akida. NDA’s are irrelevant. Brainchip itself could have made a doorbell, a mousetrap, or even a toy, which would demonstrate Aikido on/Akida off difference, cloud-free and battery powered.

Stand-alone edge devices must surely prevail. The absurd rush into data centres, storing and churning profligate information, using far too much energy in power and cooling, is a rush down a vast rabbit hole. So Brainchip is well placed, if it can just become better known, and openly included, in new, energy-efficient uses.

Love it, as soon as the SP drops - start up the whinging again.

 

[Bravo]

https://www.fierceelectronics.com/electronics/intel-pushes-grand-plan-rule-edge-both-network-and-compute-mwc

Intel pushes grand plan to rule the edge, both network and compute, at MWC​

By Matt HamblenFeb 26, 2024 3:18pm
Inteledge AIMWC 2024Generative AI
Intel is trying to rule the edge computing and networking environment with new software and silicon announced Monday at MWC and is positioning these new products as integral to its AI Everywhere strategy outlined last fall.
At the same time, Intel sees itself as the tech provider best prepared to handle AI inferencing, almost as if AI training will become routine, even passe, in coming years. Nvidia has wracked up record revenues by becoming the master of AI training (alongside inferencing) routines with its advanced GPUs used practically everywhere, but Intel’s line of reasoning is that its CPUs are best suited for the inferencing work where the real AI action is and will be.


Intel CEO Pat Gelsinger made this overarching appeal last October and the company has been steadily reinforcing the strategy. On Monday, Intel’s Pallavi Mahajan spoke to Fierce Electronics via phone to carry forward a similar message. She’s the vice president and general manager of Intel’s network and edge business, but the Intel strategy around AI Everywhere surely reaches beyond networking, and even beyond what CIOs might define as the edge. Edge environments become more complex with security and privacy demands.


“AI is a pervasive workload,” she said. “When we think of AI and OpenAI, where we’re training big models,…those models will soon get standardized and commoditized. More of the computing will be with inferencing with CPU affinity, where Intel is leading. The use case starts on my laptop, and in stores with self-checkout. Intel is very focused on AI Everywhere, not just training big models, but how to make inferencing happen every day. I feel very bullish about how we’re doing it.”
At MWC, Intel on Monday announced a future Xeon processor with AI acceleration, code-named Granite Rapids-D for 5G vRAN and also previewed its next-gen Xeon for 5G core, code-named Sierra Forest. The third announcement was Intel Edge Platform, software to help enterprises build, deploy run and manage edge and AI systems on standard hardware. The company said it will also announce a new Intel vPro platform on Tuesday to extending AI PC capabilities to commercial designs.
Sierra Forest will launch later this year to offer 2.7x performance per rack improvement. Intel said BT Group, Dell, Ericsson, HPE, KDDI Lenovo and SK Telecom have shown interest in the platform. Granite Rapids-D is planned to launch in 2025, following the launch of Granite Rapids server CPUs in 2025. But Granite Rapids-D is sampling and Samsung has demonstrated a first call at the R&D lab, while Ericsson has demonstrated it at a joint lab with Intel in Santa Clara. Intel is also working with Dell, HPE, Lenovo, Mavenir, Red Hat and Wind River on the product, Intel said in a release.

An Intel vRAN AI development kit is also going out to some Intel partners such as AT&T, Deutsche Telekom, SK Telecom and Vodafone to show what AI can bring to RAN.

Mahajan said Intel has been working with 90,000 edge customers globally for the past decade, selling more than 200 million processors at the edge.

“Every enterprise knows edge is growing, and it’s very heterogeneous, with different generations of hardware and software,” she said. “It’s a problem of scale. If you are a quick serve restaurant, every store today you have needs a node.” With a modern software-defined approach, preferably Intel’s approach, every time a restaurant needs a security patch, it won’t have to send someone to the restaurant to do the patch, she said.
Already on the first full day of MWC, she said she had met with customers who want to run AI on their existing devices at the edge, which is where Intel Edge Platform software makes a difference. “It brings in a single data class for management of your infrastructure, which means its simple to build apps in a local development application environment,” she said. OpenVino helps allow AI inferencing real time.
For a retail store, engineers want automated checkout to happen, but they might want to add other features where inventory management and traffic analysis of customer visits happens on the same server, she said.
One visitor to the Intel booth at MWC, she said, was the Ukraine military service which wanted help with creating a smart power grid that can be kept secure from power grid cyber attacks. Another visitor, a factory manager, was interested in using the edge platform to automate a factory to avoid cyberattacks.
She said Lenovo has been using current Intel silicon with the edge platform on highly ruggedized wall-mounted servers for a global fast-food chain. But it’s not just retail, she said. “We’re focused on every vertical and most of them have some common use cases.”
Intel named a number of Intel partners demonstrating at MWC: Aira Technologies, ADLINK, Corning, DeepSig, Ericsson, Federated Wireless, Haivision, Hitek Systems, Lanner, Mavenie, NEC, Nokia, Samsung, Senao Networks and Tiami Networks. On its website, Intel also included an explainer of its Edge Platform.

Is it possible that BrainChip's Akida could be the AI accelerator in Granite Rapids-D. Timeline to 2025 launch looks good. Open RAN and AI ticks all the boxes IMO.

Intel Builds on vRAN Momentum with New AI Development Kit, Future Intel Xeon Processor

Intel Builds on vRAN Momentum with New AI Development Kit, Future Intel Xeon Processor -- Lab tests with AT&T, Deutsche Telekom, SK Telecom and Vodafone demonstrate AI’s potential to enhance network energy efficiency and service quality -- Collaborations with Aira, Capgemini, Deepsig, Ericsson...

community.intel.com

 

[HopalongPetrovski]

It has been like this for years, revenue is still peanuts, all talks only. I was hoping to see some revenue (that hadn't been reflected on our quarterlies) but meh...

Yes, it's taking a lot longer than many of us anticipated and the change in direction since Sean took the reins to follow the ARM IP model seems to have extended our time to sustained market revenue.
For those hoping for, or needing a higher share price (including me), this sucks a bit.
But, it is what it is, and realistically Sean's answer to these questions of "when lambo" is the only believable answer he can provide, even if it seems somewhat unsatisfactory.
He doesn't know the future any better than you or I.
And any guesstimates he provides will only be used to flog him with, in the likely event of discrepancies.
All they can actually do is make the Company and our offerings as resilient, efficient and attractive as possible, advertise that fact and our differentiating strengths to our potential customers, and engage meaningfully within the eco systems, where what we offer, is relevant.
These unknown timelines may or may not mesh with my or your agenda.
Anyone who knows how they can speed up this process should send the suggestion to Tony Dawe.
Otherwise it seems they are going as fast as they can.
For us, who merely speculate, the decision is as always, Buy, Sell or Hold.
GLTAH

 

[7für7]

Is it possible that BrainChip's Akida could be the AI accelerator in Granite Rapids-D. Timeline to 2025 launch looks good. Open RAN and AI ticks all the boxes IMO.

I think I speak for all here if I say…I would prefer if you would go for a monthly walk or run from tomorrow morning! Thanks in advance

 

[Newk R]

Looking at our chart, would be nice to at least bounce off of the support at 33c.

Might get a bit of a dead cat bounce if it does.

I was hoping BRN would fund a better retirement but with the time horizon it might be a fancier funeral!!

Same!! Maybe we can share the same pyre so we can afford a bigger piss up after we've gone.

 

[Newk R]

But what are we supposed to take away from all of this. I certainly hope it's not that there is nothing on the horizon other than a great ecosystem and hope!

 

[Cardpro]

Yes, it's taking a lot longer than many of us anticipated and the change in direction since Sean took the reins to follow the ARM IP model seems to have extended our time to sustained market revenue.
For those hoping for, or needing a higher share price (including me), this sucks a bit.
But, it is what it is, and realistically Sean's answer to these questions of "when lambo" is the only believable answer he can provide, even if it seems somewhat unsatisfactory.
He doesn't know the future any better than you or I.
And any guesstimates he provides will only be used to flog him with, in the likely event of discrepancies.
All they can actually do is make the Company and our offerings as resilient, efficient and attractive as possible, advertise that fact and our differentiating strengths to our potential customers, and engage meaningfully within the eco systems, where what we offer, is relevant.
These unknown timelines may or may not mesh with my or your agenda.
Anyone who knows how they can speed up this process should send the suggestion to Tony Dawe.
Otherwise it seems they are going as fast as they can.
For us, who merely speculate, the decision is as always, Buy, Sell or Hold.
GLTAH

That still doesn't explain much - they were able to sell two IP contracts years ago, but haven't sold any after the initial two. If everyone is so happy and super excited about our tech, why don't we see anything in terms of revenue? We sure get paid for the engineering/tech support we provide to our partners/EAPs but we always see peanuts. That being said, I didnt really have high expectation but after the seeing recent price rise and all the hypes, and over 700k in quarterly, I guess I got too excited. Will continue to wait...

 

[Bravo]

I'm surprised by some of the negativity, connected with the yearly report..

As you said, all the volume the last couple of weeks, has not been because of an impending yearly..

They all "know" where we are, or they should do..

It's our Future potential and who we're rubbing up against, that has them also excited and for good reason.

It will be by the likes of some on this forum, if the share price does anything rash tomorrow.

Fearful of short term loss. Something the shorters will most likely capitalise on, with an early morning push.
The soft serves here, will follow suit..
There will likely then be a smart reversal, while the insatiable "International?" appetite for this Company's stock continues.

If there's a dip, those that are quick, can make a lot of cash.
But ut, too slow, you get left behind..

And the action will be rabid..

Just how I see it play out, I will likely sleep through it..


On other news..

I found the Investor presentation, very impressive and to me, looks like the best I've seen, from this Company.

I've got 3 questions though...

The partner section, looks a bit scant, where's Tata Elxsi for example?

I'm curious why the Unigen Cupcake, wasn't in the hardware section? (unless that's lumped in with "Edge Box"?).

And thirdly, didn't anyone notice the Company "highlighted" Custom Customer SOC?
There's a very good reason AKD2000 isn't there, because it isn't physical yet...

View attachment 57936

Couldn't be Renesas, because theirs wouldn't be an SOC?..
Too early for Mercedes Benz.
Valeo, though MegaChips?
Nintendo though same?
A Dark Horse?...

Socionext?

 

[7für7]

You know what makes me most skeptical? The arrogance of some small investors who dare to ask questions to the board like "where's my money, bitch... I invested in you... where's my money?" I want to remind you that you invested of your own free will and no one forced you... even the amount of shares was up to you. Stock trading is not a guaranteed profit business. And don't act like you are significantly contributing to the company's success with your small money (which includes me too) you just want to quickly get your hands on their success... so keep calm and be patient or sell! Just my opinion... no idea who feels addressed... just wanted to get it off my chest

 

[rgupta]

Front and centre at the Intel Foundary Services presentation recently not good enough? View attachment 57967

I am 100% there with you but differ in the sense
1.company is targeting an ecosystem where product will not be used standalone. They will use our ip just for part of a bigger problem.
2. Even though company is saying akida can work stand alone but still there is a remote possibility we will try that end atleast until we have a revenue stream.
3. Manufacturing a product and selling the same needs money and resources and brainchip does not want to divert anything in that direction.
4. Present edge box is getting developed in collaboration which means vvdn is also sharing the burden and enjoy a pie out of profits. VVDN is already in that market segment and they understand customer needs and expectations better than brainchip.
5. I assume with edge box collaboration brainchip is giving clear signal to market that they are open for collaborations as long as the other company wants to share the burden.
6. Brainchip is trying their best to incorporate their product to the existing technology and it is taking its own sweet time. But rest assured the progress is going on in the right direction and results are very good. Sometimes it costs companies billions of dollars to incorporate two technologies but brainchip is doing the same at a friction of those costs which proves versatility of technology.
7. Last but not least ip sale is a long process but it can provide benefit for a longer term than a product. A product have a cycle of 2,5,10 years but an ip can have a cycle of 10,20,50 years.
I am seeing it as an other opportunity to top up before a real game is starting
End of the day DYOR

 

[Jchandel]

That still doesn't explain much - they were able to sell two IP contracts years ago, but haven't sold any after the initial two. If everyone is so happy and super excited about our tech, why don't we see anything in terms of revenue? We sure get paid for the engineering/tech support we provide to our partners/EAPs but we always see peanuts. That being said, I didnt really have high expectation but after the seeing recent price rise and all the hypes, and over 700k in quarterly, I guess I got too excited. Will continue to wait...

One investor falls in love with another investor’s girl and decides to meet her father.

Investor 1 : "Your daughter is beautiful and I love her.
If you letme marry her,
I will give u gold equal to her weight."

Investor 2 : "I need time."

Investor 1 : "To think?"

Investor 2 : No No..., ,
To increase her weight."



Investments always gives u better Returns if u hold for longer Term .
Stay Invested*

 

[RobjHunt]

A touch at 44c and a close to even finish today and Larry will be feelin' pretty good

View attachment 57955

I’ve that Larry is leaving us?? That makes me sad

 

[RobjHunt]

what’s up Australia

G’day

 

[Calsco]

Love it, as soon as the SP drops - start up the whinging again.

It’s funny how quickly people seem to forget we are double and a bit what the SP was last month. Onwards and upwards

 

[Cyw]

It’s funny how quickly people seem to forget we are double and a bit what the SP was last month. Onwards and upwards

Traders buy with the expectation that there will be some mention of sales, royalties etc. on the annual report but there was nothing so they sell and go away and come back next 4C.

 

[RobjHunt]

It's so hard listening to the Q&A sessions as they (IMO) are very damaging to the company. Some people are just asking questions that clearly cannot be answered and in the end just frustrate people. Sean is never going to come out and say well yes we where approached by X to come in as a potential buy out or Intel came to us as they wanted to be a cornerstone investor!

The only thing i learnt from the Q&A was maybe some were shorters that wanted to ask questions that would put a bad light over the company, i hope they weren't holders. If they were then they shouldn't be in this company, because if you're here to get rich quick, well look at the last few years, you think it's going to happen overnight?

Having said that, one decent IP sign up could easily help depending on the who. While I like the communication by the company, i think it has hurt us more than helped, but hey, thems the breaks. Tick tock, everyday we don't get that IP is a day closer to getting it

You said, “While I like the communication by the company, i think it has hurt us more than helped, but hey, thems the breaks.” I’m not picking up what you’re putt’in down??

But we asked for more transparency, and BrainChip have taken that onboard.

Damned if you do, damned if you don’t.

Pantene Peeps

 

[Tothemoon24]