Fantastic they are all wonderful endorsments for BRN.
Now lets see what they are doing about it
Oh, at least they think we are awesome !
But don't get me wrong, i think they're awesome too so I'm first in line at .395
Last edited:
I’m pretty sure one of the posters here wrote this article and asked us for our comments. I can’t remember who but I feel like it was one of our German postersI haven’t seen this article before. It is hands down one of the best description of what the problem is that BrainChip solves, how it does it and that we are at that inflection point where the problem must be solved. Might have to send it to my reluctant family members who I have been trying to explain BrainChips’s potential to unsuccessfully do far.
Thank you for sharing this @Fullmoonfever it is a fantastic find
The battle for the edge is really heating up and this can only be VERY GOOD NEWS for us IMO!
'There is a battle looming in 2024': Qualcomm wants to become 'the Nvidia of AI' on your smartphone
Provided by Dow Jones
Mar 7, 2024 9:13am
By Ryan Shrout
All the major players are trying to surf this next wave of AI, including Intel, Nvidia, AMD and Arm Holdings
In the world of artificial intelligence and the computing infrastructure that powers AI, there is only one king: Nvidia (NVDA).
The company has skyrocketed to one of the largest in the world on the back of its success leading the transition to an AI computing ecosystem. It has a dominant hold on the chips that power the data centers and servers that enable companies such as Microsoft (MSFT), Amazon.com (AMZN), and Alphabet (GOOGL) to deliver AI services.
But Nvidia's position of strength is limited to servers and data centers. There is an emerging battle for the AI market at the edges, defined as a combination of laptops, smartphones, and individual consumer and commercial devices. It is on these devices where this AI content will be consumed.
This segment is still in play, with combatants ranging from Intel (INTC) to AMD (AMD) to Qualcomm (QCOM), and yes even Nvidia with its gaming and mobile graphics chips. Everyone is fighting to control what most believe is the next growth frontier for AI and for chips to power it. Who will become the NVIDIA of edge AI?
AI computing on local devices will drive the need for more data and bandwidth consumption. Having the best wireless technology is critical.
Qualcomm is in a unique position of opportunity with AI at the edge, thanks to a combination of its communication background, strong investment in new computing architectures, and an initiative to create a software springboard to rival what Nvidia did with CUDA all those years ago.
Though Qualcomm and CEO Cristiano Amon consistently refer to the company's transition from a communications to a computing company, its heritage and leadership in communications is often undervalued. AI computing on local devices will drive the need for more data and bandwidth consumption. Qualcomm's lead in modems and wireless technology is an advantage that is often overlooked.
Having the best wireless technology is critical. Qualcomm recently unveiled its newest cellular modem called the Snapdragon X80 5G, as well as a new FastConnect 7900 chip that combines the latest Wi-Fi, Bluetooth, and wideband technologies. These will get integrated into the highest-performance smartphones next year, as well as high-end laptops.
If Qualcomm wants to do in the consumer and device AI space what Nvidia has done for the data center, it will take a significant effort in the form of software. Nvidia's CUDA is a combination of software development tools, drivers, pre-configured and updated models that make writing software for its GPUs as simple as possible. Software that is developed using CUDA is more likely to be deployed at scale on those same architectures in the cloud.
Another move that Qualcomm recently made is the introduction of its AI Hub, a toolset of its own for deploying and optimizing AI for its processors. This takes Qualcomm beyond just enabling on-stage demos and promotional content for social media. It's a developer engagement platform that provides a simple way to integrate tools and instructions to make sure the most important AI models run on Snapdragon hardware and run in an optimized, maximum-performance state.
The Qualcomm AI Hub currently offers more than 75 unique AI models that are ready for software teams to integrate and it supports the Snapdragon chips for smartphones, laptops and even automobiles. The company hopes that by making integration and support of its chips as easy as possible, it can entice developers to target its hardware with emerging applications that will be a part of the AI revolution at the edge and create the same inherent advantage that Nvidia has with CUDA.
The third piece to this is about the hardware itself. In the smartphone market, Snapdragon is the clear leader in market share and performance, powering most of the highest-end devices like the Samsung Galaxy S24 Ultra. This leadership position means that Android-application developers will need to target Qualcomm chips for any AI computing. The company has also teased that its latest CPU core architecture, called Oryon and stemming from its Nuvia acquisition a few years back, will be coming soon to its smartphone chips as well, keeping Qualcomm in the driver's seat in this market.
For the upcoming AI PC boom that most are projecting to happen in the second half of this year and into 2025, even though Qualcomm has minimal market share today, the Snapdragon X Elite platform announced in October 2023 offers more than four times the AI performance of the currently shipping chips from Intel or AMD. The first laptops featuring this chip won't be available until June, but all indications are that Qualcomm has some incredibly influential design wins and system partners that will raise eyebrows and drive some impressive volume in the market. Intel, AMD and Nvidia won't go down without a fight of course, and Qualcomm has a steep hill to climb in the PC space.
It's clear to me that there is a battle looming in 2024 for the mind share and wallets of consumers looking to bring AI to their phones, laptops, and almost everything else at the edge. Every consumer technology company is trying to surf this next wave of AI, including Intel, Nvidia, AMD, Arm Holdings (ARM), Qualcomm and smaller startups like MemryX or Rabbit. With its strength in the smartphone market, a growing portfolio of products for PCs, and a new software initiative that will drive developer adoption, Qualcomm has a solid foothold here.
Ryan Shrout is president of Signal65 and founder at Shrout Research. Follow him on X @ryanshrout. Shrout has provided consulting services for AMD, Qualcomm, Intel, Arm Holdings, Micron Technology, Nvidia and others. Shrout holds shares of Intel.
If BRN were in the brass section, they'd need to borrow someone else's trumpet ...BrainChip on LinkedIn: #akida #neuromorphic #edgeai #ai
BrainChip's #Akida has emerged as the world's first-to-market commercialized #neuromorphic technology. A catalyst for intelligent compute at the edge, it marks…www.linkedin.com
while I love this as an amazing statement for our chipper, I’m wanting something more on this post, in brackets or asterix below with a notable credit from a peer of industry, or an official recognition of some Independant assessment certified etc……. give me kudos with backed up credential's as verification …… I know this groups research is second to none on topic, but in my industry there’s a common problem with some Co. , where u start believing your own BS…… where are the testimonials please ……..
Qualified rant over….. !
View attachment 58686
View attachment 58662 View attachment 58663
Princeton Engineering - Built for AI, this chip moves beyond transistors for huge computational gains
Backed by the U.S. government, new Princeton-developed hardware reimagines AI chips for modern workloads and can run powerful AI systems using much less energy than today’s most advanced semiconductors. The advances break through key barriers that have stymied chips for AI, including size...engineering.princeton.edu
Samsung Electronics Partners With Princeton University To Pave the Way for 6G Innovation
Samsung Research America (SRA), a leading research and development organization at Samsung Electronics, has partnered with Princeton University to shape thenews.samsung.com
With Sean's HP background this is one to watch.View attachment 58718At HP’s Amplify 2024 conference, AI gets Silicon Valley on the same page
PC vendors like HP are jumping on the AI hype to boost sales of their computers after a difficult stretch of time.indianexpress-com.cdn.ampproject.org
It wasn't a good looking them closing down that significant investment. If this was true I would have thought they would buy it while their car division is still up and merge them. Taking all that is better from the acquisition.View attachment 58722Rumors Swirling of an Apple Buyout of Rivian - May Make Sense With Apple Cancelling Its Apple Car
There are rumors swirling that Apple is going to buy Rivian, the electric carmaker of the R1 truck and SUV, and the upcoming R2 and R3 vehicles that are smaller versions.www-torquenews-com.cdn.ampproject.org
I’m pretty sure one of the posters here wrote this article and asked us for our comments. I can’t remember who but I feel like it was one of our German posters
BRN Discussion Ongoing
As the share price languishes the following question might reasonably be asked: If a blind poll of genuine investors were to be presented with just the following eleven facts would they conclude the target company was oversold at 19 cents a share (giving a market cap of $340 million) when the...thestockexchange.com.au
Here, but maybe I misinterpreted and they just found a good article that explained in simple terms suitable for their parents
That's a good catch thanks for sharing it BravoHi @DerAktienDude,
From the articles I've read so far, it would imply that KAIST are using neuromorphic technology, which doesn't necessarily mean they developed that component of it.
Here are three examples.
1.
View attachment 58669
2.
View attachment 58672
3.
View attachment 58679
And then there's also Tony Lewis's previous comment on Linkedin.
View attachment 58673
It's not necessarily about smartphones. They're interesting too. Don't get me wrong, but I'm worried about the products of the road map 2024.Samsung, is certainly a big spicy cabbage, but some prefer fruit..
I think you're being a bit dramatic, saying we're screwed, if we are not in with them.
Yes, they are a huge player, but they don't control or dominate the World product markets.
For example..
"Apple has overtaken Samsung as the world's top smartphone seller, ending the Korean tech firm's 12-year run as industry leader. The iPhone took the top spot in 2023 with 234.6m units sold, according to figures from the International Data Corporation (IDC), overtaking Samsung's 226.6m units"
17 Jan 2024
Are you saying, that if we got in with Apple, or some other Big players, but not Samsung, that we may as well pack up and go home?..
Of course no guarantees anywhere, but your arguments don't make sense, in my opinion.
I'm not saying you can't have one..
It's not necessarily about smartphones. They're interesting too. Don't get me wrong, but I'm worried about the products of the road map 2024.
For the first time these will be ultra low power, including all the other good stuff.
Since they create their own chips, this is where the danger lies if they caught up with us.
This is what I'm talking about: https://www.koreatechtoday.com/samsung-unveils-2024-generative-ai-roadmap-for-home-appliances/
We do have a history with Samsung.It's not necessarily about smartphones. They're interesting too. Don't get me wrong, but I'm worried about the products of the road map 2024.
For the first time these will be ultra low power, including all the other good stuff.
Since they create their own chips, this is where the danger lies if they caught up with us.
This is what I'm talking about: https://www.koreatechtoday.com/samsung-unveils-2024-generative-ai-roadmap-for-home-appliances/