BRN Discussion Ongoing

[GazDix]

Thanks @White Horse

Here's the Major Industry Players by market cap.

The numbers aren't spot on but are good enough to provide some perspective.

View attachment 59106

Nice table,

Shows the bigger picture. What is remarkable is that the MC of Apple, Microsoft and Nvidia alone is larger than the GDP of most countries. Canada's GDP is just under $2 trillion.

I also find it ridiculous that the estimated TAM of 'neuromorphic computing' in many reports is only $20 billion by 2030. I have no idea how they come up with that. I think it will be multiples more. For perspective, Cardano, Dogecoin and XRP which can arguably be described as dogshit cryptos have an MC more than that now.

My moon maths: multiple royalty revenue steams from tons of different sources that utilises BRN's IP that is produced with very little costs of production, I would expect Brainchip to get half of that in our peak year (profit of $10 billion) hopefully later this decade (NVIDIA has already generated $30 billion profit so far this year).

$20 billion...nahhhh.

 

[davidfitz]

https://www.theregister.com/AMP/2024/03/13/google_tpu_sifive_riscv/

SC

Sorry SC didn't realise you had already posted the article

 

[DingoBorat]

I know we are working with Perdue, but thought we weren't involved in the a100?

Yet Mr Lewis " celebrates" this? Weird.

Purdue Boosts Gilbreth Cluster's Power with 80 NVIDIA A100 GPUs to Accelerate AI and Physics Simulations

March 10, 2024 — After expanding the Gilbreth community cluster’s GPU nodes in 2022 and yet again last year, the Rosen Center for Advanced Computing (RCAC) has once again added […]

www.hpcwire.com

View attachment 59112

He must be using it a lot in his research?

"All of these upgrades to Gilbreth are part of RCAC’s ongoing investment in supporting researchers doing AI and machine learning work, and dramatically accelerating physics-based simulations. Due to the swift sell-out of recent expansions upon implementation, RCAC has proceeded to augment Gilbreth by adding nodes to effectively meet the escalating demand".

 

[Mt09]

I know we are working with Perdue, but thought we weren't involved in the a100?

Yet Mr Lewis " celebrates" this? Weird.

Purdue Boosts Gilbreth Cluster's Power with 80 NVIDIA A100 GPUs to Accelerate AI and Physics Simulations

March 10, 2024 — After expanding the Gilbreth community cluster’s GPU nodes in 2022 and yet again last year, the Rosen Center for Advanced Computing (RCAC) has once again added […]

www.hpcwire.com

View attachment 59112

Didn’t realise Brainchip’s working with Purdue?

 

[Frangipani]

View attachment 59103

I honestly don’t get the enthusiasm about this post by Lumenci that describe themselves as “the technology industry’s most strategic patent monetization partner”:

Their disclaimer says the report is based on publicly available information and is considered to be reliable?

Since when are all those companies “major industry players” in neuromorphic technology??? Some of them have verifiably done neuromorphic research, but we haven’t exactly heard or read much about let’s say Qualcomm’s Zeroth in recent years. So as far as we know from “publicly available information”, IBM and Brainchip are the only major neuromorphic players among those companies, and IBM’s neuromorphic tech isn’t even commercial, yet! Neither is Intel’s, which Lumenci completely failed to list as a major player?! Not to mention other neuromorphic tech companies... That’s just laughable!

Lumenci obviously haven’t done their research. Definitely not a consulting company I would trust…

 

[IloveLamp]

Didn’t realise Brainchip’s working with Purdue?

Maybe not? My bad. I thought they were part of our uni program.

Perhaps it is associated with one of our partners, gf maybe?

Edit:

Purdue University and GlobalFoundries partner to strengthen research and development, semiconductor education

Purdue University, a public university with leading semiconductor workforce development and R&D programs, and GlobalFoundries (Nasdaq: GFS) (GF), a global leader in feature-rich semiconductor…

www.purdue.edu

 

[DerAktienDude]

Amazing find you guys. Thanks a lot.
This lead is hotter than anything we’ve ever seen so far.

Leaked docs hint Google may use SiFive RISC-V cores in next-gen TPUs

Would put those AI accelerators out of Arm's reach, at least

www.theregister.com

“And as we've previously reported, at least some of these accelerators are already using SiFive's Intelligence X280 cores as a coprocessor to manage the device and feed Google's matrix multiplication units (MXU) with numbers to crunch.”

 

[chapman89]

Another one to add!

 

[IloveLamp]

 

[Diogenese]

Another one to add! View attachment 59138 View attachment 59139

Now all we need to do is introduce them to DUTH to square the circle.

 

[Guzzi62]

Another one to add! View attachment 59138 View attachment 59139

Nice find!

OHB Hellas is a Greek company fully owned by German company OHB SE.

OHB SE, headquartered in Bremen, is a European space and technology group specializing in the development and implementation of complete space systems, the production of components for various launcher programs as well as the operation of satellite systems and the processing and provision of the data collected. Wikipedia.
Just over 3000 employees in 2022.

Seems like space companies likes Alkida a lot. Those companies are pretty picky on what they uses in their systems and people takes notice.

OHB // We.Create.Space.

www.ohb.de

 

[Diogenese]

View attachment 59140

34 degrees - that's not a desert - this is a desert:

 

[Diogenese]

Another one to add! View attachment 59138 View attachment 59139

32 neural processors = 8 nodes.

Input = 8-bit weights = Akida 2

So do they have an 8 node Akida 2 SoC, or are they using the simulator?

 

[CHIPS]

That's an odd demonstration, if done off the cuff..

Was always very slow to respond..

Why did it grab the apple with one hand and then pass to the other, before handing it to him?

Why did it hold the plastic crate, while it put the rubbish in?

Why did it stutter, when it said it thought it had done well?

Why did it say the apple had "found" a new owner?

All just a bit odd..
But when Musk's Optimus sctually speaks, I bet it's going to say a lot more goofy stuff..

I felt the same about it. The speaking does not sound like coming from a computer at all, more like coming from a guy directly into a microphone.

 

[chapman89]

32 neural processors = 8 nodes.

Input = 8-bit weights = Akida 2

So do they have an 8 node Akida 2 SoC, or are they using the simulator?

Ive now asked

 

[DingoBorat]

I felt the same about it. The speaking does not sound like coming from a computer at all, more like coming from a guy directly into a microphone.

It wasn't the voice though..
You can make it sound like Joe Biden, if you wanted to..

But there would have been a lot more pauses and it would have probably stumbled, putting the cup and plate in the rack..

"Now here's the deal. I put the cup and plate in the rack, urr even though it just had food on it.... So it was probably dirty.... Because there was no sink.. "

I'm not doubting that the demo was real, it's just it didn't impress me..
That thing's hooked up to OpenAI's most powerful "A.I." and it took "sooo" long to respond.

 

[IloveLamp]

View attachment 59140

 

[Esq.111]

View attachment 59147

How bizarre,

Only yesterday I posted this vidio of a Ford driver meandering through Dubai.

.



Esq.

 

[Frangipani]

How bizarre,

Only yesterday I posted this vidio of a Ford driver meandering through Dubai.

.



Esq.

And weirdly, too, I mentioned Project Falcon Neuro yesterday!

 

[Tothemoon24]