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(German article on Manager-Magazin.de translated by google)

Conversations with GoogleApple on the way to a gigantic AI deal​

Tim Cook's US company apparently wants to bring Google's artificial intelligence to its iPhones. It would be a very lucrative deal – for both sides.
March 19, 2024, 8:55 a.m



Apple boss Tim Cook: Google's AI Gemini soon on the iPhone?



Apple boss Tim Cook: Google's AI Gemini soon on the iPhone?
Photo: Valerie Macon / AFP
A spectacular deal between two giants is brewing in the tech scene. Apple boss Tim Cook (63) is apparently planning to integrate arch-rival Google's Gemini artificial intelligence into his iPhones. The US news agency Bloomberg reported this on Monday. The two companies' negotiations are about licensing Gemini for some new features that will be integrated into the iPhone software this year, the report said. However, neither the terms nor the branding of a possible AI agreement have yet been determined. The way in which the AI should be implemented is also still unclear.

However, one thing is clear: the deal would be a liberation. Cook is under pressure . In the global hype about AI, the iPhone manufacturer has so far been left relatively unscathed. The company's own Siri system, which has been built into smartphones for years, lags significantly behind the new, generative AI. Investors also fear that AI apps will be introduced slowly in the Apple world and could slow sales of iPhones, which accounted for more than half of the company's $383 billion in sales in fiscal 2023.

A look at the stock market also shows how great the concerns are. Apple has lost its status as the most valuable company this year - despite the ongoing price boom in the tech sector, its shares have lost around 10 percent of their value. Specifically, this means: Apple is currently worth around $300 billion less than it was at the turn of the year.

Apple needs to catch up​

To ensure a better atmosphere, Cook has already announced his own AI offensive. Untypical for Apple, he promised investors new AI features at the last earnings call; They will be presented at the WWDC developer conference in June 2024. It is unlikely that a possible agreement with Google will be announced before WWDC. Especially since, according to Bloomberg, Apple recently held talks with the ChatGPT manufacturer OpenAI about the use of its AI model.

Cook still plans to use its own AI models for some new features in the upcoming operating system called iOS 18, according to Bloomberg. A partnership with a partner like Google is intended to unlock additional functionality for Apple, including capabilities for creating images or writing essays based on simple prompts. "This strategic partnership is a missing piece in Apple's AI strategy," said Daniel Ives , an analyst at Wedbush.

AI booster also for Google and Gemini​

Cook probably wouldn't be the only beneficiary. A possible deal with Apple could also help Google boss Sundar Pichai (51). It would expand use of its AI services to more than 2 billion active Apple devices. A boost for the Gemini introduction, which got off to a slow start after numerous errors. It would also support the search giant's efforts to catch up with Microsoft -funded AI pioneer OpenAI. Investors fear that ChatGPT could threaten Google's current dominance as a search engine.

In January, Google partnered with Apple competitor Samsung to use its generative AI technology in the South Korean company's Galaxy S24 series smartphones. This was the first step in promoting the use of Gemini. Now a deal with Apple could be next.
"This is a big win for Google to enter the Apple ecosystem," commented analyst Ives. It is the "access to the golden base of Cupertino," he said, referring to Apple's California headquarters.
In any case, both companies benefited on the stock market: the shares of Google parent Alphabet rose by more than 6 percent in early US trading, and those of Apple by 2.5 percent.

The two tech companies have had a long-standing partnership - despite the bitter rivalry at the level of smartphone operating systems between iOS (Apple) and Android (Google). In a hyper-lucrative deal, Google is transferring $18 billion a year to Cook's troupe to become the default search engine in Apple's Safari web browser. A significant license fee is likely to flow in the other direction for the use of Gemini.
 
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A cool read between the lines on Grid & Off Grid typologies from 2 companies diametrically opposed from a brand & market cap perspective but both at forefront if their respective parts
Exciting to read this opinion firming our view on where the future of AI lies …….

Thx @chapman89
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Tothemoon24

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To make this dream a reality, the MBUX Virtual Assistant relies on the upcoming Mercedes Modular Architecture (MMA) platform running on our built-in-house Mercedes-Benz Operating System (MB.OS). This chip-to-cloud architecture ensures deep integration into the vehicle that enables full control of all sensors and actuators.

The Mercedes-Benz user experience of tomorrow will be intelligent and hyper-personalised, bringing more trust and empathy to the relationship between car and driver, and providing exactly what you need when you need it.
 
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A cool read between the lines on Grid & Off Grid typologies from 2 companies diametrically opposed from a brand & market cap perspective but both at forefront if their respective parts
Exciting to read this opinion firming our view on where the future of AI lies …….

Thx @chapman89
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To have Nivida and Brainchip in the same paragraph discussing a comparison in their business is outstanding.
Go Brainchip
 
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Sirod69

bavarian girl ;-)
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Diogenese

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Just a subtle adjustment in getting the term right - Oligarch , to be sure …….👍

Dictionary
Definitions from Oxford Languages · Learn more

noun
  1. a small group of people having control of a country or organization. (In our case)
    • a country governed by an oligarchy.
      "he believed that Britain was an oligarchy"
    • government by an oligarchy.
Ogliarch:

noun

1.
raised eyebrow from peeping through keyhole.
 
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Frangipani

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Senior Researcher and Group Leader @ HUAWEI

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FYI: Timoleon Moraitis is no longer with Huawei - he left end of August for another yet undisclosed adventure…

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His November 2023 comments on Brainchip when replying to other Akida-mocking researchers in the Open Neuromorphic community strongly suggest he hadn’t been cooking with our secret sauce while being Senior Researcher and Group Leader at Huawei in Zurich…

Another recent post on Cristian Axenie’s LinkedIn profile is this one:

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Mmmmh, very interesting to see that Akida will finally be featured in one of the Open Neuromorphic Workshops!



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Why am I saying this?

Several Open Neuromorphic members such as co-founders Jason Eshraghian (Assistant Professor at UC Santa Cruz)) and Fabrizio Ottati (who recently completed his PhD and started a job as an AI/ML Processor Engineer at NXP Semiconductors just this week) have so far not taken Brainchip seriously at all if not to say completely dismissed it, mistakenly listed Akida as being analog in a research paper, and in addition have repeatedly expressed their dislike of the way select BRN shareholders are spruiking Akida in the Open Neuromorphic LinkedIn comments - it has even become a running joke among them (see screenshots below).

I am not entirely sure whether they really think the company itself is behind what they consider “blatant spam” (according to Ottati “one of the major source of memes” in their discord channel…), but it does reflect the criticism previously expressed by TSE posters such as @Moonshot, @ndefries and @DK6161 that some people in the neuromorphic community or certain companies may feel pestered by these kind of LinkedIn comments and be put off.

Well, hopefully this upcoming presentation will convince the prejudiced sceptics in the Open Neuromorphic community that there is more to Akida than what they think there is and to help free the company from the bad image it has evidently gotten in their circle.

And if not? So be it. Luckily there are plenty of notable researchers in the neuromorphic community that will disagree with them.


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Rach2512

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FYI: Timoleon Moraitis is no longer with Huawei - he left end of August for another yet undisclosed adventure…

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His November 2023 comments on Brainchip when replying to other Akida-mocking researchers in the Open Neuromorphic community strongly suggest he hadn’t been cooking with our secret sauce while being Senior Researcher and Group Leader at Huawei in Zurich…


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Perhaps he hasn't stepped down but rather been given the boot, due to the fact that others at Huawei think Akida is the bees knees, and those others have decided that he's not worthy of his position for not realising Akidas immense potential. I'm just a mum, no expert on anything, but just a thought?
 
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IloveLamp

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GStocks123

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Frangipani

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Perhaps he hasn't stepped down but rather been given the boot, due to the fact that others at Huawei think Akida is the bees knees, and those others have decided that he's not worthy of his position for not realising Akidas immense potential. I'm just a mum, no expert on anything, but just a thought?

Neither his LinkedIn post nor the comments and likes by his Huawei ex-colleagues give any indication whatsoever that he was fired. On the contrary.

You should also take into account that Huawei is a Chinese company, which makes it much less likely for Brainchip to be involved anyway… Of course Huawei researchers in Switzerland could easily get their hands on an Akida PCIe board or Akida Development Kit, but the question is, would Brainchip ultimately sell their IP to a Chinese company? For the time being, this is unlikely, if you ask me.


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Recent paper from a few days ago.

Utilising Akida, Loihi and DynappCNN for the analysis.

Interesting who partially funded the research :unsure:;)

Full paper HERE

@Diogenese may appreciate the technical details more.


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Sirod69

bavarian girl ;-)
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cosors

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I really tried everything to find out who the manufacturer of the parts could be (from the original article from EI). But it is so distorted that I had no chance. Perhaps a manufacturer who also produces welding rod feed rollers. But that's less than a crumb.
 
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cosors

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Good Morning Chippers ,

19/3/2024.

BrainChip Valuation.

SHOOTING STAR RESEARCH

☆☆☆☆☆ RATING

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Equivalent 3.2317 CHF

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This Investment House operates to the highest standards of integrity, with the ultimate goal to maximise investment return by way of Shits & Giggles to clientele , whilst also delivering a Fair & Equitable share price to both sides of the investment community.
Average return over 10 years is in excess of 24% Shits & 76% Giggles above nearest competitors.

Not Financial Advice.

If in doubt , One should always insult a financial advisor.

Regards,
Esq.
Simply brilliant. It made my day and laughing is very healthy! You have a positive sense of humour. Love that.
 
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cosors

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As a conspiracy theorist, I wonder if the recent rise in the SP followed by the decline has been orchestrated to coincide with the next AGM as the naysayers etc are out in force on the otherside. Let’s just hope we see someone better results in the next quarter or a decent announcemt beforehand to close this chapter once and for all.
 
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cosors

👀
Please stop arguing, it's not worth it. Everyone should read what they want and everyone should think what they want about it. So that's just hurting this great forum.
I don't like fights.
Work Together We Did It GIF by Holler Studios
Mare-biting?
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I'm now out of the firing lane 💨
 
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Sirod69

bavarian girl ;-)
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