BRN Discussion Ongoing

Taproot

Regular
Great pick up @Pmel

Was curious previously if we had any connection with them and which auto client they were close to?


Wondering how close we are with Accenture as well.

Paper came up as Sept 23 on Google but the copyright is 2021.

What I found interesting was this little bit...wonder who the auto client was and whose neuromorphic they were playing with...Intel, us?

IMG_20231008_201913.jpg



Timeline may have fit with EQXX...maybe?

Paper:

HERE

Then we had the podcast with Accenture earlier this year and our recent Gen 2 Ann has quotes as below from who...same guy now at Verax.

“Generative AI and LLMs at the Edge are key to intelligent situational awareness in verticals from manufacturing to healthcare to defense,” said Jean-Luc Chatelain, MD of Verax Capital Advisors and former MD and Global CTO at Accenture Applied Intelligence. “Disruptive innovation like BrainChip TENNs support Vision Transformers built on the foundation of neuromorphic principles, can deliver compelling solutions in ultra-low power, small form factor devices at the Edge, without compromising accuracy.”
Intel
Can't work out the interior of car in second video. Has a squared style steering wheel. ( 1.30 min mark ).




 
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davidfitz

Regular
Interesting to see this news get published in India, I wonder if that could result in universities over there showing some interest. Global awareness is growing ;)

 
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Let’s hope this is just a tree shake, otherwise if we don’t get a positive quarterly or an announcement which is highly unlikely knowing how the company operates then this could really come and kick management in the balls at the next agm, so let’s hope it’s not the latter.


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The Pope

Regular
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.
Well Dickleboro is giving it another crack today. I wish he would come to the next AGM in Sydney on 21 May 2024. Refer attached image as I didn’t want him to get paid if some wanted to click the link. lol
 

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Tothemoon24

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It’s time for Sean to pull a Heir out of his arse, a signed contract with the below will do

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7für7

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Iseki

Regular
 
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buena suerte :-)

BOB Bank of Brainchip
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buena suerte :-)

BOB Bank of Brainchip
Intel
Can't work out the interior of car in second video. Has a squared style steering wheel. ( 1.30 min mark ).





One of them further on in the vid is a Tesla!?

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7für7

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GazDix

Regular
This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​


The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."
 
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IloveLamp

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Well Dickleboro is giving it another crack today. I wish he would come to the next AGM in Sydney on 21 May 2024. Refer attached image as I didn’t want him to get paid if some wanted to click the link. lol

Dickleboro writes absolute crapola.......don't you @DK6161

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Diogenese

Top 20
Nvidia Blackwell




8:30 Training

1.8 trillion parameter model training

Hopper 8k GPUs 50 MW 90 days

Blackwell 2K GPUs ONLY 4 MW 90 days
 
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JDelekto

Regular
This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​


The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."
It is painfully obvious that the individual who wrote this article does not understand the difference between the Blackwell processors NVIDIA announced, the Akida processor/IP, and the markets to which they serve.

I believe that Blackwell was designed to improve performance for creating models with trillions of parameters and inferencing on these devices using these large models too. One of the systems they announced, GB200 NVL72, is a liquid-cooled rack system using 36 GB200 Blackwell chips. It is not meant for the average consumer.

I imagine that Blackwell's intent is mainly to create large models and provide data center server machines for inferencing. At the same time, Akida will still dominate the Edge market for unconnected, low-power, yet high-performance inferencing with a much broader target audience in consumer devices. While Akida can create "models" through its one-shot learning mechanism, it's not designed for building models from large datasets for general-purpose inferencing, but instead augmenting pre-trained models in the field as it learns and classifies new data.

I don't see them as competing devices, at least not in any substantive way that would suggest Blackwell's announcement is what caused Akida's SP to go down --unless it was due to a psychological knee-jerk reaction of investors that did not understand the target use and market for either technology.
 
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Guzzi62

Regular
This is certainly a tree shake before tomorrow's FOMC in which it is expected the FED will keep interest rates steady or a very outside chance that they will increase them.

There is nearly a 0% chance that they will lower interest rates, so shorters are pretty safe knowing that and eventually increasing their positions in companies with high potential so they can mop up later.

Also the Motley Flipfacers are at it again so retail may have sold down in the last two hours of trading as well.

Brainchip Holdings Ltd (ASX: BRN)​


The Brainchip share price is down over 7% to 32 cents. Investors have been hitting the sell button today after global semiconductor giant Nvidia Corp (NASDAQ: NVDA) announced its new Blackwell artificial intelligence chips. The company spent an estimated US$10 billion on the research and development budget for the processor. It's possible now that some investors are finally realising that Brainchip has almost zero chance of competing with the giant given its shoestring budget. Sam Altman, CEO of OpenAI, commented: "Blackwell offers massive performance leaps, and will accelerate our ability to deliver leading-edge models. We're excited to continue working with NVIDIA to enhance AI compute."
What!!

A Blackwell GPU will cost at least 30K $ and are not competing with the Alkida chips at all.
Completely different uses for them as far as I know, Alkida on the edge and the Blackwell in center (if you can call it that).

Those MF writers are really funny guys, idiots actually.

Synopsis. Nvidia highlighted that Blackwell chips enable organisations to develop and operate real-time generative AI on trillion-parameter large language models while reducing costs and energy consumption by up to 25 times compared to its predecessor.

More info here:
 
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Mt09

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IloveLamp

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Someone is realistic and sees some risks.


Nvidia's Rocket Ship Valuation: Hope You Packed A Parachute!​

Mar. 11, 2024 5:14 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockAMD, AMD:CA, AMZN, AMZN:CA, ARM, GOOG, GOOG:CA, GOOGL, INTC, INTC:CA, META, META:CA, MSFT, MSFT:CA, TSM, TSMWF108 Comments19 Likes
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Summary​

  • Nvidia Corporation's impressive growth and market dominance are attributed to its investment in innovation and leadership by CEO Jensen Huang.
  • The company's reliance on Taiwan Semiconductor for chip manufacturing poses significant geopolitical risks.
  • Competitors, including AMD and cloud providers like Amazon and Microsoft, are developing their own AI chips, threatening Nvidia's market position.

Excerpt:

Risks​

The main risk we see with an investment in Nvidia is that it trades at a very high valuation, while its competitors are getting more aggressive and its customers are looking for ways to replace them. Competing with competitors is usually hard enough, competing with your customers, which have billions to fund their efforts, adds an extra level of difficulty. We also see a risk that some of its employees might be getting complacent, and they might think they can coast for some time on past efforts. Other risks include a recent copyrights lawsuit, and SoftBank pouring billions to compete with them. Further out, we see risks that there might be a new paradigm shift in how computing gets done, with quantum computing and neuromorphic chips continuing to make important advances
 
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