BRN Discussion Ongoing

[Learning]

Here is a translation of part of an article generously shared by @Perhaps on the Mercedes thread.

The infotainment system, which runs on an 8K screen with mini-LED technology and a screen diagonal of 47.5 inches, is also completely new. Passengers can talk to the avatar, who acts as a tour guide. Inspired by the other concept car Mercedes Vision AVTRThe Vision EQXX also uses artificial intelligence to control air conditioning etc. Information should only be sent when the received signals reach certain threshold values. The Hey Mercedes voice control should consume significantly less power than previous MBUX systems. To this end, the Baden-Württemberg company is working together with the Californian company Brainchip and Nvidia. Brainchip provides the Akida hardware and software, which is 1.2 million neurons per SoC, distributed across an 80 NPU chipset that is being built in 28 nm at contract manufacturer TSMC. Nvidia, in turn, delivers the Geforce RTX 3080 with the Orin SoC based on the Ampere architecture& Co. continues to be the driving force behind future MBUX generations and is developing the MBUX operating system and autonomous driving functions together with Mercedes.


Is this perhaps what Rob Telson was getting at when he responded to a recent question about our competitors when he said that Nvidia actually weren't a competitor but the two companies technologies could complement each other?

This quote got me thinking!

"To this end, the Baden-Württemberg company is working together with the Californian company Brainchip and Nvidia. Brainchip provides the Akida hardware and software, which is 1.2 million neurons per SoC, distributed across an 80 NPU chipset that is being built in 28 nm at contract manufacturer TSMC. Nvidia, in turn, delivers the Geforce RTX 3080 with the Orin SoC based on the Ampere architecture& Co. continues to be the driving force behind future MBUX generations and is developing the MBUX operating system and autonomous driving functions together with Mercedes."

As we all know, Rob Telson once suggested thats Brainchip and Nvidia could complement each other.

The short answer is; Brainchip and Nvidia are part of the MBUX operating system, is that's it?

I believe there could be alot more working behind close door.

For anyone who are gamer, the computer system you build for gaming has to have big power, power to support the big power consumption of graphic cards. Graphic cards are power hungry and generate lots of heat.

Now, let think about Nividia is working with Brainchip's Akida 1000 for the MBUX and realise its image processing capabilities and how low the power Akida consume.

If I was the Nividia engineer, who see this first hand, I would be thinking how can I integrate this technology in to Nividia platform of graphic cards to inhance images processing and reducing power consumption, reduce heats, thats would also reduce noise (less fan on the graphic cards/ computer). Or improve on integrated graphics cards technology.

Its great to be a shareholder.
PS. Those are my just my speculation.

 

[Earlyrelease]

Hey all.

Just considering whether to organise another Perth drinks to celebrate something to help kick start the next run,. As we remember we held the $1 party which soon turned within 2 days into a $2.30 party, so maybe if we have another drink it may be the catalyst for an announcement of for a FF famous "Tipping Point" event.

So considering so many people have change their names in this new (and bloody great) platform was just wondering if people could PM me their old Hot crapper name and their new one here so we can get another meeting organised for those that attended Print Hall last time. Also if there is any other keen shareholders that may want to get together occasionally to share whispers send me you TSE name so I can know who is Perth based to keep you in the loop if we do have a drink or three.

We just need to find a backdrop to make Slade green with envy so he has to fly out from Thailand to get a shot of his beer in our backdrop.

 

[Falling Knife]

Hi Belkin

Thank you for sharing this Macquarie analysis of Brainchip. We both share a long time holding tightly to our Brainchip investment and have had to suffer like many with the unsubstantiated attacks from HC trolls, the AFR, the MF, various analysts with short agendas, shorts and all round cheats, liars and fools.

Macquarie has sufficient gravitas in the Australian market that in my opinion the acceptance by it of certain matters as being fact should mean that no reasonable person will be lured into being influenced by those who in the past held sway claiming to be the voice of reason.

So as much for myself as for others I have extracted the following from the report by Macquarie, based on my own memory all the facts stated by Macquarie were constantly with almost a religious zeal disputed by the above mentioned cohort. The whole report should be read of course:

Key points:

BRN is a pure-play AI company, producing a neuromorphic processor called Akida.

Akida has utility across consumer and industrial applications, including autonomous vehicles, IoT devices, medical diagnosis.

Neuromorphic chip market is still nascent in a commercial sense, there is high competition & new technology risk from major players (e.g Intel & IBM)

Advantages of the Akida chip

Independence from cloud: Akida manages AI tasks at the Edge of the network instead of sending data to the cloud. Without needing an ongoing internet connection, Akida provides reduced system latency and faster response times

One shot learning: Reduces resources required to train models due to efficiency in accommodating new data inputs. Learns from very small set of samples and expands knowledge as more data is absorbed.

Low power consumption: Uses 100 microwatts to a few hundred milliwatts of power depending on the workload. It generates minimal heat from consuming low power, so the chip should outlive the product it has been installed into.

On-chip fast learning and convolution: Traditional software-based neural networks (e.g CNN) can be efficiently run on BRN’s SNN by leveraging TensorFlow for industry standard neural network development.

Small and lightweight: 28nm chip can be designed into wearable devices and flying machines (e.g drones, aircraft, spacecraft).

Financials and risks

• FY21 revenue of US$1.59M was a significant increase from US$120,829 in FY20, but still loss-making on EBITDA level.

• Risks: IP, Reliance on key personnel, competition and new technologies, future funding requirements

Employs a Scientific Advisory Board (SAB) consisting of three cognitive scientists and industry experts, including Nobel Prize Laureate Professor Barry J. Marshall, who joined in July 2020.


Directors’ background Management background

• Sean Hehir (CEO & Executive Director): Joined in November 2021, a seasoned technology executive and board member of Silicon Valley Executive Network. Responsible for driving explosive revenue growth for HP, Compaq and Fusion-io.

• Peter van der Made (CTO & Executive Director): Co-founder of BrainChip. Previously CTO, founder and Chief Scientist of vCIS Technology, later Chief Scientist when acquired by Internet Security Systems and IBM. Also founded PolyGraphics Systems.

• Antonio Viana: On the board of Arteris, a leading provider of NoC interconnect. Previously Executive Chairman at QuantalRF, former ARM President and EVP of Commercial and Global Development.

• Geoffrey Carrick: On the board of Global Study Partners and VCF Capital Partners. Previously Head of Equity Capital Markets at CBA, Director of Equity Capital Markets at Macquarie Group and Head of Finance of Shaw & Partners.

• Pia Turcinov: Manages a portfolio career with qualifications in business management and law.

• Kenneth W. Scarince (CFO): Joined in 2019. Previously held senior management positions as Finance Director of Midwest Connect, Controller of Virgin Galactic, VP and Controller of Virgin America, VP Finance of Chicago Express Airlines.

• Anil Shamrao Mankar (CDO): Co-founder of BrainChip, previously CDO for Conexant Systems LLC, VP Business Development at T2M and Senior VP-VLSI Engineering at Mindspeed Technologies.

• Jerome Nadel (CMO): Joined in January 2022 from Rambus, a NASDAQ-listed semiconductor technology company. Previously held senior positions at Sagem, Thales, wireless and IoT solutions provider Option NV, Unisys and IBM. Board member of Silicon Valley Executive Network and President of Silicon Valley chapter of CMO club, a global community of marketing executives

Competition
BRN states it has a competitive advantage over rivals in the commercialisation process as other neuromorphic chips are still in the R&D stage.

IBM TrueNorth • Produced in 2014, a single processor consists of 5.4 billion transistors, 1 million neurons, 256 million synapses using 4,096 cores. Although it only uses milliwatts of power, each synapse needs to be programmed, which restricts the chip’s learning capabilities in real-time. Does not have backward compatibility with previous technology (e.g C++ compilers) and has vendor lock-in risks. ML workflow requires learning Corelet.

Intel Loihi • Introduced Loihi in January 2018 and its successor Loihi 2 in 2021, which provides 10x faster processing, 15x resource density and improved energy efficiency with a 7nm chip. Loihi 2 consists of 1 million neurons and 120 million synapses but lacks on-chip convolution and requires learning NEF for ML workflow. In 2019, Intel said they’re 5 years away from commercialisation.

Google Coral TPU • Introduced in 2019, Google Coral TPU is a ML application-specific integrated circuit (ASIC) designed to run AI at the edge. Provides high performance ML inferencing for low-power devices but only supports TensorFlow Lite. An individual Edge TPU performs 4 trillion (fixed-point) operations per second and consumes 2-5W of power.

DLAs (e.g Nvidia) • Launched in 2017, Nvidia produced an open-source hardware neural network AI accelerator written in Verilog. It is configurable and scalable to meet a range of architecture needs. However, as an accelerator, any process must be scheduled and arbitered by an outside entity (e.g CPU). Available for product development as a part of Nvidia’s Jetsen Xavier NX.

• Crossed threshold from R&D into commercialisation: BRN evolved its operations to become the world’s first and only commercial producer of neuromorphic AI chips in FY21.

• Strong partnerships: BRN has IP licensing agreements with Japan-based ASIC leader MegaChips and global semiconductor manufacturer Renesas.

My opinion only DYOR
FF

AKIDA BALLISTA

The two best statements made in this report are these:

1. Crossed threshold from R&D into commercialisation: BRN evolved its operations to become the world’s first and only commercial producer of neuromorphic AI chips in FY21.
2. Estimates from various sources suggest edge computing will see a CAGR of between 19-49% over the coming 5-10 years (consensus average of 33% CAGR).

Which IMO contradicts this reported weakness

Competition: Intel and IBM are bigger companies with more resources to potentially develop neuromorphic chips with higher performance and utility, which could render Akida obsolete.

IMO they, the competition, have been trying for decades to do what this little Perth company has and therefore unless they wait for the patents to expire their best chance is to accept and adopt Akida technology through an IP license.
Megachips and Renesas know this and are not waiting for a new discovery which is clearly years away.
That turns the weakness into a massive / ballistic advantage….

And as we know market share of first in class and only in production currently available means a CGAR of 33% is knocking at the door.
All BRN need to do is tell the world of this "best kept secret"...
Actually I think Sean is already aware of that and has employed a 'Jerome Nadel' as one force to correct that by changing the way information is distributed about BRN acolades/achievements.

 

[Jumpchooks]

I was just looking at Anil Mankar’s presentation to the 2021 Ai Field day last May and thought his following words were interesting:

“We are currently engaged with 10 Plus customers who mainly are made up of:

Early Access Customers,

Proof of Concept customers for which we are developing some special networks, and

IP Customers who are embedding our IP into their SOC’s.

The target market for us is:

Automotive,

Consumer Healthcare,

Imaging, and

Transportation.”

My opinion only DYOR
FF

AKIDA BALLISTA

I don't think that we are capable of knowing the target Market, it will Evolve

 

[Jumpchooks]

It says there are 73 people waiting to watch this link. I wonder how many of them are us?

Been there done that, just didn't see the beautiful Autumn Leaves. I saw dust and Spinifex

 

[Proga]

My gut feeling is telling me the EQS will have the old system in it and won't adopt akida. Hopefully I'm wrong though!

Unfortunately I'm getting the same gut feeling. The release is happening too early and they're not quite ready. Damn close though. Maybe the next new model. They have quite a few so they roll out a couple of new models every year. Especially as they transition all existing models into EV's. Once it is finally rolled out, it will be included in every new model.

 

[Bravo]

Been there done that, just didn't see the beautiful Autumn Leaves. I saw dust and Spinifex

So long as you didn't see dust and SpiNNAker that's ok!

 

[Proga]

This is a Google translate of an article in German that Perhaps posted on the Mercedes thread. I have brought it over here because of how it refers to Nvidia and Brainchip almost as if they are partnered in some way. Was Rob Telson being a teller of fortune when he said in his recent interview that Brainchip did not see Nvidia as a competitor but more of a partner in the future.

How is this Guzzi for getting the word out to the country side. LOL

My opinion only DYOR (and produce a better translation please)
FF

AKIDA BALLISTA

https://www.pcgameshardware.de/Auto...XX-mit-mehr-als-1000-km-Reichweite-1393211/2/

Mercedes Vision EQXX as a technology carrier with brain chip and Nvidia​

SOURCE: DAIMLER AG
04/14/2022 at 7:21 p.m by Claus Ludewig - Inside the Vision EQXX there is a new infotainment system with AI technology from Brainchip and Nvidia.

Bamboo fiber and vegan leather in the interior of the Mercedes Vision EQXX​

The role of the technology leader is also evident in the interior. All carpets are made from 100 percent bamboo fibers. Pulverized cactus fibers in combination with a bio-based polyurethane matrix form the vegan leather alternative Deserttex. The artificial leather Mylo, which is also used, is made from mushrooms, more precisely from mycelium. The material mix is completed by the well-known synthetic leather Dinamica, which in the concept vehicle consists of 38 percent recycled PET bottles.

Image gallery (enlarge for references)
1/7

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Mercedes Vision EQXX [Source: Daimler AG]

Efficiency thanks to the collaboration of the engineers from the Mercedes-AMG Petronas F1 team [Source: Daimler AG]

Interior of the Mercedes Vision EQXX [Source: Daimler AG]

Sustainable materials in the interior of the Mercedes Vision EQXX [Source: Daimler AG]

Lighter battery than in the Mercedes EQS 450+. [Source: Daimler AG]

Infotainment system with AI technology from Brainchip [Source: Daimler AG]

Brainchip Akida SoC in the Mercedes Vision EQXX [Source: Brainchip]

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Mercedes Vision EQXX [Source: Daimler AG]


The infotainment system, which runs on an 8K screen with mini-LED technology and a screen diagonal of 47.5 inches, is also completely new. Passengers can talk to the avatar, who acts as a tour guide. Inspired by the other

concept car Mercedes Vision AVTRThe Vision EQXX also uses artificial intelligence to control air conditioning etc. Information should only be sent when the received signals reach certain threshold values. The Hey Mercedes voice control should consume significantly less power than previous MBUX systems. To this end, the Baden-Württemberg company is working together with the Californian company Brainchip and Nvidia. Brainchip provides the Akida hardware and software, which is 1.2 million neurons per SoC, distributed across an

80 NPU chipset that is being built in 28 nm at contract manufacturer TSMC. Nvidia, in turn, delivers the

Geforce RTX 3080 with the

Orin SoC based on the Ampere architecture

& Co. continues to be the driving force behind future MBUX generations and is developing the MBUX operating system and autonomous driving functions together with Mercedes.

From 2025 there will only be new Mercedes models as electric cars​

Although Mercedes recently announced on July 22, 2021 that it would

only bring fully electric platforms for cars and vans onto the market from 2025, Mercedes intends to continue building and selling the cars with combustion engines that have been on the market by then as long as they do there is a demand. The Group is preparing for the fact that there will be regional differences.
From 2024, all compact models of the A/CLA/GLA and B/GLB series that are newly launched on the market will be based on the Mercedes Modular Architecture platform. The MMA platform can be used for both e-cars and automobiles with a transversely mounted 4-cylinder engine. Mercedes will develop the combustion engines for the MMA vehicles with the Chinese car manufacturer Geely, with whom the Swabians are already working on the

Smart #1 electric car, in order to save costs in both cases. The e-car versions of MMA should - at least in part - rely on inexpensive LFP batteries, which can withstand more charging cycles than conventional lithium-ion batteries, but are more sensitive to winter temperatures. From 2025, all Mercedes luxury-class vehicles will be based on the MB.EA electric car platform without an LFP battery, so that from this point onwards, for example, a new edition of the E-Class will only be fully electric. The counterpart with a combustion engine will continue to be built after 2025 based on the MRA rear-wheel drive architecture and will probably receive several facelifts. In the summer of 2021, I was able to put the current

W213 series to an everyday test as a diesel plug-in hybrid

Thanks mate. You just made an already great day even better.

This statement gives me a lot of confidence:

The Hey Mercedes voice control should consume significantly less power than previous MBUX systems. To this end, the Baden-Württemberg company is working together with the Californian company Brainchip and Nvidia.

So much for being pushed out. Looks to me Akida is being imbedded.

 

[HopalongPetrovski]

Just booked my hotel and train trip up to Sydney for the AGM.
Do we know yet where it will be held?
Will it be at Lvl 12, 225 George St?
Don't know Sydney that well and just trying to get my bearings.
Anyone know if PVDM and/or Sean will be there?
Have never been this excited to attend an AGM before.
Wait for the guy who suddenly realises he's been sitting on a snake.............although most of us fella's have been there.

 

[Perhaps]

At least the Nvidia system of the EQS is different to the system of the EQXX, which is planned for production in 2024.

 

[Izzzzzzzzzzy]

Listen from 3:58. Mercedes SUV Car has eye sensors

 

[Fact Finder]

Hi @Perhaps , FF,

" it refers to Nvidia and Brainchip almost as if they are partnered in some way. Was Rob Telson being a teller of fortune when he said in his recent interview that Brainchip did not see Nvidia as a competitor but more of a partner in the future."

"
The Hey Mercedes voice control should consume significantly less power than previous MBUX systems. To this end, the Baden-Württemberg company is working together with the Californian company Brainchip and Nvidia. Brainchip provides the Akida hardware and software, which is 1.2 million neurons per SoC, distributed across an
80 NPU chipset that is being built in 28 nm at contract manufacturer TSMC.
"

80 NPUs is the full Akida 1000 SoC.

Voice recognition uses less than 20% of Akida's 80 NPUs.

Following the link from Orin Soc, Nvidia has been the Mercedes ADAS partner since 2020:

https://www.pcgameshardware.de/Wirt...Nvidia-Drive-und-Ampere-bei-Mercedes-1352849/

24.06.2020 at 12:44 pm by Claus Ludewig - Nvidia is the official partner of Mercedes in terms of automated driving. From 2024, the already existing cooperation between the two companies will be expanded, so that Nvidia will take care of software and hardware.

Again and again one reads of serious accidents with self-driving vehicles. The development is complicated, so that some companies merge. From 2024, every newly delivered Mercedes will have the system called Nvidia Drive, as Nvidia and Daimler announce. The SoC called Orin is based on the Ampere architecture and includes, for example, a system software stack for AI applications. For example, Mercedes-Benz and Nvidia want to jointly develop automated driving functions that work according to SAE level 3 or include an automated parking function according to level 4.

Nvidia Ampere will allow Mercedes to drive automatically from 2024​

The Association of Automotive Engineers SAE has defined in five levels what semi-autonomous and autonomous driving is. Currently, there are no vehicles that support Level 5. Not a single manufacturer speaks of Level 5 anymore, as this refers to autonomous driving without a control unit, which must work worldwide on all roads and under all environmental conditions. But this is probably impossible, as the head of Google's Waymo department admits. Maximum Level 4 is being tested in selected test vehicles. Thus, these Level 4 vehicles - also called fully autonomous driving - can drive independently, but only in a limited area, such as in a parking garage or within a region. In Germany, for example, however, only a maximum of Level 2 is currently legally permitted, as Tesla's Autopilot currently offers or BMW and Mercedes in some current models.
...

Nvidia supplies hardware and software for Mercedes with Nvidia Drive platform​

Not only local computing power is required for automated driving functions, but also the software is crucial. By means of pattern recognition and deep learning, manufacturers are trying to develop software that can orient itself independently and ultimately drive automatically. Nvidia will not only develop the hardware for the systems in the car for Mercedes, but will also take care of updates to the software via over-the-air update. The new hardware is to be introduced in all Mercedes-Benz model series from 2024.

So in 2022, we see that BrainChip is working with MB & Nvidiaon the ADAS system.

Was it Nvidia who, about the time of the ARM kerfuffle, said they were not going to reinvent the AI wheel, but would license in or buy tech they could not produce in-house?

Not an official partner (yet).

https://www.nvidia.com/en-us/self-driving-cars/adas/

View attachment 4557

Sensational, logical and as ever supported by solid facts. Many thanks Diogenese.

It also helps that you agree with my personal assessment.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Potato]

View attachment 4554
8th comment...

Mercedes-Benz: Yes it does. How did you know?!
Salokin Soistok: Oh don't you worry.. i know.. we all know

 

[Perhaps]

New Nvidia Orin architecture is in the EQXX, Xavier in the EQS. Orin is available as development kit, not in production yet. The benefits of the EQXX are only possible with Orin, so possibly no Akida inside EQS.
Here a blog from Nvidia to compare the systems:

NVIDIA Orin Leaps Ahead in Edge AI, Boosting Leadership in MLPerf Tests

The just-released NVIDIA Jetson AGX Orin raised the bar for AI at the edge, adding to our overall top rankings in the latest industry inference benchmarks.

blogs.nvidia.com

 

[Sirod69]

"mercedes-benz ag" | Search | LinkedIn

View the posts about "mercedes-benz ag" on LinkedIn

www.linkedin.com

 

[Sirod69]

till now i have nothing found if there is Akida inside

 

[LM77]

From the Facebook page:

 

[stuart888]

Nice article from Macquarie, but Rob Telson seems to be a glaring omission from key personnel.

Brainchip's Board Member, Geoffrey Carrick was the Director of Capital Equity Markets at Macquarie for over a decade. That is what is says in the Brainchip Research report by Macquarie. Also, he is the current Director of VCF Capital. Here is his VCF Capital overview.
https://www.vcfcapital.com.au/geoff-carrick

 

[TheUnfairAdvantage]

From the Facebook page:
View attachment 4565

Not sure I would make a financial decision based on a potential fake Facebook post.

 

[alwaysgreen]

Not sure I would make a financial decision based on a potential fake Facebook post.

Why anybody here thought that the eqs contained AKIDA baffles me.

It has just been announced in the eqxx, a concept car. Features from concept cars take time to trickle down. The eqs is ready for mass production and would have been designed and engineered well before the eqxx was even a thing.

We need to be realistic here.