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Tony Coles

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Could brain-like computers be a 'competition killer'?​

4 hours ago
By Zoe Corbyn, Technology Reporter
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Getty Images An employee checks a server room in the Samsung Networks' Telco Data Center' Telco Data Center
Getty Images
Electricity demand from data centres is rising fast
Modern computing's appetite for electricity is increasing at an alarming rate.
By 2026 consumption by data centres, artificial intelligence (AI) and cryptocurrency could be as much as double 2022 levels, according to a recent report from the International Energy Agency (IEA).
It estimates that in 2026 energy consumption by those three sectors could be roughly equivalent to Japan's annual energy needs.
Companies like Nvidia - whose computer chips underpin most AI applications today - are working on developing more energy efficient hardware.
But could an alternative path be to build computers with a fundamentally different type of architecture, one that is more energy efficient?
Some firms certainly think so, and are drawing on the structure and function of an organ which uses a fraction of the power of a conventional computer to perform more operations faster: the brain.
In neuromorphic computing, electronic devices imitate neurons and synapses, and are interconnected in a way that resembles the electrical network of the brain.
It isn't new - researchers have been working on the technique since the 1980s.
But the energy requirements of the AI revolution are increasing the pressure to get the nascent technology into the real world.
Current systems and platforms exist primarily as research tools, but proponents say they could provide huge gains in energy efficiency,
Amongst those with commercial ambitions include hardware giants like Intel and IBM.
A handful of small companies are also on the scene. “The opportunity is there waiting for the company that can figure this out,” says Dan Hutcheson, an analyst at TechInsights. “[And] the opportunity is such that it could be an Nvidia killer”.

SpiNNcloud Systems Racks of SpiNNcloud computer chips
SpiNNcloud Systems
SpiNNcloud says its neuromorphic computer will be more energy efficient for AI

In May SpiNNcloud Systems, a spinout of the Dresden University of Technology, announced it will begin selling neuromorphic supercomputers for the first time, and is taking pre-orders.
“We have reached the commercialisation of neuromorphic supercomputers in front of other companies,” says Hector Gonzalez, its co-chief executive.
It is a significant development says Tony Kenyon, a professor of nanoelectronic and nanophotonic materials at University College London who works in the field.
“While there still isn’t a killer app… there are lots of areas where neuromorphic computing will provide significant gains in energy efficiency and performance, and I’m sure we’ll start to see wide adoption of the technology as it matures,” he says.
Neuromorphic computing covers a range of approaches - from simply a more brain-inspired approach, to a near-total simulation of the human brain (which we are really nowhere near).
But there are some basic design properties that set it apart from conventional computing.
First, unlike conventional computers, neuromorphic computers don’t have separate memory and processing units. Instead, those tasks are performed together on one chip in a single location.
Removing that need to transfer data between the two reduces the energy used and speeds up processing time, notes Prof Kenyon.
Also common can be an event-driven approach to computing.
In contrast to conventional computing where every part of the system is always on and available to communicate with any other part all the time, activation in neuromorphic computing can be sparser.
The imitation neurons and synapses only activate in a moment of time when they have something to communicate, much the same way plenty of neurons and synapses in our brains only spring into action where there is a reason.
Doing work only when there is something to process also saves power.
And while modern computers are digital – using 1s or 0s to represent data - a neuromorphic computing can be analogue.
Historically important, that method of computing relies on continuous signals and can be useful where data coming from the outside world needs to be analysed.
However, for reasons of ease, most commercially oriented neuromorphic efforts are digital.

Commercial applications envisaged fall into two main categories.
One, which is where SpiNNcloud is focused, is in providing a more energy efficient and higher performance platform for AI applications – including image and video analysis, speech recognition and the large-language models that power chatbots such as ChatGPT.
Another is in "edge computing" applications – where data is processed not in the cloud, but in real time on connected devices, but which operate on power constraints. Autonomous vehicles, robots, cell phones and wearable technology could all benefit.
Technical challenges, however, remain. Long regarded as a main stumbling block to the advance of neuromorphic computing generally is developing the software needed for the chips to run.
While having the hardware is one thing, it must be programmed to work, and that can require developing from scratch a totally different style of programming to that used by conventional computers.
“The potential for these devices is huge… the problem is how do you make them work,” sums up Mr Hutcheson, who predicts it will be at least a decade, if not two, before the benefits of neuromorphic computing are really felt.
There are also issues with cost. Whether they use silicon, as the commercially oriented efforts do, or other materials, creating radically new chips is expensive, notes Prof Kenyon.
Intel Mike Davies, director of Intel’s neuromorphic computing lab
Intel
Intel is making "rapid progress" with its neuromorphic computer says Mike Davies (right)
Intel’s current prototype neuromorphic chip is called Loihi 2.
In April, the company announced it had brought together 1,152 of them to create Hala Point, a large-scale neuromorphic research system comprising more than 1.15 billion fake neurons and 128 billion fake synapses.
With a neuron capacity roughly equivalent to an owl brain, Intel claims is the world’s largest system to date.
At the moment it is still a research project for Intel.
“[But Hala Point] is showing that there's some real viability here for applications to use AI,” says Mike Davies, director of Intel’s neuromorphic computing lab.
About the size of a microwave oven, Hala Point is “commercially relevant” and “rapid progress” is being made on the software side, he says.

IBM calls its latest brain-inspired prototype chip NorthPole.
Unveiled last year, it is an evolution of its previous TrueNorth prototype chip. Tests show it is more energy efficient, space efficient and faster than any chip currently on the market, says Dharmendra Modha, the company’s chief scientist of brain-inspired computing. He adds that his group is now working to demonstrate chips can be dialed together into a larger system.
“Path to market will be at story to come,” he says. One of the big innovations with NorthPole, notes Dr Modha, is that it has been co-designed with the software so the full capabilities of the architecture can be exploited from the get-go.
Other smaller neuromorphic companies include BrainChip, SynSense and Innatera.


IBM IBM's NorthPole chip's NorthPole chip
IBM
IBM says its NorthPole chip is more energy efficient and faster than other chips
SpiNNcloud’s supercomputer commercialises neuromorphic computing developed by researchers at both TU Dresden and the University of Manchester, under the umbrella of the EU’s Human Brain Project.
Those efforts have resulted in two research-purpose neuromorphic supercomputers: the SpiNNaker1 machine based at the University of Manchester consisting of over one billion neurons, and operational since 2018.
A second generation SpiNNaker2 machine at TU Dresden, which is currently in the process of being configured, has the capacity to emulate at least five billion neurons. The commercially available systems offered by SpiNNcloud can reach an even higher level of at least 10 billion neurons, says Mr Gonzalez.
The future will be one of different types of computing platforms - conventional, neuromorphic and quantum, which is another novel type of computing also on the horizon - all working together, says Prof Kenyon.


Wow! That was a good read @ Bravo, i remember FF had wrote about the Nvidia Killer.
 
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davidfitz

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Good morning,

Our CFO Ken Scarince seems to be very active recently, he must be kicking some big goals, correct me if I'm slightly off here,
but hasn't he been awarded/converted around 5 million shares recently, moving into the top 20 for the first time that I'm aware of.

What's he know that I don't ? :unsure: ...sounds like he's in the prime spot, 1 out, 1 back on the track. :ROFLMAO::ROFLMAO:

Quarter coming to an end, I'm not expecting anything to be totally honest, the pattern has showed no signs of changing just yet, sadly.

Tech.
For those who have been around long enough Ken was heavily involved with the investor side of things before his title changed to CFO. Whilst we have no idea of the impact of his tireless work in the past we may just be a bit closer to finding out :unsure:. The respect shown to some of us earlier investors was admirable.


Attending these shows represents excellent opportunities to educate investment communities about how AI will impact markets into the future as well as evangelize BrainChip’s unique vision and capabilities in the technology space.

He was also instrumental in creating the ADR.


BrainChip Chief Financial officer, Ken Scarince commented, “The versatility and widespread appeal of an ADR program among US institutions will allow BrainChip to continue on its path of pursuing high accessibility to the US capital markets. We believe the strong demand for high-growth potential, Artificial Intelligence stocks in the US will result in an influx of US investment and ultimately an increase in shareholder value.”

He has continued to do so from time to time.


“From detailing how Edge AI is the compute model of the future to showcasing our leading position as the first and only commercial producer of neuromorphic AI IP solutions, we look forward to showing Oppenheimer investors how we are helping overcome the challenges in a high-potential AIoT market that will deploy more than a trillion intelligent Edge devices by 2030,” said Ken Scarince, CFO at BrainChip. “We’re using neuromorphic computing as a critical enabler to accelerate radically new intelligent services and applications. This is an excellent opportunity to learn more about this technological sea change and how BrainChip is leading the way with its Akida IP.”
 
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mcm

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Wow! That was a good read @ Bravo, i remember FF had wrote about the Nvidia Killer.
So why would Nvidia not try to take over BrainChip given in USD terms the current MC must seem as cheap as chips I’m looking fwd to the day a tier one like Nvidia will make an offer PVDM and other major holders can’t refuse. 😎
 
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Guzzi62

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So why would Nvidia not try to take over BrainChip given in USD terms the current MC must seem as cheap as chips I’m looking fwd to the day a tier one like Nvidia will make an offer PVDM and other major holders can’t refuse. 😎
I been wondering the same.

It's actually worrying if none of the big companies will try buying brainchip, they don't really consider them a treat if that's the case.

Okay Nvidia isn't only edge but got really many things going on, like working for M.B..
 
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7für7

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Why do some people still think that BrainChip would consider selling just before a breakthrough? That’s like selling your stocks at an all-time low, knowing they’re about to rise soon. Nobody sells their company if it hasn't reached significant value… or would you sell your business or properties when prices are at their lowest? Why does this topic keep coming up? It makes no sense.
I hope the management has more foresight and confidence than some people here
 
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Diogenese

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So why would Nvidia not try to take over BrainChip given in USD terms the current MC must seem as cheap as chips I’m looking fwd to the day a tier one like Nvidia will make an offer PVDM and other major holders can’t refuse. 😎
Nvidia are real skinflints - they only offered $40 Billion for ARM.

It would be interesting to see the FIRB reaction ...
 
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BrainShit

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I notice they are writing their website address as brainchip.ai

.... and redirect to brainchip.com
This is a regular technique if you use more than one domain.
 
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Guzzi62

Regular
Why do some people still think that BrainChip would consider selling just before a breakthrough? That’s like selling your stocks at an all-time low, knowing they’re about to rise soon. Nobody sells their company if it hasn't reached significant value… or would you sell your business or properties when prices are at their lowest? Why does this topic keep coming up? It makes no sense.
I hope the management has more foresight and confidence than some people here
You are turning the question around!

If anyone is interested in buying BRN that's not the same as not for sale is it??

My house is not currently for sale but if someone offered me 2 mill$, its gone on the spot.

So this topic will be coming up not matter if you like it not.

No it would likely not be good for us shareholders if the company is sold now but we were discussing IF ANYONE ARE INTERESTED!!!!!!

An offer have to be approved by the shareholders.

Do you understand now 007???
 
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MDhere

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7für7

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You are turning the question around!

If anyone is interested in buying BRN that's not the same as not for sale is it??

My house is not currently for sale but if someone offered me 2 mill$, its gone on the spot.

So this topic will be coming up not matter if you like it not.

No it would likely not be good for us shareholders if the company is sold now but we were discussing IF ANYONE ARE INTERESTED!!!!!!

An offer have to be approved by the shareholders.

Do you understand now 007???
I think you don’t understand… and I would sell my bicycle for 2,5 million if someone would make me an offer.. what kind of statement is that? IF ANYONE IS INTERESTED… if a dog had wheels, he would be a bicycle…
 
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jtardif999

Regular
Did the Optimus Satellite, have Beacon on board, is the big question?..

ANT61 are encouraging organisations to use it, so it must be ready for implemention?

View attachment 64963

You would think that they would've taken the opportunity with the Optimus Satellite, as a first use case and not real good, if they couldn't use it, to establish a connection..

Or maybe it's all part of their plan..

"Hey, we just established contact with Optimus, using Beacon. Good thing we had that particular piece of hardware onboard!"..
..the ultimate in proving a technology, demonstrate the usecase you are trying to sell.
 
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Quatrojos

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I think you don’t understand… and I would sell my bicycle for 2,5 million if someone would make me an offer.. what kind of statement is that? IF ANYONE IS INTERESTED… if a dog had wheels, he would be a bicycle…
My dog has four legs.
 
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KKFoo

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I asked Ant61 whether the Optimus satellite carries the Ant61 Beacon and the answer is no. Not sure this has been posted, I never read all the messages in this forum because of too much noises. Have a nice day..
 
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7für7

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Yr super contribution :)
It takes a while to clear so maybe a week or so after 😆 but I’ve got a few $$$$ at the ready and holding off for a bit 🙏
 
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em1389

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Frangipani

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While it is perfectly conceivable that Meta could be exploring BrainChip’s offerings behind an NDA wall of silence, I don’t see any conclusive evidence at present that we are indeed engaged with them.

D58E16BD-29F5-4898-A4FC-2BC3034DF3A6.jpeg



In my opinion, FF is once again jumping to conclusions.
He is basing his reasoning for adding Meta to his personal list of BrainChip’s engagements on a supposed fact, namely that Chris Jones was introduced to BrainChip and TENNs while working at Meta, even though this premise has not been verified - it is merely FF’s interpretation of the following quote (from 3:18 min, my transcript):

“So, about a year ago, uh, I was at Meta, I was in their AI Infrastructure Group, and on an almost daily basis I would see new neural network architectures.

So, when I was introduced to BrainChip, I didn’t think I would really be impressed by anything a small team was gonna develop, erm. They told me about TENNs, I was a little bit skeptical to be honest at first. As I started getting to understand the benchmarks and a little bit more of the math and how it worked, I started to get pretty excited by what they had.”


It is a hasty judgement to draw the conclusion that the above quote necessarily expresses simultaneity rather than considering the alternative - posteriority.

Chris Jones himself does not explicitly state that he was introduced to BrainChip and TENNs while working for Meta (picture BrainChip staff giving a power point presentation at Meta’s premises).
Rather, this is what FF read into his words.

But there is another way to interpret that quote; one, which makes more sense to me:

When I started watching the video of Chris Jones’s presentation on TENNs, my immediate thoughts were that a) BrainChip had sent an excellent speaker to the 2024 Embedded Vision Summit in May to replace Nandan Nayampally (who had originally been scheduled to give that talk), and b) how job loss can turn out to be a blessing in disguise.

What FF doesn’t seem to be aware of is that Chris Jones had been affected by one of Meta’s 2023 mass layoffs. It must have been the April 2023 round, as in his LinkedIn post below he mentions over 4000 other employees sharing his fate as well as the fact that he had been with the company for only 11 months. This aligns with his employment history on LinkedIn, according to which he started as a Senior Product Technical Program Manager at Meta in June 2022.

115847CC-9330-45C2-A96F-B659C223B2ED.jpeg



21B6AEA0-9E91-49F6-BF80-E53D44F67217.jpeg



Under California law (the so-called WARN Act) companies over a certain size need to give affected employees at least 60 days advance notice in case of significant workforce reductions, which in combination with a severance pay package would account for Chris Jones’s LinkedIn profile stating he was with Meta until July 2023, even though he appears to have been laid off in April 2023.


E662A15D-3468-499D-9690-824DA99393EA.jpeg



Judging from the practice observed with other US tech giants handling domestic layoffs, it is however highly likely that from the day the layoff was communicated, the affected employees would - with immediate effect - no longer have had any access to their company emails, computer files and confidential information, despite remaining on the company payroll for another two to four months (depending on their respective severance pay packages).

And unless Meta was an EAP customer of BrainChip at the time (for which there has never been any indication whatsoever), Meta employees would not have been privy to any details about TENNs prior to BrainChip’s white paper publication on June 9, 2023 - weeks after Chris Jones had found out about being laid off and had since presumably been cut off from the company’s internal communication channels and flow of information.


31dee624-a87d-4bea-8043-c1c136c3b032-jpeg.65034


So chances are he did not develop his enthusiasm for BrainChip and TENNs in his role as Senior Product Technical Program Manager at Meta - but rather while job hunting post-layoff!

Luckily for both Chris Jones as well as BrainChip, getting introduced to each other seems to have turned out a win-win situation.
Chris Jones is clearly an asset to our company from what I can tell through him presenting in public, and hopefully he will be able to proudly tell his daughter one day that when she was a toddler, he turned a job loss into an immense gain by serendipitously discovering what BrainChip had to offer.

And who knows - maybe Chris Jones has been/is/will be the one introducing BrainChip to his former Meta colleagues. But as for now, Meta stays off my personal (virtual) list of BrainChip’s engagements.

DYOR.
 

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