BRN Discussion Ongoing

Hi @Rocket577
I have extracted the best but where Mike speaks about Brainchip as cults are not interested in false gods:

“Some companies began with such a different approach that they set themselves apart early, but have taken some time to bear fruit.

BrainChip Holdings, of Sydney, Australia, with offices in Laguna Hills, California, got a very early start in 2011 with a chip to handle spiking neural networks, the neuromorphic approach to AI that purports to more closely model how the human brain functions.

The company has over the years showed off how its technology can perform tasks such as using machine vision to identify poker chips on the casino floor.

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.

flexlogix-inferx.jpg


FlexLogix

BrainChip has in one sense come the farthest of any startup: it's publicly traded. Its stock is listed on the Australian Stock Exchange under the ticker "BRN," and last fall the company issued American Depository Shares to trade on the U.S. over-the-counter market, under the ticker "BCHPY." Those shares have since more than tripled in value.

BrainChip is just starting to produce revenue. The company in October came out with mini PCIe boards of its "Akida" processor, for x86 and Raspberry Pi, and last month announced new PCIe boards for $499. The company in the December quarter had revenue of U.S.$1.1 million, up from $100,000 in the prior quarter. Total revenue for the year was $2.5 million, with an operating loss of $14 million.”

My opinion only DYOR
FF

AKIDA BALLISTA
Just in case you missed this paragraph:

"BrainChip has been doggedly pursuing this spiking architecture," said Demler. "It has a unique capability, it can truly learn on device," thus performing both training and inference.”

This feature is the one that Rob Telson said his customers were telling him their customers were excited about.

Rob Telson is excited.
The podcast presenter was excited.
Rob Telson’s customers are excited.
Rob Telson’s customers, customers are excited.
Mike Demler is excited.
Mercedes Benz is excited.
MegaChips is excited.
NASA is excited.

There must be something exciting about AKIDA’s ability to truly learn on device????

My opinion only DYOR
FF

AKIDA BALLISTA
 
Last edited:
  • Like
  • Haha
  • Love
Reactions: 38 users
Had this stored on my phone for a while and not sure if it’s been posted before. Mentions brainchip a few times

I posted it last year but like any good read you can skip to the end and leave out the middle:

“We therefore consider that Brainchip’s Akida chip [35] is a good fit. Finally, we would like to emphasize that our class of model with sparse binary activations and less constrained weights provides a good compromise between Spiking Neural Networks (SNNs) and Binary Neural Networks (BNNs)”

The middle just explains why Loihi and True North are yesterdays hero’s but we know that already.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
  • Haha
Reactions: 18 users
D

Deleted member 118

Guest
I posted it last year but like any good read you can skip to the end and leave out the middle:

“We therefore consider that Brainchip’s Akida chip [35] is a good fit. Finally, we would like to emphasize that our class of model with sparse binary activations and less constrained weights provides a good compromise between Spiking Neural Networks (SNNs) and Binary Neural Networks (BNNs)”

The middle just explains why Loihi and True North are yesterdays hero’s but we know that already.

My opinion only DYOR
FF

AKIDA BALLISTA


Have you posted this before lol


7FEDC196-6115-4C83-B3F4-1C7C36EF687D.png
 
Last edited by a moderator:
  • Like
  • Love
Reactions: 8 users

stuart888

Regular
Brainchip's VP of Sales podcast today, 1000 ears: Akida is proving to work superbly, exceeding customer expectations. Akida in real silicon, with the test chip SoC. This is the top electrical software engineers in other companies, testing Akida, in real silicon, his words. In short, he said the technical reviews by the Customer's IT Experts is winning+working. These are multi-month tech reviews, big money spent testing, not counting years for Mercedes. Akida is working, that is my takeaway.

Our beloved Brainchip founder's dream is rocking. The Akida Spiking Neural Processing Architecture was master crafted, and now beloved by customers. Key is our customers, which are growing rapidly.
 
  • Like
  • Fire
  • Love
Reactions: 40 users
Hi @Rocket577

Is this the one where he continues to ramble on about Brainchip is worth $1.50 a share. He is becoming a bit of a broken record.

I mean how believable is he when he does unpaid interviews in his own time about what an opportunity for investors Brainchip is. He is looking like just another excited member of the Brainchip fan club.

Despite his efforts at down ramping I still believe in my at least $2.75 by Christmas 2022.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Fire
  • Haha
Reactions: 28 users

Quiltman

Regular
It’s hard not to be inspired by the infectious enthusiasm in this podcast. The host was truly astounded by the global impact Akida would make on so many facets of our day to day lives.

To my son, 23 years old, and all other young folk reading this … IMHO, and this is not financial advice, if there was ever a company to buy and hold for 5 years … then this is it. Ignore the daily SP gyrations , and trust me, 5 years will flash by. The technology is proven, being tested and used by multiple vendors, a strong runway of technology improvements, competition fumbling away in the background, sales from 12 years R&D investment starting to flow as the addressable market grows towards 100B, an incredible team in place … etc. etc.

I did say the podcast resulted in infectious enthusiasm!!

Nice way to start a long weekend.
 
  • Like
  • Fire
  • Love
Reactions: 40 users

Yoda

Regular
Peter stated in a previous interview that we will see a EXPLOSION IN REVENUE IN 2022 why has that changed?
Didn't he say an explosion in sales, not an explosion in revenue? But the revenue will follow, just not immediately . . .
 
  • Like
  • Fire
  • Love
Reactions: 13 users
  • Like
  • Fire
  • Love
Reactions: 8 users

wilzy123

Founding Member

Japan’s Largest ASIC Company Expands to U.S. Market​

San Jose, Calif. – April 21, 2022 – MegaChips, the leading custom ASIC company in Japan, today announced the launch of its AI Partner Program, which allows companies to integrate powerful AI capabilities without requiring in-house AI experts, allowing vendors to focus on their key strengths and ensuring top quality for the final product.

The AI Partner Program marks the entry of MegaChips into the global Edge AI chips market, which was valued at $9 billion in 2020, and is projected to reach $59.6 billion by 2030 – an average growth rate of 21.2%.

“The AI chip industry is going through many changes, including a pivot from a saturated data center market to emerging use cases for integrated processors, such as the ones you’d find in smart devices”, asserts Adrien Sanchez, Technology & Market Analyst, Computing at Yole Développement (Yole). “Edge AI chips benefit companies by allowing them to analyze data from connected devices without sending massive amounts of data into the cloud, which often results in massive costs and potential security risks.” (1)

For systems companies, some benefits of the MegaChips AI Partner Program include a dedicated team of engineers that work collaboratively with customers to identify the best ways to implement desired AI functionalities, custom “proof of concept” demonstrations, and optimization strategy in context of a complete system. For IP and ASSP vendors, MegaChips eliminates the need for hiring in-house back-end chip implementation teams.

MegaChips is also announcing its expansion into the U.S. market after extensive success in Japan. MegaChips is now delivering its full-service ASIC solution in the U.S. and offering off-the-shelf access to industry-standard IP components and secure, inhouse design services along with full manufacturing support.

“MegaChips is thrilled to offer the most turn-key solution for enterprise companies looking to implement AI technology,” said Douglas Fairbairn, Director of Business Development. “The expansion to the United States is an excellent opportunity for us to bring our edge AI expertise to some of the most innovative technology companies. Be it sensing, voice and image recognition, or other applications, MegaChips is the first and best choice for implementing Edge AI from ideation to silicon.”

Source: https://www.edge-ai-vision.com/2022/04/megachips-focuses-on-edge-ai-with-custom-asic-solutions/

giphy-24.gif


Screenshot_20220423-094603_Samsung Internet.jpg


Screenshot_20220423-094256_Samsung Internet.jpg


Source: https://megachips.com/artificial-intelligence-machine-learning/
 
Last edited:
  • Like
  • Fire
  • Love
Reactions: 46 users
Yes, but ScoMo has raised it to $46 a week.

There is discussion of a universal basic income, but that would involve taxing us billionaires, so its not going to happen as long as trickle down is working so well.
The Great Depression was caused by trickle down economics. A very rich American pretty much bought himself the presidency and lowered taxes substantially for the rich. He wasn't in power when the GD hit but was the major cause. Every time this has been tried it has turned out badly. I think a big recession in the 70s was because of the same thing. So along comes the Don and does the same and Scotty from marketing thinks it is a great idea. The time that Bill Clinton actually raised taxes for the rich and only marginally I might add turned around the American economy. But apparently we don't learn from our mistakes.

SC
 
  • Like
  • Love
  • Fire
Reactions: 7 users
I mentioned the other day that my wife was surprise to read a venue was charging $9.00 for a cup of coffee.

Dippy joked about prices and the good old days.

The reality is we humans are very poor at constantly updating value in our heads and imagining future numbers.

It truly was not very long ago when a billion dollars was a lot of money but now government projects are spoken about in the tens and hundreds of billions.

The worlds population is expected to reach 10 billion in the not too distant future. Markets are now consuming hundreds of billions of items every single day. How many bowls of rice are needed each day.

The following prediction is salient to a proper understanding of Brainchips earning potential:

“IDC, the tech research and advisory firm, predicts that by 2025 there will be 55.7 billion connected devices worldwide, 75% of which will be connected to an IoT platform. IDC estimates data generated from connected IoT devices to be 73.1 ZB by 2025, growing from 18.3 ZB in 2019.8 Dec 2021”

55.7 billion Edge devices of one form or another seems like a large number but think about it in terms of the worlds population and how many Edge devices already are owned by you or your family.

It seems to me that when you break this number down it is not really that many.

These Edge devices can be dumb and power hungry or they can be smart and energy efficient.

Anil Mankar unusually talks about each sensor in the Edge device having a right to be intelligent and power efficient.

AKIDA technology can make the sensor/s in these 55.7 BILLION devices smart and energy efficient.

If it cost $1.20 to put intelligence and energy efficiency in every one of the sensors in the 55.7 billion devices the addressable market that is available to be captured by someone by 2025 is $US66.8 billion which is very close to the stated $US70 billion predicted by Brainchip.

I have said before that if Brainchip only catches 1% of this market it is a raging success having an annual turnover of $US700 million with a previously stated profit margin of approximately 97%.

However it is clear that Brainchip is first to market with a lead of two to three years. It is now 2022 so they will have no true competitors in the market until potentially 2025/2026.

The lead times on adopting and implementing this technology into Edge devices means that any competitor that comes to market in 2025 will not in fact capture and account for products coming to market in 2025.

Brainchip has open slather in this $US70 billion Edge market until close of business 31 December, 2025.

Look at the present engagements the adopters Valeo, Mercedes, NASA, Vorago the licensees Renesas and MegaChips the partners in SiFive and Nviso and ask yourself is it wrong to believe that Brainchip has already just as a result of these engagements guaranteed shareholders it will achieve far more than 1% of the $US70 billion Edge market in 2025.

Assume for one moment that no other engagements occur what percentage of the market do you calculate these known engagements will achieve by 2025.

Is it any wonder that the Vice President of World Wide Sales of any company in a situation like this would be excited.

My opinion only DYOR
FF

AKIDA BALLISTA
 
  • Like
  • Love
  • Fire
Reactions: 54 users

TasTroy77

Founding Member
Peter stated in a previous interview that we will see a EXPLOSION IN REVENUE IN 2022 why has that changed?
Was actually an explosion of sales statement not revenue.
 
  • Like
  • Love
Reactions: 11 users

Japan’s Largest ASIC Company Expands to U.S. Market​

San Jose, Calif. – April 21, 2022 – MegaChips, the leading custom ASIC company in Japan, today announced the launch of its AI Partner Program, which allows companies to integrate powerful AI capabilities without requiring in-house AI experts, allowing vendors to focus on their key strengths and ensuring top quality for the final product.

The AI Partner Program marks the entry of MegaChips into the global Edge AI chips market, which was valued at $9 billion in 2020, and is projected to reach $59.6 billion by 2030 – an average growth rate of 21.2%.

“The AI chip industry is going through many changes, including a pivot from a saturated data center market to emerging use cases for integrated processors, such as the ones you’d find in smart devices”, asserts Adrien Sanchez, Technology & Market Analyst, Computing at Yole Développement (Yole). “Edge AI chips benefit companies by allowing them to analyze data from connected devices without sending massive amounts of data into the cloud, which often results in massive costs and potential security risks.” (1)

For systems companies, some benefits of the MegaChips AI Partner Program include a dedicated team of engineers that work collaboratively with customers to identify the best ways to implement desired AI functionalities, custom “proof of concept” demonstrations, and optimization strategy in context of a complete system. For IP and ASSP vendors, MegaChips eliminates the need for hiring in-house back-end chip implementation teams.

MegaChips is also announcing its expansion into the U.S. market after extensive success in Japan. MegaChips is now delivering its full-service ASIC solution in the U.S. and offering off-the-shelf access to industry-standard IP components and secure, inhouse design services along with full manufacturing support.

“MegaChips is thrilled to offer the most turn-key solution for enterprise companies looking to implement AI technology,” said Douglas Fairbairn, Director of Business Development. “The expansion to the United States is an excellent opportunity for us to bring our edge AI expertise to some of the most innovative technology companies. Be it sensing, voice and image recognition, or other applications, MegaChips is the first and best choice for implementing Edge AI from ideation to silicon.”

Source: https://www.edge-ai-vision.com/2022/04/megachips-focuses-on-edge-ai-with-custom-asic-solutions/

View attachment 4825

View attachment 4828

View attachment 4827

Source: https://megachips.com/artificial-intelligence-machine-learning/
I am not sure if anyone had noticed that MegaChips is promoting the use of AKIDA technology for “network packet inspection”.

Not to be one to up ramp but when a company like MegaChips that has bought a full IP licence dramatically increases the size of the market that Brainchip is targeting beyond Edge computing I just have to appear to be that way inclined.

Some years ago now I think 2019 the idea that AKIDA could sit at the entry door to data centres ensuring they were kept cyber secure was raised by myself with some support from several visionaries who are still with us but it was howled down by instant technology experts with agendas but here is living proof of what many have always know.

The Edge is just the beginning not the destination.

My opinion only DYOR
FF

AKIDA BALLISTA

1650672470947.jpeg
 
  • Like
  • Fire
  • Love
Reactions: 39 users
I am not sure if anyone had noticed that MegaChips is promoting the use of AKIDA technology for “network packet inspection”.

Not to be one to up ramp but when a company like MegaChips that has bought a full IP licence dramatically increases the size of the market that Brainchip is targeting beyond Edge computing I just have to appear to be that way inclined.

Some years ago now I think 2019 the idea that AKIDA could sit at the entry door to data centres ensuring they were kept cyber secure was raised by myself with some support from several visionaries who are still with us but it was howled down by instant technology experts with agendas but here is living proof of what many have always know.

The Edge is just the beginning not the destination.

My opinion only DYOR
FF

AKIDA BALLISTA

View attachment 4829
Just so you understand why this is exciting:


My opinion only DYOR
FF

AKIDA BALLISTA

PS: What is 1% of $US13.1 billion dollars by 2026???
 
  • Like
  • Fire
  • Wow
Reactions: 32 users

Dhm

Regular
Just so you understand why this is exciting:


My opinion only DYOR
FF

AKIDA BALLISTA

PS: What is 1% of $US13.1 billion dollars by 2026???
Zac, the author, didn't list us as an active contributer in this market. He will be aware now, following a very polite email sent to him.
 
  • Like
  • Fire
  • Haha
Reactions: 32 users

Taproot

Regular
Down the Rabbit Hole !
Nvidia + Brainchip thru Quantum Corp,

April 19, 2022

Quantum to Showcase Video Enrichment and Analytics Solution Using CatDV Software with NVIDIA AI at NAB 2022​

“Quantum CatDV has been leveraging NVIDIA GPU systems for years as part of our media transformation implementations. With this solution, customers can now add NVIDIA’s world-class, proven AI and ML technologies to their content workflows. The solution serves as a centralized platform to enable users to find the hidden value in content libraries and amplify human curation like never before,”

This solution gives customers an on-premises alternative to cloud-delivered AI services that fully utilizes high-performance GPU hardware in a proven asset management and automation platform. Customers can automate common content-tagging and enhancement tasks such as object recognition within video frames, speech-to-text transcription, video and audio super-resolution, and other tools to add valuable metadata to video and image files, saving time and money, and unlocking hidden value in their media content libraries.

This enhanced video enrichment capability was first demonstrated at NVIDIA GTC in March, with an example of a sports broadcaster challenge: find all instances of referee yellow cards across hundreds of hours of soccer footage. Once objects or actions within video frames were identified, this content was then compiled into a ‘supercut’ within CatDV, with fully indexed and correlated timeline markers for human expert review, saving potentially hundreds of hours of work.

At GTC 2022, NVIDIA named Quantum as an inaugural partner in the NVIDIA AI Accelerated Program, which helps developers build AI applications that customers can deploy with confidence,” said Kari Briski, vice president of software product management, AI and HPC SDKs, NVIDIA. “Quantum’s customers will be able to enjoy world-class AI and ML with this new content enrichment automation solution, powered by NVIDIA.

The Quantum AI content enhancement automation solution is comprised of:

  • Quantum CatDV Enterprise with CatDV Automation Workers
  • AI/ML integration based on NVIDIA DeepStream video analytics, NVIDIA Riva automatic speech recognition and text-to-speech technology, and NVIDIA Maxine video and audio quality enhancement SDKs
  • NVIDIA A2 Tensor Core GPU infrastructure pipeline integration for Quantum CatDV proxy generation, transcoding, and AI acceleration
  • Additional optional custom AI/ML development to meet customer needs or to enable customer’s development teams on the common platform
  • Quantum StorNext shared file storage environment integration
  • Optional Quantum NVMe storage to accelerate content movement within the GPU pipeline
  • Optional Quantum archive to Quantum ActiveScale, Quantum Scalar tape, or S3-compatible storage


Quantum says that StorNext is the world’s fastest file system for video workloads.

27.03.2018
Brainchip + Quantum

This from Jan 30 2019 ( BRN update )

Quantum Corporation continues to market BrainChip Studio to their customers in two primary vertical markets, which are Media and Entertainment (M&E) and Surveillance. § The Company will visit several major M&E production companies with Quantum during the first quarter of 2019. § In surveillance, the joint sales effort is currently pursuing a Smart City project in Asia.

Fun Fact:
Louis DiNardo was once on the Board of Quantum Corp.

Have not heard much about the Quantum/Brainchip relationship over the past couple of years, but I'm assuming they continue to work together in the background now that everything has gone super secret squirrel !

So the NAB show in Vegas over the next 4 days may be worth keeping an eye on,
NAB Show in Las Vegas, running April 23-27.
 
  • Like
  • Fire
  • Love
Reactions: 24 users

MrNick

Regular

We need to be here….. unless our partners are going to do our talking for us 👍
 
  • Like
Reactions: 3 users
I am not sure if anyone had noticed that MegaChips is promoting the use of AKIDA technology for “network packet inspection”.

Not to be one to up ramp but when a company like MegaChips that has bought a full IP licence dramatically increases the size of the market that Brainchip is targeting beyond Edge computing I just have to appear to be that way inclined.

Some years ago now I think 2019 the idea that AKIDA could sit at the entry door to data centres ensuring they were kept cyber secure was raised by myself with some support from several visionaries who are still with us but it was howled down by instant technology experts with agendas but here is living proof of what many have always know.

The Edge is just the beginning not the destination.

My opinion only DYOR
FF

AKIDA BALLISTA

View attachment 4829
I think it’s safe to say the outstanding licence fees due from the Megachips contract will be showing in the March 4c notice. Along with PCI card sales, we should be in for a pleasant surprise.
Income in excess of $3m won’t surprise me.

Akida - The Unfair Advantage.
 
  • Like
  • Fire
  • Thinking
Reactions: 24 users
I don't believe that BrainChip is anywhere near mainstream at the moment. We all know about WANCA.....
I have had conversations with work colleagues who often talk about the stock market but had never heard about BRN.
I was celebrating a friends 60th birthday a couple of weeks ago and the 12 people attending had never heard of BRN.
I have about 150 clients, many of which have become friends and have been with me for over 25 years. Some I know play the stock market but none of them had heard of BRN.
So, don't panic, the word is getting out and when it becomes "mainstream" KABOOM up she goes.

Kind regards to all the 1000 eyes researchers. We have a massive advantage over "mainstream"
Completely agree mate. I was talking to my old mans best mate who is a prominent financial advisor/stock analyst. I rang him to discuss brainchip and he had never heard of them..he took one look and wasn’t interested. The big boys are still on the sidelines when it comes to BRN so the real fun will begin once our revenue substantially increases
 
  • Like
  • Fire
  • Love
Reactions: 18 users

Braintonic

Regular
Morning Chippers,
Ironically, I found myself awake last night thinking about what keeps Sean awake at night as per his answer to Strawman. "Getting the Brainchip name out there to the world".
I found myself thinking that if the Brainchip name isn't out there yet even though the 1000 eyes show me day after day it seems to be, then what is the share price going to be when it truly gets out there?
If Tony Dawe was right and the AI market is going to be worth 60 BILLION in 3 years time and all our nearest competitors are 3 years behind, what will our share price be?
I said to myself, forget the daily noise and start counting the dollar signs. I slept like a baby from there on.
 
  • Like
  • Fire
  • Love
Reactions: 55 users
Top Bottom