BRN Discussion Ongoing

[uiux]

One thing seems certain is that the Navy is transitioning to AI at the Edge. See previously posted Bascom Hunter/Navy transitioning posts.
It's likely US defense forces and security will transition also. Space as well.
I very much doubt RTX and Lockheed-Martin will allow Bascom to eat the whole cake.
Did I hear Sean say during the podcast something about Bascom heading for great things???

The navy is transitioning to Terminator robots with neuromorphic processors:

https://media.defense.gov/2023/Mar/29/2003188792/-1/-1/0/RDTEN_BA1-3_BOOK.PDF

FY 2024 Base Plans:

Cognitive Science for Human-Machine Teaming and Computational Neuroscience

Continue:
- Assess feasibility of incorporating realistic neural systems into autonomous systems for more robust on-board perception and intelligence.
- Conducting applied research on system interface designs and human-machine interaction methodologies that enable or enhance Naval Warfighter performance and human-machine teaming.
- Conduct applied research to develop agile humanoid robot teammates with enhancements including: (i) Embedding computer vision with visual-spatial reasoning; (ii) Auditory systems to enable human communication; and (iii) Neuromorphic (brain-like) processors.
- Conduct applied research to train mission-capable robots to perform complex manipulation tasks, integrated with the ability to recognize patterns and learn from data (self-learning).
- Investigate the effectiveness of incorporating vision and language processes in robots to facilitate human-robot team performance learning and communication

 

[manny100]

The navy is transitioning to Terminator robots with neuromorphic processors:

https://media.defense.gov/2023/Mar/29/2003188792/-1/-1/0/RDTEN_BA1-3_BOOK.PDF

FY 2024 Base Plans:

Cognitive Science for Human-Machine Teaming and Computational Neuroscience

Continue:
- Assess feasibility of incorporating realistic neural systems into autonomous systems for more robust on-board perception and intelligence.
- Conducting applied research on system interface designs and human-machine interaction methodologies that enable or enhance Naval Warfighter performance and human-machine teaming.
- Conduct applied research to develop agile humanoid robot teammates with enhancements including: (i) Embedding computer vision with visual-spatial reasoning; (ii) Auditory systems to enable human communication; and (iii) Neuromorphic (brain-like) processors.
- Conduct applied research to train mission-capable robots to perform complex manipulation tasks, integrated with the ability to recognize patterns and learn from data (self-learning).
- Investigate the effectiveness of incorporating vision and language processes in robots to facilitate human-robot team performance learning and communication

I clicked on the link and searched neuromorphic and it came up with 8 references a few of which i have posted below.
Appears the Navy is pretty much "all in". Included a few below but best for posters to look it up themselves.
No way is the Navy alone in the transition.
Also page 32 of 77
" Continue to explore neuromorphic spiking neuron hardware designs based on brain models that are suitable for future edge computing and signal processing in small naval platforms.- Continue to explore autonomous problem solving and curiosity driven search for robust performance under unexpected conditions.- Initiate research to identify, characterize and model adversarial AI.- Initiate research exploring theory and algorithms for learning and decision making in multi-agent systems, particularly in adversarial situations"

Also page 9 of 17
" Science of Artificial Intelligence:- Continue applied research on principled computational frameworks for integrating domain knowledge and machine learning for fast robust learning of diverse, complex concepts and tasks with minimal supervision to analyze the sparse, noise and unlabeled data of the Naval domain.- Continue the application of new brain-inspired artificial intelligence algorithms and architectures for the development of compact neuromorphic hardware suitable for edge computing and signal processing in Naval platforms.- Continue the use Artificial Intelligence (AI) for enhanced collaborative complex decision-making and human machine dialogue to increase the speed and quality of operational decisions.- Continue research on embedding AI in robotic systems to enable human-machine collaboration and robot training for hazardous missions.- Continue to integrate physical models with machine learning to enable predictive maintenance for autonomous Naval platforms and enable long duration autonomous missions.- Continue to conduct AI-based analysis of data from wearable sensors and task performance measures to monitor and optimize human performance.- Continue research on the ability to enable a humanoid robot to adapt skills learned in one environment or context, to new situations. Cues of the current context, including the environmental state or goals of the robot or its teammates, will modulate the execution of existing robotic skills, such as adjusting the robot's speed."

Also page 10 of 17
" - Initiate applied research to design embedded neuromorphic processors into intelligent autonomous systems to permit onboard analysis of target data to enable single-pass mine countermeasures missions.- Initiate applied research to validate AI algorithms to provide distributed perception in networks of interacting autonomous agents in the presence of varying levels of reliability and trust at both network and individual agent.- Initiate applied research on AI tools for multi-level optimization of shipyard maintenance scheduling to accelerate on time delivery of ships out of maintenance and improve ship availability and fleet readiness.- Initiate research techniques for training AI to perform tasks from human behavior and natural language instruction"
My bold above.

 

[cosors]

Broadcom, TSMC reportedly exploring deals that would split up Intel​

Broadcom, TSMC reportedly exploring deals that would split up Intel | TechCrunch

Broadcom and Taiwan Semiconductor Manufacturing Company (TSMC) are separately exploring deals to take over parts of Intel, according to a report in The

techcrunch.com

 

[Taproot]

The navy is transitioning to Terminator robots with neuromorphic processors:

https://media.defense.gov/2023/Mar/29/2003188792/-1/-1/0/RDTEN_BA1-3_BOOK.PDF

FY 2024 Base Plans:

Cognitive Science for Human-Machine Teaming and Computational Neuroscience

Continue:
- Assess feasibility of incorporating realistic neural systems into autonomous systems for more robust on-board perception and intelligence.
- Conducting applied research on system interface designs and human-machine interaction methodologies that enable or enhance Naval Warfighter performance and human-machine teaming.
- Conduct applied research to develop agile humanoid robot teammates with enhancements including: (i) Embedding computer vision with visual-spatial reasoning; (ii) Auditory systems to enable human communication; and (iii) Neuromorphic (brain-like) processors.
- Conduct applied research to train mission-capable robots to perform complex manipulation tasks, integrated with the ability to recognize patterns and learn from data (self-learning).
- Investigate the effectiveness of incorporating vision and language processes in robots to facilitate human-robot team performance learning and communication

I reckon you would really enjoy this interview, ( if you haven't already seen it )
Palmer Luckey ( Anduril founder ) 32 years old.
Just took over $22 Billion IVAS contract from Microsoft 4 days ago.
Started Occulus when he was 19.
After watching this, I'm just praying that he's aware of BrainChip
Would be nice to have this bloke on side.

 

[uiux]

I reckon you would really enjoy this interview, ( if you haven't already seen it )
Palmer Luckey ( Anduril founder ) 32 years old.
Just took over $22 Billion IVAS contract from Microsoft 4 days ago.
Started Occulus when he was 19.
After watching this, I'm just praying that he's aware of BrainChip
Would be nice to have this bloke on side.

WIPO - Search International and National Patent Collections

US20230007162 - EVENT-BASED COMPUTATIONAL PIXEL IMAGERS

Applicants
Anduril Industries, Inc.

A computational pixel imaging device that includes an array of pixel integrated circuits for event-based detection and imaging. Each pixel may include a digital counter that accumulates a digital number, which indicates whether a change is detected by the pixel. The counter may count in one direction for a portion of an exposure and count in an opposite direction for another portion of the exposure. The imaging device may be configured to collect and transmit key frames at a lower rate, and collect and transmit delta or event frames at a higher rate. The key frames may include a full image of a scene, captured by the pixel array. The delta frames may include sparse data, captured by pixels that have detected meaningful changes in received light intensity. High speed, low transmission bandwidth motion image video can be reconstructed using the key frames and the delta frames.

From GPR:

The patent US20230007162 - Event-Based Computational Pixel Imagers describes an imaging system that integrates in-pixel signal processing, event-based detection, and multi-threaded computation. Unlike traditional CMOS or CCD image sensors that capture full frames at fixed intervals, this system detects and processes changes in light intensity at the pixel level. Each pixel contains a counter that increments and decrements based on detected intensity changes, allowing it to identify significant events while filtering out noise. The system employs a dual-frame acquisition strategy, capturing key frames at a lower frequency and delta frames at a higher frequency to efficiently track motion. Additionally, it incorporates infinite dynamic range counters, which utilize most significant bit (MSB) readout techniques to extend dynamic range without increasing counter bit-depth. This reduces data transmission requirements and enhances computational efficiency by prioritizing meaningful image data.


The architecture supports distributed in-pixel computation, including local filtering, thresholding, and adaptive exposure adjustments. Pixels can share data through orthogonal transfer mechanisms, enabling on-chip signal processing functions such as edge detection, temporal filtering, and convolution. The design also incorporates multi-threaded execution within the pixel array, allowing different processing tasks to run concurrently. The system's event-driven nature reduces power consumption and bandwidth usage by transmitting only data from pixels that detect significant intensity changes. These features align with neuromorphic imaging principles, as the system mimics biological vision by emphasizing changes in a scene rather than static information. However, the patent does not explicitly reference neuromorphic computing or spiking neural networks, instead focusing on the efficiency of event-based imaging and in-pixel digital processing.

 

[FuzM]

WIPO - Search International and National Patent Collections

US20230007162 - EVENT-BASED COMPUTATIONAL PIXEL IMAGERS

Applicants
Anduril Industries, Inc.

A computational pixel imaging device that includes an array of pixel integrated circuits for event-based detection and imaging. Each pixel may include a digital counter that accumulates a digital number, which indicates whether a change is detected by the pixel. The counter may count in one direction for a portion of an exposure and count in an opposite direction for another portion of the exposure. The imaging device may be configured to collect and transmit key frames at a lower rate, and collect and transmit delta or event frames at a higher rate. The key frames may include a full image of a scene, captured by the pixel array. The delta frames may include sparse data, captured by pixels that have detected meaningful changes in received light intensity. High speed, low transmission bandwidth motion image video can be reconstructed using the key frames and the delta frames.

View attachment 77688

From GPR:

The patent US20230007162 - Event-Based Computational Pixel Imagers describes an imaging system that integrates in-pixel signal processing, event-based detection, and multi-threaded computation. Unlike traditional CMOS or CCD image sensors that capture full frames at fixed intervals, this system detects and processes changes in light intensity at the pixel level. Each pixel contains a counter that increments and decrements based on detected intensity changes, allowing it to identify significant events while filtering out noise. The system employs a dual-frame acquisition strategy, capturing key frames at a lower frequency and delta frames at a higher frequency to efficiently track motion. Additionally, it incorporates infinite dynamic range counters, which utilize most significant bit (MSB) readout techniques to extend dynamic range without increasing counter bit-depth. This reduces data transmission requirements and enhances computational efficiency by prioritizing meaningful image data.


The architecture supports distributed in-pixel computation, including local filtering, thresholding, and adaptive exposure adjustments. Pixels can share data through orthogonal transfer mechanisms, enabling on-chip signal processing functions such as edge detection, temporal filtering, and convolution. The design also incorporates multi-threaded execution within the pixel array, allowing different processing tasks to run concurrently. The system's event-driven nature reduces power consumption and bandwidth usage by transmitting only data from pixels that detect significant intensity changes. These features align with neuromorphic imaging principles, as the system mimics biological vision by emphasizing changes in a scene rather than static information. However, the patent does not explicitly reference neuromorphic computing or spiking neural networks, instead focusing on the efficiency of event-based imaging and in-pixel digital processing.

Any chance "TENNs-PLEIADES: Building Temporal Kernels with Orthogonal Polynomials" be in play here?

 

[Frangipani]

Uni Luxembourg’s SIGCOM (Signal Processing and Communications) research group, which is part of SnT (Interdisciplinary Centre for Security, Reliability and Trust), has a new lab, which their Akida Shuttle PC now calls home: the TelecomAI-Lab, led by Flor Ortiz.

“Unlike traditional communication laboratories, TelecomAI-Lab focuses on AI-native solutions for signal processing and network optimisation.”

There is also an interesting section on “Services offered”.

TelecomAI - Lab | Symeon Chatzinotas

New HW Lab at SIGCOM, aggregating our capabilities on AI accelerators and Neuromorphic processors.

www.linkedin.com

View attachment 77272

TelecomAI - Lab

The TelecomAI at the University of Luxembourg is used for research and testing of signal processing techniques for satellite and terrestrial communication systems.

www.uni.lu

View attachment 77271
View attachment 77273
View attachment 77274

Earlier today, Flor Ortiz posted an early-access link to an article called “Artificial Intelligence for Satellite Communication: A Survey”, co-authored by 23 SATCOM experts, the majority of whom - like herself - are affiliated with Uni Luxembourg’s Interdisciplinary Centre for Security, Reliability, and Trust (SnT).

And of course NC gets covered as well:

“Furthermore, the document examines the role of neuromorphic computing and COTS (Commercial Off-The-Shelf) devices in facilitating AI applications in space environments.”

Unfortunately, the survey is only accessible with IEEE Xplore member or institutional login credentials. Anyone?

#ai #satellitecommunications #machinelearning #nonterrestrialnetworks… | Flor Ortiz

Our latest survey, "Artificial Intelligence for Satellite Communication: A Survey," has been published in early access in IEEE Communications Surveys & Tutorials! 📡✨ In this work, we provide a comprehensive overview of the impact of AI and Machine Learning in Satellite Communications (SATCOM)...

www.linkedin.com

https://ieeexplore.ieee.org/document/10886927

 

[BrainShit]

To my mind, Sean's anecdote about walking the floor of CES25 and talking to exhibitors reinforces the hypothesis that an IP only strategy excludes the small business market sector. They are using COTS NNs, but would prefer to use custom NNs if they could aford it. The thing about Akida is that it is customizabel in both size (number of nodes/NPUs) and application (model development, particularly with our cooperation with Edge Impulse).

Leaving the TENNs algorithm product aside for the moment, a major licence with large customer with near-term production objectives would secure the share price, and clearly, BRN cannot afford to be a chip maker at this point in time. I think this illustrates the need to get a chip maker tied up (as in licensed, not bondage) to produce the various flavours of Akida/TENNs COTS chips to capture the smaller users who cannot afford an IP licence.

A major problem is that most major chip designers have their own in-house AI. Even our early licencee Renesas has its own DRP-AI which it has refined in the interim with N:M coding which may have taken inspiration from Akida. Qualcomm, ARM and Intel each have their own AI implementations.

We seem to have gone cool on the original Socionext/TSMC association, at least for the time being.

So, of our known associates, Global Foundries could be a candidate to produce the Akida/TENNs COTS range, and I wouldn't write off Megachips yet.

Fully agreed...

A major problem is that most major chip designers have their own in-house AI. Even our early licencee Renesas has its own DRP-AI which it has refined in the interim with N:M coding which may have taken inspiration from Akida. Qualcomm, ARM and Intel each have their own AI implementations.

 

[BrainShit]

Good Afternoon Chippers ,

Once again iv taken the liberty of stealing this from the other forum.

Cheers StockHound , these numbers also correspond with the last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024.

.

NOTE , The attached has been generated by ChatGPT.

View attachment 77588
View attachment 77590

View attachment 77589
View attachment 77591
View attachment 77592 View attachment 77593 View attachment 77594 View attachment 77595 Dam it , still can't cut and past the whole picture.

The crapper,
Poster , StockHound81
Today @ 11:00

If a savvy Chipper would be so kind as to retrieve this from the crapper site , and post for all to have a ponder.

Thankyou in advance.

#Well i certainly made mess of that , sorry all

Regards,
Esq.

Intel is out... Broadcom, TSMC reportedly exploring deals, to take over parts of Intel, that would split up Intel.

Broadcom is reportedly considering an acquisition of Intel’s chip-design and marketing business, and would want a partner for the company’s manufacturing business, while TSMC is reportedly looking at controlling some or all of Intel’s chip plants, potentially as part of an investor consortium.

All discussions have been preliminary, the Journal says, with nothing submitted to Intel. Apparently TSMC is exploring a deal at the encouragement of President Donald Trump’s administration, although a White House official said the administration was unlikely to support an arrangement that put a foreign entity in control of Intel’s factories.


Source: https://techcrunch.com/2025/02/16/b...ly-exploring-deals-that-would-split-up-intel/

 

[DingoBorat]

The navy is transitioning to Terminator robots with neuromorphic processors:

https://media.defense.gov/2023/Mar/29/2003188792/-1/-1/0/RDTEN_BA1-3_BOOK.PDF

FY 2024 Base Plans:

Cognitive Science for Human-Machine Teaming and Computational Neuroscience

Continue:
- Assess feasibility of incorporating realistic neural systems into autonomous systems for more robust on-board perception and intelligence.
- Conducting applied research on system interface designs and human-machine interaction methodologies that enable or enhance Naval Warfighter performance and human-machine teaming.
- Conduct applied research to develop agile humanoid robot teammates with enhancements including: (i) Embedding computer vision with visual-spatial reasoning; (ii) Auditory systems to enable human communication; and (iii) Neuromorphic (brain-like) processors.
- Conduct applied research to train mission-capable robots to perform complex manipulation tasks, integrated with the ability to recognize patterns and learn from data (self-learning).
- Investigate the effectiveness of incorporating vision and language processes in robots to facilitate human-robot team performance learning and communication

It is my secret (well it was..) masochistic fantasy, to be hunted down and killed, by rogue T-800 Terminators, controlled by the Singularity, at a point in Time, where my wealth is beyond what I dreamed was ever possible, as a result of investing in said technology.

Man...

How long do I have to wait??..

 

[DingoBorat]

Intel is out... Broadcom, TSMC reportedly exploring deals, to take over parts of Intel, that would split up Intel.

Broadcom is reportedly considering an acquisition of Intel’s chip-design and marketing business, and would want a partner for the company’s manufacturing business, while TSMC is reportedly looking at controlling some or all of Intel’s chip plants, potentially as part of an investor consortium.

All discussions have been preliminary, the Journal says, with nothing submitted to Intel. Apparently TSMC is exploring a deal at the encouragement of President Donald Trump’s administration, although a White House official said the administration was unlikely to support an arrangement that put a foreign entity in control of Intel’s factories.


Source: https://techcrunch.com/2025/02/16/b...ly-exploring-deals-that-would-split-up-intel/

Broadcom has a big interest in the A.I. chip market.

https://www.thestreet.com/technology/broadcom-ceo-sounds-alarm-on-crucial-shift-in-ai-chip-market

"While Broadcom's gains for the year haven’t been as high as Nvidia’s (NVDA) , the AI-chip market may be on the verge of a significant paradigm shift that could benefit the former significantly. On last week’s Q4 earnings call, Broadcom CEO Hock Tan laid out a high revenue prediction for the next two-year period, one that highlights an oncoming trend in the AI-chip industry"

Would be nice, to be a part of that paradigm shift.
I wonder if AKIDA and TENNs integration into Broadcom's XPUs would be a good fit?..

 

[BrainShit]

Broadcom has a big interest in the A.I. chip market.

https://www.thestreet.com/technology/broadcom-ceo-sounds-alarm-on-crucial-shift-in-ai-chip-market

"While Broadcom's gains for the year haven’t been as high as Nvidia’s (NVDA) , the AI-chip market may be on the verge of a significant paradigm shift that could benefit the former significantly. On last week’s Q4 earnings call, Broadcom CEO Hock Tan laid out a high revenue prediction for the next two-year period, one that highlights an oncoming trend in the AI-chip industry"

Would be nice, to be a part of that paradigm shift.
I wonder if AKIDA and TENNs integration into Broadcom's XPUs would be a good fit?..

It could be a good fit from the technical view... and you could still use PyTorch for Akida and XPUs.

But I'm not sure about a possible fit in Broadcom's strategy and approach to AI... AFAIK Broadcom is not working with neuromorphic technologies... but they had made significant strides in integrating neural network capabilities into their networking chips.

Source: https://siliconangle.com/2024/03/02/unplanned-genius-broadcoms-route-ai-dominance/
Source: https://www.forbes.com/sites/patric...ty-and-performance-for-advanced-ai-workloads/

 

[db1969oz]

It is my secret (well it was..) masochistic fantasy, to be hunted down and killed, by rogue T-800 Terminators, controlled by the Singularity, at a point in Time, where my wealth is beyond what I dreamed was ever possible, as a result of investing in said technology.

Man...

How long do I have to wait??..






View attachment 77694

Not long for the hunted down and killed part! But, well, the wealth part, that's gunna take a little longer.....

 

[DingoBorat]

Not long for the hunted down and killed part! But, well, the wealth part, that's gunna take a little longer.....

That's no fun..

 

[MDhere]

Morming fellow brners, I was looking at the graphs of share price of various companies like intel, nividia, arm etc and ARM (who we are connected with), their share price are gangbusters after going public after Nividias failed deal thwarted by the courts. Now if the deal fell over due to Arms assistance to many companies and Brn being the 1st neuromorphic producer and deals in the IP model, Arm are in the IP model too and are well connected in partnership with BRN, one would think an offer if there were to be one, it would come from ARM.
I'm just throwing an arm and a leg out there with this idea in my head. Not long now for some share price action to appear in my view. I am starting the rocket launchpad. Have a great 18.2.2025

 

[IloveLamp]

What is the general opinion here with any involvement with Synaptics?

I have seen a few BRN staff like some stuff on LinkedIn and vice versa but does anyone have anything solid?

Regardless, this is an interesting read
/ listen

https://www.eetimes.com/podcasts/what-the-google-and-synaptics-collaboration-means-for-edge-ai/

 

[GoCats]

Morming fellow brners, I was looking at the graphs of share price of various companies like intel, nividia, arm etc and ARM (who we are connected with), their share price are gangbusters after going public after Nividias failed deal thwarted by the courts. Now if the deal fell over due to Arms assistance to many companies and Brn being the 1st neuromorphic producer and deals in the IP model, Arm are in the IP model too and are well connected in partnership with BRN, one would think an offer if there were to be one, it would come from ARM.
I'm just throwing an arm and a leg out there with this idea in my head. Not long now for some share price action to appear in my view. I am starting the rocket launchpad. Have a great 18.2.2025

So true, ARM has recently revealed their intention to build chips (much bigger margins) and compete with some of its customers. Who is a better partner than Brainchip with its Akida IP to achieve their goals?

BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI Capabilities for Edge Devices

Explore how this integration revolutionizes the field of artificial intelligence, enabling efficient and powerful AI processing at the edge.

brainchip.com

 

[Boab]

So true, ARM has recently revealed their intention to build chips (much bigger margins) and compete with some of its customers. Who is a better partner than Brainchip with its Akida IP to achieve their goals?

BrainChip integrates Akida with Arm Cortex-M85 Processor, Unlocking AI Capabilities for Edge Devices

Explore how this integration revolutionizes the field of artificial intelligence, enabling efficient and powerful AI processing at the edge.

brainchip.com

I hope that you are right but under the ARM "Partner Ecosystem Catalog" they have 242 members to choose from.
1c positive movement like yesterday for the next couple of years and we can all retire fat and happy.

 

[Bravo]

Morming fellow brners, I was looking at the graphs of share price of various companies like intel, nividia, arm etc and ARM (who we are connected with), their share price are gangbusters after going public after Nividias failed deal thwarted by the courts. Now if the deal fell over due to Arms assistance to many companies and Brn being the 1st neuromorphic producer and deals in the IP model, Arm are in the IP model too and are well connected in partnership with BRN, one would think an offer if there were to be one, it would come from ARM.
I'm just throwing an arm and a leg out there with this idea in my head. Not long now for some share price action to appear in my view. I am starting the rocket launchpad. Have a great 18.2.2025

Hi MD,

I've been looking into Arm's involvement in relation to 1) SoftBank's Project Izanagi, 2) OpenAI's custom AI chips, 3) the Stargate Project, and 4) Arm Holdings' chip development. Looking broadly at these projects, they are interconnected through strategic collaborations and shared objectives in advancing AI and semiconductor technologies. And Arm, in particular, is likely pivotal role in all of these initiatives IMO.

Bearing in mind, BrainChip's AKIDA processor, has been designed to integrate with Arm's product families and it actually enhances Arm's product offerings and performance in edge AI applications, it would be quite bizarre if Arm were not to eventually utilize our technology to their competitive advantage IMO.

However, given BrainChip's Akida processor is primarily designed for ultra-low-power edge AI applications and Arm's upcoming chip due for launch in 2025 is intended for high-performance data centre servers, the integration of Akida into Arm's server CPU is probably pretty unlikely at this time. But in future, you'd have to think it would be extremely likely , especially if further Arm chip designs focus more on devices and applications at the edge.

BTW, initially I thought that Arm's decision to start designing its own chips might be aligned with SoftBank's broader ambitions under Project Izanagi, but I can't find any explicit confirmation that Arm’s decision is a formal part of the Project Izanagi plan. It seems as though the aim of Project Izanagi is to pivot Softbank towards more direct technological advancements and investment in areas like AI, robotics, and semiconductor chips which will involve building infrastructure, focusing on AI-specific hardware and optimizing semiconductor designs.

1. SoftBank's Project Izanagi: Initiated in February 2024, Project Izanagi is SoftBank's ambitious venture aiming to raise up to $100 billion to develop AI processors that rival industry leaders like NVIDIA. This project seeks to leverage Arm's design expertise to create advanced AI chips, with prototype processors expected by summer 2025 and mass production targeted for 2026. Arm's involvement is crucial, as SoftBank owns a significant stake in Arm, facilitating seamless collaboration in chip design and development.

2. OpenAI's Custom AI Chips: OpenAI is developing its own AI chips in partnership with Broadcom, utilizing TSMC's 3-nanometer manufacturing technology. The goal is to finalize the chip design in the near future and commence mass production by 2026. While Arm isn't directly mentioned in this collaboration, its architecture could influence the design, given Arm's prominence in AI and data centre applications. SoftBank is a significant investor in OpenAI, but it doesn't seem to be directly involved in the development of these custom AI chips.

3. Stargate Project: Announced in early 2025, the Stargate Project is a monumental $500 billion initiative focused on building AI infrastructure across the United States. Spearheaded by SoftBank, OpenAI, Oracle, and other partners, the project plans to invest $100 billion over four years to enhance AI capabilities. Masayoshi Son, SoftBank's founder, serves as chairman. Arm's technology is integral to this project, providing the necessary chip designs for the AI infrastructure being developed.

4. Arm Holdings' Chip Development: In a strategic shift from its traditional licensing model, Arm Holdings plans to launch its own chip in 2025, with an unveiling expected as early as this summer. The new chip is anticipated to be a central processing unit (CPU) designed for servers in large data centre, aligning with the timelines of the aforementioned projects. This move positions Arm not only as a designer but also as a direct competitor in the semiconductor industry, potentially supplying chips for both Project Izanagi and the Stargate Project.

 

[SharesForBrekky]

Just a heads up, Grok3 will be released by Elon Musk in just over 3 hours time (8pm PT time/3pm Sydney time):

'Smartest AI on Earth' to be unveiled on Monday

WASHINGTON: Elon Musk said his startup xAI will release its Grok 3 chatbot on Monday and billed it as the smartest AI on Earth in a fiercely competitive market.The company's flagship artificial...

www.thenews.com.pk