BRN Discussion Ongoing

[Kingkong2015]

I do not want to get to excited but it looks pretty good. Even a Pico plus size would be good. Drastically reduce energy use and chip area. Hopefully a Pico or Pico plus?
If its small enough to fit into a mobile phone that would be a game changer for sure - the gap for hackers via mobiles would be closed - that is a game changer on its own. Guessing though
Its wait and see.
Although at tomorows tech meeting i do expect we will get some good tech news. Otherwise why schedule it right before the AGM?
To maybe get a little WOW factor before attending the AGM? Nothing like a game changer to soften the mood - speculation of course.

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

And this will immediately position us as one of the biggest competitors of Nvidia.

 

[manny100]

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

Thanks Tony's presentation description looked the goods and i just hope its accurate.

 

[7für7]

Gee Sean was unlucky


View attachment 83761

Nr. 16 I guess … unlucky

 

[FJ-215]

You didn’t fully understand the implication. If Pico can run LLaMA 1B, it can easily scale up to run DeepSeek, Qwen, and the full LLaMA model — something only the NVIDIA 5090 can currently handle(priced between $5,599 and $7,199 AUD), and even that is out of stock. BrainChip could manufacture and sell it directly to the consumer market, bypassing those outdated 10-year IP deal constraints. The demand for running local AI models is tremendous, especially since ChatGPT tokens are becoming increasingly expensive.

And this will immediately position us as one of the biggest competitors of Nvidia.

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

 

[Frangipani]

Steve talks about Edge Impulse. I wonder when this was recorded.

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Hi @JB49,

it must be the CES 2025 media interview with Bill Wong, which was recorded two months before Edge Impulse was acquired by Qualcomm.

This is a screenshot I took on 9 January (the one that got subsequently deleted):

(I’m pretty sure this accompanying picture of a podcast recording shows Steve Brightfield interviewing Bill Eichen from De Girum, though, not Bill Wong.)

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Have a look at this picture and note the armchair, sofa and sofa cushions in the background:

As you can see below, the above photo must have been taken in the Venetian Tower suite BrainChip had booked for CES 2025:

At the time, everything between BrainChip and Edge Impulse seemed perfectly harmonious:

CES 2025

Check back frequently for updates, as we’ll be adding new information throughout CES 2024 and beyond.

brainchip.com

Two months later, on 10 March, we found out that Edge Impulse had been acquired by Qualcomm:

Our Next Chapter: Edge Impulse is Joining Forces with Qualcomm Technologies!

Today, Edge Impulse is excited to announce its next step forward — we’ve signed an agreement to join the Qualcomm Technologies team.

www.edgeimpulse.com

Fast forward to 5 April, when you spotted the suspension of BrainChip models on Edge Impulse, which continues to be the status quo even today, a whole month later (https://docs.edgeimpulse.com/docs/edge-ai-hardware/cpu-+-ai-accelerators/akd1000), although according to https://brainchip.com/partners/ Edge Impulse remains a BrainChip enablement partner…

 

[Bravo]

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

Hi FJ,

Maybe this is what Alf was alluding to in that Linkedin video when said something like “Our next step may or may not be to turn this into a chip?“. Or something elusive like that.

 

[Kingkong2015]

Hi KK,
The problem with Pico (and Akida 2) is that they only exist on the drawing board. BRN have stated that there is no plan to tape out gen 2, although they did come up with a compromise and we now have a FPGA version that potential customers can use via the cloud.

That was the story with AKD1000, the IP was released in May 2019 but no one would look at it until we stumped up the cash to make the actual, physical chip.

History repeating???

That’s different. These chips are designed for edge devices and will be manufactured into SoCs, which is why an FPGA demo is sufficient at this stage. The key value lies in the AI model it runs and its ultra-low power consumption. The AI models provided in the Akida Zoo—or customers’ own proprietary models—are what enable different functionalities

Do you think a regular computer can’t handle vision tasks on a CPU or GPU? Of course it can—too easily. But desktop CPU/GPU can't run on edge devices


But if BrainChip can manufacture, or at least demonstrate, the capability to run the full LLaMA 400B model on its design—even Elon Musk would place an order. It currently takes 5 A100 GPUs (costing around $30,000 each) to run the 400B model.



Hopefully, BrainChip’s CTO can quickly design some demos to validate this concept—perhaps by stacking multiple Akida 1000 chips together to prove its feasibility.

 

[DK6161]

Glad only a small fraction of my retirement is in brainchip especially having hardly any super and all the spare cash I’ve put into BRN and now hold a nice little parcel and if it a success it will make me a very happy man in retirement. But if this fails then my other investment was buying a property in 2019 that we now rent out now will get me out of the shit just incase.

Pom, you could've had 2 investment properties lad.
Oh well I am kind of on the same boat. Could've put a deposit down for an investment property but managed to persuade the wife to go into speculative shares. If all goes to sh1te, then at least there is aged pension.

 

[DK6161]

I do not want to get to excited but it looks pretty good. Even a Pico plus size would be good. Drastically reduce energy use and chip area. Hopefully a Pico or Pico plus?
If its small enough to fit into a mobile phone that would be a game changer for sure - the gap for hackers via mobiles would be closed - that is a game changer on its own. Guessing though
Its wait and see.
Although at tomorows tech meeting i do expect we will get some good tech news. Otherwise why schedule it right before the AGM?
To maybe get a little WOW factor before attending the AGM? Nothing like a game changer to soften the mood - speculation of course.

They scheduled it before the AGM to soften the blow to the CEO and board.
They should probably let people eat and drink so they are all in a good mood before the voting

 

[Kingkong2015]

BrainChip is not an AI model company—companies like OpenAI (ChatGPT) and DeepSeek fall into that category.

Nor is BrainChip a chip manufacturer like Intel.

What it provides is its IP—a specialized “cooking recipe”—that enables AI models to run on edge devices with low power consumption and fast, efficient processing. While ARM provides the IP-based architecture that enables software to run on smartphones, Qualcomm is the manufacturer of the chips based on that architecture.


However, if BrainChip manages to run large language transformer models (LLMs), its use cases would no longer be limited to edge devices. It could extend to data centers, home computers, and beyond.

 

[FJ-215]

Hi FJ,

Maybe this is what Alf was alluding to in that Linkedin video when said something like “Our next step may or may not be to turn this into a chip?“. Or something elusive like that.

I would like to see us do it sooner rather than later. Could be done on the cheap (ish) if they do it as a multi project wafer like Gen 1

 

[Flenton]

That’s different. These chips are designed for edge devices and will be manufactured into SoCs, which is why an FPGA demo is sufficient at this stage. The key value lies in the AI model it runs and its ultra-low power consumption. The AI models provided in the Akida Zoo—or customers’ own proprietary models—are what enable different functionalities

Do you think a regular computer can’t handle vision tasks on a CPU or GPU? Of course it can—too easily. But desktop CPU/GPU can't run on edge devices


But if BrainChip can manufacture, or at least demonstrate, the capability to run the full LLaMA 400B model on its design—even Elon Musk would place an order. It currently takes 5 A100 GPUs (costing around $30,000 each) to run the 400B model.



Hopefully, BrainChip’s CTO can quickly design some demos to validate this concept—perhaps by stacking multiple Akida 1000 chips together to prove its feasibility.

So your telling me this is kind of a big step in the way of next generation computing?

And I just realised it's been over 2 years since Akida 2 came out, is numbe 3 almost ready?

 

[Kingkong2015]

So your telling me this is kind of a big step in the way of next generation computing?

And I just realised it's been over 2 years since Akida 2 came out, is numbe 3 almost ready?

I can’t predict the future, but it’s certainly a much better alternative for running AI models compared to NVIDIA’s power-hungry, expensive, and bulky GPUs.

In addition, if brainchip is able to develop a successful proof of concept, there’s no doubt that massive investors will be eager to back it and accelerate its path to production.

I’m not a pumper and I’m not here to hype things up—I’ve done my research. I originally thought support for transformer-based LLMs was at least a decade away, but it looks like we’re getting it NOW. And that really excites me.