BRN Discussion Ongoing

[jk6199]

I feel like someone has left a curtain open for a brief moment to allow 1000 eyes to have a sneak peak of what’s to come? If you can’t speak about something, maybe you can do a little strip tease instead

 

[Murphy]

Hmmmm.... are we headed for another speeding ticket???


If you don't have dreams, you can't have dreams come true!

 

[Fact Finder]

From this article published in Feb 2020, it would appear that this latest development has been part of a long term strategy for Arm to bring AI and Machine Learning to loT and the edge.


Extract 1
In addition, it has a small but growing market in data center and other network infrastructure equipment and is the long-time leader in intelligent devices of various types---from toys to cars and nearly everything in between; essentially the "things" part of IoT (Internet of Things).

As a result, it's not terribly surprising to see the company pushing ahead on new innovations to power more devices.


Extract 2
Most notably, the addition of AI intelligence to all these types of "things" offers the promise of finally getting the kind of smart devices that many hoped for in areas from smart home to factory automation and beyond. Imagine adding voice control to the smallest of devices or being able to get advanced warnings about potential part failures in slightly larger edge computing equipment through onboard predictive maintenance algorithms. The possibilities really are quite limitless.


Extract 3
Of course, there are quite a few steps between releasing new chip IP designs and seeing products that leverage these capabilities. Unfortunately, that means it will likely be sometime near the end of 2021 and into 2022 before we can really see the promised benefits of a nearly 500x improvement in machine learning performance. Plus, it remains to be seen how challenging it will be for low-power device designers to create the kinds of ML algorithms they'll need to make their devices truly smart. Hopefully, we'll see a large library of algorithms developed so that device designers with little to no previous AI programming experience can leverage them.

The announcements are part of an overall strategy at Arm to bring AI capabilities to its full range of IP designs.

Arm brings AI and machine learning to IoT and the edge

In addition, it has a small but growing market in data center and other network infrastructure equipment and is the long-time leader in intelligent devices of various...

www.techspot.com

"Of course, there are quite a few steps between releasing new chip IP designs and seeing products that leverage these capabilities.

1. Unfortunately, that means it will likely be sometime near the end of 2021 and into 2022 before we can really see the promised benefits of a nearly 500x improvement in machine learning performance.

2.Plus, it remains to be seen how challenging it will be for low-power device designers to create the kinds of ML algorithms they'll need to make their devices truly smart.

3. Hopefully, we'll see a large library of algorithms developed so that device designers with little to no previous AI programming experience can leverage them."

I have had to highlight the third Extract and break it up as it would seem by virtue of the ARM and Edge Impulse reveal all three requirements for AKIDA market domination have been achieved. For recent investors to note Edge Impulse is the senior engineering partner at ARM and there is a Brainchip podcast between Edge Impulse and Brainchip available on the Brainchip website.

The inclusion of these two companies is individually significant but together well this is one of those situations that the sum of the parts is definitely greater than the whole.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fact Finder]

SiFiveとBrainChip、IP互換性の実現に向け協業へ

SiFiveとBrainChipはパートナー提携により、両社製IPの組み込みAI（人工知能）向けSoC（System on Chip）設計における互換性を実証していくことを明らかにした。

eetimes.itmedia.co.jp

SiFive and BrainChip collaborate to achieve IP compatibility

Hot off the press, might explain some of the volume we have been seeing on the market?

Either that or something to do with a partnership with ARM....... whoever that is anyway......

The translation:

SiFive and BrainChip collaborate to achieve IP compatibilityWith increasing attention to RISC-V​

Published at 11:30 on May 09, 2022
[Sally Ward-Foxton，EE Times]

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SiFive and BrainChip have announced that they will collaborate to demonstrate compatibility in SoC (System on Chip) design for embedded AI (artificial intelligence) of their IPs. We have already demonstrated how BrainChip's Neuromorphic Processing Unit (NPU) IP (Intellectual Property) works in conjunction with SiFive's RISC-V host processor IP.
BrainChip's NPU processor IP can accelerate SNNs (spiking neural networks). It is also installed in the company's neuromorphic processor SoC (System on Chip) "Akida". The IP is a real-time application that can analyze inputs from various types of sensors, such as cameras, with ultra-low power consumption.
BrainChip's NPU processor IP is also installed in the company's "Akida" [Click to enlarge] Source: BrainChip
In a recent demo, BrainChip recognizes the driver's face and voice at the same time by mounting the Akida chip in the car and detecting the driver. The required power consumption is 600μW for keyword spotting, 22mW for face recognition, and 6-8mW for the visual wake word used to detect the driver.
RISC-V processor IP provider SiFive offers the "Intelligence" family of multi-core RISC-V processors with vector extensions optimized for AI workloads on edge devices.
In an interview with EE Times, Chris Jones, vice president of products at SiFive, said, "BrainChip can run its own AI algorithms, but if it's moving to a larger system, it's a host processor. It is possible to choose a host processor that only performs scheduling or a host processor that actually performs AI processing. This is the entry field for SiFive's products. "
"In SoC designs for edge AI, AI workloads are usually split between host processors, vector processors, and AI accelerators. Some edge workloads are from dedicated AI accelerators," said Jones. It is better to process with a general-purpose processor. "
"For BrainChip, it's very beneficial to work with industry leaders to ensure a seamless integration experience for our customers. If BrainChip provides the essential software that can run on the host processor, it's an end. It makes it easier for users to integrate their products and our products, "Jones said.
"The efforts we've made so far are just a few. We've just succeeded in demonstrating compatibility between BrainChip's IP and SiFive's RISC-V architecture," said Jones. explain. The two companies will continue to work toward the realization of software and hardware IP integration by building a continuous collaboration system.
"We plan to carry out ambitious plans in the future," he said. "With the increasing focus on vector processing in AI and image processing, SiFive has made great strides in bringing vector processing to market over the past year," he said.
SiFive is also looking to build an ecosystem of AI accelerator IP providers with products compatible with its host processor IP. "Collaboration with BrainChip is not exclusive. BrainChip is the first partner we have announced, but we are negotiating with many other players," Jones said.
"We are actively seeking partnerships with people with innovative technologies. For companies developing IP and chips, RISC-V as a platform should not be ignored," he said.

 

[Yak52]

"Of course, there are quite a few steps between releasing new chip IP designs and seeing products that leverage these capabilities.

1. Unfortunately, that means it will likely be sometime near the end of 2021 and into 2022 before we can really see the promised benefits of a nearly 500x improvement in machine learning performance.

2.Plus, it remains to be seen how challenging it will be for low-power device designers to create the kinds of ML algorithms they'll need to make their devices truly smart.

3. Hopefully, we'll see a large library of algorithms developed so that device designers with little to no previous AI programming experience can leverage them."

I have had to highlight the third Extract and break it up as it would seem by virtue of the ARM and Edge Impulse reveal all three requirements for AKIDA market domination have been achieved. For recent investors to note Edge Impulse is the senior engineering partner at ARM and there is a Brainchip podcast between Edge Impulse and Brainchip available on the Brainchip website.

The inclusion of these two companies is individually significant but together well this is one of those situations that the sum of the parts is definitely greater than the whole.

My opinion only DYOR
FF

AKIDA BALLISTA

FF..........This part of your post would seem to have "Extra" meaning and relevance from here on also............

"For recent investors to note Edge Impulse is the senior engineering partner at ARM"

Yak52.

.

 

[Fact Finder]

There are at least 360 companies from all around the world on this list and each one would have its own list of companies that it would describe as customers or development partners.

The former CEO Mr. Dinardo spoke about the benefits that accrued to Brainchip by targeting OEM’s and at the top of his list was the reach it gave Brainchip over going directly to the end producer that might take up AKIDA technology.

@Yak52 you are right to emphasis the significance of where Brainchip is on the road to commercialisation.

We know the former CEO Mr. Dinardo said that Brainchip had well north of 100 NDA’s.

We know that they settled on about two dozen to admit to their formal EAP program identified as offering the greatest commercial opportunities and that they were household named and or Fortune 500 companies. Renesas was one of these companies.

If each of the 360 odd customer companies of Renesas has only 10 customers that extends the reach of Renesas and hence Brainchip to 3,600 companies all of which will be relevant to what Renesas does and sells.

If ten of the EAP’s signed up by Brainchip have a similar reach around the world to Renesas that number becomes 36,000 customers all of whom will be working in the correct space to consider taking up AKIDA technology.

The other distinct and hugely valuable intangible flowing to Brainchip is that Renesas has already overcome the trust barrier with its 360 customers.

The existing trust between Renesas and its customers transfers automatically to AKIDA when Renesas tells one of its customers they have these amazing new MCU’s that can do all these great things.

That customer when it goes to its customers also has already crossed that trust barrier and once again this benefit flows to AKIDA.

In the background of what is happening is the trust which four highly significant events have added to the Brainchip AKIDA brand and which companies like Renesas are now able to leverage along with their existing trusted supplier relationship with their customers:

1. Professor Barry Marshall Nobel Laureate joining the Brainchip SAB.

2. NASA being a publicly announced EAP.

3. The US Airforce Research publicly engaging with ISL and Brainchip.

4. Mercedes Benz publicly describing Brainchip as artificial intelligence experts and extolling the virtues of AKIDA technology.

There are of course other positives but if you can put just these four facts on your colour glossy sales brochure before you hand it to your existing trusting customer base you are virtually on the home straight.

I have mentioned this huge spider web of connections that has been floating around in my head of late. The above is what I have been speaking about. Thanks entirely to the 1,000 Eyes many strands of this web have been revealed and connected.

I am confident they will reveal hundreds more over the coming year.

The former CEO Mr. Dinardo when speaking about Brainchips commercial uptake used the phrase ‘when not if’ and as I personally see it the genie has been released from the bottle and success is now inevitable. The only remaining question is how large will Brainchip become.

The addressable market is dynamic huge and growing. One percent market share makes Brainchips present market value low.

I would not dare guess at the share price which will be showing on my Commsec screen by Christmas 2025.

The recent statement of the current CEO Sean Hehir that they are looking to make AKIDA technology the de facto standard in this space is for me incomprehensible as to what that would actually mean if it came to be.

The fact that as @TECH pointed out on Friday the sell side fell briefly below 1 million shares in a market of 1.7 billion shares clearly tells long term investors something very important. SUPPLY IS DRYING UP.

What each individual retail shareholder does is their own decision to make but I have said this before have a plan. Make it now. Do not expect to be able to find a quiet place to think when the inevitable occurs.

Yesterday my wife was annoyed by someone on Facebook who was complaining that they went to the local pathologist rooms and they were closed and how appalling this was etc.

This person had not done any research.

The forms given out by the GP have the opening hours of the pathologist on the reverse side. The website gives the hours of the offices that are open in our area and as it turns out in the very GP practice they attend there is actually a pathologist on duty on Saturday mornings.

The point being if a little bit of research had been done and a plan made this persons life would have been a whole lot easier and they would not have wasted the best part of their day blaming everybody else for their own failures.

The potential of Brainchip and its consequences to each individual investors financial success deserves the allocation of the time necessary to make and agree a plan.

My opinion only DYOR
FF

AKIDA BALLISTA

I thought given that @Yak52 approved of this post it becomes even more salient now that we can add in to the above numbers the companies serviced by ARM and of course Edge Impulse.

I cannot quickly find a statement as to exactly how many customers ARM has but consider this Nvidia tried to buy ARM and who opposed this as being anti-competitive the largest semiconductor monopolists in the world including APPLE, Intel, Google and AMAZON. Why because they all need ARM and thought Nvidia would get a market advantage over them by controlling ARM and its intellectual property portfolio.

Talk about pots and kettles however leaving that argument for another time to be aligned with ARM to herald in the start of the 4th Industrial Revolution is to make the 36,000 customers referenced in the above post look like something in years to come you will find in Brainchip's petty cash tin.

An expansive statement perhaps some might think a gross exaggeration but go forth and do your own research as to the market reach of ARM, APPLE, Google, Intel and AMAZON and once you have be kind I am being conservative here not a downramper.

My opinion only DYOR
FF

AKIDA BALLISTA

 

[Fullmoonfever]

Nice more formal connection by BRN to ARM and website looking good though agree with others that it still looks like a WIP.

For the best confirmation imo, would like to see us added to ARM site....currently can't find us anywhere as yet.

 

[Slade]

At a guess, I think the new website is not meant to be live for at least another week. Oops!

 

[Slade]

I can’t remember us appearing here but always good to see BrainChip’s name.

Members

Alliance Members A who's who of the industry The Edge AI and Vision Alliance is a collaboration to accelerate the adoption of AI and practical computer

www.edge-ai-vision.com

 

[Learning]

On a more joyful note of the new Brainchip site.
Did anyone noted the theme colour is now ORANGE:-

Its joyfully creative thinking Brainchip.

Its great to be a shareholder.

 

[Makeme 2020]

High trading volume again with Brainchip (ASX:BRN)​

COMPANY NEWS
by Melissa Darmawan May 09, 2022 11:04 AM

• Email Alerts for:
• ASX:BRN
• ASX:SYA
• ASXLS

Brainchip Holdings (ASX:BRN) is rallying again with a 8 per cent pop at $1.14 after a please explain query from the ASX was issued on Friday.

Trading volumes are high at 13.4 million, leading the mid caps, followed by Sayona Mining (ASX:SYA) at 13 million with Pilbara Minerals (ASXLS) at 8 million. The artificial intelligence stock is bucking the trend with the overall ASX 200 which is down 0.7 per cent amid a fall in the US futures.

No major announcements have been posted recently.

Could we see another please explain from the ASX today?

Shares in Brainchip Holdings (ASX:BRN) is up over 46 per cent this year.

 

[davidfitz]

Go Brainchip!

Today's ASX top stocks: Brainchip Holdings (BRN ↑6.6%), Terracom (TER ↑3.4%) | finder.com.au

The 10 biggest movers on the ASX for Monday 9 May 2022.

www.finder.com.au

Top movers on the ASX Monday 9 May 2022​

Brainchip Holdings (BRN) was the dominant mover on the ASX today.

 

[HUSS]

Yes a brand new website has popped up over night. Totally different format but never fear all the prior announced customers are there only not where I would have initially expected for example:

"Why Invest

• Demand for AI-enabled Edge and Internet of things (IoT) devices is forecasted to grow at double-digit annual growth rates for the foreseeable future.
• Due to bandwidth, data security, latency, and power constraints on edge devices, product demand will shift from cloud-dependent AI devices to solutions where data is captured on the device.
• Massive power consumption and emissions resulting from AI data centers will shift AI processing from traditional cloud data centers to processing on the device. Akida’s cloud independence capabilities uniquely address these AI-related infrastructure and sustainability issues.
• The Akida architecture is scalable and flexible and addresses the requirements for the vast and growing number of IoT and edge devices in consumer and industrial applications.
• MetaTF software makes adoption easy, automating conversion from traditional networks into immediately usable and efficient “spiking” networks.
• Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards.
• The revenue model includes IP licensing, product sales & support, and high-margin royalty streams."

In addition ARM is now definitely listed as a partner. No doubt in my mind on this.

Si Five is listed as a partner which we knew.

In addition we have Enablers starting with Nviso and now also:

View attachment 5949

The ARM partnership and the Edge Impulse reveals are two amazingly important developments.

My opinion only DYOR
FF


AKIDA BALLISTA in 2022 and the list of names has now increased by two to 24:

Mercedes Benz
Valeo
NASA
DARPA
Vorago
Renesas
MegaChips
Sanyo
Nintendo
Ford
Socionext
Biotome
Nanose
ISL
Intellisense
Tata
Nvidia
DELL Technologies
SiFive
Nviso
Honda
Panasonic
ARM
Edge Impulse.

Very exciting!!! Huge!!! I would say also this is website re development etc. is part of Jerome Nadel Marketing campaign promised second half this year which staterd showing i guss much earlier than that!!

Cheers

 

[Yak52]

I thought given that @Yak52 approved of this post it becomes even more salient now that we can add in to the above numbers the companies serviced by ARM and of course Edge Impulse.

I cannot quickly find a statement as to exactly how many customers ARM has but consider this Nvidia tried to buy ARM and who opposed this as being anti-competitive the largest semiconductor monopolists in the world including APPLE, Intel, Google and AMAZON. Why because they all need ARM and thought Nvidia would get a market advantage over them by controlling ARM and its intellectual property portfolio.

Talk about pots and kettles however leaving that argument for another time to be aligned with ARM to herald in the start of the 4th Industrial Revolution is to make the 36,000 customers referenced in the above post look like something in years to come you will find in Brainchip's petty cash tin.

An expansive statement perhaps some might think a gross exaggeration but go forth and do your own research as to the market reach of ARM, APPLE, Google, Intel and AMAZON and once you have be kind I am being conservative here not a downramper.

My opinion only DYOR
FF

AKIDA BALLISTA

DAMN......... FF !!! I had goose bumps last night thinking about our posts re-RENESAS and those customers that they just had, then I was shaken to the core realizing that we had to ADD all the other EAPs to that formula as well such as MEGACHIPs, MERCEDES BENZ, NASA etc etc.

NOW you add the ABOVE companies to the formula and the POTENTIAL extended reach of Brainchip AKIDA from ARM to APPLE then APPLES trusted partners & customers etc and this becomes almost frightening !!!

My one and ONLY pray is that we do NOT get kicked OFF THE BOAT!!. It must surely be impossible to do a T/O of this company due to future profits being undeterminable ?? (ie: constantly expanding)

Yak52

 

[GDJR69]

Hmmmm.... are we headed for another speeding ticket???


If you don't have dreams, you can't have dreams come true!

If we get another speeding ticket I think we should just tell the ASX we are driving a Mercedes Benz Vision EQXX, powered by Akida, we are driving it, we are driving it fast, and say no more

 

[Gies]

On a more joyful note of the new Brainchip site.
Did anyone noted the theme colour is now ORANGE:-
View attachment 5977

Its joyfully creative thinking Brainchip.

Its great to be a shareholder.

And as important, it reverts back to the roots of Peter.

 

[Slade]

On a more joyful note of the new Brainchip site.
Did anyone noted the theme colour is now ORANGE:-
View attachment 5977

Its joyfully creative thinking Brainchip.

Its great to be a shareholder.

As a young intern at the web design company goes through the site trying out new colour schemes they are oblivious to the 2000 eyes on their every move, and a share price ready to explode.

 

[Gies]

It might be that AKIDA will be in the next processor of APPLE the ultra ULTRA.

 

[Diogenese]

I thought given that @Yak52 approved of this post it becomes even more salient now that we can add in to the above numbers the companies serviced by ARM and of course Edge Impulse.

I cannot quickly find a statement as to exactly how many customers ARM has but consider this Nvidia tried to buy ARM and who opposed this as being anti-competitive the largest semiconductor monopolists in the world including APPLE, Intel, Google and AMAZON. Why because they all need ARM and thought Nvidia would get a market advantage over them by controlling ARM and its intellectual property portfolio.

Talk about pots and kettles however leaving that argument for another time to be aligned with ARM to herald in the start of the 4th Industrial Revolution is to make the 36,000 customers referenced in the above post look like something in years to come you will find in Brainchip's petty cash tin.

An expansive statement perhaps some might think a gross exaggeration but go forth and do your own research as to the market reach of ARM, APPLE, Google, Intel and AMAZON and once you have be kind I am being conservative here not a downramper.

My opinion only DYOR
FF

AKIDA BALLISTA

Despite the apparent competition between Loihi and Akida, such as it is, we still have a significant link into Intel via our link to SiFive, because SiFive are part of Intel's RISC-V cabal.

As I mentioned before, RISC-V has been equated to a 2-year old ARM design, but it is not impossible that combining Akida with SiFive's RISC-V can produce a processor which surpasses the latest ARM processor (even if it does not surpass the future ARM-Akida combo).

So, when Intel sees how much Akida as an accelerator can improve other CPUs ...

So, I'd like to think of Intel not so much as a competitor, but a future partner.

 

[Fact Finder]

DAMN......... FF !!! I had goose bumps last night thinking about our posts re-RENESAS and those customers that they just had, then I was shaken to the core realizing that we had to ADD all the other EAPs to that formula as well such as MEGACHIPs, MERCEDES BENZ, NASA etc etc.

NOW you add the ABOVE companies to the formula and the POTENTIAL extended reach of Brainchip AKIDA from ARM to APPLE then APPLES trusted partners & customers etc and this becomes almost frightening !!!

My one and ONLY pray is that we do NOT get kicked OFF THE BOAT!!. It must surely be impossible to do a T/O of this company due to future profits being undeterminable ?? (ie: constantly expanding)

Yak52

Consider this as well @Yak52 the solution to a possible takeover of ARM by Nvidia was for the big players to turn to SiFive and RISC-V.

How clever has Brainchip been in partnering with both ARM & SFive.

It is the classic arms dealer approach. Sell to both sides of the conflict and you can never loose.

Brainchip is ensuring it will become the default standard.

My opinion only DYOR
FF

AKIDA BALLISTA