BRN Discussion Ongoing

[Mea culpa]

Fact Finder has been very quiet . Must have his thinking cap on . I look forward to his analysis. A lot has been said today . Nothing negative with substance . Plenty positive with eye watering potential.

Frank, I believe FF was attending the AGM. He's possibly engaged in conversation with Directors and Senior Management who surely would have sought him out. His analysis will be worth waiting for.

 

[Dr E Brown]

This slide is taken from Megachips latest corporate briefing to the market on May 13 of this year. They have four main strands to their bow. AI is a major growth strand for them.
Looking at this slide demonstrates to me how much faith this behemoth of a company have placed in Brainchip. This is not for BRN management to tell us, but the info is out there. If we are their only strategic partnership then wow, just WOW!
My thoughts only, please dig deeper with your own research.

 

[Shadow59]

It seems almost like whilst the cats away the mice can play here.
Everyone was so engrossed in watching the AGM rats arrived from HC and had a little play.

 

[Dozzaman1977]

My only disappointment was that after numerous attempts I was unable to log in or vote. :-(

On another note, this may have already been posted, but nice to see this front and centre on the Megachip site:

Technology: Proprietary Technology | Products | MegaChips Corporation

The website of MegaChips Corporation

megachips.com

It was pretty simple and explained in the annual report
Contact the share registry for brainchip which is Boardroom
Ask for your personal voting access code.

 

[Dr E Brown]

This slide is from the presentation 3 months earlier, where AI was not mentioned specifically as the companies new pillar. It shows how quickly things are moving in this space. And this is just one company, one IP licence, one relationship

 

[Slade]

It seems almost like whilst the cats away the mice can play here.
Everyone was so engrossed in watching the AGM rats arrived from HC and had a little play.

Yep

 

[Dozzaman1977]

Great AGM (I viewed online)
The future looks bright!!!!!!!!!!!!!

 

[GDJR69]

Whats beyond the edge… CLIFF lol.

It sounds very Buzz Lightyear - 'To infinity the edge and beyond!".

But seriously, we were never going to get a commercial announcement during the AGM as some thought (continuous disclosure requirements mean you can't save these things up like lollies).

I was impressed with the Chairman and the CEO's addresses and feel we've come a long way in short time and that the company is in good hands. IMO it's still all going according to plan but look at how long it took Apple, Amazon and Tesla to build their empires. Yes, I think ours will be quicker but we need a bit more time and wind for that kite to fly as high as we all know it can (and will) fly. Patience my friends is the magic ingredient.

Just keep looking at those graphs about where the industry is going - and we don't have any competition - and a growing list of clients and partners. It's all good guys - the Force is with us - just hold and be patient. Don't be seduced by the Dark Side - selling is the way of the Dark Side.

 

[ndefries]

My only disappointment was that after numerous attempts I was unable to log in or vote. :-(

On another note, this may have already been posted, but nice to see this front and centre on the Megachip site:

Technology: Proprietary Technology | Products | MegaChips Corporation

The website of MegaChips Corporation

megachips.com

Yep looking forward to their integration of Akida into Nintendo. If Nintendo go after the connected home with their next devices having it always on with low power waiting for key word spotting and gesture recognition is going to be key for both in-gaming and beyond.

Nintendo may also invest in a metaverse like environment aimed at the younger age groups of teens where gaming and the metaverse of social interaction with friends is ubiquitous. i.e. you are inside the game.

All this will thrive with the help of Akida.

 

[White Horse]

Yes, I believe Sean was. Also Sean made it clear it will not be called 'Akida 2000' or version 2 or anything like that which I found interesting.

Overall this was a different class of AGM than last year. Sean and Antonia spoke with authority and very confidentially. I am very excited.
Also I am proud on a personal level that my vote (which I think is quite substantial) helped PVDM keep the dogs at bay.

Hi GD, I was the one who posed the question about Akida 2000.
I did this to clarify what he said earlier, and what some had eluded to on this forum previously.
So, no more chips as such, IP only going forward.

 

[hotty4040]

Whats beyond the edge… CLIFF lol.

You can keep my friend Cliff out of the answer to this question thank you, he's a holder too, doesn't need to be avalanched any time soon.


hotty...

 

[Fullmoonfever]

I really want to know what Sean meant by "opportunities beyond the edge". Do you think he was talking about it being a real thing such as:

• in space
• in the cloud
• in the Metaverse

Or was he being metaphorical. For example, there is nothing at the edge of the the universe, where space spreads out infinitely in all directions. In other words it is limitless.


MY HEAD HURTS!

Think there are many possibilities in that beyond edge comment. Just trying to catch up on posts.

Could be HPC, server, data centre etc.

Remember that eX3 apparently testing Akida with Huawei TaiShan servers "supposedly swapping" out Huawei own Da Vinci Ai within the KunPeng chips to use Akida.

Recent summary article that provides some interesting thinking and opportunities.

Growing prospects for edge datacentres | Computer Weekly

Although the value that edge datacentres provide is not in question, for many companies, the journey to adoption is far from fixed.

www.computerweekly.com

Growing prospects for edge datacentres​

Although the value that edge datacentres provide is not in question, for many companies, the journey to adoption is far from fixed​

Bola Rotibi
Published: 25 Apr 2022

The tech industry loves to promote the next big trend, offering a window into opportunities and concerns that are on the horizon. One of the latest technology advances under the spotlight is the edge datacentre.
Edge is the trending prefix to computing and storage capacity for processing data closer to the source rather than in a centralised datacentre. This is especially beneficial for application workloads where latency is critical, as in the case of fast-acting decision-control facilities used in manufacturing.
Beyond reducing latency, edge computing can use advanced analytical processing served by artificial intelligence (AI) constructs such as machine learning. This allows for more sophisticated control and predictive insight closer to the point of application, where it offers the greatest value. Consequently, edge datacentres serve as small outposts located at the edge of the network, with lower power usage, providing edge computing processing capability.

Edge drivers are plenty​

Operational drivers place a growing focus on more-distributed processing, storage and network management. This is because of the breadth of IT and communications advances that enable the rapid digitisation of industries and extend the reach and capacity for digital operations.

For example, several new capabilities benefit smart manufacturing, healthcare and retail systems. They draw from connected products and systems defined by the concept of the internet of things (IoT) which reside at, and extend, the edge of the operational network.

5G networks offer significantly lower latency, faster speeds and greater capacity for high-bandwidth systems at the network edge. Advances in network function virtualisation and software-defined networking support greater levels of software-driven operations, flexibility and connectivity. Such technologies play an important role in digitising the management of critical infrastructure that serves industrial edge operations.

Collectively, these network-enhancing technologies form the bedrock for many new computing workloads and the generation of vast amounts of data. Building in support for cloud-based operations opens the way for edge workloads that require great levels of reliability, efficiency, autonomy and data processing. And with machine learning analytics, companies can better achieve the fine level of control needed in time-sensitive edge operations.

Commercially viable uses still being explored​

There are some clear uses that highlight potential commercial opportunities. Sophisticated machine learning processing at the edge can support computer-based operations, including using computer vision to validate the quality of manufactured goods or inspect the condition of physical fixtures. Other examples are in smart city support services, which see a range of connected things communicating at close quarters using ultra-low latency.

Such implementations can lead to support for safety-critical functions that enhance road safety and enable real-time traffic management and alerts for collision warnings. Autonomous vehicles have real-time needs that are best served by edge operations, and video analytics systems demand high-bandwidth edge processing support for cameras deployed in different locations.

The world of industrial operations, which employs dedicated on-premise proprietary systems and private networks, presents a wealth of further opportunities, some of which are starting to be realised.

The fourth industrial revolution centres on the cost benefits, flexibility and deep-level data processing offered by cloud-based operations, advanced analytics and network advances such as 5G. New processing capabilities from leading equipment and chip manufacturers such as Intel can aid time-sensitive network operations, allowing for more cost-efficient edge processing of time-sensitive workloads.

These opportunities can be achieved by replacing current latency-focused proprietary edge control systems and enabling them to be supported by general-purpose processors and IT-grade high-level systems such as Linux or Windows.

Transformation of on-premise proprietary process control systems that provide operational control in continuous industrial processing systems could prove cost-effective. Further benefit could see greater application of finely tuned, time-sensitive incremental control for advanced optimisation deployed to a broader range of edge operations.

The edge is another dimension – navigating it won’t be easy​

Those involved in maintaining edge processing operations benefit from specialist knowledge and experience. They understand the complexities and implementation concerns of the technologies needed to support edge operations and allow its value to be achieved.

Edge operations require user organisations and suppliers to think beyond infrastructure and architectural needs

But what is often missing is clear articulation and mapping of the different solutions, supporting network communication strategies and partner relationships. This can make it very hard for non-specialist roles to understand the operational needs, teams and technology that need to be in place.

Edge operations require user organisations and suppliers to think beyond infrastructure and architectural needs. New automation and orchestration challenges will arise, often across transactional boundaries and occurring between different companies and industries, rather than just different parts of the network. They must also think about ownership of the software and infrastructure stack and the likely path of service engagement – be that through a telecoms operator, hyperscale public cloud provider or others.

Providers of edge operational services also need to decide how they support multiple customers according to their individual needs. This will be especially necessary for applying operational-specific AI algorithms, and may result in multi-layered partner offerings.

All this will require organisations to think more carefully about how they extend their datacentre operations to enable greater levels of edge processing, work with cloud providers or hook into another provider’s edge datacentre network.

If you’re not Netflix, is edge processing for you?​

The biggest drivers for edge datacentres are coming from industry sectors where edge operations are already well established. Gaming, video-streaming services, branch offices and more already have a good command of edge operations and the demands and dynamics of managing edge datacentres. They run complex and highly distributed content delivery networks with stringent latency constraints to meet the expectations of a global audience.

Netflix, a well-known customer of Amazon Web Services (AWS), and its streaming peers use cloud computing and delivery services. However, many others use dedicated proprietary systems and hardware appliances.

Therefore, deciding whether any edge-based business operation needs to meet such strict latency service-level agreements (SLAs) will provide insight into the complexity underpinning edge datacentres.

Prepare for edge datacentres​

The latest foray into edge computing operations and datacentres is still relatively nascent. However, the underlying mechanics, particularly network communication strategies and architectural models from telecoms service providers and hyperscale cloud platforms, are starting to take form.

Telecoms operators are sharpening their portfolios of mobile edge services. Some of these are being served through collaborations with leading public cloud providers, which add cloud-based functionalities to the latest connectivity advances brought by 5G networks.

CCS Insight has reported on the growing band of telecoms operators deploying mobile edge services with AWS Wavelength, which embeds AWS computing and storage at the edge of an operator’s 4G and 5G networks. CCS research highlights four network operators – KDDI, SK Telekom, Verizon and Vodafone – with mobile edge services based on that system.

The biggest challenges will be navigating the maze of suppliers and service partners that support edge computing and edge datacentre operations, as well as understanding ownership responsibilities in service delivery engagement and management.

Many organisations are unlikely to manage their own edge datacentres and will look to tap into a network of providers. Their choice of services will range from failover support to performance SLAs with various dashboards providing management, deployment and visibility. Industry regulators will need to consider multiple paradigms of operations and communications, along with ownership responsibilities.

The edge datacentre market is fizzing with potential, as the number of edge computing solutions grows, offering a range of capabilities and delivery services. But it remains early days, and the market will continue to be shaped by topics such as the sustainability of power consumption and distribution as this becomes increasingly important.

---

Bola Rotibi is a research director at CCS Insight. She has over 25 years’ expertise spanning engineering, software development and IT analysis. She is the founder of Creative Intellect Consulting, and has worked at MWD Advisors and Ovum.

 

[Quiltman]

I attended the AGM in person.
What cannot be conveyed easily other than by being there in person is the consummate professionalism and confidence displayed by our Chairman.
TBH, I had no idea what an asset to BRN he is.
My confidence lifted to another, much higher level, as a direct result.
This man knows how to deliver a company valued in the 10’s of billions.
…

 

[Fox151]

Regarding Resolution 2 above, this could be BRN's Teal moment.
Peter has done his job, time to move on and leave it to others to continue his good work.
There has to be something happening in the background and I wouldn't be surprised if he resigns as a Director.

@zeebot can we have an eggplant emoji to better respond to people like this??

 

[Tezza]

BRN Sp up overnight in the overseas markets, AGM positive from all reports and our Sp down. My head hurts.

 

[Deleted member 118]

Shit 5 pages to catch up on.

 

[Euks]

DELL - It’s cool how our CEO is quoting where the founder of DELL thinks AI technology is heading…… I’m reading between the lines here but that being, straight to Akida and away from the cloud..

I think it’s only a matter of time before a juicy agreement with DELL is announced

 

[Terroni2105]

To address your “why did they have to make some much change, realignment …” that’s quite simple and natural when the visionaries that found a company, that has grown too large for them to manage, rightfully hand-over to growers to take the company to it’s next natural level.

IMHO, the handover was necessary and now Peter and Anil can concentrate on what they do best—being visionaries. And that WAS a point that was addresses well in the meeting. Once again, as an unrehearsed answer to a question.

I have no qualms regarding the CEO or Chair and believe they are the right people for the current phase of the company. I just would have much preferred less reading and more speaking to facts they have intimate knowledge of. Or maybe a little more rehearsing of the reading may have been sufficient.

Reading a prepared statement, regardless of how brilliant its content, comes across dry. I was not expecting dry.

I wasn’t expecting a Balmer-isque performance either, but some enthusiasm and personalisation would have gone a long way. The AGM where Balmer introduced the iPod, by pulling a working model out of his pocket—now that was a thing of beauty!

I wasn’t expecting a major announcement either. But they could very easily have expanded upon announcements that have already been made, which in their words, only address the bare minimum as required by regulation. I feel us loyal supporters deserve more than the bare minimum.

I’d love an AGM that went out of its way to stir the enthusiasm of the loyal supporters who invest, attend, and vote. Just throw us one bone!!

in regards to reading, I believe they have to read from their statements that are released to the ASX for the AGM.
They spoke very fluidly and with enthusiasm and professionialism when speaking off the cuff answering questions etc.

 

[Terroni2105]

Regarding Resolution 2 above, this could be BRN's Teal moment.
Peter has done his job, time to move on and leave it to others to continue his good work.
There has to be something happening in the background and I wouldn't be surprised if he resigns as a Director.

LOL, where did you crawl out from

 

[Frank Zappa]

Frank, I believe FF was attending the AGM. He's possibly engaged in conversation with Directors and Senior Management who surely would have sought him out. His analysis will be worth waiting for.

Yes . Of course . More than an oversight by me there . Thankyou for bringing that to my notice and also to the others on this amazing forum