BRN Discussion Ongoing

[MADX]

Hey Fact Finder. I hope you see this belated post and that you and yours are ok.
Suffering as I have from "digital deluge" (as I suspect may be affecting you) I have only just learned of your "leaving". I echo all the sincere and heartfelt comments of other posters and would add that of all the forums that I frequent, this one is exceptional in every positive way, because of your influence. Yes there are other wonderful posters here, with tech expertise etc., but your presence can be felt permeating all of us.

 

[Tothemoon24]

I could be excited for nothing and hopefully haven’t got anyones hopes up…. To disappoint tomorrow!

I’ve cried wolf before so I’ll apologise now in advance… just in case!

Hi SG,

Appreciate all your contributions .

Question , if in fact our ip is being used in this product .
What makes you think that the company ( Brn) would need to announce this to market ?

Don’t get me wrong I would luv to see it as I think it’s been over 8 months since we have seen anything price sensitive arrive .

My thinking was that since we have a commercial arrangement that a Ann wouldn’t be forthcoming.

I be very happy to be wrong

 

[Proga]

Arm achieves record revenue and shipments in Q1 FY 2022​

August 08, 2022

“Arm continues to enable our ecosystem with compute performance and efficiency leadership through a transformed strategy. Together, we are meeting the insatiable demand for compute and defining the future of computing that will power the next great technology revolutions on Arm.”
- Rene Haas, CEO, Arm

Arm technology is defining the future of computing. Our energy-efficient processor designs and software platforms have enabled advanced computing in more than 230 billion chips and our technologies securely power products from the sensor to the smartphone and the supercomputer. Together with 1,000+ technology partners, we are enabling artificial intelligence to work everywhere, and in cybersecurity, we are delivering the foundation for trust in the digital world – from chip to cloud. The future is being built on Arm.

View attachment 13619

Arm Achieves Record Revenue and Shipments in Q1 FY 2022

In Q1 FY 2022 Arm reported record revenue and shipments, including a record Q1 total revenue of $719 million, up 6% year-over-year.

www.arm.com

If ARM's total revenue amounts to 9.7c per chip shipped, why would we be any different? I struggle to understand why it is so low.

 

[Stable Genius]

The analysis from Butch and Dio is very, very strong

Especially when it got down to discussing the ARM M33 which the Renesas CTO said we were going in. And the next post in that conversation had their phase 2 product on an M33.

Very exciting: I won’t be able to sleep tonight.

Congratulations everyone: to all those who waired patiently for all those years. Hopefully tomorrow will see some reward.

 

[uiux]

Especially when it got down to discussing the ARM M33 which the Renesas CTO said we were going in. And the next post in that conversation had their phase 2 product on an M33.

Very exciting: I won’t be able to sleep tonight.

Congratulations everyone: to all those who waired patiently for all those years. Hopefully tomorrow will see some reward.

Can we even celebrate yet? We don't know anything for certain........

 

[cosors]

This will not be the favourite topic of most people here
Yet it affects us all. I have put the article where it belongs. But since that is a dusty corner I'm linking it here.
Tags: data security, Tesla, China, USA and legal interpretation - an overview:

"Is Your New Car a Threat to National Security?​

Putting sensor-packed Chinese cars on Western roads could be a privacy issue. Just ask Tesla."​

 

[Stable Genius]

Hi SG,

Appreciate all your contributions .

Question , if in fact our ip is being used in this product .
What makes you think that the company ( Brn) would need to announce this to market ?

Don’t get me wrong I would luv to see it as I think it’s been over 8 months since we have seen anything price sensitive arrive .

My thinking was that since we have a commercial arrangement that a Ann wouldn’t be forthcoming.

I be very happy to be wrong

I agree. It’s not up to Brainchip to announce it. And maybe they can’t due to NDA as Renesas will want to push their own AI where they can even if it’s inferior, so they get bigger profit margins.

Brainchip may have their hands tied. Once Renesas bought the license for the 2 nodes to put into an Arm M33 product they have paid the $$$ to do what they like with it.

So maybe there won’t be an announcement. It would be nice to have some acknowledgement of a product available now after such a long wait for all involved!

Maybe it will just be in the financials. Either way I am just happy for the companies success and for the shareholders who have held firm!

Or… I could be completely wrong!

Fingers crossed everyone!

 

[Foxdog]

I could be excited for nothing and hopefully haven’t got anyones hopes up…. To disappoint tomorrow!

I’ve cried wolf before so I’ll apologise now in advance… just in case!

This will not be the favourite topic of most people here
Yet it affects us all. I have put the article where it belongs. But since that is a dusty corner I'm linking it here.
Tags: data security, Tesla, China, USA and legal interpretation - an overview:

"Is Your New Car a Threat to National Security?​

Putting sensor-packed Chinese cars on Western roads could be a privacy issue. Just ask Tesla."​

AKIDA = no cloud = secure.

 

[uiux]

I agree. It’s not up to Brainchip to announce it. And maybe they can’t due to NDA as Renesas will want to push their own AI where they can even if it’s inferior, so they get bigger profit margins.

Brainchip may have their hands tied. Once Renesas bought the license for the 2 nodes to put into an Arm M33 product they have paid the $$$ to do what they like with it.

So maybe there won’t be an announcement. It would be nice to have some acknowledgement of a product available now after such a long wait for all involved!

Maybe it will just be in the financials. Either way I am just happy for the companies success and for the shareholders who have held firm!

Or… I could be completely wrong!

Fingers crossed everyone!

It's interesting because the analysis is strong, so many indicators that appear to be enabled by Akida (low power / neural network description)

I look at it and think "would we even know if this WAS Akida?" - we are at this point

It looks solid, but I refuse to get my hopes up because I cannot be definitive.


2 nodes IP could EASILY achieve this.

 

[Stable Genius]

Can we even celebrate yet? We don't know anything for certain........

You are right Uiux. Nothing is certain. Which is why I apologised early in calling it in case I’m wrong!

It just fits the description of what Renesas said they were going to do with the 2 nodes. And I’m sure they didn’t buy the license for nothing so there is an expectation they will be releasing a product at some time.

I‘m working on the tested scientific method of “If it walks like a duck, and sounds like duck….. “.

 

[Tothemoon24]

I agree. It’s not up to Brainchip to announce it. And maybe they can’t due to NDA as Renesas will want to push their own AI where they can even if it’s inferior, so they get bigger profit margins.

Brainchip may have their hands tied. Once Renesas bought the license for the 2 nodes to put into an Arm M33 product they have paid the $$$ to do what they like with it.

So maybe there won’t be an announcement. It would be nice to have some acknowledgement of a product available now after such a long wait for all involved!

Maybe it will just be in the financials. Either way I am just happy for the companies success and for the shareholders who have held firm!

Or… I could be completely wrong!

Fingers crossed everyone!

Totally agree.

It’s been a great learning curve for me over the last 3.5 years & have no problems waiting .

The avalanche will arrive that’s a certainty .

 

[uiux]

You are right Uiux. Nothing is certain. Which is why I apologised early in calling it in case I’m wrong!

It just fits the description of what Renesas said they were going to do with the 2 nodes. And I’m sure they didn’t buy the license for nothing so there is an expectation they will be releasing a product at some time.

I‘m working on the tested scientific method of “If it walks like a duck, and sounds like duck….. “.

I think a more appropriate analogy could be

If it walks like a cat and sounds like a cat....
We still don't know if it's dead or alive in the box

 

[Diogenese]

I think a more appropriate analogy could be

If it walks like a cat and sounds like a cat....
We still don't know if it's dead or alive in the box

Let's have a peek, shall we?

 

[robsmark]

I could be excited for nothing and hopefully haven’t got anyones hopes up…. To disappoint tomorrow!

I’ve cried wolf before so I’ll apologise now in advance… just in case!

Great find SG, this certainly looks promising. I wouldn’t expect any announcements from Brainchip about this though, I dont think that’s how licensing agreements work. I’d expect to see this translated into revenue though in the December 4c.

 

[cosors]

AKIDA = no cloud = secure.

That is exactly my thought and approach. Specifically I'm interested in facial recognition or driver recognition as it will probably become mandatory. The laws are not yet in place as well as the laws regarding AI-based data processing, probably next year.
I'm quite sure that Nviso+Akida has or will get the attention of some lawyers in this particular area. Through MB we have at least more attention in Germany than in the US. There Tesla attracts all the attention. Be it about lawsuits over facial recognition in the vehicle or recognition outside. Apart from lawsuits against Autopilot (now also one in Germany). As far as I know none of the lawsuits have been settled yet.

Nviso should do some/more lobbying in Brussels so that the key politicians in the law-making process realise that there is also a non-cloud based solution to the problem.

 

[uiux]

Let's have a peek, shall we?

Maybe renesas have a radiation detector

 

[uiux]

Anyone else blown away by the fact that Jim Farley the Ford CEO is Chris Farleys cousin LOL

https://fordauthority.com/2020/10/new-ford-ceo-jim-farley-has-more-than-one-famous-relative/

 

[Stable Genius]

Here’s a post with the Renesas CTO discussion Brainchips use on an Arm M33.

Renesas

MC Not sure the second part of their tweet is a positive message unless of course you are Puto or live in North K but yes hopefully that is one of many revenue streams to eventuate.

thestockexchange.com.au

 

[uiux]

Here’s a post with the Renesas CTO discussion Brainchips use on an Arm M33.

Renesas

MC Not sure the second part of their tweet is a positive message unless of course you are Puto or live in North K but yes hopefully that is one of many revenue streams to eventuate.

thestockexchange.com.au

"spiking neural network with BrainChip core licensed for selected applications – we have licensed what we need to license from BrainChip including the software to get the ball rolling.”


Anil Mankar was quoted, specifying they licensed the "2 nodes IP" - I think from an ee article?


What other tidbits do we have?

 

[Potato]

Just have a read of that for a second...

Keywords: 'new markets', 'automotive', 'chips' and most importantly 'partners'.