BRN Discussion Ongoing
- Thread starter TechGirl
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suss
Regular
This has been the statement from BRN for how many years/announcements/press releases? I remain long on BRN but this announcement is the biggest test of patience after 7 years of holding. The amount of sales staff hired is not trivial and possibly very premature, plus the bonuses/options etc. that have been a large topic of discussion here recently. It's nearly impossible to vote for bonuses, 2.0 is exciting but still only words on a PDF from a shareholder's perspective.
toasty
Regular
Not sure I agree with that. Renesas is (allegedly) producing a product with our IP and Megachips have obviously sold the concept on - to who know who. No
Its the lack of meaningful dialogue from management that I find unacceptable. They should remember that this company was created and continues to be funded to a great degree by shareholders contributions.
Schwale
Regular
They can release as many versions as they like withouth revenue this boat will not float! How much longer can they survive on investor capital?
Damo4
Regular
Perfect summary, hopefully everyone can remain calm and help support each other, we all have the same goal.
Do what's best for yourself, and keep your head up if that's to hold.
Hi Frangipani,Has anyone else stumbled upon this 3 year EU-funded research project called Nimble AI, kick-started in November 2022, that “aims to unlock the potential of neuromorphic vision?“ Couldn’t find anything here on TSE with the help of the search function except a reference to US-based company Nimble Robotics, but they seem totally unrelated.
The 19 project partners include imec in Leuven (Belgium) as well as Paris-based GrAI Matter Labs, highly likely Brainchip’s most serious competitor, according to other posters.
An article about Nimble AI’s ambitious project was published today:
What do you make of of the consortium’s claim that their 3D neuromorphic vision chip will have more than an edge over Akida once it will be ready to hit the market?
NimbleAI
Today only very light AI processing tasks are executed in ubiquitous IoT endpoint devices, where sensor data are generated and access to energy is usually constrained. However, this approach is not scalable and results in high penalties in terms of security, privacy, cost, energy consumption, and...www.hipeac.net
NimbleAI: Ultra-Energy Efficient and Secure Neuromorphic Sensing and Processing at the Endpoint
“Today only very light AI processing tasks are executed in ubiquitous IoT endpoint devices, where sensor data are generated and access to energy is usually constrained. However, this approach is not scalable and results in high penalties in terms of security, privacy, cost, energy consumption, and latency as data need to travel from endpoint devices to remote processing systems such as data centres. Inefficiencies are especially evident in energy consumption.
To keep up pace with the exponentially growing amount of data (e.g. video) and allow more advanced, accurate, safe and timely interactions with the surrounding environment, next-generation endpoint devices will need to run AI algorithms (e.g. computer vision) and other compute intense tasks with very low latency (i.e. units of ms or less) and energy envelops (i.e. tens of mW or less).
NimbleAI will harness the latest advances in microelectronics and integrated circuit technology to create an integral neuromorphic sensing-processing solution to efficiently run accurate and diverse computer vision algorithms in resource- and area-constrained chips destined to endpoint devices. Biology will be a major source of inspiration in NimbleAI, especially with a focus to reproduce adaptivity and experience-induced plasticity that allow biological structures to continuously become more efficient in processing dynamic visual stimuli.
NimbleAI is expected to allow significant improvements compared to state-of-the-art (e.g. commercially available neuromorphic chips), and at least 100x improvement in energy efficiency and 50x shorter latency compared to state-of-the-practice (e.g. CPU/GPU/NPU/TPUs processing frame-based video). NimbleAI will also take a holistic approach for ensuring safety and security at different architecture levels, including silicon level.”
What I find a little odd, though, is that this claim re expected superiority over “state-of-the-art (e.g. commercially available neuromorphic chips)“ doesn’t get any mention on the official Nimble AI website (https://www.nimbleai.eu/), in contrast to the expectation of “at least 100x improvement in energy efficiency and 50x shorter latency compared to state-of-the-practice (e.g. CPU/GPU/NPU/TPUs Processing Frame-based Video).”
Rolling NPUs in with CPUs and GPUs suggests to me they are talking about software implementations, probably involving MAC (multiply accumulate) operations, which would make the efficincy and latency figures possible.
Analog may provide some improvement over digital, but would encounter the accuracy problems inherent in the manufacturing process which would become more pronounced in multi-bit weights and actuations.
GraiMatter is digital:
https://www.graimatterlabs.ai/
The GrAI VIP edge AI processor is based on GML’s innovative NeuronFlow™ technology that combines high-precision 16-bit FP operations with sparse computing to produce massively parallel in-network processing at low power.
...
- Few ms inference latencies for audio and vision networks
- 20 times better power efficiencies compared to alternatives at high fidelity
- Uncompromising accuracy with 16-bit FP MACs
- 8mmx8mm compact package with memory included for best BOM
- Ready to use popular audio and vision networks for faster TTM
Their insistence that their 16-bit FP MAC processor is uncompromisingly accurate is misguided in that it is oblivious of N-of-M coding. In addition, it consumes much more power than Akida.
So if GraiMatter is Nimble AI's example of SOTA commercially available neuromorphic chips, it's not surprising that they think they can improve on its performance.
PS: A camel is a horse designed by a committee.
Launched in November 2022, the NimbleAI consortium now gathers 19 project partners from across Europe: Ikerlan, Barcelona Supercomputing Center, Menta, Universiteit Leiden, Codasip, GrAI Matter, University of Manchester, Consejo Superior De Investigaciones Científicas, Universitat Politècnica De València, Monozukuri, Politecnico Di Milano, CEA, IMEC, Raytrix Gmbh, AVL List, ULMA Medical Technologies, Viewpointsystems, Queen Mary University of London and Technische Universitat Wien.
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Humble Genius
Regular
Sometimes guys, you just have to look at the bright side of life. Unfortunately some people got caught up in the hype and bought at the highs, but many here are still sitting on a 10 bagger at the current SP. Our time will come and exceed the previous highs.
Techinvestor17
Regular
You’re trying to compare 2 completely different technologies which is silly.
Vladsblood
Regular
Yes…Well Management has said in the past that they don’t care about the SP as it will do what it’s gonna do …and it has!Looks like the first scenario where they pumped it to dump it for a quick ~ 20% gain both ways. Not a bad day's work.
Hopefully not many fomo'd.
That also leaves the question, if someone knew the report beforehand to make such a play?
Or was it just a punter taking punts?
SP has massively favoured the Shorters along with the MF crew too !
AGM’s gonna get bloody heated I think
. VladThey survived 8 years and probably more, there are still very happy investors (not me but I will still hold while kicking myself for not selling at 2 dollar and kept buying more)... soon all the uprampers will come back and say how this place is now hot crapper and say we r downrampers and we have an agenda...
FabricatedLunacy
Regular
Tomorrow/Monday, my super account will show less than 20% total value held in BRN, so the logical part in me wants to top up as I still see potential... And the cynical part in me just says fuck it, if its lost you may as well do it right and apologise to your wife when retirement age hits.
Not going to lie, this has really knocked me. Did not expect millions... but 40k? How...
Agree with sentiment of many here, in that Management really need to step up and outline clear plans for how/when/who/how much we can expect and crucially how they see this trend turn around? Micklepickle will completely shaft us today, sadly many read their dribble, shorters will have a field day and like flies to shit will flock around our (currently) burning corpse and short us even more...
I will hold, can't afford anything else. And I nod a smile when I get attacked by friends and family who think I am on crack or joined a cult, as they too see Mickledicklepickles dribbles and take it for gospel.... My answer has always been "all the companies have way smarter brains than I could ever be, Merc. Renesas, Megachips, Valeo, Intel, ARM etc etc.. they do their due diligence, its not in their interest to be associated with something that wont work"...
Then my brain remembers Theranos
...Anyways... stepping aside for a while I think.
robsmark
Regular
Not with multiple offices, this many staff, and a new chip in development they haven’t.
Have not seen that Valeo is using us for Scala 3. Is there a reference or link?
Sean said that the Renases chip will be available in the coming months. Not sure what sort of revenue that will bring in or when.
Markets are forward thinking so the SP will start moving up well in advance of actual revenue hitting the books.
Fastback6666
Regular
Yes they will know and this needs to be quantified at the AGM.
There is obviously serious "commercial" traction on Akida 2.0 from what he have heard and seen from actual customer/partners.
D
Deleted member 118
Guest
I wasn’t going, looking at booking a flight from Brisbane to Sydney as we speakYes…Well Management has said in the past that they don’t care about the SP as it will do what it’s gonna do …and it has!
SP has massively favoured the Shorters along with the MF crew too !
AGM’s gonna get bloody heated I think
Damo4
Regular
Of course you can my guy, no one's stopping you
Hope you built that 73k risk into your strategy from the beginning, I assume you didn't invest more than you can afford to lose
MDhere
Top 20
Looks like im supplying just 1 plate of hot chips for the table.... ok 2 plates if we get a "doin a Merc" announcement before the Agm date
If we are not hitting the market as management expected for whatever reason (e.g. missing some of the key components) would management actually tell us that?
Personally I hope they admit it and also present a solution... not the other way around where they pretend it's going well and just come up with new product...
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