BRN Discussion Ongoing

[Frangipani]

https://www.linkedin.com/posts/shak...r5?utm_source=share&utm_medium=member_desktop

Rob likes ????

Mmmmh, very interesting…

Several posters here on TSE have previously posted about Microchip, some of them even suggesting a connection between Brainchip and Microchip….

I picked out two posts, one by @Fact Finder

BRN Discussion Ongoing

Yes but still a while until the quarterly is released. We need some deals! Agreed .... but this is the last 4C before the upcoming AGM in May which will be on the minds of many shareholders and attendee's at the AGM ............ I would also think, that Sean H would find that it is to his...

thestockexchange.com.au

…and the other one by @Bravo

BRN Discussion Ongoing

Perhaps it would be fair to ask how many of the EAPs they are expecting to convert to paid licenses? I think if you phrase the question in the right way, you may get an answer. I would ask. Of all our EAPs and NDAs we have, what is an estimate of the percentage of them are we expecting to...

thestockexchange.com.au

(The above links appear to be linking to totally unrelated posts, but the links are actually correct, just click on them. What you see here are merely the first posts on those respective pages.)

 

[Schnitzel lover]

 

[Schnitzel lover]

Prob not BRN in this.. But the connection with Edge AI is there. Maybe already discussed but

 

[Schnitzel lover]

Take 2 screenshot

 

[Esq.111]

View attachment 42775

Morning Schnitzel lover,

Just wait till thay start using the secret sauce

* THIS PHOTO HAS BEEN VISUALLY ENHANCED, ALTERD , .......AND AS SUCH NVIDIA'S PRODUCTS COULD BE BETTER.

Regards,
Esq.

 

[schuey]

They successfully landed a Samosa on the moon.

Hope they took a shitta.....those dodgy vindaloos are a killer

 

[Schnitzel lover]

Morning Esq 111,

It’s nice to see the ‘leader’ in AI beating estimates by $2.3billion..

“Now if the real leader we’re to sit at the table then…..”

 

[Mt09]

Mmmmh, very interesting…

View attachment 42772


Several posters here on TSE have previously posted about Microchip, some of them even suggesting a connection between Brainchip and Microchip….

I picked out two posts, one by @Fact Finder

BRN Discussion Ongoing

Yes but still a while until the quarterly is released. We need some deals! Agreed .... but this is the last 4C before the upcoming AGM in May which will be on the minds of many shareholders and attendee's at the AGM ............ I would also think, that Sean H would find that it is to his...

thestockexchange.com.au

…and the other one by @Bravo

BRN Discussion Ongoing

Perhaps it would be fair to ask how many of the EAPs they are expecting to convert to paid licenses? I think if you phrase the question in the right way, you may get an answer. I would ask. Of all our EAPs and NDAs we have, what is an estimate of the percentage of them are we expecting to...

thestockexchange.com.au

(The above links appear to be linking to totally unrelated posts, but the links are actually correct, just click on them. What you see here are merely the first posts on those respective pages.)

According to Bravo, we’re in everything and linked to everyone .

 

[Xray1]

IMO ... It would be great to see a much improved Half Yearly Financials Report being released sometime well before the 31/8/2023, as I believe that many current s/holders are just sitting on the sidelines just waiting to accummulate /top up more shares in the Co on the glimmer of some positive financial news and rejuvenated s/holder sentiment.

 

[Quiltman]

IMO ... It would be great to see a much improved Half Yearly Financials Report being released sometime well before the 31/8/2023, as I believe that many current s/holders are just sitting on the sidelines just waiting to accummulate /top up more shares in the Co on the glimmer of some positive financial news and rejuvenated s/holder sentiment.

Last year, Wedneday 24th

Year before, Wednesday 25th

So hopefully today/tomorrow, if working to same timetable internally.
Notice Antonio second webcast release on shareholder Q&A is tonight, so I'm guessing today.

 

[AusEire]

Today a mini report was released by Cambrian Ai covering the release of AKIDA Second Generation. The significance of this report cannot be overstated. I had held the opinion prior to reading this report that AKIDA Third Generation would be the IP that allowed Brainchip and its shareholders to capitalise on the obsessed CHATGpt technology world but I was clearly wrong.

Thank you Cambrian Ai for disclosing just what makes AKIDA Second Generation a potential love child of CHATGpt or more generally GenAi.

To explain why I hold the opinion that today's reveal by Cambrian Ai is of such significance I have set out here a series of FACTS which I believe justifies my opinion.

From CNN —
The crushing demand for AI has also revealed the limits of the global supply chain for powerful chips used to develop and field AI models.
The continuing chip crunch has affected businesses large and small, including some of the AI industry’s leading platforms and may not meaningfully improve for at least a year or more, according to industry analysts.
The latest sign of a potentially extended shortage in AI chips came

in Microsoft’s annual report recently. The report identifies, for the first time, the availability of graphics processing units (GPUs) as a possible risk factor for investors.
GPUs are a critical type of hardware that helps run the countless calculations involved in training and deploying artificial intelligence algorithms.
“We continue to identify and evaluate opportunities to expand our datacenter locations and increase our server capacity to meet the evolving needs of our customers, particularly given the growing demand for AI services,” Microsoft wrote. “Our datacenters depend on the availability of permitted and buildable land, predictable energy, networking supplies, and servers, including graphics processing units (‘GPUs’) and other components.”
Microsoft’s nod to GPUs highlights how access to computing power serves as a critical bottleneck for AI. The issue directly affects companies that are building AI tools and products, and indirectly affects businesses and end-users who hope to apply the technology for their own purposes.
OpenAI CEO Sam Altman, testifying before the US Senate in May, suggested that the company’s chatbot tool was struggling to keep up with the number of requests users were throwing at it.
“We’re so short on GPUs, the less people that use the tool, the better,” Altman said. An OpenAI spokesperson later told CNN the company is committed to ensuring enough capacity for users.
The problem may sound reminiscent of the pandemic-era shortages in popular consumer electronics that saw gaming enthusiasts paying substantially inflated prices for game consoles and PC graphics cards. At the time, manufacturing delays, a lack of labor, disruptions to global shipping and persistent competing demand from cryptocurrency miners contributed to the scarce supply of GPUs,

spurring a cottage industry of deal-tracking tech to help ordinary consumers find what they needed."

Cambrian Ai's mini paper on Brainchip and Second Gen AKIDA can be found via Cambrian Ai's Homepage at:

https://cambrian-ai.com/
On their Homepage they state that they work with the following companies: Cerebras, Esperanto Technologies, Graphcore, IBM, Intel, NVIDIA, Qualcomm, Tenstorrent, SiFive, Simple Machines, Synopsys, Cadence and others.

In their mini paper they say many nice things but the significant parts in my opinion are found in the concluding paragraph which I have broken up into three points:

1. The second-generation Akida processor IP is available now from BrainChip for inclusion in any SoC and comes complete with a software stack tuned for this unique architecture.

2. We encourage companies to investigate this technology, especially those implementing time series or sequential data applications.

3. Given that GenAI and LLMs generally involve sequence prediction, and advances made for pre-trained language models for event-based architectures with SpikeGPT, the compactness and capabilities of BrainChip’s TENNs and the availability of Vision Transformer …second-generation Akida could facilitate more GenAI capabilities at the Edge.

In Summary:

There is a massive shortage of GPU chips to run GenAi and this shortage is going to extend into the next year and a half at least.

Cambrian Ai has told the World that they should be looking at AKIDA Second Generation to facilitate GenAi capabilities at the Edge.

If Cambrian Ai only pass on their opinion to their existing customer base this is still a very large portion of the technology market where AKIDA Second Generation could profitably be adopted.

As we all should know AKIDA technology reduces bandwidth by processing data collected at the EDGE into relevant meta data and in so doing reduces processing demand in the Cloud be it public or private.

Peter van der Made is on record stating that AKIDA technology at the EDGE doing its thing can reduce the use of power in the Cloud by up to 97%.

It just makes sense if you cannot get enough GPU’s to handle your GenAi workloads in the Cloud then one solution is to reduce the workload.

Cambrian is only stating the obvious when it asks companies to investigate what AKIDA Second Generation can do for them to facilitate their GenAi capabilities at the EDGE.

In my opinion there is no reason to doubt that Brainchip is finally on the cusp of publicly realising what we all have known for what seems like a lifetime. An EDGE technology revolution.

Validation of AKIDA technology Science Fiction has been coming thick and fast from diverse sources but of late the most impressive was from TATA researchers who found that AKIDA technology was 35 times more power efficient and 3.4 times faster than the Nvidia GPU that they were also trialling. I doubt that such findings by a company with the global presence of TATA will have been missed by those that matter in the technology space.

However this is my opinion only so be sure to DYOR.

Regards
Fact Finder

Did someone put out the signal?

Good to see you back mate

 

[Bravo]

Mmmmh, very interesting…

View attachment 42772


Several posters here on TSE have previously posted about Microchip, some of them even suggesting a connection between Brainchip and Microchip….

I picked out two posts, one by @Fact Finder

BRN Discussion Ongoing

Yes but still a while until the quarterly is released. We need some deals! Agreed .... but this is the last 4C before the upcoming AGM in May which will be on the minds of many shareholders and attendee's at the AGM ............ I would also think, that Sean H would find that it is to his...

thestockexchange.com.au

…and the other one by @Bravo

BRN Discussion Ongoing

Perhaps it would be fair to ask how many of the EAPs they are expecting to convert to paid licenses? I think if you phrase the question in the right way, you may get an answer. I would ask. Of all our EAPs and NDAs we have, what is an estimate of the percentage of them are we expecting to...

thestockexchange.com.au

(The above links appear to be linking to totally unrelated posts, but the links are actually correct, just click on them. What you see here are merely the first posts on those respective pages.)

Hi @Frangipani,

Yes, it is VERY interesting, especially when you consider that MosChip develops embedded systems including space-qualified FPGA and other hardware for the Indian Space Research Organisation (ISRO).

See here https://moschip.com/blog/embedded-devices-for-space-tech-where-are-we-today/

And as we already know we are working collaboratively with MosChip. In May 2022 the presentation ended with a demonstration of BrainChip’s Akida neural processor IP, enabling high performance and ultra-low power on-chip inference and learning and MosChip’s ASIC platform for smart edge devices.

See here https://moschip.com/blog/brainchip-moschip-to-demonstrate-ai-capabilities-at-iesa-ai-summit/

Then a potential link from us to Microchip and their Polar Fire SOC and NASA’s High Performance Spaceflight Computing (HPSC) which I've posted about previously could come from this connection.

So Softnautics is a MosChip owned company and they partner with Microchip.

BrainChip + MosChip + Softnautics + Microchip + ISRO + NASA

All IMO of course.



B

 

[Bravo]

The momentum is slowly building. I'm going to have to scrub the algae out of the hot tub if this continues.

 

[jtardif999]

It’s only spot on if management can regain buoyancy in the company again by demonstrating revenue and signing more deals. Without that we’re done, and let’s be honest, it’s not looking so good right now is it?

Why haven’t more companies signed with us when other companies in similar positions are gaining traction left, right and centre?

The goal posts keep moving as the company matures… “22” is our year, “23” is our year, “24” will be our year… still nothing! When was the last time the company mentioned an NDA? It’s starting to feel like Chinese whispers, and the company are being silent hiding behind a wall of assumption on our part.

I want to know what the fuck is going and nobody in the know is willing to answer me!

I wonder if you would think so ‘highly’ of management and how they are going about things if the share price were still around the dollar mark?

 

[mrgds]

The momentum is slowly building. I'm going to have to scrub the algae out of the hot tub if this continues.

View attachment 42801

Easy @Bravo .................. just use your hairy toes, ................. better than steel wool & done in no time!

 

[Bravo]

Easy @Bravo .................. just use your hairy toes, ................. better than steel wool & done in no time!

OK @mrgds. I'll try it your way but if it ruins my nail polish I won't be impressed.

 

[Colorado23]

Great post FF and hope your well. As always I'm finding it hard to keep track of the myriad of developments. More shares added today. Go you good thing.

 

[Rise from the ashes]

Why aren't we in everything yet

 

[SERA2g]

I was thinking that as I saw a title of a news article with reference to that.
But was caught in the excitement on ABC news here damn station repeats news stories about 3 times every hour.
Hold on...... Wait it's about to land again.

Hi Rise

No offense meant, but I'm finding it frustrating reading TSEX lately, you singlehandedly account for what feels like 30% of the posts on this thread over the past 2-3 days.

This isn't a chat room - please take off-topic and low value content, which is almost everything you post, to another thread. I would like to be able to drop in, read a few pages worth of posts in the BRN Discussion thread and feel like I'm up to date on all the happenings of the 1,000 eyes.

You're making it very difficult to do that.

Cheers

Edit. Literally as a write this you've just posted a video for the sake of posting.

 

[wilzy123]

Why aren't we in everything yet

yes