BRN Discussion Ongoing

[Cartagena]

The same issue in the energy space.

There’s technology available to supercede oil, gas, coal, and wind generated power, and has been since the mid 1900s.

Unfortunately it’s not whether the technology is good. It’s whether it gets adopted.

BRN clearly have the lead in the AI Edge space, but they are busting every valve to try to get it used and adopted, which is the ultimate challenge in my view..

They probably need to get the right powerful people invested in BRN to then get it the adoption that would make it ubiquitous.. IMO DYOR

Yes Schnitzel Lover, that's what I mentioned earlier. ARM or Qualcomm as large cornerstone investors would do it. Less reliance on LDA capital and getting our technology to market quicker.

Qualcomm are very close to launching their "edge AI" in smart phones however it makes us wonder how they have managed to develop and commercialise it so quickly.

We all know they have the huge resources and R&D as a Big 5 tech giant, and Brainchip will benefit immensely if they develop a joint venture with eg, Qualcomm or ARM or Samsung to use our Akida IP in future products. Our SP won't be under $10 if that happens!!!!

My only question is if Brainchip sells an IP license to a customer, there should be a clear clause in the contract that the end product must contain the Brainchip IP. This would eliminate companies who are not ready or not serious in using our IP in an end product. I'm not very familiar with how this works so would appreciate someone who is more competent in this area to provide insight.

I am optimistic that patents are there to provide a very good security blanket on our IP and prevent other large, more powerful companies advancing their own IP technology at the expense of our IP and our potential revenues.

Bottom line here is business needs to also be on Brainchip's terms in relation to selling the IP license and contract.

 

[Fullmoonfever]

For those with time and want to track telecommunications / RF approvals, grants etc then you can use these couple of sites.

Quite a bit there however there are NDA / Confidential conditions on some of the info submitted so may not expect to see some named references or maybe will.

Generally has submission docs, test reports, external and internal images etc.

Couple screen shots and links.

Can search players like Valeo, Renesas, Megachips or others that operate in that space with date ranges etc.

https://apps.fcc.gov/oetcf/eas/reports/GenericSearchResult.cfm?RequestTimeout=500

https://device.report/Valeo/

 

[Techinvestor17]

Just putting it out there. But just watched the TENNs video out by brainchip I think they highlighted the main reason we are where we are. "Generations ahead of the industry". What we have seems magical, but does the industry need it today? It seems it will come, but is it a case that we are too far ahead and the industry is saying we don't need to invent the wheel again just yet. I think we need Megachips or the like to come out with something so needed that others must follow. Yes the cloud is getting busy, but are we providing a solution not needed yet? Just a few thoughts, but maybe I'm not understanding enough, maybe the need is now?

Not sure if you have seen but NVIDIA’s 45% profit margin is a cost to everyone else. There is an immediate demand to reduce power consumption/compute requirements and therefore operating costs.

 

[IloveLamp]

@Diogenese this is one for you mate. Looks and sounds like Akida but is it?

https://www.nordicsemi.com/News/202...160-in-the-Vodafone-Asset-Solar-asset-tracker

Thanks to Daniel on one of the Facebook group chats for finding this

With Vodafone involved, chances are above average imo

 

[Foxdog]

Well Foxdog, I know that if I invested in a Company ( which I do, BRN of course ) I would be pretty happy that little Company from Perth has achieved to put its chip on the moon, even though we would have paid a lot of the cost. I for one stocked that first the chip works and other Companies will get to know about it, which should lead to more revenue in the future. Anyway, that is what I think, but what would I know.
All we want now is the share price to rocketed to the moon.

Yeah I totally agree sb. My original comment was a bit 'tongue in cheek' anyway but some seemed to miss the humour. I'm still not convinced that we are in this project though. If we are then it'd be nice to actually be told that we are wouldn't it, otherwise how will we or other companies ever find out? See, it's ok to get no news and have the growing revenue speak for itself, or no revenue but news of pending/actual commercial applications. The concern here is that we are getting neither revenue or news.

 

[Diogenese]

@Diogenese this is one for you mate. Looks and sounds like Akida but is it?

https://www.nordicsemi.com/News/202...160-in-the-Vodafone-Asset-Solar-asset-tracker

Thanks to Daniel on one of the Facebook group chats for finding this

Hi AusErie,

I can't see anything to suggest the usual clues: digital SNN, one-shot learning, Brainchip or Akida.

 

[Techinvestor17]

Hi AusErie,

I can't see anything to suggest the usual clues: digital SNN, one-shot learning, Brainchip or Akida.

The only piece that AKIDA might have a key into is that the GPS only turns on when the accelerometer recognises its moving. To do this you would need the accelerometer to be always on and then process that signal which is what the ARM Cortex M33 is for. I’m not sure you need a SNN to process that and a smaller model could handle it under a power budget to create a “good enough” solution even though it probably could be better.

 

[TheFunkMachine]

Hey Brain Fam,

View attachment 43008

I've come to the conclusion that it's 99.999% likely WE ARE ACTUALLY ON THE MOON, LIKE WE ARE LITERALLY (NOT US BUT AKIDA IS) ON THE SOUTH POLE OF THE MOON RIGHT THIS VERY SECOND!!!!

Contrary to the naysayers who reckon that Rob spends most of his days "liking" random blogs about vacuum cleaners and horny goat weed, I happen to believe the opposite and this should prove my case in point. But if I'm wrong about this, then I promise I'll stop posting for two days.

Rob Telson liked Shakeel Perra (Micrchip) Linkedin post congratulating ISRO (Indian Space Research Organisation) on the landing of the Chandrayaan-3 on the Moon's south pole.


Here's Rob's . It's just below Brian Coglan's (Microchip).



View attachment 43004



And, here's a couple of extracts from an article which I highlighted which I think helps to explain why Rob likes it so much and hence why I believe WE ARE ON THE MOOOOOOOOOOOOOOOOON!!!!!.

How else is the rover able to learn/ adapt and respond in real-time?


View attachment 43005




View attachment 42999

Chandrayaan 3 touchdown: ISRO monitoring a high stakes game of AI and sensors for moon landing - BusinessToday

What sets this mission apart is the pivotal role of artificial intelligence (AI) in guiding the spacecraft during its critical descent to the moon's surface

www.businesstoday.in

Hi Bravo. As much as I appreciate the enthusiasm and sharing of potential significant information, if the article does not mention Brainchip, Akida, SNN, Neuromorphic, edge computing, or any other key words that would normally qualify for Akida suspicious activity, I would avoid referring to a 99.9% certainty of our engagement. All it does is create false hope and expectation which leads to potential disappointment and emotional rash investor mindset if it fall trough.

I encourage your involvement and find the article interesting but as far as I can see, all we have to go by in the article is Robs Like which is amusing at best.

Please correct me if I have missed some crucial contextual evidence with our engagement to this particular space mission

All the best, Funk

 

[Mt09]

Hi Bravo. As much as I appreciate the enthusiasm and sharing of potential significant information, if the article does not mention Brainchip, Akida, SNN, Neuromorphic, edge computing, or any other key words that would normally qualify for Akida suspicious activity, I would avoid referring to a 99.9% certainty of our engagement. All it does is create false hope and expectation which leads to potential disappointment and emotional rash investor mindset if it fall trough.

I encourage your involvement and find the article interesting but as far as I can see, all we have to go by in the article is Robs Like which is amusing at best.

Please correct me if I have missed some crucial contextual evidence with our engagement to this particular space mission

All the best, Funk

^Someone had to say it…..

 

[IloveLamp]

@Diogenese this is one for you mate. Looks and sounds like Akida but is it?

https://www.nordicsemi.com/News/202...160-in-the-Vodafone-Asset-Solar-asset-tracker

Thanks to Daniel on one of the Facebook group chats for finding this

Artificial Intelligence

We are living in a world with intelligent machines and software agents which can understand and assist us better.

www.vodafone.com

 

[Fenris78]

It looks like we are in the Renesas R-Car Gen 5 system on chip.... planned for 2027. I can't see that Akida 1000/1500 is in R-Car S4 Gen 4?
Is there any evidence that Akida is in anything in the near future? Given Renesas did the 1500 tape out in Dec 2022... I'm hoping that there is a Renesas product planned before 2027.

View attachment 43041

Renesas moves away from uncancellable contracts as inventory rises

Renesas Electronics is moving away from the ‘uncancellable contracts’ as it sees inventory rising and flat revenue.

www.eenewseurope.com

To answer my own question (and for anyone else with a poor memory)... a link in which Renesas mentions releasing Cortex M85 MCU's this year:

Renesas to demo working silicon of Arm Cortex-M85-based MCU

Semiconductor manufacturer Renesas Electronics has announced that it will present the first live demonstration of a microcontroller (MCU) based on the recently announced Arm Cortex-M85 processor.

www.eenewseurope.com

 

[CHIPS]

Just putting it out there. But just watched the TENNs video out by brainchip I think they highlighted the main reason we are where we are. "Generations ahead of the industry". What we have seems magical, but does the industry need it today? It seems it will come, but is it a case that we are too far ahead and the industry is saying we don't need to invent the wheel again just yet. I think we need Megachips or the like to come out with something so needed that others must follow. Yes the cloud is getting busy, but are we providing a solution not needed yet? Just a few thoughts, but maybe I'm not understanding enough, maybe the need is now?

Too early to succeed? This happened to other companies before.
AND ... a thought I have been having for a longer while ... maybe AKIDA is too cheap? I mean there is a huge price difference between our chip and the others and maybe this also gives the impression that it can't be good enough just to try. I am wondering why we are so cheap, is there really a need for it?

 

[miaeffect]

To answer my own question (and for anyone else with a poor memory)... a link in which Renesas mentions releasing Cortex M85 MCU's this year:

Renesas to demo working silicon of Arm Cortex-M85-based MCU

Semiconductor manufacturer Renesas Electronics has announced that it will present the first live demonstration of a microcontroller (MCU) based on the recently announced Arm Cortex-M85 processor.

www.eenewseurope.com

w/ Helium perhaps ?

 

[Diogenese]

Too early to succeed? This happened to other companies before.
AND ... a thought I have been having for a longer while ... maybe AKIDA is too cheap? I mean there is a huge price difference between our chip and the others and maybe this also gives the impression that it can't be good enough just to try. I am wondering why we are so cheap, is there really a need for it?

Hi Chips,

Do we know the pricing for Akida 2.

It's performance will be significantly better than Akida 1, so I hope the price will match the improvement.

That way, there will still be a market for Akida 1.

 

[Easytiger]

Hi AusErie,

I can't see anything to suggest the usual clues: digital SNN, one-shot learning, Brainchip or Akida.

Vodafail

 

[CHIPS]

Hi Chips,

Do we know the pricing for Akida 2.

It's performance will be significantly better than Akida 1, so I hope the price will match the improvement.

That way, there will still be a market for Akida 1.

Hi Diogenese

No, not for Akida 2. I am sure it will be better than all the others before, but I also hope that the price will be much higher. The price usually gives the impression of higher quality therefore I am not pro low price. But we will see ...

 

[Diogenese]

View attachment 43105
w/ Helium perhaps ?

Helium is lightweight AI.

It requires CPU participation to implement software instructions.

documentation-service.arm.com/static/620259d9965f7d118e3f5f7f

Arm Helium technology is the M-Profile Vector Extension (MVE) for the Arm Cortex-M processor series.

Helium is an extension of the Armv8.1-M architecture and delivers a significant performance increase for Machine Learning (ML) and Digital Signal Processing (DSP) applications.

Helium lets you optimize performance by using Single Instruction Multiple Data (SIMD) to perform the same operation simultaneously on multiple data items. The Helium instructions are designed for Digital Signal Processing (DSP) and Machine Learning (ML) application.

Most Arm instructions are Single Instruction Single Data (SISD). Each instruction performs its specified operation on a single data item. Processing multiple data items therefore requires multiple instructions.

This method is slow, and it can be difficult to see how different registers are related. If the values that you are dealing with, are smaller than the maximum register size, the extra potential bandwidth is wasted with SISD instructions. For example, when adding 8-bit values together, each 8- bit value must be loaded into a separate 32-bit register. Performing many individual operations on small data items does not use machine resources efficiently.

Single Instruction Multiple Data (SIMD) instructions perform the same operation for multiple data items. These data items are packed as separate lanes in a larger register. For example, the following instruction adds four pairs of 32-bit values together. However, in this case, the values are packed into separate lanes in two pairs of 128-bit registers: the q registers. Each lane in the first source register is then added to the corresponding lane in the second source register, before being stored in the same lane in the destination register.

Being able to specify parallel operations in a single instruction like this allows the processor to do the calculations simultaneously, which increases performance and throughput. The preceding diagram shows 128-bit registers, with each register holding four 32-bit values. Operations on data elements with different data sizes are possible for Helium registers.

The Helium registers contain vectors of elements of the same data type. The same element position in the input and output registers is referred to as a lane.

Usually each Helium instruction results in n operations, where n is the number of lanes that the input vectors are divided into. Each operation is contained within the lane.

The number of lanes in a Helium vector depends on the size of the vector and the data elements in the vector. A 128-bit Helium vector can contain the following element sizes:
• Two 64-bit integers
• Four 32-bit integers or single precision float
• Eight 16-bit integers or half precision float
• Sixteen 8-bit integers Elements in a vector are ordered from the least significant bit to the most significant bit.

That is, element 0 uses the least significant bits of the register. Let’s look at an example of a Helium instruction. The instruction VADD.16 q0, q0, q5 performs a parallel addition of eight lanes of 16-bit (8 x 16 = 128) integer elements from vectors in q5 and q0, storing the result in q0.

ARM Helium is not a spiking NN.

 

[Diogenese]

Hi Diogenese

No, not for Akida 2. I am sure it will be better than all the others before, but I also hope that the price will be much higher. The price usually gives the impression of higher quality therefore I am not pro low price. But we will see ...

Yes.

Akida 1 was priced according to performance, the more nodes a customer licensed, the higher the royalty. So now we have extended the upper end performance with Akida 2, the royalties should also increase with performance.

Akida 2 is denominated in 3 flavours Akida 2E, Akida 2S, and Akida 2P all with TeNN.

Each flavour is sub-divided by the number of nodes:
E has 1 to 4 nodes;
S has 2 to 8 nodes;
P has 8 to 128 nodes with optional ViT.

This is in addition to Akida 1 (available with up to 20 nodes) and Akida 1.5 probably with the same node options as Akida 1, but without the processor.

https://brainchip.com/akida2-0/

The 2nd generation IP platform will support a very wide range of market verticals and will be delivered in three classes of product.​

Akida-E: Extremely energy-efficient, for always on operation very close to, or at sensors.
Akida-S: Integration into MCU or other general purpose platforms that are used in broad variety of sensor-related applications
Akida-P: Mid-range to higher end configurations with optional vision transformers for ground breaking and yet efficient performance.

So there will be a range of royalty rates depending on the selected model and "horsepower".

 

[CHIPS]

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales​

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales

The generative AI boom is powered by processors. How have AI chip sales grown over the last two years among Nvidia vs AMD vs Intel?

www.visualcapitalist.com

 

[Getupthere]

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales​

Nvidia vs. AMD vs. Intel: Comparing AI Chip Sales

The generative AI boom is powered by processors. How have AI chip sales grown over the last two years among Nvidia vs AMD vs Intel?

www.visualcapitalist.com

View attachment 43107
View attachment 43108
View attachment 43110

View attachment 43109

View attachment 43106

Looks like the AI chip market is growing rapidly and Nvidia is getting more market share.

Other big boys needs some help.