BRN Discussion Ongoing

[DingoBorat]

View attachment 52841

As we forge ahead into 2024, BrainChip is not only continuing to build momentum but celebrating the substantial strides we've made this year. Our commitment to staying focused on our goal to bring AI Everywhere is evident in the many achievements of the past year. Highlights include the introduction of the 2nd-generation Akida IP, the AKD1500 SoC, integration into the Cupcake product line, and the Edge Box, complemented by patent awards in Australia and the U.S. Our global presence was reinforced through participation in prominent conferences, the publication of influential whitepapers, and the establishment of strategic partnerships with EDGEX, Tata Elxsi, VVDN, Unigen and esteemed universities. Gratitude goes out to our investors, colleagues, partners, and tech enthusiasts for their invaluable contributions to our ongoing journey.
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️8 customer designs in ~concept

"8 customer designs in ~concept"

That's "News" but actually seems a bit low?..

I'd like to see a zero, after the 8 at least.

With what must be close to 200 customer engagements, 8 doesn't quite tickle me where it counts..

 

[DingoBorat]

Nice summary of the year but the Japanese and Korean flags are mixed up in that graphic.

Great pick up, has someone notified the Company?

 

[Tothemoon24]

"8 customer designs in ~concept"

That's "News" but actually seems a bit low?..

I'd like to see a zero, after the 8 at least.

With what must be close to 200 customer engagements, 8 doesn't quite tickle me where it counts..

Who’s to know how many products have reached

Design & prototype

Development

Testing & Quality Assurance

Iterative Development

Most Likely NDA prevent such things being announced, I was surprised that the company made mention of designs -in concept

 

[DingoBorat]

Who’s to know how many products have reached

Design & prototype

Development

Testing & Quality Assurance

Iterative Development

Most Likely NDA prevent such things being announced, I was surprised that the company made mention of designs -in concept

I don't see how NDAs could prevent such numbers being announced?
As long as no actual products, or companies were mentioned?

Our customers don't necessarily have to tell us, at what stage they are at though, with "anything" until they were actually using our IP in a product, through some "avenue"?..

 

[Diogenese]

"8 customer designs in ~concept"

That's "News" but actually seems a bit low?..

I'd like to see a zero, after the 8 at least.

With what must be close to 200 customer engagements, 8 doesn't quite tickle me where it counts..

Hi DB,

One question is "how many designs-in-concept can we support?"

 

[Damo4]

 

[SharesForBrekky]

Oh wow!

Nvidia's H100 GPUs will consume more power than some countries — each GPU consumes 700W of power, 3.5 million are expected to be sold in the coming year

A lot of AI GPUs consume a lot of power.

www.tomshardware.com

"Indeed, at 61% annual utilization, an H100 GPU would consume approximately 3,740 kilowatt-hours (kWh) of electricity annually. Assuming that Nvidia sells 1.5 million H100 GPUs in 2023 and two million H100 GPUs in 2024, there will be 3.5 million such processors deployed by late 2024. In total, they will consume a whopping 13,091,820,000 kilowatt-hours (kWh) of electricity per year, or 13,091.82 GWh.

To put the number into context, approximately 13,092 GWh is the annual power consumption of some countries, like Georgia, Lithuania, or Guatemala."

 

[DingoBorat]

Hi DB,

One question is "how many designs-in-concept can we support?"

I thought things like Meta TF, were supposed to make that easier?..

Larger customers, shouldn't need too much support?

 

[Diogenese]

I thought things like Meta TF, were supposed to make that easier?..

Larger customers, shouldn't need too much support?

I think Meta TF would simplify adaptation of the Akida SoC, but incorporating Akida IP with a customer's product is much more complex.

 

[supersonic001]

Energy efficiency plays a vital role in edge AI devices and #IoT. | BrainChip

Energy efficiency plays a vital role in edge AI devices and #IoT. Efficient devices contribute to sustainability goals, prolong battery life, and lead to cost savings. They're pivotal for reliable performance and scalability, fostering widespread #AI adoption. Find out how to prioritize energy...

www.linkedin.com

 

[Space Cadet]

I don't see how NDAs could prevent such numbers being announced?
As long as no actual products, or companies were mentioned?

Our customers don't necessarily have to tell us, at what stage they are at though, with "anything" until they were actually using our IP in a product, through some "avenue"?..

Hi Dingo,

Last time they tried that it was with Ford and that didn't end well IMO.
If BRN were to say we are in 5 products about to be released this year, what is there to stop ASX saying cough up the names Bro.
That just pisses off the customers, partners etc. They've been caught once. Don't think they will go there again.

SC

 

[DingoBorat]

Hi Dingo,

Last time they tried that it was with Ford and that didn't end well IMO.
If BRN were to say we are in 5 products about to be released this year, what is there to stop ASX saying cough up the names Bro.
That just pisses off the customers, partners etc. They've been caught once. Don't think they will go there again.

SC

True

 

[David holland]

I will also add in the integrity of management. There was really no significant sales when price were North of 1.50 none of the top 20 insiders really sold out stock. If their intentions were to pump and dump they would have done at that level but this is an indicator to me that they genuinely feel the company has potentially greater value then what was on offer. This to me is a signal the are vested for the long run and have faith just challenged as many other people and companies in this industry.

That's a very good point you make, the big boys are still here

 

[MDhere]

I will also add in the integrity of management. There was really no significant sales when price were North of 1.50 none of the top 20 insiders really sold out stock. If their intentions were to pump and dump they would have done at that level but this is an indicator to me that they genuinely feel the company has potentially greater value then what was on offer. This to me is a signal the are vested for the long run and have faith just challenged as many other people and companies in this industry.

Today close action showed things will be up and green tomorrow imo also I checked the brainchip investor page the other day for inspiration and a revisit and we are sitting pretty with Mercedes, valeo and the rest so im waiting to see some more on the board but so far im happy to have revisited it.

 

[David holland]

IMO for what its worth we basicly can gauge too much from charts.

Manipulation on BRN is quite obvious.
2 things can change this side movement.
1. Until this manipulation ceases we won't see much movement.
2. Confidence returns to the masses and buyers that can out $$$ the cost of manipulation vs return on people dumping and giving up on their holdings. This will take a cracker announcement that nobody knows when will one such happen.

Unfortunately management lost retail holding confidence and the result is the SP is in the toilet.

Technically they don't care as their shares are taxed at lower dollars so it's actually benifits them to a greater level. That said its not legal to keep news and I do not think they do its just how they played the companies value that pisses me off.

Overall they do have more value then is priced in IMO these partnerships and connections that we only know of likely will lead to revenue.

I think people really play the past brainchip pre akida to this new product and the failures they had way too far for the benifit of driving the price down. Just read the names of the customers from the past and compare it to Tata Valeo MB Unigen VVDN and so forth its an absolutely different ball game. I do have confidence in the Technology it has been validated by many many companies teams and people its clearly science fiction. That being said us how its hard to gain traction when there is a new product even better it will take time and it has but the promises is offered is documented.

I also have faith in the Management team overall. I do think they have the contacts and understanding of how they built an ecosystem and attracted some talent. Has it been challenging for them absolutely but I do thinknthey will get Akida to the finish line hence I'm here still. Do I think they could do better possibly but again we don't know all they have done.

Being retail holder we really for the most part do not know or have the expertise knowledge or connections to know how this is done all we do is look at the sp and cry do to some poor communication from the BRN team.

The company has really gone far over the years their presence was not known really. As Rob stated CES 2024 is going to be exciting they are a more known company thatbwill get more visits at the booth.

One of my opinions is that the manipulators have drained holders so much it will provided then shares to accumulate all the way to a 1.00 which before none of them sold but everyone is right to do what they want. Its just an observation im sure many are looking to exit from and its there right.

I know stocks shoot up and down but this ride has been really volatile IMO but personally when I look at the value of whats on offer and the price today I would think we are on sale. In the end it is revenue that will drive PEs and the SP at current valuations for growth stock we really do not need that much revenue and we have quite a few iron in the fire so I do think we will get there.

I feel this CES Convention might be abit of a nothing, definitely not getting my hopes up, I"ll say this I'm sure the big boys know about us and are probably very actively engaged 1 way or another with us, It's when products are released and the features we bring to the table that shine thru and make companies that are left at the starting gates want to call us to be involved , that's when the company goes to another level,
Take for instance a phone , they both atm have the same features Apple and Android well I.think, 1 won't be left behind because the other is involved, they are a little behind , If 1 is signed up under a NDA why can't we go to the other mob and have a chat, or is this top secret and we can't do this? Don't mention names but isn't it what they do with our product in there chip, Do we wait and charge them a higher royalty

 

[David holland]

With yesterdays release of yet another secured Patent, 19 granted with a batch of at least 30 waiting in the wings it becomes a
situation where you have to ask yourself this question;

Would I prefer owning some shares in a company who holds this current position OR would I like to be entering the market arena
where our competitors own these Patents ? Pretty easy choice don't you think ?

The value of such Patents ? if things start to pan out as we all expect over the next 24 months, ah, what the heck, just for Dave Holland, over
the next 5 years (buy myself more time) just to cover my Ar*$ well, the value will be a lot more than they are currently worth.

"Most importantly, the chip can learn in real time with excellent accuracy. The future is Cortical Akida, a completely new neural network architecture that learns like the brain from unlabeled data. This continues to be my research interest and the focus of the BrainChip Research Institute in Perth, Australia. The human brain is the only example of intelligence that we have. Reinventing intelligence has resulted in methods that statistically analyze sensory input and classify it, but do not exhibit any intelligence. By copying the brain's functions we expect to change this, creating great products on the way that incorporate more advanced functionality with each generation."

Very wise words from the man himself....Peter's journey continues as does ours.

Far Edge World Leader.......Tech

Don't you want dividends TECH? Wait the 5 , did you ever have trouble Tech finishing off a Round , stay focused 1 shot at a time ,piano piano

 

[Bravo]

Howdy Brain Fam,

Hope everyone had a Merry Christmas. I just noticed this on Socionext's website. See date below 28th December 2023!

They're working with Honda, Mazda, Nissan, Subaru, Toyota, Denso, Panasonic, Cadence, Renesas..and the list goes on to research and develop SoC's for automobiles using chiplet technology to install in mass production vehicles from 2030 onwards!!!!!!

To find the above on the website, click on this link https://www.socionext.com/en/info/Automotive-SoC_2023.html and then click on PDF.




And then...from another area on Socionext's website (which can be found find by clicking on this link https://www.socionext.com/en/info/Automotive-SoC_2023.html and scrolling down the bottom of the page), you can see that Socionext say in regards to their Advanced AI Solution for Automotive that "Socionext has partnered with artificial intelligence provider BrainChip to develop optimized, intelligent sensor data solutions based on Brainchip’s Akida® processor IP."

So my guess would be that we be providing the advanced AI for the AI chip shown on the PDF describing the new SoC!!!!!!!

 

[Jörgi]

"8 customer designs in ~concept"

That's "News" but actually seems a bit low?..

I'd like to see a zero, after the 8 at least.

With what must be close to 200 customer engagements, 8 doesn't quite tickle me where it counts..

could it be that the 8 designs are just the ones we know?

1.we know radar system from socionext

Home - Socionext America

socionextus.com

2.we know the display controller from socionext


3. we know the Edge Box with VVDN

BrainChip Previews Industry’s First Edge Box Powered by Neuromorphic AI IP

Together, Brainchip and VVDN are bringing artificial intelligence closer to the present than ever before. Don't miss this announcement!

brainchip.com

4. We know the Cupcake Server from Unigen

BrainChip and Unigen Partner to Deliver Powerful, Energy-Efficient Edge AI Server

Brainchip and VVDN are collaborating to bring the future of AI closer to the present. Don't miss this important announcement!

brainchip.com

5. the robot from Ant 61
https://www.linkedin.com/posts/ant6...4-XtTW?utm_source=share&utm_medium=member_ios

6. Teksun fatigue detection
https://x.com/teksuninc/status/1658441187349389314?s=46&t=DD7QGrvV1EYAV3GgKZavVA

7. we know the elep intrusion detection from Teksun
https://www.linkedin.com/posts/teks...in?utm_source=share&utm_medium=member_android

8 we know the EQXX from Mercedes

 

[Jörgi]

Teksun will also be presenting something interesting at CES24. Unfortunately I only have the screenshot translated into German. Here is the back translation into English: We are pleased that you are contacting us with your inquiry regarding our collaboration with BrainChip.
Our combined capabilities will be based on the
CES 24, and we have exciting plans to introduce something fascinating by the end of Q2 2024.

 

[Tothemoon24]

Perhaps nothing to do with us , I do recall some links to UNICON

UNICOM Engineering Revolutionizes Data Center Solutions with Newest Immersion-Ready Servers

UNICOM Engineering expands its immersion-ready server portfolio designed in collaboration with industry leaders, Intel and Dell Technologies....

www.globenewswire.com