Berlinforever
Member
Mentioned, as in: “… we will soon announce tape-out”? This should be a fairly material announcement.
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
Berlinforever
Member
In September ‘23, I wanted to understand why I was a shareholder and realised that the terminology used in our community was actually beyond my comprehension. So, I composed a plain language summary, describing why it makes sense to have a few percent of my portfolio in BrainChip. In case any of you know someone who is in need to brush up on the basics, then feel free to forward them this link.
open.substack.com
BrainChip: The Cloud-Free Future is Here
Comprehending a revolutionary concept is not easy. Too often we get intimidated by jargon or struggle to see the core concept. That happened to me when I became curious about BrainChip (NASDAQ: BRCHF, ASX: BRN).
open.substack.com
CHIPS
Regular
Maybe you can find a newer Skoda that had a crash and take it apart in more detail to look for Akida??
Check with a Skoda dealer or the nearest crash test dummy. 
You can't use "Akida" and "crash" in the same sentence.Maybe you can find a newer Skoda that had a crash and take it apart in more detail to look for Akida??
Fact Finder
Top 20
Networked Intelligence AI + 5G + Edge Compute
READ MORE
QSRBot 247 - Always there for you
Automate your drive-thru in minutes. Connect your camera, speaker, microphone to our AIBox and start receiving orders automatically. QSRBot 247 will remember your loyal customers, offer specials, take their orders correctly and handle payments efficiently.
Read More
AIoT-as-a-Service = AI/ML + IoT + SaaS
Enable smart connected spaces in minutes. Easy integration of our facial, vehicle or activity recognition solutions with your B2B SaaS portals (front-end or back-end) in minutes. Our software comprises AI/ML apps running on off-the-shelf hardware & a server-less cloud-enabling real-time dashboard and decision making.
Use-case Enablement
Touchless Attendance using facial recognition, Access Control using facial recognition or license plate recognition or any custom use-case for Smart city.
Edge AI + IOT + 5G
Algorithms and Software with state-of-the art accuracy and power efficiency on recommended off-the-shelf Edge AI platforms.
Real-time Dashboard
Real-time and secure updates to authorized stake-holders on events of interest. Automatic real-time report generation.
Real-time visual intelligence
A plug-n-play ANPR solution – completely on-device for your office, residential , mall or business parking lot
A plug-n-play system for your office, residential, business or industrial access control
Depth, Perception, Obstacle Avoidance for Robotics platforms – drones,small-robots, autonomous vehicles
We are an AI/ML software company. We provide AIoT-as-a-service products such as facial-recognition based attendance, vehicle and activity recognition to B2B & B2C customers.
Short Links
Contact Us
GMAC Intelligence
9th floor Brigade IRV Center,
Whitefield,
Bangalore 560037
(SEE 20 second on-device identification - FF)
B2C
AIoT-as-a-service for smart cities, businesses and enterprises
Enable AIoT-as-a-service in four easy steps
1. Sign-up on gi4all.web.app
Subscribe to our services at https://gi4all.web.app
Touchless
Attendance
Get a real-time dashboard of employee or visitor presence events and download employee attendance stats or approve visitors in real-time.
Automatic License Plate Recognition
Get a real-time dashboard of vehicle movements through the city or industry or community and download stats.Activity
Recognition
Get a real-time dashboard of registered activities and download activity profiles2. Choose off-the-shelf AI cameras
Buy cameras directly from Amazon or our hardware partner websites!!AI Cameras with Display
Premium DeviceEconomy Device
Write to support@gmacintelligence.com for device details
Outdoor AI Cameras
Lead time of 7* days – Write to us support@gmacintelligence.com for more detailsIndoor AI Cameras
Lead time of 7* days – Write to us support@gmacintelligence.com for more details3. Download and install GMAC's GI4ALL App directly on the cameras
GMAC’s on-device AI/ML applications – available on Google play store
GI4ALL-FR100
Register employees, take attendance with audio-visual feedback. Download GI4ALL FR100 from Google play store https://play.google.com/store/apps/details?id=com.gi4all.attendanceGI4ALL-ANPR100
Register vehicles of interest, record movement at places of interest and notify subscribers. Download GI4ALL ANPR from Google play store https://play.google.com/store/apps/details?id=com.gi4all.anprGI4ALL-AR10
Register activities of interest, record activities at events of interest and notify subscribers. Write to us at support@gmacintelligence.com for a pre-release version4. Go live and see updates on the portal
Real-time updates, reports and manage all your devices from a single dashboard
Register employees, vehicles, activities
Register 100s of employees in seconds from the portal OR 20-second on-device registration also available.Install the device with the app at a preferred location
Easy single-click options on the portal to group devices and share configuration and data in real-time.Watch live
Updates
See the events on your dashboard as they happen in real-time.* Depends on location. Other Apps are available for download on request
GI4ALL- Technology and Product videos
Touchless Attendance
Instantaneous facial recognition based attendance, 20 seconds/registration, upto 1K registrations/device.ANPR
ANPR technology and solution for access control and tollbooths.Various Technology Teaser Demos
Monocular Depth, Driver Monitoring System, Activity Recognition, Speech Recognition, Robotics
CHIPS
Regular
jtardif999
Regular
TECHNOLOGY
Arm Stock Is the New AI Favorite. 1 Reason to Think Twice Before Buying.
Follow Barron's in Apple News
Arm Holdings is now firmly among the hottest artificial-intelligence stocks in the U.S. market.
Its success validates the choice to take the chip designer public last year at a hefty valuation, but raises the question of how far it can go.
Arm shares were down 3.1% in early trading on Friday to $110.38. That means it’s on track to keep a hold of the vast majority of the gains it made on Thursday, when it rose 48% following an earnings report that blew forecasts out of the water.
Before Arm’s IPO at $51 a share in September, there was plenty of skepticism—including from Barron’s—about how much the British company would benefit from AI spending. Its specialism in licensing designs for central processing units, or CPUs, and heavy exposure to the smartphone market didn’t seem to fit with the early AI emphasis on graphics processing units produced by Nvidia and others for data centers.
That narrative has now shifted. Premium smartphones are now coming with AI capabilities and requiring Arm’s latest chip designs, which increases the royalty rates it receives. The company is also making headway in other areas such as cloud servers and the automotive sector.
“We believe that as AI proliferates across multiple end markets there is a growing requirement for more compute power/intellectual property and [that] benefits Arm,” J.P. Morgan analyst Harlan Sur wrote in a research note on Thursday.
Sur raised his target price on Arm to $100 from $70 and kept an Overweight rating on the stock. Arm’s stock has already outrun that target and the rest of Wall Street. The average analyst target price on the stock is $91.49 according to Wall Street.
Further gains for Arm will likely depend on the extent to which its chip designs are licensed for AI uses beyond smartphones. Reuters reported last year that Nvidia and Advanced Micro Devices were developing their own Arm-based processors for Windows PCs which could start shipping in 2025. If the future of AI is processing on devices, then Arm should win big.
But there are a couple of big caveats. Arm is still more than 90% owned by Japan’s SoftBank Group. While that provides some support for the price, it also means that moves can be exaggerated by the relatively small amount of shares available for trading. Arm’s trading volume on Thursday was 106.5 million, compared with a public float of just over one billion shares and its 65-day average trading volume of 8.4 million shares.
The IPO lockup period, which prohibits company insiders from selling the stock, is due to expire on March 12.
Meanwhile, Arm’s valuation is eye-popping. The stock now trades at a trailing price-to-earnings valuation of 223 times, according to FactSet. On a forward price-to-earnings basis, it trades at a multiple of around 79 times. Nvidia has shown how such multiples can compress quickly with multiple earnings beats but it still sets a high bar.
Arm also has to show it can fend off the threat from open-source RISC-V chip architecture, which could pressure its ability to keep raising licensing fees.
Arm is now firmly in the magic circle of AI winners. That’s not a guarantee it will stay there.
Arm Stock Is the New AI Favorite. 1 Reason to Think Twice Before Buying.
Follow Barron's in Apple News
Arm Holdings is now firmly among the hottest artificial-intelligence stocks in the U.S. market.
Its success validates the choice to take the chip designer public last year at a hefty valuation, but raises the question of how far it can go.
Arm shares were down 3.1% in early trading on Friday to $110.38. That means it’s on track to keep a hold of the vast majority of the gains it made on Thursday, when it rose 48% following an earnings report that blew forecasts out of the water.
Before Arm’s IPO at $51 a share in September, there was plenty of skepticism—including from Barron’s—about how much the British company would benefit from AI spending. Its specialism in licensing designs for central processing units, or CPUs, and heavy exposure to the smartphone market didn’t seem to fit with the early AI emphasis on graphics processing units produced by Nvidia and others for data centers.
That narrative has now shifted. Premium smartphones are now coming with AI capabilities and requiring Arm’s latest chip designs, which increases the royalty rates it receives. The company is also making headway in other areas such as cloud servers and the automotive sector.
“We believe that as AI proliferates across multiple end markets there is a growing requirement for more compute power/intellectual property and [that] benefits Arm,” J.P. Morgan analyst Harlan Sur wrote in a research note on Thursday.
Sur raised his target price on Arm to $100 from $70 and kept an Overweight rating on the stock. Arm’s stock has already outrun that target and the rest of Wall Street. The average analyst target price on the stock is $91.49 according to Wall Street.
Further gains for Arm will likely depend on the extent to which its chip designs are licensed for AI uses beyond smartphones. Reuters reported last year that Nvidia and Advanced Micro Devices were developing their own Arm-based processors for Windows PCs which could start shipping in 2025. If the future of AI is processing on devices, then Arm should win big.
But there are a couple of big caveats. Arm is still more than 90% owned by Japan’s SoftBank Group. While that provides some support for the price, it also means that moves can be exaggerated by the relatively small amount of shares available for trading. Arm’s trading volume on Thursday was 106.5 million, compared with a public float of just over one billion shares and its 65-day average trading volume of 8.4 million shares.
The IPO lockup period, which prohibits company insiders from selling the stock, is due to expire on March 12.
Meanwhile, Arm’s valuation is eye-popping. The stock now trades at a trailing price-to-earnings valuation of 223 times, according to FactSet. On a forward price-to-earnings basis, it trades at a multiple of around 79 times. Nvidia has shown how such multiples can compress quickly with multiple earnings beats but it still sets a high bar.
Arm also has to show it can fend off the threat from open-source RISC-V chip architecture, which could pressure its ability to keep raising licensing fees.
Arm is now firmly in the magic circle of AI winners. That’s not a guarantee it will stay there.
Sirod69
bavarian girl ;-)
That would just be wonderfulBrainchip Holdings Ltd (BRCHF) stock forecast
The Brainchip Holdings Ltd share (BRCHF) forecast for the next 12 months is generally positive. Analysts expect an average price target of $0.4112, representing an increase of +178.75% from the current price of $0.1475. The range of analyst forecasts ranges from a high target of $0.7133 to a low target of $0.1090.
Based on our technical indicators, the current sentiment is neutral and BRCHF could move between $1.2646 and $0.4849 in 2025. This suggests that investors should exercise caution when taking new positions in 1.2646 as the market is likely to remain volatile in the near term.
Long-term BRCHF price prediction for 2025, 2030, 2035, 2040, 2045 and 2050
Our analysts provide long-term price forecasts for Brainchip Holdings Ltd. In 2050, the median target price for BRCHF is $11.32, with a high estimate of $17.41 and a low estimate of $10.64. The median estimate represents an increase of +7577.04% from the last price of $0.1475. Below is our long-term BRCHF price predictions table with detailed price targets for each year.
Brainchip Holdings Ltd Aktie | BRCHF Aktienkurs
Brainchip Holdings Ltd Aktie - BRCHF Aktienkurs, Diagramm/Grafik, Aktuellste News, Insiderhandel und Finanzanalyse, um informierte Anlageentscheidungen zu treffen.
Pom down under
Top 20
Food4 thought
Regular
Mmm I don’t think it will take that long to get up to $11. Dollar mark that is unless there is no change information coming out and just secret squirrel deals are made. Keeping in mind of the Mercedes announcement back when Jesus was a child
Morning Chippers ,
Well it went from 1 trillion, to now 5 to 7 trillion, may as well round it up to 10 trillion USD .
.
www.cnbc.com
* Wonder If Sam may slip a little peice of paper with a Very Large number across the table to our rep at the upcoming INTEL event.
.... 
......
Regards,
Esq.
Well it went from 1 trillion, to now 5 to 7 trillion, may as well round it up to 10 trillion USD .
.
OpenAI CEO Sam Altman seeks as much as $7 trillion for new AI chip project: Report
OpenAI CEO Sam Altman wants to overhaul the global semiconductor industry with trillions of dollars in investment, The Wall Street Journal reported.
* Wonder If Sam may slip a little peice of paper with a Very Large number across the table to our rep at the upcoming INTEL event.
.... ...... Regards,
Esq.
Last edited:
Kachoo
Regular
I think the game will be accumulate on the upturned until we have some solid news to justify a re rate maybe.Thinking what sort of games shall be played today. Hopefully the momentum can continue. I need some spending money for when I go to Europe in August
So you could be in luck yet ha ha
Smoothsailing
Regular
All these wishes I am less ambitious.
I will be satisfied if ARM licenses anyone of its many chips with an AKIDA Ai extension to just seven of its major global customers such as:
Apple, Nvidia, Google , Microsoft , Amazon , Samsung and Intel.
My opinion only DYOR
Fact Finder
PS: The known existing relationships are just the filing in the ARM commercialisation Victoria sponge cake like cream, strawberries and icing sugar.
RobjHunt
Regular
No! Been there, done that.Can I ask what is the share price prediction in everyone’s mind by jan 2025 one year from today ?
My opinion is I haven’t got a clue
AARONASX
Holding onto what I've got
Can I ask what is the share price prediction in everyone’s mind by jan 2025 one year from today ?
My opinion is I haven’t got a clue
in all fairness 100% everytime in the past we have all had a crack at guessing the price on xx date and we have all been way off, so with no $$ announcements 'yet' and or size of it the price will only be know Jan-2025
Pom down under
Top 20
Shorters
DingoBorat
Slim
It definitely looks like "someone" knows "something" 
..
Or is it a bit of a collective awakening?..
Something has changed, that's for sure..
It will be interesting to see what happens, with volume.
..Or is it a bit of a collective awakening?..
Something has changed, that's for sure..
It will be interesting to see what happens, with volume.
Similar threads
