BRN Discussion Ongoing

[Fact Finder]

Not having enough product does not strike me as a good thing.

When will new product be available etc.

Have to keep potential customers engaged.....sold out is not what they want to hear. IMO

Hi Charles2

Being sold out in the semiconductor industry is not like in retail.

The majority of sellers work to a just in time model. You order and they build. This is why the chip shortage occurred automotive had not placed orders and the demand to set up work from home as a result of Covid saw all the foundries tied up with orders to produce for laptops, PC’s etc;

No one at the wholesale OEM level carries inventory.

If I read the Brainchip website correctly they are taking orders and shipping in April.

My opinion only DYOR
Fact Finder

 

[Damo4]

 

[IloveLamp]

https://www.embedded.com/an-mcu-approach-for-ai-ml-inferencing-in-battery-operated-designs/

 

[A8kr1]

Not having enough product does not strike me as a good thing.

When will new product be available etc.

Have to keep potential customers engaged.....sold out is not what they want to hear. IMO

Not sold out: "Wow what a bad look, no one wants it"
Sold out: "Wow what a bad look, potential clients won't be able to get one"

 

[Jasonk]

Akida™ Edge AI Box
$799.00
SOLD OUT
Learn More


Very interesting indeed, a number of our products have been confirmed as SOLD OUT

Yes shareholders, 2024 is just starting to become critical as demand for Brainchip's technology is about to go up a notch or 3

Love our company...Tech

Wow, time to move away from the PCIe card , only took me 2 years to use it

 

[TECH]

The question is how many were ready for offering?

The answer to that loaded question is, one we don't know that information, and two, whether it was 2 or 50 is doesn't matter at this
point, remembering that VVDN Technology is also supplying (offering) this product to it's customers, or another point is, how many
AKD 1000 chips were actually available in the first place, but as the company has already stated, it's main objective was to get more
of the technology into individuals hands not to be a revenue marker, as we the company are still first and foremost an IP provider.

I'd also suggest the players whom have the deepest pockets got hold of one, the companies that will eventually drive Brainchip to
the top of the food chain with our 1% + market share (sarcasm)...just my opinion based around your question.

Regards.....Tech.

 

[IloveLamp]

@Slade

Did you know?

BrainChip on LinkedIn: #neuromorphic #ai #neuromorphicai #edgecomputing

Maximize efficiency with BrainChip’s #Neuromorphic #AI in edge computing! On-device processing reduces resource usage—compute, memory, and latency—compared to…

www.linkedin.com

 

[Fact Finder]

Here is a wild thought.

VVDN are the makers of Edge Boxes for Nvidia and Qualcomm and others. This kind of gives them a bit of knowledge about the Edge Box market and demand.

Brainchip has never made an Edge Box or sold one let alone one with a revolutionary neuromorphic chip as the power house.

What does Brainchip do in those circumstances? I don’t know maybe ask the expert VVDN how big should we make the first production run.

VVDN says well based on our past sales of other Edge Boxes we think you should order ‘X’ number. Okay says Brainchip.

VVDN produce and ship ‘X’ number to Brainchip.

Sales explode. VVDN apologise to Brainchip saying we never expected a reaction like that the market just loves them we can give you another slot just give the word.

Just a wild thought as I said.

My opinion only DYOR
Fact Finder

PS: Major companies like AMD and Nvidia sold out of GPUs when CHATGpt exploded. The selling out of GPUs made Sam Altman a tech legend (and very rich).

 

[Boab]

https://www.embedded.com/an-mcu-approach-for-ai-ml-inferencing-in-battery-operated-designs/

View attachment 56887

That cat looks like me after Tuesdays U turn

 

[Evermont]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was in possession of the only completed unit during a recent presentation.

 

[Slade]

@Slade

Did you know?

BrainChip on LinkedIn: #neuromorphic #ai #neuromorphicai #edgecomputing

Maximize efficiency with BrainChip’s #Neuromorphic #AI in edge computing! On-device processing reduces resource usage—compute, memory, and latency—compared to…

www.linkedin.com

View attachment 56888

 

[Teach22]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was also in possession of the only completed unit during a recent presentation.

View attachment 56889

Interesting how posters feel they have to apologise if they are about to say something that isn‘t positive.

My opinion is, we haven’t commenced sales so not sure how it can be “sold out”.
Pre-orders are still available.
Confusing.

 

[perceptron]

The edge box is out and available for pre-order! A few photos with the cover off to show the ports and other details would be nice. Futher, the specifications say "AI/ML Accelerator: 2 x AKD1000 (BrainChip Akida Chip) Over PCIe" which is interesting. I am hoping for a product demo video with one of our scientists using it in the field so other peers may see its capabilities. Well done to the team and VVDN, another milestone achieved.

 

[buena suerte :-)]

After a great couple of days (apart from one 'little glitch'!!!!) ..Lets hope our Green run continues with world markets closing in positive territory

 

[ndefries]

Not to be a wet blanket but have we actually commenced sales? The below references pre-orders. I also recall Rob was in possession of the only completed unit during a recent presentation.

View attachment 56889

I think there is a very simple answer here. This is being promoted on the brainchip shop that is set up for adding items to a cart and being paid for and shipped. This is a special release product that isn't available for shipping just now. They want to qualify the buyer. This is just another promotional opportunity to show the products available and start conversations with buyers.

 

[Dijon101]

Would prefer to call it a healthy correction rather than a "glitch"

 

[Justchilln]

Does anybody know if megachips are able to use the gen 2 IP or do they need another license?

 

[Boab]

Very interesting. Will we be next?

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[Boab]

Very interesting. Will we be next?

Share Trading

Share Trading with Westpac gives you the tools you need to trade smarter. Access 15,000+ investment options across Australian shares, global markets, ETFs and more.

research.sharetrading.westpac.com.au

After this announcement we might see a few more buyers looking for quality tech stocks.

 

[Getupthere]

https://www.reuters.com/technology/japanese-chipmaker-renesas-buy-australian-software-firm-altium-59-bln-2024-02-14/