Should shareholders expect lumpy revenue this year too?
If answer is ‘No’ then happy days
, & If answer is ‘Yes’ then I may start looking for funds to top up
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
If answer is ‘No’ then happy days
, & If answer is ‘Yes’ then I may start looking for funds to top up
DingoBorat
Slim
BrainChip will always be shorted, so don't worry..
I'd be interested to know, how many of the current shorts are underwater, or sitting on "paper losses"..
Globally, the figure quoted, for bets against the Semiconductor Industry, would have to now be around 10 Billion US dollars (NVIDIA's recent surge added 3 Billion).
Paper losses, of course means, those losses haven't yet been "realised".
So, you may think that's not so bad..
But the thing is, they can just get worse, if the A.I. Bull Market continues (which is really only just getting started)..
There are those, that would have already covered and repositioned, or changed strategy, but regardless, they still contributed to that rise, with their own brand of A.I...
A.I.B. or Artificially Increased Buying, as they are "forced" to buy, or lose more.
I believe many of the shorts, were already well in the money, at 16 cents, but there just wasn't the volume to convert.
Now the volume's there, but most/many, would be selling at a loss.
Part of our current re-rate, which has already had more than significant churn (a good thing) at these levels, is due to their A.I.B. on top of already strong demand.
Things are looking up
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Mugatu
Member
4 Key Takeaways From Intel's Foundry Business Update
Intel launched its first annual conference for its foundry business Wednesday, where the chipmaker gave more details on its plans and latest corporate and government partnerships.
Intel (INTC) hosted its first annual conference for its foundry business Wednesday, where the chipmaker announced its launch of the "first systems foundry for the AI era," a collaboration with chip designer Arm (ARM), and listed tech giant Microsoft (MSFT) as Intel Foundry's newest customer, among a slew of updates.1 The chipmaker also touched on its plan to become the world's second-largest foundry by 2030, and a boost from government funding amid growing demand for artificial intelligence (AI) tech.
Microsoft Becomes Intel Foundry's Latest Customer
Intel named Microsoft as its latest customer for its custom chip business. The tech giant, which has established itself as a leader in the AI space, said it plans to produce chips using the Intel 18A process.“We are in the midst of a very exciting platform shift that will fundamentally transform productivity for every individual organization and the entire industry,” Microsoft CEO Satya Nadella said at the event. He added that to achieve this vision, Microsoft needs "a reliable supply of the most advanced, high-performance and high-quality semiconductors," and said "that’s why we are so excited to work with Intel Foundry, and why we have chosen a chip design that we plan to produce on Intel 18A process.”
The deal with Microsoft could help Intel establish itself as a leading foundry while providing Microsoft with the necessary hardware to run its AI tech.
Intel said that Intel Foundry’s expected lifetime deal value is greater than $15 billion in total across its wafer and advanced packaging segments.
Intel Announces Arm Collaboration
Intel also announced a partnership with chip designer Arm for Intel Foundry to provide cutting-edge foundry services for Arm-based system-on-chips (SoCs).The companies said they will make co-investments and Arm will provide IP at scale to "fuel this next wave of innovation."
Arm shares have gained close to 80% this year as the chip designer caught investors' attention as a major benefactor of the AI boom.
Ok but maybe you can ask if there is a reason why Mercedes and NASA is not on the partners page? They are mentioned in other pages, but missing on the partners page… would be interesting to see what they answer
mrgds
Regular
"No answer would be the stern reply"
Fullmoonfever
Top 20
Probs cause they're potential end users / customers who trialed the product via early access but not involved as a tech, integration, uni type "partner" would be my guess.Ok but maybe you can ask if there is a reason why Mercedes and NASA is not on the partners page? They are mentioned in other pages, but missing on the partners page… would be interesting to see what they answer
If MB / NASA eventually use us in a commercial sense, it'll probs be via one of our partners maybe.
Good point! But our imagination is unlimited! Would like to hear it from them
I would think for example they are not partners any more… they are customers… 🫵 Ha got cha!
CrabmansFriend
Regular
Would be nice if we could get a glimpse of Akida‘s future aka is there some kind of roadmap that could be shared?
supersonic001
Regular
#mwc24 | Arm
We're joining forces with tech leaders and academic institutions as a founding member of the AI-RAN Alliance. Announced today at #MWC24, we'll work collaboratively with industry-shaping companies to integrate AI into radio access network technology and mobile networks for 5G and 6G. This has...
First quarter of 2025 I read
rgupta
Regular
There are two types of partners me...and NASA may not fit in those two categories.
Tothemoon24
Top 20
We're joining forces with tech leaders and academic institutions as a founding member of the AI-RAN Alliance.
Announced today at #MWC24, we'll work collaboratively with industry-shaping companies to integrate AI into radio access network technology and mobile networks for 5G and 6G. This has the potential to unlock new economic opportunities by:
Enhancing mobile network efficiency Reducing power consumption Enabling greater innovation
Mugatu
Member
sorry for my ignorance but
How long would it take for revenue to show up in a quarterly?
I.e. when is or who pays the ip fee/license payed to brainchip?
when a foundry manufactures a chip that uses brainchip ip?
or
when that chip is ordered by someone like arm from the foundry?
or
when a consumer product is manufactured that uses that arm chip (eg a phone) ?
or
some other trigger
thanks
How long would it take for revenue to show up in a quarterly?
I.e. when is or who pays the ip fee/license payed to brainchip?
when a foundry manufactures a chip that uses brainchip ip?
or
when that chip is ordered by someone like arm from the foundry?
or
when a consumer product is manufactured that uses that arm chip (eg a phone) ?
or
some other trigger
thanks
FJ-215
Regular
Bravo
If ARM was an arm, BRN would be its biceps💪!
Nintendo Switch 2 launch date is (possibly) a few months away | Stuff
Is the Switch 2 launch on the horizon? The latest rumours point to an imminent Switch 2 unveiling. But we're not getting our hopes up. Yet.
www.stuff.tv
Hi Mrgds, can you ask Sean did both Sam Altman and Gelsinger saw the demo and did they like the demo?
Thanks
Pom down under
Top 20
mrgds
Regular
buena suerte :-)
BOB Bank of Brainchip
Looks very impressive Just a couple of snippets
Just a couple of snippets Similar threads
