BRN Discussion Ongoing

[Boab]

View attachment 59103

Nice find @White Horse
We get a mention with our partnership with TCS.

Neuromorphic MEMS Systems for Intelligent Applications - Lumenci

MEMS are microscopic sensors, actuators, and transducers with moving mechanical parts. The brain-like neural computing promise a surge in IP.

www.lumenci.com

 

[7für7]

N

Oh wow, great find WH.

One thing that stands out here for me, is in the major industry players the size of these companies as compared to Brainchip.

No one should say later, “if I knew it, I would invest earlier into brainchip”

 

[Boab]

View attachment 59103

When I look at that Major Industry Players list I'm thinking the 1% rule is going to be blown out of the water.

 

[Space Cadet]

https://www.theregister.com/AMP/2024/03/13/google_tpu_sifive_riscv/

SC

 

[Evermont]

View attachment 59103

Thanks @White Horse

Here's the Major Industry Players by market cap.

The numbers aren't spot on but are good enough to provide some perspective.

 

[Boab]

https://www.theregister.com/AMP/2024/03/13/google_tpu_sifive_riscv/

SC

And remember what Phil Dworsky said about the Akida 2nd Gen

 

[McHale]

Here's a question, probably for Diogenes (unless this is so obvious and I'm missing something soooo simple.)
Why is cooling an issue in space when for the most part it's close to absolute zero?

Try weight, size, one or few shot learning and there's that thing of low power consumption.

 

[davidfitz]

Leaked docs hint Google may use SiFive RISC-V cores in next-gen TPUs​

MSN

 

[Investig8ed]

40:25 mark
Iceberg detection🛳
It's just the tip of the iceberg but this it is growing.
Add another above the water line.

 

[Rach2512]

Who was that!

 

[IloveLamp]

Mr Lewis " celebrates" this? Weird.

Purdue Boosts Gilbreth Cluster's Power with 80 NVIDIA A100 GPUs to Accelerate AI and Physics Simulations

March 10, 2024 — After expanding the Gilbreth community cluster’s GPU nodes in 2022 and yet again last year, the Rosen Center for Advanced Computing (RCAC) has once again added […]

www.hpcwire.com

 

[TopCat]

https://www.theregister.com/AMP/2024/03/13/google_tpu_sifive_riscv/

SC

The reporter only had to google sifive + second gen and he could’ve found his answer in 20 seconds

 

[JoMo68]

View attachment 59103

That’s quite auspicious company!!

 

[GazDix]

Thanks @White Horse

Here's the Major Industry Players by market cap.

The numbers aren't spot on but are good enough to provide some perspective.

View attachment 59106

Nice table,

Shows the bigger picture. What is remarkable is that the MC of Apple, Microsoft and Nvidia alone is larger than the GDP of most countries. Canada's GDP is just under $2 trillion.

I also find it ridiculous that the estimated TAM of 'neuromorphic computing' in many reports is only $20 billion by 2030. I have no idea how they come up with that. I think it will be multiples more. For perspective, Cardano, Dogecoin and XRP which can arguably be described as dogshit cryptos have an MC more than that now.

My moon maths: multiple royalty revenue steams from tons of different sources that utilises BRN's IP that is produced with very little costs of production, I would expect Brainchip to get half of that in our peak year (profit of $10 billion) hopefully later this decade (NVIDIA has already generated $30 billion profit so far this year).

$20 billion...nahhhh.

 

[davidfitz]

https://www.theregister.com/AMP/2024/03/13/google_tpu_sifive_riscv/

SC

Sorry SC didn't realise you had already posted the article

 

[DingoBorat]

I know we are working with Perdue, but thought we weren't involved in the a100?

Yet Mr Lewis " celebrates" this? Weird.

Purdue Boosts Gilbreth Cluster's Power with 80 NVIDIA A100 GPUs to Accelerate AI and Physics Simulations

March 10, 2024 — After expanding the Gilbreth community cluster’s GPU nodes in 2022 and yet again last year, the Rosen Center for Advanced Computing (RCAC) has once again added […]

www.hpcwire.com

View attachment 59112

He must be using it a lot in his research?

"All of these upgrades to Gilbreth are part of RCAC’s ongoing investment in supporting researchers doing AI and machine learning work, and dramatically accelerating physics-based simulations. Due to the swift sell-out of recent expansions upon implementation, RCAC has proceeded to augment Gilbreth by adding nodes to effectively meet the escalating demand".

 

[Mt09]

I know we are working with Perdue, but thought we weren't involved in the a100?

Yet Mr Lewis " celebrates" this? Weird.

Purdue Boosts Gilbreth Cluster's Power with 80 NVIDIA A100 GPUs to Accelerate AI and Physics Simulations

March 10, 2024 — After expanding the Gilbreth community cluster’s GPU nodes in 2022 and yet again last year, the Rosen Center for Advanced Computing (RCAC) has once again added […]

www.hpcwire.com

View attachment 59112

Didn’t realise Brainchip’s working with Purdue?

 

[Frangipani]

View attachment 59103

I honestly don’t get the enthusiasm about this post by Lumenci that describe themselves as “the technology industry’s most strategic patent monetization partner”:

Their disclaimer says the report is based on publicly available information and is considered to be reliable?

Since when are all those companies “major industry players” in neuromorphic technology??? Some of them have verifiably done neuromorphic research, but we haven’t exactly heard or read much about let’s say Qualcomm’s Zeroth in recent years. So as far as we know from “publicly available information”, IBM and Brainchip are the only major neuromorphic players among those companies, and IBM’s neuromorphic tech isn’t even commercial, yet! Neither is Intel’s, which Lumenci completely failed to list as a major player?! Not to mention other neuromorphic tech companies... That’s just laughable!

Lumenci obviously haven’t done their research. Definitely not a consulting company I would trust…

 

[IloveLamp]

Didn’t realise Brainchip’s working with Purdue?

Maybe not? My bad. I thought they were part of our uni program.

Perhaps it is associated with one of our partners, gf maybe?

Edit:

Purdue University and GlobalFoundries partner to strengthen research and development, semiconductor education

Purdue University, a public university with leading semiconductor workforce development and R&D programs, and GlobalFoundries (Nasdaq: GFS) (GF), a global leader in feature-rich semiconductor…

www.purdue.edu

 

[DerAktienDude]

Amazing find you guys. Thanks a lot.
This lead is hotter than anything we’ve ever seen so far.

Leaked docs hint Google may use SiFive RISC-V cores in next-gen TPUs

Would put those AI accelerators out of Arm's reach, at least

www.theregister.com

“And as we've previously reported, at least some of these accelerators are already using SiFive's Intelligence X280 cores as a coprocessor to manage the device and feed Google's matrix multiplication units (MXU) with numbers to crunch.”