BRN Discussion Ongoing

[7für7]

Unfortunately in the real world of business they have not successfully achieved anything since the last AGM.

No new IP deals is a fail IMO.
Let’s see what they can do in the next 2 months leading up to the next AGM.

I couldn’t care less if the share price is at 15 cents or it’s at 50 cents.

Don’t be fooled.

We are the shareholders and as shareholders we need results, that’s the real world ladies and gentleman.

IMO they have had 4 years since the release of the original chip and they have had enough time to turn tyre kickers into buyers.

Yes but as a shareholder no one forced you to invest in this stock no need to behave like a pimp in a “where is my money bitch?” Way… also you are free to decide to sell if you think there is no hope. Or you go and send a resume to brainchip to work of them to make it better if you have great ideas IMO…

 

[manny100]

All the highly paid downrampers must be over at the crapper

View attachment 59697

Yep. Spit on. They actually employed a real clown to downramp. Evismdently he served his apprenticeship here before getting the boot.

 

[jtardif999]

Unfortunately in the real world of business they have not successfully achieved anything since the last AGM.

No new IP deals is a fail IMO.
Let’s see what they can do in the next 2 months leading up to the next AGM.

I couldn’t care less if the share price is at 15 cents or it’s at 50 cents.

Don’t be fooled.

We are the shareholders and as shareholders we need results, that’s the real world ladies and gentleman.

IMO they have had 4 years since the release of the original chip and they have had enough time to turn tyre kickers into buyers.

That is your world not mine. You may think it’s real but in the context of the technical revolution BrainChip is attempting to unfold you are not privy to what is going on behind the scenes. You are just a shareholder with your own opinion and experiences which can’t match up in this context because what they are attempting has not been done before.

 

[buena suerte :-)]

The point is that some here think that just because they've invested a few bucks here, they have the right to pass judgment on a board member. They think they can assess whether they're doing a good job or not, and can strip them of any bonus just because the stock price doesn't meet their expectations. However, the stock price is not really decisive and often does not reflect the actual condition of a company. They have achieved great things and everyone is waiting for the future. And I'm not talking about tomorrow or the day after tomorrow, but about one or two years. Some people's investment horizon leaves something to be desired. Yes, I sometimes post nonsense, but only because I associate this with fun and see it as a pastime. I'm not as obsessed as some and I don't stress out every day about the stock price. I am aware of my risk... I am convinced... I see progress. If it doesn't work out in the end, I'll just have to accept it. I'm not a member of the board and I don't work for BrainChip either. I have invested and hope to get a piece of the pie. That's all. And thanks to everyone who takes the trouble to dig up news every day. Have a nice weekend

 

[rgupta]

My letter to Sean:

Dear Sean,

Looking forward to meeting you at the up-coming AGM. Boy did we have a great time last year!

It's so good that you are excited about the year ahead, and that you have taken some difficult decision this year. I'm so glad that rotter Stevens was given the boot, let me tell you (even though he was a good dancer - what was it? The limbo?)

But this brings me to the reason for my email. We can only okay remuneration based on achieved results and not the effort expended.

These are difficult times, and well, we all need to tighten our belts. I realize that you have a grand plan to sell only IP and not chips, as this would maximize our profit down the tack. But we are not down the track yet, as I'm sure you'll agree.

If only you had decided to manufacture a small batch of our most powerful Akida2 variant, we might have signed off on a new licensing agreement that would have paid for the manufacturing, and a big pile of remuneration for you. But you stuck to your guns and stayed true to your word!

Your firm approach is commendable, except that your remuneration bonus will need to be delayed until your planned super-revenue can be realized.

Sadly we can not postpone your remuneration bonus, unless this is something that you organize. We can only vote on what you put before us.

Thus it is with profoud regret that we must vote down this year's bonus even though it will cause some chaos in the office and on the ASX. But then shares do what shares will do. But just imagine what we can do for you next time!

There is a big change from last AGM
Most of the holding changed hands and getting into the right hands. e.g as a believer I increased my holdings 10 times from the last agm. Similarly a lot more believer inhanced their holdings. Downrampers opportunities finished at ultra low prices.
Or you want to tell us that downrampers buy on those ultra low prices to make sure they can vote negative at AGM.
To me very important aspect of investing is time and patience. Time will never remain same and impatient will always lose.
So yes stay tuned to the next AGM.
Dyor

 

[Bravo]

AI is driving data centres to the edge​

By Ben Selier , Vice President, Secure Power, Anglophone Africa, Schneider Electric.
22 Mar 2024

Ben Selier, Vice President, Secure Power, Anglophone Africa at Schneider Electric.
The data centre has become the cornerstone that links our digitally interconnected world. At the same time, the rapid growth and application of artificial intelligence (AI) and Machine Learning (ML) is shaping the design and operation of data centres.
The training requirements associated with AI are driving new chip and server technologies and the need for extreme rack power densities.
The distinction between training and inference is critical when designing AI systems. Training workloads are used to train AI models like large language models (LLMs). These workloads require massive amounts of data fed to specialised servers with processors known as accelerators.
Inference models might be deployed on edge devices or cloud servers, depending on the application's needs, and take the previously trained AI model into production to predict the output of new queries (inputs).
This demand for high-performance computing has led to increased requirements for powerful servers, GPUs (Graphics Processing Units), and other specialised hardware within data centres to support workloads.
At the same time, the rise of edge computing, where computing resources are brought closer to the location where data is generated, is driven in part by AI applications.
Edge data centres are deployed to reduce latency and enhance the performance of AI applications in scenarios where real-time processing is critical like monitoring the movements of hospital patients to keep them safe.
The servers supporting these AI applications use advanced AI chipsets, more commonly known as AI accelerators. These chipsets play a crucial role in enhancing the performance of AI applications across various domains.
Energy consumption and demand for power
Modern data centres use high-density servers and equipment that demand more power for processing. This leads to concentrated energy usage in smaller spaces, increasing the overall energy footprint, which can raise concerns about the amount of energy required to process AI operations.
For example, if your AI model is operating emergency vehicle routing, it will need to process high-definition videos and traffic patterns to perform real-time operations to clear the traffic.
This would probably be an IT network of high speed, networked edge AI data centres that could process a larger amount of data and deliver real time decisions and predictions.
As the dependence on AI continues, new technologies and techniques will be deployed to make AI faster and more accurate and efficient.
One of these techniques is moving compressed models to the edge in the form of edge AI data centres. This will enable businesses to match the application to the model and optimise performance and the energy use.
The rapid growth in data traffic
The emergence of autonomous AI agents and decision-making programs holds the potential to revolutionise various aspects of business operations. These intelligent programs perform tasks independently, adapting and learning from its environment.
With increasing AI-driven automation, data centre employees can then automate routine tasks, reduce manual workloads and enhance overall efficiency as responsibilities such as server system maintenance or system monitoring can be handled by these intelligence programs.
AI and data centre evolution
As AI technology advances, it will continue to influence the design and operation of data centres. While these advancements bring efficiency and innovation, it also poses challenges related to energy consumption, and power and cooling systems.
This relentless advancement of AI is only going to continue, and to meet these evolving needs, the data centre industry needs to adapt.
Schneider Electric offers guidance on best practices for embracing scalable and flexible infrastructure design to support intensive AI workloads. Strategies include deploying high-efficiency and high-capacity power systems and liquid cooling systems, 48U wide enclosures, upgrading hardware, and data centre infrastructure management.

AI is driving data centres to the edge

The emergence of autonomous AI agents and decision-making programs holds the potential to revolutionise various aspects of business operations.

itweb.africa

 

[Bravo]

Apple and Edge AI.

Market 'under-appreciating AAPL's Edge AI initiatives' says Morgan Stanley​

AuthorSam BougheddaStock Markets

Published Mar 22, 2024 08:13AM ET

© Reuters. Market 'under-appreciating AAPL's Edge AI initiatives' says Morgan Stanley

AAPL
+0.53%

Morgan Stanley believes the market is currently underappreciating Apple's (NASDAQ:AAPL) Edge AI initiatives, adding that they see catalysts ahead for the stock.
The firm reiterated its Overweight rating and $220 price target on the stock, saying they see a positively skewed risk-reward at current levels.

The investment bank believes the "upcoming Gen AI announcements can more than offset other, commonly cited, investor concerns (China demand, DOJ lawsuit) to catalyze outperformance."
While Morgan Stanley acknowledges a reversal in negative sentiment won't happen overnight due to "lingering China demand concerns and the recently filed DOJ lawsuit," they believe Apple's early June developer conference and mid-September iPhone 16 launch are important catalysts.
These catalysts "can improve investor sentiment and reinvigorate the bull case, as compelling new AI features embedded into the iPhone 16 can catalyze an iPhone upgrade cycle - historically a key driver of outperformance - and accelerate Product/Services spend per user as Apple becomes the leader in Edge AI, which we see as a tailwind to Apple's earnings power and multiple," said the bank.

Market 'under-appreciating AAPL's Edge AI initiatives' says Morgan Stanley

Market 'under-appreciating AAPL's Edge AI initiatives' says Morgan Stanley By Investing.com

Market 'under-appreciating AAPL's Edge AI initiatives' says Morgan Stanley

www.investing.com

 

[Smoothsailing]

Considering his position I am pretty sure he is just an investor like us and maybe the google lady as well.

On the contrary he indeed could be apart of the bigger internal development cycle

 

[Newk R]

Since when has it become inappropriate for a shareholder to express his opinion or disappointment in a company's performance, or, indeed, it's board. As a matter of fact, I believe it is incumbent on shareholders to do exactly that. It is important that the board knows the sentiments of the shareholders, be it positive or negative. They need to continually critique their own performances to ensure that they are on top of their game and are moving in the most beneficial direction for shareholders and the company itself. If the only feedback they get is positive, there is a real danger that nonchalance or even apathy may creep into to their MO. I am no saying that is the case here, however, I am saying that the board must be accountable.
I am no down ramper, that is for sure. I am heavily invested in BRN and have been for close to 10 years now. I have ridden the ups and downs, the false senses of security, the optimism and negativity all the way. I have increased my holding every year and am still a true believer.
To those that would attack BRN shareholders who merely express their concerns, hopes and disappointments, without down ramping, I would say accept those views as a healthy part of investing.
To those who have no other agenda but to intentionally down ramp BRN in this, or any other place, I would say you are at the bottom of the food chain feeding on the waste of others.
My opinion only. DYOR.

 

[Pom down under]

View attachment 59715

And so you should

 

[Euks]

Since when has it become inappropriate for a shareholder to express his opinion or disappointment in a company's performance, or, indeed, it's board. As a matter of fact, I believe it is incumbent on shareholders to do exactly that. It is important that the board knows the sentiments of the shareholders, be it positive or negative. They need to continually critique their own performances to ensure that they are on top of their game and are moving in the most beneficial direction for shareholders and the company itself. If the only feedback they get is positive, there is a real danger that nonchalance or even apathy may creep into to their MO. I am no saying that is the case here, however, I am saying that the board must be accountable.
I am no down ramper, that is for sure. I am heavily invested in BRN and have been for close to 10 years now. I have ridden the ups and downs, the false senses of security, the optimism and negativity all the way. I have increased my holding every year and am still a true believer.
To those that would attack BRN shareholders who merely express their concerns, hopes and disappointments, without down ramping, I would say accept those views as a healthy part of investing.
To those who have no other agenda but to intentionally down ramp BRN in this, or any other place, I would say you are at the bottom of the food chain feeding on the waste of others.
My opinion only. DYOR.

Well said mate,

Whilst the research and dot joing here is amazing people should not lose sight of things management say and and do.

Coming into this years AGM It’s always worth reading last years and reflecting on what was said.

For instance, we should expect major product announcements every 12 to 18 months which hopefully means Akida 3 is just around the corner…

But then also the CEO said they would be aggressively selling over the next 12 months……

I don’t think people should be lynched for expressing discontent with management when the CEO says such statements that are not followed up..

He does have a couple months left though.

https://www.listcorp.com/asx/brn/brainchip-holdings/news/annual-general-meeting-addresses-and-presentation-2877267.html

 

[DK6161]

Since when has it become inappropriate for a shareholder to express his opinion or disappointment in a company's performance, or, indeed, it's board. As a matter of fact, I believe it is incumbent on shareholders to do exactly that. It is important that the board knows the sentiments of the shareholders, be it positive or negative. They need to continually critique their own performances to ensure that they are on top of their game and are moving in the most beneficial direction for shareholders and the company itself. If the only feedback they get is positive, there is a real danger that nonchalance or even apathy may creep into to their MO. I am no saying that is the case here, however, I am saying that the board must be accountable.
I am no down ramper, that is for sure. I am heavily invested in BRN and have been for close to 10 years now. I have ridden the ups and downs, the false senses of security, the optimism and negativity all the way. I have increased my holding every year and am still a true believer.
To those that would attack BRN shareholders who merely express their concerns, hopes and disappointments, without down ramping, I would say accept those views as a healthy part of investing.
To those who have no other agenda but to intentionally down ramp BRN in this, or any other place, I would say you are at the bottom of the food chain feeding on the waste of others.
My opinion only. DYOR.

Very well said

 

[MDhere]

Good Morning Chippers ,

Looking foward to the week ahead .

Revised BRAINCHIP SCROLL attached.

We now have atleast 60 entitys in cahoots with us.

Regards,
Esq.

Hey Esq, I know these people might be small fish but everything joins up sooner or later. I notice that our engineer Sasskia Bruers may or still involved? On the website we are still listed as Partners with them. I couldn't get the page to translate to english but it was a 3 yaar project finishing i think this year or may have just finished. So maybe they can get a lilttle mention on your famous scroll in case it resurfaces into a bigger fish oneday. Terroiko ( i know this company was mentioned back in 2022 by our resident sleuths as well)

TerrOïko | Psi-Biom : plateforme numérique de services intégrés pour le suivi de la biodiversité par les objets connectés et la modélisation

Développer une plateforme de traitement de données combinant l'internet des objets, l'intelligence artificielle et la modélisation des dynamiques écologiques.

www.terroiko.fr

 

[Esq.111]

Hey Esq, I know these people by be small fish but everything joins up sooner or later. I notice that our engineer Sasskia Bruers may or still involved? On the website we are still listed as Partners with them. I couldn't get the page to translate to english but it was a 3 yaar project finishing i think this year or may have just finished. So maybe they can get a lilttle mention on your famous scroll in case it resurfaces into a bigger fish oneday. Terroiko ( i know this company was mentioned back in 2022 but our resident sleuths as well)

TerrOïko | Psi-Biom : plateforme numérique de services intégrés pour le suivi de la biodiversité par les objets connectés et la modélisation

Développer une plateforme de traitement de données combinant l'internet des objets, l'intelligence artificielle et la modélisation des dynamiques écologiques.

www.terroiko.fr

Good Afternoon MDhere ,

Thankyou .

Don't recall reading about this group before.

Indeed thay shall be added to THE SCROLL.

* listening to the BBC radio some time ago there was a British firm on a oceanographic ship utilising cameras on submersible ROVs to meander around looking for new aquatic species both flora & fauna.

* also just recently , think it was a New Zealand Government scientific ship , had a look around the southern island, New Zealand , offshore ( there is a rather deep trench ) , Were thay discovered some 100 new creatures yet to be documented.

Would love to see our tech integrated into a few of these , Goverment funded , off shore expiditions, explorations.

From memory James Cameron , made a few bob in the movie game , has a private yacht together with a several person submersible.
This kind of recognition would be great for our company , probably more so than space endeavours, As more mere mortals relate to the world in which thay are immersed as opposed to far off planets etc.

Good find once again .

Regards,
Esq.

 

[jtardif999]

Well said mate,

Whilst the research and dot joing here is amazing people should not lose sight of things management say and and do.

Coming into this years AGM It’s always worth reading last years and reflecting on what was said.

For instance, we should expect major product announcements every 12 to 18 months which hopefully means Akida 3 is just around the corner…

View attachment 59751 View attachment 59751


But then also the CEO said they would be aggressively selling over the next 12 months……

I don’t think people should be lynched for expressing discontent with management when the CEO says such statements that are not followed up..

He does have a couple months left though.

https://www.listcorp.com/asx/brn/brainchip-holdings/news/annual-general-meeting-addresses-and-presentation-2877267.html

Aggressively selling over the next 12 months not being followed up is your opinion only. You seem to measure the selling and whether it is aggressive by how many IP agreements we currently have? We would all love news of an IP signing. The company has been front and centre with all edge AI related engagements particularly this year and since CES, I think the foundation is being laid carefully and broadly for perhaps an avalanche of IP agreements over the next 12-18 months. The technical landscape is shifting to the edge. This is building and all of the pieces of the jigsaw puzzle are falling into place and BrainChip is set to capitalise on the shift. This year marks the beginning of this shift imo, the beginning of the next Industrial Revolution. BrainChip has the key enabling technology for this revolution imo and I believe a lot of things have started to fall into place creating unprecedented opportunity. Space tech, military tech, advanced driving, both general and cyber security, smart cities, smart homes and the list is ever increasing. As has been said before there’s use cases for Akida that haven’t been thought of yet. From the very small e.g. securing the 6G network to the very large like enabling autonomous ships to safely navigate the worlds oceans AI will pervade, we just need to be patient for a little longer and then I think things will start to get really exciting.

 

[Frangipani]

Looks like we have a massive fan over at GOOGLE and interestingly liked an nvidia blackwell post in-between a bunch of brn posts...........

Lucern Ma - University of California, Los Angeles - Taipei, Taipei City, Taiwan | LinkedIn

APAC Regional Cloud Transformation Technical Lead · SUMMARY<br><br>• 9+ years in People Management & Employee Skills Development/Coaching in multinational companies<br>• 10+ years in customer-facing technical leadership roles in Semiconductor and Cloud Computing industries<br>• Experienced in...

www.linkedin.com

View attachment 59721 View attachment 59722 View attachment 59723 View attachment 59724 View attachment 59725 View attachment 59726 View attachment 59727 View attachment 59728 View attachment 59729 View attachment 59730

Given Lucern Ma’s professional background in datacentre/cloud computing and especially taking into account the following three-month old LinkedIn comment of hers on a post by a former Intel colleague she evidently very much enjoyed working with in Taipei more than a decade ago, I’d venture a guess that her enthusiasm for BrainChip, expressed in all those recent likes, is more of a private nature. Which may or may not translate into promoting BrainChip’s tech at her workplace. But I wouldn’t read too much into it at this point.

LinkedIn Login, Sign in | LinkedIn

Login to LinkedIn to keep in touch with people you know, share ideas, and build your career.

www.linkedin.com

Lucern Ma’s work experience on LinkedIn:

Steve Thorne’s work experience on LinkedIn:

 

[Euks]

Aggressively selling over the next 12 months not being followed up is your opinion only. You seem to measure the selling and whether it is aggressive by how many IP agreements we currently have? We would all love news of an IP signing. The company has been front and centre with all edge AI related engagements particularly this year and since CES, I think the foundation is being laid carefully and broadly for perhaps an avalanche of IP agreements over the next 12-18 months. The technical landscape is shifting to the edge. This is building and all of the pieces of the jigsaw puzzle are falling into place and BrainChip is set to capitalise on the shift. This year marks the beginning of this shift imo, the beginning of the next Industrial Revolution. BrainChip has the key enabling technology for this revolution imo and I believe a lot of things have started to fall into place creating unprecedented opportunity. Space tech, military tech, advanced driving, both general and cyber security, smart cities, smart homes and the list is ever increasing. As has been said before there’s use cases for Akida that haven’t been thought of yet. From the very small e.g. securing the 6G network to the very large like enabling autonomous ships to safely navigate the worlds oceans AI will pervade, we just need to be patient for a little longer and then I think things will start to get really exciting.

You are correct, that is my opinion only but it’s backed up with actual facts. Can you tell me what Brainchip have sold in this period of aggressive selling?

The CEO said what he said and has not followed that up. That’s a fact.

The CEO said in a recent Interview that once customers have our IP in their hands it takes several months to a year for them to make a decision.

Akida 2.0 was released to early access partners in March 2023 (to raving reviews from numerous partners) and general public in October 2023.

So what was the decision from all those EAP partners?? That was over 12 months ago. By the CEO’s own words a decision should have been made by now…

Your opinion is that an avalanche of IP contracts will happen in the next 12-18 months setting off the next Industrial Revolution… Thats just hope. Everybody on this page hopes for that, and everybody here has skin in the game hoping for the same thing.

If you go back and read the last AGM you will notice that the CEO said the downturn in the semiconductor industry was one of the factors behind the lack of sales in the previous 12 months.

The semiconductor industry has been firing along the last 6 months with most recording record profits. But we can’t sign one IP licence….

I have no problem with being patient. I still think this technology is the future. But there is a clear disconnect with what the CEO is saying and what’s happening….

 

[Getupthere]

That is your world not mine. You may think it’s real but in the context of the technical revolution BrainChip is attempting to unfold you are not privy to what is going on behind the scenes. You are just a shareholder with your own opinion and experiences which can’t match up in this context because what they are attempting has not been done before.

Then your world is in denial.
Keep on rewarding management for no results.

Wake up buddy.

I and every investor have invested to expect results.

If not why are you and everyone else invested here?

Keep on saying next year is the year.

New technologies will eventually make our technology obsolete

 

[jtardif999]

You are correct, that is my opinion only but it’s backed up with actual facts. Can you tell me what Brainchip have sold in this period of aggressive selling?

The CEO said what he said and has not followed that up. That’s a fact.

The CEO said in a recent Interview that once customers have our IP in their hands it takes several months to a year for them to make a decision.

Akida 2.0 was released to early access partners in March 2023 (to raving reviews from numerous partners) and general public in October 2023.

So what was the decision from all those EAP partners?? That was over 12 months ago. By the CEO’s own words a decision should have been made by now…

Your opinion is that an avalanche of IP contracts will happen in the next 12-18 months setting off the next Industrial Revolution… Thats just hope. Everybody on this page hopes for that, and everybody here has skin in the game hoping for the same thing.

If you go back and read the last AGM you will notice that the CEO said the downturn in the semiconductor industry was one of the factors behind the lack of sales in the previous 12 months.

The semiconductor industry has been firing along the last 6 months with most recording record profits. But we can’t sign one IP licence….

I have no problem with being patient. I still think this technology is the future. But there is a clear disconnect with what the CEO is saying and what’s happening….

“
If you go back and read the last AGM you will notice that the CEO said the downturn in the semiconductor industry was one of the factors behind the lack of sales in the previous 12 months.

The semiconductor industry has been firing along the last 6 months with most recording record profits. But we can’t sign one IP licence…
“
He was saying the downturn has delayed the edge AI take up. But not only the downturn the GenAI ‘phenomenon’ has reshaped everything. On the upside that has made the acronym ‘AI’ household now putting AI front and centre in the media and changing the short term strategies of many companies already intending to invest in AI but instead toward the GenAI boom. It has made a company like NVIDIA very rich as the initial winner in the transition to the fourth revolution but only as their focus is on providing the AI grunt to data centres not to the edge. If you understand what you have invested in then you would get that and see the bigger picture here … it is all about making the edge in all its forms work with data centres, it is inevitable imo. The shift to connecting the edge to the data centre is now underway. Ironically a technology like GenAI having its beginnings in software and GPUs may have provided the biggest rocket to BrainChips long term fortune imo.

Most AI companies have not been making profits btw. Apart from NVIDIA, Microsoft, OpenAI and ARM most have struggled or under performed in the last 12 months.

 

[jtardif999]

Then your world is in denial.
Keep on rewarding management for no results.

Wake up buddy.

I and every investor have invested to expect results.

If not why are you and everyone else invested here?

Keep on saying next year is the year.

New technologies will eventually make our technology obsolete

Your interpretation of no results and mine are worlds apart. If you think the tech that’s currently been called science fiction is going to be superseded anytime soon when the major difficulty BrainChip have had so far is convincing companies to venture into a brave new world then whom ever supersedes them is going to have an even harder time of gaining a hold.