BRN Discussion Ongoing

[Jacob Kiraz]

How good will it be 1 day when deals are signed on a regular basis

 

[Bravo]

Video Transcript Arm CEO, Renee Haas​

Moving on arm holdings getting added to the NASDAQ 100 today, the British semiconductor company will also be incorporated in several other NASDAQ indexes.

Shares of arm up nearly 100 and 40% since its public debut back in September, Haas arm holding CEO joining us now, Renee, it is good to see you and, and maybe start on that news, Renee, I'm just interested in how you, you know, how you think about it.

What does it mean for arm to be included like this?

Do you see it, Renee as you know, maybe a kind of milestone for the company.

What, what are you telling your team?

Well, uh thanks for having uh having me.

It's certainly a milestone.

It's something we're, we're proud of.

Uh the NASDAQ 100.

That's a, that's an elite company.

So for arm to be included on it, it's a, it's a very, very cool day and the employees and company are excited and so as you have this day and you're excited, I am curious because there's been so much talk lately, Renee about retail investors, right?

We've seen some glimmers again in the market of the meme stock trade.

I think Tesla is a part of this phenomenon as well with its retail stock, uh retail shareholder participation in its recent vote, for example.

So how are you thinking about that cohort of people who are interested in, in potentially owning arm holding stock?

You know, honestly, I don't think about it that much.

Uh My focus is really on the strategy trying to grow the company.

Uh One of the things I love most about my job is that I'm usually having discussions about technology in 2026 2027 2028.

Uh thinking about, you know, the question you just asked, I, I understand the question but it's actually not where I spend a lot of my focus.

Uh Renee, let's talk about one area I'm guessing is a focus for you, which is the mega trend of A I, you know, Rene we spend so much time on this show, of course, talking about it.

Investors are very excited and I, I know Renee, you, you know, I would argue, I'm sure, you know, um I think in fact, the last time we spoke, Renee, you said, you know, basically you can't run A I without ac pu can you just walk us through Renee?

You know how you think about the opportunity for arm here?

How, how big is the opportunity when we talk about this mega trend of A I?

How do you quantify it, Renee?

Yeah, I think that Uh And, and I was around, you know, during the.com uh era, in fact, to me.com kind of started even in the late nineties with the browser and then the build out of the internet.

Uh To me, this is much more profound uh because what A I is going to do is that it is going to really, really change people's lives in terms of productivity, whether that's call centers, it can become 100% automated uh healthcare, uh bioresearch where you can cut the research of a cancer drug from 10 years to five years to three years.

This is all gonna be capable with A I and then every device that we use the data center, the automobile, your PC, your smartphone, they all need to run A I there, there's, there's no quibble around that.

And since 70% of the world's devices today use arm and they have to use A I on top of the arm based platform already.

It's just natural that we're going to be involved in it.

So it's something we spend a lot of time on.

But I don't think it's hyped at all.

I think it is going to be something that uh when we look back in terms of what the capabilities are and what it unleashes, it's gonna be a momentous time in history.

Well, Renee, it's so interesting the relationship between A I and arm because I gotta tell you coming up to the drumbeat of your IP O last September when there was a lot of talk about A I, we were talking to a lot of who were saying A I is not really the story for Arm yet that it's still early.

And so it seems though that you have been gaining a little steam in that area.

So can you tell our, our listeners and viewers right now kind of where you are for Arm in that cycle?

Yeah, I thank you for the question.

I think respectfully, uh the analyst maybe didn't quite understand or have a, an appreciation at the pace at which things were moving.

Uh There was a belief that A I meant you're running a large language model in the data center.

But if you look nine months later, we have an A I PC, we had Chet Chet G BT 40 running on a mobile phone doing voice recognition, which is being done in conjunction with the cloud and the local device.

You have Gemini uh an A I tool that runs on your cell phone.

Nobody was talking about those things a year ago and to be fair, it's not because the analyst didn't understand it.

It's just the pace that this is how this is moving.

And by definition, uh because of all the investments taking place in terms of training, all that training needs to find its way into applications.

And most of those applications will be in your handheld devices.

Or your consumer devices.

So I think even the analysts probably didn't have a sense of just how fa how fast things are going.

And one of the things we'd like to talk about is that software is moving far faster than the hardware.

So I think that's the key learning that we've seen and, and perhaps the analysts as well.

And Renee, let's talk, let's talk smartphones as well.

I'm just get your take because you know, we, we've had analysts um come on the show, Renee and say, listen, they, they think A I is gonna prove to be a real tailwind for the smartphone market, at least, you know, the premium segment is that how you see it, Renee and what, what would that mean for or I think it will be a tailwind.

You know, remember that these smartphones iterate every single year and they add new and new technology which puts a lot of strain on the system in terms of battery performance heat.

Now, when you have to run A I applications in addition to all the applications you were running before, uh that's a complex design problem.

It's also a problem that arm is very, very good at solving.

And since most of these devices are already arm based and the software runs on arm, it's pretty natural that we're going to be in the center of all of that.

So uh we're pretty excited about the tailwind, not just for phones, but for a IP CS, uh automobiles, consumer devices.

I think all of them are going to see a tailwind in the next number of years.

Renee, it seems as though when you talk about the speed at which things are moving, that the speed has maybe moved a little bit more on the enterprise side, we've seen an enormous amount of demand on the consumer side, perhaps less so.

And so I'm curious to get your take because you're so enmeshed with this, what sort of the killer app on the consumer side could potentially be for A I or the killer use case?

Yeah, I, I don't think we know yet is the honest answer.

If you think about the, the move from three G to four G, you know, a number of years ago, no one could tell you that the killer app was gonna be, uh, I now can order a car on demand.

That'll know where I'm standing or I can now get a rental property at a very, very low discount and I can find them all very quickly.

But that's Airbnb and Uber, you know, those, those apps were unleashed with four G. Now, when we think about A I at the consumer, I think first off, we need to get the hardware capable, which is happening and then the apps will follow.

But uh the history has kind of shown that that's how the model tends to work.

So I don't know that the killer app is out there yet, but I'm also very confident that it will be very soon.

Renee, it is always great to have you on Yahoo Finance.

Thanks so much for joining us.

Thank you.

Analysts underestimated how quickly AI would grow: Arm CEO

Arm Holdings (ARM) was added to the Nasdaq 100 (^NDX) on Monday as shares are up nearly 140% since its public debut in September. Arm Holdings CEO Rene Haas joins Market Domination Overtime to discuss the milestone and the British semiconductor company's outlook. Haas states that AI "is going to...

finance.yahoo.com

 

[Bravo]

I like it. This might be the understatement of the year.

 

[Bravo]

HIGHER PERFORMANCE + IMPROVED POWER EFFICIENCY???...​

​

​

​

SiFive announces 4th-gen of popular essential product line to spur innovation across embedded applications​

Press release, DIGITIMES Asia, TaipeiWednesday 26 June 20240

SiFive is seeing growing adoption, with more than two billion SiFive RISC-V-based chips already in the market.

SiFive, Inc. the gold standard for RISC-V computing, unveiled a major upgrade of its SiFive Essential product family at the RISC-V Summit Europe 2024. Developed over a decade, the field-proven Essential IP is already in use in billions of products including mobile phones, sensors, SSDs, FPGA platforms, surveillance cameras, smartwatches, and more.
This full-portfolio refresh brings higher performance, improved power efficiency, and more flexible interfaces, with configuration and integration options to cover virtually any possibility. The SiFive Essential Gen4 products are available on June 25.
"The best RISC-V embedded solutions just got much better with this fourth generation," said John Ronco, SiFive SVP of Product. "With the benefits of cost-effective flexibility, performance, and low power, RISC-V has won the battle for embedded. As legacy ISAs have reduced R&D and support, we are expanding SiFive's broad portfolio of market-leading Essential products and reaffirming our commitment and support for customers in these critical areas of innovation."
SiFive has seen strong momentum across embedded segments where the Essential Gen4 products will bring impressive flexibility and features to enable customers to better tailor their designs. More than two billion SiFive RISC-V-based chips for embedded devices have shipped to date, and the market continues to grow rapidly.
"The embedded space in 2024 represents a huge ($257 billion) market opportunity, growing with an 8.3% CAGR through 2030. RISC-V and SiFive have been increasingly gaining momentum and taking share from the other ISAs. SiFive is launching the products that these customers need while also innovating at the high performance and advanced AI levels," said Rich Wawrzyniak, Principal Analyst at The SHD Group. "It is a mistake to discount the importance of embedded products as the flexibility and software portability of RISC-V makes designing products with multiple cores—including the highest performance cores—easier, creating a clear pathway for RISC-V into the next generations of high-performance chips."

Essential Gen4 IP Portfolio Features:​

The Essential Gen4 IP Portfolio offers the most comprehensive RISC-V CPU and system IP portfolio, featuring up to 40% runtime power reduction. It includes eight different baseline embedded cores, both 32-bit and 64-bit, ranging from 2-stage single-issue to 8-stage superscalar designs.
The portfolio boasts an improved L2 cache, enhanced L1 memory, extensive configuration and integration options, on-chip memory selection, advanced power management, security features, and support for system, peripheral, and front ports. It also includes robust debug and trace capabilities and leading software support, including embedded Linux, FreeRTOS, and Eclipse C/C++ IDE.
Essential Gen4 portfolio:

	2-3 stage single issue (lowest power & area)	8-stage single issue (Performance efficiency)	8-stage dual issue (High performance)
64-bit app processors		U6 Gen 4	U7 Gen 4
64-bit real-time Embedded processors	S2 Gen 4	S6 Gen 4	S7 Gen 4
32-bit real-time Embedded processors	E2 Gen 4	E6 Gen 4	E7 Gen 4

Source: SiFive

SiFive announces 4th-gen of popular essential product line to spur innovation across embedded applications

SiFive is seeing growing adoption, with more than two billion SiFive RISC-V-based chips already in the market.

www.digitimes.com

Last I heard from Rich Wawrzyniak was when he had this to say.

And then you also have what Phil Dworsky had to say.

 

[Jacob Kiraz]

HIGHER PERFORMANCE + IMPROVED POWER EFFICIENCY???...​

View attachment 65516​

​

​

​

SiFive announces 4th-gen of popular essential product line to spur innovation across embedded applications​

Press release, DIGITIMES Asia, TaipeiWednesday 26 June 20240

SiFive is seeing growing adoption, with more than two billion SiFive RISC-V-based chips already in the market.

SiFive, Inc. the gold standard for RISC-V computing, unveiled a major upgrade of its SiFive Essential product family at the RISC-V Summit Europe 2024. Developed over a decade, the field-proven Essential IP is already in use in billions of products including mobile phones, sensors, SSDs, FPGA platforms, surveillance cameras, smartwatches, and more.
This full-portfolio refresh brings higher performance, improved power efficiency, and more flexible interfaces, with configuration and integration options to cover virtually any possibility. The SiFive Essential Gen4 products are available on June 25.
"The best RISC-V embedded solutions just got much better with this fourth generation," said John Ronco, SiFive SVP of Product. "With the benefits of cost-effective flexibility, performance, and low power, RISC-V has won the battle for embedded. As legacy ISAs have reduced R&D and support, we are expanding SiFive's broad portfolio of market-leading Essential products and reaffirming our commitment and support for customers in these critical areas of innovation."
SiFive has seen strong momentum across embedded segments where the Essential Gen4 products will bring impressive flexibility and features to enable customers to better tailor their designs. More than two billion SiFive RISC-V-based chips for embedded devices have shipped to date, and the market continues to grow rapidly.
"The embedded space in 2024 represents a huge ($257 billion) market opportunity, growing with an 8.3% CAGR through 2030. RISC-V and SiFive have been increasingly gaining momentum and taking share from the other ISAs. SiFive is launching the products that these customers need while also innovating at the high performance and advanced AI levels," said Rich Wawrzyniak, Principal Analyst at The SHD Group. "It is a mistake to discount the importance of embedded products as the flexibility and software portability of RISC-V makes designing products with multiple cores—including the highest performance cores—easier, creating a clear pathway for RISC-V into the next generations of high-performance chips."

Essential Gen4 IP Portfolio Features:​

The Essential Gen4 IP Portfolio offers the most comprehensive RISC-V CPU and system IP portfolio, featuring up to 40% runtime power reduction. It includes eight different baseline embedded cores, both 32-bit and 64-bit, ranging from 2-stage single-issue to 8-stage superscalar designs.
The portfolio boasts an improved L2 cache, enhanced L1 memory, extensive configuration and integration options, on-chip memory selection, advanced power management, security features, and support for system, peripheral, and front ports. It also includes robust debug and trace capabilities and leading software support, including embedded Linux, FreeRTOS, and Eclipse C/C++ IDE.
Essential Gen4 portfolio:

	2-3 stage single issue (lowest power & area)	8-stage single issue (Performance efficiency)	8-stage dual issue (High performance)
64-bit app processors		U6 Gen 4	U7 Gen 4
64-bit real-time Embedded processors	S2 Gen 4	S6 Gen 4	S7 Gen 4
32-bit real-time Embedded processors	E2 Gen 4	E6 Gen 4	E7 Gen 4

Source: SiFive

SiFive announces 4th-gen of popular essential product line to spur innovation across embedded applications

SiFive is seeing growing adoption, with more than two billion SiFive RISC-V-based chips already in the market.

www.digitimes.com

Last I heard from Rich Wawrzyniak was when he had this to say.
View attachment 65517




And then you also have what Phil Dworsky had to say.
View attachment 65518

Where the IP signatures

 

[Food4 thought]

Pilfered the last penny from my last piggy bank today (a hollow feeling..... for the piggy)

And now own 64k more shares.

If there is a better time to buy than now ......well in advance I confess, I will have missed it.

Call me penniless!

For now.

 

[Bravo]

JUNE 25, 2024

SoftBank targets Japan health services with AI JV​

BY KAVIT MAJITHIA


SoftBank Group reportedly plans to roll out an AI-powered medical service analysing healthcare data in Japan through a joint venture with US company Tempus AI, with the aim of launching within one to two years.
Nikkei Asia reported the two companies will each own a 50 per cent share in the JV, initially valued at around JPY30 billion ($188 million), with work on the project to begin next month.
The companies will begin by collecting and analysing patient data, along with using photographs from Japanese hospitals and universities to train AI models, showcasing common patterns among patients.

It will provide services to hospitals with the view of improving healthcare services, initially targeting cancer trends and then expanding to cardiac diseases, Nikkei Asia reported.
After being established in Japan, the JV will expand to overseas markets including south-east Asia.
Tempus AI was founded in 2015 and raised $200 million from SoftBank Group in April. It also counts Google as a backer.
It made its trading debut on the Nasdaq earlier this month, raising $410 million on a valuation of more than $6 billion.
In the US, it operates as a healthcare diagnostics company, using AI to interpret medical tests and help professionals provide more accurate treatment for patients.
SoftBank CEO Masayoshi Son is preparing to hold a press conference this week to announce further details about the project with Tempus AI, added Nikkei Asia.

SoftBank targets Japan health services with AI JV

SoftBank Group reportedly plans to rollout an AI-powered medical service analysing healthcare data in Japan.

www.mobileworldlive.com

SoftBank’s Masayoshi Son to tout AI healthcare in rare public showing

SOFTBANK Group founder Masayoshi Son will sketch out plans to bring artificial intelligence (AI) infused medical care to Japan, making a rare public appearance to drive home his resurgent ambitions in AI. Read more at The Business Times.

www.businesstimes.com.sg

 

[Frangipani]

 

[Tothemoon24]

The Defense Department has long used artificial intelligence to detect objects in battlespaces, but the capability has been mainly limited to identification. New advancements in AI and data analysis can offer leaders new levels of mission awareness with insights into intent, path predictions, abnormalities, and other revealing characterizations.
The DoD has an extensive wealth of data. In today’s sensor-filled theaters, commanders can access text, images, video, radio signals, and sensor data from all sorts of assets. However, each data type is often analyzed separately, leaving human analysts to draw — and potentially miss — connections.

RELATED​

Find a way to retain cyber pros, Pentagon personnel guru says​

Part of the reason available flexibilities haven’t been used is they’re expensive and HR personnel don't know how to use them.​

By Molly Weisner
Using AI frameworks for multimodal data analysis allows different data streams to be analyzed together, offering decision-makers a comprehensive view of an event. For example, Navy systems can identify a ship nearby, but generative AI could zero in on the country of origin, ship class, and whether the system has encountered that specific vessel before.
With an object of interest identified, data fusion techniques and machine learning algorithms could review all the data available for other complementary information. Radio signals could show that the ship stopped emitting signals and no crew members are using cell phones. Has the vessel gone dark to prepare for battle, or could it be in distress? Pulling in recent weather reports could help decide the next move.
This enhanced situational awareness is only possible if real-time analysis happens at the edge instead of sending data to a central location for processing.

Keeping AI local is critical for battlefield awareness, cybersecurity, and healthcare monitoring applications requiring timely responses. To prepare, DoD must adopt solutions with significant computing power at the edge, find ways to reduce the size of their AI/ML models and mitigate new security threats.
With most new AI tools and models being open, meaning that the information placed into these technologies is publicly available, agencies need to implement advanced security measures and protocols to ensure that this critical data remains secure.

Pushing processing power​

Historically, tactical edge devices collect information and send data back to command data centers for analysis. Their limited computing and processing capabilities slow battlefield decision-making, but they don’t have to. Processing at the edge saves time and avoids significant costs by allowing devices to upload analysis results to the cloud instead of vast amounts of raw data.
However, AI at the edge requires equipment with sufficient computing power for today and tomorrow’s algorithms. Devices and sensors must be able to operate in a standalone manner to perform computing, analysis, learning, training, and inference in the field, wherever that may be. Whether on the battlefield or attached to a patient in a hospital, AI at the edge learns from scenarios to better predict and respond for the next time. For the Navy crew, that could mean identifying what path a ship of interest may take based on previous encounters. In a hospital, sensors could flag the symptoms of a heart attack before arrest happens.

Connectivity will be necessary, but systems should also be able to operate in degraded or intermittent communication environments. Using 5G or other channels allows sensors to talk and collaborate while disconnected from headquarters or a command cloud.
Another consideration is orchestration: Any resilient system should include dynamic role assignments. For example, if multiple drones are flying and the leader gets taken out, another system component needs to assume that role.

Shrinking AI to manageable size​

A battlefield is not an ideal environment for artificial intelligence. AI models like ChatGPT operate in climate-controlled data centers on thousands of GPU servers that consume enormous energy. They train on massive datasets, and their computing requirements increase exponentially in operational inference stages. The scenario presents a new size, weight, and power puzzle for what the military can deploy at the edge.
Some AI algorithms are now being designed for SWAP-constrained environments and novel hardware architectures. One option is miniaturizing AI models. Researchers are experimenting with multiple ways to make smaller, more efficient models through compression, model pruning, and other options.

Miniaturization has risks. A trained model could undergo “catastrophic forgetting” when it no longer recalls something previously learned. Or it could increasingly generate unreliable information — called hallucinations — due to flaws introduced by compression techniques or training a smaller model pulled from a larger one.

Computers without borders​

While large data centers can be physically walled off with gates, barriers, and guards, AI at the edge presents new digital and physical security challenges. Putting valuable, mission-critical data and advanced analytics capabilities at the edge requires more than protecting an AI’s backend API.
Adversaries could feed bad or manufactured data in a poisoning attack to taint a model and its outputs. Prompt injections could lead a model to ignore its original instructions, divulge sensitive data, or execute malicious code. However, defense-in-depth tactics and hardware features like physical access controls, tamper-evident enclosures, along with secure boot and trust execution environments / confidential computing can help prevent unauthorized access to sensitive equipment, applications, and data.
Still, having AI capabilities at the tactical edge can provide a critical advantage during evolving combat scenarios. By enabling advanced analytics at the edge, data can be quickly transformed into actionable intelligence, augmenting human decision-making with real-time information and providing a strategic advantage over adversaries.

 

[Esq.111]

Morning Chippers ,

Interseting....

Young wipper snappers raise $120 mill to knock out chips which use Transformers.

https://www.cnbc.com/2024/06/25/etched-raises-120-million-to-build-chip-to-take-on-nvidia-in-ai.html

Regards ,
Esq.

 

[IloveLamp]

Meet the Renesas RA8D1: First Cortex M85 MCU That Runs Edge Impulse and NVIDIA TAO

With the combination of Arm Helium technology along with NVIDIA TAO, Edge Impulse is able to create sophisticated low-power computer vision models capable of running on the RA8D1.

www.edgeimpulse.com

 

[mrgds]

I like it. This might be the understatement of the year.

@Bravo your a credit to your species !

But why do you do this to me, as last night produced yet another "wet dream " ie; ARM making a buy-out bid for BRN @$5.50 with
a 1 ARM for every 1000 BRN script attached.

Set For Life

ARMKIDA BRAINLISTA

 

[IloveLamp]

 

[supersonic001]

BrainChip on LinkedIn: #ai #edgeai #neuromorphic

We're building on a foundation of cutting-edge technology. Our silicon-proven, fully digital design accelerates today’s networks with event-based processing…

www.linkedin.com

 

[7für7]

Is it just me, or do articles about neuromorphic technology, no matter where they come from, fail to impress me anymore? The only thing that could catch my attention again is a PRICE-SENSITIVE ANNOUNCEMENT WITH A TRILLION-DOLLAR CONTRACT.


Everything else is nice to read but nothing more than the famous grasping at straws in a wild current.


P.S.: Take it with humor

Come on Brn!!!!! COME ON

 

[MDhere]

Morning Chippers ,

Interseting....

Young wipper snappers raise $120 mill to knock out chips which use Transformers.

https://www.cnbc.com/2024/06/25/etched-raises-120-million-to-build-chip-to-take-on-nvidia-in-ai.html

Regards ,
Esq.

I blinked and someone took out 2mil at 22 just like that

 

[Esq.111]

Morning MDhere ,

Keep blinking .

Regards,
Esq.

 

[MrNick]

I'm not suggesting we could dramatically enhance any of Mate's products... but partnering with the guy who's challenging Musk and his ilk might well be a cracking move. Oh well, onwards.

https://www.topgear.com/car-news/first-look/verne-concept-heres-your-first-look-mate-rimacs-driverless-robotaxi

 

[MDhere]

Morning MDhere ,

Keep blinking .

Regards,
Esq.

ok hang on i am about to blink again .... maybe Bravo can go for a run too

 

[IloveLamp]

Frontgrade Gaisler on LinkedIn: #noelv #riscv #spacecomputing

Today our Director of Engineering, Jan Andersson Nerén, gave a presentation on the NOEL Processor Line at the RISC-V Summit Europe 2024. The NOEL-V processor…

www.linkedin.com