Mercedes have a new SDV CLA due out soon.IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
Investor Relations - BrainChip
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...investors.brainchip.com
It will not contain Akida 1 simulation software as Mercedes has said NN simulation software is too power hungry which I take at face value (ie, not a red herring). TENNs is amenable to being applied as software, but I don't know if the Mercedes "embargo" on NN S/W extends to TENNs. TENNs is significantly less power hungry than Akida.
Akida 1 is improbable as a future choice for Mercedes because of the rapid evolution of the tech, such as, eg, Akida 2/TENNs.
Akida 2 (including) has not been reduced to silicon as far as we know.
Mercedes has also been developing chiplet technology so this is a possible future path of development.
WO2024230948A1 AUTONOMOUS VEHICLE SYSTEM ON CHIP 20230510
Applicants: MERCEDES BENZ GROUP AG [DE]; Inventors: PIEDNOEL FRANCOIS [US]
[0046] In various examples, the system on chip 300 can include additional chiplets that can store, alter, or otherwise process the sensor data cached by the sensor data input chiplet 310. The system on chip 300 can include an autonomous drive chiplet 340 that can perform operations to determine the physical characteristics of the environment around the sensors. These operations can include perception, sensor fusion, trajectory prediction, and/or other autonomous driving algorithms of an autonomous vehicle. To perform these operations, the autonomous drive chiplet 340 can include specialized hardware such as digital signal processors (DSP), a direct memory access (DMA) engine, and neural network (NN) accelerators. The autonomous drive chiplet 340 can be connected to a dedicated HBM-RAM chiplet 335 in which the autonomous drive chiplet 340 can publish all status information, variables, statistical information, and/or processed sensor data as processed by the autonomous drive chiplet 340.
Chiplets can be designed to be clip-in, ie, not soldered, just held in palce by a spring clip which would make it easire to replace with more advanced chiplets as the tech develops.
Thus Mercedes SDV could have a PCB with soldered Google/Qualcomm/Nvidia processors and memory, and a clip-in NN chiplet, or even a dummy clip-in chiplet/receptacle ready for a future chiplet.
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