Summary for [BrainChip spoke at the Pitt Street Research Semiconductor Conference 2025]
[00:01](https://www.youtube.com/watch?v=IegDQDnNRvU&t=1)
In this presentation, Sean Hair talks about the role of BrainChip in the field of Artificial Intelligence and the semiconductor industry. He emphasizes the importance of neural processing units (NPUs) and describes the widespread adoption of AI in various industries - Introduction of Sean Hair and his background in the semiconductor industry.
- Explanation of BrainChip's role as a provider of neural processing units (NPUs) for AI applications.
- Discussion of the widespread adoption of AI and its impact on all industries.
[03:28](https://www.youtube.com/watch?v=IegDQDnNRvU&t=208)
This presentation will highlight the importance of inference in AI development, while focusing on the need for the right hardware to create business value - Nvidia and similar companies specialize in training AI models, with a focus on inference, where the real value for businesses comes from.
- Over the next 10 to 20 years, the majority of investment will go into inference, while the training market will remain stable.
- The trend is towards decentralized models, with Edge AI gaining traction and the right technology required for specific business problems.
- Data centers are ideal for training AI models, while the development of edge AI opens up new opportunities for the implementation of AI in various industries.
[07:00](https://www.youtube.com/watch?v=IegDQDnNRvU&t=420)
In this section, the speaker talks about his company's strengths and opportunities in semiconductor technology and emphasizes the importance of innovative applications - The speaker notes the challenge that companies often have either good hardware or good software and emphasizes that his company is strong in both areas.
- He explains the size and growth potential of the edge market and emphasizes that the demand for semiconductor solutions is increasing.
- The speaker shares his excitement about the innovative use cases he is hearing from customers and prospects and emphasizes that it is still early in the development process.
- He discusses the efficiency of models and applications compared to different hardware solutions and warns that not everything that is possible is useful.
[10:29](https://www.youtube.com/watch?v=IegDQDnNRvU&t=629)
This section highlights the importance of models and innovation in the semiconductor industry, especially for the development of AI solutions and the need to provide a comprehensive solution - customization of software and models to specific requirements is crucial for success in the industry.
- An extensive model pool is necessary to meet different customer needs and ensure continuous growth.
- Importance is placed on the company's roadmap to give customers confidence in future technology.
- Constant innovation is essential to remain relevant in the highly competitive Silicon market.
[14:01](https://www.youtube.com/watch?v=IegDQDnNRvU&t=841)
This section introduces BrainChip's innovative technology that can significantly improve the lives of people with epilepsy. A partner company is developing a pair of glasses equipped with a special chip that predicts the probability of an impending seizure with 98% accuracy - The government is showing great interest in investing in new technologies.
- The company OnSour is working on a pair of glasses equipped with a brain chip that is currently undergoing clinical trials.
- The glasses can predict seizures in epilepsy patients, giving them greater safety and quality of life.
- The presentation also explains how companies like BrainChip generate revenue through license sales and royalties.
[17:30](https://www.youtube.com/watch?v=IegDQDnNRvU&t=1050)
This section emphasizes the importance of talent and strategic planning for success in the technology industry. It emphasizes the importance of attracting and retaining the best talent while addressing the challenges and risks within the company - challenges include potential risks and talent issues that are critical to the company's success.
- The importance of talent is emphasized; the company strives to attract the best professionals to drive change.
- Talent management is a major challenge as the company competes against high salaries in Silicon Valley.
- There is a risk that the company will not properly execute its strategic plan, highlighting the need for constant review of trends in the industry.
- The discussion about new model trends in AI, particularly the development of state space models, demonstrates the company's ability to innovate.
[21:00](https://www.youtube.com/watch?v=IegDQDnNRvU&t=1260)
This discussion on BrainChip emphasizes the importance of discrete computing solutions and their applications in various industries - Discrete computing solutions make it possible to work without a network connection, which is especially important in mobile applications.
- The technology has an impact on many industries, with some such as IoT and medical being in particularly high demand.
- The technology is also being researched in the automotive sector, but the adoption cycle is longer here due to the complexity of the systems.
My personal thoughts: BrainChip will need money to keep up his development and have to make sure it is able to pay a decent salary to their experts. Otherwise we'll loose grip ... or be taking over.