BRN Discussion Ongoing

Diogenese

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HI @Diogenese,

Do you think BrainChip, Arm and IFS could be collaborating to create an Akida 3 chiplet on Intel’s 18A?

If Akida 3 is delivered as a standards-compliant chiplet, you would think it would dramatically broaden adoption, making it much easier for any multi-die SoC/SiP program - not just Arm’s - to plug Akida in.

This could also open the door to other players such as NVIDIA, AMD, Qualcomm, MediaTek, SoftBank (e.g. Stargate), Tier-1 automotive suppliers, and defense primes.

From a strategic standpoint, it seems both technically feasible and mutually beneficial:
  • BrainChip would gain wider adoption by positioning Akida 3 as a “drop-in” neuromorphic accelerator across multiple ecosystems.
  • Intel would expand its foundry business by offering differentiated AI chiplets on 18A, attracting new customers (including the US govt, defense primes, etc.) and reinforcing its chiplet marketplace ambitions.
  • Arm would strengthen its SoC value proposition by pairing Arm CPUs with complementary AI chiplets (like Akida), giving customers more modular design options.
Do you think Akida 3 could support UCIe or Arm’s Chiplet System Architecture (CSA)?
Hi Bravo,

Last time I looked, Intel were having problems getting 18A to work properly - very low yield per wafer.

In olden times, Intel would have been able to throw fistfulls (fistsfull) of cash at the problem but now they are strapped for cash, and the sharks are circling. Clearly there has been a backdoor deal with US gvt - Intel is too big to fail. Under the Chips Act, the gov would want IFS to succeed so maybe that's where their investment has gone. Of course, Intel also needs help with AI.

Nvidia was blocked from buying ARM, so this may prevent any merger, but collaboration is possible, it's just that there could be lots of fingers in the pie. Maybe IFS will be hived off - it's already notionally customer-agnostic. This would leave Intel pretty much as it was before IFS in 2024.

As for Akida 3, I see this as being the Rolls-Royce option (aerospace, defence, ...) because of its INT16/FP32 capability. This will take up a lot more wafer real estate per chip, making it much more expensive to make, say >3X. I think Akida 3 will be a specialist high precision option, while Akida 2 will be the "standard" workhorse.

I don't know if 18A is suitable for RadHard.

The advantage of chiplets is that it would make Akida available for a much larger range of applications without needing specialized IP SoC designs/wafer tapeout/production for each customer.
 
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TECH

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Hi @TECH,

sorry to disillusion you, but this is not a new Accenture patent!

@Fullmoonfever had already posted about it more than a year ago.
This patent titled “Self-learning Neuromorphic Gesture Recognition Models” was filed on 22 November 2022 and first published on 23 May 2024:

https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-432356

View attachment 89907
View attachment 89904


I also recalled referring to it in a November 2024 post:

https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-442579

View attachment 89905




The only novel thing about the patent is that it has now finally been granted, after initially getting rejected back in February (cf. the meaning of B2 after the patent number as well as below patent history):

View attachment 89906



View attachment 89909



View attachment 89908




As far as I am aware, Accenture has referred to Intel’s Loihi as a “neuromorphic research chip” in all their relevant patents at some point. Please provide proof of the contrary, thank’s!


Thanks, Frangi for your detailed post, yes, I did note the earlier challenges made against the claims laid out in the earlier patent, but having this patent "officially" granted 3 weeks ago is important to acknowledge, whether our company will be the beneficiary of anything remains to be seen, and my speed-reading has always got me in trouble, I'll go digging because I'm sure Intel isn't always referenced as an research chip, my question would be, why not compare apples with apples, i.e. commercially available technology with commercially available technology, Intel has more than enough issues going on internally, who really knows if all their research chips will ever see the light of day.

I reserve my opinion, and thanks once again for posting...do you personally feel from all your research that BRAINCHIP will surprise many by actually succeeding in this space, on a commercial footing that is ?

Best regards.......Tech (Perth)
 
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Diogenese

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Hi Bravo,

Last time I looked, Intel were having problems getting 18A to work properly - very low yield per wafer.

In olden times, Intel would have been able to throw fistfulls (fistsfull) of cash at the problem but now they are strapped for cash, and the sharks are circling. Clearly there has been a backdoor deal with US gvt - Intel is too big to fail. Under the Chips Act, the gov would want IFS to succeed so maybe that's where their investment has gone. Of course, Intel also needs help with AI.

Nvidia was blocked from buying ARM, so this may prevent any merger, but collaboration is possible, it's just that there could be lots of fingers in the pie. Maybe IFS will be hived off - it's already notionally customer-agnostic. This would leave Intel pretty much as it was before IFS in 2024.

As for Akida 3, I see this as being the Rolls-Royce option (aerospace, defence, ...) because of its INT16/FP32 capability. This will take up a lot more wafer real estate per chip, making it much more expensive to make, say >3X. I think Akida 3 will be a specialist high precision option, while Akida 2 will be the "standard" workhorse.

I don't know if 18A is suitable for RadHard.

The advantage of chiplets is that it would make Akida available for a much larger range of applications without needing specialized IP SoC designs/wafer tapeout/production for each customer.
One thing which adds urgency to the US/Intel deal is the threat to TSMC posed by the potential takeover of Taiwan.

TSMC is also setting up a US foundry under the Chips Act.

https://pr.tsmc.com/english/news/3210

HSINCHU, Taiwan, R.O.C. Mar. 4, 2025 – TSMC (TWSE: 2330, NYSE: TSM) today announced its intention to expand its investment in advanced semiconductor manufacturing in the United States by an additional $100 billion. Building on the company’s ongoing $65 billion investment in its advanced semiconductor manufacturing operations in Phoenix, Arizona, TSMC’s total investment in the U.S. is expected to reach US$165 billion. The expansion includes plans for three new fabrication plants, two advanced packaging facilities and a major R&D team center, solidifying this project as the largest single foreign direct investment in U.S. history.

BRN already has a connexion with TSMC, and with Global Foundries, so there will be a few options.

I see some of the financial soothsayers are drawing comparisons between the AI boom and the Dot.COM boom of the early 2000s. Now there will be casualties from the AI boom, but the AI boom is founded on bedrock, unlike the hot air of a lot of the Dot.COM boom pretenders, so it's a matter of choosing the right horse.
 
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Probably the worse looking buy and sell side I’ve seen for a long time, just hope whoever is orchestrating this f.ks off sooner than later as it’s bloody depressing


1755757718357.gif
 
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CHIPS

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Okay, it's odd that that is the only article "I" could find on the Net in relation to Loihi 3..
But I did find this, from April last year and actually from Intel..


"Hala Point packages 1,152 Loihi 2 processors produced on Intel 4 process node in a six-rack-unit data center chassis the size of a microwave oven. The system supports up to 1.15 billion neurons and 128 billion synapses distributed over 140,544 neuromorphic processing cores, consuming a maximum of 2,600 watts of power. It also includes over 2,300 embedded x86 processors for ancillary computations"

The numbers seem familiar 🤔..
Somebody tell me what the frack is going on....
The previous article looks like it's..

View attachment 89894

So this "Hala Point" is the size of a microwave oven and is already in 4nm?!
It ain't getting smaller any time soon, is my guess...

GROK says this:

There is currently no publicly available information about a Loihi 3 chip from Intel. The latest data refers to the Loihi 2, introduced in September 2021 as Intel's second-generation neuromorphic research chip. Built on the Intel 4 process (previously known as 7 nm), it supports up to one million neurons and offers significant improvements over the original Loihi, including faster processing, better energy efficiency, and enhanced connectivity options.

Intel is currently focused on advancing and applying Loihi 2, along with its open-source Lava software framework for neuromorphic applications. There are no indications in available sources that a Loihi 3 is in development or has been announced. If you have specific rumors or sources about a potential Loihi 3, please share them for a more targeted response.

Intel's most recent major advancement in this area is the Hala Point system, announced in April 2024, which deploys 1,152 Loihi 2 processors to create the world's largest neuromorphic system with 1.15 billion neurons.

faviconV2

Projections for 2025 suggest Intel plans to integrate Loihi 2 into consumer devices for edge AI applications, but no announcements or details about a Loihi 3 have surfaced in official sources or recent reports.


faviconV2

The company continues to focus on advancing Loihi 2 through research collaborations, the open-source Lava software framework, and systems like Hala Point for sustainable AI.
 
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CHIPS

Regular
Today’s post by Lauren Reinerman-Jones from SwRI (Southwest Research Institute) is further evidence that the US Air Force - while currently evaluating Akida - continues to be interested in Loihi:


View attachment 89919



View attachment 89920

View attachment 89921

If the US Government is really going to buy 10% of Intel, this makes sense. The US Air Force must then take a closer look at Loihi 2, but if Akida is much better, they will not be forced to use Loihi 2, I suppose.
 
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If the US Government is really going to buy 10% of Intel, this makes sense. The US Air Force must then take a closer look at Loihi 2, but if Akida is much better, they will not be forced to use Loihi 2, I suppose.
Why spend all that $$$$ when your not going to use what you buy 😥
 

CHIPS

Regular
Why spend all that $$$$ when your not going to use what you buy 😥

Buying Intel means securing the semiconductor industry in the US, jobs, reputation, and it is also part of MAGA. The Government always makes such a decision without consulting the parties needing the material. Even Trump wants the best drones, Marine, Air Force etc. He would not settle for less if somebody told him that Akida is better.

And they also cannot wait for years until Loihi 2 is ready for use and tested thoroughly. Akida is already there and tested!
 
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7für7

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GROK says this:

There is currently no publicly available information about a Loihi 3 chip from Intel. The latest data refers to the Loihi 2, introduced in September 2021 as Intel's second-generation neuromorphic research chip. Built on the Intel 4 process (previously known as 7 nm), it supports up to one million neurons and offers significant improvements over the original Loihi, including faster processing, better energy efficiency, and enhanced connectivity options.

Intel is currently focused on advancing and applying Loihi 2, along with its open-source Lava software framework for neuromorphic applications. There are no indications in available sources that a Loihi 3 is in development or has been announced. If you have specific rumors or sources about a potential Loihi 3, please share them for a more targeted response.

Intel's most recent major advancement in this area is the Hala Point system, announced in April 2024, which deploys 1,152 Loihi 2 processors to create the world's largest neuromorphic system with 1.15 billion neurons.

faviconV2

Projections for 2025 suggest Intel plans to integrate Loihi 2 into consumer devices for edge AI applications, but no announcements or details about a Loihi 3 have surfaced in official sources or recent reports.


faviconV2

The company continues to focus on advancing Loihi 2 through research collaborations, the open-source Lava software framework, and systems like Hala Point for sustainable AI.

“Lohida1” I would guess next step…


Make Me 2-Bit GIF by Power Book II: Ghost
 

IloveLamp

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Galaxycar

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Sorry can’t help myself, with the shorts now above my 3.4% prediction, I’m left asking myself wtf do they know or have found out in the last two weeks that has caused this short attack, we know the half yearly is out next week,but not expecting anything we don’t already know, short graph goin straight up in the air soon will be back to there all time high. Has management gave them the nod again ie will sell 50 million share to sophisticated investors (aka shorters)to pull them out of the shit selling shareholders out again. Just seems strange it’s like they are betting Hehir to fail again in his 9million prediction this year. They seem to know there is a catalyst coming that will drive the shareprice at least below $0.14. Hmmmmmmmmmmm
 
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Galaxycar

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Sorry for not waiting till Christmas but this is worth asking, has someone got wind that Hehir may be gettin the arse or there is discontent finally being aired by the board. This is a question! Just trying to nut it out. They would,nt go this hard on nothing.
 
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JB49

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The Pope

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Sorry can’t help myself, with the shorts now above my 3.4% prediction, I’m left asking myself wtf do they know or have found out in the last two weeks that has caused this short attack, we know the half yearly is out next week,but not expecting anything we don’t already know, short graph goin straight up in the air soon will be back to there all time high. Has management gave them the nod again ie will sell 50 million share to sophisticated investors (aka shorters)to pull them out of the shit selling shareholders out again. Just seems strange it’s like they are betting Hehir to fail again in his 9million prediction this year. They seem to know there is a catalyst coming that will drive the shareprice at least below $0.14. Hmmmmmmmmmmm
You promised not to post anything else until Xmas 25. Lmfao
 
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The Pope

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Sorry for not waiting till Christmas but this is worth asking, has someone got wind that Hehir may be gettin the arse or there is discontent finally being aired by the board. This is a question! Just trying to nut it out. They would,nt go this hard on nothing.
Any chance you can be given the arse from TSE. Lol
 
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IloveLamp

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Sorry can’t help myself, with the shorts now above my 3.4% prediction, I’m left asking myself wtf do they know or have found out in the last two weeks that has caused this short attack, we know the half yearly is out next week,but not expecting anything we don’t already know, short graph goin straight up in the air soon will be back to there all time high. Has management gave them the nod again ie will sell 50 million share to sophisticated investors (aka shorters)to pull them out of the shit selling shareholders out again. Just seems strange it’s like they are betting Hehir to fail again in his 9million prediction this year. They seem to know there is a catalyst coming that will drive the shareprice at least below $0.14. Hmmmmmmmmmmm
1000010255.gif


It's blatantly obvious your post is meant to cause panic selling. Fuck off idiot 😘 Try it on the crapper
 
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IloveLamp

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1000010261.jpg
 
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