BRN Discussion Ongoing

Huummm… just wondering if there’s a reason why no comment section…
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perceptron

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So we now have confirmed orders from Parsons and Nex Novus totaling 11,200 chips.

Based on the previous announcement below, Akida 1500 pricing ranges from roughly $4 to $50 per chip, depending on volume.

What do people consider a “small” versus “large” volume order in this context, and where do you think a 10,00 unit order (Parsons) and a 1,200 unit order (Nex Novus) realistically sit on that pricing spectrum?



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So to clarify again, are you asking what the total price to produce the chips (to fulfill the two orders 11,200) is?
 
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Rach2512

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???

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7für7

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???

View attachment 94727

Nice…
At least they’ve stopped with the spelling mistakes… now, over the weekend, they’re basically forcing a new logo on us overnight — or, once again, it’s the classic mix-up.
 
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IloveLamp

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7für7

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Wildfire detection from space, from a German company

 
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Bravo

Meow Meow 🐾
So to clarify again, are you asking what the total price to produce the chips (to fulfill the two orders 11,200) is?


So to clarify one last time, I am not asking what it costs BrainChip to manufacture the chips, nor am I asking for a margin analysis.

I am pointing out that we cannot determine the revenue from these orders because the announcement states customers will be charged anywhere between $4 and $50 per chip, depending on volume.

What the announcement does not disclose however, is where on that sliding scale these orders actually sit.

Specifically, 1) what volume qualifies as a high volume order 2) at what quantity does pricing move from $50 to $10 to $4? 3) where does an order of 10,000 units or 1,200 units fall on that curve?

Without that information, revenue could be materially different under perfectly reasonable interpretations.

To illustrate by way of demonstration only:
  • If BrainChip considers anything above 5,000 units to be a volume order, then 11,200 units could be priced at $4, generating roughly $45k in revenue.
  • If instead “volume” means anything exceeding 50,000 units, then the same 11,200 units could be priced far higher — say $20–$30 per chip, resulting in $224k–$336k of revenue.

My point is that until the company clarifies how the volume pricing tiers actually work, any attempt to calculate revenue from these orders is pure guesswork.
 
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Bravo

Meow Meow 🐾
This might be something worth keeping an eye on.

If Parsons is building real-time sensing systems for transport infrastructure, that’s at least directionally compatible with why someone might use low-power edge inference hardware for edge processing, realtime classification of events, etc.

If Akida proves itself in demanding defence environments, IMO it’s not hard to see how the same architecture could expand into adjacent Parsons domains over time.

Time will tell.






Screenshot 2026-01-31 at 12.59.54 pm.png


Parsons Advances Smart Transport Role With New Road Data And FAA Wins​

January 30, 2026
Simply Wall St

Simply Wall St
Reviewed by Bailey Pemberton
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  • Parsons (NYSE:pSN) supported a pilot project with Honda and DriveOhio to detect road deficiencies using real-time vehicle data.
  • The company contributed its smart infrastructure expertise to help identify and address road maintenance needs more efficiently.
  • Parsons also received a contract extension from the FAA related to national airspace system modernization.
For investors looking at NYSE:pSN, these updates relate directly to the company’s core focus on transportation, smart infrastructure, and government contracts. The Honda and DriveOhio pilot highlights how connected vehicles can feed into digital road maintenance tools, while the FAA extension keeps Parsons involved in critical US airspace systems work.
Together, these items indicate where Parsons is currently active across ground and air transport projects, and how its capabilities are being used by major public sector customers and global corporates. Investors tracking the stock may want to monitor how any future contracts, follow-on work, or similar pilots develop around these programs.


 
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IloveLamp

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HopalongPetrovski

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Wildfire detection from space, from a German company

Hi Fur.
Is this in anyway linked to BrainChip?
 
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7für7

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Hi Fur.
Is this in anyway linked to BrainChip?
🙋🏻‍♂️Officially? no .. no known connection or announcement…I haven’t spotted an “Akida inside” sticker on a satellite yet 😄

I shared it because it fits the broader topic. (Real time fire detection from space where Brainchip and nasa operates) If we demanded a direct link in every post, 95% of the posts from others here would have to be deleted.lol
 
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HopalongPetrovski

I'm Spartacus!
🙋🏻‍♂️Officially? no .. no known connection or announcement…I haven’t spotted an “Akida inside” sticker on a satellite yet 😄

I shared it because it fits the broader topic. (Real time fire detection from space where Brainchip and nasa operates) If we demanded a direct link in every post, 95% of the posts from others here would have to be deleted.lol
Fair enough. Uiux would tear you a new one, but I see your point. 🤣
 
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Diogenese

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7für7

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Looking forward to hearing something solid in brn favour.
 
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manny100

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From a recent video interview with Steve Brighfield.
"The primary difference between brain chip and the Intel and the IBM solutions was they were analog. So they truly tried to match the analog waveforms of the brain, whereas the brain chip made a digital equivalent of the analog waveform. So now you could easily manufacture a computer, digital computer chip using the approach. The chips that you, the analog chips that are made today for neuromorphics, they're notorious for, you know, you have to have them biased and temperature stabilized, and there's all the problems with analog, which is the reason we don't have a lot of analog computers today, or the problems that they're faced with their neuromorphic chips."
"There are other companies that are producing analog Neuromorphic chips, but they're kind of dedicated for a specific market second, like speech wake-up, right? Or a biological wake-up. So they're like function-specific Neuromorphic chips. We have a very digital programmable chip that can use any kind of sensor, so we're kind of unique in that aspect. Build the future of multi-agent software with agency. "
My bold above.
 
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manny100

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Another quote from Steve Brightfield.
"I think we're trying to ride the neuromorphic computing and brain chip in particular is trying to ride the coattails of the overall market moving to the edge. And when we look at market research reports from companies, they're saying about 10% of these edge products embedded devices are running some AI software on them. But within the next four years, four to five years, 30 to 35% of those products will have AI on. And I think if we look out, the next five years, 90% of them will have it all embedded in it. And there will be a neuromorphic computing in probably half of those devices. Because it's going to be more generally available. "
 
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Guzzi62

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From a recent video interview with Steve Brighfield.
"The primary difference between brain chip and the Intel and the IBM solutions was they were analog. So they truly tried to match the analog waveforms of the brain, whereas the brain chip made a digital equivalent of the analog waveform. So now you could easily manufacture a computer, digital computer chip using the approach. The chips that you, the analog chips that are made today for neuromorphics, they're notorious for, you know, you have to have them biased and temperature stabilized, and there's all the problems with analog, which is the reason we don't have a lot of analog computers today, or the problems that they're faced with their neuromorphic chips."
"There are other companies that are producing analog Neuromorphic chips, but they're kind of dedicated for a specific market second, like speech wake-up, right? Or a biological wake-up. So they're like function-specific Neuromorphic chips. We have a very digital programmable chip that can use any kind of sensor, so we're kind of unique in that aspect. Build the future of multi-agent software with agency. "
My bold above.
Sadly, Steve got that wrong!

Intel's Loihi 2 is fully digital.


 
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manny100

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perceptron

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So to clarify one last time, I am not asking what it costs BrainChip to manufacture the chips, nor am I asking for a margin analysis.

I am pointing out that we cannot determine the revenue from these orders because the announcement states customers will be charged anywhere between $4 and $50 per chip, depending on volume.

What the announcement does not disclose however, is where on that sliding scale these orders actually sit.

Specifically, 1) what volume qualifies as a high volume order 2) at what quantity does pricing move from $50 to $10 to $4? 3) where does an order of 10,000 units or 1,200 units fall on that curve?

Without that information, revenue could be materially different under perfectly reasonable interpretations.

To illustrate by way of demonstration only:
  • If BrainChip considers anything above 5,000 units to be a volume order, then 11,200 units could be priced at $4, generating roughly $45k in revenue.
  • If instead “volume” means anything exceeding 50,000 units, then the same 11,200 units could be priced far higher — say $20–$30 per chip, resulting in $224k–$336k of revenue.

My point is that until the company clarifies how the volume pricing tiers actually work, any attempt to calculate revenue from these orders is pure guesswork.
Appreciate your reply Bravo. So the foundry is only charging it's customer's the variable costs associated to produce any number of chips while excluding their fixed costs such capital expenditure, taxes, salaries and the many other costs that remain constant for any given amount of chips ordered.
 
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