BRN Discussion Ongoing

MDhere

Top 20
I had to leave post FF play and advice on handling ASX as entity, but i didn't hear any mention of Megachips before i ejected.....?

Did anyone get any feedback on line of sight with these guys ?

thx in advance
Megachips still in play. If anything comes out of ninento its likely nintento will want to be keep nda like and so we will have a please explain in income and if we see the gaming word well we "could" link it to ninento if you like to. So it seems that income will and might also be sealed with ndas. Frustrating aa it is, I would certainly just like to see reasonable "secret income" im running out of shampoo. Lol
 
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Slymeat

Move on, nothing to see.
As a matter of interest ... does anyone know anything about Nanoveu?

Looking at their presentation released today it sure seems to be competition for Akida


The following was posted on the crapper this morning. NVU certainly managed to secure the services of a top level CEO ... who also put in $350,000 to participate in the company's recent CR.

"Mark Goranson's CV is extraordinary. Just look at the MC's of the companies he held senior positions with prior to accepting the CEO position at NVU ... huge!

o TE Connectivity (NYSE: US$46.17B Market Cap1): Most recently, Mark served as Vice President of Global Operations for the Sensors Division, managing worldwide sensor operations of wafer fab, silicon foundry and assembly test operations producing a multitude of different sensor technologies and semiconductor sense elements.
o ON Semiconductor (NASDAQ: US$23.21B Market Cap2): Senior Vice President of Global Operations, where he managed worldwide wafer fab, silicon foundry and assembly test operations for producing analog mixed signal ASICs, discretes and numerous other semiconductors.
o Freescale Semiconductor (NYSE: US$11.37B Market Cap3): As Vice President of Fab Operations, Mark directed operations across six facilities worldwide, leading 4,800 team members in production of analog, microprocessors, microcontrollers, and semiconductors
o Intel Corporation (NASDAQ: US$89.84B Market Cap4): Mark previously held numerous roles at Intel over a period of 18-years, where he built state-of-the-art wafer fabrication and assembly/test facilities across the globe which allowed Intel to meet soaring global demand.

The fact Mark chose to head-up NVU with it's tiny MC of only around $27M (and that's AUD not USD) and even throw in $350,000 of his own money to buy shares in the recent CR is all I need to know that he very much likes what he sees in Emass and that there is only one way for the SP to go from here! What do they say? ... follow the smart money! Anyone hoping to buy NVU cheaper going forward might end up being extremely disappointed."

Hey Bravo ... could you perhaps ask Chat GPT for an analysis between the two?
And they’ve partnered with Weebit Nano. If only someone would have told BrainChip about Weebit Nano about 2 years ago. Oh that’s right, I did!
 
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HopalongPetrovski

I'm Spartacus!
And they’ve partnered with Weebit Nano. If only someone would have told BrainChip about Weebit Nano about 2 years ago. Oh that’s right, I did!
Coby recently said he had some interaction with BrainChip, so they are aware of each other.
 
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Frangipani

Top 20
Each and every time I have raised the question, "Name another company who has really succeeded at the edge or far edge"
it's always been deafly silence, going back to the days when I used to engage with crybabies on HC.

Hi @TECH,

I don’t know how you define “has really succeeded at the edge or far edge”, but there are definitely other players targeting the Edge AI market today that are already making money such as Blaize, Hailo or MemryX. They may not be neuromorphic, but they are undoubtedly competing with us for a share in the market. Some of them even have big-money strategic investors that believe in their future potential.

Unsurprisingly, they are also partnered with some of our partners:


AC9540D9-FF23-4563-81FD-EA8D8D0183F9.jpeg




This German website sells both the Hailo and Blaize configurations of the Unigen Cupcake Edge AI Server:


5EBF108B-1409-4DE4-A5C8-8F8D311AC444.jpeg


A4C609A7-DC5C-42B0-A66D-680A9B9DB48C.jpeg


As far as we know, there is still no Unigen Cupcake Edge AI Server with an Akida configuration on the market - almost 1.5 years after it was announced (https://unigen.com/brainchip-and-unigen-jointly-launch-an-edge-ai-server-for-complex-applications/) and more than a year after @BrainShit had found a reference to Akida as an AI Option in a February 2024 version of a Cupcake user guide (https://unigen.com/wp-content/uploads/2024/02/Cupcake-User-Guide-Ver-1.0.pdf). Surely, we would get a LinkedIn or X post once that happens… 🤭

Now that Akida is available on an M.2 factor, things will hopefully speed up:

61351845-5A27-4C2B-B2DC-8B9DA4F732C7.jpeg





Just some recent news articles to prove my point that there are other companies that can be considered “successful” players in the Edge AI market:


6A11C3D5-C04C-4116-A749-5BB11F89E88B.jpeg




755C7ABD-FEBE-498E-8DD1-1A7F490F6F01.jpeg




D3B97102-0B1F-4AC3-86F1-0460E306970E.jpeg



0743F856-B0DE-4376-B83C-1DAD6BEE7690.jpeg



BE4672EA-F1B2-447D-9E70-89A331E56DC5.jpeg



By the way, there’s a familiar face working for MemryX these days: Chris Stevens, our former VP WW Sales.

55368768-B5E5-4A88-8644-5D6C6832A048.jpeg
 
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TECH

Regular
Good evening from Kiwi,

This has probably already been cleared up during the day, but anyway......

The talk about USD or AUD with regards Seans RSU's etc..... our figures are always in USD, for example, the USAFL contract for
1.8 million was clearly in USD, that's how we trade, happy for Ken to correct me, but it's pretty black or white from where I sit.

The only time we don't is when we have raised funds through LDA Capital, which has/is always quoted in AUD, maybe, just maybe
in Lou's day it was in USD, but I can't be bothered double checking!

Serg explained it very clearly this morning, but we definitely report in USD.

Happy to be proven wrong...Tech.
 
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TECH

Regular
Hi @TECH,

I don’t know how you define “has really succeeded at the edge or far edge”, but there are definitely other players targeting the Edge AI market today that are already making money such as Blaize, Hailo or MemryX. They may not be neuromorphic, but they are undoubtedly competing with us for a share in the market. Some of them even have big-money strategic investors that believe in their future potential.

Unsurprisingly, they are also partnered with some of our partners:


View attachment 83969



This German website sells both the Hailo and Blaize configurations of the Unigen Cupcake Edge AI Server:


View attachment 83970

View attachment 83971

As far as we know, there is still no Unigen Cupcake Edge AI Server with an Akida configuration on the market - almost 1.5 years after it was announced (https://unigen.com/brainchip-and-unigen-jointly-launch-an-edge-ai-server-for-complex-applications/) and more than a year after @BrainShit had found a reference to Akida as an AI Option in a February 2024 version of a Cupcake user guide (https://unigen.com/wp-content/uploads/2024/02/Cupcake-User-Guide-Ver-1.0.pdf). Surely, we would get a LinkedIn or X post once that happens… 🤭

Now that Akida is available on an M.2 factor, things will hopefully speed up:

View attachment 83975




Just some recent news articles to prove my point that there are other companies that can be considered “successful” players in the Edge AI market:


View attachment 83964



View attachment 83965



View attachment 83967


View attachment 83962


View attachment 83963


By the way, there’s a familiar face working for MemryX these days: Chris Stevens, our former VP WW Sales.

View attachment 83966
Love your research, it's always detailed and top notch...great to see some named competition, thanks Frangi x
 
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BrainChip slideshow from Semiconductor Conference today hosted by Bell Potter.
Sean presented much better today.
Also interesting segments from WBT, 4DS, NVU amongst others.
Starting to see big improvements across the board, just wish it was the same with income

1746608591888.gif
 
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CHIPS

Regular
Looks like we have some more competition on the horizon...3 years away though, so time is on our side.



US Air Force wants to develop smarter mini-drones powered by brain-inspired AI chips​

Published 14 hours ago
Plans are underway to create new AI-powered drones that can fly for much longer than current designs.


FPV kamikaze drones flying in the sky.

Although neuromorphic computing was first proposed by scientist Carver Mead in the late 1980s, it is a field of computer design theory that is still in development.

Scientists are developing an artificial intelligence (AI) chip the size of a grain of rice that can mimic human brains — and they plan to use it in miniature drones.

Although AI can automate monotonous functions, it is resource-intensive and requires large amounts of energy to operate. Drones also require energy for propulsion, navigation, sensing, stabilization and communication.

Larger drones can better compensate for AI's energy demands by using an engine, but smaller drones rely on battery power — meaning AI energy demands can reduce flying time from 45 minutes to just four.
But this may not be a problem forever., Suin Yi and his team at the University of Texas have been awarded funding by the 2025 Air Force Office of Scientific Research Young Investigator Program (part of the Air Force Office of Scientific Research) to develop an energy-efficient AI for drones. Their goal is to build a chip the size of a grain of rice with various AI capabilities — including autonomous piloting and object recognition — within three years.

AI-powered miniature drones​

To build a more energy-efficient AI chip, the scientists propose using conducting polymer thin films. These are (so far) an underused aspect of neuromorphic computing; this is a computer system that mimics the brain’s structure to enable highly efficient information processing.

The researchers intend to replicate how neurons learn and make decisions, thereby saving energy by only being used when required, similar to how a human brain uses different parts for different functions.
Although neuromorphic computing was first proposed by scientist Carver Mead in the late 1980s, it is a field of computer design theory that is still in development. In 2024, Intel unveiled their Hala Point neuromorphic computer, which is powered by more than 1,000 new AI chips and performs 50 times faster than conventional computing systems.

Meanwhile, the Joint Artificial Intelligence Center develops AI software and neuromorphic hardware. Their particular focus is on developing systems for sharing all sensor information with every member of a network of neuromorphic-enabled units. This technology could allow for greater situational awareness, with applications so far including headsets and robotics.
Using technology developed through this research, drones could become more intelligent by integrating conducting polymer material systems that can function like neurons in a brain.
If Yi’s research project is successful, miniature drones could become increasingly intelligent. An AI system using neuromorphic computing could allow smaller and smarter automated drones to be developed to provide remote monitoring in confined locations, with a much longer flying time.



Well ... we have PICO!
 
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Motty

Member
Interesting @IloveLamp.

By the way, I thought it was likely to have been Intel that Sean was referring to as being the multinational company that was considering licensing Akida but had to pull back due to various factors, including challenges and market conditions in the last 12 months, such as its stock falling 60%.

It's the 60% that caught my ear, since Intel's stock did indeed experience a significant decline in 2024, dropping approximately 60% over the course of the year. Just a mere coincidence? Methinks not.

thx @MDhere yep understood, think we're on same page, i'm merely aiming to clearly distinguish between "bookings" and ultimate revenue/royalties (same same i would think)

Yes $9mil booking/pre-commit was clearly this year as stated .... ! got it !

What's interesting is how this is linked to Sean's bonus/whatever incentive you call it, and how this is pro rata'd based on partial $9m, or totally zero bookings this year, and further, is it linked to a delvierable date for incoming revenue, again pro rata based on 26', 27' or.......

SSC Out !
SS. I recall Antinio saying no bonus until 7.2 mil hit then it scales up.
 
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GazDix

Regular
Positives and negatives of the AGM for me and my perception.

Only one negative I have, but it is an important one.

- It has been mentioned many times about Viana's performance. No need to go over it in detail. But instead, focussing on that sort of personality. He will impact in a dominant way what the Board does and reacts/thinks. He said 'I personally take responsiblity' (for not putting out Non price Anns). So how is he leading the decisions in regards to ASX Anns? The cute Wayne Gretsky bullshit (made me vomit a bit) and then the weird 'we didn't say US' crap may be the sort of shit he pulls off in Board meetings... Like the 'upramping' rant - a personality who likes creating strawman arguments that shows he is more emotive than critical.

As mentioned at the Crapper, the Board also never spoke up when he made the 'we never said the US' garbage. Why? His two facedness when dealing with SL for the final resolution. A proper C U next Tuesday sort of bloke.
Not that I want to marry him, but The Board's culture was revealed a little during the AGM IMO and it isn't good.
We could have the best tech that could make a quadrillion dollars, but we won't if we have a Board that is not dynamic and choses to ignore its stakeholders.
This is a big risk to the company as a whole and how we ever execute or report anything especially when news could be good in the future.

- Sean's performance. Don't care too much. Reminded me of the 2023 one really.


Positives:

- In the tech speech it was mentioned more than once that 'it will be available in comprehensive silicon within 12 months' - referring to Akida 3.

- Shareholders speaking up and challenging the poor performance (especially in relation to communication). Great questions by FF and other SHs there in person apart from the numpties going off their heads.

- The company is listening to the tech demands and adjusting accordingly. Changing quickly in this industry is important. A roadmap finally in which even the dodgiest crypto companies have.

- In touch with at least 10 to 20 multinationals. One very large player that Sean mentioned more than once that cannot take on a risk now because they have laid off employees.


Overall, tech is still best in class. The Board isn't with its relationship to SHs. I think the way business is conducted will continue as usual. The waiting game continues. We need to deliver any kind of decent contract soon to catch the pump in M2 wave that will occur from here into 2026 (unless a black swan event happens). I think the odds of this happening is pretty good.
I've written to TD and expressed that we MUST put all X (Twitter) posts up as non-price sensitive ANNS as FF alluded to. There is just no excuse not to. Brainchip isn't responding the X followers. We are listed on the ASX.
I do worry about the execution of the good news when is happens, but it will happen in time.
 
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Guzzi62

Regular
Positives and negatives of the AGM for me and my perception.

Only one negative I have, but it is an important one.

- It has been mentioned many times about Viana's performance. No need to go over it in detail. But instead, focussing on that sort of personality. He will impact in a dominant way what the Board does and reacts/thinks. He said 'I personally take responsiblity' (for not putting out Non price Anns). So how is he leading the decisions in regards to ASX Anns? The cute Wayne Gretsky bullshit (made me vomit a bit) and then the weird 'we didn't say US' crap may be the sort of shit he pulls off in Board meetings... Like the 'upramping' rant - a personality who likes creating strawman arguments that shows he is more emotive than critical.

As mentioned at the Crapper, the Board also never spoke up when he made the 'we never said the US' garbage. Why? His two facedness when dealing with SL for the final resolution. A proper C U next Tuesday sort of bloke.
Not that I want to marry him, but The Board's culture was revealed a little during the AGM IMO and it isn't good.
We could have the best tech that could make a quadrillion dollars, but we won't if we have a Board that is not dynamic and choses to ignore its stakeholders.
This is a big risk to the company as a whole and how we ever execute or report anything especially when news could be good in the future.

- Sean's performance. Don't care too much. Reminded me of the 2023 one really.


Positives:

- In the tech speech it was mentioned more than once that 'it will be available in comprehensive silicon within 12 months' - referring to Akida 3.

- Shareholders speaking up and challenging the poor performance (especially in relation to communication). Great questions by FF and other SHs there in person apart from the numpties going off their heads.

- The company is listening to the tech demands and adjusting accordingly. Changing quickly in this industry is important. A roadmap finally in which even the dodgiest crypto companies have.

- In touch with at least 10 to 20 multinationals. One very large player that Sean mentioned more than once that cannot take on a risk now because they have laid off employees.


Overall, tech is still best in class. The Board isn't with its relationship to SHs. I think the way business is conducted will continue as usual. The waiting game continues. We need to deliver any kind of decent contract soon to catch the pump in M2 wave that will occur from here into 2026 (unless a black swan event happens). I think the odds of this happening is pretty good.
I've written to TD and expressed that we MUST put all X (Twitter) posts up as non-price sensitive ANNS as FF alluded to. There is just no excuse not to. Brainchip isn't responding the X followers. We are listed on the ASX.
I do worry about the execution of the good news when is happens, but it will happen in time.
I sort of agree, especially about refusing to acknowledge the redomicile "thing" a very odd thing to say.

The board should never argue with Antonio in public, never!

That about the worst you can do for a company.

Sadly, I didn't see the road map video, but it sounded like something that's very important for potential customers, showing them that BRN are a serious company. Hopefully it will be possible to see it soon.

All in all, I am positive and think things are about to happen.

Hmm, didn't we say that in 2023 & 24 LOL, no, I think this is our time: the next 12 month.
 
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HopalongPetrovski

I'm Spartacus!
I sort of agree, especially about refusing to acknowledge the redomicile "thing" a very odd thing to say.

The board should never argue with Antonio in public, never!

That about the worst you can do for a company.

Sadly, I didn't see the road map video, but it sounded like something that's very important for potential customers, showing them that BRN are a serious company. Hopefully it will be possible to see it soon.

All in all, I am positive and think things are about to happen.

Hmm, didn't we say that in 2023 & 24 LOL, no, I think this is our time: the next 12 month.
At the end of the Tech roadmap there was a note on the website saying a recording will be available on the BRN website in a few days.
 
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IloveLamp

Top 20
I sort of agree, especially about refusing to acknowledge the redomicile "thing" a very odd thing to say.

The board should never argue with Antonio in public, never!

That about the worst you can do for a company.

Sadly, I didn't see the road map video, but it sounded like something that's very important for potential customers, showing them that BRN are a serious company. Hopefully it will be possible to see it soon.

All in all, I am positive and think things are about to happen.

Hmm, didn't we say that in 2023 & 24 LOL, no, I think this is our time: the next 12 month.
The board could've corrected Antonio without turning it into an argument, and should've imo, instead of letting him carry on telling the shareholder he was incorrect.

Clearly Antonio doesn't read our announcements......or maybe he simply forgot. Either way, it's not a good look.
 
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IloveLamp

Top 20
View attachment 83944

1000005594.jpg
1000005596.jpg
 
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jrp173

Regular
The board could've corrected Antonio without turning it into an argument, and should've imo, instead of letting him carry on telling the shareholder he was incorrect.

Clearly he doesn't read our announcements......or maybe he simply forgot. Either way, it's not a good look.

Absolutely. A total disaster. There was no need for "the board to argue in public" as Guzzi tries to make out.

Any board member could have simply said "Antonio, sorry, I think we should take a moment to check the ASX announcement before we continue"... that simple....
 
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Rach2512

Regular

Advanced Algorithms including
Cognitive Radar
Neuromorphic Computing

Screenshot_20250507_205930_Samsung Internet.jpg

Screenshot_20250507_210019_Samsung Internet.jpg



 
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Bravo

If ARM was an arm, BRN would be its biceps💪!

Advanced Algorithms including
Cognitive Radar
Neuromorphic Computing

View attachment 83994
View attachment 83996



Talk about super sleuthing!

Love your work Rach 🔍

1746625321985.gif
 
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Late April, EDGX pushing out a general DPU sat product running on NVIDiA and have included an optional Akida module for ultra low power applications and event processing.



EDGX DPU - Onboard AI Compute powered by NVIDIA​


1746626425436.png


Key highlights

The EDGX DPU is the most optimal earth-like AI processing system hardened to scale in space. Powered by NVIDIA Jetson Orin NX technology, this DPU is designed for powerful, energy-efficient and scalable onboard AI computing for smallsats.
It combines advanced AI processing with a modular architecture and includes an optional neuromorphic module for ultra-low-power applications. A built-in supervisory system improves reliability and availability through real-time monitoring and automated recovery. The DPU supports flexible power mode configuration, allowing users to adapt power consumption to mission constraints. Designed for ease of development, it features a Docker-based application deployment framework and is reprogrammable through reliable over-the-air (OTA) updates. Qualified for radiation, thermal, mechanical, and electromagnetic conditions, the compact and efficient DPU integrates seamlessly into a wide range of satellite platforms and supports all common European and U.S.-based launch vehicles.

Applications
Satellite Communication
  • 5G/6G NTN onboard gNodeB Acceleration
  • Spectrum Monitoring
  • Radio Resource Management
  • Network Traffic Management
Earth Observation (SAR / Optical / Hyperspectral)
  • Data Compression, Reduction, Calibration
  • Data Preprocessing (L0 => L2)
  • Cognitive Sensors
In-orbit servicing
  • Rendezvous & Proximity Operations (Pose Estimation)
  • Asset monitoring & Tracking
Key features
  • 157 TOPS AI compute
  • [Optional] Neuromorphic Processing Unit Card (BrainChip Akida, < 2.5 W mode, for event-based processing)
  • Radiation-tested: 30 Krad TID, SEE-hardened (LETth 38 MeV·cm²/mg)
  • Vibration & TVAC tested, EMC/EMI compliant
  • Compact & lightweight: 0.5U, <1 kg
  • Flexible power mode configuration: 2.5W / 10W / 30W / 40W
  • Flexible I/O: PCIe 4.0, USB 3.2, Ethernet, CAN, UART
  • Robust software: Linux (Yocto), FreeRTOS, Docker, OTA
  • Memory & storage: 16 GB LPDDR5, 1 TB NVMe SSD
  • Designed for LEO & standard launchers
Manufacturing
Design, Manufacturing and AIT fully executed in Belgium (EU)
 
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Rach2512

Regular
Talk about super sleuthing!

Love your work Rach 🔍

View attachment 84004


OMG, it's nothing compared to your capabilities, your work is phenomenal 👏, you are so very clever and funny 🥰, but thank you it means a lot 😊
 
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