Had a peek under the hood at my Ignore list postings.
We are all feeling the disappointment of the dropping share price, I suspect even those who have taken the opportunity to buy more.
The delay has allowed competitors to get a foot in the door.
For my part, I take the successes like the FG GR801 as strong validation of our tech. I take the roadmap at face value - the best is yet to come on the tech front, even though Sean has had to backflip on his initial evaluation of Akida 1.
Laguna Hills, Calif. – December 15, 2024 –
BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY),
the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI, today announced that Frontgrade Gaisler, a leading provider of radiation-hardened microprocessors for space applications, has licensed its Akida™ IP for incorporation into space-grade, fault-tolerant system-on-chip solutions for hardware AI acceleration. This commercial license agreement paves the path forward for AI chips to be deployed in space. The Akida neuromorphic computing solution was selected based upon providing real time data stream processing with resiliency, autonomy and accuracy at the lowest power, mass and volume.
The European Space Agency (ESA) has been leading the efforts to deploy neuromorphic computing to the furthest edge of AI. “While many fields no doubt can benefit from neuromorphic computing, one essential area is computer vision applications where current FPGA or GPU technology does not bring satisfactory results for edge deployments when considering mass, volume and power constraints,” said Laurent Hili, microelectronics and data handling engineer at the ESA. “This program has demonstrated the superiority of neuromorphic technology through several on-going activities with satellite primes and IP/components suppliers such as Frontgrade Gaisler and BrainChip.”
BrainChip’s neuromorphic AI will boost space-borne, on-board computers with superior power efficiency and inference performance while maintaining compatibility with existing Convolutional Neural Networks (CNNs).
“For the last 20 years, Gaisler’s space-grade microprocessors have been successfully deployed to every planet of our solar system in missions from ESA as well as most other space agencies,” said Sandi Habinc, General Manager at Frontgrade Gaisler, a Frontgrade company. “Together with BrainChip, we evaluated the Akida IP and decided that the next step of licensing it would beneficially augment our future space processors with neuromorphic AI.”
“This collaboration with Frontgrade Gaisler to license Akida IP for implementation into space SoCs represents an important step in satisfying the market demand for space-based AI deployments, turning into reality what once was considered unattainable,” said Sean Hehir, CEO of BrainChip. “We are pleased to expand on our trusted relationship with Frontgrade as they push the boundaries of space computing.”
https://brainchip.com/frontgrade-gaisler-licenses-brainchips-akida-ip-to-deploy-ai-chips-into-space/
I don't know how much this licence has earned for us. Space is not a mass market, so maybe we had to cut then a special deal. Sean referred to it as a collaboration. But having a serious player commit to incorporating Akida in silicon is a major plus.
Then there's the USAFRL radar project with RTX (Raytheon):
BrainChip,
with assistance from Raytheon Company, will execute an initiative led by the Air Force Research Laboratory titled “Mapping Complex Sensor Signal Processing Algorithms onto Neuromorphic Chips.”
https://www.embedded.com/brainchip-...artnership-on-afrl-neuromorphic-radar-project
This project will undergo stringent assessment, but making it to first base with RTX as a partner is a good sign.
There are other small but important wins like Onsor, Arquimea, ...
As I said the other day, CES 2026 will see the demo of the Akida/QV Edge AI Box (with 2 Akida chips) programmed for cybersecurity. The fact that this arose from a DoE SBIR suggests to me that the SBIR project was well accepted. HaiLa is also partnering with BRN to demonstrate AI enhanced WiFI/BlueTooth, and we are also demonstrating AI vision for drones with Deep Perception, as well as a demo of Akida 2 cloud FPGA and an early look at Akida 3 architecture.
https://brainchip.com/ces-2026/
Tony Lewis is genuinely enthused by TENNs and its performance. If Akida 1 is the ant's pants, TENNs is the tuxedo.
The bugbear is that, with such radical technology, the time to market has exceeded all our expectation.