Dolci
Regular
ah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
I suspect the Fools will be releasing there updated research paper soon enough. The stage is set for something positive from Sean I hope. Those Fools are not the guys to friendly to BRN...........hey, Pdu it seems that you could have got a better deal today with your super investment, matter in fact if you wait till Friday it will be even better for you ...
MegaportX.
Ease up, Dolciah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......
No need for that.
The LDA deal in its entirety is an insolvency blocker to go with our Insider holdings take over blocker.
The level of insider holdings indicates confidence.
Smart strategies by the BOD.
The latest quarterly report shows 5.1 quarters of cash left so there was no pressing need for cash. The first call to be made on or before 30th June'25.
No need to make a call until May'25 or thereabouts.
I think its likely we will see a lucrative deal drop soon. The problem is that there is likely a decent time lag between sign up and cash flow - hence LDA. Once a deal drops there will be more to follow IMO.
Also we are on a development roll PICO, M2, TENNs, aTENNuate etc and I expect more of these which costs $.
Client trials may result in us spending $ to make a custom change or 2 before deal finalisation.
We may have to spend a few $$ on defense related R & D. The Air Force contract did not just drop 'out of the blue'. There would have been discussions going for a while. Trump won in early Nov'24. He did not just dream up the 'Iron Dome' overnight - he will just push it along.. The Defense planners would have been working on this for some time as a solution to brainstormed potential threats - uncertainty calls for new and fresh ways of doing things, looking for a new 'Edge' - and some always make money out of uncertainty spending.
There is also talk about BRN and Radar. We have seen a BRN Press release concerning Radar. Bascom Hunter using AKIDA in their defense products.
There is also a thread created by uiux titled Brainchip+RTX. Its a good read.
There are lots of chips out there all with their own special little advantages over others for various end uses.
No one come close to AKIDA/Gen2/TENNs when it comes to Defense, Civilian safety applications, aviation and shipping, space, Auto safety and certain health applications.
Not worried about recent SP noise as we had strayed to far from averages and were overbought.
Starting to look a bit oversold.
In summary we are after big LDA $$ because we have big plans. Otherwise why bother.
Papacass
Regular
Isn’t it strange that the only traction the company is getting is via physical AKD1000 chips, the same chips that Vianna and Hehir said were “too narrow” in their application. No one knows where the chips are coming from. Were they in stock from the TSMC run way back? I’m starting to think that turning a ground breaking nascent technology into an IP only business plan was not the greatest idea. AKD2000 seems to be smoke and mirrors no matter how good the simulation software is. I think potential customers are baulking at the idea that they have to design and fab a chip themselves in order to incorporate our IP. It’s a big ask. Technology - priceless. Execution - woeful. Let’s hope a rabbit gets pulled from a hat. Onward.
Dolci
Regular
yeah, to get their free RSU at the AGM... anyway I wouldn't rely too much on them, ..........what is really needed is revenue & that won't show up till next quarterly if there is somthing there, & I would say an IP license that would be a miracle now ..........I suspect the Fools will be releasing there updated research paper soon enough. The stage is set for something positive from Sean I hope. Those Fools are not the guys to BRN..
MegaportX.
Dolci
Regular
There is some truth in that statement.
How many companies design their own chips?
Answer by Goggle:
While not every company designs their own chips, a significant number of large tech companies like Apple, Amazon, Google, Microsoft, Meta, Tesla, and Baidu have started designing their own chips, particularly for specialized applications like artificial intelligence and data centers, making the number of companies designing their own chips relatively small but growing in recent years; most companies still rely on established chip manufacturers like Intel, Samsung, and TSMC for their chip needs.
Key points about chip design:
- Large tech giants leading the trend:
Companies like Apple, Amazon, and Google are actively designing their own chips to gain more control over performance and efficiency for their specific needs.
- Specialized chip design:
Many companies are focusing on designing chips for specific applications like AI, cloud computing, and autonomous vehicles.
- Cost and complexity:
Designing custom chips can be expensive and requires significant technical expertise, which is why many companies still choose to buy off-the-shelf chips.
- Manufacturing reliance:
Even companies designing their own chips often rely on established chip manufacturers like TSMC to produce them.
Where BRN fits in I don't know to be honest.
I can understand why it must be very difficult to sell an IP.
The buyer must have a specific need for it and in huge numbers or they will loose money on the exercise.
This is how I understand it?
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Pom down under
Top 20
I know and I can’t wait until we hit the $10 mark, just hope I’m still aliveah, one took the bait too early, as your 30% is just a drop in the Ocean where it is going .......
I think its slow market adoption of AI at the Edge, especially AKIDA style rather than IP that is the issue.
AKIDA is not a traditional AI Edge solution and no one ever got fired for choosing to go with IBM or NVIDIA. ..
Just need that 1st decent deal to drop.
Papacass
Regular
You’re right. Plus they definitely have the resources to produce a gazillion chips. Megachips is the other obvious one. PVDM said years ago words to the effect that shareholders did not fully understand the worth of the Megachips deal. Here’s hoping. Mario Kart anyone?
Nice to have ARM as a partner
www.linkedin.com
Arm on LinkedIn: We’re proud to partner with OpenAI, SoftBank Group Corp., and SoftBank…
We’re proud to partner with OpenAI, SoftBank Group Corp., and SoftBank Corp. on Cristal intelligence - a new initiative to develop Advanced Enterprise…
Earlyrelease
Regular
Papa you raise a good point and one that hasn't been discussed in a long time. That being how many chips did they make and now how many are left. Whilst I know this discussion could be taken down a negative path I want to focus on the positives and likely next steps, well from an ill informed retail investor. The first question arising from how many were left is we don’t know how many were produced and without speculation as we did to death back then that was never disclosed. So what next if no IP and no chips what do we have. Maybe that was why the sudden capital raise was it for another batch of Ak1000, this time maybe produced in the good old USA to prove it can be made away from TSMC and to get other chip makers to see our product whilst being able to continue to provide the “show and tell” market hoping they buy the IP as intended. If that is the case and there is not yet an IP buyer for AK 2000+ could it be they make both?. Yes purely tantalising thought but based on nothing but hope but love to hear thoughts of others. And finally for those neigh sayers I am still holding from the original listing and have only bought and still buying as my pennies allow but as a spec stock which I like many others think there is too much smoke for there not the be fire…. Eventually.
Bravo
If ARM was an arm, BRN would be its biceps💪!
Frangipani
Top 20
Also, Laurent Hili’s comment that I posted earlier today points to Akida technology being envisioned for a lunar lander initially - an ESA mission to the Moon, not to Mars.
I believe the Argonaut lunar lander is what we might be looking at - ESA recently announced that it is targeting 2031 for the lander’s first mission to the Moon’s surface.
Argonaut
Argonaut is Europe’s autonomous access to the Moon, allowing us to play a major role on the surface of our natural satellite. The lunar lander is being designed for a series of missions with many options for its payloads – from cargo and infrastructure delivery to scientific operations, a rover...www.esa.int
SCIENCE & EXPLORATION
Argonaut
46942 VIEWS221 LIKES
ESA / Science & Exploration / Human and Robotic Exploration / Exploration
Argonaut is Europe’s autonomous access to the Moon, allowing us to play a major role on the surface of our natural satellite. The lunar lander is being designed for a series of missions with many options for its payloads – from cargo and infrastructure delivery to scientific operations, a rover or a power station, Argonaut is being designed as a versatile access to the Moon.
Argonaut elements
Argonaut will launch on an Ariane 6 rocket in a direct flight to the Moon. An Argonaut mission from launch to landing could take from a week to a month, depending on orbits and mission design. No area is off-limits for Argonaut, the spacecraft will be able to land at any region on the Moon.
The Argonaut spacecraft has three main components: the lunar descent element that takes care of flying to the Moon and landing on target, the cargo platform element that is the interface between the lander and its payload, and finally, the element that mission designers want to send to the Moon.
Adaptability is key in the Argonaut design, the cargo platform element is designed to accept any mission profile: cargo for astronauts near the landing site, a rover, technology demonstration packages, production facilities using resources on the Moon, a lunar telescope or even a power station.
Argonaut is continuing Apollo and Artemis tradition to name lunar missions after Greek mythology. Argonaut is the name given to the sailors of the Argo ship who took Jason on the quest to find the golden fleece. ‘Argonaut’ means ‘sailors of the Argo’ and the individual missions using ESA’s lunar lunar delivery service will be named after the individual mythical Argonauts.
Space agencies have much in store on the Moon for humankind and Argonaut is offering autonomous European access as well as strong possibilities for partnership. As part of the Artemis programme, ESA is participating in NASA’s Orion service module that ferries astronauts, and Europe is supplying modules to the international Gateway in lunar orbit. Argonaut could be an independent complement to the Artemis programme offering cargo delivery and more.
Leading Moon exploration with strong partners
Argonaut
The lunar lander is being designed with versatility in mind as a strong part of ESA’s lunar strategy and Argonaut could be included in the Artemis programme to deliver cargo, rovers and more, or as stand-alone scientific missions.
The Apollo astronauts never lived and work through the lunar night – a night on the Moon is 14 days long and temperatures on the surface plummet to a chilling –150°C.
One capability of the lander will be to bring a sizable share of the food, water, air, and equipment for a crew of four women and men working on the Moon through the night. The Argonaut lunar descent element will be able to bring up to 2100 kg worth of cargo platform element and payload to the Moon – equivalent to a camper van. The European lander can deliver much more than simple cargo: it could function as a survival kit for the explorers of our new frontier.
Sustaining Moon science for decades
What is ESA’s Moonlight initiative?
Access the video
For scientists, the Moon’s qualities of being interesting, close, and useful are an enticing motivation to understand our place in the Universe. Argonaut will allow going beyond short excursions with just a handful of instruments. Driven by scientists’ priorities, the European lander would allow samples to be analysed from previously unexplored and hard-to-get-to regions of the Moon.
Argonaut will use ESA’s Moonlight navigation and telecommunication capabilities around the Moon, allowing for fast communication with the Gateway and Earth to return scientific or operational data, as well as location finding for the automated landing – Argonaut will be able to land with an accuracy of less than 100 m.
Terrae Novae destinations: Moon
The teams in ESA, international partner agencies, European industry, and in the scientific institutions are on this journey together that will bring benefits in the form of inspiration, innovation, and economic growth to all Europeans.
Argonaut was approved at ESA’s Council at ministerial level in 2022 and is now in development. Five missions are foreseen in the next decade, fitting in with ESA’s Terrae Novae strategy for human and robotic exploration.
Technical details
Launcher Ariane 64 Launch Site Kourou, French Guiana Mass on Earth 10 000 kg Mass on the Moon without cargo 1600 kg Delivered mass (CPE+ payload) up to 2100 kg Size 4.5 m in diameter, up to 6 m tall Landing accuracy 50–100 m Mission types Multiple and diverse:
- Cargo logistics
- Science & exploration missions
- technology demonstration packages
- Power generation, storage and distribution systems
- in-situ resource utilisation plants
- and more...
A CAD model for illustration purposes of the Lunar Descent Element is available here. Please consider mentioning ESA if any material is made using this CAD model
Update:
I just noticed that Alf Kuchenbuch has meanwhile edited his post, adding (“That is my dream.”), and that Laurent Hili posted an identical comment twice in response to a) that post resp. b) Alf Kuchenbuch’s comment under yesterday’s post by Steve Thorne, making it crystal-clear that it will still take time until Alf’s dream might come true (and at the same time also stresses that it is by no means 100% guaranteed - he literally says BrainChip “could” play a role, not “will” play a role and that it is one of the technologies they are seriously looking at - I am not sure whether he wanted to express the alternatives they are looking at are non-neuromorphic or whether that could also point to one or more neuromorphic competitors being evaluated in parallel by ESA…)
“We are actively working on it to make it a reality(…) #brainchip could play a role and is one of the technology [sic] we are seriously looking at.”
Sounds to me as if either someone from ESA or BrainChip requested Alf Kuchenbuch to edit his post in order to clarify we’re not there, yet, and to stop the rumour mill…
View attachment 69145
View attachment 69144
In September
, I speculated that Laurent Hili from ESA may have been hinting at the future Argonaut Lunar Lander, when he posted on LinkedIn that neuromorphic computing was being considered by ESA for several use cases, including a lunar lander.Today I noticed Alf Kuchenbuch celebrating a 30 January LinkedIn post by ESA, in which they announced they had signed a contract with Thales Alenia Space in Italy to lead European aerospace companies in building the Argonaut Lunar Descent Element, ESA’s first lunar lander, to be delivered in 2030.
#argonaut | European Space Agency - ESA | 23 comments
#Argonaut: Europe's first lunar lander. ESA’s Argonaut will establish Europe's independent access to the Moon, with regular missions planned from the 2030s. Thales Alenia Space in Italy leads the European consortium to build this versatile lunar descent module.👉https://lnkd.in/e3dYDA7V | 23...
Argonaut: a first European lunar lander
The European Space Agency (ESA) has signed a contract with Thales Alenia Space in Italy to lead European aerospace companies in building the Argonaut Lunar Descent Element, ESA’s first lunar lander.
www.esa.int
SCIENCE & EXPLORATION
Argonaut: a first European lunar lander
30/01/20255734 VIEWS102 LIKESESA / Science & Exploration / Human and Robotic Exploration
The European Space Agency (ESA) has signed a contract with Thales Alenia Space in Italy to lead European aerospace companies in building the Argonaut Lunar Descent Element, ESA’s first lunar lander.
A Moon exploration scenarioESA’s Argonaut represents Europe’s autonomous and versatile access to the Moon, supporting international exploration endeavours on the lunar surface. From the start of the next decade, the spacecraft will launch on regular missions to the Moon. These could deliver infrastructures, scientific instruments, rovers, technology demonstrators and vital resources for astronauts on the lunar surface such as food, water and air.
Argonaut will be able to survive the harsh lunar night and day for five years, providing a key capability for sustainable lunar exploration.
A mock-up of the Argonaut lunar descent element on show at the LUNA facility inaugurationArgonaut is a cornerstone of ESA’s lunar exploration strategy and is designed to work seamlessly with ESA’s Lunar Link on the Gateway and Moonlight communication and navigation systems.
Argonaut is one of Europe’s contributions to international lunar programmes, particularly NASA’s Artemis programme and commercial lunar lander services, contributing to establishing a permanent and sustainable human presence on the Moon.
The spacecraft for an Argonaut mission has three main components: the lunar descent module that takes care of flying to the Moon and landing on target, the payload, and the cargo platform that acts as the interface between the lander and payload.
Argonaut elementsThales Alenia Space in Italy will be leading the European consortium to build the lunar descent module; the rest of the core team includes Thales Alenia Space in the United Kingdom and France, and OHB.
The team will deliver the Argonaut Lunar Descent Element in 2030 for the first operational mission, ArgoNET, expected in 2031.
By the end of 2026, the industrial consortium in charge of using the first Lunar Descent Element will be selected.
"The Argonaut contract signature is a pivotal moment for Europe’s lunar exploration ambitions," says Daniel Neuenschwander, ESA Director for Human and Robotic Exploration.
Argonaut mission patch"This first-of-its-kind European lunar lander demonstrates ESA’s dedication to advancing our industrial capabilities in deep space exploration. Argonaut will enable Europe to contribute meaningfully to international partnerships, while paving the way for a sustainable human presence on the Moon. Europe is on its journey to the Moon and has broken the ground towards European autonomy in exploration," he adds.
Frangipani
Top 20
So Sriniketh seriously saw some secret silicon?
“
Recently discovered BrainChip’s Akida 2.0 neuromorphic chip and I’m blown away! 
”Wouldn’t we all be, if that had really happened?!
The above post appears to be the (over?-)enthusiastic ASU Master student’s (ChatGPT-aided?) application for a summer internship with BrainChip on a LinkedIn form factor.
Frangipani
Top 20
On 28 January, Jörg Conradt, who leads the Neuro Computing Systems Lab at KTH Royal Institute of Technology in Stockholm, gave a presentation titled "Energy-smart Neuromorphic Sensing and Computation for Future Space Applications” at the AI for Space Applications Workshop that took place at KTH’s Digital Futures hub.
The workshop was held as part of the ASAP project:
View attachment 77025
View attachment 77021
While the first presentation slide didn’t look too exciting from a BRN shareholder’s perspective…
View attachment 77022
… we actually did get a mention later on, when Jörg Conradt touched upon a number of neuromorphic startups…
View attachment 77023
…although he didn’t get it quite right. Not only did he mix up the names of our company and its neuromorphic processor - he also misspelled and pronounced the latter as “Aikida”. And since when does BrainChip sound like a place name?
To be fair, though, he actually gave us an “out of this world” mention by pointing to what he mistook to be our company’s name and telling his audience (from 14:50 min):
“In fact, this company develops IP, and a very big Sweden-based space company has recently teamed up with Aikida [sic] to develop hardware - computing hardware - that they can send into space, that is potentially very robust against radiation and other effects.
So we have a common project starting on what to do with that hardware, and that’s my point of contact into space.”
It sounds as if Jörg Conradt’s lab at KTH will somehow be involved with whatever Frontgrade Gaisler has planned for Akida…
All the more reason he ought to familiarise himself with A & B ASAP.
Encouragingly, Akida made another appearance shortly after (this time with impeccable orthography) - if only for a split second, before Jörg Conradt moved on to the next slide. It was in the context of a research project titled Neuromorphic Edge Computing for Urban Traffic Monitoring in the city of Stockholm, funded by Digital Futures, a cross-disciplinary research centre established by KTH Royal Institute of Technology, Stockholm University and RISE Research Institutes of Sweden. Akida was listed alongside SpiNNaker 2 and Loihi 2 under “neuromorphic chips” and even had the honour of providing an exemplary image for that category.
View attachment 77027
View attachment 77030
View attachment 77031
Jörg Conradt didn’t specify whether or not the different neuromorphic processors were going to get benchmarked against each other, but I assume that’s the plan.
Here is some further information I found about said project that runs from January 2024 to December 2025 and “estimates a 100x reduction in power and a 20x reduction in installation cost.”
Edge computing for urban traffic monitoring — Digital Futures
Embedding low-power event cameras with low-power neuromorphic local computation provides a uniquely scalable solution for the growing need to monitor urban traffic and resource flows in real time...www.digitalfutures.kth.se
View attachment 77028
View attachment 77029
View attachment 77032
I wonder whether this urban traffic monitoring project with the help of event-based cameras was somehow inspired by the 2023 tinyML Pedestrian Detection Hackathon submission (utilising Akida) from Cristian Axenie’s SPICES lab at TH Nürnberg. It doesn’t seem that far fetched to make a connection - after all, they know each other well: Jörg Conradt was Cristian Axenie’s PhD supervisor at TUM (Technical University of Munich).
In the light of my recent post about Jörg Conradt (KTH Stockholm), his upcoming talk at the University of Cambridge (and online via Zoom) titled “Low-power embedded event-based vision processing for low-latency robotics” could be rather interesting…
rgupta
Regular
As per my memory brainchip paid 8 million plus to socionext for akida 1000 and we know only about 1st product batch as market announcement. So how were the arrangements and what were the arrangements no one knows, but I assume there must be some agreement on batch production of those chips and that is how we are keeping getting akida 1000.Papa you raise a good point and one that hasn't been discussed in a long time. That being how many chips did they make and now how many are left. Whilst I know this discussion could be taken down a negative path I want to focus on the positives and likely next steps, well from an ill informed retail investor. The first question arising from how many were left is we don’t know how many were produced and without speculation as we did to death back then that was never disclosed. So what next if no IP and no chips what do we have. Maybe that was why the sudden capital raise was it for another batch of Ak1000, this time maybe produced in the good old USA to prove it can be made away from TSMC and to get other chip makers to see our product whilst being able to continue to provide the “show and tell” market hoping they buy the IP as intended. If that is the case and there is not yet an IP buyer for AK 2000+ could it be they make both?. Yes purely tantalising thought but based on nothing but hope but love to hear thoughts of others. And finally for those neigh sayers I am still holding from the original listing and have only bought and still buying as my pennies allow but as a spec stock which I like many others think there is too much smoke for there not the be fire…. Eventually.
But frankly speaking how many akida 1000 you reckon brainchip may had used till date, coz the revenue is not showing about use of akida 1000. The only bulk use case may be edge boxes but still we get no revenue from them either.
Dyor
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