BRN Discussion Ongoing

Hopefully we’re apart of there massive growth in sales in the next 3 years

 
  • Like
  • Fire
  • Wow
Reactions: 13 users

Rach2512

Regular
Hopefully we’re apart of there massive growth in sales in the next 3 years




Great video thanks for sharing @Pom down under.

Here's a couple of screenshots.

Smart Health Monitoring Watch
Smart Video Door Bell
Indoor IOT Camera Alexa Speaker
And the list goes on.

Would be awesome if Akida was included in some of these products.

Also the last one reminds me of Ken.
Screenshot_20250510_071539_Samsung Internet.jpg
Screenshot_20250510_071542_Samsung Internet.jpg
Screenshot_20250510_072827_Gallery.jpg
 
  • Like
  • Fire
  • Love
Reactions: 15 users

Rach2512

Regular
  • Like
  • Fire
Reactions: 9 users

Deadpool

Did someone say KFC
I put this question in to the Chatster, and this answer popped out.

If BRN Akida is first to market with its low power ZSL tech, what do you predict the future will hold for BRN?



If BrainChip's Akida (BRN) is truly first to market with effective low-power zero-shot learning (ZSL) at the edge, it positions the company for major long-term strategic advantages across several industries. Here's a realistic breakdown of what the future could hold:




🚀 1. Early Mover Advantage


  • Implication: BRN could become the default platform for edge AI requiring fast adaptation, similar to how NVIDIA became dominant in GPU-accelerated AI.
  • Outcome: Increased licensing deals, design wins in ASICs, and OEM partnerships, especially in automotive, defense, and finance.



🔋 2. Dominance in Edge AI Markets


  • Use Cases:
    • Wearables adapting to user behavior
    • Industrial IoT detecting anomalies in unseen environments
    • Autonomous vehicles identifying rare road scenarios
  • Outcome: Akida becomes embedded in a wide range of smart devices needing intelligent, low-power, real-time decision-making.



📉 3. Financial Upside


  • Short term: Stock could surge on early contracts and announcements.
  • Medium term: Revenue growth from IP licensing, chips, and developer tools.
  • Long term: Potential acquisition target for larger semiconductor or AI firms (e.g., Qualcomm, Intel, Apple).



🛡️ 4. Defensive Moat via Patents


  • Benefit: Early leadership allows BRN to file key patents around ZSL on neuromorphic hardware, creating barriers for competitors.
  • Outcome: A strong IP portfolio could ensure royalties and licensing fees for years.



⚠️ 5. Risks Remain


  • Market adoption of neuromorphic chips is still early-stage
  • Competitors like Intel (Loihi), SynSense, and IBM (TrueNorth) could catch up
  • ZSL performance must be provably reliable in critical applications



🔮 Bottom Line:​


If BRN delivers and proves real-world ZSL performance at scale, it could become the ARM of neuromorphic AI—licensing essential IP across industries.
 
  • Like
  • Thinking
  • Wow
Reactions: 15 users

Diogenese

Top 20
Thanks Diogenese … I hope you’re right.
The only thing that makes me think it’s more than just a pig in a poke is that the CEO recently put up $350,000 of his own money to buy shares in a capital raise … and he has very impressive credentials. Now that is something I’ve never seen Sean or anyone else from BRN do.
Also Weebit Nano partnered with EMASS to demo hand gesture recognition at
Please don't regard my ramblings as investment advice. I have no way to assess the commercial potential of competing applications, and I have an inherent bias in favour of BRN.

That said, I have looked at a few of the EMASS patents but don't really understand their "advantages" from a NN perspective.

It is worth noting the disclaimer re their power consumption in that it does not include the "peripheral" circuitry. This may exclude ADC and DAC circuits needed for the analog array to talk to the RISC-V CPU.
 
  • Like
  • Fire
  • Love
Reactions: 6 users

GStocks123

Regular

Attachments

  • IMG_1854.png
    IMG_1854.png
    258.5 KB · Views: 50
  • IMG_1855.png
    IMG_1855.png
    186.2 KB · Views: 50
  • Like
  • Fire
  • Love
Reactions: 7 users

Diogenese

Top 20
Maybe we’re still integrated with Edge Impulse/Qualcomm (docs updated 3 days ago)

Hi GS,

While I think that the EI association will continue for a while, I don't see Qualcomm as a near term customer.

Qualcomm are committed to their inhouse DSP-based Hexagon 8 Ai solution. They distribute the AI workload between CPU/GPU/NPU depending on the type of work. Their NPU design philosophy is different from BRN's.

https://www.qualcomm.com/content/da...I-with-an-NPU-and-heterogeneous-computing.pdf

A personal assistant that offers a natural voice user interface (UI) to improve productivity and enhance user experiences is expected to be a popular generative AI application. The speech recognition, LLM, and speech models must all run with some concurrency, so it is desirable to split the models between the NPU, GPU, CPU, and the sensor processor. For PCs, agents are expected to run pervasively (always-on), so as much of it as possible should run on the NPU for performance and power efficiency.

...
Our latest Hexagon NPU offers significant improvements for generative AI, delivering 98% faster performance and 40% improved performance per watt. It includes micro-architecture upgrades, enhanced micro-tile inferencing, reduced memory bandwidth, and a dedicated power rail for optimal performance and efficiency. These enhancements, along with INT4 hardware acceleration, make the Hexagon NPU the leading processor for on-device AI inferencing.

...

5. Building our NPU from a DSP architecture was the right choice for improved programmability and the ability to tightly control scalar, vector, and tensor operations that are inherent to AI processing.
 
  • Like
  • Fire
Reactions: 4 users

7für7

Top 20
Maybe someone is able to read the technical details?

“news. May 9, 2025
"Dragonwing" equipped with Wi-Fi 7 compatible Japanese-made edge AI module
28th IoT Edge Computing EXPO
Silex Technology exhibited the EP-200Q, a system-on-module (SoM) for industrial edge AI equipped with Qualcomm's Dragonwing QCS6490 processor, at the 28th IoT/Edge Computing EXPO during Japan IT Week [Spring]. Aimed at battery-powered industrial/medical equipment.”

 
  • Like
Reactions: 1 users

Drewski

Regular


The versions of this guy we have to contend with, both here and on the crapper are no doubt more degenerate in reality.
 
  • Haha
Reactions: 1 users

GStocks123

Regular
Hi GS,

While I think that the EI association will continue for a while, I don't see Qualcomm as a near term customer.

Qualcomm are committed to their inhouse DSP-based Hexagon 8 Ai solution. They distribute the AI workload between CPU/GPU/NPU depending on the type of work. Their NPU design philosophy is different from BRN's.

https://www.qualcomm.com/content/da...I-with-an-NPU-and-heterogeneous-computing.pdf

A personal assistant that offers a natural voice user interface (UI) to improve productivity and enhance user experiences is expected to be a popular generative AI application. The speech recognition, LLM, and speech models must all run with some concurrency, so it is desirable to split the models between the NPU, GPU, CPU, and the sensor processor. For PCs, agents are expected to run pervasively (always-on), so as much of it as possible should run on the NPU for performance and power efficiency.

...
Our latest Hexagon NPU offers significant improvements for generative AI, delivering 98% faster performance and 40% improved performance per watt. It includes micro-architecture upgrades, enhanced micro-tile inferencing, reduced memory bandwidth, and a dedicated power rail for optimal performance and efficiency. These enhancements, along with INT4 hardware acceleration, make the Hexagon NPU the leading processor for on-device AI inferencing.

...

5. Building our NPU from a DSP architecture was the right choice for improved programmability and the ability to tightly control scalar, vector, and tensor operations that are inherent to AI processing.
Appreciate your input Dio 💫
 
  • Like
Reactions: 1 users
Maybe we’re still integrated with Edge Impulse/Qualcomm (docs updated 3 days ago)

Appears they may be talking about still supporting "existing trained Edge Impulse projects" but still can't train new models.

Does stiffle anyone wanting to try train a new model for Akida which is BS imo but is Qualcomms want I guess.

I think someone posted previously that Tony Lewis (?) said it wasn't an issue and something about contract review or similar. Wouldn't expect it should take this long for a review though if all good?



Update March 25, 2025: At this time the training of Brainchip models is suspended. You may still use existing trained Edge Impulse projects to deploy to Brainchip devices. Please make a post on https://forum.edgeimpulse.com/ or contact your support representative if you need assistance at this time.
 
  • Thinking
  • Like
Reactions: 2 users

Diogenese

Top 20
Appears they may be talking about still supporting "existing trained Edge Impulse projects" but still can't train new models.

Does stiffle anyone wanting to try train a new model for Akida which is BS imo but is Qualcomms want I guess.

I think someone posted previously that Tony Lewis (?) said it wasn't an issue and something about contract review or similar. Wouldn't expect it should take this long for a review though if all good?



Update March 25, 2025: At this time the training of Brainchip models is suspended. You may still use existing trained Edge Impulse projects to deploy to Brainchip devices. Please make a post on https://forum.edgeimpulse.com/ or contact your support representative if you need assistance at this time.
In contract negotiations the number of opinions is proportional to the square of the number of lawyers.
 
  • Haha
  • Like
Reactions: 5 users
Top Bottom