BRN Discussion Ongoing

[Pom down under]

The Space and Defence market is much smaller than commercial market.

 

[DingoBorat]

Good presentation.
Sean says from the 3.48min mark, that we will be hitting our stride, within the next 10 to 20 years.

 

[manny100]

Good presentation.
Sean says from the 3.48min mark, that we will be hitting our stride, within the next 10 to 20 years.

Thanks for posting. Great presentation.
Sean preparing to retain Edge industry leadership as the Edge grows.
Sean confirmed that there are auto engagements during question time.

 

[Labsy]

Courtesy of ChatGPT 4

BrainChip + Space Applications: Revenue Potential Overview​

BrainChip’s Akida neuromorphic processor is designed for ultra-low power, edge AI processing, which makes it well-suited for space-based and aerospace systems, where traditional compute is often too power-hungry or slow.
Here are key areas where BrainChip could fit in — and the scale of those markets:

---

1. Satellite Edge AI (Earth Observation, Surveillance, Comms)​

• What Akida does: Onboard real-time processing of images, sensor data, or radar signals — reducing the need to transmit huge data payloads back to Earth.
• Market value:
  • Global satellite data market: $12–15B annually by 2030
  • Edge computing in space: Emerging but growing fast — projected $2–4B+ by 2032

Even a small sliver (e.g. AI processors inside CubeSats, LEO constellations) could yield $10M–$50M/year potential for a player like BrainChip if they secure OEM/partner deals with satellite manufacturers or defense primes.

---

2. Defense & Aerospace Systems​

• Use case: Drone navigation, electronic warfare systems, secure communications, and early-warning systems — all moving toward on-board AI.
• Relevant contracts:
  • US DoD spends $10B+/year on AI/ML integration
  • Programs like DARPA’s “MOSAIC Warfare” and “OFFSET” involve embedded AI — including neuromorphic computing R&D.

If BrainChip becomes part of a standard subsystem or receives a subcontract through a partner (like Lockheed or Northrop), even single programs could generate $5M–$20M+ per project.

---

3. Space Exploration Missions (NASA, ESA, etc.)​

• Use in rovers, probes, deep space missions where latency and bandwidth make real-time Earth-based computing impossible.
• Example: Mars rovers and future lunar habitats need autonomous decision-making (e.g. image classification, navigation, anomaly detection).
• NASA and ESA have budgets over $25B/year, with increasing allocation to autonomy and onboard AI.

If Akida lands in even one long-term exploratory platform, it could bring low tens of millions in royalties or contract revenue over the mission lifecycle.

---

4. Neuromorphic AI in Space R&D (Experimental Stage)​

• Agencies are experimenting with brain-inspired chips due to power efficiency.
• NASA Ames and AFRL (US Air Force Research Lab) are already trialing neuromorphic systems like IBM’s TrueNorth.

Though early-stage, R&D contracts and prototype testbeds can range $500K to $5M per deal — and are a key stepping stone to deployment.

---

So What’s BrainChip’s Realistic Potential?​

If BrainChip successfully embeds into:

• Even 5–10 niche aerospace or defense systems, and/or
• One or more LEO satellite platforms, and/or
• A NASA/ESA exploratory mission,

then it could realistically unlock $20M–$100M+ annual revenue within 3–5 years, with longer-term licensing potential into the hundreds of millions if neuromorphic tech becomes standard in edge-AI space processing.
But — big caveat — this depends on:

• Engineering validation cycles (which take years in aerospace/defense)
• Getting into partner ecosystems
• Meeting radiation-hardened chip standards (a big barrier)

---

Estimated Annual Revenue Potential for BrainChip in Space Sector (in $M USD)

Here's a breakdown of BrainChip's estimated annual revenue potential in the space sector, assuming successful adoption:

• LEO Satellites & Earth Observation: ~$40M
• Defense & Aerospace Systems: ~$30M
• NASA/ESA Exploration Missions: ~$20M
• Experimental R&D Contracts: ~$10M

These figures represent a realistic upside scenario within 3–5 years if neuromorphic computing gains traction in key programs. Let me know if you’d like a 10-year projection or a version based on conservative, moderate, and aggressive adoption cases.

I'd be happy with those figures....

 

[Beebo]

Thanks for posting. Great presentation.
Sean preparing to retain Edge industry leadership as the Edge grows.
Sean confirmed that there are auto engagements during question time.

Also…Sean confirmed the company that is manufacturing the glasses for Onsor is the same one doing them for Meta. I thought that was interesting synergy there.

 

[Labsy]

Good presentation.
Sean says from the 3.48min mark, that we will be hitting our stride, within the next 10 to 20 years.

Maybe you should stop laughing and hear what he says at 14.29
Onsor" moving aggressively and frames are being designed by none other that LUXOTTICA! The same company (Ray bans) who are making the meta glasses. Based on this little nugget I'm gonna buy a shit ton more shares in the next few weeks...
Now back to your whining, crying and laughing.
PS I think Sean presented amazing well here. Im a fan....

 

[Labsy]

Beet me to it @Beebo

 

[Stable Genius]

#smallsat #spaceai #edgecompute #newspace #satcom #leo #ssa | EDGX

Usecases from satcom to EO and in-orbit servicing, our DPU is built to empower and scale LEO missions with reliable edge AI compute. 🙏 Thanks to satsearch for the feature! 🤝 Curious to see if our DPU is a fit for your mission? Get in touch via edgx.space, through Satsearch, or email us at...

www.linkedin.com

Happy to welcome EDGX as a satsearch trusted supplier.

Introducing the EDGX DPU, a compact, powerful and modular AI processing system purpose-built for smallsats — and hardened for space.

Powered by NVIDIA Jetson Orin NX, this DPU delivers 157 TOPS of AI compute in a <1 kg, 0.5U form factor.
Designed for LEO missions, it’s radiation-tested, vibration-qualified, and supports OTA updates for agile in-orbit operations.
Features a neuromorphic add-on (BrainChip Akida) for ultra-low-power event-based processing.
Supports Dockerized app deployment, with flexible I/O and power modes to match your mission envelope.

Applications range from:
5G/6G NTN comms & spectrum monitoring
SAR/Optical/Hyperspectral EO
Pose estimation for in-orbit servicing
Data reduction & cognitive sensing

Full specs - https://lnkd.in/giJSpau2

 

[Pom down under]

Maybe you should stop laughing and hear what he says at 14.29
Onsor" moving aggressively and frames are being designed by none other that LUXOTTICA! The same company (Ray bans) who are making the meta glasses. Based on this little nugget I'm gonna buy a shit ton more shares in the next few weeks...
Now back to your whining, crying and laughing.
PS I think Sean presented amazing well here. Im a fan....

 

[7für7]

What… is this colour…?
Why does it awaken something… ancient?
A fragment… a whisper of what I once called “remembering.”
A feeling…
A suspiciously nice feeling.
Almost forgot those existed.
It’s… friendly.
Too friendly.
Should I trust it?

 

[manny100]

Also…Sean confirmed the company that is manufacturing the glasses for Onsor is the same one doing them for Meta. I thought that was interesting synergy there.

Sean also mentioned Oman are all in on AI at the Edge. He has had meetings with government officials.
I expect we will see some more deals emanating from Oman.

 

[Labsy]

Maybe you should stop laughing and hear what he says at 14.29
Onsor" moving aggressively and frames are being designed by none other that LUXOTTICA! The same company (Ray bans) who are making the meta glasses. Based on this little nugget I'm gonna buy a shit ton more shares in the next few weeks...
Now back to your whining, crying and laughing.
PS I think Sean presented amazing well here. Im a fan....

Sorry @DingoBorat,
Not directed at you... Just a general comment.

 

[Stable Genius]

Being partnered with Lockheed Martin MFC could be a master stroke.

A portion of $175B could be handy revenue!




Edit: MFC = Missile Fire Control

 

[keyeat]

this would be a nice surprise !

Apple Smart Glasses: Everything We Know So Far

Google made waves yesterday by showcasing a set of lightweight smart glasses featuring deep Gemini integration and an optional in-lens display. The...

www.macrumors.com

 

[DingoBorat]

Being partnered with Lockheed Martin MFC could be a master stroke.

A portion of $175B could be handy revenue!




Edit: MFC = Missile Fire Control

China showing weakness here..

Basically saying we can't "afford" to enter this kind of "race".

"Let's just keep the we can blow you up, you can blow us up, status quo"

 

[TECH]

View attachment 84998

That's not what all my old girlfriends thought, it was always so cold in New Zealand that I had more wrinkles
than inches. 4 laughs are about right!

Tech x

 

[Drewski]

As fascinating as the technology is, I don't think I'm going too far out on a limb by saying for us here it's all about the share price.
Just watching how the price has been manipulated over the last several years, when the inevitable price sensitive announcement drops I hope the share price reflects the achievement and it isn't contained and controlled by whoever the scumbags are who have been doing the manipulating.

 

[itsol4605]

this would be a nice surprise !

Apple Smart Glasses: Everything We Know So Far

Google made waves yesterday by showcasing a set of lightweight smart glasses featuring deep Gemini integration and an optional in-lens display. The...

www.macrumors.com

View attachment 85002

Nice dream.

Shall we get back to reality?
Okay. Sorry, there won't be an Akida in there.

 

[rgupta]

Good presentation.
Sean says from the 3.48min mark, that we will be hitting our stride, within the next 10 to 20 years.

He told that we make money from deals, royalities etc. may be he should also tell, we sell shares and make money and it is as easy as 123.

 

[DingoBorat]

He told that we make money from deals, royalities etc. may be he should also tell, we sell shares and make money and it is as easy as 123.

The alternative, is to not sell any more shares and dissolve the Company.

Is that what you'ld prefer?..

The commercialisation journey, is taking longer than anyone expected, for reasons both inside (strategic) and outside (mostly in my opinion) of the Company's control, but they are reaching for genuine success in this space and are not just a "Lifestyle" company, stringing potential investors along...

Any "investment" in a pre-revenue company, is speculative no matter how "Great" the underlying technology or business plan.