BRN Discussion Ongoing

[overpup]

I am having a really dark day and feel pissed about the whole thing.
Usually I can roll with the everyday ups and downs but not today.
Could someone please give me some advice or positive thoughts

I can’t offer advice, but I can say you are not alone… I have been feeling some despair re BRN of late

I am starting to get shit from friends and family now…
(“Hey are you a millionaire yet”)
(“hey got any more expert advice for me moneybags”) etc etc

you get the picture

it’s kind of become a running joke to them and I look like a sucker in their eyes lol maybe they are right too which gets me down even more!

 

[TECH]

I can’t offer advice, but I can say you are not alone… I have been feeling some despair re BRN of late

I am starting to get shit from friends and family now…
(“Hey are you a millionaire yet”)
(“hey got any more expert advice for me moneybags”) etc etc

you get the picture

it’s kind of become a running joke to them and I look like a sucker in their eyes lol maybe they are right too which gets me down even more!

Stay strong overpup,
I know you have been with us for many years, the technology has progressed as has the education process, Peters tech has been proven to be years ahead, and that has been a major time delay hurdle.

Today's 3.6 million share issue to settle a third party contractor is a very positive sign in my opinion, yes it dilutes the share register, but delays another Cap. Raise, maybe some see it as a non event, but looking deeper there's an element of trust being shown by the contractor who is on the "inside" looking out, they must be comfortable in what's transpiring.

On another point, Dr. Tony maybe just hinting that he and the engineering team are awaiting the delivery of chip/s from the foundry, as chips are back on the agenda in my opinion, my crystal ball is known to be accurate at times.

With tomorrow being a brand new financial year it will be interesting to see if the washout of shares will cease, another quarter comes to an end, so within the next 20 trading days we will get to see if any new revenue has entered our bank account.

The tide has definitely been out for way too long, the next 6 months may see a high tide return and refloat our share price a touch !?

Regards....Tech

 

[Diogenese]

The DoD just dropped its FY26 RDT&E budget—and it’s a $179B North Star for anyone building the future of national defense. | Greg Knutson

The DoD just dropped its FY26 RDT&E budget—and it’s a $179B North Star for anyone building the future of national defense. Here’s what’s hot (and heavily funded): 🤖 Unmanned Systems & Physical AI – The budget is stacked with programs for launched effects, ground robotics, SUAS, TITAN, and...

www.linkedin.com

Is it likely that we may get a few dollars?

Hi Rach,

With regard to our connexions with AFRL and other branches of DoD, as well as DoE (included for cybersecurity), and companies like RTX, Lockheed, etc., all of which have pressing needs to develop flexible/adaptable SWaP AI, as Mr Creosote says, "I'll have the lot!".

$30M for a production run of Akida 2 and Akida 3 will be a drop in the bucket.

I think the urgency is such that it's possible they could bypass Akida 2 and move straight to Akida 3/GenAI with the flexible instruction set architecture. This is the sort of tech the US Gvt would not want potential rivals to get their hands on ... not that that would have provided any impetus to redomicile ... or explain certain AGM agitation ...

 

[DingoBorat]

There’s your announcement @DingoBorat

Yeah it seems I "misdirected" my energies onto another major holding of mine ..

Vection Technologies had a major deal today 4.4 million, for military defence in connection with NATO.
This is in addition to a 2.6 million A.I. agreement last week..

The following, is a compiled list by a "CP18" from the crapper of deals and partnerships, from this year, which doesn't include the above and was posted 19/05.


"Here’s an updated summarized list of Vection Technologies’ (VR1) deals announced in FY25 along with their values

XR & AI Software Contracts​

• $3.6M: XR software licenses with Cometa SpA for immersive classroom solutions in 500 high schools in Italy
• $1.6M: 3-year AI software license for Brexia Med healthcare project, with an option for an additional $1M over 2 years.
• $0.5M: AI software contract with RCM Italia s.r.l., generating $0.4M in FY25 with recurring $50K annual fees from 2026.
• $0.5M: XR contracts for Vection’s Shelfzone VR, including partnerships with Natuzzi and Nestlé.
• $1.6M: 3-year strategic distribution agreement with SolidWorld Group S.p.A to reach 10,000+ clients in EMEA.
• $0.7M: KIOSK Embedded Systems (KISE) AI-ready systems deal, with $0.06M delivered in FY25.
• $0.5M: Algho AI platform contracts from multiple public and private sector clients in Europe.
• $0.7M: SaaS agreement with TOTALPLAY, a Mexican telecom provider.
• $0.9M Strategic AI & XR Partnership with Smartengineering
• $0.6M Vection delivers in additional AI recurring revenue adding 14 new clients
• $1.2m deal in the food and beverage industry through project ADDICTA
• $0.5M yearly minimal commitment through AI partnership with Area 12 Consulting supplying Algho software licences
• $1.7M PARTNERSHIP DEAL WITH LAERDAL for a collaboration in Healthcare training.

• Healthcare & Research​

  • $160K per year: Massachusetts General Hospital (MGH) license renewal, with $0.26 per conversation usage fee.
  • $0.6M: 3-year agreement with Augmentalix, a French XR technology provider.

• Defence & Cybersecurity​

  • $1.8M: Defence contract with European local government.
  • $4M: Defence contract extension, focused on AI-powered infrastructure design and Dell AI appliances.
  • $0.5M: Cybersecurity-focused ICT endpoints contract in the Defence sector, revenue expected in Q2 FY25.

• Strategic Partnerships & Expansions​

  • $0.6M: Distribution deal with Synergy in Bulgaria, targeting $600K in sales by 2027.
  • $0.6M: EnginSoft SpA distribution deal for SaaS XR and AI solutions in Italy, France, and Germany.
  • Undisclosed Value: Vection partners with DigiLens Inc. for XR smart glasses & global market expansion.
  • Undisclosed Value: Partnership with CareAR (a Xerox company) to expand into the USA market.
  • $0.7M: TDB secures annual recurring contracts, including 24 new clients.
  • $0.4M of this will be recognized in FY25, with the rest in early next financial year.

• Financial Services & Insurance​

  • $575K: 3-year partnership with Assicurazioni Generali S.p.A., with scalable revenue opportunities.

• Dell Partnerships & Status​

  • $0.5M: First sale of Algho AI platform to Dell.
  • Vection Achieves Dell Titanium Partner Status, following the $4M Defence contract extension.
  • This breakdown shows Vection's strong focus on AI, XR, Defence, and strategic global expansions.
    
    The total collective value of these deals is approximately $28.5 million.(including the $2m tax credit)"

Many are small, around 500k value, are "multi year" deals, but many are also just "initial" collaborations and "could" be expanded on, like the military one just has (and with a possible further 21 million for this from 2026-30).

All this and a Market Capitalisation of 65 million dollars and the last 2 quarters cash flow positive?..
And with profitable Technology Companies, usually having a 8 to 33 times revenue valuation?

Can you imagine if "we" had anything like this kind of traction, what the share price would be?
Or if Vection had the kind of following and research, that BrainChip has (seems more like a bit of a latent following at the moment ).

We are in a completely different space here and our "potential" markets are much bigger, but..
C'mon BrainChip!
Get a wriggle on!

 

[Rach2512]

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! | SENSE (Smart Electronics & Next Generation Systems Engineering) - Summer School, DIAT Pune

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! Dr. Arijit Mukherjee, Principal Scientist from Tata Consultancy Services, delivered Smart at the Edge an introduction to the future sessions from...

www.linkedin.com

Philip is relentless!
Sorry if already posted.

 

[DingoBorat]

As pointed out by a few on HC, contractors deciding to get paid by shares could be viewed as a positive.

I'm wondering if this could become the norm. Yes, there may be dilution involved but I believe this is a more positive play by these contractors, than just accepting cash.

In other words, the contractors strongly believe they're going to provide a big positive impact on Brainchip's development and progress, and therefore the share price. Imagine if future contractors follow suit.

I guess it all depends on how you "sell it" and your powers of negotiation, if you haven't got the cash up front..

 

[7für7]

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! | SENSE (Smart Electronics & Next Generation Systems Engineering) - Summer School, DIAT Pune

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! Dr. Arijit Mukherjee, Principal Scientist from Tata Consultancy Services, delivered Smart at the Edge an introduction to the future sessions from...

www.linkedin.com

Philip is relentless!
Sorry if already posted.

View attachment 87841

 

[CHIPS]

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! | SENSE (Smart Electronics & Next Generation Systems Engineering) - Summer School, DIAT Pune

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! Dr. Arijit Mukherjee, Principal Scientist from Tata Consultancy Services, delivered Smart at the Edge an introduction to the future sessions from...

www.linkedin.com

Philip is relentless!
Sorry if already posted.

View attachment 87841

And the answer is

 

[BrainShit]

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! | SENSE (Smart Electronics & Next Generation Systems Engineering) - Summer School, DIAT Pune

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! Dr. Arijit Mukherjee, Principal Scientist from Tata Consultancy Services, delivered Smart at the Edge an introduction to the future sessions from...

www.linkedin.com

Philip is relentless!
Sorry if already posted.

View attachment 87841

Yes, Philip is relentless.... he bought some shares (for himself and some clients) and now as he know about BrainChip's investor relations and the "NDA" hiding.... he's shitting himself. I suggest, someone should send him the newest and best speculations (e.g. Nintendo, Golden Dome (Iron Dome) oh and Mercedes as well) to keep him rest less.

Sarcasm off/

 

[Frangipani]

Speaking of interns:

Ghazaleh Ostovar recently started her summer internship with our Laguna Hills office (working remotely). Unlike other summer interns, who are usually still enrolled at uni, she has a PhD and years of work experience “in mathematical modeling, numerical simulation, and machine learning for biological systems”.

Given her background in health/medical physics and her stated interest in “applying data science and ML to problems in biotech and healthcare”, she presumably applied for Project 6, which was slated to have a team size of 4-5?

https://www.linkedin.com/in/ghazaleh-ostovar/

View attachment 87721


View attachment 87722




View attachment 87723

Spotted four more summer interns on LinkedIn, who have all been working remotely for our Laguna Hills office for a month now: Shadi (Zahra) Khodagholi, Ananth M Nair, Ganesha Srinivas Damaraju and Rishi Kumar Parasa.

https://www.linkedin.com/in/shadi97kh/

https://www.linkedin.com/in/ananth-m-nair/

https://www.linkedin.com/in/ganesha2906/

https://www.linkedin.com/in/rishi-kumar-parasa/

 

[itsol4605]

#Article_114 👉 Neuromorphic Computing In The Automotive Driving The Future With Brain-Inspired Intelligence 👉 https://lnkd.in/gqVfXKXd | Chetan Shidling

#Article_114 👉 Neuromorphic Computing In The Automotive Driving The Future With Brain-Inspired Intelligence 👉 https://lnkd.in/gqVfXKXd . . . . . . . . . . . . #NeuromorphicComputing #AutomotiveInnovation #ADAS #AutonomousVehicles #AIinCars #SmartMobility #EdgeAI #SensorFusion...

www.linkedin.com

 

[Frangipani]

Arijit Mukherjee, Akida-experienced Principal Scientist from TCS Research, will be leading two workshop ‘industry sessions’ during next month’s week-long Summer School & Advanced Training Programme SENSE (Smart Electronics and Next-Generation Systems Engineering) organised by the Defence Institute of Advanced Technology (DIAT) in Pune, India: “Intro talk: Smart at the Edge” as well as “Beyond TinyML - Neuromorphic Computing: Brains, Machines, and the Story of Spikes”.

While we know that TCS Research is not exclusively friends with us, when it comes to neuromorphic computing, I trust BrainChip will get a very favourable mention during those workshop sessions.

The Defence Institute of Advanced Technology (DIAT), Pune, presents Summer School & Advanced Training Programme SENSE–2025, from 19th to 27th June, 2025 offering a unique opportunity to immerse… | Centre for Training and Placement DIAT

The Defence Institute of Advanced Technology (DIAT), Pune, presents Summer School & Advanced Training Programme SENSE–2025, from 19th to 27th June, 2025 offering a unique opportunity to immerse yourself in cutting-edge domains of: Semiconductor Devices, Embedded Systems, RISC-V SoC programming...

www.linkedin.com

View attachment 85735

View attachment 85736 View attachment 85737

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! | SENSE (Smart Electronics & Next Generation Systems Engineering) - Summer School, DIAT Pune

Day 6 & 7 (26th & 27th June, 2025) of SENSE-2025 at DIAT, Pune, explored Radiation Tolerant Electronics, AI efficiency, and brain-inspired tech! Dr. Arijit Mukherjee, Principal Scientist from Tata Consultancy Services, delivered Smart at the Edge an introduction to the future sessions from...

www.linkedin.com

View attachment 87805

Arijit Mukherjee is already busy co-organising another Edge AI workshop that will also touch on neuromorphic computing. It is scheduled for 8 October and will be co-located with AIMLSys 2025 in Bangalore:

“EDGE-X 2025: Reimagining edge intelligence with low-power, high-efficiency AI systems”.

🔋✨ Rethinking Edge Intelligence at EDGE-X 2025 | Arijit Mukherjee

🔋✨ Rethinking Edge Intelligence at EDGE-X 2025 📍 Co-located with AI-ML Systems Conference 2025 | Chancery Pavilion, Bangalore | October 8, 2025 As intelligent systems scale across diverse environments—from IoT sensors to autonomous platforms—traditional architectures face new limits. The EDGE-X...

www.linkedin.com

Workshop-EDGE-X | The Fifth International Conference on AI ML Systems

www.aimlsystems.org

EDGE-X

The EDGE-X 2025 workshop, part of the Fifth International AI-ML Systems Conference (AIMLSys 2025), aims to address the critical challenges and opportunities in nextgeneration edge computing. As intelligent systems expand into diverse environments—from IoT sensors to autonomous devices—traditional applications, architectures, and methodologies face new limits. EDGE-X explores innovative solutions across various domains, including on-device learning and inferencing, ML/DL optimization approaches to achieve efficiency in memory/latency/power, hardware-software co-optimization, and emerging beyond von Neumann paradigms including but not limited to neuromorphic, in-memory, photonic, and spintronic computing. The workshop seeks to unite researchers, engineers, and architects to share ideas and breakthroughs in devices, architectures, algorithms, tools and methodologies that redefine performance and efficiency for edge computing.

Topics of Interest (including but not limited to the following):
We solicit submissions describing original and unpublished results focussed on leveraging software agents for software engineering tasks. Topics of interest include but are not limited to:

1.Ultra-Efficient Machine Learning

• • TinyML, binary/ternary neural networks, federated learning
  • Model pruning, compression, quantization, and edge-training

2.Hardware-Software Co-Design

• • RISC-V custom extensions for edge AI
  • Non-von-Neumann accelerators (e.g., in-memory compute, FPGAs

3.Beyond CMOS & von Neumann Paradigms

• • Neuromorphic computing (spiking networks, event-based sensing)
  • In-memory/compute architectures (memristors, ReRAM)
  • Photonic integrated circuits for low-power signal processing
  • Spintronic logic/memory and quantum-inspired devices

4.System-Level Innovations

• • Near-/sub-threshold computing
  • Power-aware OS/runtime frameworks
  • Approximate computing for error-tolerant workloads

5.Tools & Methodologies

• • Simulators for emerging edge devices (photonic, spintronic)
  • Energy-accuracy trade-off optimization
  • Benchmarks for edge heterogeneous platforms

6.Use Cases & Deployment Challenges

• • Self-powered/swarm systems, ruggedized edge AI
  • Privacy/security for distributed intelligence
  • Sustainability and lifecycle management

• Program Committee

• Arijit Mukherjee, Principal Scientist, TCS Research
• Udayan Ganguly, Professor, IIT Bombay

 

[Frangipani]

My TEDx talk exploring neuromorphic computing for smarter and more energy efficient AI has been posted on YouTube. | Mark Hersam

My TEDx talk exploring neuromorphic computing for smarter and more energy efficient AI has been posted on YouTube. It is meant to be accessible to a general audience, so please share as you see fit: https://lnkd.in/gHHhgZhz

www.linkedin.com

 

[DK6161]

Just been confirmed, NaNose blew us off in 2022.

No. I refuse to believe this. Fact Finder said we are going to be used in every breath screening device in all doctor's clinics in the world.
$9 billion revenue is imminent.
Not advice

 

[itsol4605]

2:50 ".. by 2027 .."

At first forward to 2:50 and listen "...by 2027 ..." | Thomas Hülsing

At first forward to 2:50 and listen "...by 2027 ..."

www.linkedin.com

 

[smoothsailing18]

2:50 ".. by 2027 .."

At first forward to 2:50 and listen "...by 2027 ..." | Thomas Hülsing

At first forward to 2:50 and listen "...by 2027 ..."

www.linkedin.com

Sounds like the nano technology and neuromorphic compute combination will be the base for all at some point from this presentation.

 

[Frangipani]

Steve talks about Edge Impulse. I wonder when this was recorded.

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Hi @JB49,

it must be the CES 2025 media interview with Bill Wong, which was recorded two months before Edge Impulse was acquired by Qualcomm.

This is a screenshot I took on 9 January (the one that got subsequently deleted):

View attachment 83760

(I’m pretty sure this accompanying picture of a podcast recording shows Steve Brightfield interviewing Bill Eichen from De Girum, though, not Bill Wong.)

Neuromorphic Computing Delivers Low-Power AI

BrainChip’s Akida platform offers low-power, neuromorphic machine-learning capabilities.

www.electronicdesign.com

Have a look at this picture and note the armchair, sofa and sofa cushions in the background:

View attachment 83762


As you can see below, the above photo must have been taken in the Venetian Tower suite BrainChip had booked for CES 2025:

View attachment 83763 View attachment 83764


At the time, everything between BrainChip and Edge Impulse seemed perfectly harmonious:

CES 2025

Check back frequently for updates, as we’ll be adding new information throughout CES 2024 and beyond.

brainchip.com

View attachment 83766 View attachment 83765






Two months later, on 10 March, we found out that Edge Impulse had been acquired by Qualcomm:

Our Next Chapter: Edge Impulse is Joining Forces with Qualcomm Technologies!

Today, Edge Impulse is excited to announce its next step forward — we’ve signed an agreement to join the Qualcomm Technologies team.

www.edgeimpulse.com

View attachment 83767



Fast forward to 5 April, when you spotted the suspension of BrainChip models on Edge Impulse, which continues to be the status quo even today, a whole month later (https://docs.edgeimpulse.com/docs/edge-ai-hardware/cpu-+-ai-accelerators/akd1000), although according to https://brainchip.com/partners/ Edge Impulse remains a BrainChip enablement partner…

View attachment 83768

Here’s another, much shorter CES 2025 interview between Bill Wong and Steve Brightfield, uploaded by Electronic Design today (so it’s almost six months old):

 

[MegaportX]

Edge growth happening.

MSN

 

[smoothsailing18]

Edge growth happening.

MSN

I question why BRN are not seen by baize as beneficial

 

[LiamJohnson]

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