smoothsailing18
Regular
My opinion is I only wish the decision to tape out Akida 1500 was made a year ago as I believe it could have been. Glad it's happening finally yet long in the tooth imo.
That's a bit like fly fishing, where the bait doesn't get wet.Just moved my buy order down to 17c from 18.5c. Might as well make Hehir while the Sean shines.......
View attachment 92294
Well that's what I would have said a couple of months ago, but it looks like the whole Akida circuit design has undergone a total overhaul recentlyMy opinion is I only wish the decision to tape out Akida 1500 was made a year ago as I believe it could have been. Glad it's happening finally yet long in the tooth imo.
The $11.8 M is how much BRN need to satisify their obligation to LDA (by 30/6/26). Under the current agreement, there is another $50M available from LDA on top of that.If you compare with the last 4C, you’ll see that they already spent almost all the funds from the previous capital call. Earlier this year January, when they still had $20 million on hand, they initiated the LDA. Now, we need additional funding to cover next year’s operating expenses, as well as the multi-million-dollar costs associated with chip tape-out.
![]()
BrainChip and Parsons Sign Strategic Agreement to Accelerate Edge AI Defense Systems
Neuromorphic Akida processors enable next-generation defense AI with real-time intelligence and low-power performancewww.einpresswire.com
View attachment 92295
The Parsons deal is a "strategic partnership". If we suppose that the Akida 1500 production is at least in part intended for the Parsons partnership, can we expect that Parsons will at least partially defray some of the costs of taping out and manufacturing the chips in advance?The $11.8 M is how much BRN need to satisify their obligation to LDA (by 30/6/26). Under the current agreement, there is another $50M available from LDA on top of that.
We are not in great shape financially but funding is available. Revenue of course would solve all issues.
Hopefully that is what the "tiered pricing" in the agreement means. Would make sense for the price to drop as more supply comes through.The Parsons deal is a "strategic partnership". If we suppose that the Akida 1500 production is at least in part intended for the Parsons partnership, can we expect that Parsons will at least partially defray some of the costs of taping out and manufacturing the chips in advance?
Parsons are a giant in Defence.
![]()
BrainChip and Parsons Sign Strategic Agreement to Accelerate Edge AI Defense Systems
Neuromorphic Akida processors enable next-generation defense AI with real-time intelligence and low-power performancewww.einpresswire.com
Interesting jibber again. All I can say sir is you promised a few months ago not to most again this year. The AGM recording went missing this year but assume you mean next year. Please don’t reply though is you promised not to post again this year.Ok Pom and your cheer squad where’s the shorts burn gifs now, Brainchip with Hehir in control has been a absolute SHIT SHOW, No 9 million in bookings and if it does miraculously arrive before December the payment for the chips won’t be till early 2027. The partnership with Parsons whilst looks good is just an attempt to squash any abuse at the next AGM. And oh my god will that be fucken fun when dumb and dumber come out to polish their GOLDEN TURD, Yes that is exactly what they have sold us shareholders one great big lump of Hehir Horseshit. Get ready for $0.145 first thing on open tommorrow. Looks like our ex-employee who asked that Hehir come clean to shareholders was 100% CORRECT. The shorters/Sophisticated Investors are just sitting there laughing their arses off waiting for them to sell them the next capital raise share. Who the fuck else would want them it took them 5 months to sell the last lot. Sorry guys a spade is a spade and a golden turd well HEHIRS JUST KEEP ON POLISHING. Hostile AGM Just wait for it bet the AGM Recording goes missing again this year.
The 1500 is already being supplied to Andes for their development board via M.2 so it can be done. The plan is to distribute the Andes board with the M.2 then hopefully move to IP further on.Well that's what I would have said a couple of months ago, but it looks like the whole Akida circuit design has undergone a total overhaul recently
https://brainchip.com/wp-content/uploads/2025/04/Akida1-IP-Product-Brochure-V2.1-1.pdf
Akida 1
...
Self-contained neural processor
• Scalable fabric of 1-128 nodes
• Each neural node supports 128MACs
...
I'm guessing that the 1500 is still basically the same as Akida 1 minus the ARM Cortex processor, which would thus mean that 1500 supports 128 MACs per node. The MACs are 4*4 MACs.
I also wonder if the 1500 can be provided as an M.2 or PCIe board. That would involve some changes via MetaTF so the resident processor could supply the necessary configuration functionality that the ARM Cortex provides for Akida 1.
The supply of 1500 chips on their own indicates a fairly sophisticated customer who has the ability to perform the precision soldering to have the chip attached to a PCB.
EDIT: I should qualify this by saying that I do not know for sure that the Akida circuit has been changed, but the MACs are new to me.
So now we have potential revenue streams from:
Onsor NEXA glasses;
Quantum Ventura/Lockheed Martin “”CyberNeuro-RT” cybersecurity;
AFRL/Rathyeon radar project (when it finishes);
Parsons (who posted q2 revenue of $1.6B)
Frontgrade Gaisler GR801 radhardened chip for space (completion approx by years end).
Laughable to think it’s only 20c a share!
View attachment 92297
@zeeb0tJust played tried learn everything here
— hit a nice win.
No ID needed and easy withdrawal.
Won on first try.
Works in Melbourne.
5 years invested so far, Parsons have the muscle to ensure we get to the pointy end in good shape.The Parsons deal is a "strategic partnership". If we suppose that the Akida 1500 production is at least in part intended for the Parsons partnership, can we expect that Parsons will at least partially defray some of the costs of taping out and manufacturing the chips in advance?
Answer coming, hold tight all, lots going on, but one thing is for certain but not watertight is that we Brainchip are snuggling up to some very BIG overnight game changing players, do you REALLY think that our Akida pipeline has stagnated, wake up to yourselves, did you listen to Sean in the interview with Mark K this morning, for god sake, we are positioned so beautifully moving forward.Well that's what I would have said a couple of months ago, but it looks like the whole Akida circuit design has undergone a total overhaul recently
https://brainchip.com/wp-content/uploads/2025/04/Akida1-IP-Product-Brochure-V2.1-1.pdf
Akida 1
...
Self-contained neural processor
• Scalable fabric of 1-128 nodes
• Each neural node supports 128MACs
...
I'm guessing that the 1500 is still basically the same as Akida 1 minus the ARM Cortex processor, which would thus mean that 1500 supports 128 MACs per node. The MACs are 4*4 MACs.
I also wonder if the 1500 can be provided as an M.2 or PCIe board. That would involve some changes via MetaTF so the resident processor could supply the necessary configuration functionality that the ARM Cortex provides for Akida 1.
The supply of 1500 chips on their own indicates a fairly sophisticated customer who has the ability to perform the precision soldering to have the chip attached to a PCB.
EDIT: I should qualify this by saying that I do not know for sure that the Akida circuit has been changed, but the MACs are new to me.