BRN Discussion Ongoing

[CHIPS]

Something fascinating is happening inside the world’s data centers.
For more than a decade, GPUs have powered the AI revolution.

But as models grow to trillions of parameters and power costs surge, we’re hitting physical limits — and the race is on to reimagine what computing hardware should look like.

What’s emerging is nothing short of a quiet revolution — new architectures that might finally challenge the GPU’s monopoly on AI compute.

⸻

Cerebras Systems

Building wafer-scale engines — chips the size of dinner plates that can train massive models without the pain of GPU clusters. One chip, one model, no fragmentation.

Groq

Taking a radical approach with a deterministic Language Processing Unit (LPU) designed for ultra-low-latency inference. Already powering sovereign AI projects in the Middle East.

Graphcore & SambaNova

Re-architecting dataflow itself — bringing compute and memory closer together for huge efficiency gains in model training.

Lightmatter

Computing with light instead of electricity.
Its photonic chips use optical interconnects to link processors at fiber-optic speeds — a potential game-changer for hyperscale AI clusters.

BrainChip

Taking inspiration from biology, with neuromorphic chips that mimic spiking neurons to run AI at milliwatt power levels — perfect for edge AI.

Etched

Going all-in on specialization — a transformer-only ASIC that, if its claims hold, could replace hundreds of GPUs for a fraction of the cost.

⸻

Each of these players is betting on a different principle —
wafer-scale integration, deterministic execution, optical communication, or brain-like computation —
but they share one goal: break free from the GPU bottleneck.

It’s becoming clear that the future of AI compute will be heterogeneous.
GPUs will stay the workhorses, but they’ll soon be joined by optical, neuromorphic, and specialized accelerators — turning tomorrow’s data centers into orchestras of silicon.

New AI computing architectures challenge GPU dominance | Apurv Nigam posted on the topic | LinkedIn

Something fascinating is happening inside the world’s data centers. For more than a decade, GPUs have powered the AI revolution. But as models grow to trillions of parameters and power costs surge, we’re hitting physical limits — and the race is on to reimagine what computing hardware should...

www.linkedin.com

 

[Pom down under]

The Silicambrian Explosion

When BrainChip (BRN) suddenly hits mass adoption, it will spark a "Silicambrian Explosion"—a silicon/IP-fueled burst of neuromorphic innovation, mirroring the ancient Cambrian Explosion's rapid diversification of life, but this time evolving edge AI from niche experiments to everywhere-embedded intelligence. Just as the original event birthed complex multicellular life (including early brains), BrainChip's Akida chips and IP will explode into trillions of low-power, brain-like processors across IoT, autos, and beyond, turning sci-fi into silicon reality.

Buckle up: Darwin would approve of this evolutionary upgrade.

 

[Frangipani]

Thank you @Frangipani , but I do not understand the results.
Can you explain further, or is there a page missing? The last page, "Experimental Results", does not state which chip it is.

Guten Abend, CHIPS,

the abbreviations DPU, TPU and NPU refer to three different hardware platforms, cf. the preceding presentation slide titled “AI Model Overview” or the following excerpt from the May 2025 post of mine I had tagged above:

https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-462394

“The revised GIASaaS (Global Instant Satellite as a Service, formerly Greek Infrastructure for Satellite as a Service) concept website by OHB Hellas is finally back online - and Akida now no longer shows up as UAV1 (see my post above) but as one of three SATs! 🛰

AKIDA, the envisioned SAT with the AKD1000 PCIe Card onboard, is slated to handle both Object Detection as well as Satellite Detection, while the planned KRIA and CORAL satellites (equipped with a Xilinx KRIA KV260 Vision AI Starter Kit resp. a Google Coral TPU Dev Board) are tasked to handle Vessel Detection, Cloud Detection and Fire Detection (for some reason OHB Hellas removed Flood Detection from the list of applications).

Please note that this is currently a concept website only.”


Flood detection was originally also slated to be tasked by both KRIA (DPU) and CORAL (TPU) (see here as well as under Experimental Results), but is no longer listed as a choosable application on the updated GIASaaS website https://giasaas.eu/.


Generally speaking, it would of course be helpful to also have the video recordings to go along with these conference presentations…

 

[7für7]

Good morning chips!

Will we finally start to rise or will we continue to ride the same rollercoaster ?

 

[FJ-215]

Good morning chips!

Will we finally start to rise or will we continue to ride the same rollercoaster ?

Refreshing to see some green this morning.
Hoping it continues but without an announcement with revenue I think we are defying gravity.
Come on Sean......59 days to Christmas!!!

 

[HarryCool1]

@Esq.111 is it time to get a little more excited about the buy side increase or am I just interpreting my organic herbal tea leaves wrong??

 

[7für7]

@Esq.111 is it time to get a little more excited about the buy side increase or am I just interpreting my organic herbal tea leaves wrong??

Judging by all the posts shared over the weekend…each one sounding like at least 10 price sensitive announcements …then we should easily hit a dollar this week … and that’s without even drinking any herbal tea!

 

[Bravo]

Following on from the previous post on Anduril's EagleEye headset, if you take a look back at the BrainCHip Technology Roadmap video (below) Jonathan Tapson makes the following comments.


26.28 mins

"The next step is to integrate some cameras into the headset, which will allow it to interpret the scene both in front of and behind the person. You may have seen movies where special forces operate silently and use hand signals to communicate. I mentioned to one of our associates in this area that there’s no reason not to recognise hand gestures made by someone behind you, so you can literally have eyes in the back of your head. They were actually speechless at that possibility because apparently that’s a huge problem when operating silently; you can’t say, ‘Hey, look over here,’ but you still need to be able to signal to each other. That idea was apparently just mind-blowing, and you can see how we can grow the solution from that point.”



So I was very interested to have stumbled over this Instagram pic in my research this morning.



View attachment 92216





And this...


View attachment 92217

VR super glasses “Eagleeye” for US soldiers: Meta and Anduril Industries apply according to the 22-billion dollars program

The VR super glasses

xpert.digital

View attachment 92214

BrainChip Technology Roadmap

Explore BrainChip’s technology roadmap highlighting Akida neuromorphic advances, configurable IP, and future edge AI innovations.

brainchip.com

More on Anduril's EagleEye helmet as per the above posts.

Over the weekend I watched the BrainChip Technology Roadmap presentation again. There was quite a lot of information that I hadn't really registered or fully appreciated upon my first preview of it.



25.36 mins - Jonathan Tapson discussing Akida 3.0

"So this is an outcome that we've actually proposed to the US defense industry and there's a very high probability of us getting a very positive outcome there. So every soldier now wears a headset and it includes a radio and basic hearing protection. And we actually want to take that headset to the next level. So the things we can already do; we can clear up speech and noise extremely well and we can already answer simple questions, so questions like I have a casualty who is bleeding form the head - what do I do? It's very useful if the soldier can just say that into the headset and get some kind of helpful answer straight away. Or how do I get this vehicle that I've never driven before into gear and moving. It's able to actually give those kind of responses. AND WE HAVE THOSE PARTS WORKING ON FPGA FOR DEMONSTRATION ALREADY."


So, the parts were already working on FPGA for demonstration and the slide from the presentation shows that AKD 3 FPGA is due Q2 2026.

Bearing this timing in mind, this Defense Scoop article (see below) says " Anduril Industries will deliver roughly 100 units of its new AI-powered helmet and digitally-enhanced eyewear system — EagleEye — to select U.S. Army personnel during the second quarter of the upcoming calendar year, the company’s founder told reporters."

Seems like 100 units would be samples only, like a small engineering run which would be typically used to evaluate new sensor, compute or firmware combinations.

So, my point being, the Akida 3.0 FPGA parts are working for demonstration right now, and the Akida-3 FPGA due date aligns with the Q2 2026 outlined for the delivery of Anduril's samples.

Is this just remarkably co-incidental timing or something else?

Sounds like perfect timing for a funded prototype that feeds into a 2026–27 soldier evaluation followed by production if tests succeed.

Still speculation at this stage obviously, as BrainChip hasn't been public named as a partner, but Luckey told reporters reporters that Anduril "plans to announce more partners over the next year". So, we'll just have to keep an eye out for any new announcements to see if anything solid is confirmed.

 

[7für7]

Shorter trying Stil hard

 

[Xray1]

Hi Manny, ''We've been filing TENNs patents since 2022, eg:

WO2023250093A1 METHOD AND SYSTEM FOR IMPLEMENTING TEMPORAL CONVOLUTION IN SPATIOTEMPORAL NEURAL NETWORKS 20220622

The recent Akida 1 & Akida 2 data sheets indicate that there are 128 MACs per node. This is a major change in the circuit configuration of Akida.

That means that our engineers have been working on the new hardware design and new TENNs models for the last 3 years.

No doubt the EAPs were kept up to date wit the developments, consistent with patent application secrecy, under NDA.

The unfortunate consequence of this is that, while the development has been taking place over the last 3+ years, we have had nothing to sell but our back catalogue Akida 1/1500 chips. Even the IP was changing hourly.

Software simulation and FPGAs would have been the only way the new hardware could have been demonstrated, apart from the existing old hardware for Akida 1 and 1500.

Clearly the old Akida had demonstrated to the EAPs the potential of Akida, and the new configuration has been shown to exceed the old.

In the meantime, we shareholders have ben kept in the dark because the company has been buried in NDAs up to its eyebrows.

But now we are about to see "The Bonfire of the NDAs".

A few of Seans "BOOKINGS" wouldn't go astray either

 

[Esq.111]

@Esq.111 is it time to get a little more excited about the buy side increase or am I just interpreting my organic herbal tea leaves wrong??

Top of the morning HarryCool1 ,

Certainly feels like the wind may have changed direction .

Feels like a few retail holders may have been consumed as a side dish , main course to follow .

Obviously I'm awaiting the full banquet.

Regards,
Esq

 

[AARONASX]

Top of the morning HarryCool1 ,

Certainly feels like the wind may have changed direction .

Feels like a few retail holders may have been consumed as a side dish , main course to follow .

Obviously I'm awaiting the full banquet.

Regards,
Esq

Soon my friend!

 

[Food4 thought]

Can anyone explain that smell ??
Is it fear
Is it the start of rocket fuel leaking
Or is it success smouldering

 

[TECH]

More on Anduril's EagleEye helmet as per the above posts.

Over the weekend I watched the BrainChip Technology Roadmap presentation again. There was quite a lot of information that I hadn't really registered or fully appreciated upon my first preview of it.



25.36 mins - Jonathan Tapson discussing Akida 3.0

"So this is an outcome that we've actually proposed to the US defense industry and there's a very high probability of us getting a very positive outcome there. So every soldier now wears a headset and it includes a radio and basic hearing protection. And we actually want to take that headset to the next level. So the things we can already do; we can clear up speech and noise extremely well and we can already answer simple questions, so questions like I have a casualty who is bleeding form the head - what do I do? It's very useful if the soldier can just say that into the headset and get some kind of helpful answer straight away. Or how do I get this vehicle that I've never driven before into gear and moving. It's able to actually give those kind of responses. AND WE HAVE THOSE PARTS WORKING ON FPGA FOR DEMONSTRATION ALREADY."


So, the parts were already working on FPGA for demonstration and the slide from the presentation shows that AKD 3 FPGA is due Q2 2026.


View attachment 92427






Bearing this timing in mind, this Defense Scoop article (see below) says " Anduril Industries will deliver roughly 100 units of its new AI-powered helmet and digitally-enhanced eyewear system — EagleEye — to select U.S. Army personnel during the second quarter of the upcoming calendar year, the company’s founder told reporters."





View attachment 92429






Seems like 100 units would be samples only, like a small engineering run which would be typically used to evaluate new sensor, compute or firmware combinations.

So, my point being, the Akida 3.0 FPGA parts are working for demonstration right now, and the Akida-3 FPGA due date aligns with the Q2 2026 outlined for the delivery of Anduril's samples.

Is this just remarkably co-incidental timing or something else?

Sounds like perfect timing for a funded prototype that feeds into a 2026–27 soldier evaluation followed by production if tests succeed.

Still speculation at this stage obviously, as BrainChip hasn't been public named as a partner, but Luckey told reporters reporters that Anduril "plans to announce more partners over the next year". So, we'll just have to keep an eye out for any new announcements to see if anything solid is confirmed.

Hey Bravo.......I'm already looking forward to smelling the roses during my personal review of our company's progress in June 2026.

At this stage it appears to be a solid no brainer.......HOLD, HOLD, and continue to Hold.

Thanks for all your research, mate, I appreciate your efforts in highlighting potential links to our wonderful technology.

Cheers......Tech

 

[keyeat]

would be nice if the share price trajectory looked like this !

 

[7für7]

would be nice if the share price trajectory looked like this !

View attachment 92430

I agree.

 

[FJ-215]

would be nice if the share price trajectory looked like this !

View attachment 92430

Looks more dramatic on the 12mth chart.

Interesting that shorts increased after the announcements on Monday 20th. My guess is that they are eyeing off a call on LDA and potentially 55 million shares being issued that would allow them to cover their positions.

 

[smoothsailing18]

FF

My personal list of Brainchip Engagements as at 27 October, 2025
1. FORD
2. VALEO
3. RENESAS
4. NASA
5. TATAConsulting Services
6.MEGACHIPS
7. MOSCHIP
8.SOCIONEXT
9.PROPHESEE
10. VVDN
11. TEKSUN
12. Ai LABS
13. NVISOnow BeEMOTION
14.EMOTION3D
15. ARM
16. EDGEIMPULSE (a QUALCOMM Company)
17. INTEL
18.GLOBALFOUNDRIES
19.BLUERIDGE ENVISIONEERING (now wholly owned by Parsons)
20.MERCEDES BENZ
21. ANT 61
22. QUANTUMVENTURA
23.INFORMATIONSYSTEM LABORATORIES
24.INTELLISENSESYSTEMS
25. CVEDIA
26. LORSERINDUSTRIES
27. SiFIVE
28.IPROSILICONE
29.SALESLINK
30. NUMEM
31. VORAGO
32. NANOSE
33. BIOTOME
34. OCULI
35. CIRCLE8CLEAN TECHNOLOGIES
36. AVIDGROUP
37. TATAELXSI

38. NEUROBUS
39. EDGX
40. EUROPEAN SPACE AGENCY
41 UNIGEN
42. iniVation
43. SAHOMA CONTROLWARE
44. MAGIKEYE
45. MYWAI
46. INFINEON
47. ERICSSON
48. MICROCHIP
49. ONSEMI
50. IPSOLON RESEARCH

51. UBH -HELLAS

52.ACCENTURE

53. FRONTGRADE GAISLER

54. DELLTechnologies

55. BOSTONDYNAMICS

56. AIRBUS

57. PARSONSCORPORATION

58. BASCOMHUNTER

59.ExeLANCE IT

60. USAIRFORCE RESEARCH LABORATORY

61. ONSOR

62. ANDESTECHNOLOGY

63. DEGIRUM

64.VEDYA

65.MULTICOREWARE

66.ARQUIMEA

67.LOCKHEED MARTIN
68. RTX - RAYTHEON & COLLINS

69. Nurjana Technologies

70. ChelpisQuantum GROUP

71. MiRLEGROUP

72. BOSCH

73. RENAULT

74. STMICROELECTRONICS

75. HAILA

76. DATA SCIENCEUA

77. BRAVE1

78.SPANIDEA

79. AiCOWBOYS

80. COLFAX

81. WEEBITNANO

82.University of Virginia

83.University of Oklahoma

84. Arizona StateUniversity
85.Carnegie Mellon University
86. Rochester Institute of Technology
87. DrexelUniversity
88. CornellTech - founded by Cornell University & Technion - (Israel Institute ofTechnology and sponsor of Nanose)
89.University of Western Australia
90. PennState University

 

[7für7]

s

FF

My personal list of Brainchip Engagements as at 27 October, 2025
1. FORD
2. VALEO
3. RENESAS
4. NASA
5. TATAConsulting Services
6.MEGACHIPS
7. MOSCHIP
8.SOCIONEXT
9.PROPHESEE
10. VVDN
11. TEKSUN
12. Ai LABS
13. NVISOnow BeEMOTION
14.EMOTION3D
15. ARM
16. EDGEIMPULSE (a QUALCOMM Company)
17. INTEL
18.GLOBALFOUNDRIES
19.BLUERIDGE ENVISIONEERING (now wholly owned by Parsons)
20.MERCEDES BENZ
21. ANT 61
22. QUANTUMVENTURA
23.INFORMATIONSYSTEM LABORATORIES
24.INTELLISENSESYSTEMS
25. CVEDIA
26. LORSERINDUSTRIES
27. SiFIVE
28.IPROSILICONE
29.SALESLINK
30. NUMEM
31. VORAGO
32. NANOSE
33. BIOTOME
34. OCULI
35. CIRCLE8CLEAN TECHNOLOGIES
36. AVIDGROUP
37. TATAELXSI

38. NEUROBUS
39. EDGX
40. EUROPEAN SPACE AGENCY
41 UNIGEN
42. iniVation
43. SAHOMA CONTROLWARE
44. MAGIKEYE
45. MYWAI
46. INFINEON
47. ERICSSON
48. MICROCHIP
49. ONSEMI
50. IPSOLON RESEARCH

51. UBH -HELLAS

52.ACCENTURE

53. FRONTGRADE GAISLER

54. DELLTechnologies

55. BOSTONDYNAMICS

56. AIRBUS

57. PARSONSCORPORATION

58. BASCOMHUNTER

59.ExeLANCE IT

60. USAIRFORCE RESEARCH LABORATORY

61. ONSOR

62. ANDESTECHNOLOGY

63. DEGIRUM

64.VEDYA

65.MULTICOREWARE

66.ARQUIMEA

67.LOCKHEED MARTIN
68. RTX - RAYTHEON & COLLINS

69. Nurjana Technologies

70. ChelpisQuantum GROUP

71. MiRLEGROUP

72. BOSCH

73. RENAULT

74. STMICROELECTRONICS

75. HAILA

76. DATA SCIENCEUA

77. BRAVE1

78.SPANIDEA

79. AiCOWBOYS

80. COLFAX

81. WEEBITNANO

82.University of Virginia

83.University of Oklahoma

84. Arizona StateUniversity
85.Carnegie Mellon University
86. Rochester Institute of Technology
87. DrexelUniversity
88. CornellTech - founded by Cornell University & Technion - (Israel Institute ofTechnology and sponsor of Nanose)
89.University of Western Australia
90. PennState University

Some are very spekulative … but would be nice

 

[IloveLamp]

#tcs #iot #autonomousvehicles #autonomousmobilerobots #ai #lidar | Manoj C R

Patent grant on LIDAR object detection with novel AI Techniques LIDAR is an essential sensor for next generation autonomous vehicles and robots due it’s capability to have accurate depth estimation of surroundings . At TCS IOTDE automotive , we are focusing on coming up with novel AI based...

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