BRN Discussion Ongoing

[HopalongPetrovski]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

Aye dear Brava Bravo.

But how much worse indeed,
were one to sell, then watch it speed!

To see it fly, beyond birds eye,
as in Mercedes fevered dream.

Making bags unmatched, thinking on yachts unhatched,
and hot tubs gleaming gold.

A Trumps desire, not a FUD'ster's perspire,
and cortical columns on benches untold.

We soon'll be rich, beyond shortee's pitch,
taking our tea 'n crumpet in the never-ending now.

So hold fast young lass, and continue the amass,
at these prices, the manip's allow.

 

[miaeffect]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

Same here..

 

[Diogenese]

Some birds have started nesting inside my cranial cavity.


View attachment 94365


I’ve been watching for ages, waiting in vainium,
Birds moved in and took over my cranium.
They’ve made themselves comfy, no plans to abstain,
Now everyone I meet calls me Bird Brain.

"Now!" is the winter of our discontent ...

 

[Guzzi62]

Aye dear Brava Bravo.

But how much worse indeed,
were one to sell, then watch it speed!

To see it fly, beyond birds eye,
as in Mercedes fevered dream.

Making bags unmatched, thinking on yachts unhatched,
and hot tubs gleaming gold.

A Trumps desire, not a FUD'ster's perspire,
and cortical columns on benches untold.

We soon'll be rich, beyond shortee's pitch,
taking our tea 'n crumpet in the never-ending now.

So hold fast young lass, and continue the amass,
at these prices, the manip's allow.

Brilliant.

The first sentences are indeed something that will make you think twice if you consider selling and move on.

Done it before with a biotech stock I owned, the week after I sold it took off big time.

Even NVIDIA eluded me, I had for about 15K US$ worth, sold it with app 20% profit, app a year later it was worth about 3 times more than I sold it for.

I really hope that something happens before the AGM or the next 4C coming very soon.
An announcement next week will save Sean's: Watch us now statement IMO, a statement like that covers in my view: a quarter.

If nothing have happened before the AGM I will be very disappointed and they better have a very good explanation as to why they can't sell anything in great numbers or IP's.

 

[smoothsailing18]

FF


From Edge Impulse a Qualcomm Company:



"Brainchip Akida represents the state of the art in production-ready Neuromorphic computing

, ideally suited to edge use-cases. We will be demonstrating the power of the Brainchip Akida in an industrial setting in this guide as part of a standalone inspection system that can be setup along a production line…

Edge Impulse and Brainchip
For an industrial automation engineer, or anyone not familiar with deep learning, this can seem daunting and slows down the efficacy of deploying AI-based inspection systems. The fastest path to market in the past has been expensive proprietary camera hardware and software solutions that abstract the process with complicated licensing, and limited access to the underlying platform. However, the Brainchip Akida acts as a co-processor, enabling you to use your existing x86 or Arm-based platform to have full freedom on your final application..."

https://docs.edgeimpulse.com/projects/expert-network/brainchip-akida-industrial-inspection

 

[Pom down under]

How many chips are Brainchip taping out of 1500 for Q3

 

[manny100]

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market
Article title: "Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market"
" It’s a strategic buy for investors who want to own the future of AI at the edge. "
" Enter BrainChip (BCIA), a stealth innovator whose State-Space Models (TENNs) and Akida neuromorphic chips are rewriting the rules of low-power AI. With a first-mover advantage in neuromorphic hardware and a tech stack that outperforms transformers by orders of magnitude, BrainChip isn’t just playing in this space—it’s primed to dominate it. Here’s why investors should act now."

 

[Jacob Kiraz]

absolutely nothing....and Sean knows it.

Unfortunately PVDM controls what happens in the company due to his large share holding. So unless Peter is unhappy with Sean, nothing will happen!

So even if BRN get their FOURTH strike, nothing will change.

Just think about that for one moment, their "potential" fourth strike... what a joke....

Three strikes already and still not listening to the shareholders....... what a sad state of affairs...


EDIT - oh one thing that that will happen, Sean will still get 50% of his RSU's issued regardless of what he achieves!

View attachment 94369

Have another Drink

 

[Jacob Kiraz]

Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market
Article title: "Why BrainChip’s SSM Edge AI Tech is Set to Dominate the $20B+ Market"
" It’s a strategic buy for investors who want to own the future of AI at the edge. "
" Enter BrainChip (BCIA), a stealth innovator whose State-Space Models (TENNs) and Akida neuromorphic chips are rewriting the rules of low-power AI. With a first-mover advantage in neuromorphic hardware and a tech stack that outperforms transformers by orders of magnitude, BrainChip isn’t just playing in this space—it’s primed to dominate it. Here’s why investors should act now."

What happened to Pico

 

[Bravo]

How many chips are Brainchip taping out of 1500 for Q3

Unless I’m mistaken, I believe the first batch ( volume = 73,000) of Akida 1500 chips won hit the market until 2027.

A total of 450,000 units (including those mentioned above) are expected by 2028.

 

[manny100]

Unless I’m mistaken, I believe the first batch ( volume = 73,000) of Akida 1500 chips won hit the market until 2027.

A total of 450,000 units (including those mentioned above) are expected by 2028.

I remember 450,000 was mentioned but I cannot find the source.
I guess Brainchip would expect the bigger clients like Parsons, RTX would not take that long to take out out an IP given its way cheaper with big volume scale.

 

[Jacob Kiraz]

Unless I’m mistaken, I believe the first batch ( volume = 73,000) of Akida 1500 chips won hit the market until 2027.

A total of 450,000 units (including those mentioned above) are expected by 2028.

Q3 2026

 

[Jacob Kiraz]

I remember 450,000 was mentioned but I cannot find the source.
I guess Brainchip would expect the bigger clients like Parsons, RTX would not take that long to take out out an IP given its way cheaper with big volume scale.

What does a chip cost to make and then sell, Whats the profit matgin

 

[Bravo]

Volume orders are under $10 each.

So an average cost of, say $20 per unit, gives us 9,000,000, which may have been what Sean's bonus payment was based on.

450,000 chips by 2028 at an average sale price of $20 is $9,000,000.

Q3 2026

What does a chip cost to make and then sell, Whats the profit matgin

Cost = $2.94
Price per chip is volume dependant = $4- $50

 

[perceptron]

450,000 chips by 2028 at an average sale price of $20 is $9,000,000.






Cost = $2.94
Price per chip is volume dependant = $4- $50

View attachment 94370

By this logic, the chip manufacturing company is only charging for the variable costs associated with producing a silicon chip?

 

[manny100]

Artificial Intelligence Strategy for the Department of War
Released very recently.
Fits BRN like a glove. Seems huge!!!!!!
No further comment from me right now - still absorbing it.
What do posters think?

 

[Mt09]

Artificial Intelligence Strategy for the Department of War
Released very recently.
Fits BRN like a glove. Seems huge!!!!!!
No further comment from me right now - still absorbing it.
What do posters think?

Until I see the headline “Department of war license Brainchip Akida IP “ I’m not getting excited..

 

[Victor Lee]

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https://chat.whatsapp.com/LszswgzA6fG56bAARoLXoc

 

[manny100]

Until I see the headline “Department of war license Brainchip Akida IP “ I’m not getting excited..

"AI Compute. As part of our AI and Autonomy acceleration investments, the Department will invest substantial resources in the expansion of our access to AI compute infrastructure, from datacenters to the edge."
Yes but markets move in anticipation. Not saying this will move the SP but one of the aims is to speed DOD AI adoption up..
Combine that with AKIDA cloud speeding up time to prototype its a real positive.
Given our connection with Parsons, Bascom Hunter, RTX and CyberNeutro-RT defense grade cybersecurity no negatives in the Department of War release.

 

[TopCat]

Artificial Intelligence Strategy for the Department of War
Released very recently.
Fits BRN like a glove. Seems huge!!!!!!
No further comment from me right now - still absorbing it.
What do posters think?

I’m thinking we wouldn’t need to do a capital raise if it were Brainchip!