BRN Discussion Ongoing

[Harwig]

I like this 4c. Promising...

 

[Jacob Kiraz]

But the shareprice goes down again, 1200 chips remember he said they can supply to companies who cant make there own, From I P to making little orders

 

[perceptron]

I like this 4c. Promising...

Agreed. Actual companies ordering and using Akida.

 

[Deleted member 3781]

The announcement is more positive than negative and the share price is falling… this is ridiculous….

 

[DK6161]

The announcement is more positive than negative and the share price is falling… this is ridiculous….

Lol stop complaining.

 

[Boab]

Like many of you I will continue to hold.

 

[manny100]

o

Operations Update
On the 23 October 2025, BrainChip announced a strategic partnership with Blue Ridge Envisioneering (BRE), a Parsons company (NYSE: PSN). BRE is a Virginia-based innovator delivering next-generation solutions to the defence and intelligence sectors.
The terms of the agreement include an initial order of 10,000 chips, supporting the deployment of edge-AI systems that maintain full performance without cloud connectivity. Parsons will integrate BrainChip’s AkidaTM neuromorphic processors into its mission-ready platforms to enhance adaptive performance in constrained and dynamic defence environments. The agreed supply framework with Parsons includes committed volumes for manufacturing scale, continuity-of-supply provisions, and tiered pricing for high-volume deployment.
The engagement will leverage Akida’s industry-leading low-power, real-time inference and on- device learning capabilities to deliver intelligent tactical solutions at the edge. It formalizes a multi- year collaboration, granting Parsons access to the AKD1500 processor. Parsons will use BrainChip’s AI Enablement Package and benefit from supply continuity and support services.
The integration of Akida allows Parsons to deploy AI that performs under the most austere conditions with advanced signal analysis, adaptive architecture, and sovereign defence use cases.
On 4 November 2025, BrainChip announced the commencement of volume production of the AKD1500, its neuromorphic Edge AI accelerator co-processor chip, at Embedded World North America.
Designed to deliver exceptional performance with minimal power consumption, the AKD1500 achieves 800 giga operations per second (GOPS) while operating under 300 milliwatts, setting a new benchmark for edge AI efficiency. This makes AKD1500 ideal for deployment in battery powered wearables, smart sensors, and heat-constrained environments where battery life and thermal limits are critical.
The AKD1500 integrates seamlessly with x86, ARM, and RISC-V host microcontrollers and multiprocessor (MPUs) chips via PCIe or Quad SPI serial interfaces, supporting broad market adoption across a wide range of applications. The AKD1500 co-processor approach is ideal for a wide range of environments and industries, upgrading multi-processor SoCs within defence, industrial and enterprise settings, and upgrading embedded microcontrollers for AI solutions in healthcare, wearables, and consumer electronics without a complete system redesign.
The AKD1500 product has been designed into several customer solutions in AI enabled sensing for medical and defence related applications, including Parsons, Bascom Hunter and Onsor Technologies.
The AKD1500 is supported by BrainChip’s MetaTFTM software development tools environment, enabling easy model conversion, quantisation, compilation and deployment using standard TensorFlow/KERAS formats. BrainChip’s event-based AkidaTM neuromorphic architecture also enables the AKD1500 to provide on-chip learning, a critical differentiator from conventional AI accelerators that rely solely on cloud-based training.
On 12 December 2025, BrainChip received an initial order for 1,200 AKD1500 chips from Nex Novus for use in its NeuromorphyxTM “Neuro Blocks” product. The AKD1500 will accelerate an MCU supporting neuromorphic evaluation of multi-sensor data. While the order size is minor, it represents further market demand for the AKD1500.
AKD1500 samples are available today with volume production scheduled for Q3’26.

" The AKD1500 integrates seamlessly with x86, ARM, and RISC-V host microcontrollers and multiprocessor (MPUs) chips via PCIe or Quad SPI serial interfaces, supporting broad market adoption across a wide range of applications. The AKD1500 co-processor approach is ideal for a wide range of environments and industries, upgrading multi-processor SoCs within defence, industrial and enterprise settings, and upgrading embedded microcontrollers for AI solutions in healthcare, wearables, and consumer electronics without a complete system redesign."
My bold above.
That’s a compelling hybrid model: ARM for control + neuromorphic for inference.
Essentially we are just waiting for industry to demand the benefits of Neuromorphic and ARM is ready. At the CES26 the 'edge' was all the rage and it appears that we are now seeing the beginning to the Edge take off - finally.
No doubt ARM will integrate AKIDA into their Auto suitable chips - likely Gen 2?
The Quarterly was ok - shows we are making progress.
.

 

[Gazzafish]

I’m feel the 4q is the first real indication of ongoing consistent revenue. Obviously small now but I get the feeling it’s the beginning

 

[Deleted member 3781]

I’m feel the 4q is the first real indication of ongoing consistent revenue. Obviously small now but I get the feeling it’s the beginning

Definitely. I also see the report as positive. It shows that they are actively working on sales and the technology.

However, we also have to be honest about what this really means. Since there are no “explosive sales,” it will most likely lead to further capital raises in order to cover ongoing operating costs — electricity, water, waste disposal, and other seemingly minor fixed expenses that nevertheless add up, such as salaries.

As a consequence, further dilution is likely, which makes it increasingly difficult for the share price to move upward.

Shorters and manipulators paradise … I have the feeling they meet up here every day because they know it’s an easy target and can make a few bucks a day by shorting… even if they can make grocery shopping with that amount of money…

Just my opinion.

 

[HopalongPetrovski]

grabbed from Bynek over on the crapper.........

link to short article re

BrainChip, Parsons Partner on Neuromorphic AI Integration for Defense Systems​

BrainChip Partners With Parsons on AI for Defense Systems

Parsons will integrate BrainChip's neuromorphic processors into its edge-AI defense platforms, under a partnership agreement.

share.google

 

[Terroni2105]

Ivan Projic is founder of Nex Novus

https://www.linkedin.com/in/ivan-projic/

 

[Gazzafish]

Definitely. I also see the report as positive. It shows that they are actively working on sales and the technology.

However, we also have to be honest about what this really means. Since there are no “explosive sales,” it will most likely lead to further capital raises in order to cover ongoing operating costs — electricity, water, waste disposal, and other seemingly minor fixed expenses that nevertheless add up, such as salaries.

As a consequence, further dilution is likely, which makes it increasingly difficult for the share price to move upward.

Shorters and manipulators paradise … I have the feeling they meet up here every day because they know it’s an easy target and can make a few bucks a day by shorting… even if they can make grocery shopping with that amount of money…

Just my opinion.

Not so sure, with a current quarterly spend of about $4-5m and a bank balance of over 30m, that gives a runway of about 6 quarters. Considering revenue is starting to come in, I would assume this runway will actually be much longer and as soon as revenue hits $4-5m a quarter, we are profitable… DYOR. All guesswork here

 

[jrp173]

I like this 4c. Promising...

Are you reading the same 4C as everyone else.. Promising? Which part?

 

[Deleted member 3781]

Not so sure, with a current quarterly spend of about $4-5m and a bank balance of over 30m, that gives a runway of about 6 quarters. Considering revenue is starting to come in, I would assume this runway will actually be much longer and as soon as revenue hits $4-5m a quarter, we are profitable… DYOR. All guesswork here

Sounds good … I take this…I will call my lambo dealer and tell him that I finally can pay my 2010 ordered gallardo soon…… if he asks me when, I will tell him “just watch me now”

 

[jrp173]

Just reporting the facts mate, tell me where im lying, Shareholders arent apprecisted,
Im not making the calls Mr Heir is, and its Fluff

Unfortunately some people on here don't like the truth...It's always the same - you will be attacked and shot down if you don't tow the party line and stick to certain poster's agendas (who are clearly wearing blinkers)

 

[Deleted member 3781]

Unfortunately some people on here don't like the truth...It's always the same - you will be attacked and shot down if you don't tow the party line and stick to certain poster's agendas (who are clearly wearing blinkers)

Just because it’s red today, doesn't mean it’s red for everyone…. You know what I mean mkey?

 

[Bravo]

Like many of you I will continue to hold.
View attachment 94626

Me too @Boab.

This has stopped being an investment and become a compulsory character-building exercise instead.

I’d ask for parole, but at this point I appear to be serving a life sentence.

 

[smoothsailing18]

Glad to see your humour is still alive and well Bravo . It's all we have until next financials

 

[Bravo]

o

" The AKD1500 integrates seamlessly with x86, ARM, and RISC-V host microcontrollers and multiprocessor (MPUs) chips via PCIe or Quad SPI serial interfaces, supporting broad market adoption across a wide range of applications. The AKD1500 co-processor approach is ideal for a wide range of environments and industries, upgrading multi-processor SoCs within defence, industrial and enterprise settings, and upgrading embedded microcontrollers for AI solutions in healthcare, wearables, and consumer electronics without a complete system redesign."
My bold above.
That’s a compelling hybrid model: ARM for control + neuromorphic for inference.
Essentially we are just waiting for industry to demand the benefits of Neuromorphic and ARM is ready. At the CES26 the 'edge' was all the rage and it appears that we are now seeing the beginning to the Edge take off - finally.
No doubt ARM will integrate AKIDA into their Auto suitable chips - likely Gen 2?
The Quarterly was ok - shows we are making progress.
.

Hi Manny,

I agree the ARM + accelerator hybrid model makes sense, but I am NOT optimistic that ARM will integrate Akida into its own automotive chips. Because that’s not really how ARM operates.

ARM licenses CPU and NPU IP (like Ethos), but it doesn’t generally integrate third-party processors into its silicon. That integration is done by OEMs.

I'd say the more realistic path is for Akida to co-exist alongside ARM cores in OEM SoCs or as a host-attached accelerator. If that happens at scale, that would still be a big win but it would be different from an ARM-led integration.

Happy to be corrected, but this is consistent with how ARM’s business model and ecosystem usually work.

 

[Jacob Kiraz]

Just because it’s red today, doesn't mean it’s red for everyone…. You know what I mean mkey?

Its coming for you