Shadow59
Regular
Love your wit and wisdom
BRN Discussion Ongoing
- Thread starter TechGirl
- Start date
TheDrooben
Pretty Pretty Pretty Pretty Good
Might have been Ron Vara instead...he knows what's best.....
HopalongPetrovski
I'm Spartacus!
Great to have you back Sirod69.Thank you i'm fine.
I also think it's nice to be here again.
I was always very frustrated with Brainchip's course and often thought about selling some of it.
Instead of selling, I decided to continue and to wait and see with all of you here, because it's easier together.
I hope you'll take me back, even though I don't have much to offer at the moment.
We always had a lot of fun here and that feels good.
Personally, I don't think you can ever have enough Bavarian girls.
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Exciting world first for the team. Always a pleasure to do business with the Aussies. | Peter L.
Exciting world first for the team. Always a pleasure to do business with the Aussies.
Could we be involved with this?
In this and many other cases I would suggest… WATCH THE FINANCIALS!!
Exciting world first for the team. Always a pleasure to do business with the Aussies. | Peter L.
Exciting world first for the team. Always a pleasure to do business with the Aussies.www.linkedin.com
Could we be involved with this?
View attachment 91160 View attachment 91161 View attachment 91162 View attachment 91163
Disclaimer
no financial advice… DYOR
buena suerte :-)
BOB Bank of Brainchip
Good to hear you are well and still hold BRN shares....It certainly has been a 'very' frustrating few years but I think the tide is about to turnThank you i'm fine.
I also think it's nice to be here again.
I was always very frustrated with Brainchip's course and often thought about selling some of it.
Instead of selling, I decided to continue and to wait and see with all of you here, because it's easier together.
I hope you'll take me back, even though I don't have much to offer at the moment.
We always had a lot of fun here and that feels good.
for us long suffering Chippers !!
One great announcement is an "overnight company maker"
Hopefully more fun filled days ahead for us all
Cheers
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But looking at the Trim report. Looks like revenue is 8 -10 years away?. Can someone give an insight into to that report. Long term holder here. Very very frustrated.Good to hear you are well and still hold BRN shares....It certainly has been a 'very' frustrating few years but I think the tide is about to turn
for us long suffering Chippers !!
One great announcement is an "overnight company maker"
Hopefully more fun filled days ahead for us all
Cheers
The expected revenues are admittedly low because BrainChip is currently in a kind of “ramp-up phase.” Many partners are still testing, but hardly anyone — if at all — is already in mass production. Management wants to keep expectations low in order to avoid disappointment later on. For investors, this can be frustrating since the technology looks far more advanced than the numbers suggest. Personally, I’m fine with that, as positive surprises could easily reset the picture. Better to set the bar low than to aim too high and miss.
smoothsailing18
Regular
They can only go on what they know which doesn't mean the company will not include more deals moving forward. It is a base line only as most here know there is lots more in the pipe line which will be released once their ready to do so.
smoothsailing18
Regular
FF
The Trim Report is not written for retail investors.
As such I would suggest going to page 5 of the latest report and read their comments regarding ONSOR NEXA. Then go back to the comments by ONSOR about the world wide addressable market and ask yourself with NEXA coming to market in 2026 do you believe it will take to 2036 for revenue to start to accrue to Brainchip from just this one engagement???
Similarly compare what Trim is saying about Frontgrade Gaisler compared with what Frontgrade Gaisler said with the release of GRAIN???
Take note of the fact that Trim makes no reference to the two in market products released by AiLabs which could in all probability be already generating revenue???
Ask yourself why it is that the Andes Technology AKIDA RISC-V Ai solution and the Quantum Ventura US Department of Energy Brainchip Only Game In Town Cyber Security solution is basically ignored. It defies reason to claim that if these two solutions with credible partners are currently being marketed, which they are, that if they obtain only moderate market penetration, that it will be ten years before revenue accrues to Brainchip???
The only significance I personally see in their report which is intended for 'Wholesale clients' is that it confirms for a second time that at present Brainchip's shares on the ASX are undervalued by a factor of five
The Trim Report is not written for retail investors.
As such I would suggest going to page 5 of the latest report and read their comments regarding ONSOR NEXA. Then go back to the comments by ONSOR about the world wide addressable market and ask yourself with NEXA coming to market in 2026 do you believe it will take to 2036 for revenue to start to accrue to Brainchip from just this one engagement???
Similarly compare what Trim is saying about Frontgrade Gaisler compared with what Frontgrade Gaisler said with the release of GRAIN???
Take note of the fact that Trim makes no reference to the two in market products released by AiLabs which could in all probability be already generating revenue???
Ask yourself why it is that the Andes Technology AKIDA RISC-V Ai solution and the Quantum Ventura US Department of Energy Brainchip Only Game In Town Cyber Security solution is basically ignored. It defies reason to claim that if these two solutions with credible partners are currently being marketed, which they are, that if they obtain only moderate market penetration, that it will be ten years before revenue accrues to Brainchip???
The only significance I personally see in their report which is intended for 'Wholesale clients' is that it confirms for a second time that at present Brainchip's shares on the ASX are undervalued by a factor of five
In case anyone is wondering where the difference lies…in short…. whether a report is written for retail or wholesale makes all the difference between frustration and opportunity. Retail only sees the low revenue expectations, while wholesale sees a deeply conservative baseline where even small surprises to the upside look very attractive.
Hey Esq,
Hope you are well. Oh and how is the music going? (Are you into euroracks?)
I'm just thinking the forum might take a quick look at the best way for new companies with new technology to take on existing companies with established products and revenue.
The parting of the VP-Sales person and the big push to extend our product range might point to the fact that no established company will take the risk to develop a new product using new technology with a new (non-revenue) company.
This means that VP-Business development needs to step to the fore, be creative, and promote established companies investing in or acquiring BRN shares in exchange for their equity or a share of future revenue for specific chips.
As an example I see Meta have opensourced their neuromorphic audio codec - allowing streaming content of much less data, sounding much more like the original recording. This would have large appeal and value. If a specific model can be trained that allows akida pico to do this then it should be the shopped as a strategic partnership (not ecosystem) or to a corporate venture capital firm looking to provide funds.
The same could be said for any of the cyber-security companies ( many of these). Just because Quantum Venture did it, doesn't mean to say that BRN can't form a JV to do it again for funds now, with other companies.
The same could go for Raytheon. AFRL are providing the funds. If Raytheon end up deciding not to develop a saleable product in doppler radar, then we shouldn't be too coy to shop our Akida IP to other missile defense companies.
Our current SP malaise seems to me, more and more, to be caused by our inability to sell akida in a way that generates a focused interest, like an auction does.
Cheers!
Someone would ask himself now “ok.. all good .. but why is it still dropping? If it’s a good opportunity to buy as an institutional investor?”
I DONT KNOW OK??!!! I….I…. I JUST HOPE OK… I AM A RETAILER MAN… ASK BRAINCHIP
I'm not laughing at you! You gave the only correct answer.
I'm laughing at those who ask such questions.
Pom down under
Top 20
A bit of Edge AI news:
https://www.msn.com/en-au/money/mar...S&cvid=68c7e3bb0afb440caea0bead03f07e88&ei=47
...
Waymo, the self-driving taxi service based in the US, is expanding its fleet of autonomous taxis to 3500 vehicles by 2026.
Kodiak Robotics is pushing into the long-haul autonomous trucking sector, coaxed along by a US$50 million grant from the US Department of Defense.
For all that, edge AI computing is still in its infancy.
The technology is undergoing rapid, almost daily advancement, but the challenges are many-fold.
“Creating something that’s fit for purpose and delivers value to customers at an attractive price point is a real technical challenge,” Harvest Technology (ASX:HTG) chief product officer Damiain Brown told Stockhead.
Harvest Tech is an operations solutions technology company, specialising in secure and stable remote and off-shore applications.
The company’s main offering is the Nodestream Protocol, a remote monitoring and operations product that offers huge bandwidth efficiency and connection stability advantages over traditional operational solutions.
“Our customers range widely. Some companies want AI in everything but have no budget, while defence contracts might have very deep pockets but very specific standards to meet.
“It’s difficult to design an agnostic system that will be fit for both purposes.”
“We work in really remote offshore sites. They’re disconnected. They don’t have the networks and everything else that people who operate in metropolitan areas have,” Brown explained.
“The main NEON platform will work around intelligent monitoring of remote sites, with a set of actions and commands the system can enact on top of that.
“You can think of it like a digital watchdog linked with a concierge intelligent enough to respond to incidents.”
Harvest imagines deploying intelligent operational incident monitors capable of not only recognising emergency situations, but deploying alarms, response systems and alerting the necessary stakeholders in real time, even in the most remote locations.
The technology could respond to incidents on unmanned vessels, enable firefighters to communicate and coordinate deep within inaccessible mountain ranges, or even monitor pollution and fishing nets via millions of individual deep-sea sensors.
That’s the goal, but there’s still a lot to accomplish before the technology can be fully realised in these ways.
Meanwhile hundreds of thousands of individual companies are developing proprietary offerings in the edge AI space, all racing each other to be the next big thing.
“There are so many versions of this technology, [so when] choosing which one to integrate for a broad swathe of industries and applications – everything from hydrocarbon production to first responders or defence – being agnostic is really important,” Brown said.
“We’ve also got to future proof. A lot of what’s available today will be legacy within weeks or months.
“This technology is just moving so damn quick.”
Brainchip Holdings (ASX:BRN) is quite literally developing the chips that could power Harvest’s edge AI goals.
A self-described ‘worldwide leader in edge AI on-chip processing’, Brainchip is developing its Akida technology to mimic a human brain, analysing sensor inputs at the point of acquisition (the chip itself) and processing the data on the spot.
BRN’s core offering is the Akida AI Acceleration Processor, a low-power, real-time AI processing chip designed to facilitate vision, audio and sensor functions.
It’s use applications include things like vehicle health monitoring via engine noises, vibrations and brake wear, and radar and LiDAR-based low-visibility perception for autonomous vehicles and similar technology.
Still on the chip architecture front, Weebit Nano (ASX:WBT) is developing a new class of memory chips called ReRAM, which promise to overcome current chip limitations in terms of power consumption, speed, endurance, cost, and size.
Resistive random-access memory (ReRAM) was one of the centre pieces of the 2024 TSMC Technology Symposium, positioned as a Flash memory chip replacement and a leading contender for machine learning applications.
The technology is incredibly technically advanced, but it boils down to being able to squeeze a hell of a lot more data onto much smaller chips, with lightning-fast data access at a fraction of the cost.
Weebit isn’t the only one developing ReRAM, but it’s managed to create a bit of space for itself by designing its chips with standard materials and tools, meaning they can be manufactured in existing plants with very little investment or equipment changes required.
Moving away from chip architecture, DXN Solutions (ASXXN) has a novel solution for edge computing needs – miniaturised, modular data centres (DCs).
Rather than concentrating processing power in massive, power-hungry, centralised DCs, DXN is building bespoke, prefabricated Edge Data Centres.
Specifically designed for Edge computing, DXN offers custom-sized, modular data centres of all sizes, ranging from a simple broom closet-sized two-rack micro data centre, to 50-rack, warehouse-sized DCs.
DXN has already inked several data centre delivery deals, including with major gold miner Newcrest Mining (ASX:NCM) and international construction contractor Multiplex.
The company has deployed its edge AI solution to more than 30 locations across Australia, the South Pacific and Africa, servicing companies like Boeing and Anglo America.
That’s just one, relatively small ASX-listed company – uptake of Edge AI has been incredibly fast, growing at an incredible rate in terms of market penetration.
SHD Group, a global technology and automotive-focused market analysis firm, predicts edge AI will penetrate more than 31% of the greater market by 2030, foreseeing revenues of US$100 billion by the same year and a massive 55% capture of the overall AI market.
That’s part of the challenge for companies such as Harvest Tech, which are deliberately reaching just a little further than our current capabilities.
“We’re trying to find the thin edge of the wedge and build for tomorrow,” Brown explained.
“We’ve got to be very careful not to paint ourselves into a corner. Obsolescence is a real concern.
“Once, you’d build something and it would be fit for purpose for years. Now, it could be disrupted and obsolete within weeks.”
In other words, tread carefully, and don’t trust the PR spin. Things are moving far too quickly in the edge AI space for anyone to get too comfortable.
That said, all signs are pointing to a far more connected, efficient and autonomous future just over the horizon.
“Edge AI is the ultimate and probably only scalable way to do AI in the real world – collecting, analysing, and acting on data where it lives,” Qualcomm senior director of AI Research Evgeni Gousev said in an interview with Schneider Electric.
“In our industry, with the way things progress now, one day equals a year of development,” Gousev said at the tinyML Innovation Forum in Milan.
“It’s like a snowball effect.”
TinyML Foundation executive director Pete Bernard said that while Edge AI isn’t as exciting or glamorous as GenAI, it’s having a real impact on people’s lives.
“The value proposition is pretty universal,” he said.
“Whether you’re using it to fix a water system or grow better crops or have better health outcomes, its lower cost, lower power requirements … people can get their hands on this stuff and just start building.
“Every Fortune 500 chief technology officer right now has an AI strategy, and I suspect edge AI is going to be part of that strategy.”
https://www.msn.com/en-au/money/mar...S&cvid=68c7e3bb0afb440caea0bead03f07e88&ei=47
Beyond the clouds: Bringing the power of edge AI to the far reaches of society
Story by Phoebe Shields...
Are we there yet?
Less than a week ago, a Tesla drove itself from Sydney to Melbourne with only passive supervision from a human driver.Waymo, the self-driving taxi service based in the US, is expanding its fleet of autonomous taxis to 3500 vehicles by 2026.
Kodiak Robotics is pushing into the long-haul autonomous trucking sector, coaxed along by a US$50 million grant from the US Department of Defense.
For all that, edge AI computing is still in its infancy.
The technology is undergoing rapid, almost daily advancement, but the challenges are many-fold.
“Creating something that’s fit for purpose and delivers value to customers at an attractive price point is a real technical challenge,” Harvest Technology (ASX:HTG) chief product officer Damiain Brown told Stockhead.
Harvest Tech is an operations solutions technology company, specialising in secure and stable remote and off-shore applications.
The company’s main offering is the Nodestream Protocol, a remote monitoring and operations product that offers huge bandwidth efficiency and connection stability advantages over traditional operational solutions.
“Our customers range widely. Some companies want AI in everything but have no budget, while defence contracts might have very deep pockets but very specific standards to meet.
“It’s difficult to design an agnostic system that will be fit for both purposes.”
Going fully robotic
Harvest Tech dreams of facilitating fully autonomous remote worksites via its Nodestream protocol, and the company is pushing strongly into edge AI within its Nodestream Enhanced Operating Network (NEON) development project to facilitate that vision.“We work in really remote offshore sites. They’re disconnected. They don’t have the networks and everything else that people who operate in metropolitan areas have,” Brown explained.
“The main NEON platform will work around intelligent monitoring of remote sites, with a set of actions and commands the system can enact on top of that.
“You can think of it like a digital watchdog linked with a concierge intelligent enough to respond to incidents.”
Harvest imagines deploying intelligent operational incident monitors capable of not only recognising emergency situations, but deploying alarms, response systems and alerting the necessary stakeholders in real time, even in the most remote locations.
The technology could respond to incidents on unmanned vessels, enable firefighters to communicate and coordinate deep within inaccessible mountain ranges, or even monitor pollution and fishing nets via millions of individual deep-sea sensors.
That’s the goal, but there’s still a lot to accomplish before the technology can be fully realised in these ways.
Meanwhile hundreds of thousands of individual companies are developing proprietary offerings in the edge AI space, all racing each other to be the next big thing.
“There are so many versions of this technology, [so when] choosing which one to integrate for a broad swathe of industries and applications – everything from hydrocarbon production to first responders or defence – being agnostic is really important,” Brown said.
“We’ve also got to future proof. A lot of what’s available today will be legacy within weeks or months.
“This technology is just moving so damn quick.”
Who’s doing the leg work?
While Harvest Tech works to bring its end-use vision of autonomous deep-sea rescue missions and fully remote oil rig repairs to life, a swathe of other ASX-listed companies are working on the foundational technology to facilitate it.Brainchip Holdings (ASX:BRN) is quite literally developing the chips that could power Harvest’s edge AI goals.
A self-described ‘worldwide leader in edge AI on-chip processing’, Brainchip is developing its Akida technology to mimic a human brain, analysing sensor inputs at the point of acquisition (the chip itself) and processing the data on the spot.
BRN’s core offering is the Akida AI Acceleration Processor, a low-power, real-time AI processing chip designed to facilitate vision, audio and sensor functions.
It’s use applications include things like vehicle health monitoring via engine noises, vibrations and brake wear, and radar and LiDAR-based low-visibility perception for autonomous vehicles and similar technology.
Still on the chip architecture front, Weebit Nano (ASX:WBT) is developing a new class of memory chips called ReRAM, which promise to overcome current chip limitations in terms of power consumption, speed, endurance, cost, and size.
Resistive random-access memory (ReRAM) was one of the centre pieces of the 2024 TSMC Technology Symposium, positioned as a Flash memory chip replacement and a leading contender for machine learning applications.
The technology is incredibly technically advanced, but it boils down to being able to squeeze a hell of a lot more data onto much smaller chips, with lightning-fast data access at a fraction of the cost.
Weebit isn’t the only one developing ReRAM, but it’s managed to create a bit of space for itself by designing its chips with standard materials and tools, meaning they can be manufactured in existing plants with very little investment or equipment changes required.
Moving away from chip architecture, DXN Solutions (ASX
XN) has a novel solution for edge computing needs – miniaturised, modular data centres (DCs).Rather than concentrating processing power in massive, power-hungry, centralised DCs, DXN is building bespoke, prefabricated Edge Data Centres.
Specifically designed for Edge computing, DXN offers custom-sized, modular data centres of all sizes, ranging from a simple broom closet-sized two-rack micro data centre, to 50-rack, warehouse-sized DCs.
DXN has already inked several data centre delivery deals, including with major gold miner Newcrest Mining (ASX:NCM) and international construction contractor Multiplex.
The company has deployed its edge AI solution to more than 30 locations across Australia, the South Pacific and Africa, servicing companies like Boeing and Anglo America.
That’s just one, relatively small ASX-listed company – uptake of Edge AI has been incredibly fast, growing at an incredible rate in terms of market penetration.
SHD Group, a global technology and automotive-focused market analysis firm, predicts edge AI will penetrate more than 31% of the greater market by 2030, foreseeing revenues of US$100 billion by the same year and a massive 55% capture of the overall AI market.
On the edge of tomorrow
So, the technology isn’t quite here yet, but at current rates of progress it promises to arrive at a blistering pace.That’s part of the challenge for companies such as Harvest Tech, which are deliberately reaching just a little further than our current capabilities.
“We’re trying to find the thin edge of the wedge and build for tomorrow,” Brown explained.
“We’ve got to be very careful not to paint ourselves into a corner. Obsolescence is a real concern.
“Once, you’d build something and it would be fit for purpose for years. Now, it could be disrupted and obsolete within weeks.”
In other words, tread carefully, and don’t trust the PR spin. Things are moving far too quickly in the edge AI space for anyone to get too comfortable.
That said, all signs are pointing to a far more connected, efficient and autonomous future just over the horizon.
“Edge AI is the ultimate and probably only scalable way to do AI in the real world – collecting, analysing, and acting on data where it lives,” Qualcomm senior director of AI Research Evgeni Gousev said in an interview with Schneider Electric.
“In our industry, with the way things progress now, one day equals a year of development,” Gousev said at the tinyML Innovation Forum in Milan.
“It’s like a snowball effect.”
TinyML Foundation executive director Pete Bernard said that while Edge AI isn’t as exciting or glamorous as GenAI, it’s having a real impact on people’s lives.
“The value proposition is pretty universal,” he said.
“Whether you’re using it to fix a water system or grow better crops or have better health outcomes, its lower cost, lower power requirements … people can get their hands on this stuff and just start building.
“Every Fortune 500 chief technology officer right now has an AI strategy, and I suspect edge AI is going to be part of that strategy.”
Stable Genius
Regular
It’d be nice to be partnered up with Mirle from Taiwan who’s building robots and autonomous quadraped robots.
brainchip.com
BrainChip Collaborates with Chelpis-Mirle on Security Solution
BrainChip Collaborates with Chelpis-Mirle on Security Solution Laguna Hills, Calif. – April 28th, 2025 – BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI, today announced that...
brainchip.com
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