BRN Discussion Ongoing

perceptron

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Ok, so here's a surprise (to me at least) - Akida 1500 has 9 nodes.

AKD1500-Datasheet-1.2.pdf

Page 26

The Akida Neural Fabric is self-contained and managed by a runtime library that can run on a host processor.

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Groups of four Neural Processing Units are organized in a node. A mesh network transports spike packets and configuration data between the nodes. An AKD1500 Chip provides a 3 row x 3 column mesh.

One of the reasons for going IP only was the problem of inventory, how many chips with 64 nodes, 32 nodes, 16 nodes, 8 nodes, 4 modes, 2 nodes, 1 node, ...?

It also means the company is confident that 9 nodes can handle all the expected customer tasks, keeping in mind the NPU reuse capability.

Well I guess that that means there are about 7 times more chips per wafer than a 64 node chip.
Interesting, do you have rough estimation of the number of chips per wafer?
 
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Frangipani

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Feb 26, 2026 9:00 AM Eastern Standard Time

BrainChip Named Official Technology Sponsor for Raytheon’s “Operation Touchdown” Autonomous Vehicle Competition​



Sponsorship provides university teams with low-power AKD1000 neuromorphic AI hardware to solve complex collaborative UAV/UGV challenges

LAGUNA HILLS, Calif.--(BUSINESS WIRE)--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 its role as the official Technology Sponsor for the 2025-2026 Raytheon Autonomous Vehicle Competition (AVC).



The Raytheon AVC, themed “Operation Touchdown,” challenges undergraduate engineering teams from across four United States-based regions—South, Puerto Rico, West Coast, and East Coast—to design and integrate a collaborative system of systems involving at least one Unmanned Aerial Vehicle (UAV) and one Unmanned Ground Vehicle (UGV). Teams must demonstrate fully autonomous navigation, target identification, and collaborative behaviors, including the signature challenge of autonomously landing a UAV on a moving UGV.

As the competition's core technology provider, BrainChip is requiring participating teams to integrate its advanced neuromorphic semiconductor technology into their systems. Teams will have exclusive access to the Akida™ AKD1000, a low-power Edge AI acceleration processor built on the Akida 1.0 neural network inference processor.


“Supporting STEM education and fostering innovation is at the core of BrainChip’s mission,” said Sean Hehir, CEO of BrainChip. “This competition represents the future of autonomous systems—where power-constrained devices must make intelligent decisions in real-time. We are proud to see our Akida technology driving the cognitive capabilities of the UAVs and UGVs in this year’s challenge.”

To ensure student success, BrainChip is providing the AKD1000 hardware at cost, delivering neuromorphic boards to each university competition team. Furthermore, BrainChip is committing up to 40 hours of virtual engineering support per competition, along with recorded webinars and integration guides, to assist teams in mastering on-chip learning and real-time adaptation to field conditions.

“The Raytheon Autonomous Vehicle Competition is designed to push the boundaries of what university students can achieve in autonomous systems,” said Jesse Lee, Raytheon Autonomous Vehicle Competition Lead. “By incorporating BrainChip’s neuromorphic processors, we are equipping the next generation of engineers with the cutting-edge AI capabilities required to solve real-world defense and disaster response challenges.”

The contest’s United States-based locations and dates:

  • South: The University of Texas at Arlington, Texas, April 16-17
  • East: George Mason University, Washington, D.C., April 22-24
  • West: Santa Barbara City College, California, June 5-6
  • Puerto Rico: TBD

About BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY):
BrainChip is the worldwide leader in Edge AI on-chip processing and learning. The company’s first-to-market, fully digital, event-based AI processor, Akida™, uses neuromorphic principles to mimic the human brain, analyzing only essential sensor inputs with unmatched efficiency and energy economy. Explore more at www.brainchip.com.

About Raytheon:
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies, and partners defend their national sovereignty. For more than 100 years, Raytheon has developed new technologies in integrated air and missile defense, advanced sensors, and autonomous systems.

Contacts​

Media Contact:
Madeline Coe
prforbrainchip@bospar.com
224-433-9056
Investor Contact:
Trevor Franz
ir@brainchip.com




Do they really mean “at cost” rather than “at no cost”? 🤔

“To ensure student success, BrainChip is providing the AKD1000 hardware at cost, delivering neuromorphic boards to each university competition team.”


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7für7

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HopalongPetrovski

I'm Spartacus!
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On YouTube

Boston Dynamics New ATLAS Just Went Full Human Mode (Insane Upgrade
 
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Bravo

Meow Meow 🐾
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DK6161

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This Is Fine GIF by Erste Bank und Sparkasse

0% target achieved.
Where is TECH now?
 
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7für7

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Ahhhh nice… back to our BRN routine… 🟥

Relaxed Chill GIF
 
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Ahhhh nice… back to our BRN routine… 🟥

Relaxed Chill GIF
Purchased an investment property in cairns a few months ago and was about to get some plans drawn up. Might put them on hold to buy a few more shares 😂
 
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Frangipani

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BrainChip (ASX:BRN) Falls 6% Despite Defence Deals and AKD1500 Production Ramp- Is This a Buying Opportunity?​

Ujjwal Maheshwari Ujjwal Maheshwari, January 30, 2026

BrainChip Slips Despite Defence Orders and AKD1500 Ramp​

BrainChip Holdings (ASX: BRN) dropped around 6% on Thursday despite releasing what appears to be its strongest quarterly update in years. The neuromorphic AI chip maker reported improved cash flows, a strengthened balance sheet, and meaningful progress on defence contracts, yet the market pushed shares toward 52-week lows near 16 cents.

For investors watching the edge AI space, this disconnect raises a critical question: Is the market missing something, or does the selloff reflect legitimate concerns about a company still burning cash with minimal revenue? We believe the answer lies somewhere in between.

BrainChip’s Defence Push Gains Traction With Parsons Partnership​

The most significant development from the December quarter was the advancement of a multi-year partnership with Blue Ridge Envisioneering, a subsidiary of NYSE-listed Parsons Corporation. This deal includes an initial order of 10,000 chips over the agreement term and establishes a supply framework for high-volume defence deployments.

Parsons is a Fortune 500 defence contractor with deep ties to the US military and intelligence agencies. Their commitment to BrainChip’s technology validates the Akida platform’s relevance in defence applications where low power and edge processing are essential.

The company also secured an order from Nex Novus for medical sensing applications. However, these early wins remain small relative to BrainChip’s A$350 million market capitalisation. Early commercial validation is encouraging, but the path to meaningful revenue remains in its infancy.

AKD1500 Production Begins- What This Means for Revenue​

Perhaps the most important milestone this quarter was the commencement of volume production for the AKD1500 edge AI co-processor. This chip delivers 800 giga operations per second while consuming under 300 milliwatts, a performance that positions it well for battery-powered devices and heat-constrained environments.

The AKD1500 integrates with x86, ARM, and RISC-V systems, providing compatibility across a wide range of applications. With volume production now underway, BrainChip expects to commence shipping production-grade parts in Q3 2026, marking a critical transition from R&D to commercial scaling.

In our view, this transition from development to manufacturing separates genuine commercial potential from perpetual R&D spending. If BrainChip converts its design wins into recurring chip sales over the next 12 to 18 months, the investment case strengthens considerably. Until that revenue materialises, the stock remains speculative.

The Investor’s Takeaway​

The bull case centres on defence tailwinds and BrainChip’s improved financial position. The company bolstered liquidity to US$31.7 million following an A$35 million placement, providing runway for commercialisation. Operating outflows narrowed to US$4.3 million for the quarter. With 61 patents protecting its neuromorphic technology, BrainChip holds defensible IP in a rapidly growing market.

The bear case remains equally compelling. Customer cash inflows totalled just US$0.4 million. The recent raise at A$0.175 represented a 10.3% discount, and shareholders have absorbed significant dilution. Competition from Intel, Qualcomm, and emerging rivals makes success far from guaranteed.

Our take: BrainChip is speculative, suited only for high-risk investors with a three-to-five-year horizon. At current levels, the stock may be pricing in execution risk that could prove overdone if the AKD1500 ramp delivers. Conservative investors should wait for meaningful revenue traction. The Q3 2026 production milestone is the key catalyst to watch.

“The company also secured an order from Nex Novus for medical sensing applications.”

This piece of information was not provided in the 4C. 🤔
“Neuro Blocks” may sound like something to do with neurology, but it could also just refer to neural networks in general.



“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.”

And I don’t see any reference to medical sensing on the Nex Novus / Neuromorphyx website either?


View attachment 94658 View attachment 94659


View attachment 94660

As suspected, the recent article 👆🏻 that claimed BrainChip “had secured an order from Nex Novus for medical sensing applications” was wrong:

There will be a live demo of the made-in-Croatia Neuromorphyx Vision NeuroNode at the BrainChip booth at Embedded World 2026 in Nürnberg (10—12 March).

“Experience the Vision NeuroNode™ tiny, compact and rugged form in-person! Featuring the AKD1500 neuromorphic co-processor from Brainchip Inc. pushing the boundaries of high-performance, low-latency, Spiking Neural Networks (SNN) for energy efficient edge AI.

POWER & COMPUTE EFFICIENCY < 300 mW while delivering 800 GOPS

ON-CHIP LOCAL MEMORY 1 MB
CLOCK FREQUENCY RANGE 5 – 400 MHz
SILICON PROCESS 22 nm FD-SOI CMOS digital logic
PACKAGE 7×7 mm MFCTFBGA169, 0.5 mm pitch

Find us at:
Hall 5 / Booth 5-213 (10 - 12 March 2026. Nuremberg, Germany)

NeuroNode™​

Deployment time - seconds.
Operational lifetime - years.
Scalability factor - unparalleled.

Rugged build.
Always-on sensing.
Energy-efficient processing.
Battery-powered operation.
Low-latency reactions.

The Vision NeuroNode™ is armed with an FPGA, a neuromorphic AI accelerator and an event-based neuromorphic vision sensor.
Our IP and architecture, allows up to multiple-years* of field operation on a single battery pack integrated in our compact 5x5x5cm IP67 case.

*Depending on scene activity and inference.

We offer solar panels and add-on battery packs as attachments that further prolong the operational life-time and extend capabilities.

  • Fast tracking, equivalent to >10.000 FPS
  • Extreme lightning conditions >120dB
  • Native power efficiency <10mW
Technology developed by Prophesee and Sony.
Skillfully engineered into compact modules by CenturyArks.
We offer a wide range of sensors and lenses to meet our client requirements depending on deployment location, terrain and field conditions.
HD 1280 x 720 Sony IMX636 / IMX646 (via CenturyArks)
VGA 640 x 512 Sony IMX 637 / 647 (via CenturyArks)
320 x 320 ultra low-power GENX320 (via Prophesee)
Explore sensor features in the Sensor options section →

[…]

NeuroHive™​

Vision, Audio, Radar, IMU are different NeuroNodes™ forming the hive mind network. Distributed intelligence, at the edge.

NeuroHive™ provides your team with the ability to gather mission critical intel from the field, live. Scalable and reliable.


Over-the-air SNN model switching.
Tracking target velocity and direction.
Fleet management.
Orchestrated systems.
External API triggers.
Integration to existing systems and comms.”



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itsol4605

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7für7

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Purchased an investment property in cairns a few months ago and was about to get some plans drawn up. Might put them on hold to buy a few more shares 😂

Hmm…. Topping up you say?

I will wait and see how deep we dive… I made the mistake the last few months because I thought we reached the bottom…

Season 4 No GIF
 
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Hmm…. Topping up you say?

I will wait and see how deep we dive… I made the mistake the last few months because I thought we reached the bottom…

Season 4 No GIF
Just keep on buying the dip 😂
 
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jrp173

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It depends how the KPI is structured.

It could be binary, basically 0% or 100%. If the hurdle wasn’t fully met, it records as 0% even if meaningful bookings were achieved.

For example, if the target was $9M and $8M was delivered, that could still show as 0% under an all-or-nothing structure. So 0% doesn’t necessarily mean zero bookings.


LongTermInvestor thank you for your reply.

But we know it's not binary, as it is clearly documented in the 2024 Annual Report how the Short Term Incentive Plan was constructed. If you refer to page 24 and 25 of the report, it says that (in 2025) Sean must achieve 80% of his target ($9M) in order to be paid 50% of his bonus.

So we know without doubt, that Sean did not achieve 80% of his target, otherwise he would have been paid.

The reason I said he has achieved 0%, is because in the 2024, BrainChip were happy to disclose that Sean only achieved 27% of his STI. This is on page 24 of the 2024 Annual Report. And in this years Annual Report, they have said the target percentage achieved is zero.

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LongTermInvestor thank you for your reply.

But we know it's not binary, as it is clearly documented in the 2024 Annual Report how the Short Term Incentive Plan was constructed If you refer to page 24 and 25 of the report. It says that (in 2025) Sean must achieve 80% of his target ($9M) in order to be paid 50% of his bonus.

So we know without doubt, that Sean did not achieve 80% of his target, otherwise he would have been paid.

The reason I said he has achieved 0%, is because in the 2024, BrainChip were happy to disclose that Sean only achieved 27% of his STI. This is on page 24 of the 2024 Annual Report. And in this years Annual Report, they have said the target percentage achieved is zero.

View attachment 95485
Sean couldn’t sell booze to an alcoholic and even if it was the last bottle in the world 😂
 
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DK6161

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Sean couldn’t sell booze to an alcoholic and even if it was the last bottle in the world 😂
But TECH said that Peter has his full support and that the Board will not touch him (as long as Pete is still involved in the company).
TECH and FF also said that we would be rich by now 😮‍💨
 
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But TECH said that Peter has his full support and that the Board will not touch him (as long as Pete is still involved in the company).
TECH and FF also said that we would be rich by now 😮‍💨
I wonder where we would be today if we never employed a trainee CEO 😁
 
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Bravo

Meow Meow 🐾
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