TheDrooben
Pretty Pretty Pretty Pretty Good
Not much on the sell side this morning.......
BRN Discussion Ongoing
- Thread starter TechGirl
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Well, great… just fantastic… You (not you personally) complained about the wrinkled tablecloth, and now it looks like we can’t even afford one anymore… And that kid, still wet behind the ears, has his hands in his pockets like he’s at McDonald’s waiting for his meal… A DISASTER!!!!!
#embeddedworld2025 #edgeai #akida #innovation | BrainChip
#EmbeddedWorld2025 has been a dynamic and energizing experience for the BrainChip team. From the moment the doors opened, our booth in Hall 5-213 has been…www.linkedin.com
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HopalongPetrovski
I'm Spartacus!
Hi Pom and all.
I don't quite get the relevance of gesture recognition.
What are the practical applications that it addresses?
I can see that it may be a handy aid for deaf people that sign and perhaps in the vacuum of space where sound hasn't a medium to propagate within.
Is it something to do with the proposed Nintendo gaming system?
I am not familiar with it so may be missing something relevant there.
Appreciate it if anyone here can enlighten me.
Smoothsailing
Regular
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Smoothsailing
Regular
From Phil on hotcrapper
Valuing BrainChip’s IP as a standalone asset (assuming the company were sold purely as an IP play) requires assessing several factors, including:
Based on this, BrainChip’s IP value alone (excluding product revenue) could be conservatively estimated between $500M–$2B, depending on its market adoption and future licensing agreements.
United States dollars $$$ - not Australian.
Cheers. Phil
Valuing BrainChip’s IP as a standalone asset (assuming the company were sold purely as an IP play) requires assessing several factors, including:
- Patent Portfolio Strength & Breadth
- Commercial Viability & Licensing Potential
- Market Comparables (IP Sales & Acquisitions)
- Total Addressable Market (TAM) for Neuromorphic AI
1. BrainChip’s IP Portfolio Strength
BrainChip’s core IP is centered around:- AKIDA™ Neuromorphic Processor – A low-power AI accelerator using event-based processing.
- TENN (Temporal Event-based Neural Networks) – Optimized for always-on AI applications.
- AI Edge Processing Capabilities – Strong positioning in IoT, automotive, industrial, and consumer electronics.
2. Revenue Potential & Licensing Model
- BrainChip’s IP value is closely tied to its licensing revenue model.
- If a company like Qualcomm, Intel, or AMD licensed AKIDA/TENN, BrainChip could generate royalty streams per chip sold.
- Licensing deals typically range from 2–5% of the ASP (average selling price) of a chip.
- If BrainChip were to capture even 1% of the edge AI market, estimated at $80B by 2030, royalties could be in the range of $500M+ annually at scale.
3. Market Comparables – How Similar IP Deals Have Been Valued
Looking at previous semiconductor IP sales and acquisitions provides a benchmark:| Company / IP | Buyer | Valuation | Relevance |
|---|---|---|---|
| Arm Holdings (IP) | Nvidia (attempted) | $40B (deal failed) | Leading AI/CPU licensing model |
| Movidius (Edge AI) | Intel | $400M | AI edge processing IP |
| Habana Labs (AI) | Intel | $2B | Deep learning acceleration |
| MIPS (Processor IP) | Wave Computing | $65M | CPU IP licensing model |
| Ceva (DSP IP) | N/A (public) | ~$800M market cap | AI & signal processing licensing model |
4. Potential Buyers & Strategic Value
BrainChip’s IP would be most valuable to companies looking to dominate edge AI with ultra-low-power processing:- Qualcomm – To enhance Snapdragon/Dragonwing with neuromorphic capabilities.
- Intel – To complement its AI accelerator roadmap.
- NVIDIA – To strengthen edge AI efficiency alongside its GPU dominance.
- Apple – To enhance the Neural Engine in iPhones & Apple Silicon.
- Tesla / Automakers – For next-gen autonomous vehicle AI.
5. Estimated Pure IP Value Today
Based on market comparables, licensing potential, and strategic interest, BrainChip’s IP alone could be worth:- Low Case: ~$500M (limited licensing deals, slow adoption)
- Mid Case: ~$1B (steady licensing, first major integrations)
- High Case: ~$2B+ (if a major player like Qualcomm or NVIDIA commits to integration/licensing)
Conclusion
If BrainChip were sold today as a pure IP play, a fair valuation would likely fall in the $500M to $2B range, depending on market traction and licensing agreements. However, if a major semiconductor company commits to integrating AKIDA/TENN, the valuation could significantly increase, possibly pushing toward$3B+ in a strategic acquisition.United States dollars $$$ - not Australian.
Cheers. Phil
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but we will be inside everywhere according to the previous statement… YOU NEVER KNOOOOOWIt is banned in Italy ...
7für7
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Still wondering if we play a role in this game… 
„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.
The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“
group.mercedes-benz.com
„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.
The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“
KI-gestützte Konversationssuche innerhalb von Navigationssystemen | Mercedes-Benz Group
Mercedes-Benz und Google Cloud haben heute angekündigt, ihre strategische Partnerschaft auszubauen.
HopalongPetrovski
I'm Spartacus!
IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.Still wondering if we play a role in this game…
„January 13, 2025 – Mercedes-Benz and Google Cloud have announced an expansion of their strategic partnership. As part of this, the MBUX Virtual Assistant will receive new conversational capabilities enabled by Google Cloud’s new Automotive AI Agent.
The Automotive AI Agent from Google Cloud was developed with Gemini via Vertex AI and is specifically tailored to the automotive industry. It can access information from the Google Maps platform to provide users with detailed and personalized answers to questions about navigation, points of interest, and more.“
KI-gestützte Konversationssuche innerhalb von Navigationssystemen | Mercedes-Benz Group
Mercedes-Benz und Google Cloud haben heute angekündigt, ihre strategische Partnerschaft auszubauen.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
Investor Relations - BrainChip
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...
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Since Bravo has recently been using ChatGPT as a source more often, I thought I’d give it a try too… I should have just left it alone
The probability that Mercedes will equip its new CLA with BrainChip Skids depends on several factors:
1. Previous Collaboration: Mercedes has already used BrainChip in the Vision EQXX, showing that they are open to the technology.
2. Technological Need: If Mercedes requires particularly energy-efficient AI processing for the CLA, BrainChip could be an option.
3. MB.OS Strategy: Mercedes is developing its own operating system, MB.OS. If they prioritize larger partners like Nvidia or Qualcomm, this could reduce BrainChip’s chances.
4. Skid Technology: If BrainChip’s Skids offer meaningful applications for the CLA (e.g., advanced driver assistance or infotainment), the likelihood increases.
Assessment:
Without insider information, it’s difficult to determine an exact probability. However, based on these factors, I would estimate a moderate to low probability – perhaps 20-40%, unless new information emerges.
The probability that Mercedes will equip its new CLA with BrainChip Skids depends on several factors:
1. Previous Collaboration: Mercedes has already used BrainChip in the Vision EQXX, showing that they are open to the technology.
2. Technological Need: If Mercedes requires particularly energy-efficient AI processing for the CLA, BrainChip could be an option.
3. MB.OS Strategy: Mercedes is developing its own operating system, MB.OS. If they prioritize larger partners like Nvidia or Qualcomm, this could reduce BrainChip’s chances.
4. Skid Technology: If BrainChip’s Skids offer meaningful applications for the CLA (e.g., advanced driver assistance or infotainment), the likelihood increases.
Assessment:
Without insider information, it’s difficult to determine an exact probability. However, based on these factors, I would estimate a moderate to low probability – perhaps 20-40%, unless new information emerges.
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Yes I know that. I’m just curious, if we are involved, on wich form. And if they will mention us or we will just be part of them without further details.IR confirmed recently that we still have a commercial relationship with the marquee clients disclosed on the " Why Invest" section of the website.
Mercedes included as a major client.
If any of the marquee clients drop off that section of the website will be amended.
" Marquee brands include Mercedes, Valeo, Vorago, and NASA, and commercial IP licenses with Renesas and MegaChips. Commercial availability of semiconductor chips, IP, tools, and boards."
Investor Relations - BrainChip
BrainChip is the worldwide leader in edge AI on-chip processing and learning. The company’s first-to-market neuromorphic processor, AkidaTM, mimics the human brain to analyze only essential sensor inputs at the point of acquisition, processing data with unparalleled efficiency, precision, and...investors.brainchip.com
MDhere
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The other thing to note on this when Spencer Huang (Chief Revenue Officer) did the podcast in January 2025 with Steve Brightfield, it's very likely that the Qualcomm deal was already in play and being implemented as Qualcomm and Edge Impulse were very organised with new banners and lanyards to say the least for the upcoming event for March announcement.
On the 15 january 2025 podcast at the 16.30 min mark to 17:12 sums our our continued strong involvement which I a certain Spencer Huang would have known the Qualcomm deal.
16:28
all the these exciting new products and
16:30
Innovations yeah and and I want to thank
16:32
brain chip and the listeners you know um
16:34
I mentioned this earlier before there
16:36
was a a lot of this cool stuff maybe we
16:39
we talk about science fiction but with
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brain chip and what we're doing and
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we're pushing the boundaries and we're
16:45
we're making this science fiction into
16:47
reality and so we're making these
16:49
devices smarter one one one device at a
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time and really do appreciate kind of
16:54
Through The Years working and partnering
16:56
with you as we're starting to turn this
16:57
into a reality
16:59
well Spencer thank you very much from
17:01
brain chip for your continued support
17:03
and our collaboration and we look to do
17:05
a lot of exciting uh uh you know
17:08
demonstrations and uh product
17:10
realizations in 2025 absolutely thank
17:12
you everyone thank you
Hi Smooth,
That just puts into prospective what T......Fact Finder allegedly said that, he wouldn't sell Brainchip shares for anything less than
$40.00 a share (I assume that if that is actually what he said, he was referring to AUD).
That would value our company as a stand-alone operator at around 84 Billion AUD.
As a great Australian quote, from the movie many would remember..........."Tell him he's dreaming" !!!!!!
I do know of someone who once upon a time mentioned 10.5 Billion AUD would be fair value based on todays shares listed on market.
We ALL KNOW WE HAVE SOMETHING SPECIAL, but sadly the market is still catching up, being allegedly 3 plus years ahead has presented
our company with some major headwinds, it's never ever an easy gig being so far ahead of the general masses, but once the adoption
commences, we are really positioned at the top of the grid......let the race commence.
Regards...........Tech.
IR did not divulge that information. I guess it depends whether Mercedes want the 'future' now or later.
Yep, the market is catching up. One thing we know for sure is that we have had quite a few validation events since last Sept'24.
Traders in the main prefer Exponential moving averages (EMA's) rather than Simple moving averages because EMA's put more weight on recent events.
In our case we should be taking a leaf out of the EMA book and putting weight on the validation events since Sept'24.
Events prior to Sept'24 should be given little or no weight.
Not only is the market catching up but the future is starting to close in on us as well.
Smoothsailing
Regular
I have good feeling our lead of 3 years has its benefits altho it has been slow on the uptake it also has given us Lea way to create many more models in preparation for the masses which are now awakened to Neuromorphic compute ready for 2025/6 mass production.
Smoothsailing
Regular
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