BRN Discussion Ongoing

[supersonic001]

I had to leave post FF play and advice on handling ASX as entity, but i didn't hear any mention of Megachips before i ejected.....?

Did anyone get any feedback on line of sight with these guys ?

thx in advance

 

[HopalongPetrovski]

BrainChip slideshow from Semiconductor Conference today hosted by Bell Potter.
Sean presented much better today.
Also interesting segments from WBT, 4DS, NVU amongst others.

 

[mcm]

BrainChip slideshow from Semiconductor Conference today hosted by Bell Potter.
Sean presented much better today.
Also interesting segments from WBT, 4DS, NVU amongst others.

Great to hear Sean presented better. Can I please ask what you thought of the NVU presentation and its CEO Mark Goranson? When I look at his CV I kinda wish he was hired by BRN.

 

[manny100]

Hi Bravo,
We can probably achieve the same thing as Uni of Texas, and probably quicker.
Just reduce our 28nm chip to 2 or 3nm.
It would raise costs considerably because of the process, but they will have the same costs.
We can already do the rest, as has been proved by Bascom Hunter.
When you look at what we can do, they are wasting their time.

Pico runs off TENNs which is type of state space model (SSMs).
Now that we can convert transformers to SSMs we may be able to greatly expand Pico or a Pico plus use cases.

 

[HopalongPetrovski]

Great to hear Sean presented better. Can I please ask what you thought of the NVU presentation and its CEO Mark Goranson? When I look at his CV I kinda wish he was hired by BRN.

Yes, very good presentation and MG exudes experience, very down home on the farm style and, a bit like Lou, lured out of retirement for the gig.
I was impressed. They are also targeting the same market as us but perhaps using more contemporary tech, if I've understood them correctly.
Having onboarded Emass and it's founder Dr. Mohamed Ali they seem to be in a hurry and are now also working with WBT.
I think BrainChip probably has the more advanced neuromorphic tech, but Nanoveu may steal some of our thunder over the next few years with their SOC, but think they are more focused on analogue?
Definitely worth some more investigation I think.
Have attached their slideshow from today here as well.
Perhaps @Diogonese may want to compare their parameters and provide his view?

 

[mcm]

Yes, very good presentation and MG exudes experience, very down home on the farm style and, a bit like Lou, lured out of retirement for the gig.
I was impressed. They are also targeting the same market as us but perhaps using more contemporary tech, if I've understood them correctly.
Having onboarded Emass and it's founder Dr. Mohamed Ali they seem to be in a hurry and are now also working with WBT.
I think BrainChip probably has the more advanced neuromorphic tech, but Nanoveu may steal some of our thunder over the next few years with their SOC, but think they are more focused on analogue?
Definitely worth some more investigation I think.
Have attached their slideshow from today here as well.
Perhaps @Diogonese may want to compare their parameters and provide his view?

Much obliged Hoppy ... and yes, I too would be interested to see Diogonese's thoughts on the parameters.

 

[Deadpool]

Hi @Deadpool,

Both the Air Force's prospective chip and the Akida Pico prioritize low power consumption to extend operational time in small drones.

Whereas Pico is tailored for applications like speech, audio processing and vital sign monitoring, the Air Force's chip is expected to handle more complex tasks such as autonomous navigation and real-time decision-making in dynamic environments, as well as being teeny-weeny!

The Air Force's chip is still in the research and development phase, so whether it ever succeeds in becoming a commercially available solution remains to be seen.

Obviously Pico is commercially available and can be integrated into various devices, including these drones hopefully, if the "grain-of-rice-sized" chip fails for whever reason, I suppose?

Hi Bravo, from a real estate perspective, couldn’t some smart cookie just stack 100 Akida Picos into the space of a single grain of rice?

• One Pico = 0.12 mm²
• Medium grain of rice ≈ 6 mm × 2 mm = 12 mm²
• 12 ÷ 0.12 = 100 Picos

Boom. That’s 100 brains in a grain.

Simples.

 

[Diogenese]

Hi Bravo, from a real estate perspective, couldn’t some smart cookie just stack 100 Akida Picos into the space of a single grain of rice?

• One Pico = 0.12 mm²
• Medium grain of rice ≈ 6 mm × 2 mm = 12 mm²
• 12 ÷ 0.12 = 100 Picos

Boom. That’s 100 brains in a grain.

Simples.

You got the wiring diagram for that?

 

[Jumpchooks]

You got the wiring diagram for that?

 

[Bravo]

You got the wiring diagram for that?

 

[MDhere]

I had to leave post FF play and advice on handling ASX as entity, but i didn't hear any mention of Megachips before i ejected.....?

Did anyone get any feedback on line of sight with these guys ?

thx in advance

Megachips still in play. If anything comes out of ninento its likely nintento will want to be keep nda like and so we will have a please explain in income and if we see the gaming word well we "could" link it to ninento if you like to. So it seems that income will and might also be sealed with ndas. Frustrating aa it is, I would certainly just like to see reasonable "secret income" im running out of shampoo. Lol

 

[Slymeat]

As a matter of interest ... does anyone know anything about Nanoveu?

Looking at their presentation released today it sure seems to be competition for Akida

https://wcsecure.weblink.com.au/pdf/NVU/02944061.pdf

The following was posted on the crapper this morning. NVU certainly managed to secure the services of a top level CEO ... who also put in $350,000 to participate in the company's recent CR.

"Mark Goranson's CV is extraordinary. Just look at the MC's of the companies he held senior positions with prior to accepting the CEO position at NVU ... huge!

o TE Connectivity (NYSE: US$46.17B Market Cap1): Most recently, Mark served as Vice President of Global Operations for the Sensors Division, managing worldwide sensor operations of wafer fab, silicon foundry and assembly test operations producing a multitude of different sensor technologies and semiconductor sense elements.
o ON Semiconductor (NASDAQ: US$23.21B Market Cap2): Senior Vice President of Global Operations, where he managed worldwide wafer fab, silicon foundry and assembly test operations for producing analog mixed signal ASICs, discretes and numerous other semiconductors.
o Freescale Semiconductor (NYSE: US$11.37B Market Cap3): As Vice President of Fab Operations, Mark directed operations across six facilities worldwide, leading 4,800 team members in production of analog, microprocessors, microcontrollers, and semiconductors
o Intel Corporation (NASDAQ: US$89.84B Market Cap4): Mark previously held numerous roles at Intel over a period of 18-years, where he built state-of-the-art wafer fabrication and assembly/test facilities across the globe which allowed Intel to meet soaring global demand.

The fact Mark chose to head-up NVU with it's tiny MC of only around $27M (and that's AUD not USD) and even throw in $350,000 of his own money to buy shares in the recent CR is all I need to know that he very much likes what he sees in Emass and that there is only one way for the SP to go from here! What do they say? ... follow the smart money! Anyone hoping to buy NVU cheaper going forward might end up being extremely disappointed."

Hey Bravo ... could you perhaps ask Chat GPT for an analysis between the two?

And they’ve partnered with Weebit Nano. If only someone would have told BrainChip about Weebit Nano about 2 years ago. Oh that’s right, I did!

 

[HopalongPetrovski]

And they’ve partnered with Weebit Nano. If only someone would have told BrainChip about Weebit Nano about 2 years ago. Oh that’s right, I did!

Coby recently said he had some interaction with BrainChip, so they are aware of each other.

 

[Frangipani]

Each and every time I have raised the question, "Name another company who has really succeeded at the edge or far edge"
it's always been deafly silence, going back to the days when I used to engage with crybabies on HC.

Hi @TECH,

I don’t know how you define “has really succeeded at the edge or far edge”, but there are definitely other players targeting the Edge AI market today that are already making money such as Blaize, Hailo or MemryX. They may not be neuromorphic, but they are undoubtedly competing with us for a share in the market. Some of them even have big-money strategic investors that believe in their future potential.

Unsurprisingly, they are also partnered with some of our partners:

DeGirum - Partners

www.degirum.com

Cupcake AI Server

(deutsch) Unigen's Cupcake Edge AI Server offers a robust solution for Machine Learning and AI Inference tasks, all within a compact and durable design. It features an optimal mix of I/O interfaces and expansion options, enabling it to capture and process video along with various signal types...

buyzero.de

This German website sells both the Hailo and Blaize configurations of the Unigen Cupcake Edge AI Server:

As far as we know, there is still no Unigen Cupcake Edge AI Server with an Akida configuration on the market - almost 1.5 years after it was announced (https://unigen.com/brainchip-and-unigen-jointly-launch-an-edge-ai-server-for-complex-applications/) and more than a year after @BrainShit had found a reference to Akida as an AI Option in a February 2024 version of a Cupcake user guide (https://unigen.com/wp-content/uploads/2024/02/Cupcake-User-Guide-Ver-1.0.pdf). Surely, we would get a LinkedIn or X post once that happens…

Now that Akida is available on an M.2 factor, things will hopefully speed up:

---

Just some recent news articles to prove my point that there are other companies that can be considered “successful” players in the Edge AI market:

https://ir.blaize.com/news-releases/news-release-details/cbist-selects-blaize-power-its-2025-smart-city-development?mobile=1

Industry-Leading AI Security at ISC West 2025 | Hailo Processors

Read how low-power embedded AI systems power next-generation surveillance. Hailo’s advanced processors redefine industry-leading AI security.

hailo.ai

MemryX Raises $44 Million in Series B Funding for Advanced Edge AI Computing

/PRNewswire/ -- MemryX, a provider of industry leading Edge AI semiconductor solutions, announced today it has raised $44 million in Series B funding. The...

www.prnewswire.com

2025 Edge AI and Vision Product of the Year Award Winner Showcase: MemryX (Edge AI Computers or Boards) - Edge AI and Vision Alliance

MemryX’s MX3 M.2 AI Accelerator Module has been awarded the 2025 Edge AI and Vision Product of the Year Award in the Edge AI Computers and Boards category. The MemryX MX3 M.2 AI Accelerator delivers AI model-based computer vision processing with ultra-low power consumption averaging under 3W...

www.edge-ai-vision.com

NEOM Investment Fund partners with MemryX

NEOM Investment Fund (NIF), the investment arm of NEOM, has announced a strategic investment in MemryX, a US-based leader in Edge AI semiconductor solutions. The partnership will accelerate the development and deployment of next-generation, energy-efficient edge AI accelerators which are...

www.neom.com

By the way, there’s a familiar face working for MemryX these days: Chris Stevens, our former VP WW Sales.

 

[TECH]

Good evening from Kiwi,

This has probably already been cleared up during the day, but anyway......

The talk about USD or AUD with regards Seans RSU's etc..... our figures are always in USD, for example, the USAFL contract for
1.8 million was clearly in USD, that's how we trade, happy for Ken to correct me, but it's pretty black or white from where I sit.

The only time we don't is when we have raised funds through LDA Capital, which has/is always quoted in AUD, maybe, just maybe
in Lou's day it was in USD, but I can't be bothered double checking!

Serg explained it very clearly this morning, but we definitely report in USD.

Happy to be proven wrong...Tech.

 

[TECH]

Hi @TECH,

I don’t know how you define “has really succeeded at the edge or far edge”, but there are definitely other players targeting the Edge AI market today that are already making money such as Blaize, Hailo or MemryX. They may not be neuromorphic, but they are undoubtedly competing with us for a share in the market. Some of them even have big-money strategic investors that believe in their future potential.

Unsurprisingly, they are also partnered with some of our partners:

DeGirum - Partners

www.degirum.com

View attachment 83969

Cupcake AI Server

(deutsch) Unigen's Cupcake Edge AI Server offers a robust solution for Machine Learning and AI Inference tasks, all within a compact and durable design. It features an optimal mix of I/O interfaces and expansion options, enabling it to capture and process video along with various signal types...

buyzero.de

This German website sells both the Hailo and Blaize configurations of the Unigen Cupcake Edge AI Server:


View attachment 83970

View attachment 83971

As far as we know, there is still no Unigen Cupcake Edge AI Server with an Akida configuration on the market - almost 1.5 years after it was announced (https://unigen.com/brainchip-and-unigen-jointly-launch-an-edge-ai-server-for-complex-applications/) and more than a year after @BrainShit had found a reference to Akida as an AI Option in a February 2024 version of a Cupcake user guide (https://unigen.com/wp-content/uploads/2024/02/Cupcake-User-Guide-Ver-1.0.pdf). Surely, we would get a LinkedIn or X post once that happens…

Now that Akida is available on an M.2 factor, things will hopefully speed up:

View attachment 83975

---

Just some recent news articles to prove my point that there are other companies that can be considered “successful” players in the Edge AI market:

https://ir.blaize.com/news-releases/news-release-details/cbist-selects-blaize-power-its-2025-smart-city-development?mobile=1

View attachment 83964

Industry-Leading AI Security at ISC West 2025 | Hailo Processors

Read how low-power embedded AI systems power next-generation surveillance. Hailo’s advanced processors redefine industry-leading AI security.

hailo.ai

View attachment 83965

MemryX Raises $44 Million in Series B Funding for Advanced Edge AI Computing

/PRNewswire/ -- MemryX, a provider of industry leading Edge AI semiconductor solutions, announced today it has raised $44 million in Series B funding. The...

www.prnewswire.com

View attachment 83967

2025 Edge AI and Vision Product of the Year Award Winner Showcase: MemryX (Edge AI Computers or Boards) - Edge AI and Vision Alliance

MemryX’s MX3 M.2 AI Accelerator Module has been awarded the 2025 Edge AI and Vision Product of the Year Award in the Edge AI Computers and Boards category. The MemryX MX3 M.2 AI Accelerator delivers AI model-based computer vision processing with ultra-low power consumption averaging under 3W...

www.edge-ai-vision.com

View attachment 83962

NEOM Investment Fund partners with MemryX

NEOM Investment Fund (NIF), the investment arm of NEOM, has announced a strategic investment in MemryX, a US-based leader in Edge AI semiconductor solutions. The partnership will accelerate the development and deployment of next-generation, energy-efficient edge AI accelerators which are...

www.neom.com

View attachment 83963


By the way, there’s a familiar face working for MemryX these days: Chris Stevens, our former VP WW Sales.

View attachment 83966

Love your research, it's always detailed and top notch...great to see some named competition, thanks Frangi x

 

[Pom down under]

BrainChip slideshow from Semiconductor Conference today hosted by Bell Potter.
Sean presented much better today.
Also interesting segments from WBT, 4DS, NVU amongst others.

Starting to see big improvements across the board, just wish it was the same with income

 

[CHIPS]

Looks like we have some more competition on the horizon...3 years away though, so time is on our side.

US Air Force wants to develop smarter mini-drones powered by brain-inspired AI chips​

Published 14 hours ago
Plans are underway to create new AI-powered drones that can fly for much longer than current designs.

Although neuromorphic computing was first proposed by scientist Carver Mead in the late 1980s, it is a field of computer design theory that is still in development.

Scientists are developing an artificial intelligence (AI) chip the size of a grain of rice that can mimic human brains — and they plan to use it in miniature drones.

Although AI can automate monotonous functions, it is resource-intensive and requires large amounts of energy to operate. Drones also require energy for propulsion, navigation, sensing, stabilization and communication.

Larger drones can better compensate for AI's energy demands by using an engine, but smaller drones rely on battery power — meaning AI energy demands can reduce flying time from 45 minutes to just four.
But this may not be a problem forever., Suin Yi and his team at the University of Texas have been awarded funding by the 2025 Air Force Office of Scientific Research Young Investigator Program (part of the Air Force Office of Scientific Research) to develop an energy-efficient AI for drones. Their goal is to build a chip the size of a grain of rice with various AI capabilities — including autonomous piloting and object recognition — within three years.

AI-powered miniature drones​

To build a more energy-efficient AI chip, the scientists propose using conducting polymer thin films. These are (so far) an underused aspect of neuromorphic computing; this is a computer system that mimics the brain’s structure to enable highly efficient information processing.

The researchers intend to replicate how neurons learn and make decisions, thereby saving energy by only being used when required, similar to how a human brain uses different parts for different functions.
Although neuromorphic computing was first proposed by scientist Carver Mead in the late 1980s, it is a field of computer design theory that is still in development. In 2024, Intel unveiled their Hala Point neuromorphic computer, which is powered by more than 1,000 new AI chips and performs 50 times faster than conventional computing systems.

Meanwhile, the Joint Artificial Intelligence Center develops AI software and neuromorphic hardware. Their particular focus is on developing systems for sharing all sensor information with every member of a network of neuromorphic-enabled units. This technology could allow for greater situational awareness, with applications so far including headsets and robotics.
Using technology developed through this research, drones could become more intelligent by integrating conducting polymer material systems that can function like neurons in a brain.
If Yi’s research project is successful, miniature drones could become increasingly intelligent. An AI system using neuromorphic computing could allow smaller and smarter automated drones to be developed to provide remote monitoring in confined locations, with a much longer flying time.

US Air Force wants to develop smarter mini-drones powered by brain-inspired AI chips

Plans are underway to create new AI-powered drones that can fly for much longer than current designs.

www.livescience.com

Well ... we have PICO!

 

[Motty]

Interesting @IloveLamp.

By the way, I thought it was likely to have been Intel that Sean was referring to as being the multinational company that was considering licensing Akida but had to pull back due to various factors, including challenges and market conditions in the last 12 months, such as its stock falling 60%.

It's the 60% that caught my ear, since Intel's stock did indeed experience a significant decline in 2024, dropping approximately 60% over the course of the year. Just a mere coincidence? Methinks not.

thx @MDhere yep understood, think we're on same page, i'm merely aiming to clearly distinguish between "bookings" and ultimate revenue/royalties (same same i would think)

Yes $9mil booking/pre-commit was clearly this year as stated .... ! got it !

What's interesting is how this is linked to Sean's bonus/whatever incentive you call it, and how this is pro rata'd based on partial $9m, or totally zero bookings this year, and further, is it linked to a delvierable date for incoming revenue, again pro rata based on 26', 27' or.......

SSC Out !

SS. I recall Antinio saying no bonus until 7.2 mil hit then it scales up.

 

[Fullmoonfever]

Starting to see big improvements across the board, just wish it was the same with income

View attachment 83980

Idea for ya Pom