BRN Discussion Ongoing

[DaBenjamins]

No one asked that’s why.

With the commentary regarding this last 5 months being the best period for lead generation in the companies history. Its a great story. I'd like to think this translates to the company has needed to put on new staff to cover the number of inbound queries, and not the other option which is replacing or backfilling staff who have left.

 

[mcm]

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?

 

[Bravo]

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?

No worries @mcm!

Here's Chatgpt's reponse.

Nanoveu has collaborated with Weebit Nano through its acquisition of Embedded AI Systems (EMASS).

In March 2025, Weebit Nano and EMASS announced a collaboration to integrate Weebit's Resistive RAM (ReRAM) technology into EMASS's ultra-low-power AI system-on-chip (SoC) at a 22nm process node. This integration aims to enhance energy efficiency, reduce power consumption, and enable instant system wake-up for AI-driven applications, thereby unlocking new capabilities in edge computing.

Nanoveu, having acquired EMASS, is directly involved in this collaboration. The combined solution of Weebit's ReRAM and EMASS's AI SoC is designed to deliver unprecedented performance and efficiency for smart edge-enabled devices.

This partnership was showcased at the Embedded World 2025 Conference & Exhibition, where a live demonstration highlighted the advantages of ReRAM-powered edge AI computing.

In summary, through its acquisition of EMASS, Nanoveu is actively collaborating with Weebit Nano to develop advanced, energy-efficient AI solutions for edge computing applications.


At this stage, Nanoveu is not yet a threatening competitor to BrainChip, but it is emerging as a potentially relevant player in the ultra-low-power edge AI space — especially with its acquisition of Embedded AI Systems (EMASS) and subsequent collaboration with Weebit Nano.

Here’s a breakdown of how they compare and whether Nanoveu poses a strategic threat to BrainChip:

---

Nanoveu vs BrainChip – Comparative Analysis​

Aspect	Nanoveu (via EMASS + Weebit)	BrainChip (Akida)
Core Technology	AI SoC integrating ultra-low power MCUs + Weebit ReRAM	Neuromorphic AI (event-based spiking neural networks)
Learning Capability	Inference-only (currently); no native on-chip learning	Supports on-chip learning and personalization
Memory Innovation	ReRAM – low-power, non-volatile, embedded memory	Internal memory for event-based processing
Power Efficiency	Extremely low due to ReRAM and architecture design	Among the lowest in market for intelligent compute
Commercial Readiness	Early-stage, proof-of-concept at Embedded World 2025	Commercially shipping (Akida 1000, Akida Pico)
Target Markets	Edge AI: Smart IoT, sensors, wearables	Broader: IoT, automotive, defense, robotics
AI Model Complexity	Likely limited to small-scale ML models (e.g. keyword spotting)	Handles more complex SNN and CNN pipelines
IP Maturity / Ecosystem	Very early development phase	Mature SDK, global patents, AI ecosystem partnerships

 

[mcm]

No worries @mcm!

Here's Chatgpt's reponse.

Nanoveu has collaborated with Weebit Nano through its acquisition of Embedded AI Systems (EMASS).

In March 2025, Weebit Nano and EMASS announced a collaboration to integrate Weebit's Resistive RAM (ReRAM) technology into EMASS's ultra-low-power AI system-on-chip (SoC) at a 22nm process node. This integration aims to enhance energy efficiency, reduce power consumption, and enable instant system wake-up for AI-driven applications, thereby unlocking new capabilities in edge computing.

Nanoveu, having acquired EMASS, is directly involved in this collaboration. The combined solution of Weebit's ReRAM and EMASS's AI SoC is designed to deliver unprecedented performance and efficiency for smart edge-enabled devices.

This partnership was showcased at the Embedded World 2025 Conference & Exhibition, where a live demonstration highlighted the advantages of ReRAM-powered edge AI computing.

In summary, through its acquisition of EMASS, Nanoveu is actively collaborating with Weebit Nano to develop advanced, energy-efficient AI solutions for edge computing applications.


At this stage, Nanoveu is not yet a threatening competitor to BrainChip, but it is emerging as a potentially relevant player in the ultra-low-power edge AI space — especially with its acquisition of Embedded AI Systems (EMASS) and subsequent collaboration with Weebit Nano.

Here’s a breakdown of how they compare and whether Nanoveu poses a strategic threat to BrainChip:

---

Nanoveu vs BrainChip – Comparative Analysis​

Aspect	Nanoveu (via EMASS + Weebit)	BrainChip (Akida)
Core Technology	AI SoC integrating ultra-low power MCUs + Weebit ReRAM	Neuromorphic AI (event-based spiking neural networks)
Learning Capability	Inference-only (currently); no native on-chip learning	Supports on-chip learning and personalization
Memory Innovation	ReRAM – low-power, non-volatile, embedded memory	Internal memory for event-based processing
Power Efficiency	Extremely low due to ReRAM and architecture design	Among the lowest in market for intelligent compute
Commercial Readiness	Early-stage, proof-of-concept at Embedded World 2025	Commercially shipping (Akida 1000, Akida Pico)
Target Markets	Edge AI: Smart IoT, sensors, wearables	Broader: IoT, automotive, defense, robotics
AI Model Complexity	Likely limited to small-scale ML models (e.g. keyword spotting)	Handles more complex SNN and CNN pipelines
IP Maturity / Ecosystem	Very early development phase	Mature SDK, global patents, AI ecosystem partnerships

Thanks so much Bravo!

Sure seems Akida is way more sophisticated however Nanovue might be competition for the simpler applications. I checked on their collaboration with Weebit ... it was a demo involving hand gestures recognition. See below excerpt from WBT recent quarterly report:

Live demonstration of ReRAM and edge AI at Embedded World

At the Embedded World Conference & Exhibition in Germany in March, Nanoveu’s (ASX: NVU) EMASS, a provider

of ultra-low-power AI computing, demonstrated their gesture recognition chip working with Weebit ReRAM.

The combination of Weebit ReRAM with EMASS’ ultra-low power AI system-on-a-chip (SoC), both at a 22nm

process node, enhances energy efficiency, reduces power consumption, and enables cost effective edge AI

 

[Jacob Kiraz]

Thanks so much Bravo!

Sure seems Akida is way more sophisticated however Nanovue might be competition for the simpler applications. I checked on their collaboration with Weebit ... it was a demo involving hand gestures recognition. See below excerpt from WBT recent quarterly report:

Live demonstration of ReRAM and edge AI at Embedded World

At the Embedded World Conference & Exhibition in Germany in March, Nanoveu’s (ASX: NVU) EMASS, a provider

of ultra-low-power AI computing, demonstrated their gesture recognition chip working with Weebit ReRAM.

The combination of Weebit ReRAM with EMASS’ ultra-low power AI system-on-a-chip (SoC), both at a 22nm

process node, enhances energy efficiency, reduces power consumption, and enables cost effective edge AI

I love this competition thread , We have no runs on the board until we get IP'S and Revenue

 

[Rskiff]

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 twnce it

When a top level executive puts there own $$ in, then it shows how confident they are with the company's outlook. I only wish our top brass showed the same confidence by doing the same. Imagine what message that would send and I bet the share price wouldn't be this low now. imo

 

[supersonic001]

@supersonic001 The 9 mil bookings was in their sights this year. I raised the question on royalties coming in this year and that's when they said the wish washy response but I didn't inc chip sales in my question. The 9 mi bookings is something that I feel is on the cards before end of 2025.

That was my take.

Has good chats with the board on a general level and the roadmap was pleasing to see.

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 !

 

[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.