For those who missed the board meeting, here’s an important update:
In the past, BrainChip focused on pursuing large deals with major corporations—essentially targeting “big whale” contracts that promised substantial immediate revenue. However, this approach has faced challenges due to the slow decision-making processes typical of large enterprises. (That's what they said, my personal opinion is Brainchip couldn't offer enough features with old Akida)
The company has now shifted its strategy to focus on signing deals of all sizes, with an emphasis on faster execution. This new approach aligns with market demand, as many clients today are willing to pay quickly in order to get working solutions delivered without delay. This has already proven to be the right move, as seen with recent deals involving Onsor, Frontgrade Gaisler, and others.
With the integration of state space model use cases, BrainChip is well-positioned to see a significant uptick in deal volume this year. While individual deal values may be smaller, the ability to deliver repeatable solutions across a niche can generate strong cumulative returns.
Additionally, since many modern products already use state space models—often implicitly—combining them with Akida’s spiking neural network (SNN) and TENNS technology enables ultra-low power consumption. This gives BrainChip a major competitive edge and positions it to quickly dominate the edge AI and IoT device markets.
