BRN Discussion Ongoing

HopalongPetrovski

I'm Spartacus!
So no one willing to comment on the latest podcast or is it that bad?
I thought it pretty optimistic and Ming Chih from Chelpis Quantum Corp was praising BrainChip for all the virtues we traditionally attribute to ourselves.
ie power efficiency, and the rest of swap, the security of processing at the edge eliminating both the lag and potential interception of sensitive data, and of course, our inbuilt ability of inference.
I also think he's impressed by our value and ability to be sourced as IP.
The plan to make a universal robotic platform where 60% of the basic substructure can be provided leaving the balance to be tailored to the particular devices task requirements, incorporating Akida, makes sense to me.
Why go to the trouble of completely redesigning every component of a robot when you can purchase the basic subunit "off the shelf" as a standardised platform, should save a lot of time, money and energy.
If we can be in a standardised platform used throughout Taiwan initially, and then perhaps Japan, and then perhaps picked up by USA, we would be well on our way.
I did find it helpful to use the closed captioning service on Youtube as Ming's accent can be a little difficult to understand at times.
Whilst not a perfect translation it was helpful addition to follow along.
I think Cyber security will be very big for us and hopefully we can get some commercial traction soon.
 
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Baneino

Regular
So no one willing to comment on the latest podcast or is it that bad?
Sorry I don't have time to comment on it myself but I think Chat GPT's comments are great and to the point.

Sean Hehir - CEO of BrainChip

Ming Chih - CEO of **Chelpis Quantum Corp.**



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🔍 Main topics & insights

1. strategic collaboration

BrainChip's Akida chip will be integrated into Chelpis' SoC (System-on-Chip), especially for edge AI security.

Ming Chih emphasizes: "The ability to add Edge AI security capabilities ... is paramount" .


2. technology synergy

Akida delivers powerful, energy-saving neural processing capability at the edge.

Chelpis sees this as the ideal complement to its industrial robotics platforms.


3. market focus

The target markets are robotic safety systems in industry, where edge AI is becoming increasingly important.

The partnership aims to achieve faster product launches and competitive advantages.


4. future prospects

Both companies are planning close cooperation on integration, development and pilot projects.

The podcast gives an outlook on upcoming technical updates and pilot launches.



---

✅ Conclusion

The podcast - Episode 38 - is a strategic look at a promising technological alliance. BrainChip and Chelpis are combining their strengths to lead the way in edge AI-driven security for industrial applications. For anyone interested in neuromorphic AI, edge computing or robot safety, this episode is well worth a listen!
 
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Ming chih, is so hard to understand. Maybe akida can help him one day. ;)
From a BrainChip (BRN) investor's perspective, the podcast featuring Sean Hehir, CEO of BrainChip, and Ming Chih, CEO of Chelpis Quantum Corp., provides several key insights relevant to investment considerations:

1. Strategic Collaboration and Market Positioning:
BrainChip has entered a significant collaboration with Chelpis Quantum Corp. to integrate BrainChip’s Akida™ AKD1000 neuromorphic chips into Chelpis’s next-generation cryptographic security solutions. This partnership aims to develop an advanced system-on-chip (SoC) that combines RISC-V architecture, post-quantum cryptography (PQC), and Edge AI, targeting high-value sectors such as industrial automation, robotics, and cybersecurity. This aligns BrainChip with cutting-edge innovation in AI and security, potentially expanding its market reach and technological leadership

.

2. Focus on Edge AI and Low-Power Solutions:
The collaboration emphasizes low-power AI acceleration, which is crucial for sustainable and efficient industrial applications. Taiwan’s government support for semiconductor innovation and energy-efficient AI solutions highlights a favorable environment for BrainChip’s technology adoption. The Akida chip’s low power consumption and cost-effectiveness are resonating well in markets like Japan and Taiwan, indicating strong commercial potential

.

3. Addressing Real-World Challenges:
Chelpis is leveraging BrainChip’s technology to address labor shortages in manufacturing through autonomous robotics capable of secure communication and remote control in high-risk environments such as semiconductor factories and smart warehouses. This practical application demonstrates the tangible value proposition of BrainChip’s AI solutions in critical industrial sectors

.

4. Taiwan’s Semiconductor and AI Ecosystem:
Taiwan’s leadership in semiconductor foundry and chip design, supported by substantial government investment, provides a robust ecosystem for BrainChip’s growth. The focus on sovereign data security, long-term data protection using PQC, and green AI initiatives aligns with global trends and regulatory demands, enhancing BrainChip’s strategic positioning in Asia and beyond

.

5. Future Growth and Innovation Potential:
The discussion reveals plans to standardize robotic platforms to accelerate development and market entry for AI-powered robotics, which could broaden BrainChip’s addressable market. Additionally, the integration of AI models for autonomous drones and robotic systems indicates ongoing innovation and expansion opportunities

.

6. Investor Communication and Market Sentiment:
Separately, BrainChip has shifted from in-person retail investor briefings in Australia to virtual webcasts to ensure equal access for its broad investor base, reflecting a commitment to transparent and inclusive communication. The company acknowledges market challenges but remains confident in its accelerating engagement with customers in high-growth sectors

.

Summary for BRN Investors:

  • BrainChip is advancing its technology through strategic partnerships, notably with Chelpis Quantum Corp., to develop sophisticated AI and cybersecurity SoCs.
  • The focus on low-power, edge AI solutions positions BrainChip well in energy-conscious and security-sensitive markets.
  • Taiwan’s supportive innovation ecosystem and government backing enhance growth prospects.
  • Real-world applications in robotics and industrial automation validate the commercial viability of BrainChip’s offerings.
  • The company maintains proactive investor relations and recognizes the competitive urgency in AI acceleration markets.
Overall, the podcast underscores BrainChip’s strong technological foundation, strategic collaborations, and alignment with emerging market trends, which are positive indicators for investors considering BRN’s future potential

.
 
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Guzzi62

Regular
Just a recap from April:

BrainChip Collaborates with Chelpis-Mirle on Security Solution

Laguna Hills, Calif. – April 28th, 2025 – 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 that Chelpis Quantum Corp. has selected its Akida AKD1000 chips to serve as the processor for built-in post-quantum cryptographic security. Chelpis, a chip company leading the Quantum Safe Migration ecosystem in Taiwan, is developing an M.2 card using the AKD1000 that can be inserted into targeted products to support their cryptographic security solutions. The M.2 card is based on a design from BrainChip along with an agreement to purchase a significant number of AKD1000 chips for qualification and deployment. Upon completion of this phase, Chelpis is planning to increase its commitment with additional orders for the AKD1000.

This agreement is the first step in a collaboration that is exploring the development of an AI-PQC robotic chip designed to fulfill both next-generation security and AI computing requirements. This project is a joint development effort with Chelpis partner company Mirle (2464.TW) and has been formally submitted for consideration under Taiwan’s chip innovation program. The funding aims to promote a new system-on-chip (SoC) integrating RISC-V, PQC, and NPU technologies. This SoC will specifically support manufacturing markets that emphasize a Made-in-USA strategy. Mirle plans to build autonomous quadruped robotics that mimic the movement of four-legged animals for industrial/factory environments. To enable this vision, Chelpis is exploring BrainChip’s advanced Akida™ IP to incorporate advanced visual GenAI capabilities in the proposed SoC design.

“The ability to add Edge AI security capabilities to our industrial robotics project that provides the low power data processing required is paramount to successfully achieving market validation in the robotics sector,” said Ming Chih, CEO of Chelpis. “We believe that BrainChip’s Akida is just the solution that we further need to bring our SoC to fruition. Their event-based processing and advanced models serve as a strong foundation for developing a platform for manufacturing customers looking to leverage advanced robotics in their facilities.”

“Akida’s ability to efficiently provide cyber-security acceleration with energy efficiency can help secure autonomous robotic devices,” said Sean Hehir, CEO of BrainChip.

“Akida’s innovative approach to supporting LLMs and GenAI algorithms could serve as a key contributor to Chelpis as they pursue government funding to develop their SoC and advance their industrial robotic initiatives.”

 
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BrainShit

Regular

The Renesas RA8P1 does not use neuromorphic technology in the sense of spiking neural networks (SNN) or neuromorphic chips. Instead, the RA8P1 is based on a classic digital approach to AI acceleration... because it's using a dedicated Neural Processing Unit (NPU)—specifically, the Arm Ethos-U55 NPU.

The Ethos-U55 is designed specifically to accelerate common machine learning operations such as those found in convolutional and recurrent neural networks, providing significant energy efficiency and performance improvements for ML inference in area- and power-constrained environments.

And yes, it uses also an Arm Cortex-M85 processor with Helium MVE.

Renesas' documentation and product descriptions explicitly mention AI performance, NPU, and classic AI models, but not neuromorphic approaches such as those used by BrainChip (Akida) or other SNN-based systems.

 
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IloveLamp

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7für7

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When the BRN management ask me what I am doing all the time on the ASX website


 
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AARONASX

Holding onto what I've got
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FJ-215

Regular
More like waiting for Godot.
 
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I am a bit annoyed still no patent Ann at least...wtf....it's getting enough now to almost make me lean to the Darkside with the BRN downers :LOL:

Ol' Antonio using the Force on Anns still and maybe in other ways.....??

OfD1751505263.png
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
boring-bore.gif
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!

Bravo's BrainChip Community Update: Still No Announcement… But Here's 300 Words That Sound REALLY IMPORTANT


Fellow Aki-dakians, Neuromorphic Noobs, and Edge Enthusiasts,

We interrupt this regularly scheduled period of complete and utter boredom to bring you… another non-update.

Yes, the ASX remains tragically announcement-free. But don’t be fooled - beneath this tranquil facade lies a veritable cacophony of untethered synaptic activity. Somewhere, deep within a bunker protected by quantum-hardened encryption and at least one espresso machine, a team of engineers is currently adjusting a spiking temporal module and running recursive TENN topologies through a pseudo-stochastic inference grid.

What does it all mean?

Nothing.
We still can’t tell you.
NDAs thicker than a plank of prettified wood.

However, rest assured that at this very moment:
  • An ultra low-power Akida SoC is classifying dust particles using event-based micro-Doppler signatures.
  • Someone, hopefully one of our staff members, is feeding radar chirps into a latency-pruned, TENNs-optimized, biologically plausible digitally anodised, neuronal array to connect onto some poor unsuspecting person's cortical column.
  • And a squirrel may or may not be running a keyword detection model on a single microwatt run off a truss tomato.
Meanwhile, corporate remains in a hyper-inference pre-commercialization phase of the prove-it-silently-then-scale-it-later pipeline (patent pending).

So, the news is - there is still no news - not a brass razoo's worth of it to be found anywhere.

But oh, the potential theoretical news that could one day emerge! It gives me tingles up and down my axon hillock just thinking about it!

Stay strong. Stay speculative.

And remember: in the world of edge AI,
"Sometimes the quietest chips make the loudest impact."


Yours in low-power optimism,
Bravo on behalf of the powers that be.
 
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Rach2512

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I am a bit annoyed still no patent Ann at least...wtf....it's getting enough now to almost make me lean to the Darkside with the BRN downers :LOL:

Ol' Antonio using the Force on Anns still and maybe in other ways.....??

View attachment 87954
Give them some slack they are probably really busy finalising multiple deals as we speak

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Bravo

If ARM was an arm, BRN would be its biceps💪!
Raytheon's in the money!💰💰💰

Another juicy defense contract - this time for next-gen GPS receivers. I wonder if our technology could be helpful in this type of GPS-integrated defense system???

It wouldn't replace or power the GPS receiver itself but, presumably it could process the data the GPS module helps generate, or help improve situational awareness or navigation in GPS-denied/jammed environments. For example, a drone that loses GPS due to jamming could rely on Akida to interpret IMU or radar signals for continued navigation.

GPS is typically embedded into broader systems like missiles, UAVs, guided vehicles that also use radar and motion sensing. Receivers are often embedded into handheld soldier equipment, loitering munitions, recon UAVs and satellites & rovers. All of these platforms are size, weight, and power-constrained (SWaP).

Let’s be honest - if Raytheon’s got a cool $77 million lying around, surely they can spare a few bucks for another one of our licenses. 😝



Screenshot 2025-07-03 at 12.45.08 pm.png



Raytheon secures $77 million DoD contract for GPS receivers​

investing-new.png

EditorLuke Juricic
Stock Markets
Published 03/07/2025, 07:24 am


Raytheon secures $77 million DoD contract for GPS receivers.

https://au.investing.com/equities/united-tech
Investing.com -- Raytheon (NYSE:RTN) Co. has been awarded a $77,204,209 requirements contract by the U.S. Department of Defense for Miniaturized Airborne Global Positioning System Receiver (MAGR) production and sustainment.
The contract covers repairs, production, sustainment, and engineering services for the MAGR-2K and 2K-M receivers. Work will be performed at Raytheon facilities in El Segundo, California, and Huntsville, Alabama.
The project is scheduled to be completed by June 30, 2031. The contract also includes provisions for potential Foreign Military Sales to various partner nations in the future.
The Air Force Life Cycle Management Center at Robins Air Force Base, Georgia, is managing the contract, which was awarded as a sole-source acquisition. No funds will be obligated at the time of the award.
The contract number is FA8576-25-D-0002.
 
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Bravo

If ARM was an arm, BRN would be its biceps💪!
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7für7

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Give them some slack they are probably really busy finalising multiple deals as we speak

View attachment 87962


🎭 “Something’s Coming” – The BrainChip Musical (Investor’s Cut) 🎭

Tony: (spotlight on, hopeful gaze)
🎶 Could be… who knows?
There’s something due… any day now!
It could cannonball from the sky…
Or maybe just… quietly die? 🎶

Investor Choir: (soft jazz hands, mild despair)

🎵 We’ve been waiting here,
Since the LinkedIn post appeared…
Tony teased a dream,
But the chart’s still flat, we fear… 🎵

IR Team: (whispering backstage)
“Shhh! Not material… not just yet…
Patience, folks… no need to fret…”

Tony: (arms wide, dramatic pause)
🎶 Could it be? Yes it could!
Something’s coming… if it would…
We should stay… tuned…
To absolutely… nothing new. 🎶
 
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MDhere

Top 20
🎭 “Something’s Coming” – The BrainChip Musical (Investor’s Cut) 🎭

Tony: (spotlight on, hopeful gaze)
🎶 Could be… who knows?
There’s something due… any day now!
It could cannonball from the sky…
Or maybe just… quietly die? 🎶

Investor Choir: (soft jazz hands, mild despair)

🎵 We’ve been waiting here,
Since the LinkedIn post appeared…
Tony teased a dream,
But the chart’s still flat, we fear… 🎵

IR Team: (whispering backstage)
“Shhh! Not material… not just yet…
Patience, folks… no need to fret…”

Tony: (arms wide, dramatic pause)
🎶 Could it be? Yes it could!
Something’s coming… if it would…
We should stay… tuned…
To absolutely… nothing new. 🎶
west side story love it
 
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7für7

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MDhere

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Looks more like “south side story” 😭😂😭😂
not this is proper musical ending it doesn't

Would like to add the original positive spin on it though lol

I got a feeling there's a miracle due,
Gonna come true,
Coming to me! 🎼🎼🎼🎼🎼

Could it be? Yes, it could.
Something's coming, something good,
If I can wait!
Something's coming, I don't know what it is,
But it is
Gonna be great!🚀

With a click, with a shock,
Phone'll jingle, door'll knock,
 
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