BRN Discussion Ongoing

[7für7]

One more article wich makes the shareholders scratch their heads… what’s wrong with the Autors those days ?

From crapper

“ In June 2025, Sony Semiconductor Solutions invested in BrainChip Holdings to co-develop neuromorphic processors for vision-based AI in autonomous vehicles and consumer electronics. Trials are underway with Japanese automotive OEMs.”

United States Neuromorphic Computing Market 2025 | Growth Drivers, Key Players & Investment Opportunities

Market Size and Growth The Global Neuromorphic Computing Market reached USD 48 3 million in 2022 and is projected to witness lucrative growth by reaching up to USD 6 801 9 million by 2030 The global neuromorphic computing market is ...

www.openpr.com

 

[smoothsailing18]

rayz
8,720 Posts.
3127

31/10/25

11:46

Post #: 81446287

In June 2025, Sony Semiconductor Solutions invested in BrainChip Holdings to co-develop neuromorphic processors for vision-based AI in autonomous vehicles and consumer electronics. Trials are underway with Japanese automotive OEMs.

 

[Diogenese]

rayz
8,720 Posts.
3127

31/10/25

11:46

Post #: 81446287

"invested" as in bought shares?

 

[smoothsailing18]

"invested" as in bought shares?

I ask GPT however they couldn't find it.

 

[7für7]

I ask GPT however they couldn't find it.

You ask ChatGPT for that? If this was true, there should have been a price sensitive announcement about that… vey simple and there is no price sensitive announcement..

 

[smoothsailing18]

davidfitz
491 Posts.
226

31/10/25

12:50

Post #: 81448337

Could be legit?

BrainChip Leads at Edge Computing World - it was a while ago but Anil did chat with execs from Toyota and Denso.

Five Toyota Group Companies to Accelerate Skill Development and Innovation in AI and Software | Corporate | Global Newsroom | Toyota Motor Corporation Official Global Website - This was announced in May 2025?

'Invested' in Brainchip a month later?????

 

[Space Cadet]

davidfitz
491 Posts.
226

31/10/25

12:50

Post #: 81448337

We know Sony and Prophesee have been working together so fits but who knows. Don't really have to announce if contracts etc are still being negotiated or a trade secret imo.

SC

 

[Gazzafish]

rayz
8,720 Posts.
3127

31/10/25

11:46

Post #: 81446287

Is this it??

https://www.openpr.com/news/4246401/united-states-neuromorphic-computing-market-2025-growth

Extract with my own bolding :-“
United States Neuromorphic Computing Market 2025 | Growth Drivers, Key Players & Investment Opportunities

10-30-2025 08:34 AM CET | IT, New Media & Software

Press release from: DataM intelligence 4 Market Research LLP



Neuromorphic Computing Market

Market Size and Growth

The Global Neuromorphic Computing Market reached USD 48.3 million in 2022 and is projected to witness lucrative growth by reaching up to USD 6,801.9 million by 2030. The global neuromorphic computing market is expected to exhibit a CAGR of 91.5% during the forecast period (2024-2031).

Key Development & Recent Mergers and acquisitions:

United States: Recent Industry Developments

In September 2025, Intel Labs announced a major update to its Loihi 2 neuromorphic chip platform, improving learning efficiency by 30%. The company also opened its Neuromorphic Research Cloud to global AI developers, accelerating adaptive computing research.

In July 2025, IBM Research launched a neuromorphic accelerator for edge AI applications, integrating spiking neural networks to enhance real-time decision-making in autonomous systems. The pilot deployment began with DARPA-backed defense projects.

In May 2025, SynSense, in collaboration with Qualcomm, secured $45 million in Series C funding to expand neuromorphic processor manufacturing for smart sensors and robotics. The investment aims to bring low-power cognitive chips to commercial markets.

In March 2025, SoftBank Group announced the acquisition of Ampere Computing (US) for roughly US$6.5 billion; while Ampere is not strictly "neuromorphic", the deal strengthens SoftBank's position in energy-efficient AI/processor design.

According to a startup-tracker source, the U.S. neuromorphic computing startup segment has "seen 3 acquisitions and 1 IPO" as of October 2025

Japan: Recent Industry Developments

In August 2025, Fujitsu Laboratories unveiled its first neuromorphic computing prototype for industrial automation. The chip mimics brain-like adaptive learning to optimize energy use in factory robotics and sensor networks.

In June 2025, Sony Semiconductor Solutions invested in BrainChip Holdings to co-develop neuromorphic processors for vision-based AI in autonomous vehicles and consumer electronics. Trials are underway with Japanese automotive OEMs.
In April 2025, the University of Tokyo, in partnership with NEC Corporation, announced a $25 million government-backed project to develop large-scale neuromorphic AI for scientific computing and weather simulation.

 

[7für7]

We know Sony and Prophesee have been working together so fits but who knows. Don't really have to announce if contracts etc are still being negotiated or a trade secret imo.

SC

Don’t you think that in that case they should mention Prophesee rather than Brainchip? I can’t find any official source which mentions Sony and Brainchip directly as partners …

 

[Diogenese]

Is this it??

https://www.openpr.com/news/4246401/united-states-neuromorphic-computing-market-2025-growth

Extract with my own holding :-“
United States Neuromorphic Computing Market 2025 | Growth Drivers, Key Players & Investment Opportunities

10-30-2025 08:34 AM CET | IT, New Media & Software

Press release from: DataM intelligence 4 Market Research LLP



Neuromorphic Computing Market

Market Size and Growth

The Global Neuromorphic Computing Market reached USD 48.3 million in 2022 and is projected to witness lucrative growth by reaching up to USD 6,801.9 million by 2030. The global neuromorphic computing market is expected to exhibit a CAGR of 91.5% during the forecast period (2024-2031).

Key Development & Recent Mergers and acquisitions:

United States: Recent Industry Developments

In September 2025, Intel Labs announced a major update to its Loihi 2 neuromorphic chip platform, improving learning efficiency by 30%. The company also opened its Neuromorphic Research Cloud to global AI developers, accelerating adaptive computing research.

In July 2025, IBM Research launched a neuromorphic accelerator for edge AI applications, integrating spiking neural networks to enhance real-time decision-making in autonomous systems. The pilot deployment began with DARPA-backed defense projects.

In May 2025, SynSense, in collaboration with Qualcomm, secured $45 million in Series C funding to expand neuromorphic processor manufacturing for smart sensors and robotics. The investment aims to bring low-power cognitive chips to commercial markets.

In March 2025, SoftBank Group announced the acquisition of Ampere Computing (US) for roughly US$6.5 billion; while Ampere is not strictly "neuromorphic", the deal strengthens SoftBank's position in energy-efficient AI/processor design.

According to a startup-tracker source, the U.S. neuromorphic computing startup segment has "seen 3 acquisitions and 1 IPO" as of October 2025

Japan: Recent Industry Developments

In August 2025, Fujitsu Laboratories unveiled its first neuromorphic computing prototype for industrial automation. The chip mimics brain-like adaptive learning to optimize energy use in factory robotics and sensor networks.

In June 2025, Sony Semiconductor Solutions invested in BrainChip Holdings to co-develop neuromorphic processors for vision-based AI in autonomous vehicles and consumer electronics. Trials are underway with Japanese automotive OEMs.
In April 2025, the University of Tokyo, in partnership with NEC Corporation, announced a $25 million government-backed project to develop large-scale neuromorphic AI for scientific computing and weather simulation.

That's an odd way of expressing it. "invested in BRN to co-develop processors for vision-based AI in automotive vehicles and consumer electronics."

Is this a Sony funded "partnership", or has Sony bought < 5% of BRN share?

It's great news if it's true, but some proof would be nice. I don't recall it being mentioned in the 2Q report. There is just a generalized reference to automotive and consumer among other fields.

https://investor.brainchip.com/wp-content/uploads/2025/09/Quarterly-Activities-Report-June-2025.pdf

...
Marketing Update
BrainChip continues to be very active on the marketing front, ensuring that the company is best positioned to commercialise its product offering across a range of sectors and applications. The BrainChip team was in the Bay Area during the month of April for three key events focused on edge AI, IP design, and open computing architectures. At D&R IP-SoC Days, CMO, Steve Brightfield presented on advances in AI-driven IP and SoC architectures. At Andes RISC-V Con, BrainChip also took the stage to discuss how Akida accelerates intelligent compute in RISC-V based designs. Lastly, at Intel Foundry’s Direct Connect 2025, the team engaged with innovators exploring the next wave of semiconductor design. At each event, BrainChip demonstrated how Akida is helping companies bring intelligence closer to the sensor, making products smarter, more agile, and more efficient across applications from industrial to automotive to consumer.

So either it is under NDA, not considered important by BRN, or it's wishful thinking.

If it is under NDA, how did it leak?

 

[7für7]

That's an odd way of expressing it. "invested in BRN to co-develop processors for vision-based AI in automotive vehicles and consumer electronics."

Is this a Sony funded "partnership", or has Sony bought < 5% of BRN share?

It's great news if it's true, but some proof would be nice. I don't recall it being mentioned in the 2Q report. There is just a generalized reference to automotive and consumer among other fields.

https://investor.brainchip.com/wp-content/uploads/2025/09/Quarterly-Activities-Report-June-2025.pdf

...
Marketing Update
BrainChip continues to be very active on the marketing front, ensuring that the company is best positioned to commercialise its product offering across a range of sectors and applications. The BrainChip team was in the Bay Area during the month of April for three key events focused on edge AI, IP design, and open computing architectures. At D&R IP-SoC Days, CMO, Steve Brightfield presented on advances in AI-driven IP and SoC architectures. At Andes RISC-V Con, BrainChip also took the stage to discuss how Akida accelerates intelligent compute in RISC-V based designs. Lastly, at Intel Foundry’s Direct Connect 2025, the team engaged with innovators exploring the next wave of semiconductor design. At each event, BrainChip demonstrated how Akida is helping companies bring intelligence closer to the sensor, making products smarter, more agile, and more efficient across applications from industrial to automotive to consumer.

So either it is under NDA, not considered important by BRN, or it's wishful thinking.

If it is under NDA, how did it leak?

I wouldn’t interpret to much in it.. just like the other articles which was completely wrong about partnerships with china etc…

 

[Bravo]

A few takeaways from me on CogniEdge.ai’s new white paper on their CEDR framework.

The big picture is they’re trying to make robots adapt to humans, so that production lines run faster, safer, and with lower human cognitive load.

It positions BrainChip Akida 2.0 as a neuromorphic co-processor at the edge working alongside NVIDIA Jetson AGX Thor. The authors frame Akida as the millisecond, low-power reflex layer for multimodal fusion (they reference EEG, RGB, LiDAR), with Thor handling LLM-based reasoning and planning.

One notable line from the paper is “NVIDIA Jetson AGX Thor (2,070 FP4 TFLOPS, Blackwell GPU) and BrainChip Akida 2.0 process data within 8 ms.”

Why Akida is a fit:

• Latency: Event-driven inference gives millisecond-level reactions for safety stops, hand-over timing, and fine motion cues which is critical when people and robots share space.
• Temporal fusion: EEG/vision/LiDAR are sequences, not static snapshots; Akida +TENNs thrive on time-based patterns (micro-gestures, intent shifts, motion continuity, anomaly spikes).
• Power & thermals (SWaP): Sub-watt always-on reflex logic means you can put intelligence on the arm/drone/sensor, not just in a central box.
• On-device learning: Few-shot updates let the system personalize to a specific operator or task variant without a full retrain.
• Privacy: Processes the EEG/vision locally and share features/alerts only which reduces network load.

They explicitly reference Tesla’s Optimus, alongside UR5 cobots and DJI drones as target platforms in the concept. If humanoids like Optimus become common in factories, this “reflex-plus-reasoning” split is exactly what you need for contact sensing, micro-gestures, and balance and interaction reflexes.

In short, it seems to be one of the first papers to present a credible picture of how neuromorphic computing could underpin Industry 5.0, bridging human intent, robot coordination, and edge intelligence into a single framework.


Some excerpts from the White Paper below.


1
View attachment 92361

2
View attachment 92362
3
View attachment 92363

The recent white paper (see link in post above) from CogniEdge.ai introduced the CEDR (Cohesive Edge‑Driven Robotics) framework, which is powered by BrainChip’s Akida 2.0. Notably, it made reference to Tesla’s Optimus.

The paper supports the view that Akida is being positioned, at least by CogniEdge, as a transformative core for robotics, and it further strengthens the broader case that neuromorphic processors will be central to next-gen autonomous systems.

So, you can imagine my excitement when Cathie Wood, CEO of Ark Invest, stated in an interview two days ago that “humanoid robots will be the biggest of all the embodied AI opportunities.” If that’s the case, then BrainChip may have the chance to become the go-to “efficient brain” for these embodied AI platforms.

Akida fits perfectly into what is required for robotics stacks in areas such as:

• Pre‑filtering sensor data:
• Always‑on monitoring: in ultra‑low power mode, with higher‑level networks activated only when needed.
• Latency‑sensitive tasks: Tasks such as collision avoidance, human‑robot interaction, gesture recognition
• Hybrid compute architecture: Combine Akida (neuromorphic) for certain tasks + conventional CNN/transformer accelerators for heavy cognition, planning, large‑model inference.

CogniEdge’s paper suggested impressive gains from integrating Akida in simulated robotic environments:

• +25% throughput
• 15% error reduction
• 20% lower cognitive load (in an EV battery assembly simulation)

If these claims can be independently validated and supported by peer-reviewed performance metrics, BrainChip would be in a prime position to deploy Akida broadly across humanoids and other real-world robotic systems like autonomous delivery bots and factory fleets.

Robotics is fast emerging as the multi-billion-dollar AI bonanza, and Akida is perfectly timed to ride that wave IMO!

https://www.cnbc.com/2025/10/28/cathie-wood-humanoid-robots-will-be-biggest-of-all-ai-opportunities.html

 

[Space Cadet]

Don’t you think that in that case they should mention Prophesee rather than Brainchip? I can’t find any official source which mentions Sony and Brainchip directly as partners …

All I'm saying is Sony were working with Prophesee so in that case may have knowledge of BRN through that association. I have no idea if this is even real.

SC

 

[7für7]

All I'm saying is Sony were working with Prophesee so in that case may have knowledge of BRN through that association. I have no idea if this is even real.

SC

Yes i know….But don’t you think they should mention Prophesee instead of BrainChip in that case? Wouldn’t it make more sense?

 

[Space Cadet]

Yes i know….But don’t you think they should mention Prophesee instead of BrainChip in that case? Wouldn’t it make more sense?

It could be a possibility that Sony had access to Akida through Prophesee and saw opportunities other than vision that Akida would be useful in. Prophesee do vision. Brainchip does all senses and sensors and everything inbetween and outside for that matter imo.

Be nice if there was merit in the article. Hope so.

 

[Diogenese]

The recent white paper (see link in post above) from CogniEdge.ai introduced the CEDR (Cohesive Edge‑Driven Robotics) framework, which is powered by BrainChip’s Akida 2.0. Notably, it made reference to Tesla’s Optimus.

The paper supports the view that Akida is being positioned, at least by CogniEdge, as a transformative core for robotics, and it further strengthens the broader case that neuromorphic processors will be central to next-gen autonomous systems.

So, you can imagine my excitement when Cathie Wood, CEO of Ark Invest, stated in an interview two days ago that “humanoid robots will be the biggest of all the embodied AI opportunities.” If that’s the case, then BrainChip may have the chance to become the go-to “efficient brain” for these embodied AI platforms.

Akida fits perfectly into what is required for robotics stacks in areas such as:

• Pre‑filtering sensor data:
• Always‑on monitoring: in ultra‑low power mode, with higher‑level networks activated only when needed.
• Latency‑sensitive tasks: Tasks such as collision avoidance, human‑robot interaction, gesture recognition
• Hybrid compute architecture: Combine Akida (neuromorphic) for certain tasks + conventional CNN/transformer accelerators for heavy cognition, planning, large‑model inference.

CogniEdge’s paper suggested impressive gains from integrating Akida in simulated robotic environments:

• +25% throughput
• 15% error reduction
• 20% lower cognitive load (in an EV battery assembly simulation)

If these claims can be independently validated and supported by peer-reviewed performance metrics, BrainChip would be in a prime position to deploy Akida broadly across humanoids and other real-world robotic systems like autonomous delivery bots and factory fleets.

Robotics is fast emerging as the multi-billion-dollar AI bonanza, and Akida is perfectly timed to ride that wave IMO!



View attachment 92607




View attachment 92606

https://www.cnbc.com/2025/10/28/cathie-wood-humanoid-robots-will-be-biggest-of-all-ai-opportunities.html

I'll see your 7 billion humanoid robots and raise you 21 billion cybersecurity chips.

 

[7für7]

It could be a possibility that Sony had access to Akida through Prophesee and saw opportunities other than vision that Akida would be useful in. Prophesee do vision. Brainchip does all senses and sensors and everything inbetween and outside for that matter imo.

Be nice if there was merit in the article. Hope so.

Yes sure.. would be nice ..
All I want to say is that lately there have been a lot of inaccurate reports in papers like these about BrainChip. You shouldn’t take anything at face value without doing your own research or a verified “yes” from the company. I’d personally be happy if Sony had invested in BrainChip and was trying to build something with our products…but I can’t find anything credible, and I’m not a lemming who blindly follows others and take everything as facts... If BrainChip verifies it in the near future, great.. until then I’m marking it down as a misinterpretation or a mix-up.

 

[miaeffect]

I'll see your 7 billion humanoid robots and raise you 21 billion cybersecurity chips.

 

[7für7]

Later….right before the market close…a trading halt and a price-sensitive announcement about a Sony investment in BrainChip?! I’m pretty sure I read something about that recently… asking for a friend… whooo, go BrainChip!

 

[Space Cadet]

Yes sure.. would be nice ..
All I want to say is that lately there have been a lot of inaccurate reports in papers like these about BrainChip. You shouldn’t take anything at face value without doing your own research or a verified “yes” from the company. I’d personally be happy if Sony had invested in BrainChip and was trying to build something with our products…but I can’t find anything credible, and I’m not a lemming who blindly follows others and take everything as facts... If BrainChip verifies it in the near future, great.. until then I’m marking it down as a misinterpretation or a mix-up.

Fair enough. Needs verification

SC