BRN Discussion Ongoing
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Space Cadet
Regular
We will have to wait for the details. I don't mind a CR if it is to produce a product as that leads to revenue and that is the point of all this. A CR to just survive is completely different. So we await the details. A CR so we can tape out AKD1500 and produce 50 million to meet demand would be good. Maybe Frontgrade and Onsor both need chips?
So we wait.
SC
I think that we will need the additional funds now that we are offering chips with that as @Space Cadet said.
IP and software models have virtually no additional cost to produce, but chip production is expensive.
IP and software models have virtually no additional cost to produce, but chip production is expensive.
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https://yfarmx.com/softbank-and-openai-launch-joint-venture/
Extract with my own bolding :- “
SoftBank and OpenAI have officially launched their long-anticipated joint venture, SB OAI Japan GK, headquartered in Tokyo. Announced today, the partnership aims to redefine corporate management in Japan by integrating OpenAI’s cutting-edge language models and enterprise tools into Japanese businesses and public institutions.
The ownership structure is split evenly between OpenAI and C Holdings, a company jointly owned by SoftBank Corp. (51%) and SoftBank Group (49%). The arrangement positions SB OAI as both a strategic bridge and a commercial conduit for Japan’s AI deployment, part of a broader push toward Masayoshi Son’s long-running ambition to make AI “the engine of every industry.”
A Partnership Years in the Making
This new entity formalises a relationship that has been building quietly for months. SoftBank began investing in OpenAI’s global initiatives and announced plans in early 2025 to roll out AI-driven management tools across Japan. The venture’s launch was originally slated for the summer but was delayed amid structural negotiations and regulatory reviews.
Now live, SB OAI Japan GK will serve as OpenAI’s operational hub for the region, adapting GPT-based enterprise products for Japanese language and compliance requirements. Early focus areas include corporate decision support, automated reporting, and AI governance systems tailored to Japan’s business culture and data standards.
Creator: Kim Kyung-Hoon | Credit: REUTERS
SoftBank’s AI Ambitions
The joint venture marks another chapter in SoftBank’s aggressive repositioning from telecoms conglomerate to AI-first holding powerhouse. Through both SoftBank Group and SoftBank Corp., Son has invested heavily in AI chips, robotics, and infrastructure (from ARM Holdings to BrainChip) and domestic cloud optimisation projects.
By pairing with OpenAI rather than building in-house, SoftBank gains immediate access to frontier models, while OpenAI benefits from SoftBank’s distribution networks and regulatory familiarity in one of the world’s most tightly governed tech markets.”
Extract with my own bolding :- “
SoftBank and OpenAI have officially launched their long-anticipated joint venture, SB OAI Japan GK, headquartered in Tokyo. Announced today, the partnership aims to redefine corporate management in Japan by integrating OpenAI’s cutting-edge language models and enterprise tools into Japanese businesses and public institutions.
The ownership structure is split evenly between OpenAI and C Holdings, a company jointly owned by SoftBank Corp. (51%) and SoftBank Group (49%). The arrangement positions SB OAI as both a strategic bridge and a commercial conduit for Japan’s AI deployment, part of a broader push toward Masayoshi Son’s long-running ambition to make AI “the engine of every industry.”
A Partnership Years in the Making
This new entity formalises a relationship that has been building quietly for months. SoftBank began investing in OpenAI’s global initiatives and announced plans in early 2025 to roll out AI-driven management tools across Japan. The venture’s launch was originally slated for the summer but was delayed amid structural negotiations and regulatory reviews.
Now live, SB OAI Japan GK will serve as OpenAI’s operational hub for the region, adapting GPT-based enterprise products for Japanese language and compliance requirements. Early focus areas include corporate decision support, automated reporting, and AI governance systems tailored to Japan’s business culture and data standards.
SoftBank’s AI Ambitions
The joint venture marks another chapter in SoftBank’s aggressive repositioning from telecoms conglomerate to AI-first holding powerhouse. Through both SoftBank Group and SoftBank Corp., Son has invested heavily in AI chips, robotics, and infrastructure (from ARM Holdings to BrainChip) and domestic cloud optimisation projects.
By pairing with OpenAI rather than building in-house, SoftBank gains immediate access to frontier models, while OpenAI benefits from SoftBank’s distribution networks and regulatory familiarity in one of the world’s most tightly governed tech markets.”
So akida is inside but not mentioned? Ask for a friend
Pom down under
Top 20
So I’m expecting a big customer order hence the CR and delay in details with a minimum price of 0.33 cents a share
Not sure. Just interesting to read that they have invested in Brainchip.
Someone over the crapper posted this without source…
“Brainchip Holdings Ltd (“Brainchip” or the “Company”) has entered into a trading halt to undertake a Fully Underwritten Institutional Placement of approximately 171.4 million shares at $0.175 per share to raise approximately A$30 million.
The Company also intends to launch a non-underwritten Share Purchase Plan on the same terms as the Offer to raise up to A$2.0 million.”
“Brainchip Holdings Ltd (“Brainchip” or the “Company”) has entered into a trading halt to undertake a Fully Underwritten Institutional Placement of approximately 171.4 million shares at $0.175 per share to raise approximately A$30 million.
The Company also intends to launch a non-underwritten Share Purchase Plan on the same terms as the Offer to raise up to A$2.0 million.”
Kingkong2015
Regular
30 million AUD can’t even last a year — can’t afford chip tape-outs. That means we’ll need an extra large LDA capital call.
Space Cadet
Regular
They may have been offered if a customer of the company handling the raise. The info leaks out pretty quick, hence the trading halt.
SC
Bombersfan
Regular
That seems not that far off what I would’ve been expecting. Just a plain old CR because we need the money.
Pom down under
Top 20
More chance in Donald trump becoming the next queen of England
It's like White Heat was his pre-biography.
I prefer institutions as they will not provide sell side liquidity to LDA. Shorters will be disappointed.
The problem is that until we are cash self sufficient raises are a fact of life. So while i hold i have to accept that.
The last raise to retail and insitutions was announced late July'24 and Institution shares allotted on 1st August and Retail on 22ND August. August'24 saw an 8.11% fall to 16.5%. It hit a low of 15.5 cents early in September and was bought into over subsequent months to 53.5 cents.
Interestingly Shortman show shorts at 27th August at 1.74%. Now they are around 6.3%.
We are in way better shape now than then with actual clients on the hook. Parsons, Bascom Hunter and Onsor. May another couple under NDA?
Falls will be bought into IMO.
Agree, however the less than 2 quarters will not apply until the next quarterly report due in Jan'26. Then companies outline plans for a raise or alternative cash source in the report.
Usually arrangements have been made prior to quarterly release and its just a matter of remaining from there.
The problem is that until we are cash self sufficient raises are a fact of life. So while i hold i have to accept that.
The last raise to retail and insitutions was announced late July'24 and Institution shares allotted on 1st August and Retail on 22ND August. August'24 saw an 8.11% fall to 16.5%. It hit a low of 15.5 cents early in September and was bought into over subsequent months to 53.5 cents.
Interestingly Shortman show shorts at 27th August at 1.74%. Now they are around 6.3%.
We are in way better shape now than then with actual clients on the hook. Parsons, Bascom Hunter and Onsor. May another couple under NDA?
Falls will be bought into IMO.
Hi jeffwilto,
Agree, however the less than 2 quarters will not apply until the next quarterly report due in Jan'26. Then companies outline plans for a raise or alternative cash source in the report.
Usually arrangements have been made prior to quarterly release and its just a matter of remaining from there.
Its definetly an institutional raise likely with a retail SPP. Sean gave an institutional presentation while in Aus.
The last one was completed in August'24 on the tail end of 6 red months. Shorts at the end of August'24 were around 1.7 - 2%. Shorts are now around 6% plus a bit.
. The SP lost about 8% in August'24 and then was heavily bought into flying 38% up in September'24. December'24 saw a further 53% rise.
So its likely any falls will be bought into.
The last one was completed in August'24 on the tail end of 6 red months. Shorts at the end of August'24 were around 1.7 - 2%. Shorts are now around 6% plus a bit.
. The SP lost about 8% in August'24 and then was heavily bought into flying 38% up in September'24. December'24 saw a further 53% rise.
So its likely any falls will be bought into.
That’s what I thought too… and that’s why I don’t like to read always the same “maybe because some big players invested in BRN” shi
So, looking forward for next week
Guess who Sean is
While the SP may fall to 17.5c, will there be enough shares available at that price to cover the shorts?
Most SH are rusted on and by now should be inured to the vicissitudes of capital raises and may choose to ride it out*.
"Fully underwritten" indicates confidence on the part of the underwriter(s).
* The good thing about repeatedly shooting yourself in the foot is that, after the first time, the bullets all pass through the same hole.
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Space Cadet
Regular
The one in the white robe. Never seen Sean looking so good. Have you had some work done Sean?That’s what I thought too… and that’s why I don’t like to read always the same “maybe because some big players invested in BRN” shi
So, looking forward for next week
Guess who Sean is
SC
That’s why they dropped some good news recently… to show progress
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