BRN Discussion Ongoing

[Diogenese]

Sounds good Manny but let's hope we don't get any good staff pouched. The US Gov seems to be a bottomless pit when it comes to the DOD.

Hi Boab,

I notice that Bluglass refers to DoD but also refers to DoW in their latest presentation:

BLGDA (they just did a consolidation), have a special semiconductor manufacturing process (Remote Plasma Chemical Vapour Deposition - RPCVD) which improves laser performance. They talk a good powerpoint:

https://bluglass.com/app/uploads/FOR-RELEASE-BluGlass-2025-AGM-Slides.pdf

NB: I hold BLG, so anything I say should be treated with kid gloves.

 

[Space Cadet]

Hi Boab,

I notice that Bluglass refers to DoD but also refers to DoW in their latest presentation:

BLGDA (they just did a consolidation), have a special semiconductor manufacturing process (Remote Plasma Chemical Vapour Deposition - RPCVD) which improves laser performance. They talk a good powerpoint:

https://bluglass.com/app/uploads/FOR-RELEASE-BluGlass-2025-AGM-Slides.pdf

NB: I hold BLG, so anything I say should be treated with kid gloves.

I held Bluglass about 16 or 17 years ago, maybe longer. Always liked the company.

SC

 

[TECH]

Thats only 7 months Tech, or are you saying 18 months from Jan 25 when you said 25 would be a breakout year, Why 25 and now why June 26

Hi Jacob,

Being able to accept that things, namely timelines change, being able to be flexible and learning to adapt to shifting sands in this extremely ever changing landscape is all part and parcel of being an educated investor.

To deny that Brainchip has advanced our technology, to deny that Brainchip has expanded it's footprint, to deny that our offering to developers has somehow deminished over the last 12 months when I decided to post my own personal timeline to judge our company's progress would be completely foolish.

I'm still proud to own shares in our company, I've been honest with you privately and on this forum, by June 2026 I believe we will finally see some real traction, and if so, I'll stay invested for a further 18 months.

Changing one's position is a positive thing, not a negative viewpoint, any successful investor will always evaluate their position based on their own goals and values.

I still trust Peter, Anil and the entire Brainchip team to deliver, if not then I'd have sold out north of $2 and locked in a few million dollars.

I'll leave it there. cheers Tech

 

[Diogenese]

I held Bluglass about 16 or 17 years ago, maybe longer. Always liked the company.

SC

Looks like they are getting some traction now. They hived off the diode business to concentrate on lasers. Have you looked at the presentation? (NFA).

 

[Frangipani]

Just over ten months ago, I spotted the above job ad by Data Science UA, a company from Ukraine:

“(…) Data Science UA is looking for a Junior Machine Learning Engineer to become a helping hand for our internal Data Science team. Do you want to work on some real projects for our Clients and/or perform R&D of novel AI algorithms and platforms (in particular, on the neuromorphic platform Brainchip Akida)? (…)”

I just noticed that earlier today their Head of AI Consulting, who has a PhD in polymer chemistry and describes his job as “specializing in integrating AI solutions into chemical and pharmaceutical R&D” posted very favourably about neuromorphic chips in general and Akida in particular, which they had assessed in their latest R&D project, benchmarking it against NVIDIA Jetson hardware. A paper on this R&D project is currently being worked on.

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An IT association based in the Ukrainian city of Chernivtsi organised the AI Hills Conference that took place there on Saturday and brought together over 200 participants interested in AI.

Since one of the invited speakers happened to be a gentleman presenting on neuromorphic chips, I decided to have a closer look at the uploaded conference pictures and video, since we’ve known for over a year that Ukraine-based Data Science UA has been playing around with Akida. And bingo - the speaker did indeed represent Data Science UA!



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AI Hills Conference . Chernivtsi IT Cluster

AI Hills Conference

www.it-cluster.cv.ua

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03 – Google Drive

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According to my Google Lens translation, Ilya Babichev started out talking about the advantages and disadvantages of neuromorphic chips in general - the disadvantages being that precision-wise, they have yet to prove themselves more accurate than the “classic” (= von Neumann) architecture, that the software for NC has not yet caught up with the hardware and that well-defined performance benchmarks were still missing.

After introducing AKD1000, he listed at least three different use cases, namely drone detection (obviously a very important real life use case in 2025 Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.

AI helps reforestation with quadcopters and Akida chips | Aleksandra Boguslavskaya posted on the topic | LinkedIn

Reforestation with AI🌲🤖 As environmental concerns rise, forest fires and deforestation continue to threaten our green cover. Some studies show a global rise in wildfires, with the UN Environment Programme predicting an increase of up to 14% by 2030, 30% by 2050, and 50% by the end of the...

www.linkedin.com

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Ukrainian company Data Science UA , which is headquartered in London and offers AI consulting and development of AI solutions for all kinds and sizes of businesses, is celebrating its 9th birthday today!

Despite Putin’s Russia continuing to ruthlessly attack Ukraine on a daily basis, the team around Dubai-based Founder and CEO Aleksandra Boguslavskaya - many of whom are based in Ukraine - keeps growing.

Data Science Company | data-science-ua.com

Data Science Services ✅ Custom analytical software development and data science consulting by Data Science UA

data-science-ua.com

As I laid out in previous posts , Data Science UA were testing Akida for several use cases last year: sustainable AI model training for object detection and identification in images or videos, drone detection (obviously a very important real life use case in Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.

Not sure, though, whether “neuromorphic chips”refers to more than one Akida chip or implies they also evaluated other companies’ neuromorphic product offerings.

#datascienceua #datascienceuacelebrating #companybirthday #9yearsago #ourjourney | Aleksandra Boguslavskaya

Today, Data Science UA turns 9 🎉 🥳 Back in 2016, on November 26, we organized Kyiv’s first Data Science & AI tech conference. That's how our story started 🥳 Top speakers from Grammarly, Snapchat, and Ring joined the conference. Even the founder of DataRobot flew in from Boston to Kyiv...

www.linkedin.com

 

[Frangipani]

https://www.linkedin.com/posts/edge...-the-clouds-activity-7396009251258687488-cH6A

Begin at remaining time 2:43:30

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#ai #edgeai #mlsystems #computeefficiency #aiinfrastructure | Ritik Shrivastava

Really thoughtful take, especially calling out profitability as the real issue and the need for innovation. One angle I think is still under-discussed is compute efficiency as a real driver of profitability. Scaling AI isn’t just about adding compute. Power delivery, cooling capacity, and...

www.linkedin.com

 

[Frangipani]

Ukrainian company Data Science UA , which is headquartered in London and offers AI consulting and development of AI solutions for all kinds and sizes of businesses, is celebrating its 9th birthday today!

Despite Putin’s Russia continuing to ruthlessly attack Ukraine on a daily basis, the team around Dubai-based Founder and CEO Aleksandra Boguslavskaya - many of whom are based in Ukraine - keeps growing.

Data Science Company | data-science-ua.com

Data Science Services ✅ Custom analytical software development and data science consulting by Data Science UA

data-science-ua.com

As I laid out in previous posts , Data Science UA were testing Akida for several use cases last year: sustainable AI model training for object detection and identification in images or videos, drone detection (obviously a very important real life use case in Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.

Not sure, though, whether “neuromorphic chips”refers to more than one Akida chip or implies they also evaluated other companies’ neuromorphic product offerings.

#datascienceua #datascienceuacelebrating #companybirthday #9yearsago #ourjourney | Aleksandra Boguslavskaya

Today, Data Science UA turns 9 🎉 🥳 Back in 2016, on November 26, we organized Kyiv’s first Data Science & AI tech conference. That's how our story started 🥳 Top speakers from Grammarly, Snapchat, and Ring joined the conference. Even the founder of DataRobot flew in from Boston to Kyiv...

www.linkedin.com

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Just saw that the Data Science UA company LinkedIn account posted something similar earlier, this time explicitly naming Akida as the neuromorphic chip they had tested in 2024.

Although their statement “One of the first R&D teams to test the neuromorphic Akida chip in 2024” sounds somewhat puzzling to me.
It’s hard to imagine they mean “one of the first in 2024”, because they did it early in the year, like in January/February?

However, they verifiably weren’t among the first researchers ever to test AKD1000 (and that’s the neuromorphic chip they evaluated according to the 2024 AI Hills Conference presentation)…

Although in the grand scheme of things, they may one day count themselves as having been among the first - very broadly speaking.

#datascienceua #datascienceuajourney #companybirthday #aicompany | Data Science UA

Today we celebrate Data Science UA birthday – 9 years of building expertise, community, and pushing the boundaries of AI 🎉 If there’s one thing that shaped us over the years, it’s this: we were never afraid to go first. 🔹First to run a Data Science conference in Kyiv in 2016. 🔹First to launch...

www.linkedin.com

 

[7für7]

Today I was at a trade fair in Japan. I can only say that AI systems for detecting foreign objects and any anomalies or expiration dates in all kinds of products are booming. In just one hall I found five companies that specialize in these kinds of systems using third-party software. Unfortunately, none of them wanted to reveal which AI they’re using. Maybe Bravo can research it if she feels like it, or Esq, etc.

Phoenix Vision AI学習・検証 | VRAIN Solution

Phoenix Visionとは、様々な最新AIアルゴリズムを搭載し、どなたでも簡単にAI学習・検証ができる アプリケーションになります。非常に簡単な操作ながら最先端のAI技術で”高精度検査”が実現します。

vrain.co.jp

Phoenix Eye AI画像検査｜VRAIN Solution

Phoenix Eyeとは、最新のAIアルゴリズムを搭載したAI画像検査ソフトウェアです。 従来のルールベースでは実現できなかった難易度の高い検査に対応可能です。 カメラやPLC等の現場設備と直接接続することが可能で、簡単操作かつ高精度な検査で製造現場の効率化と検査品質の向上を実現します。

vrain.co.jp

Back at the hotel I had a quick look through my notes and listed the companies I saw that were showcasing AI solutions

VRAIN Solution …AI-based visual inspection for food factories
KOSKA…AI X-ray and appearance inspection systems (foreign object detection etc.)
Flare Original (“AI Inspector”) – AI foreign object detection and robot sorting systems
Yamazen / KataKyudo (“EYEbeGenesis”) (was together with VRAIN actually)… AI image inspection system for industrial/food use.
And JCM …AI-equipped showcase-type vending machines

That’s not a complete list…just some of the ones that were clearly branded as “AI” on their materials. If someone is interested..

Not to forget this company I mentioned a while ago

Post in thread 'BRN Discussion Ongoing'
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-417354

 

[Cardpro]

As far as Megachip goes, I am assuming brainchip will disclose within a week of a resign with them and advise shareholders before Christmas that we are still in a partnership. Imo.

If that's the case, why did they raise capital a few weeks ago instead of waitinf to announce that positive news..?

 

[Frangipani]

Sean Hehir got interviewed on the latest episode of The Brave Technologist podcast, hosted by Luke Mulks, VP of Business Operations at Brave Software and recorded sometime in October:

“BrainChip: Bringing Brain-Inspired AI into Everyday Devices”

From 10:23 min: “So I’m often asked: “Do you ever see the day, where the cloud is abandoned?” Of course not! I think what I call is the right tool for the right job, these two kind of, let’s call it approaches will co-exist. It just makes good common sense, right?”

From 14:30 min: “I would say simply stay tuned to us and watch what we’re gonna announce later this year. I think you’ll be amazed about the functionality we’re gonna be talking about. And, you know, later this year is not that long, as we’re already in October. Later this year, early next year, there’s a lot of things we’re gonna be announcing, you’ll see the possibilities. So, the short answer is: Almost everything you can see in the cloud, will be available on the edge. I strongly believe that.”

The Brave Technologist | Brave

Shedding light on the opportunities and challenges of emerging tech. To make it digestible, less scary, and more approachable for all!

brave.com

 

[Space Cadet]

Looks like they are getting some traction now. They hived off the diode business to concentrate on lasers. Have you looked at the presentation? (NFA).

No mate. They only had the diode business back then. Lasers are a good business to be in if your any good. I have shares in EOS and they are wotld leaders in laser tech. I'll have a look at the presso.

SC

 

[Fiendish]

Sounds like we should be expecting some juicy announcements very very soon! Hopefully super juicy!

 

[IloveLamp]

ARQUIMEA and Airbus Defence and Space partner for Eurodrone

ARQUIMEA partners with Airbus Defence and Space to develop and manufacture advanced transport containers for the Eurodrone engines.

www.arquimea.com

ARQUIMEA and Airbus Defence and Space partner for Eurodrone | ARQUIMEA

At #ARQUIMEA, we continue to grow through #innovation and strategic partnerships. Our collaboration with Airbus Defence and Space reflects our commitment to developing high-value technological solutions that strenghten Europe's industrial and technological #sovereignity. This new milestone...

www.linkedin.com

 

[smoothsailing18]

 

[Boab]

Sounds like we should be expecting some juicy announcements very very soon! Hopefully super juicy!

The word I focused on was FUNCTIONALITY. So thinking it will be more about the updated version of AKIDA and its new capabilities.
But like you I am confident about some juicy IP announcements in the near future.
Cheers

 

[7für7]

An Artikel on LinkedIn not mentioned Brainchip but with interesting comments (from @Dallas )

#neuromorphic | Dhireesha Kudithipudi

Have you heard about #neuromorphic computing? If you are curious where the field is heading (and where the real opportunities are hiding), this The National Academies of Sciences, Engineering, and Medicine article in PNAS is a great place to start. It casts a wide lens on what is possible.

www.linkedin.com

 

[7für7]

Interesting

“Larger capacity: Larger storage capability is one of the factors to enable increased local computational and processing power. Traditional cloud-based AI systems require sensitive data to travel across networks for processing, posing the risk of data breaches. Edge AI fundamentally lessens this risk by processing data locally, where it is created. Micron's G9 UFS 4.1 offers a large capacity option of 1TB NAND to help drive the need for on-device data processing, enabling your smartphone to handle complex computations right at your fingertips.”

Bringing the most advanced G9 NAND technology to flagship smartphones

sg.micron.com

 

[smoothsailing18]

Why don't we hear anything from Steve Brightfield our chief marketing officer .

 

[Rskiff]

Why don't we hear anything from Steve Brightfield our chief marketing officer .

Hopefully he is flat out dealing with customers and potential leads.

 

[Pom down under]

A Bioinspired System to Autonomously Detect Tiny, Fast-Moving Objects in Infrared Imagery - DSIAC

Summary Autonomously detecting tiny, fast-moving objects emitting thermal radiation in the infrared is a challenging technical problem. In addition to being fast, these targets are often dim, small, and in the presence of clutter and occlusions. Conventional detection approaches require large...

dsiac.dtic.mil

Neuromorphic Computing​

Work in the domain continues using BrainChip and Intel products in cybersecurity and other domains. BrainChip and Intel have released the second generation of their chips—seeing what improvements in speed can be gained from these products will be interesting.