BRN Discussion Ongoing

[davidfitz]

Congratulations again to winners in the Product categories in the 15th annual Best in Biz Awards: Addigy Adobe ADP Aha! Applied Systems Asensus Surgical Atombeam Technologies Aviatrix BrainChip… | Best in Biz Awards

Congratulations again to winners in the Product categories in the 15th annual Best in Biz Awards: Addigy Adobe ADP Aha! Applied Systems Asensus Surgical Atombeam Technologies Aviatrix BrainChip DataDocks Deako Dynamo Software Fidelity Investments First Internet Bank GreenShield iHealth Labs...

www.linkedin.com

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No wonder we won, the NEXA glasses are just the beginning (I hope). With the clinical trials almost completed we should start to see the true benefit in 2026. Like many I am hopeful this will lead to a commercial agreement.

AI Anomaly Detection for Seizure Prediction: How BrainChip enables Onsor Technologies NEXA

BrainChip's Akida processor is enabling real-time seizure prediction in wearable devices, marking a breakthrough in low-power, personalized medical AI at the edge.

www.wevolver.com

What’s Next: Scaling Neuromorphic AI in Healthcare​

The capabilities demonstrated in seizure prediction are only a starting point. The same underlying technology—low-power, event-based neuromorphic AI—can be applied to a range of neurological and muscular conditions where early detection and real-time response are critical.

• Gesture-Controlled Prosthetics: In prosthetics and assistive mobility solutions, neuromorphic processors can interpret EMG or neural signals to provide precise, real-time control of limbs. SNNs improve responsiveness while keeping power consumption low, enabling all-day operation. With on-device learning, such systems can continuously adapt to each user’s signal patterns and control behavior, improving over time without retraining [4].
• Continuous Rehabilitation Monitoring: AI-powered wearables can track muscle movements, gait patterns, or facial expressions for 24/7 monitoring. These devices can flag early signs of falls, pain, or emotional distress in patients who may struggle to communicate. Always-on operation makes long-term monitoring possible without constant recharging [9].
• A New Model for Edge AI in Medicine: Medical AI at the edge is becoming more feasible, secure, and personal. BrainChip’s Akida processor enables smart wearables, implants, and monitoring systems that run AI locally without compromising speed or data privacy. Future devices could track brain or heart signals in real time, adapting to individual health profiles without cloud dependency [10].
• Beyond Seizure Prediction: AI-powered systems have the potential to predict tremors in Parkinson’s patients before they occur, monitor stroke rehabilitation with greater precision, and detect early signs of cognitive or motor decline. These applications demand constant, adaptive analysis [7,8], something neuromorphic processors can deliver without compromising battery life or data privacy. BrainChip and Onsor are already exploring broader use cases, demonstrating how this platform can scale across multiple domains of personalized, real-time healthcare.
  
  
  

 

[manny100]

Thanks @itsol4605 Let's hope we keep Steve as I feel he is integral to our success.
At about the 24 min mark the host is talking about wearables and in particular his "aura ring" running out of battery.
Steve says "I can't really disclose" and then goes on to talk about how we are targeting the wearable industry.
Also at the 56 min mark Steve talks about a sponsored University race using drones fitted with Akida but that has not gone public yet.
Exciting times ahead.

Around 29 min mark he says we have a customer who pulled out their Jetson NVIDIA chips and put AKIDA in. He said Immediate 10 fold improvement. He then followed with anything that is moving is a collision risk for humans eg cars, robots.....etc.
Then follows on after a question that our chips out for taping can be radiation hardened which he says is suitable for one of our space customers.

 

[manny100]

Have a look!

Thanks, great video,
A few more points from Steve,
Thanks itsol4605, Awesome video. Some further comments:
35 min: Regarding a question about ear aids growth Steve said " I think we are seeing rapid adoption now". Backs up Seans comments in the AusxBis video.
43 min : Ear buds can be hearing aids.
Denoising via TENNs State based mode.
Neuromophic for input signal and TENNs for output
Can use a local LLM model on hearing aids for memory assistance. Steve used the example of a grand daughters name and age.
With the aging population this has the potential to be huge.
Later he talked about local LLMs being used in industry improving productivity and being on chip not letting competitors getting a chance to look at it.
48 min: Steve said we have a contract with the USAFRL and results surprised both Brainchip and the contractor and now expanding it.
Adding capabilities to radar that were not there before. AKIDA adds the ability to classify what it detects.
AKIDA also makes the devices much smaller. They work well in all weather etc.
This could well be huge.
Then he talks about this in Drones and Robotics.
Robotics though are in the evaluation stage.
To speed things up BRN are doing in radar and wearables for clients. This is way better than just throwing algorithms at clients and saying do it yourself.
Towards the end of the video Steve says we know all about (apple) "Air Tags, we now have "Brain Tags".
He said
54 min addresses a question why has it taken neuromorphic AI to find commercial applications. Explains in scientific terms and also in this context he said we have new tools which we will announce in the next month. He said this will be a huge advance for BRN.
He also said that people get to focused on the hardware but the software is what NVIDIA said is how it works - so Development Hub set up by BRN.

 

[7für7]

I’m at that stage of my BrainChip investment where I’m already crying happy tears and popping champagne on credit… because everything’s looking pretty damn grey right now.

Wohooo go Brainchip something is happening behind closed doors

 

[7für7]

I’m at that stage of my BrainChip investment where I’m already crying happy tears and popping champagne on credit… because everything’s looking pretty damn grey right now.

Wohooo go Brainchip something is happening behind closed doors

 

[Diogenese]

Thanks for posting. Steve is well spoken and understands the technology. Great viewing.

Looks like the RTX/USAF radar project has spawned a real winner - see-in-the-dark robots are just one application. The micro-Doppler radar project surprised RTX, USAF, and BRN. The initial model for this would have used RTX radar data, but apparently it can be applied to any radar signal. The micro-Doppler probably also provides much more precise Time-of-Flight (ToF) 3D outlines. No wonder Sean was excited. Can't wait for the patent.

Another revolutionary development is the "universal" model conversion tool for TENNs. This expands Akida's applicability in temporal applications.

The world is Akida's oyster!

 

[Doz]

Thanks, great video,
A few more points from Steve,
Thanks itsol4605, Awesome video. Some further comments:
35 min: Regarding a question about ear aids growth Steve said " I think we are seeing rapid adoption now". Backs up Seans comments in the AusxBis video.
43 min : Ear buds can be hearing aids.
Denoising via TENNs State based mode.
Neuromophic for input signal and TENNs for output
Can use a local LLM model on hearing aids for memory assistance. Steve used the example of a grand daughters name and age.
With the aging population this has the potential to be huge.
Later he talked about local LLMs being used in industry improving productivity and being on chip not letting competitors getting a chance to look at it.
48 min: Steve said we have a contract with the USAFRL and results surprised both Brainchip and the contractor and now expanding it.
Adding capabilities to radar that were not there before. AKIDA adds the ability to classify what it detects.
AKIDA also makes the devices much smaller. They work well in all weather etc.
This could well be huge.
Then he talks about this in Drones and Robotics.
Robotics though are in the evaluation stage.
To speed things up BRN are doing in radar and wearables for clients. This is way better than just throwing algorithms at clients and saying do it yourself.
Towards the end of the video Steve says we know all about (apple) "Air Tags, we now have "Brain Tags".
He said
54 min addresses a question why has it taken neuromorphic AI to find commercial applications. Explains in scientific terms and also in this context he said we have new tools which we will announce in the next month. He said this will be a huge advance for BRN.
He also said that people get to focused on the hardware but the software is what NVIDIA said is how it works - so Development Hub set up by BRN.

How did you miss this one Manny ?


Steve’s mate from Qualcomm started a new business , Aynak Inc .

10 months ago ,

 

[Boab]

How did you miss this one Manny ?


Steve’s mate from Qualcomm started a new business , Aynak Inc .




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10 months ago ,

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Perhaps this coincides with the time we thought we'd lost Steve. There was a bit of confusion and I think he was promoted?
Not sure if I'm remembering correctly?

 

[Food4 thought]

Looks like the RTX/USAF radar project has spawned a real winner - see-in-the-dark robots are just one application. The micro-Doppler radar project surprised RTX, USAF, and BRN. The initial model for this would have used RTX radar data, but apparently it can be applied to any radar signal. The micro-Doppler probably also provides much more precise Time-of-Flight (ToF) 3D outlines. No wonder Sean was excited. Can't wait for the patent.

Another revolutionary development is the "universal" model conversion tool for TENNs. This expands Akida's applicability in temporal applications.

The world is Akida's oyster!

love your work
lets get ready to enjoy the future or is it here already

 

[smoothsailing18]

Response from IR regarding Megachip IP agreement. This response suggested maybe their looking at the next version rather than a renewal of the original, IMO. All a guess tho.

Hi,

Thank you for your email.

BrainChip continue to monitor our ASX continuous disclosure obligations which are taken extremely seriously at a board and company level.

We note that the agreements you reference relate to the company's first-generation IP.

If we do decide to renew any material agreements, that decision would be made public via the ASX platform at the appropriate time, and in compliance with ASX continuous disclosure rules.

Best regards
BrainChip

 

[CHIPS]

Does anyone know this (new) company? https://unconv.ai/introducing-unconventional-ai/
What do you think about it?
....
To help us achieve this goal, we have raised $475 million in seed funding and the company is valued at $4.5 billion. The round was led by Lightspeed and Andreessen Horowitz, with participation from Sequoia, Lux Capital, DCVC, Future Ventures, Jeff Bezos, and many other amazing investing partners. Naveen Rao, cofounder and CEO, will personally be investing $10 million alongside others.

Unconventional: KI-Chip-Startup von Naveen Rao fordert Nvidia heraus

Unconventional Inc. von KI-Pionier Naveen Rao startet mit Milliardenbewertung und will Nvidia im KI-Chip-Markt herausfordern. Jetzt mehr erfahren!

maresmedia.se

AI pioneer Naveen Rao launches Unconventional: The billion-dollar startup that challenges Nvidia​

The AI chip market is about to get a new game-changer: Naveen Rao, multi-billionaire exit entrepreneur and AI visionary, is launching Unconventional Inc., aiming for a direct challenge to Nvidia. With planned funding of $1 billion and a valuation of $5 billion, this startup could revolutionize how we design AI hardware. The company is backed by heavyweights like Andreessen Horowitz, Lightspeed, and Lux Capital – a clear indication that something groundbreaking is in the making.

The serial entrepreneur with the Midas touch​

Naveen Rao's track record is impressive. As the founder of Nervana Systems, he achieved his first major exit in 2016 when Intel acquired the company for over $400 million. After serving as Intel's head of AI, he founded MosaicML in 2020, an AI model training startup, which he sold to Databricks just three years later for $1.3 billion.
With his latest venture, Rao returns to his roots: AI hardware. But this time with an even more ambitious vision. "It's a big leap... we're rethinking the foundations of a computer to create a new substrate for intelligence that's as efficient as biology," Rao announced at the launch of Unconventional in September 2025.
His expertise in neuroscience and computer architecture forms the perfect basis for his new goal: "Brain Scale Efficiency without the biological baggage!" – an efficiency like the human brain, but without its biological limitations.

A $5 billion startup straight from the cradle​

What sets Unconventional apart from other startups is its unprecedented funding structure. Rao has already raised hundreds of millions of dollars and plans to secure the remaining billion in tranches—an unusual but strategically astute approach that allows him to begin building immediately. This funding strategy reflects investors' immense confidence in Rao's vision and gives the company the firepower it needs to compete with industry giants like Nvidia.

The biologically inspired revolution against Nvidia's dominance​

In a market dominated by Nvidia with an estimated 70-95% share, Unconventional is taking a completely new approach. Instead of aiming for only marginal improvements to existing architectures, the startup is developing both custom silicon chips and the associated server infrastructure.
The focus on “biological efficiency” points to memory-centric, parsifting, or even neuromorphic approaches—technologies that could drastically reduce energy consumption per operation. This is particularly relevant because memory movements now account for the largest share of the power budget in large-scale AI inference.
This efficiency gain could be exactly the leverage Unconventional needs to prevail against Nvidia's established ecosystem. Because despite Nvidia's impressive 78% gross margin, there is a growing need for more energy-efficient solutions for AI workloads.

Market opportunities in the multi-hundred-billion-dollar segment​

The global AI chip market is expected to reach $40.79 billion in 2025 and, according to analysts, could grow to several hundred billion dollars annually by the end of the decade. This explosion in demand creates space for several winners – if they can properly align supply, ecosystem, and customer base.
With hundreds of billions in collective capital pledged by hyperscalers and AI companies, the question is not whether there is demand, but whether Unconventional can translate its biologically inspired vision into scalable, enterprise-ready technology.

The road to success: Why Unconventional could win​

While many AI chip startups struggle to get beyond pilot projects, Unconventional brings crucial advantages: Rao's track record, his technical know-how, and a network of top investors who have already supported his previous successes.
The biggest challenge will be overcoming Nvidia's established software ecosystem with CUDA and cuDNN. However, if Unconventional can combine a truly differentiated architecture with a pragmatic software strategy, it could quickly make it onto the shortlist of credible Nvidia alternatives.

The chip race has only just begun.​

Unconventional is more than just another hardware startup – it represents a fundamental paradigm shift in AI chip architecture. With a valuation of $5 billion even before actual product development, the company is setting new standards for AI hardware startups.
For tech investors and AI companies, Unconventional is definitely a company to keep an eye on. Whether Rao will land his third billion-dollar exit remains to be seen – but his vision of biologically inspired AI hardware could be exactly the breakthrough the industry needs for the next wave of AI.

 

[Jacob Kiraz]

Yes @Jacob Kiraz it's very frustrting but I'm luckily in a position where I can wait it out.
Hope you are too.

What position would that be

 

[FabricatedLunacy]

Response from IR regarding Megachip IP agreement. This response suggested maybe their looking at the next version rather than a renewal of the original, IMO. All a guess tho.

Hi,

Thank you for your email.

BrainChip continue to monitor our ASX continuous disclosure obligations which are taken extremely seriously at a board and company level.

We note that the agreements you reference relate to the company's first-generation IP.

If we do decide to renew any material agreements, that decision would be made public via the ASX platform at the appropriate time, and in compliance with ASX continuous disclosure rules.

Best regards
BrainChip

So Megachips out then...

 

[Boab]

What position would that be

I have no debt.

 

[Diogenese]

I have no debt.

Makes it hard to sing the Banana Boat song ...

 

[Boab]

Makes it hard to sing the Banana Boat song ...

I am still working but not as hard as those poor buggers.