It’s not his fault actually… the media is just too incompetent to name it as it should be called! NEURALINK!! Elon, neuralink and brainchip…. What is that? this is not even helpful for brainchip to be honest.
Hi Gazza,![]()
Top Neuromorphic Computing Stocks for 2025: Ranked by Pure-Play Focus
This guide covers the top neuromorphic computing stocks and companies for investors to watch, ranked by their pure-play focus.exoswan.com
Extract:-
“
Tier 1: Pure-Play Neuromorphic Computing Stocks
The pure-play neuromorphic computing stocks represent the cutting edge of this nascent industry. These companies stake their entire business model on the potential of these brain-inspired chips. While this focus creates higher risk, it also offers the most direct exposure for investors bullish on neuromorphic computing. With only one public company currently in this tier, it underscores just how early we are in the neuromorphic computing market.
BrainChip Holdings (ASX: BRN)
BrainChip Holdings (ASX: BRN) is a first-mover in commercial neuromorphic computing, with a focus on energy-efficient edge AI.
Australia-based BrainChip is a pioneer in commercializing neuromorphic computing, focusing on edge AI solutions. The company has developed an Edge AI platform that combines innovative silicon IP, software, and machine learning. This platform includes the Akida neuromorphic processor. Akida is designed to process information in a way that mimics the human brain from a fundamental hardware level. This “imitation” goes beyond the deep neural networks used in today’s AI models.
Brainship enjoys first-mover advantage in commercial neuromorphic computing. The company’s technology has several unique features, including microwatt power consumption and on-chip learning, while being able to support standard machine learning workflows. In fact, it offers a claimed 5-10x improvement in performance-per-watt over traditional AI accelerators. This would make the Akida chip ideal for battery-powered devices, edge computing, and in-sensor intelligence.
The company is pursuing a flexible business model centered on high-margin IP licensing. This strategy involves upfront license fees and ongoing royalties, which could provide steady revenue as adoption grows. BrainChip’s intellectual property portfolio includes 17 granted patents and 30 pending patents. The company’s team consists of 80% engineers, with 15% holding PhDs from leading AI research programs. BrainChip is also building partnerships with system integrators, including MegaChips, Prophesee, and SiFive.”
Hi Gazza,
Thanks for this. We've seen a couple of articles along this line, which allow me to maintain my illusion about software as a product.
As you may or may not know, I've been posting about the possibility of our EAPs using Akida simulation software, particularly after the emergence of Akida 2 + TeNNs more than 30 months ago, with Valeo and MB using software for signal processing. This sentence from the article again adds more grist to that rumor mill:
"The company has developed an Edge AI platform that combines innovative silicon IP, software, and machine learning."
To repeat myself, no potential user would commit to Akida 2 in silicon while the tech was in a state of flux. The use of software AI is not so problematic in ICEs as it is in EVs, but from what we've heard about TeNNs, the power and latency could be tolerated in EVs using TeNNs in software. Of course, the software would sensibly include the full Akida 2 simulation including TeNNs, or TeNNs could be used on its own. Software can be readily updated as new developments are implemented, whereas silicon is set in stone.
It's been several months since Anil announced the proposed tapeout of Akida 2, which suggests that the development had reached a satisfactory plateau of stability sufficient for the company to commit to silicon. The tapeout was subsequently "delegated" to a mysterious "other" - the rest is silence.
The SPP talks about developing a cloud-based FPGA demonstration setup, again, not a tapeout. This would be a cheaper way to obtain customer feedback than taping out and making a batch of "engineering sample" chips.
Presumably the mysterious "other" would want to be in on the results of the cloud feedback before going to silicon.
Does this mean that we need to wait for the cloud FPGA venture to provide meaningful results before the tapeout can be implemented? - sigh!
Does it follow that BRN will become a software provider, at least in the short term?
Hi @Diogenese,Hi Gazza,
Thanks for this. We've seen a couple of articles along this line, which allow me to maintain my illusion about software as a product.
As you may or may not know, I've been posting about the possibility of our EAPs using Akida simulation software, particularly after the emergence of Akida 2 + TeNNs more than 30 months ago, with Valeo and MB using software for signal processing. This sentence from the article again adds more grist to that rumor mill:
"The company has developed an Edge AI platform that combines innovative silicon IP, software, and machine learning."
To repeat myself, no potential user would commit to Akida 2 in silicon while the tech was in a state of flux. The use of software AI is not so problematic in ICEs as it is in EVs, but from what we've heard about TeNNs, the power and latency could be tolerated in EVs using TeNNs in software. Of course, the software would sensibly include the full Akida 2 simulation including TeNNs, or TeNNs could be used on its own. Software can be readily updated as new developments are implemented, whereas silicon is set in stone.
It's been several months since Anil announced the proposed tapeout of Akida 2, which suggests that the development had reached a satisfactory plateau of stability sufficient for the company to commit to silicon. The tapeout was subsequently "delegated" to a mysterious "other" - the rest is silence.
The SPP talks about developing a cloud-based FPGA demonstration setup, again, not a tapeout. This would be a cheaper way to obtain customer feedback than taping out and making a batch of "engineering sample" chips.
Presumably the mysterious "other" would want to be in on the results of the cloud feedback before going to silicon.
Does this mean that we need to wait for the cloud FPGA venture to provide meaningful results before the tapeout can be implemented? - sigh!
Does it follow that BRN will become a software provider, at least in the short term?
Did we jump the gun by going the IP route?Hi @Diogenese,
One question I would have for Sean, is, how do we provide yield numbers for Akida 2 without proving it out in silicon? Yes, we have AKD 1000/1500 from two different foundries but no commercial runs to speak of.
If I remember the ARM history correctly, they were on their 4th or 5th run of commercial chips before going down the IP route that BRN is trying to copy.
Who knows, maybe a mix of the two.Did we jump the gun by going the IP route?
Or are we ahead of the game?
Researchers at UC Irvine’s Cognitive Anteater Robotics Laboratory (CARL), led by Jeffrey Krichmar, have been experimenting with AKD1000:
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GitHub - UCI-CARL/CARLsimPP
Contribute to UCI-CARL/CARLsimPP development by creating an account on GitHub.github.com
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This is the paper I linked in my previous post, co-authored by Lars Niedermeier, a Zurich-based IT consultant, and the above-mentioned Jeff Krichmar from UC Irvine.
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The two of them co-authored three papers in recent years, including one in 2022 with another UC Irvine professor and member of the CARL team, Nikil Dutt (https://ics.uci.edu/~dutt/) as well as Anup Das from Drexel University, whose endorsement of Akida is quoted on the BrainChip website:
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Lars Niedermeier’s and Jeff Krichmar’s April 2024 publication on CARLsim++ (which does not mention Akida) ends with the following conclusion and the acknowledgement that their work was supported by the Air Force Office of Scientific Research - the funding has been going on at least since 2022 -
and a UCI Beall Applied Innovation Proof of Product Award (https://innovation.uci.edu/pop/)
and they also thank the regional NSF I-Corps (= Innovation Corps) for valuable insights.
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Their use of an E-Puck robot (https://en.m.wikipedia.org/wiki/E-puck_mobile_robot) for their work reminded me of our CTO’s address at the AGM in May, during which he envisioned the following object (from 22:44 min):
“Imagine a compact device similar in size to a hockey puck that combines speech recognition, LLMs and an intelligent agent capable of controlling your home’s lighting, assisting with home repairs and much more. All without needing constant connectivity or having to worry about privacy and security concerns, a major barrier to adaptation, particularly in industrial settings.”
Possibly something in the works here?
The version the two authors were envisioning in their April 2024 paper is, however, conceptualised as being available as a cloud service:
“We plan a hybrid approach to large language models available as cloud service for processing of voice and text to speech.”
The authors gave a tutorial on CARLsim++ at NICE 2024, where our CTO Tony Lewis was also presenting. Maybe they had a fruitful discussion at that conference in La Jolla, which resulted in UC Irvine’s Cognitive Anteater Robotics Laboratory (CARL) team experimenting with AKD1000, as evidenced in the video uploaded a couple of hours ago that I shared in my previous post?
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GCtronic
www.gctronic.com
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Intel Foundry Achieves Major Milestones
Intel 18A powered on and healthy, on track for next-gen client and server chip production next year.
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BrainChip is an IP Partner of IFS. Worth reading the second link as well.
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![]()
Intel Foundry Achieves Major Milestones
Intel 18A powered on and healthy, on track for next-gen client and server chip production next year.www.intel.com
![]()
Kevin O’Buckley Talks Progress on Intel 18A
New Foundry Services leader reveals why he came to Intel, excitement for the foundry business and why Intel 18A matters to the future of computing.www.intel.com
Changes are being made.
Big ones
![]()
BrainChip Appoints New CMO, Enhances Scientific Advisory Board
LAGUNA HILLS, Calif., August 07, 2024--BrainChip Appoints New CMO, Enhances Scientific Advisory Boardfinance.yahoo.com
Changes are being made.
Big ones
![]()
BrainChip Appoints New CMO, Enhances Scientific Advisory Board
LAGUNA HILLS, Calif., August 07, 2024--BrainChip Appoints New CMO, Enhances Scientific Advisory Boardfinance.yahoo.com
FNU Sidharth, a Graduate Student Researcher from the University of Washington in Seattle, will be spending the summer as a Machine Learning Engineering Research Intern at BrainChip:
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Bingo!
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https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-425543
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If you read his summary he has left the R and D life to a more towards public policy type work.… and small ones, too:
Merci beaucoup et au revoir, Sébastien Crouzet…
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… and welcome to another University of Washington summer intern - Justin-Pierre Tremblay!
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