BRN Discussion Ongoing

[Mea culpa]

Good Afternoon Chippers ,

Once again iv taken the liberty of stealing this from the other forum.

Cheers StockHound , these numbers also correspond with the last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024.

.

NOTE , The attached has been generated by ChatGPT.

View attachment 77588
View attachment 77590

View attachment 77589
View attachment 77591
View attachment 77592 View attachment 77593 View attachment 77594 View attachment 77595 Dam it , still can't cut and past the whole picture.

The crapper,
Poster , StockHound81
Today @ 11:00

If a savvy Chipper would be so kind as to retrieve this from the crapper site , and post for all to have a ponder.

Thankyou in advance.

#Well i certainly made mess of that , sorry all

Regards,
Esq.

Nah, my middle name’s Messy, Esq, and I don’t even put vanilla beans in me beer.

MMc.

 

[Taproot]

Spiking Neural Network Modeler (SpiNNMo) Phase II | SBIR.gov

legacy.www.sbir.gov

In order to meet the Navy’s need for a spiking neural network testing platform, ChromoLogic proposes to develop a Spiking Neural Network Modeler (SpiNNMo) capable of simulating a variety of neuromorphic hardware platforms. SpiNNMo is able to extract relevant performance parameters from a neuromorphic chip and then predict the chip’s performance on new networks and data. In this way SpiNNMo can predict accuracy, latency and energy usage for a wide variety of hardware platforms on a given neural network and dataset. This will allow the Navy to test the performance of new spiking neural network architectures and chipsets before the chips are widely available and therefore speed neuromorphic adoption.

 

[rgupta]

I 100% agree with you. The announcement was clear enough that subcontractor is assigned already.
But Isleki told us that TD is of the opinion that same is not done and TD assume brainchip will make a statement to market to that respect.
So donot know what is correct.
Dyor

So there is a clarity on DOD deal today about the contract. The contract is about changing existing code into neurophonic ( akida) which means the name of second partner will never be available because it is a top secret.
It may also means that Isleki is bluff us that TD had responded to him differently.
Dyor

 

[7für7]

So there is a clarity on DOD deal today about the contract. The contract is about changing existing code into neurophonic ( akida) which means the name of second partner will never be available because it is a top secret.
It may also means that Isleki is bluff us that TD had responded to him differently.
Dyor

Hummm what a surprise

 

[FJ-215]

So there is a clarity on DOD deal today about the contract. The contract is about changing existing code into neurophonic ( akida) which means the name of second partner will never be available because it is a top secret.
It may also means that Isleki is bluff us that TD had responded to him differently.
Dyor

Appendix 4C & Quarterly Activities Report for the Period Ended 31 December 2024

"BrainChip is currently in negotiations with a major defence industry contractor, to enter into a sub-
contractor agreement for the completion of the contract award."

If negotiations have reached a conclusion, is it unreasonable to expect that BRN would inform the market via the ASX platform? Don't care if the subcontractor is named or not. Don't care how many spelling mistakes are in the ann.

Just keep the market updated. Can't be that hard.

 

[manny100]

So there is a clarity on DOD deal today about the contract. The contract is about changing existing code into neurophonic ( akida) which means the name of second partner will never be available because it is a top secret.
It may also means that Isleki is bluff us that TD had responded to him differently.
Dyor

As we discovered earlier the Navy is transitioning to Neuromorphic AI. It appears that is the way all defence and security will go.

 

[Humble Genius]

Good Afternoon Chippers ,

Once again iv taken the liberty of stealing this from the other forum.

Cheers StockHound , these numbers also correspond with the last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024.

.

NOTE , The attached has been generated by ChatGPT.

View attachment 77588
View attachment 77590

View attachment 77589
View attachment 77591
View attachment 77592 View attachment 77593 View attachment 77594 View attachment 77595 Dam it , still can't cut and past the whole picture.

The crapper,
Poster , StockHound81
Today @ 11:00

If a savvy Chipper would be so kind as to retrieve this from the crapper site , and post for all to have a ponder.

Thankyou in advance.

#Well i certainly made mess of that , sorry all

Regards,
Esq.

Question: Esq: what price are you refering to when you mention, "...last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024."?

BTW a buyout between 0-12 months at $7p/s would be great

 

[Iseki]

Good Afternoon Chippers ,

Once again iv taken the liberty of stealing this from the other forum.

Cheers StockHound , these numbers also correspond with the last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024.

.

NOTE , The attached has been generated by ChatGPT.

View attachment 77588
View attachment 77590

View attachment 77589
View attachment 77591
View attachment 77592 View attachment 77593 View attachment 77594 View attachment 77595 Dam it , still can't cut and past the whole picture.

The crapper,
Poster , StockHound81
Today @ 11:00

If a savvy Chipper would be so kind as to retrieve this from the crapper site , and post for all to have a ponder.

Thankyou in advance.

#Well i certainly made mess of that , sorry all

Regards,
Esq.

The trouble is, is that no one can buy BRN and add $$ to their bottom line.

What failing mega companies usually do is acquire acretive companies so that they can add their profit to their own, and not incur any outgoings, and it looks to their shareholders that the company is being well run.

So we are not going to get any company looking to do this as we don't have any revenue. ie Intel, boeing, Northrop etc etc are out.

So who is left?

Well Frontgrade are privately owned - they don't have to spin a narrative to their share holders. They also are in our line of business - designing specialist chips for space and defense. They also want to keep whatever moat they have and yes, airbus does pay Eu90K per chip if it makes a 6 Million euro satelite work.

Frontgrade has licensed us.

So here is what is a probable scenario: Frontgrade owners will buy 10% BRN, get their specialist akida chips fabbed, build models for lots of things, and do what BRN always threatened to do - disrupt.

 

[SharesForBrekky]

Not sure if this is leading to anything but when I had a read through the Nintendo Switch 2 Wikipedia page, I came across something interesting:

"The new Joy-Con, besides being larger to match the larger console, attach to the console by snapping to the sides rather than using a rail system from the original Switch, and are removed using a small button on the Joy-Con that causes a cylinder in the Joy-Con to extend and push off from the main unit.[38] Industry rumors suggest the Joy-Con attachment to the main body is through magnetic attachment rather than a physical connector,[39] which had been desired in the original Switch design.[40][41] Reports state that the new Joy-Con will utilize Hall effect sensors for the joysticks rather than normal analog joysticks, which would address the drift issues that the original models had due to dust collecting within the analog system.[42] Journalists also noted the presence of an optical sensor on the Joy-Con, along with a re-designed wrist strap attachment that included a front button and pads, which the Joy-Con can slot into, believing this to indicate the Joy-Con could be used like a computer mouse.[39][43] The possible magnetic connections and mouse functionality were supported by multiple patents awarded to Nintendo in February 2025 for such functionalities in a game controller.[44][45]"

So I did a Google search on 'Hall sensor neuromorphic', and this came up:

"AI Overview
Hall sensors and Hall effect sensors can be used in neuromorphic computing, which is a brain-inspired approach to computing.

How Hall sensors are used:

Hall sensors can detect and measure magnetic fields.

Hall effect sensors can measure the magnitude and direction of magnetic fields.

Hall effect sensors can sense proximity, position, and speed.

How Hall sensors are used in neuromorphic computing:

Hall sensors can be used to create synapses, which are memory elements in neuromorphic computing.

Hall sensors can be used to create artificial neurons, which are computing elements in neuromorphic computing.

Hall sensors can be used to create neuromorphic spintronics, which are energy-efficient and scalable."

 

[Esq.111]

Question: Esq: what price are you refering to when you mention, "...last update on price compiled by RockerRothsGettyFellerChild LLC which stood at a conservative $7.117 Au on 9th July 2024."?

BTW a buyout between 0-12 months at $7p/s would be great

Evening Humble Genius ,

The ,RockerRothsGettyFellerChild LLC , was my attempt at humour, which has inputs from my workings on the numbers & what I belive to be a fair valuation at that time , needles to say there have been numerous entitys, partners etc added since then ..... so my fair price has risen since then .

A fellow Chipper may be able to locate & post my last report .

Obviously this is not and was not to be relied on as financial advice.

For what it's worth.... some time ago (4 to 5 years ago ) Deloitte had a fair , guestimat on our share price of some $16.00 Au from memory.
* This firm is certified for providing financial advice , on a global scale .

Love for the Deloitte report to be shared again also, if any Chipper has it close at hand , though out dated showes thay also saw the potential way back then.


Regards,
Esq.

 

[jtardif999]

Not sure if this is leading to anything but when I had a read through the Nintendo Switch 2 Wikipedia page, I came across something interesting:

"The new Joy-Con, besides being larger to match the larger console, attach to the console by snapping to the sides rather than using a rail system from the original Switch, and are removed using a small button on the Joy-Con that causes a cylinder in the Joy-Con to extend and push off from the main unit.[38] Industry rumors suggest the Joy-Con attachment to the main body is through magnetic attachment rather than a physical connector,[39] which had been desired in the original Switch design.[40][41] Reports state that the new Joy-Con will utilize Hall effect sensors for the joysticks rather than normal analog joysticks, which would address the drift issues that the original models had due to dust collecting within the analog system.[42] Journalists also noted the presence of an optical sensor on the Joy-Con, along with a re-designed wrist strap attachment that included a front button and pads, which the Joy-Con can slot into, believing this to indicate the Joy-Con could be used like a computer mouse.[39][43] The possible magnetic connections and mouse functionality were supported by multiple patents awarded to Nintendo in February 2025 for such functionalities in a game controller.[44][45]"

So I did a Google search on 'Hall sensor neuromorphic', and this came up:

"AI Overview
Hall sensors and Hall effect sensors can be used in neuromorphic computing, which is a brain-inspired approach to computing.

How Hall sensors are used:

Hall sensors can detect and measure magnetic fields.

Hall effect sensors can measure the magnitude and direction of magnetic fields.

Hall effect sensors can sense proximity, position, and speed.

How Hall sensors are used in neuromorphic computing:

Hall sensors can be used to create synapses, which are memory elements in neuromorphic computing.

Hall sensors can be used to create artificial neurons, which are computing elements in neuromorphic computing.

Hall sensors can be used to create neuromorphic spintronics, which are energy-efficient and scalable."

Now I read a post either here or on the crapper about TSMC producing chips that utilise spintronics

 

[Baneino]

I have the feeling that some people here are very tense about our beloved brainship. I can only recommend to stay calm and be patient, because brainship will make its way. I am very relaxed because my shares will stay put for at least another 18 years or more and there will be ups and downs that I will take with me. For me there is only one option and that is to buy, if anyone has no nerves I recommend maybe taking 30 to 40 days vacation and not looking at prices or what brainship is doing or not doing. I love you all. Best regards from Germany

 

[DingoBorat]

I have the feeling that some people here are very tense about our beloved brainship. I can only recommend to stay calm and be patient, because brainship will make its way. I am very relaxed because my shares will stay put for at least another 18 years or more and there will be ups and downs that I will take with me. For me there is only one option and that is to buy, if anyone has no nerves I recommend maybe taking 30 to 40 days vacation and not looking at prices or what brainship is doing or not doing. I love you all. Best regards from Germany

Not sure many here, have the luxury of waiting another 18 years, me included..

Some think A.S.I. will be here before the end of the decade now.
Nobody really knows what that will mean, but probably not good, at least further down the track.

I'm hoping we'll be full steam ahead, within the next couple.
Sean said we were on the cusp of recurring revenue (I think in the quarterly before last).

I reckon that relates to the Nintendo Switch 2, which will certainly get things rolling nicely, if correct.

 

[SharesForBrekky]

Now I read a post either here or on the crapper about TSMC producing chips that utilise spintronics

Here is a Google search on neuromorphic spintronics, which gives some interesting info on how Nintendo could incorporate and benefit from this:

"Spintronics-based neuromorphic computing, in the context of Nintendo, could potentially refer to the development of future gaming consoles or peripherals that utilize the principles of spintronics to create highly efficient, brain-like computing systems for advanced AI features within games, potentially leading to more realistic and responsive gameplay experiences with significantly lower power consumption compared to traditional processors; however, currently, there is no public information about Nintendo actively pursuing this technology in their consoles.

Key points to understand:

• Spintronics:
  A technology that leverages the spin of electrons to store and manipulate information, offering potential for faster, more energy-efficient computing compared to traditional electronics.
  
  
• Neuromorphic computing:
  A computing paradigm inspired by the human brain, aiming to mimic the structure and function of neurons and synapses for high-performance, low-power computation.

How it could benefit Nintendo:

• Advanced AI in games:
  By incorporating spintronic neuromorphic computing, Nintendo could develop more sophisticated AI opponents or non-player characters that exhibit more complex behaviors and adapt to player actions in real-time.
  
  
• Improved graphics and physics:
  This technology could potentially enable more realistic simulations of complex environments and physics due to its ability to handle large amounts of data efficiently.
  
  
• Power efficiency:
  Spintronics could lead to reduced power consumption in future consoles, potentially extending battery life for handheld devices.

Important considerations:

• Early stage of development:
  While research in spintronics and neuromorphic computing is promising, the technology is still in its early stages and may not be readily applicable to consumer electronics like Nintendo consoles in the near future.
• Technical challenges:
  Implementing spintronic devices at the scale required for gaming consoles presents significant engineering challenges."

 

[Boab]

Pretty positive week i thought.
Last Fridays close of 28c and yesterday closing at 31c.
No announcements apart from employee incentive options.
And yesterday was the largest volume traded for the week.
Better that drifting back to the mid or low 20's
Looking forward to the coming months with excitement and a few corks ready to pop.

 

[Bravo]

Howdy All,

I just stumbled upon this research paper titled "A Diagonal State Space Model on Loihi 2 for Efficient Streaming Sequence Processing." It is currently under double-blind review for the International Conference on Learning Representations (ICLR) 2025, which will take place from 24–28 April, 2025.

As the title suggests, the paper focuses on Intel's Loihi 2. While it doesn’t mention BrainChip’s Akida technology, it is still highly relevant to us, as Loihi 2 and Akida are frequently compared as cutting-edge neuromorphic computing platforms.

The study highlights Loihi 2’s exceptional efficiency in online token-by-token inference, stating that it "consumes approximately 1000x less energy with a 75x lower latency and a 75x higher throughput compared to the recurrent implementation of n-S4D on the Jetson GPU."

It also states "our results provide the first benchmarks of an SSM on a neuromorphic hardware platform versus an edge GPU, comparing both the recurrent and convolution modes and revealing the differences in energy, latency, throughput, and task accuracy. To the best of our knowledge, this is the most holistic picture to date of the merits of neuromorphic hardware for SSM efficiency."

The authors emphasize the broader impact of their findings, stating:

"Our work and potential optimizations and extensions can be applied and tested in real-world streaming use cases, such as keyword-spotting, audio denoising, vision for drone control, autonomous driving, and other latency- or energy-constrained domains."

While I’m not as technically proficient as many in this forum, it stands to reason that if Loihi 2 demonstrates extreme efficiency in online token-by-token inference, the same should apply to BrainChip’s Akida neural processor.

If so, this would be yet another strong validation that Akida is ideally suited for applications requiring low latency and ultra-low power consumption such as robotics, autonomous vehicles, and speech enhancement.




Extract 1

Extract 2

https://openreview.net/pdf/0978c21ea95442d247a9f0185f930e0b45dd9806.pdf

 

[jrp173]

I have the feeling that some people here are very tense about our beloved brainship. I can only recommend to stay calm and be patient, because brainship will make its way. I am very relaxed because my shares will stay put for at least another 18 years or more and there will be ups and downs that I will take with me. For me there is only one option and that is to buy, if anyone has no nerves I recommend maybe taking 30 to 40 days vacation and not looking at prices or what brainship is doing or not doing. I love you all. Best regards from Germany

Great that you are happy to stay put for another 18 years, but some of us have already been invested for 10 years, and would like to see some results sooner rather than later. I think I've been more than patient enough!

 

[Bravo]

Not sure many here, have the luxury of waiting another 18 years, me included..

Some think A.S.I. will be here before the end of the decade now.
Nobody really knows what that will mean, but probably not good, at least further down the track.

I'm hoping we'll be full steam ahead, within the next couple.
Sean said we were on the cusp of recurring revenue (I think in the quarterly before last).

I reckon that relates to the Nintendo Switch 2, which will certainly get things rolling nicely, if correct.

Hi Dingo,

Assuming our technology is involved in Nintendo Switch 2, I've been trying to get a feel for the type of revenue we could expect once sales start to ramp up.

I asked ChatGPT, how many Switch 2's would be projected to be sold each year on the basis of past sales and it said:

"Based on historical sales data and industry projections, the Nintendo Switch 2 is expected to achieve significant sales figures in its initial years. Analysts project that the console will sell between 15 and 17 million units in its first year, with total sales surpassing 80 million units by 2028." famiboards.com

For context, the original Nintendo Switch, released in 2017, has sold over 150 million units as of December 2024, making it one of Nintendo's most successful consoles.

As far as understand it, royalty calculations would depend on several factors, including licensing agreements and the pricing model used.

OPTION 1) The most common calculation appears to be "Per-Unit Royalty".

• Example: If the agreed royalty is $1 per unit and Nintendo sells 20 million units, BrainChip would earn $20 million in royalties.

OPTION 2) Another calculation could be "Percentage of Product Revenue" similar to how ARM sometimes structures deals.

• Example: If Nintendo sells the console for $400 and BrainChip gets 0.5% of sales, that’s $2 per unit.

According to the two options above, and so long as the analysts are actually correct about the projected 80 million units expected to being sold by 2028, then that would equate to the following potential revenue over the next 2.5 years.

• UNDER OPTION 1) $80 million
• UNDER OPTION 2) $160 million

Obviously, these figures are just an example only because I have no idea what price or percentage per unit BrainChip has negotiated.

I guess, we're all going to know at a certain point, once sales start, whether we begin to see those sales reflected in our Quarterly Reports. If revenue comes in around this time-frame, it'll be pretty darn oblivious it's from Megachips, because it's not like we have an other potential opportunities that would sell that sort of quantity of units.

And, if we don't receive any revenue at all by October, then I'd say it would be fairly obvious we are not involved and we'll all have to toddle off to the pub to drown our sorrows.

 

[Diogenese]

... or we could start preemptory sorrow-drowning now, and be nicely primed when we are proven wrong.

 

[Bravo]

How good would it be if Arm decides to incorporate our technology into it's own chips to set it apart from other chip companies offerings?

Recent reports indicate that Arm intends to launch the chip by mid-2025, with expectations to unveil it as early as this summer.

Since Arm already has access to our technology, they could already be testing it as part of their prototype, so presumably they wouldn't have to obtain a licence from us until just prior to the launch.

It wouldn't be a stretch to think that our technology would be a competitive differentiation for Arm against Qualcomm because of Qualcomm's focus on edge AI applications and low-power AI. Given the legal disputes over Nuvia, Arm would probably want to push further into AI acceleration to gain an edge over Qualcomm and reduce its reliance on licensing revenue from them.

For what it's worth, here's what ChatGPT had to say about why integrating BrainChip’s neuromorphic technology could be a very smart move for Arm.

Arm recruits staff from customers to make its own chips

Arm is recruiting staff from its own customers and it is competing with them to win deals as the company works to sell its own chips. This is reported by

www.techzine.eu

https://www.reuters.com/technology/arm-recruits-customers-it-plans-sell-its-own-chips-2025-02-13/