BRN Discussion Ongoing
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TheUnfairAdvantage
Regular
No likes from any Brainchip personnel (yet).
Bravo
If ARM was an arm, BRN would be its biceps💪!
Edge Impulse - The Leading Edge AI Platform
Edge Impulse is the leading development platform for machine learning on edge devices.
edgeimpulse.com
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At bit early for the US based personal.
So that acquisition happened at Embedded World where BRN will also be represented by no other than Dr. Tony Lewis bringing some goodies under his arm. As I recall, we have one BRN employee permanently based in Germany, but they are sending Dr Lewis over as enforcements with capital E!
Interesting times!
https://brainchip.com/embedded-world-2025-march-11-13/
So…. 5 dollars by end of the week you say? Jeez I’m somehow confused… and the week just started
The Pope
Regular
Well that appears to be conflicting a bit to the advice I received from Australian Super BUT I don’t know how you worded the question to Australia Super about the proposed potential delisting from ASX and transferring to a overseas exchange in US. I’m going to send Australian Super a email and see how much different a response I get compared to yours.
supersonic001
Regular
Edge Impulse to join Qualcomm Technologies! | Edge Impulse (a Qualcomm company)
Edge Impulse to join Qualcomm Technologies! Edge Impulse is pleased to announce that we have entered into an agreement to be acquired by Qualcomm Technologies. This agreement marks an exciting new chapter, opening up new opportunities to scale our technology and impact. Our team and mission...
Wow !
Bravo
If ARM was an arm, BRN would be its biceps💪!
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Edge Impulse - The Leading Edge AI Platform
Edge Impulse is the leading development platform for machine learning on edge devices.
Don't know why there isn't more conversation around this because it's pretty big news as far as I'm concerned.
Acquiring Edge Impulse gives Qualcomm a competitive advantage in the edge AI and tinyML space. Edge Impulse is, as we know, a leading platform for developing machine learning models for edge devices. With this acquisition, Qualcomm gains direct access to a large developer base, tools, and AI/ML models optimized for edge computing.
Qualcomm now controls a toolchain that many developers use for AI applications and they could either continue supporting BrainChip or shift the focus to Qualcomm’s own AI solutions.
If Qualcomm sees value in BrainChip’s neuromorphic technology, it could leverage this aquiaition as a bridge for collaboration rather than competition. The question is, will they?
Pitt Street in June'24 valued BRN at $US2bill.
With all the activity validating our IP since Sept'24 and likely to continue i expect we will see another Pitt Street report later this year with a higher valuation.
FiveBucks
Regular
I’m not being pessimistic, just realistic. I think Edge Impulse has some key partners they work with to offer solutions in this space. Like I said, I’m just keeping it grounded—speculation has led nowhere so far, no matter how promising the product specs looked. I’ll just wait for official news. I’m done with the emotional rollercoaster. I mean, we already know BrainChip has great products and that they could be integrated into pretty much anything. Now it’s time for some real facts.
I presume Edge Impulse partnered with us because we make the Edge Impulse product better. In turn Dragonwing gets the neuromorphic AI it can only get from a 3rd party.I'm not sure if that's a good or a bad thing?..
As Qualcomm could "direct" the design and development direction..
Qualcomm to Bolster AI and IoT Capabilities with Edge Impulse Acquisition | Qualcomm
Enables more than 170,000 developers to create, deploy, and monitor AI models for a wide range of edge applications and hardwarewww.qualcomm.com
"Qualcomm Technologies anticipates giving developers on Edge Impulse’s platform the ability to target Qualcomm Dragonwing™ processors, which feature superior on-device AI inferencing, computer vision, graphics and processing capabilities [Qualcomm Developer Blog]. Integration with Qualcomm® AI Hub enhances the optimization of AI models for Qualcomm Technologies’ platforms, leading to a peak of up to 4x increased inference performance, and reduced model size and memory footprint. Edge Impulse currently supports Dragonwing QCS6490 and QCS5430 processors and is scheduled to add support for additional Dragonwing processors for industrial and embedded IoT applications. Edge Impulse will maintain its current website (branded as “Edge Impulse, a Qualcomm company”) and remains dedicated to supporting developers and ecosystem partners"
It does say Edge Impulse "remains dedicated to supporting developers and ecosystem partners" but what influence, will they bear on encouragement or accessibility, of one over another?..
We all know the benefits of using AKIDA 1000.
Bravo
If ARM was an arm, BRN would be its biceps💪!
For what it's worth, although I’m sure it’s not much, I always felt Qualcomm had more to gain by siding with us. That said, I honestly wouldn’t know a semiconductor from a piece of toast.
My thoughts tend to focus on "efficiency", and I’m not convinced Qualcomm can match us when it comes to ultra-low power performance???
Qualcomm have been circling around Prophesee, but Prophesee seemingly found its perfect match with us. So, let’s just wait and see how this plays out.
From my completely non-technical perspective, I’ve always thought Qualcomm’s real challenge lay in areas like gesture recognition where an event-based, ultra-low power approach (i.e. Prophesee+BrainChip) might be the answer. They have always touted their "low power" capabilities, but I’ve had the feeling that we might present an opportunity to help them improve.
Time will tell.
My thoughts tend to focus on "efficiency", and I’m not convinced Qualcomm can match us when it comes to ultra-low power performance???
Qualcomm have been circling around Prophesee, but Prophesee seemingly found its perfect match with us. So, let’s just wait and see how this plays out.
From my completely non-technical perspective, I’ve always thought Qualcomm’s real challenge lay in areas like gesture recognition where an event-based, ultra-low power approach (i.e. Prophesee+BrainChip) might be the answer. They have always touted their "low power" capabilities, but I’ve had the feeling that we might present an opportunity to help them improve.
Time will tell.
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They actually back up their valuation:
Industry deals as a guide
In our report on BrainChip from August 2021, we valued the company using the Habana acquisition by Intel in 2019. At the time, Intel paid US$2BN for Habana, a pre-revenue Israel-based AI startup. This translated into A$1.50 per fully diluted BrainChip share. At the time, Habana was slightly ahead of BrainChip in terms of product launches with its Goya and Gaudi chip launches in 2018 and 2019. Today, BrainChip also has products on the market and has received license fees from multiple customers. In other words, we believe that US$2BN valuation for Habana is still a pretty good guide for BRN potential valuation at the moment.
Value of A$1.59 per share
Using the Habana valuation to value BrainChip, we arrive at a value of A$1.59 per fully diluted share (AUD/USD = 0.66). While this is substantially higher than today’s share price, BrainChip shares have been as high as A$2.34 in January 2022. Back then, the share price was driven by news around a major car manufacturer using Akida in one of its concept cars. We believe this illustrates how well the share price can potentially respond to good news.
We are now way, way ahead of Habana at the time it was taken over.
Also reports are their business. If they wrote dodgy reports, they would be out of business very quickly.
See page 19.
So is this why BRN has ben hedging its bets with other "Enablement Partners"?
https://brainchip.com/partners/
Correct me if i am wrong but i believe Edge Impulse itself is not a neuromorphic system. It is a machine learning development platform. AKIDA 1000 gives Edge Impulse access to Neuromorphic capabilities.
The Qualcomm core is a traditional system. If it wants Neuromorphic capabilities it has to import it from a 3rd party.
Qualcomm may or may not want Edge Impulse for what it has developed using AKIDA 1000?
Its wait and see.
The Qualcomm core is a traditional system. If it wants Neuromorphic capabilities it has to import it from a 3rd party.
Qualcomm may or may not want Edge Impulse for what it has developed using AKIDA 1000?
Its wait and see.
JoMo68
Regular
I can’t help but feel this isn’t great for us…
Edge Impulse to join Qualcomm Technologies! | Edge Impulse (a Qualcomm company)
Edge Impulse to join Qualcomm Technologies! Edge Impulse is pleased to announce that we have entered into an agreement to be acquired by Qualcomm Technologies. This agreement marks an exciting new chapter, opening up new opportunities to scale our technology and impact. Our team and mission...www.linkedin.com
Wow !
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I hope we’re not squeezed out and replaced by Qualcomm tech. I hope I’m way off the mark though 
Qualcomm tech is a traditional core system. If it wants Neuromorphic AI it has to import it from a 3rd party.I can’t help but feel this isn’t great for us…
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