BRN Discussion Ongoing

[White Horse]

Just Up

https://www.linkedin.com/posts/brai...p&rcm=ACoAADDiEIwBjYqxVppXuQtYvrrz7uvUft3uTeU




BrainChip BrainChip 30,673 followers30,673 followers 50m •
50 minutes ago • Visible to anyone on or off LinkedIn

The BrainChip Product Team had a chance to sit down with Neil Barbour of S&P Global at Augmented World Expo last week to discuss our new eye-tracking solution. Our ultra-low AI acceleration processor IP runs edge workloads with single-digit milliwatt efficiency for devices you can wear all day, uninterrupted. Akida also pairs with event-based sensors to capture motion rather than full video, enabling privacy at the source.

If you’re a current S&P Global subscriber, read more here: https://lnkd.in/gRdY8AzW

 

[cosors]

Evening neuromut,

Fuck off.

Esq.

I love your scalpel-like wisdom.

me

cosors

 

[AusEire]

1 ply! That's living in the fast lane!

If you fold it onto itself it becomes 2 ply

 

[7für7]

Just Up

https://www.linkedin.com/posts/brai...p&rcm=ACoAADDiEIwBjYqxVppXuQtYvrrz7uvUft3uTeU




BrainChip BrainChip 30,673 followers30,673 followers 50m •
50 minutes ago • Visible to anyone on or off LinkedIn

The BrainChip Product Team had a chance to sit down with Neil Barbour of S&P Global at Augmented World Expo last week to discuss our new eye-tracking solution. Our ultra-low AI acceleration processor IP runs edge workloads with single-digit milliwatt efficiency for devices you can wear all day, uninterrupted. Akida also pairs with event-based sensors to capture motion rather than full video, enabling privacy at the source.

If you’re a current S&P Global subscriber, read more here: https://lnkd.in/gRdY8AzW

As a BrainChip investor, I really don’t think I should have to pay extra just to get more information thanks.….

WHERE IS MY MONEEEY!!??!!

 

[manny100]

With the total neuromorphic market predicted to increase from $24 mill in 2024 to $822 mill by 2029 and $8353 mill by 2034 it was a no brainer for BRN to introduce the Developer Hub. Brilliant move!!.
BrainChip’s Developer Hub is a platform that provides tools, documentation, and resources for developers working with their Akida neuromorphic processors. It’s designed to help them build and deploy AI models that run efficiently on Brainchip’s hardware.
The Hub is a strategic move that gives the company a serious edge in neuromorphic AI.
Some advantages:

• Accelerated Development: The Hub provides a centralized portal with tools, documentation, and pre-trained models, making it easier and faster for developers to build and deploy AI applications on Brainchip’s Akida platform.
• MetaTF Toolkit Integration: It includes the MetaTF 2.13 toolkit, which supports seamless conversion, quantization, and deployment of machine learning models. This compatibility with popular frameworks like Keras and ONNX means developers can prototype and optimize without reinventing the wheel.
• Showcasing Akida’s Strengths: By offering high-efficiency models like eye-tracking and gesture recognition, the Hub demonstrates the real-world power of Akida’s event-based processing—ultra-low power, low latency, and high accuracy.
• Ecosystem Building: It fosters a developer community around Akida, encouraging innovation and adoption. That’s a long-term play to make BrainChip’s tech the go-to for edge AI.
• Market Differentiation: With a user-friendly, well-supported development environment, Brainchip positions itself as more than just a chipmaker—it becomes a full-stack AI solution provider.

The Hub is a catalyst for Brainchip’s growth (see growth estimates slide 6 of the 2025 presentation) and a place for developers who want to build smarter, faster, and greener AI at the edge.

 

[manny100]

Brainchip has released two standout models on its Developer Hub that really show off the power of their Akida neuromorphic platform:

1. Eye-Tracking Model Designed for smart glasses and wearables, this model delivers over 99% accuracy with less than 2-pixel mean error.
   It uses just 219,000 parameters and boasts over 70% sparsity, which means it’s incredibly efficient for real-time, low-power applications. It’s built on Brainchip’s proprietary TENNs (Temporal Event-based Neural Networks), allowing it to process only motion-relevant data—perfect for privacy-conscious, always-on devices.
2. Gesture Recognition Model This one’s optimized for embedded systems like consumer electronics, robotics, and smart home devices. It achieves 97% accuracy on the IBM DVS128 dataset using just 165,000 parameters. Thanks to Akida’s event-based processing and high-speed vision sensors, it delivers ultra-low latency and power consumption without sacrificing precision.

Both models are designed to be plug-and-play for developers using the MetaTF toolkit, making it easier to prototype and deploy edge AI solutions that are fast, efficient, and scalable.
BRN looks to be on a big winner with the Hub. The hub complements what Edge Impulse offers EXCEPT our Hub is for BRN only and why not with the Neuromorphic growth predictions. This will help BRN maintain its leadership position.

 

[manny100]

Developers wishing to build eye tracking for smart glasses or gesture recognition devices BRN (see above post) have been spoon fed by having the 2 models mentioned above on the Hub. Developers simply just have to build it into the device they are working on.
EG, hand signal for alerts to caregivers in real time and low power, home appliance gestures and gestures for acknowledging reminders.
An eye tracker and gesture recognition for example can be used for sorting products or recycling. Of course gesture can be substituted by verbal if required.
The possibilities are endless.
Well done brainchip.

 

[smoothsailing18]

It is a specialist product so it needs such a hub otherwise developers would walk away.
I wonder how long this has been under development prior to the recent release.
I hope it was one of Sean’s first task when he took the CEO position. Ether way great to see and looking forward to the future overall.

 

[Bravo]

This is the BRN white paper on cybersecurity which in fact found it's way into my online feed:


https://brainchip.com/wp-content/up...nger-in-AI-Computing-for-Cybersecurity_v3.pdf


The paper includes a couple of tables comparing Akida 1 with Loihi 2, and at the end says that Akida 2 is even better.

I think this is the only cybresecurity SoC. Everything else if software. Silicon logic is faster than software. With the ever increasing reliance on the interweb, it is essential to have the most effective cybersecurity.

We developed cybersecurity with Quantum Venture (CyberNeuro-RT) in an SBIR for US Dept of Energy. We are now offering an M2 (credit card size) PCB with Chelpis.

https://brainchip.com/brainchip-and-quantum-ventura-partner-to-develop-cyber-threat-detection/

https://www.chelpis.com/post/brainchip-collaborates-with-chelpis-mirle-on-security-solution

Every home should have one (or two, ...)

Hi Diogenese,

Thanks for the reminder on the cybersecurity white paper!

Quick question - do you know if there has been any public confirmation that the Quantum Ventura CyberNeuro-RT project uses the Akida 1000 chip on an M.2 card?

Secondly, given Akida 2.0’s improved performance, I’d have thought Quantum Ventura might wait to release anything commercial until they can leverage the upgraded version. If that's the case, do you think it’s likely they’ve put things on hold until the silicon version of Akida 2.0 is available in Q1 next year?





Extract from the white paper.

 

[manny100]

Hi Diogenese,

Thanks for the reminder on the cybersecurity white paper!

Quick question - do you know if there has been any public confirmation that the Quantum Ventura CyberNeuro-RT project uses the Akida 1000 chip on an M.2 card?

Secondly, given Akida 2.0’s improved performance, I’d have thought Quantum Ventura might wait to release anything commercial until they can leverage the upgraded version. If that's the case, do you think it’s likely they’ve put things on hold until the silicon version of Akida 2.0 is available in Q1 next year?





Extract from the white paper.
View attachment 87416

Not sure but there are no Gen 2 chips to test the QV cybersurity with so I guess for now it's the AKUDA 1000 or 1500.

 

[smoothsailing18]

Not sure but there are no Gen 2 chips to test the QV cybersurity with so I guess for now it's the AKUDA 1000 or 1500.

There's is IP, no chip required

 

[Fullmoonfever]

Hopefully we get to see a full working pair of Nexa glasses in the wild in Sept.

3 months ago Ali Al Shidhani posted his congrats to Onsor and a comment on the post by Sadiq Khan indicated the hope to show them at the upcoming Comex Global Tech show.

Ali Al Shidhani, PhD’s Post​

Ali Al Shidhani, PhD
Undersecretary for Communications and Information Technology at Ministry of Transport, Communications and Information Technology
3mo

Congratulations to Team Onsor on unveiling a breakthrough wearable prototype equipped with neuromorphic computing to predict seizures - an hour before they occur. This innovative device has the potential to transform the lives of 50 million epilepsy patients worldwide. Omani startups are tackling major challenges and serving humanity. A proud moment for Oman





Sadiq Khan
Chairman - Sadiq Khan Foundation & Group of Companies
3mo

Incredible innovation that can help possibly 50 million epilepsy patients is a great breakthrough. Medtech innovation from Oman for the world . Hope to show this and more innovations at COMEX: Global Technology Show Amr Abdullah Baabood عمرو عبدالله باعبود Abdullah Baabood Anjum Khan

Health Tech – COMEX

comex-global.com

 

[Beebo]

With a total neuromorphic market increasing from $24M to $822M in 5 years gives you a Compound Annual Growth Rate of 105%.

therefore, if BRN books $9M in 2025 means we got $9M worth of $48M market, which is around 18% market share.

so in theory, in 2029 BRN will be be making around $147M…

who can dare to put a valuation on a company making that much in a strong growth market?

BOOM!

 

[Diogenese]

Hi Diogenese,

Thanks for the reminder on the cybersecurity white paper!

Quick question - do you know if there has been any public confirmation that the Quantum Ventura CyberNeuro-RT project uses the Akida 1000 chip on an M.2 card?

Secondly, given Akida 2.0’s improved performance, I’d have thought Quantum Ventura might wait to release anything commercial until they can leverage the upgraded version. If that's the case, do you think it’s likely they’ve put things on hold until the silicon version of Akida 2.0 is available in Q1 next year?





Extract from the white paper.
View attachment 87416

Hi Bravo,

QV's CyberNeuro-RT page shows a PCIe card with Akida alongside a USB Intel stick.

https://www.quantumventura.com/cyberneuro-rt

PCIe is a secondary board which plugs in alongside/above the CPU board. CN-RT is software, so would run on the separate processor, with Akida doing the heavy lifting to identify malware and notify CN-RT software which would then initiate response by the CPU as appropriate.

I guess the Chelpis M2 board acts in a similar manner.

https://www.chelpis.com/post/brainchip-collaborates-with-chelpis-mirle-on-security-solution

BRN are showing a general purpose Akida M.2 card not limited to cybersecurity at: https://brainchip.com/metatf-dev-tools/

Chelpis sprang fully formed out of nowhere (or Zeus' thigh) and I don't know if there is a link with QV.


LAGUNA HILLS, Calif.--(BUSINESS WIRE)--BrainChip Holdings Ltd (ASX: BRN, OTCQX: BRCHF, ADR: BCHPY), the world’s first commercial producer of ultra-low power, fully digital, event-based, neuromorphic AI, today announced that Chelpis Quantum Corp. has selected its Akida AKD1000 chips to serve as the processor for built-in post-quantum cryptographic security.


Chelpis, a chip company leading the Quantum Safe Migration ecosystem in Taiwan, is developing an M.2 card using the AKD1000 that can be inserted into targeted products to support their cryptographic security solutions. The M.2 card is based on a design from BrainChip along with an agreement to purchase a significant number of AKD1000 chips for qualification and deployment. Upon completion of this phase, Chelpis is planning to increase its commitment with additional orders for the AKD1000.


This agreement is the first step in a collaboration that is exploring the development of an AI-PQC robotic chip designed to fulfill both next-generation security and AI computing requirements. This project is a joint development effort with Chelpis partner company Mirle (2464.TW) and has been formally submitted for consideration under Taiwan’s chip innovation program. The funding aims to promote a new system-on-chip (SoC) integrating RISC-V, PQC, and NPU technologies. This SoC will specifically support manufacturing markets that emphasize a Made-in-USA strategy. Mirle plans to build autonomous quadruped robotics that mimic the movement of four-legged animals for industrial/factory environments. To enable this vision, Chelpis is exploring BrainChip’s advanced Akida™ IP to incorporate advanced visual GenAI capabilities in the proposed SoC design.


Was it not the Chelpis deal which undertook to purchase a large number of Akida 1 chips, or was that Onsor - it's all a blur?

 

[smoothsailing18]

With a total neuromorphic market increasing from $24M to $822M in 5 years gives you a Compound Annual Growth Rate of 105%.

therefore, if BRN books $9M in 2025 means we got $9M worth of $48M market, which is around 18% market share.

so in theory, in 2029 BRN will be be making around $147M…

who can dare to put a valuation on a company making that much in a strong growth market?

BOOM!

What would our share price be at the above valuation in 2029 ?

 

[Guzzi62]

What would our share price be at the above valuation in 2029 ?

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

 

[CHIPS]

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

But since people always go crazy over new and successful tech, I suppose the SP will be even higher.

 

[smoothsailing18]

2.11 bill outstanding shares, so let's say 2.5 bill with some dilution.

147 X 46 (Nvidia P/E is 46 which is quite high)= 6.76

6.76/2.5= 2.7 US$ a share

Much depends on how hard people want the shares.
Tesla's P/E is 185 which is bonkers!!

A more conservative valuation is using the average P/E for the tech sector, around 33.

147X33= 4.85

4.85/2.5= 1.94US$ a share.

So between 2-3 US$ a share if they earn just under 150 million bucks.

I am hoping for more than that in 2029, but only time will tell.

My amateur predictions are worthless to everyone anyway, LOL.

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

 

[TECH]

TATA Consultancy Services Ltd have had their second patent published just 2 months ago; this follows on from their
previous patent naming Akida in the artwork some 18 months ago.... all positive, check it out if it hasn't already been posted
in the last 2 months...cheers for now, Tech.

https://worldwide.espacenet.com/patent/search/family/092710795/publication/US2025139442A1?q=pn%3DUS2025139442A1

 

[Beebo]

Thank you, question then.
How does FF get to his thinking of $40 per share ?.

$2.7USD if we stay on ASX.
$40USD if we successfully redomicile to the “sky is the limit” US.