BRN Discussion Ongoing

[Guzzi62]

This is great news

Is it?
How?
Underperform!

In finance, underperform signifies a stock's anticipated performance being lower than that of its peers, its sector average, or a relevant market index. It's essentially a negative outlook given by financial analysts, suggesting the stock is likely to lag behind in returns. This contrasts with an "outperform" or "buy" rating, and doesn't necessarily mean a stock will decline, but rather that its gains will be less than expected.

If they don't secure any IP deals during the remainder of the year (we just passed the 1/2 way mark) it's not good, and I will start getting worried.

Surprisingly quiet from Sean, the podcasts have stopped. Okay, that's not necessarily a negative because you can only make so many backslapping ones before people will say, okay very nice, but where are the deals?
Edit, one just came out now, well, well, LOL!

I think many investors are like me, we would really like to see some deals!

There was a post today about Renesas and I can't see anything Akida in their new MCU's?

Renesas Sets New MCU Performance Bar with 1-GHz RA8P1 Devices with AI Acceleration

www.renesas.com

The 2 IP deals that BRN secured must be running out, nothing came from them as far as I know.

The Renesas IP deal was the first BRN ever secured back in December 2020!

Sean it's your turn now, come on!

https://wcsecure.weblink.com.au/smallcaps/announcement.aspx?articleID=236902

 

[Bravo]

Hmmmmm...This news could be very promising for BrainChip.

RTX (formerly Raytheon Technologies) and Shield AI are partnering to develop autonomous drone and counter-drone technologies. Their focus is on autonomous battlefield awareness and AI-driven flight for contested environments. Autonomous edge processing is implied, even if not named explicitly.

The systems aim to be fast, reactive, and capable of operating without GPS or direct human control, leveraging AI onboard to make split-second decisions.

While BrainChip is not named in the RTX–Shield AI press release, the existing collaboration between BrainChip and Raytheon makes them a potential contributor IMO, especially if radar, electronic warfare, or on-device classification features are prioritized.

Given the Akida roadmap (including 3.0 and TENNs), BrainChip may have a pretty unique value proposition for any RTX counter-drone system that needs rapid, lightweight inference at the edge.

Shield AI employs its proprietary autonomy software, Hivemind, to enable edge processing capabilities in its autonomous systems. They have also developed EdgeOS, a modular, real-time autonomy middleware built for edge deployment. But Akida could potentially be integrated as a specialised co-processor to enhance perception or energy efficiency in subsystems within Shield AI-enabled drones or other Raytheon autonomous systems. At least this is what ChatGPT seems to think, for what it's worth.




Question : Does this mean that Hivemind and EdgeOS performs the same sorts of functions that Brainchip's tech could offer, therefore making it less likely for it to be incorporated, despite Raytheon and Brainchip's existing partnership?

Does This Make BrainChip Redundant?​

Not necessarily. Here's why:

1. Complementary Use Case:
   Hivemind still needs to process sensor data efficiently. Akida could slot in before or alongside Hivemind to preprocess radar, sonar, or audio data — especially where power, latency, or size constraints exist.
2. Mission-Specific Hardware:
   If Raytheon (or the DoD) is building smaller, lower-power drones or missile-based defense systems, Akida would be an ideal embedded neural inference engine, compared to larger, power-hungry GPU-based systems.
3. Specialized Processing:
   Akida excels in micro-Doppler radar analysis, gesture recognition, audio classification, biosignal monitoring, and anomaly detection — tasks that could offload or accelerate parts of Hivemind.
4. Raytheon Relationship:
   BrainChip already partners with Raytheon (for CyberNeuRT), which increases the probability of reuse or scaling Akida across Raytheon’s broader edge-AI architecture — possibly even complementing Shield AI’s stack.

---

Bottom Line​

• Yes, Hivemind + EdgeOS provide many capabilities traditionally performed by software on CPUs/GPUs at the edge.
• No, this does not eliminate the value of BrainChip — it just means BrainChip would need to be adopted as a specialized co-processor (not the whole stack).
• Likely scenario: Akida could be integrated to enhance perception or energy efficiency in subsystems within Shield AI-enabled drones or other Raytheon autonomous systems.

RTX, Shield AI announce new partnership for drone & counter-drone tech - Breaking Defense

Shield’s “Hivemind” autonomy software will go on an undisclosed “operational weapon,” while Shield’s ViDAR sensor software will go on Raytheon’s MTS multi-sensor turret to help in tracking and targeting incoming enemy drones.

breakingdefense.com

RTX and Shield AI Partner to Develop New Defense Capabilities  

The companies are collaborating to deliver enhanced mission autonomy capabilities for national defense    (July 1, 2025) – Today, RTX and Shield AI announced a new partnership to integrate Shield AI capabilities into select RTX defense products, like loitering munitions and sensors. This...

shield.ai

 

[Deleted member 3781]

Sell on good news I would guess?

 

[smoothsailing18]

Is it?
How?
Underperform!

In finance, underperform signifies a stock's anticipated performance being lower than that of its peers, its sector average, or a relevant market index. It's essentially a negative outlook given by financial analysts, suggesting the stock is likely to lag behind in returns. This contrasts with an "outperform" or "buy" rating, and doesn't necessarily mean a stock will decline, but rather that its gains will be less than expected.

If they don't secure any IP deals during the remainder of the year (we just passed the 1/2 way mark) it's not good, and I will start getting worried.

Surprisingly quiet from Sean, the podcasts have stopped. Okay, that's not necessarily a negative because you can only make so many backslapping ones before people will say, okay very nice, but where are the deals?
Edit, one just came out now, well, well, LOL!

I think many investors are like me, we would really like to see some deals!

There was a post today about Renesas and I can't see anything Akida in their new MCU's?

Renesas Sets New MCU Performance Bar with 1-GHz RA8P1 Devices with AI Acceleration

www.renesas.com

The 2 IP deals that BRN secured must be running out, nothing came from them as far as I know.

The Renesas IP deal was the first BRN ever secured back in December 2020!

Sean it's your turn now, come on!

https://wcsecure.weblink.com.au/smallcaps/announcement.aspx?articleID=236902

Face value being in the same sentence as Elon is imo great news even tho it hasn't $$$$$ attached yet. We are heading north like a turtle but we're moving.

 

[Pom down under]

Last weeks news???

He try’s to post something positive now and then to try and hide his real intentions

 

[MDhere]

Tata Elxsi integrated Report 2024 -2025

page 27
AI in Diagnostics

Multimodal and neuromorphic AI improve diagnosis, prediction, and decisionmaking - reducing errors, enabling early intervention, and supporting preventive, large-scale screening to enhance access and lower costs.

page 28

Our Focus Areas Through Multimodal AI and Neuromorphic AI, we are enhancing early disease detection, medical imaging, and pathology analysis with advanced AI-driven insights. Our expertise in AI-powered medical devices and robotics is driving innovation in diagnostic tools and robotic-assisted surgeries, improving precision and patient safety through strategic collaborations. Moreover, our digital health platforms are transforming patient care by enabling AI-powered digital therapeutics, and chronic disease management. They also expand access to telemedicine and virtual healthcare solutions, ensuring a more connected and personalised healthcare experience.



Save you reading 262 pages
Your welcome lol
Bring it on Akida ,

 

[Deleted member 3781]

I would like to see a parrot @Esq.111 !?!?

 

[Fullmoonfever]

I would like to see a parrot @Esq.111 !?!?

 

[Bravo]

I would like to see a parrot @Esq.111 !?!?

 

[Deleted member 3781]

View attachment 87918

Heeeey… that’s not a parrot!!! But you nailed it!

 

[DK6161]

Germany ended the day with +9,99 % and a volume of 594.428 pcs

Wow! We are still at 20 cents! Incredible.

 

[DK6161]

Tata Elxsi integrated Report 2024 -2025

page 27
AI in Diagnostics

Multimodal and neuromorphic AI improve diagnosis, prediction, and decisionmaking - reducing errors, enabling early intervention, and supporting preventive, large-scale screening to enhance access and lower costs.

page 28

Our Focus Areas Through Multimodal AI and Neuromorphic AI, we are enhancing early disease detection, medical imaging, and pathology analysis with advanced AI-driven insights. Our expertise in AI-powered medical devices and robotics is driving innovation in diagnostic tools and robotic-assisted surgeries, improving precision and patient safety through strategic collaborations. Moreover, our digital health platforms are transforming patient care by enabling AI-powered digital therapeutics, and chronic disease management. They also expand access to telemedicine and virtual healthcare solutions, ensuring a more connected and personalised healthcare experience.



Save you reading 262 pages
Your welcome lol
Bring it on Akida ,

Lots of big words there!
$90 Billion dollaroo profit for sure! Can't wait.
Not advice

 

[Food4 thought]

Lots of big words there!
$90 Billion dollaroo profit for sure! Can't wait.
Not advice

You can’t wait
But we all are going to have to wait until the ball drops
It’s another piss poor day

 

[MegaportX]

Latest Podcast - Sean Hehir, CEO of BrainChip, and Ming Chih, CEO of Chelpis Quantum Corp.

Latest Podcast - Sean Hehir, CEO of BrainChip, and Ming Chih, CEO of Chelpis Quantum Corp.

 

[Pom down under]

So no one willing to comment on the latest podcast or is it that bad?

 

[smoothsailing18]

So no one willing to comment on the latest podcast or is it that bad?

So no one willing to comment on the latest podcast or is it that bad?

He mentioned they were promoting the AKD1000 chip for IPC Computers in Japan at 5.08 min which I found interesting. Also some interesting partners on their sites.

 

[TheDon]

So no one willing to comment on the latest podcast or is it that bad?

Ming chih, is so hard to understand. Maybe akida can help him one day.

 

[HopalongPetrovski]

So no one willing to comment on the latest podcast or is it that bad?

I thought it pretty optimistic and Ming Chih from Chelpis Quantum Corp was praising BrainChip for all the virtues we traditionally attribute to ourselves.
ie power efficiency, and the rest of swap, the security of processing at the edge eliminating both the lag and potential interception of sensitive data, and of course, our inbuilt ability of inference.
I also think he's impressed by our value and ability to be sourced as IP.
The plan to make a universal robotic platform where 60% of the basic substructure can be provided leaving the balance to be tailored to the particular devices task requirements, incorporating Akida, makes sense to me.
Why go to the trouble of completely redesigning every component of a robot when you can purchase the basic subunit "off the shelf" as a standardised platform, should save a lot of time, money and energy.
If we can be in a standardised platform used throughout Taiwan initially, and then perhaps Japan, and then perhaps picked up by USA, we would be well on our way.
I did find it helpful to use the closed captioning service on Youtube as Ming's accent can be a little difficult to understand at times.
Whilst not a perfect translation it was helpful addition to follow along.
I think Cyber security will be very big for us and hopefully we can get some commercial traction soon.

 

[Baneino]

So no one willing to comment on the latest podcast or is it that bad?

Sorry I don't have time to comment on it myself but I think Chat GPT's comments are great and to the point.

Sean Hehir - CEO of BrainChip

Ming Chih - CEO of **Chelpis Quantum Corp.**



---

Main topics & insights

1. strategic collaboration

BrainChip's Akida chip will be integrated into Chelpis' SoC (System-on-Chip), especially for edge AI security.

Ming Chih emphasizes: "The ability to add Edge AI security capabilities ... is paramount" .


2. technology synergy

Akida delivers powerful, energy-saving neural processing capability at the edge.

Chelpis sees this as the ideal complement to its industrial robotics platforms.


3. market focus

The target markets are robotic safety systems in industry, where edge AI is becoming increasingly important.

The partnership aims to achieve faster product launches and competitive advantages.


4. future prospects

Both companies are planning close cooperation on integration, development and pilot projects.

The podcast gives an outlook on upcoming technical updates and pilot launches.



---

Conclusion

The podcast - Episode 38 - is a strategic look at a promising technological alliance. BrainChip and Chelpis are combining their strengths to lead the way in edge AI-driven security for industrial applications. For anyone interested in neuromorphic AI, edge computing or robot safety, this episode is well worth a listen!

 

[Falling Knife]

Ming chih, is so hard to understand. Maybe akida can help him one day.

From a BrainChip (BRN) investor's perspective, the podcast featuring Sean Hehir, CEO of BrainChip, and Ming Chih, CEO of Chelpis Quantum Corp., provides several key insights relevant to investment considerations:

1. Strategic Collaboration and Market Positioning:
BrainChip has entered a significant collaboration with Chelpis Quantum Corp. to integrate BrainChip’s Akida™ AKD1000 neuromorphic chips into Chelpis’s next-generation cryptographic security solutions. This partnership aims to develop an advanced system-on-chip (SoC) that combines RISC-V architecture, post-quantum cryptography (PQC), and Edge AI, targeting high-value sectors such as industrial automation, robotics, and cybersecurity. This aligns BrainChip with cutting-edge innovation in AI and security, potentially expanding its market reach and technological leadership

.

2. Focus on Edge AI and Low-Power Solutions:
The collaboration emphasizes low-power AI acceleration, which is crucial for sustainable and efficient industrial applications. Taiwan’s government support for semiconductor innovation and energy-efficient AI solutions highlights a favorable environment for BrainChip’s technology adoption. The Akida chip’s low power consumption and cost-effectiveness are resonating well in markets like Japan and Taiwan, indicating strong commercial potential

.

3. Addressing Real-World Challenges:
Chelpis is leveraging BrainChip’s technology to address labor shortages in manufacturing through autonomous robotics capable of secure communication and remote control in high-risk environments such as semiconductor factories and smart warehouses. This practical application demonstrates the tangible value proposition of BrainChip’s AI solutions in critical industrial sectors

.

4. Taiwan’s Semiconductor and AI Ecosystem:
Taiwan’s leadership in semiconductor foundry and chip design, supported by substantial government investment, provides a robust ecosystem for BrainChip’s growth. The focus on sovereign data security, long-term data protection using PQC, and green AI initiatives aligns with global trends and regulatory demands, enhancing BrainChip’s strategic positioning in Asia and beyond

.

5. Future Growth and Innovation Potential:
The discussion reveals plans to standardize robotic platforms to accelerate development and market entry for AI-powered robotics, which could broaden BrainChip’s addressable market. Additionally, the integration of AI models for autonomous drones and robotic systems indicates ongoing innovation and expansion opportunities

.

6. Investor Communication and Market Sentiment:
Separately, BrainChip has shifted from in-person retail investor briefings in Australia to virtual webcasts to ensure equal access for its broad investor base, reflecting a commitment to transparent and inclusive communication. The company acknowledges market challenges but remains confident in its accelerating engagement with customers in high-growth sectors

.

Summary for BRN Investors:

• BrainChip is advancing its technology through strategic partnerships, notably with Chelpis Quantum Corp., to develop sophisticated AI and cybersecurity SoCs.
• The focus on low-power, edge AI solutions positions BrainChip well in energy-conscious and security-sensitive markets.
• Taiwan’s supportive innovation ecosystem and government backing enhance growth prospects.
• Real-world applications in robotics and industrial automation validate the commercial viability of BrainChip’s offerings.
• The company maintains proactive investor relations and recognizes the competitive urgency in AI acceleration markets.

Overall, the podcast underscores BrainChip’s strong technological foundation, strategic collaborations, and alignment with emerging market trends, which are positive indicators for investors considering BRN’s future potential

.