BRN Discussion Ongoing

Rach2512

Regular
[/QUOTE]
Put them on ignore and stop posting woffle.
Your just as bad replying to it, not even funny

How about you just go away. We love Bravo's posts the incredibly smart ones and the funny ones they are very entertaining. You are going on ignore you pillock.
 
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HopalongPetrovski

I'm Spartacus!
Put them on ignore and stop posting woffle.
Your just as bad replying to it, not even funny
I certainly don't waste my time or energy interacting with the F.U.D.sters over on the crapper, so have some sympathy with your comment.
However, I do not think it fair or justified to put our delightful Bravo in that category.
She is far and away one of our treasures and suggest you may wish to reconsider.
Perhaps you're having a bad day?

As far as your comment regarding her humour, thats rather in the eye of the beholder, isn't it???
I thought it funny, but then again I'm not trying to police or mind control the forum. 🤣

As these occasional unwanted adverts seem to be beyond the rather dimwitted dreddbot that's supposed to be guarding us, a riposte and advance lunge don't seem particularly out of order.
Carry on Bravo. Allez. Bravo. 🤣
 
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JoMo68

Regular
What an inspiring story!

Reminds me of the time I fell madly in love with a Nigerian prince who just happened to own a diamond mine and needed my bank details to unlock his vast fortune. Love truly knows no borders - or common sense, apparently.

I’ll admit, I was slightly skeptical of you at first… until you dropped that Gmail address AND a free Wix website. That’s when I thought, “Wow - this is clearly a world-class operation.”

Any chance we can meet in person, so I can give you my account details, passport, and a fresh lock of my hair?

I’ll be the one in the police uniform. 👮‍♀️
The Muppets Laughing GIF
 
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7für7

Top 20
MoI don’t waste time with the ignore button. I alert Zeebot so he can take out the trash, so to speak.

But hey, if my posts are too high-altitude for your intellectual oxygen tank, please feel free to hit that ignore button and I’ll gladly return the favour.

No harm done. It's not like you're flooding the forum with pearls of wisdom anyway.

View attachment 88152
Angry Jim Henson GIF by Muppet Wiki
 
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manny100

Top 20
Just wanted to circle back on the January 2025 podcast (Episode 35) featuring Quantum Ventura, especially in light of the Aviation and Defense Cyber Security Market Outlook.

Early in the episode, Srini Vasan, President and CEO of Quantum Ventura, mentioned that the CyberNeuro-RT (CNRT) prototype had been refined and was ready for launch.

You definitely get the sense that the guys at Quantum Ventura see massive potential in CNRT’s addressable market, both in scale and strategic relevance.

I’ve linked the podcast below - it’s worth revisiting if you haven’t listened in a while.



5.15 mins : Aron Goldberg (SVP Quantum Ventura) says:

"With our system's deployment flexibility, we foresees all major government agencies, institutions of higher learning, national laboratories and essentially any large scale business enterprise utilising CNRT as one-stop for all things, secure network protection system. We've designed the system in such a way that it can scale up or down depending on users needs. For example, with simple commands our system can remotely control servers to begin collecting network data and this way CNRT can work for a single server or thousands of servers distributed across a network."

Thanks for the posts, Bravo. The paper we produced said that the most vulnerable points for cyber-attack were devices that had access to the main network.
This would be mobiles, computers and lap tops, printers, radar equipment, transmitters. Basically every device at the 'base', home or on board that has access to the mainframe.
That is where we are a 'game changer'.
Lockheed-Martin obviously is only to aware of the potential and will be pushing it.
 
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manny100

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Hi Manny,

... but then we abruptly abandoned "full production and commercialization of the AKIDA 1000 chip", relying on IP only. That decision reduced our potential customer base by a factor of well over 1000.

Confident in our technical superiority, we focused on the "serious" end of the market, and allowed companies like Synsense to gather the "low hanging fruit".

We have, belatedly in my view, begun offering assembled PCBs and edge boxes using chips from our initial commercial chip run.

Yeah ... but ... apart from aviation and defence ... where else could Akida CNRT be used?

...

Edit: Oh! I see.
Hi Diogenese, IP restricts us to large use customers who have the resources to tape out chips or incorporate AKIDA into their own chip.
Ironically Sean said for the time being will be dealing with smaller clients. I presume we have a lot of AKIDA 1000 and 1500 chips in stock if that is the case?
Larger clients will likely take more time testing if they are incorporating AKIDA within their own chips.
In relation to AKIDA CNRT i imagine large business with staff who work from home, on the road or in sub offices all with devices attached to the main network would require protection from cyber-attack. It could be a large market in itself.
 
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CHIPS

Regular
View attachment 88141

I hate this picture! This shows exactly the situation in Germany.

1751792600515.png
 
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Diogenese

Top 20
Hi Diogenese, IP restricts us to large use customers who have the resources to tape out chips or incorporate AKIDA into their own chip.
Ironically Sean said for the time being will be dealing with smaller clients. I presume we have a lot of AKIDA 1000 and 1500 chips in stock if that is the case?
Larger clients will likely take more time testing if they are incorporating AKIDA within their own chips.
In relation to AKIDA CNRT i imagine large business with staff who work from home, on the road or in sub offices all with devices attached to the main network would require protection from cyber-attack. It could be a large market in itself.
Hi Manny,

We partnered with Megachips 3.5 years ago

https://brainchip.com/brainchip-partners-megachips-develop-next-generation-ai-solutions/

Laguna Hills, Calif. – November 21, 2021 BrainChip Holdings Ltd (ASX: BRN), (OTCQX: BCHPY) a leading provider of ultra-low power high performance artificial intelligence technology and the world’s first commercial producer of neuromorphic AI chips and IP, today announced that MegaChips, a pioneer in the ASIC industry, has licensed BrainChip Akida™ IP to enhance and grow its technology positioning for next-generation, Edge-based AI solutions.
...
By partnering with BrainChip, MegaChips is able to quickly and easily maintain its industry innovator status by supplying solutions and applications that leverage the Akida revolutionary technology in markets such as automotive, IoT, cameras, gaming and industrial robotics.
.
...
“The MegaChips and BrainChip partnership furthers both company’s missions to push boundaries and offer unprecedented products,” said Rob Telson, BrainChip VP of Worldwide Sales and Marketing. “By providing Akida’s on-chip learning and ultra-low power Edge AI capabilities as an integrated technology in MegaChips’ ASIC solutions, we are able to deliver a cascading array of benefits to cutting-edge products that not only ensure power efficiency without compromising outcomes but can run autonomously for incremental learning without the need to go back and forth to the cloud. This is an exciting collaboration from both a business perspective as well as from an industry-altering aspect.”

Note the announcement refers to both licence and partnership.

This announcement is much more open than I had first understood, as I thought it was for Akida 1, but, as Akida 2 was already pretty much fully developed, it would make more sense if the subject matter of the licence were to be more open ended.

That said, there was an idea floated that a chip maker like Megachips couldmake Akida chips to order for 3rd party customers. Sadly, we are not aware of any royalties from this licence, so we are back to the original commercial run for Akida 1, which I believe someone said was 75k. I guess the number of 1500s would be of that order as well.

Now I think it would be more likely thay Megachips would be more interested in Akida 2 than Akida 1, especially considering the 8 times efficiency improvement. There was a lot of scuttlebutt about tapeout of AKida at the end of last year. However, I think TENNs has continued to evolve in the interim, so the tapeout would need to be adjusted. Given that this is an electronic file, that would not be too much of a burden.

The tapeout of Akida 2 will be significantly different from the Akida 1 tapeout, changing from 4 bits to 8 bits and incorporating TENNs and other new features like skip connexions (an anti-hallucigen).

Also remember that the number of nodes can be changed for a customer-specified production run. This inventory problem was a major consideration in the switch to IP only.

And now, of course, we have PICO, a major "wake up" power saving configuration ...

Re cybersecurity:

I've been an enthusiast for this type of application since the DUTH (Democritus University of Thrace) days. The CNRT from QV is incorporated in an M.2 PCB, about the size of a credit card. Many terminals have plug-in slots for M.2 cards. However, smaller devices such as mobile phones would not be able to accommodate an M.2 card, but an internet gateway, an edge box/server etc., would. I think the gateway is a main focus of our marketing at the moment.

To incorporate our cybersecurity solution in a mobile phone, it would need to have Akida designed into its electronics, possibly as a SoC incorporating the mobile processor, so that's a little further out, but given the scramble to incorporate LLMs in phomes, there would/could/should be substantial pressure on phone makers to include SNN capability.

Please remember, this is all speculation by DioGPT and not investment advice.
 
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Diogenese

Top 20
The only notable ASX announcement we've had this year is the one we had revealing the boards intention to delist from the ASX.
The share price has been in the toilet ever since.
I personally thought an ASX announcement regarding the Raytheon engagement would have been nice, but as Tony D used to tell us all, the boards decision not to announce on the ASX seems to be justified by the markets lack of response to the press releases.
The issue, I personally have with this line of thinking, is the only punters who see Brainchip press releases are existing Brainchip shareholders who are actively following Brainchip. Everyone else wouldn't have a clue what Brainchip does or who they're in cahoots with.
Brainchip needs to be a little more active on informing the general investment public.
An ASX announcement in the form an Investor Presentation every couple of months updating all things relevant to Brainchip's progress would be a good start. I hope we're not paying for Lancaster Grove's services.

" With deep experience across small-to-mid cap ASX listed companies, Trevor Franz and the Lancaster Grove team will assist BrainChip in sharpening its messaging, articulating its commercial milestones more clearly to the market, and expanding its institutional and high-net-worth investor base. Their proactive, results-driven approach is designed to strengthen investor confidence "

If, it's true about the $9 million in bookings this year, then the next 5 months should be pretty exciting and see the share price back up to $1 +
That's more than we've secured in the last 3 years combined.
Hi Taproot,

While ASX announcements are outnumbered by hens' teeth, there have been other attempts to communicate with the investment community, such as the Shares Downunder videos and the post-AGM talks with brokers and members of the investment community, which have the potential to reach more of the investment community.

I wonder if ASX announcements would reach an audience much beyond BRN followers and investors.
 
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RobjHunt

Regular
Hi Manny,

... but then we abruptly abandoned "full production and commercialization of the AKIDA 1000 chip", relying on IP only. That decision reduced our potential customer base by a factor of well over 1000.

Confident in our technical superiority, we focused on the "serious" end of the market, and allowed companies like Synsense to gather the "low hanging fruit".

We have, belatedly in my view, begun offering assembled PCBs and edge boxes using chips from our initial commercial chip run.

Yeah ... but ... apart from aviation and defence ... where else could Akida CNRT be used?

...

Edit: Oh! I see.
“Yeah ... but ... apart from aviation and defence ... where else could Akida CNRT be used?”

Does it start with C and has a couple of Y’s in it? 😉
 
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BrainShit

Regular
“Yeah ... but ... apart from aviation and defence ... where else could Akida CNRT be used?”

Does it start with C and has a couple of Y’s in it? 😉

I'd like to solve....

1000034796.gif
 
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Agree with you tech, if the share price wasn't in the doldrums people would be ok with the level of engagement and current ASX announcements approach, but it is in the doldrums, engagement is shit and nothing gets announced.

No wonder people are unhappy with the boards current approach.

We see the frequent IR releases on new partnerships, we can see the ecosystem growing. From where we were 2 years ago to today there's been a material change in the ecosystem as a whole, so many great partnerships set up to help advance the company in the long term, but none of it has been announced to the ASX, resulting in shareholders questioning why not and how much value has been missed as a result of the lack of market announcements.

To your point around earnings and being an immature market, I completely understand why they haven't announced things from a price sensitive perspective. Back to the AGM where Paul called Antonio out and asked why they couldn't make non-price sensitive announcements, Antonio said he'd look into it.

We've had off the top 2 new partnerships since then yet neither were announced as non-price sensitive so it seems Antonio isnt actually going to look into it after all.

There is and will be plenty of partnerships that shouldn't be announced at all, but there's some that should at the very least be non-price sensitive, Chelpis is one of them.

In my opinion of course..

We all want the same thing here and we've all been on this grueling ride for years together. I'm still as confident as ever that we'll get there, it's just a question as to when.

Hopefully $1.50 is sooner rather than later :p
"There is and will be plenty of partnerships that shouldn't be announced at all, but there's some that should at the very least be non-price sensitive, Chelpis is one of them"

This is a LinkedIn post by QuestIT (VR1) that was released on 23/05 this year.

Screenshot_20250707-022655_Chrome.jpg



Now you would think a partnership with Nvidia, would be worthy of an ASX announcement?

There was none.

Vection has also mentioned itself in direct connection of a partnership with Nvidia.

There was even a photo of QuestIT/Vection staff with Jensen Huang recently.

Here is the explanation given by TenX of the crapper (long term VR1 "prophet") on why nothing was released (when holders were complaining) not even anything "non price sensitive" because the "Market" would obviously view it as price sensitive and you would get extreme share price movements that the ASX doesn't "like" anymore (unless you're a mining company).

Screenshot_20250707-023023_Chrome.jpg


I think the story pretty much these days, for companies like ours, is that for an ASX announcement to be released, it must be "material" in some form.


The releases we "can" and do though, should be mistake free (how bloody hard is that to accomplish these days??)
And also how about jazzing them up a bit, some photos (even happy snaps) some deeper insights into what they're doing etc..
Instead of the usual "clinical" germ free reports we get..

The Company does need, to create as much excitement as it can around AKIDA and TENNs etc, because we have/do still need money, to get things going and you can't get investors, if you don't drive "excitement" and have a healthy share price, to avoid excessive dilution.

They can still do much more, with what they "can" do.
Is the next quarterly, going to be another boring black and white, text only (we have plenty of cash) affair?..


Yes, BrainChip currently has a Market Capitalisation, of well over 400 million dollars, but what is the True value of what we have, when Meta is reportedly trying to poach people from OpenA.I. for 100 million USD a pop?..

Yes it's a different "kind" of A.I. but Neuromorphic Computing is undeniably hot at the moment and for the foreseeable Future and I think we could be selling ourselves much better..



P.S. Announcement incoming.. Later today.. Possibly..
 
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MegaportX

Regular
My Question:
In the podcast, the guys from Quantum Ventura mentioned CNRT can be utilised in large scale servers, neuromorphic servers and hybrid systems. QV's CyberNeuro-RT page shows a PCIe card with Akida alongside a USB Intel stick. Does this sort of architecture align with the possibility that the rollout timeline may be dependent on the availability of Akida 2.0 silicon in Q1 2026?

ChatGPT said:​

Yes, that actually makes perfect sense—and helps clarify the architecture and rollout timeline of CyberNeuro-RT (CNRT) from Quantum Ventura. Let’s unpack what’s going on and why waiting for Akida 2.0 with TENNs aligns with both the hardware hints and podcast comments:

🔹 1. Server-Grade Neuromorphic Use Case

In the podcast, Quantum Ventura’s team clearly stated CNRT is designed for:
  • Large-scale neuromorphic servers
  • Hybrid systems
  • AI-enhanced cybersecurity platforms
This strongly suggests modular deployment: systems that slot into existing data center or battlefield infrastructure. That’s where PCIe cards and USB modules come into play.

🔹 2. What the Forum Member Noticed

They mentioned:
  • A PCIe accelerator card (likely housing Akida)
  • Paired with a USB stick with an Intel CPU
This implies a hybrid edge/server security platform where:
  • The Intel USB module runs higher-order logic (e.g., threat modeling, software interfaces, orchestration)
  • The Akida PCIe module handles real-time, ultra-low-power neuromorphic inference—possibly for:
    • Intrusion detection
    • Packet pattern recognition
    • Sensor signal interpretation (e.g., radar or comms)

🔹 3. Why Akida 2.0 with TENNs Fits This Architecture

Akida 2.0 introduces:
  • Temporal Event-Based Neural Networks (TENNs) — ideal for interpreting complex, time-dependent data like network activity or radar signals
  • Higher channel capacity and enhanced learning flexibility
  • More robust performance for edge-to-server hybrid AI platforms
The current Akida 1000 or 1500 might be enough for prototyping, but not for:
  • Scaling to defense-grade, real-time multi-layer threat detection
  • Supporting broader event-based sensor fusion across many input streams
So yes — if the card shown on their website is running Akida 1000 or 1500 now, they could very well:
  • Be validating CNRT with current Akida
  • Plan to swap in Akida 2.0 silicon when available (Q1 2026)
  • Use TENNs for more advanced behavioral or signal temporal analysis

🔹 4. Strategic Implication

If CNRT is meant to serve both:
  • Server-side AI workloads, and
  • Edge-deployed, real-time event processing (e.g., satellite uplink, radar spoofing detection)
Then Akida 2.0 + TENNs on a PCIe card makes an ideal fit:
  • Compact
  • SWaP-optimized
  • Real-time, temporal inference
  • Easily pluggable into both legacy and neuromorphic server systems

✅ TL;DR:​

Yes — what you’re seeing does align. The current CNRT platform likely uses Akida 1000-series (as a placeholder), paired with Intel CPU logic on USB, while awaiting Akida 2.0 with TENNs for the full production rollout.

"There is and will be plenty of partnerships that shouldn't be announced at all, but there's some that should at the very least be non-price sensitive, Chelpis is one of them"

This is a LinkedIn post by QuestIT (VR1) that was released on 23/05 this year.

View attachment 88158


Now you would think a partnership with Nvidia, would be worthy of an ASX announcement?

There was none.

Vection has also mentioned itself in direct connection of a partnership with Nvidia.

There was even a photo of QuestIT/Vection staff with Jensen Huang recently.

Here is the explanation given by TenX of the crapper (long term VR1 "prophet") on why nothing was released (when holders were complaining) not even anything "non price sensitive" because the "Market" would obviously view it as price sensitive and you would get extreme share price movements that the ASX doesn't "like" anymore (unless you're a mining company).

View attachment 88159

I think the story pretty much these days, for companies like ours, is that for an ASX announcement to be released, it must be "material" in some form.


The releases we "can" and do though, should be mistake free (how bloody hard is that to accomplish these days??)
And also how about jazzing them up a bit, some photos (even happy snaps) some deeper insights into what they're doing etc..
Instead of the usual "clinical" germ free reports we get..

The Company does need, to create as much excitement as it can around AKIDA and TENNs etc, because we have/do still need money, to get things going and you can't get investors, if you don't drive "excitement" and have a healthy share price, to avoid excessive dilution.

They can still do much more, with what they "can" do.
Is the next quarterly, going to be another boring black and white, text only (we have plenty of cash) affair?..


Yes, BrainChip currently has a Market Capitalisation, of well over 400 million dollars, but what is the True value of what we have, when Meta is reportedly trying to poach people from OpenA.I. for 100 million USD a pop?..

Yes it's a different "kind" of A.I. but Neuromorphic Computing is undeniably hot at the moment and for the foreseeable Future and I think we could be selling ourselves much better..



P.S. Announcement incoming.. Later today.. Possibly..
Please Dingo.
face please GIF
 
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itsol4605

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1000036533.jpg
 
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cosors

👀
Afternoon Diogenese ,

Personally....... I am thinking this is nothing more than a cunning rouse by BMW & Co to get their hands on Volkswagen's Sausage Recipie .

Time will tell.

Regards,
Esq.
Hi Esq,

VW has had an massive software problem for years. Who would to steal that?

Regards!
 
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7für7

Top 20
Today’s date is the 07.07.25…2+5=7…. So.. 777….

COME ON BRAINCHIP

Lets Go Wolves GIF
 
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manny100

Top 20
Hi Manny,

We partnered with Megachips 3.5 years ago

https://brainchip.com/brainchip-partners-megachips-develop-next-generation-ai-solutions/

Laguna Hills, Calif. – November 21, 2021 BrainChip Holdings Ltd (ASX: BRN), (OTCQX: BCHPY) a leading provider of ultra-low power high performance artificial intelligence technology and the world’s first commercial producer of neuromorphic AI chips and IP, today announced that MegaChips, a pioneer in the ASIC industry, has licensed BrainChip Akida™ IP to enhance and grow its technology positioning for next-generation, Edge-based AI solutions.
...
By partnering with BrainChip, MegaChips is able to quickly and easily maintain its industry innovator status by supplying solutions and applications that leverage the Akida revolutionary technology in markets such as automotive, IoT, cameras, gaming and industrial robotics.
.
...
“The MegaChips and BrainChip partnership furthers both company’s missions to push boundaries and offer unprecedented products,” said Rob Telson, BrainChip VP of Worldwide Sales and Marketing. “By providing Akida’s on-chip learning and ultra-low power Edge AI capabilities as an integrated technology in MegaChips’ ASIC solutions, we are able to deliver a cascading array of benefits to cutting-edge products that not only ensure power efficiency without compromising outcomes but can run autonomously for incremental learning without the need to go back and forth to the cloud. This is an exciting collaboration from both a business perspective as well as from an industry-altering aspect.”

Note the announcement refers to both licence and partnership.

This announcement is much more open than I had first understood, as I thought it was for Akida 1, but, as Akida 2 was already pretty much fully developed, it would make more sense if the subject matter of the licence were to be more open ended.

That said, there was an idea floated that a chip maker like Megachips couldmake Akida chips to order for 3rd party customers. Sadly, we are not aware of any royalties from this licence, so we are back to the original commercial run for Akida 1, which I believe someone said was 75k. I guess the number of 1500s would be of that order as well.

Now I think it would be more likely thay Megachips would be more interested in Akida 2 than Akida 1, especially considering the 8 times efficiency improvement. There was a lot of scuttlebutt about tapeout of AKida at the end of last year. However, I think TENNs has continued to evolve in the interim, so the tapeout would need to be adjusted. Given that this is an electronic file, that would not be too much of a burden.

The tapeout of Akida 2 will be significantly different from the Akida 1 tapeout, changing from 4 bits to 8 bits and incorporating TENNs and other new features like skip connexions (an anti-hallucigen).

Also remember that the number of nodes can be changed for a customer-specified production run. This inventory problem was a major consideration in the switch to IP only.

And now, of course, we have PICO, a major "wake up" power saving configuration ...

Re cybersecurity:

I've been an enthusiast for this type of application since the DUTH (Democritus University of Thrace) days. The CNRT from QV is incorporated in an M.2 PCB, about the size of a credit card. Many terminals have plug-in slots for M.2 cards. However, smaller devices such as mobile phones would not be able to accommodate an M.2 card, but an internet gateway, an edge box/server etc., would. I think the gateway is a main focus of our marketing at the moment.

To incorporate our cybersecurity solution in a mobile phone, it would need to have Akida designed into its electronics, possibly as a SoC incorporating the mobile processor, so that's a little further out, but given the scramble to incorporate LLMs in phomes, there would/could/should be substantial pressure on phone makers to include SNN capability.

Please remember, this is all speculation by DioGPT and not investment advice.
Glad you raised a few issues.
Tape outs are extremely complex, expensive and time consuming.
Once done it does not matter how many AKIDA 1000 OR 1500 chips we have in stock.
If we get a volume order of say AKIDA 1000 or 1500 chips we just organise a production run at manufacturing cost.
Eg, If Onsor want volume we can order a production run.
If a company wants to incorporate AKIDA 1000 or 1500 into its own chip it buys IP.
Eg, Renesas took out a license in December 2020 and took 2 years to design a chip as it announced a tape out in December 2022.
I suspect it's an Automotive chip that will not appear in commercial vehicles until 2027 onwards.
Megachips plans?
Not sure whether they will tapeout AKIDA Gen 2. If they do not, then we can rule out smallish business using it unless someone else tapes it out under contract and sells volume under an arrangement.
I think the problem BRN has ATM is that once taped out you can make minor alterations but not major without having to go thru the expensive process again.
A Pico or Pico plus size hardware may work in mobile phones and or smaller health implant devices.
HaiLA would be ideal with Pico for long life. Health implants.
There is a lot to look forward to but patience is still required.
Sean said it all when he said near term revenue would be from smaller clients with shorter testing timeframes.
 
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manny100

Top 20
“Yeah ... but ... apart from aviation and defence ... where else could Akida CNRT be used?”

Does it start with C and has a couple of Y’s in it? 😉
Bigger business with work from home staff, staff on the road or travelling and sub office staff all carry devices including lap tops, phones, printers, etc that access the mainframe network. These devices provide openings for hackers.
Government departments have a lot of work from home staff which increase the vulnerability for cyberattack. We have seen plenty of cyberattacks in Australia where private data has been stolen.
Not sure what the C and a couple of Y's is:rolleyes:
 
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