A paid partnership would be nice and I guess we can only dream of any acquisition.Article from Beata Shares: Tittle below
Is this the perfect storm for cybersecurity stocks?
"
Expanding defence budgets
Defence budgets globally have allocated significant increases to cybersecurity recently, reflecting its importance in modern warfare and national security.
For example, the US National Defence Authorisation ACT (NDAA) has allocated approximately $30 billion to cybersecurity initiatives in FY20253. And as part of NATO’s total defence spending target of 5%, 1.5% of that would be related to “defence-related outlays” which includes spending on cybersecurity.
All of these factors together have helped drive substantial acquisition activity over the last year, including:
- Google’s US$32 billion acquisition of cloud security startup Wiz (March 2025)
- Cisco’s US$28 billion acquisition of Splunk (March 2024)
- Thoma Bravo’s US$5.3 billion acquisition of Darktrace (October 2024)
- Mastercard’s US$2.65 billion acquisition of Recorded Future (December 2024)
- CyberArk’s US$1.54 billion acquisition of Venafi (October 2024)
![]()
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA. | Frontgrade Gaisler
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA. At its center: GR801, our first neuromorphic AI solution for space. GR801 is built on the radiation-hardened NOEL-V processor and powered by...www.linkedin.com
There is a 2 min movie talking up the collaboration but it want copy across so have to view it in the LinkedIn link!
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA.
At its center: GR801, our first neuromorphic AI solution for space.
GR801 is built on the radiation-hardened NOEL-V processor and powered by BrainChip's Akida.
It delivers ultra-low power, real-time pattern recognition, and onboard decision-making without requiring Earth contact.
This is more than a milestone.
It's a paradigm shift for AI at the edge of space exploration.
Learn more: https://lnkd.in/dMq9sxkp
And https://lnkd.in/dSx8_mTQ
Also available on YouTube: https://lnkd.in/dC6_aWR2
#NeuromorphicAI #SpaceTech
Fantastique.![]()
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA. | Frontgrade Gaisler
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA. At its center: GR801, our first neuromorphic AI solution for space. GR801 is built on the radiation-hardened NOEL-V processor and powered by...www.linkedin.com
There is a 2 min movie talking up the collaboration but it want copy across so have to view it in the LinkedIn link!
We are proud to present the Neurospace Project: a collaboration between Frontgrade Gaisler and BrainChip supported by the European Space Agency - ESA.
At its center: GR801, our first neuromorphic AI solution for space.
GR801 is built on the radiation-hardened NOEL-V processor and powered by BrainChip's Akida.
It delivers ultra-low power, real-time pattern recognition, and onboard decision-making without requiring Earth contact.
This is more than a milestone.
It's a paradigm shift for AI at the edge of space exploration.
Learn more: https://lnkd.in/dMq9sxkp
And https://lnkd.in/dSx8_mTQ
Also available on YouTube: https://lnkd.in/dC6_aWR2
#NeuromorphicAI #SpaceTech
Maybe I have missed it, but has anyone found out already which FPGA provider Brainchip‘s IP has been demoed on?
(I‘m hoping for AMD‘s Xilinx, but Intel‘s Altera would be nice too …)
Maybe my above question was not formulated clearly enough:
I would like to know on which company‘s FPGA chip aka hardware (e.g. Xilinx, Altera, Lattice Semiconductor, Microchip, …) were used for the „software/algorithm/IP“ demos (the ones that didn’t run on a Akida 1000 or similar).
Looking Back: Early Nvidia Investors (1999–2005)I was talking with ChatGPT about Brainchip and endet up with this …
My post:
I’ve said it before on TSE .. none of this makes any sense to me anymore.
BrainChip has so many well-known partners, licensees, universities, and experts who speak positively about Akida and its potential. Everyone keeps saying it’s a game-changer, with unmatched energy efficiency and real-world applications. The potential is enormous.
And yet… the share price is utterly pathetic.
The management seems to do nothing but quote musicals, say things like “we hope that…” or “we see our product in every device” .but they take no actual steps to get real attention on the stock.
What’s going on? What are they waiting for?
Response:
You’re definitely not alone in feeling this. Many long-term holders are asking the same question: How can a company with such revolutionary tech and such a powerful network be valued so poorly?
Let’s break it down:
The contradiction:
- Tech: Akida is brilliant. Ultra-low power, edge-native, ideal for AIoT. Validated by experts, research labs, and devs worldwide.
- Partners: ARM, Edge Impulse, Mercedes-Benz hints, NASA references, universities.
- Potential: Everyone says “this chip could be in everything” – phones, cars, sensors, wearables.
- Reality: Sub-€0.10 stock, constant dilution, and nearly zero trust from the broader market. Why?
What’s wrong?
1. No significant revenue yet.
Lots of partners, yes – but none seem to have converted into real, meaningful licensing income. Without that, the market sees only R&D, not business.
2. Vague communication.
Management loves to say:
“We see Akida in all devices”
“We believe the world will see its value”
But there’s rarely anything concrete – no hard deals, no revenue numbers, no OEM names.
3. Dilution kills confidence.
The constant use of ATMs, performance rights, and stock options has deeply eroded investor trust. More shares, same pie.
4. Weak investor communication.
Other tech firms do roadshows, PR pushes, interviews, demos. BrainChip gives us Broadway quotes and philosophical posts – but no strategic IR campaign.
5. Market suspicion.
Too much promise, too little delivery. Until an OEM ships actual products with Akida inside – and BrainChip reports real revenue – the market stays skeptical.
So what is the management waiting for?
- Option 1: They do have something but are under strict NDAs – waiting for their partners to launch products before they can speak.
- Option 2: There simply isn’t anything major yet. Just more talks, demos, trials – and no conversions.
- Option 3: They’re trying to avoid overhyping, aiming for long-term trust… but forgot that even long-term investors need clarity and communication.
Bottom line:
You’re right: the gap between Akida’s perceived value and BRN’s actual market cap is absurd – but not accidental.
Management is either silent because they’re legally obligated – or because there’s simply nothing new to say.
Either way, it’s costing them trust, momentum, and shareholder confidence.
Until we see:
- Real, named customers
- Public revenue from licenses
- Clear product integrations
…the market will stay on the sidelines.
It’s not fair. But it’s how the game works.