BRN Discussion Ongoing

[gilti]

its got even worse in the last 5 minutes
cockroaches is too nice a word.

Time	Price $	Volume	Value $	Market	Condition
2:46:41 PM​	0.1725​	27​	4.6575​	CXA
2:46:32 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	21​	3.6225​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	27​	4.6575​	CXA
2:46:21 PM​	0.1725​	7​	1.2075​	CXA
2:46:09 PM​	0.1725​	986​	170.085​	ASX	CXXT
2:46:07 PM​	0.175​	5​	0.875​	ASX
2:45:53 PM​	0.1725​	5069​	874.4025​	ASX	CXXT
2:45:19 PM​	0.1725​	986​	170.085​	ASX	CXXT
2:45:09 PM​	0.1725​	986​	170.085​	ASX	CXXT
2:45:01 PM​	0.175​	5​	0.875​	ASX
2:44:22 PM​	0.1725​	986​	170.085​	ASX	CXXT
2:44:22 PM​	0.1725​	986​	170.085​	ASX	CXXT
2:44:22 PM​	0.1725​	3893​	671.5425​	ASX	CXXT
2:44:18 PM​	0.1725​	23​	3.9675​	ASX	CXXT
2:44:18 PM​	0.1725​	3634​	626.865​	ASX	CXXT
2:44:18 PM​	0.1725​	7500​	1293.75​	ASX	CXXT
2:44:15 PM​	0.175​	9118​	1595.65​	CXA
2:44:15 PM​	0.175​	1361​	238.175​	CXA
2:44:13 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:44:13 PM​	0.1725​	26​	4.485​	ASX	CXXT
2:44:13 PM​	0.1725​	2​	0.345​	ASX	CXXT
2:44:13 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:44:13 PM​	0.1725​	544​	93.84​	ASX	CXXT
2:44:13 PM​	0.1725​	534​	92.115​	ASX	CXXT
2:44:13 PM​	0.1725​	45621​	7869.623​	ASX	CXXT
2:44:13 PM​	0.1725​	51000​	8797.5​	CXA
2:44:13 PM​	0.1725​	2845​	490.7625​	CXA
2:44:02 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:44:02 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:44:02 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:43:52 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:43:52 PM​	0.1725​	28​	4.83​	ASX	CXXT
2:43:43 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:43:43 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:43:42 PM​	0.1725​	155​	26.7375​	ASX	CXXT
2:43:42 PM​	0.17​	5628​	956.76​	ASX
2:43:33 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:43:24 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:43:24 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:43:17 PM​	0.1725​	3000​	517.5​	CXA
2:43:15 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:43:15 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:43:05 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:43:05 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:43:05 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:56 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:47 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:42:47 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:38 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:42:38 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:29 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:42:28 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:10 PM​	0.1725​	3​	0.5175​	ASX	CXXT
2:42:10 PM​	0.1725​	28​	4.83​	ASX	CXXT
2:42:00 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:42:00 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:41:56 PM​	0.1725​	44​	7.59​	CXA
2:41:56 PM​	0.1725​	59​	10.1775​	ASX	CXXT
2:41:56 PM​	0.1725​	58​	10.005​	ASX	CXXT
2:41:56 PM​	0.17​	2093​	355.81​	ASX
2:41:56 PM​	0.17​	2093​	355.81​	ASX
2:41:56 PM​	0.1725​	60000​	10350​	CXA
2:41:51 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:41 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:41:41 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:31 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:41:31 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:20 PM​	0.1725​	30​	5.175​	ASX	CXXT
2:41:19 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:19 PM​	0.17​	880​	149.6​	ASX
2:41:19 PM​	0.1725​	148​	25.53​	ASX	CXXT
2:41:19 PM​	0.17​	5380​	914.6​	ASX
2:41:12 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:41:12 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:02 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:41:02 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:41:02 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:40:52 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:40:52 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:40:43 PM​	0.1725​	24​	4.14​	ASX	CXXT
2:40:43 PM​	0.17​	880​	149.6​	ASX
2:40:42 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:40:42 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:40:32 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:40:32 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:40:23 PM​	0.1725​	28​	4.83​	ASX	CXXT
2:40:14 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:40:14 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:40:04 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:40:04 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:39:55 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:39:39 PM​	0.1725​	2​	0.345​	ASX	CXXT
2:39:39 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:39:39 PM​	0.1725​	5​	0.8625​	ASX	CXXT
2:39:36 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:39:36 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:39:17 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:39:17 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:39:07 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:38:58 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:38:58 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:38:48 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:38:48 PM​	0.1725​	27​	4.6575​	ASX	CXXT
2:38:38 PM​	0.1725​	28​	4.83​	ASX	CXXT
2:38:29 PM​	0.1725​	1​	0.1725​	ASX	CXXT
2:38:29 PM​	0.1725​	27​	4.6575​	ASX	CXXT

 

[gex]

well I topped up, Too cheap if you ask me. But I'm a nobody

 

[Terroni2105]

I can’t help feeling a bit disenchanted.

The fact that the company is now allocating SPP funds to continue Akida 2 development and prepare for potential silicon deployment suggests they’re no longer concerned about “competing with customers,” which was the original reason Sean gave for not taping it out themselves.

I realise this doesn’t necessarily mean there’s zero interest - the neuromorphic market is still nascent, and many OEMs prefer to see actual silicon before committing. But it does seem to imply that no customer has taken up a licence strong enough to move Akida 2 into production.

It makes me wonder whether this was a significant misstep, and whether the path to Akida 2 commercialisation has now become unnecessarily protracted as a result.

I genuinely hope you’re right and that there is a solid basis for Sean’s upbeat comments about expected revenue in his recent interview.

But as far as I can tell, revenue can only come from new licences being signed. There are no royalties yet (at least none that we’re aware of), and the first revenue from Akida 1500 won’t arrive until the initial batch of 73,000 chips hits the market in 2027, unless I'm either mistaken or missing something.

Don't mean to be a Debbie Downer, but my optimism appears to be on annual leave at the moment...

“It makes me wonder whether this was a significant misstep, and whether the path to Akida 2 commercialisation has now become unnecessarily protracted as a result.”

That is % what I believe has happened. Very unfortunate for us long term holders.
I also hold Sean primarily responsible, secondly the board.
Can’t help but feel deflated.
I continue to hold and continue to have faith in the technology, just need a management team up to the mark.

 

[Diogenese]

I can’t help feeling a bit disenchanted.

The fact that the company is now allocating SPP funds to continue Akida 2 development and prepare for potential silicon deployment suggests they’re no longer concerned about “competing with customers,” which was the original reason Sean gave for not taping it out themselves.

I realise this doesn’t necessarily mean there’s zero interest - the neuromorphic market is still nascent, and many OEMs prefer to see actual silicon before committing. But it does seem to imply that no customer has taken up a licence strong enough to move Akida 2 into production.

It makes me wonder whether this was a significant misstep, and whether the path to Akida 2 commercialisation has now become unnecessarily protracted as a result.

I genuinely hope you’re right and that there is a solid basis for Sean’s upbeat comments about expected revenue in his recent interview.

But as far as I can tell, revenue can only come from new licences being signed. There are no royalties yet (at least none that we’re aware of), and the first revenue from Akida 1500 won’t arrive until the initial batch of 73,000 chips hits the market in 2027, unless I'm either mistaken or missing something.

Don't mean to be a Debbie Downer, but my optimism appears to be on annual leave at the moment...

Yes. The delay in revenue is disheartening, but there is a lot of genuine progress ... Frontgrade, RTX, Onsor, ... the recent mention of Akida for cybersecurity, ... (I know: "Show me the money!")

Did I ever mention that I think cybersecurity is the greatest unmet need?

I mistakenly thought 1500 would have TENNs because the new datasheet mentions MACs, but @Guzzi62 pointed out that there is no mention of TENNs. So the real world is yet to experience the full capabilities of TENNs in Akida 2 SoC (ignoring the on-line FPGA which is a pale imitation) ... only 582 more sleeps ...

 

[Bravo]

Yes. The delay in revenue is disheartening, but there is a lot of genuine progress ... Frontgrade, RTX, Onsor, ... the recent mention of Akida for cybersecurity, ... (I know: "Show me the money!")

Did I ever mention that I think cybersecurity is the greatest unmet need?

I mistakenly thought 1500 would have TENNs because the new datasheet mentions MACs, but @Guzzi62 pointed out that there is no mention of TENNs. So the real world is yet to experience the full capabilities of TENNs in Akida 2 SoC (ignoring the on-line FPGA which is a pale imitation) ... only 582 more sleeps ...

582 more sleeps!

OMG! Someone pass me the Grape-Flavoured Emotion Support Fluid (aka wine) ASAP… preferably in a bottle the size of a rain water tank!

 

[Tothemoon24]

It’s based on the same event-based neuromorphic technology found on the earlier AKD1000, relying on spiking neural networks (SNN) to deliver real-time inference in a way that is much more efficient than traditional AI chips. What’s new here is that thanks to PCIe and SPI interfaces, the new ADK1500 co-processor can be paired to a wide range of hosts, ranging from Linux-capable application processors to resource-constrained microcontrollers with x86, Arm, or RISC-V architectures.



BrainChip AKD1500 key features and specifications:

• Akida Neuron Fabric
  • Clocked at 5 to 400 MHz
  • Delivering up to 800 effective GOPS at <1mW/GOPS
  • On-device learning capabilities to enable “secure application personalization, without the need for a Cloud connection or retraining”
• On-Chip Conversion Complex
• Memory/Storage
  • 1MB on-chip local memory
  • SPI D/Q/O memory expansion interface (can also be used for sensors)
• Host interfaces
  • PCIe Gen2 Endpoint Interface
  • SPI S/D/Q/O Peripheral Interface
• Power dissipation – 250 mW typical at 400 MHz
• Dimensions – 7×7 mm MFCTFBGA169 package, 0.5 mm pitch
• Process – GlobalFoundries 22 nm FD-SOI CMOS digital logic process

BrainChip Software development platforms and workflow
The new Edge AI co-processor still relies on BrainChip’s MetaTF software flow, leveraging popular AI frameworks such as TensorFlow/Keras and ONNX/Pytorch. Developers can also make use of MCU SDKs like Edge Impulse or DeGirum, and compile and optimize their chosen models for the AKD1500. There’s some limited documentation (datasheet) available through the developer website(free email registration required).

Potential applications for the AKD1500 include personalized learning Edge AI systems, Edge AI Vision Systems for ADAS/autonomous vehicles, tobots, drones, and video surveillance, industrial IoTfor monitoring, control, and predictive maintenance, as well as Smart Home devices such as Smart Speakers and other voice-controlled appliances.

BrainChip AKD1500 samples are available now, and volume production is scheduled for Q3 2026. Some early customers, namely Parsons, Bascom Hunter, and Onsor Technologies, have already designed AI-enabled sensing applications based on the AKD1500 co-processor for medical and defense-related applications.

Brainchip AKD1500 PCIe/SPI Edge AI co-processor to power battery-operated wearables and IoT devices - CNX Software

BrainChip AKD1500 is an ultra-efficient Edge AI co-processor delivering up to 800 GOPS while consuming just 300 mW of power, making it suitable for

www.cnx-software.com

 

[Jacob Kiraz]

Yes. The delay in revenue is disheartening, but there is a lot of genuine progress ... Frontgrade, RTX, Onsor, ... the recent mention of Akida for cybersecurity, ... (I know: "Show me the money!")

Did I ever mention that I think cybersecurity is the greatest unmet need?

I mistakenly thought 1500 would have TENNs because the new datasheet mentions MACs, but @Guzzi62 pointed out that there is no mention of TENNs. So the real world is yet to experience the full capabilities of TENNs in Akida 2 SoC (ignoring the on-line FPGA which is a pale imitation) ... only 582 more sleeps ...

Question is there any other company out there that can do what akida can do, if so is there a product out that does similar in the .market place today

 

[Diogenese]

“It makes me wonder whether this was a significant misstep, and whether the path to Akida 2 commercialisation has now become unnecessarily protracted as a result.”

That is % what I believe has happened. Very unfortunate for us long term holders.
I also hold Sean primarily responsible, secondly the board.
Can’t help but feel deflated.
I continue to hold and continue to have faith in the technology, just need a management team up to the mark.

Back when we went "IP-only", we took the high road (very few customers), while Synsense took the low road.

At the time (unbeknownst to SHs) TENNs was already in the pipeline, so, although we threw the newborn Akida 1000 out with the bath water, there was some rationale for the decision, albeit based partially on a mistaken undervaluing of Akida 1000. At the time the company was under extreme financial pressure, but still needed to develop the silicon for TENNs.

Nevertheless, the worth of Akida 1000/1500 shone through, and management belatedly (about 2.75 years belatedly) woke up to the market need for 1500. 1500 has the advantage of not requiring the ARM Cortex licence of 1000, freeing it up to be used with any other CPU/GPU including RISC-V for configuration.

There was some hubris born of ignorance about the difficulties of the IP-only model, but I think there was also some ethical concern about keeping faith with EAPs by not wanting to sell them a pup which would be superseded by TENNs. Indeed the EAPs may have been in on the TENNs secret.

So much for the spilt milk ...

We do have genuine customers for 1500.

WE have also expanded our product range to include software/model libraries.

So the short term forecast is overcast, but every cloud has an Akida lining. (Not meteorological advice).

 

[Diogenese]

Question is there any other company out there that can do what akida can do, if so is there a product out that does similar in the .market place today

Hi JK,

Our on-chip learning is a distinguishing feature.

Loihi 2 is still a lab curiosity.

Synsense needs different chips for different applications (audio v video).

There are a few analog proponents, but I believe analog remains fairly low-fi.

There are several other players, but I don't think there are any who can match TENNs.

 

[manny100]

Hi JK,

Our on-chip learning is a distinguishing feature.

Loihi 2 is still a lab curiosity.

Synsense needs different chips for different applications (audio v video).

There are a few analog proponents, but I believe analog remains fairly low-fi.

There are several other players, but I don't think there are any who can match TENNs.

Spot on Dio, there are countless inventions/new products/devices etc emanating from Space and defense and turning into mass adoption. We are fortunate to be just getting into both space and defense.
Our big advantage is adaptable, on chip learning.

 

[Frangipani]

#gsa2025 #shanghai #brainchip #edgeai #neuromorphicai | Jerry Kuo

Super excited to represent Brainchip at GSA International Summit 2025 in Shanghai! Awesome people, edge AI vibes, and epic views at the Bund 🌉⚡ Let’s build smarter Edge AI together! #GSA2025 #Shanghai #Brainchip #EdgeAI #NeuromorphicAI

www.linkedin.com

 

[TECH]

Brainchip AKD1500 PCIe/SPI Edge AI co-processor to power battery-operated wearables and IoT devices - CNX Software

BrainChip AKD1500 is an ultra-efficient Edge AI co-processor delivering up to 800 GOPS while consuming just 300 mW of power, making it suitable for

www.cnx-software.com

Nice article, reprint, but still will be picked up by interested parties worldwide, nothing beats getting your name out there,
awareness beats hiding in a lab with a bong hoping to make it big one day.........

 

[DK6161]

Managed to buy back your shorts then

Too funny, Pom. You are the only reason I keep coming back.

 

[smoothsailing18]

Back when we went "IP-only", we took the high road (very few customers), while Synsense took the low road.

At the time (unbeknownst to SHs) TENNs was already in the pipeline, so, although we threw the newborn Akida 1000 out with the bath water, there was some rationale for the decision, albeit based partially on a mistaken undervaluing of Akida 1000. At the time the company was under extreme financial pressure, but still needed to develop the silicon for TENNs.

Nevertheless, the worth of Akida 1000/1500 shone through, and management belatedly (about 2.75 years belatedly) woke up to the market need for 1500. 1500 has the advantage of not requiring the ARM Cortex licence of 1000, freeing it up to be used with any other CPU/GPU including RISC-V for configuration.

There was some hubris born of ignorance about the difficulties of the IP-only model, but I think there was also some ethical concern about keeping faith with EAPs by not wanting to sell them a pup which would be superseded by TENNs. Indeed the EAPs may have been in on the TENNs secret.

So much for the spilt milk ...

We do have genuine customers for 1500.

WE have also expanded our product range to include software/model libraries.

So the short term forecast is overcast, but every cloud has an Akida lining. (Not meteorological advice).

Csn i ask then, what is you estimate time to blue skys from this short term over cast run way.

One would expect clouds thinning out by Jan 2026 ?

 

[Deleted member 3781]

The comments what kind of answer do you expect to get? “Oh yeah.. we will get billions from tomorrow”?

#gsa2025 #shanghai #brainchip #edgeai #neuromorphicai | Jerry Kuo

Super excited to represent Brainchip at GSA International Summit 2025 in Shanghai! Awesome people, edge AI vibes, and epic views at the Bund 🌉⚡ Let’s build smarter Edge AI together! #GSA2025 #Shanghai #Brainchip #EdgeAI #NeuromorphicAI

www.linkedin.com

 

[Jimmy17]

Csn i ask then, what is you estimate time to blue skys from this short term over cast run way.

One would expect clouds thinning out by Jan 2026 ?

Who in their right mind would like to answer such a question and open themselves up to such ridicule after years and years of disappointments. I dont even think SH really knows.

 

[Frangipani]

#dlr #simi #fortiss | BrainChip

Neuromorphic computing is leveling up! The fortiss x neuroTUM Munich Neuromorphic Hackathon pulled together real industry challenges from #DLR, #Simi GmbH, and #fortiss, giving participants five days to build high impact solutions in drone detection, gait identification, and anomaly detection...

www.linkedin.com

View attachment 93078

Here’s a nice group photo showing the winners of the 3rd Munich Neuromorphic Hackathon (Team AnomEye), standing next to Axel von Arnim, Head of Neuromorphic Computing at fortiss. All four of them are TUM Master students (well, technically speaking, the young lady in the middle just graduated in October) and now have hands-on experience with AKD1500.

One year ago, I took a leap of faith: Pivoting from mechanical engineering into robotics, AI, and computer science. It’s been a tough, transformative year, but it feels like things are finally… | Martin Waxenberger

One year ago, I took a leap of faith: Pivoting from mechanical engineering into robotics, AI, and computer science. It’s been a tough, transformative year, but it feels like things are finally clicking into place. Perfect timing for a real test and to see how far I’ve come in a field I wanted...

www.linkedin.com

 

[Diogenese]

Csn i ask then, what is you estimate time to blue skys from this short term over cast run way.

One would expect clouds thinning out by Jan 2026 ?

Before El Nino, there was Inigo Jones' protegee Lennox Walker to do the long range forecast.

https://www.eoas.info/biogs/P003317b.htm


Every break in the clouds is a sunbeam:

Michael Leunig snuck out very quietly last year.

 

[TECH]

Too funny, Pom. You are the only reason I keep coming back.

Next time you decide to make nasty comments about Peter and his kindness in donating funds to research projects here in Perth or anyway else that involves research into finding cures to wipe out horrible diseases that effect millions of humans who never got an even break like you or me in life, well, take a good hard look at yourself, the words greed, self-centred come to mind.

You also forget, who was the one who created the technology in the first place, the individual that you invested in, the individual who is still the number one shareholder, the one who also sits on the board, the one who leads our SAB, the one who challenges Sean and holds him to account, stop with your selfish, narcissistic comments, if you actually hold Brainchip shares, well I'm pleased for you, but honestly your comments directed somewhat to our founder are offensive, and yes, he does view this site from time to time, so show a little bit more respect please.

Thanks Tech (Perth)

 

[Humble Genius]

Update from Onsor re NEXA glasses. Looking at their timeline, they may just be waiting on patent approval.

Interesting, considering I received this reply from them a few weeks ago....