BRN Discussion Ongoing

Hi SS,

Perhaps a hyphen?
Apologies on my grammar, I am not the brightest in this field.
 
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Diogenese

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Apologies on my grammar, I am not the brightest in this field.
Don't bring your relatives into this.

PS: I don't know the proper syntax. It's really just that I initially misread "re-sign" as "resign".
 
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7für7

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Today I was at a trade fair in Japan. I can only say that AI systems for detecting foreign objects and any anomalies or expiration dates in all kinds of products are booming. In just one hall I found five companies that specialize in these kinds of systems using third-party software. Unfortunately, none of them wanted to reveal which AI they’re using. Maybe Bravo can research it if she feels like it, or Esq, etc.


 

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Diogenese

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Sounds good Manny but let's hope we don't get any good staff pouched. The US Gov seems to be a bottomless pit when it comes to the DOD.
Hi Boab,

I notice that Bluglass refers to DoD but also refers to DoW in their latest presentation:

BLGDA (they just did a consolidation), have a special semiconductor manufacturing process (Remote Plasma Chemical Vapour Deposition - RPCVD) which improves laser performance. They talk a good powerpoint:

https://bluglass.com/app/uploads/FOR-RELEASE-BluGlass-2025-AGM-Slides.pdf

NB: I hold BLG, so anything I say should be treated with kid gloves.
 
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Hi Boab,

I notice that Bluglass refers to DoD but also refers to DoW in their latest presentation:

BLGDA (they just did a consolidation), have a special semiconductor manufacturing process (Remote Plasma Chemical Vapour Deposition - RPCVD) which improves laser performance. They talk a good powerpoint:

https://bluglass.com/app/uploads/FOR-RELEASE-BluGlass-2025-AGM-Slides.pdf

NB: I hold BLG, so anything I say should be treated with kid gloves.
I held Bluglass about 16 or 17 years ago, maybe longer. Always liked the company.

SC
 

TECH

Regular
Thats only 7 months Tech, or are you saying 18 months from Jan 25 when you said 25 would be a breakout year, Why 25 and now why June 26
Hi Jacob,

Being able to accept that things, namely timelines change, being able to be flexible and learning to adapt to shifting sands in this extremely ever changing landscape is all part and parcel of being an educated investor.

To deny that Brainchip has advanced our technology, to deny that Brainchip has expanded it's footprint, to deny that our offering to developers has somehow deminished over the last 12 months when I decided to post my own personal timeline to judge our company's progress would be completely foolish.

I'm still proud to own shares in our company, I've been honest with you privately and on this forum, by June 2026 I believe we will finally see some real traction, and if so, I'll stay invested for a further 18 months.

Changing one's position is a positive thing, not a negative viewpoint, any successful investor will always evaluate their position based on their own goals and values.

I still trust Peter, Anil and the entire Brainchip team to deliver, if not then I'd have sold out north of $2 and locked in a few million dollars.

I'll leave it there. cheers Tech🏒👍
 
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Diogenese

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I held Bluglass about 16 or 17 years ago, maybe longer. Always liked the company.

SC
Looks like they are getting some traction now. They hived off the diode business to concentrate on lasers. Have you looked at the presentation? (NFA).
 
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Frangipani

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Just over ten months ago, I spotted the above job ad by Data Science UA, a company from Ukraine:

“(…) Data Science UA is looking for a Junior Machine Learning Engineer to become a helping hand for our internal Data Science team. Do you want to work on some real projects for our Clients and/or perform R&D of novel AI algorithms and platforms (in particular, on the neuromorphic platform Brainchip Akida)? (…)”

I just noticed that earlier today their Head of AI Consulting, who has a PhD in polymer chemistry and describes his job as “specializing in integrating AI solutions into chemical and pharmaceutical R&D” posted very favourably about neuromorphic chips in general and Akida in particular, which they had assessed in their latest R&D project, benchmarking it against NVIDIA Jetson hardware. A paper on this R&D project is currently being worked on.

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An IT association based in the Ukrainian city of Chernivtsi organised the AI Hills Conference that took place there on Saturday and brought together over 200 participants interested in AI.

Since one of the invited speakers happened to be a gentleman presenting on neuromorphic chips, I decided to have a closer look at the uploaded conference pictures and video, since we’ve known for over a year that Ukraine-based Data Science UA has been playing around with Akida. And bingo - the speaker did indeed represent Data Science UA!



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According to my Google Lens translation, Ilya Babichev started out talking about the advantages and disadvantages of neuromorphic chips in general - the disadvantages being that precision-wise, they have yet to prove themselves more accurate than the “classic” (= von Neumann) architecture, that the software for NC has not yet caught up with the hardware and that well-defined performance benchmarks were still missing.

After introducing AKD1000, he listed at least three different use cases, namely drone detection (obviously a very important real life use case in 2025 Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.


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Ukrainian company Data Science UA 🇺🇦, which is headquartered in London and offers AI consulting and development of AI solutions for all kinds and sizes of businesses, is celebrating its 9th birthday today! 🎉

Despite Putin’s Russia continuing to ruthlessly attack Ukraine on a daily basis, the team around Dubai-based Founder and CEO Aleksandra Boguslavskaya - many of whom are based in Ukraine - keeps growing.


As I laid out in previous posts 👆🏻, Data Science UA were testing Akida for several use cases last year: sustainable AI model training for object detection and identification in images or videos, drone detection (obviously a very important real life use case in Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.

Not sure, though, whether “neuromorphic chips”👇🏻refers to more than one Akida chip or implies they also evaluated other companies’ neuromorphic product offerings.



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Frangipani

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Frangipani

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Ukrainian company Data Science UA 🇺🇦, which is headquartered in London and offers AI consulting and development of AI solutions for all kinds and sizes of businesses, is celebrating its 9th birthday today! 🎉

Despite Putin’s Russia continuing to ruthlessly attack Ukraine on a daily basis, the team around Dubai-based Founder and CEO Aleksandra Boguslavskaya - many of whom are based in Ukraine - keeps growing.


As I laid out in previous posts 👆🏻, Data Science UA were testing Akida for several use cases last year: sustainable AI model training for object detection and identification in images or videos, drone detection (obviously a very important real life use case in Ukraine!), keyword detection and recognition of surface types, such as identifying areas of soil suitable for planting crops with the help of a quadcopter, in areas where forest fires and deforestation have resulted in land that can be repurposed for agriculture.

Not sure, though, whether “neuromorphic chips”👇🏻refers to more than one Akida chip or implies they also evaluated other companies’ neuromorphic product offerings.



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Just saw that the Data Science UA company LinkedIn account posted something similar earlier, this time explicitly naming Akida as the neuromorphic chip they had tested in 2024.

Although their statement “One of the first R&D teams to test the neuromorphic Akida chip in 2024” sounds somewhat puzzling to me.
It’s hard to imagine they mean “one of the first in 2024”, because they did it early in the year, like in January/February?

However, they verifiably weren’t among the first researchers ever to test AKD1000 (and that’s the neuromorphic chip they evaluated according to the 2024 AI Hills Conference presentation)…

Although in the grand scheme of things, they may one day count themselves as having been among the first - very broadly speaking. 😉



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7für7

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Today I was at a trade fair in Japan. I can only say that AI systems for detecting foreign objects and any anomalies or expiration dates in all kinds of products are booming. In just one hall I found five companies that specialize in these kinds of systems using third-party software. Unfortunately, none of them wanted to reveal which AI they’re using. Maybe Bravo can research it if she feels like it, or Esq, etc.



Back at the hotel I had a quick look through my notes and listed the companies I saw that were showcasing AI solutions

VRAIN Solution …AI-based visual inspection for food factories
KOSKA…AI X-ray and appearance inspection systems (foreign object detection etc.)
Flare Original (“AI Inspector”) – AI foreign object detection and robot sorting systems
Yamazen / KataKyudo (“EYEbeGenesis”) (was together with VRAIN actually)… AI image inspection system for industrial/food use.
And JCM …AI-equipped showcase-type vending machines

That’s not a complete list…just some of the ones that were clearly branded as “AI” on their materials. If someone is interested..

Not to forget this company I mentioned a while ago

Post in thread 'BRN Discussion Ongoing'
https://thestockexchange.com.au/threads/brn-discussion-ongoing.1/post-417354
 
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Cardpro

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As far as Megachip goes, I am assuming brainchip will disclose within a week of a resign with them and advise shareholders before Christmas that we are still in a partnership. Imo🙏.
If that's the case, why did they raise capital a few weeks ago instead of waitinf to announce that positive news..?
 
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Frangipani

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Sean Hehir got interviewed on the latest episode of The Brave Technologist podcast, hosted by Luke Mulks, VP of Business Operations at Brave Software and recorded sometime in October:

“BrainChip: Bringing Brain-Inspired AI into Everyday Devices”

From 10:23 min: “So I’m often asked: “Do you ever see the day, where the cloud is abandoned?” Of course not! I think what I call is the right tool for the right job, these two kind of, let’s call it approaches will co-exist. It just makes good common sense, right?”

From 14:30 min: “I would say simply stay tuned to us and watch what we’re gonna announce later this year. I think you’ll be amazed about the functionality we’re gonna be talking about. And, you know, later this year is not that long, as we’re already in October. Later this year, early next year, there’s a lot of things we’re gonna be announcing, you’ll see the possibilities. So, the short answer is: Almost everything you can see in the cloud, will be available on the edge. I strongly believe that.”






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Looks like they are getting some traction now. They hived off the diode business to concentrate on lasers. Have you looked at the presentation? (NFA).
No mate. They only had the diode business back then. Lasers are a good business to be in if your any good. I have shares in EOS and they are wotld leaders in laser tech. I'll have a look at the presso.

SC
 
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Fiendish

Regular
Sounds like we should be expecting some juicy announcements very very soon! Hopefully super juicy!
 
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IloveLamp

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Boab

I wish I could paint like Vincent
Sounds like we should be expecting some juicy announcements very very soon! Hopefully super juicy!
The word I focused on was FUNCTIONALITY. So thinking it will be more about the updated version of AKIDA and its new capabilities.
But like you I am confident about some juicy IP announcements in the near future.
Cheers
 
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7für7

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An Artikel on LinkedIn not mentioned Brainchip but with interesting comments (from @Dallas )

 
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7für7

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Interesting 🧐

“Larger capacity: Larger storage capability is one of the factors to enable increased local computational and processing power. Traditional cloud-based AI systems require sensitive data to travel across networks for processing, posing the risk of data breaches. Edge AI fundamentally lessens this risk by processing data locally, where it is created. Micron's G9 UFS 4.1 offers a large capacity option of 1TB NAND to help drive the need for on-device data processing, enabling your smartphone to handle complex computations right at your fingertips.”

 
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