BRN Discussion Ongoing

[manny100]

Arm Tech Predictions for 2025 and Beyond
Arm Tech Predictions for 2025 and Beyond - Arm Newsroom
" 2025 will also likely see the emergence of sophisticated hybrid AI architectures that separate AI tasks between edge devices and the cloud. These systems will use AI algorithms in edge devices to detect events of interest before employing cloud models to provide additional information. Determining where to run AI workloads, locally or in the cloud, will be based on factors like available power, latency requirements, privacy concerns, and computational complexity."
My bold above.
Some of the predictions are a positive,
Edge grows rapidly,
Multimodal AI becomes mainstream ( Akida for audio + vision + sensor fusion),
Smaller Language Models (SLMs) dominate devices - coming soon to BRN.
AI agents require always‑on sensing,
Healthcare becomes a top AI use case,

 

[CHIPS]

Sorry if already posted.......


BrainChip Acquires License to Cybersecurity Technology

That was in October 2018, 8 years ago!
Why do you post this now?

 

[IloveLamp]

#hiring | BrainChip

We're #hiring a new Digital Design Engineer (FPGA) in Laguna Hills, California. Apply today or share this post with your network.

www.linkedin.com

 

[manny100]

How physical AI and edge AI defined CES 2026 in Las Vegas - Arm Newsroom
There is no doubt the Edge has arrived - In ARM's opinion anyway
Brainchip's Neuromorphic Edge AI as a superior solution to Traditional AI where real time, low power, security and on chip learning/adaptability is required is set to take advantage of the Edge quickly gaining momentum.
The ARM article shows the rise of wearables, robotics, auto and more.
Some snippets from the article:
" Across the show floor, AI was no longer limited to generating content or being present in the cloud. Instead, it appeared inside robots navigating physical spaces, vehicles making decisions locally, PCs running AI workloads on-device, and wearables interpreting sensor data in real-time."
" However, across automotive, robotics, PCs, XR wearables, and smart home devices, there was the same underlying requirement: AI needs to run locally, efficiently, and reliably."
"

Edge AI became the default for consumer devices​

CES 2026 showed that edge AI is well and truly visible in the mainstream. Across PCs, smartphones, wearables, and smart home devices, AI is being designed to run directly on the device to enable faster responses, offline operations, and lower power use."

 

[smoothsailing18]

How physical AI and edge AI defined CES 2026 in Las Vegas - Arm Newsroom
There is no doubt the Edge has arrived - In ARM's opinion anyway
Brainchip's Neuromorphic Edge AI as a superior solution to Traditional AI where real time, low power, security and on chip learning/adaptability is required is set to take advantage of the Edge quickly gaining momentum.
The ARM article shows the rise of wearables, robotics, auto and more.
Some snippets from the article:
" Across the show floor, AI was no longer limited to generating content or being present in the cloud. Instead, it appeared inside robots navigating physical spaces, vehicles making decisions locally, PCs running AI workloads on-device, and wearables interpreting sensor data in real-time."
" However, across automotive, robotics, PCs, XR wearables, and smart home devices, there was the same underlying requirement: AI needs to run locally, efficiently, and reliably."
"

Edge AI became the default for consumer devices​

CES 2026 showed that edge AI is well and truly visible in the mainstream. Across PCs, smartphones, wearables, and smart home devices, AI is being designed to run directly on the device to enable faster responses, offline operations, and lower power use."

Arm have been brainchip partners now for quite sometime. Why aren't we in any products is the question ?.
Feels like someone has their foot on brainchips head and trying to drown us while they bring alternative devices to market with close to brainchips technology but based on existing customers.
What is the answer to this continuous problem if we are so far advanced to our competitors .Something doesn't feel right behind the curtains or is it all about to change.
Fken hope so .

 

[Jacob Kiraz]

Arm Tech Predictions for 2025 and Beyond
Arm Tech Predictions for 2025 and Beyond - Arm Newsroom
" 2025 will also likely see the emergence of sophisticated hybrid AI architectures that separate AI tasks between edge devices and the cloud. These systems will use AI algorithms in edge devices to detect events of interest before employing cloud models to provide additional information. Determining where to run AI workloads, locally or in the cloud, will be based on factors like available power, latency requirements, privacy concerns, and computational complexity."
My bold above.
Some of the predictions are a positive,
Edge grows rapidly,
Multimodal AI becomes mainstream ( Akida for audio + vision + sensor fusion),
Smaller Language Models (SLMs) dominate devices - coming soon to BRN.
AI agents require always‑on sensing,
Healthcare becomes a top AI use case,

Will Akida ne in any ARM Products, if so why is it a secret

 

[Realinfo]

Arm have been brainchip partners now for quite sometime. Why aren't we in any products is the question ?.
Feels like someone has their foot on brainchips head and trying to drown us while they bring alternative devices to market with close to brainchips technology but based on existing customers.
What is the answer to this continuous problem if we are so far advanced to our competitors .Something doesn't feel right behind the curtains or is it all about to change.
Fken hope so .

In answer to competition Smooth, I learned this last year from “behind the curtains”…

”We still have some industry forces that continue to impact us…most notably the fact that most of the market simply use a simple microprocessor, a custom DSP and some nifty software, and call it AI. Lots of designs still sit here because the industry is still learning what AI really is and what AI can truly bring. Funny enough…this ‘use what you have’ sentiment is our main competition in Edge AI”.

No names, no pack drills…and we all know this ‘use what you have’ sentiment is rapidly changing.

 

[manny100]

I do not think we are in any products using ARM right now. Would like there to be engagements though.
However down the track ARM will likely use AKIDA in a hybrid chip (traditional and AKIDA) that can be sold for Autonomous and Robotics use.
We have heard it a million times from BRN that there are some things we beat Traditional hands down - and it's true.
ARM have integrated us into their family. See their website and BRN news releases.

 

[Fullmoonfever]

Was flicking around GitHub and stumbled into the BRN Akida Cloud section. Hunting for any breadcrumbs, but was interesting anyway, seeing the set up specs.

Has some sections on using TENNs with eye, gesture and object detect.

bc_cloud_examples/examples at colfax · Brainchip-Inc/bc_cloud_examples

Contribute to Brainchip-Inc/bc_cloud_examples development by creating an account on GitHub.

github.com

bc_cloud_examples/examples/Akida_Cloud_Specs.md at colfax · Brainchip-Inc/bc_cloud_examples

Contribute to Brainchip-Inc/bc_cloud_examples development by creating an account on GitHub.

github.com

Akida Cloud Technical Specifications​

---

Akida 2.0 IP Configuration​

Parameter	Specification
Clock Frequency	25 MHz
Nodes	6 x Akida Nodes
Neural Processors (NPs)	24 Total NPs
Architecture	Akida 2.0 Neuromorphic Processing
Documentation	Akida Documentation

---

FPGA Hardware​

Component	Specification
Board	BittWare XUP-VV8
FPGA	Xilinx Virtex UltraScale+ VU13P
Form Factor	PCIe Card
Manufacturer	BittWare

---

Host System Specifications​

Component	Specification
Operating System	Ubuntu 22.04.5 LTS x86_64
Kernel Version	6.8.0-60-generic
Processor	12th Gen Intel Core i7-12700K
CPU Cores	20 Cores @ 4.900GHz
Memory	32GB DDR4
Graphics	Intel AlderLake-S GT1

---

Development Environment​

Tool	Version/Type
Interface	Jupyter Lab
Python Support	Full Python ecosystem
Terminal Access	Bash shell via web interface
File Transfer	Web-based drag & drop
Code Examples	Pre-loaded demonstration notebooks

 

[Deleted member 3781]

A simple analysis …

BrainChip Holdings ASX BRN Valuation Check As Akida Earnings And Design Wins Approach

Interest in BrainChip Holdings (ASX:BRN) is building ahead of the 4 Mar 2026 earnings report, as investors watch whether commercial rollout of the Akida neuromorphic processor starts to show up in the financials. See our latest analysis for BrainChip Holdings. At A$0.185, BrainChip’s 30 day...

simplywall.st

 

[manny100]

How physical AI and edge AI defined CES 2026 in Las Vegas

CES 2026 highlighted how physical AI is moving from concept to reality. Here are the key takeaways shaping the next wave of AI.

newsroom.arm.com

The point of this post is that we are only at the very beginning of Physical AI eg, Robotics, Autonomous vehicles/craft, wearables etc. AKIDA allows them (Physical AI) to run smart.
We all got in early so the best is in front of us - the worst already behind us.
Its still going to take a little time but momentum is really picking up.
Better in early than late. See quote from ARM article below.

"As Drew Henry, EVP of Physical AI at Arm, says, “This era of physical AI, which we are at the very beginning of, is enabled by Arm because we are the unique company that is able to provide the computing technologies that enable safe and highly efficient systems which are built on top of an incredibly mature software ecosystem. So, when you look across CES, you can see numerous examples of devices, machines, robots, and cars that are powered by Arm.”"
AKIDA is right at the intersection of Physical AI and Edge AI and we allow Physical AI to run. An example of physical AI is a vacuum robot mapping out the rooms (cameras, lidar, radar etc), planning the job, learning as it goes, doing the job. AKIDA allows it to run smart.

 

[Guzzi62]

A simple analysis …

BrainChip Holdings ASX BRN Valuation Check As Akida Earnings And Design Wins Approach

Interest in BrainChip Holdings (ASX:BRN) is building ahead of the 4 Mar 2026 earnings report, as investors watch whether commercial rollout of the Akida neuromorphic processor starts to show up in the financials. See our latest analysis for BrainChip Holdings. At A$0.185, BrainChip’s 30 day...

simplywall.st

Quite negative, overvalued, not profitable for 3 years and blah-blah.

Simply crap from them, LOL, looks like they pretty much agree with the fools from the M fool then.

 

[Deleted member 3781]

Quite negative, overvalued, not profitable for 3 years and blah-blah.

Simply crap from them, LOL, looks like they pretty much agree with the fools from the M fool then.

Agree… but this is what potential investors read online when researching BrainChip. They want the raw numbers. They don’t dig into technical studies, and if they see “overvalued,” they move on to a more stable company with positive reports. That’s why we’re hovering around 0.16–0.185… who knows for how long. For ten years I say „next year will be the turning point…“ i mean… at least let’s say 0.30-0.45 or something… doesn’t have to skyrocket… but still 0.16-0.185? For more than 10years?

 

[Flenton]

Sean's comment around revenue from an interview about 2 months ago suggests we are expecting revenue about now (or back then). I wonder how much we'll see in this coming quarterly report.

 

[HopalongPetrovski]

Agree… but this is what potential investors read online when researching BrainChip. They want the raw numbers. They don’t dig into technical studies, and if they see “overvalued,” they move on to a more stable company with positive reports. That’s why we’re hovering around 0.16–0.185… who knows for how long. For ten years I say „next year will be the turning point…“ i mean… at least let’s say 0.30-0.45 or something… doesn’t have to skyrocket… but still 0.16-0.185? For more than 10years?

What are you on about.
Here is a monthly chart covering the past ten years.
The share price has moved way more dramatically than just between a few cents range.
Assuming we have a valid concept/product it's a waiting game.
Granted the last few years have sucked mightily, but you puts down your money and places your bets.
All the whining, whinging, moaning and lamentations in god's great creation make not one whit of difference. Suck it up girlfriends.

 

[Diogenese]

Quite negative, overvalued, not profitable for 3 years and blah-blah.

Simply crap from them, LOL, looks like they pretty much agree with the fools from the M fool then.

Hi Guzzi,

This is my spiderweb of value compared to Simply Wall Street - Not financial advice, just an opinion which, in part, underlies my investment decision.

Value:
In my opinion, anything under $5 is excellent value. This is, of course, based on my own valuation.

Future

TENNs, CyberNeuro-RT, microDoppler see-in-the-dark radar, future flexible architecture in GenAI/Akida 3, 16/32 bit precision, low MAC count, expanding ecosystem, ...

Past

Has not been flawless, but a lot more good than bad.


Health

$25M in kitty

Dividend

To date nil, but here's how I envisage the future:

Essentially, Simply Wallstreet has undervalued the Future. They also evince a lack of understanding of the tech by referring to Brainchip as a software company.

 

[Deleted member 3781]

What are you on about.
Here is a monthly chart covering the past ten years.
The share price has moved way more dramatically than just between a few cents range.
Assuming we have a valid concept/product it's a waiting game.
Granted the last few years have sucked mightily, but you puts down your money and places your bets.
All the whining, whinging, moaning and lamentations in god's great creation make not one whit of difference. Suck it up girlfriends.

View attachment 94455

The chart had one major spike upward — largely driven by the Mercedes speculation. Yes. Without that hype, the chart would likely look very different.

That’s neither whining nor downramping; it’s simply an interim assessment I’m making for myself. And purely from an investment perspective, BrainChip has been a disappointment for many investors (especially anyone who didn’t take profit during the hype). I’m explicitly not talking about the technology here.

So please relax. I also never said anyone should sell or anything along those lines. I’m just sharing my thoughts on the investment — the same as everyone else is entitled to do.

 

[jtardif999]

RTX - Steve Brightfield said in a very recent interview all parties were surprised at the results and it was expanded. I expect we will see threm on board in due course.
Parsons for example will start with chips and when they are ready will go scale with IP. Large clients will not stay with chips for long.
My earlier post said patient investors which long termers are and have been.
Obviously we do not need to get near ARMs 97% gross profit margin to do exceptionally well.
It depends on how well management execute. That is the key from here.
If we can turn our 'Provenance' into a money maker that will service both Traditional and Neuromorphic AI.

If we execute the IP model for on going royalties we will achieve the 97% gross margin. That’s because it is the approach used by ARM - the motivation for adopting the model in the first place!

 

[Jacob Kiraz]

oh manny......

Steve Brightfield ( our marketing guy?????) No....Just......NO!!!!

Parsons..... we just raised a truck load of dollars to guarantee the supply of 74,000 chips



I say no to Antonio J. Viana in 2026

Antonio talks fluff, the shareprice will do what the shareprice will do,
To attract investors the shareprice needs to do something, What was the shareprice when Mr Heir joined the company til now over 4 years in,
2 AGM 'S ago he was talking to 3 big companies and landed none, He gets a seat at the table to do what excatly,
When is this company going to release game changing deals,
But where working on unvieling Akida 3,
Tenns, pico hello where are the deals

 

[manny100]

For those not sure that ARM is serious about Brainchip check out the ARM partner brief on the ARM Website.

https://armkeil.blob.core.windows.net/developer/Files/pdf/ai-ecosystem-catalogue/BrainChip_Arm-AI-Partner-Solution-Brief-Template-1.pdf

Also.

BrainChip

Ubiquitous, distributed AI.<br/>Close to the sensor.<br/>Inspired by the human brain. <br/>

www.arm.com