BRN Discussion Ongoing

[TheDrooben]

Lots of what we've all been waiting for is happening.
Out of ASX300 so maybe we can get some clear air and relief from some of the shorting activity for a while.

Could be something announced in next couple of days priming for Sean's presentation at semiconductor conference on Wednesday?

Excited by what Kevin is 'show and telling' but can't quite work out where it's taking us........ if anywhere?
Am sort of surprised he hasn't been muzzled by IBM?
If we were in quiet negotiations behind closed doors they would surely shut him up.
If not, why publicise the possibility's allowing other's to leverage the idea's?
He doesn't strike me as the rogue agent type.
I'm grateful and excited by what he is producing and his whole hearted endorsement of our tech but somewhat mystified by just what's in it for him?
Seems he has somewhat, already gone overboard, if his primary intention is just to further promote symphony?

More questions than answers atm.

I think we need to call him Big Kev from now on HP.....

Happy as Big Kev

 

[jrp173]

I hope he does. Some skin in the game does wonder's for one's interest.

Safe to say Kevin has no financial interest in BrainChip, from a month old post.

 

[Terroni2105]

Lots of what we've all been waiting for is happening.
Out of ASX300 so maybe we can get some clear air and relief from some of the shorting activity for a while.

Could be something announced in next couple of days priming for Sean's presentation at semiconductor conference on Wednesday?

Excited by what Kevin is 'show and telling' but can't quite work out where it's taking us........ if anywhere?
Am sort of surprised he hasn't been muzzled by IBM?
If we were in quiet negotiations behind closed doors they would surely shut him up.
If not, why publicise the possibility's allowing other's to leverage the idea's?
He doesn't strike me as the rogue agent type.
I'm grateful and excited by what he is producing and his whole hearted endorsement of our tech but somewhat mystified by just what's in it for him?
Seems he has somewhat, already gone overboard, if his primary intention is just to further promote symphony?

More questions than answers atm.

Hi Hopa

i tried to clarify this in my mind a week or so ago by asking Grok.

I asked again now and this is the response of what is role does which seems to align clearly with what we are seeing him do “blogging and evangelizing IBM’s capabilities”:

Kevin D. Johnson is a Field CTO at IBM, specifically focused on HPC (High-Performance Computing), AI, LLMs (Large Language Models), and Quantum Computing. His full title is often listed as Field CTO – HPC, AI, LLM & Quantum Computing | Principal HPC Cloud Technical Specialist at IBM.

What the Role Involves (Simply)​

As a Field CTO, Kevin acts as a senior technical leader and expert advisor who works directly with clients, partners, and internal teams in the field (not just in headquarters). His responsibilities include:

• Providing deep technical guidance on IBM's advanced technologies like Spectrum Symphony (for workload orchestration), GPFS/Storage, LSF, and emerging AI/HPC solutions.
• Helping customers deploy and optimize these tools in demanding environments (government, research, finance, etc.).
• Exploring and prototyping cutting-edge integrations (e.g., with neuromorphic chips like BrainChip Akida, Palantir Foundry, or distributed AI setups) to demonstrate real-world value.
• Speaking, blogging, and evangelizing IBM's capabilities through demos, articles, and community posts (he's very active on IBM Community and LinkedIn).
• Bridging between IBM's engineering/R&D and real customer needs — he's hands-on with code, architectures, and proofs-of-concept.

It's a senior, influential role — not the overall IBM CTO (that's someone else), but a specialized Field CTO who has significant autonomy to innovate and influence in his domain (HPC/AI/Quantum). He often builds and shares personal prototypes (like the targeting system with Symphony + Akida + Foundry) to showcase possibilities, even if they're not yet official IBM products.

In short: He's an expert "technical ambassador" for IBM's high-end computing and AI tech, working with clients and the ecosystem to push boundaries and solve complex problems.


apparently they have multiple field CTO’s but IBM doesn’t disclose how many.

 

[Tothemoon24]

https://finance.yahoo.com/sectors/technology/articles/lockheed-martin-bets-neuromorphic-ai-120356206.html

• Lockheed Martin (NYSE:LMT) has agreed to collaborate with BrainChip Holdings on using the ForwardEdge ASIC for next generation AI powered edge processing.
• The partnership targets aerospace and defense systems that require low latency, on board autonomous decision making in complex environments.
• The focus is on integrating neuromorphic AI directly into custom silicon, moving beyond traditional hardware and software upgrades.

For you as an investor, this points to how Lockheed Martin is positioning its defense electronics and mission systems businesses for AI centric demand. The company already operates across fighter aircraft, missile defense, space systems, and advanced sensors, and this collaboration ties directly into interest in AI enabled sensing and autonomy across those areas.

Looking ahead, a central issue is the pace at which AI on custom chips becomes a standard feature of defense platforms, and how Lockheed Martin seeks to translate that shift into contracts and long term programs. This development gives you another angle to watch beyond headline contract announcements, with particular relevance to future product architectures and partnership activity in AI hardware.

This collaboration with BrainChip’s neuromorphic AI on the ForwardEdge application specific chip sits at the center of how Lockheed Martin is trying to reposition its defense electronics. Instead of relying only on standard CPUs, GPUs, or software upgrades, it points to dedicated AI accelerators that sit close to the sensor on aircraft, missiles, or space systems and make decisions with very low latency. For you, the key question is how far Lockheed Martin can turn this kind of silicon level AI into differentiated proposals when competing for future programs against peers such as Northrop Grumman, RTX, and BAE Systems. The deal also lines up with rising interest in counter drone systems, autonomous mission management, and data fusion across platforms where on board processing is critical. At the same time, Lockheed Martin is dealing with legal, regulatory, and software execution issues elsewhere in the business, so partnerships like this are only one piece of a broader mix of risks and potential rewards.

How This Fits Into The Lockheed Martin Narrative​

• The focus on neuromorphic, low power AI on custom chips supports the narrative that Lockheed Martin is investing in next generation technologies to keep its defense platforms aligned with customer priorities.
• This collaboration raises the bar on technological execution, which sits alongside existing concerns in the narrative about software, program complexity, and cost risk on large, long running programs.
• The specific angle of embedding AI directly into application specific chips near the sensor is not fully reflected in a story centered on platforms, budgets, and backlog, even though it could influence competitive position in future bids.

From here, it is worth watching for concrete program wins that mention neuromorphic AI or ForwardEdge chips, rather than viewing this as only a technology announcement. Investor materials, contract disclosures, and comments from aerospace and defense customers may help show whether this partnership flows into backlog and segment mix over time. It may also be useful to track how often Lockheed Martin highlights AI on custom silicon when discussing competitive bids versus Northrop Grumman, RTX, or BAE Systems, as that can indicate how central this approach is to future product roadmaps.