Dot joining: Brainchip might have inside track with US Dod.

There’s been a lot of speculation on here, but it’s worth stepping back and looking at what’s actually in play.

1. Intel & the US Govt
The US Government is moving towards a circa 10% equity stake in Intel, converting CHIPS Act grants into ownership. That makes Intel a strategic asset, and it means Washington has influence if the DoD needs particular capabilities delivered quickly (like "get us some neuromorphic chips - NOW!")

2. BrainChip’s position
Akida is a commercially available neuromorphic processor, already proven in real-world use. It offers ultra-low power, edge-AI performance in SWaP-C constrained environments — exactly what defence, aerospace and autonomous systems require. By contrast, Intel’s Loihi 2 remains largely a research platform, not something deployable today.

3. Defence traction
BrainChip already has a footprint with US defence:

• A US$1.8m USAF SBIR contract with Raytheon on radar/micro-Doppler signal processing.

• A DOE SBIR Phase II project with Quantum Ventura (and Lockheed ties) on cybersecurity.

• Evaluation contracts with Bascom Hunter, collaborations with Blue Ridge Envisioneering and ISL, plus work with Airbus/ESA on space-grade deployments.
  
  All of this indicates the technology has cleared early security and vetting hurdles.

4. Foundry support
One historical headwind for BrainChip has been access to advanced foundry services. Being part of Intel Foundry’s IP ecosystem helps mitigate that. If the DoD required Akida scaled up rapidly, Intel now has both the manufacturing capacity and government incentive to make that happen.

5. Washington engagement
Recent meetings in Washington (Senate Armed Services, Senate Appropriations, House staffers) show BrainChip is not just engaging with engineers and integrators but also with policymakers. That’s how smaller tech firms build recognition in the federal contracting pipeline.

6. Strategic outlook
While listed on the ASX, BrainChip is fundamentally a US-centric company, with its contracts, partners, and government engagements all pointing that way. Over time, a Nasdaq listing wouldn’t be surprising, though that remains speculative at this stage. But, in case you might think being ASX listed is an impediment - it's not, it could be fixed quickly.

Joining the dots:
The US Government is doubling down on semiconductors, Intel is the anchor, and neuromorphic computing is a recognized strategic need. BrainChip’s Akida is the most deployment-ready neuromorphic IP available. The combination of existing defence contracts, Intel foundry access, and Washington engagement doesn’t guarantee outcomes, but it does place BrainChip in a credible position to benefit if neuromorphic AI becomes a US defence priority.

Some have been critical of Brainchip's board and management lacking commercialization outcomes, but it looks to me like they are making some very astute plays. Looping in home district support via David Min - California's 47th Congressional District in the heart of Orange County (where Brainchip is located) who was present when Dr. Jonathan Tapson BrainChip CTO visited Washington, and no doubt the facilitator - is a smart play. And targeting a customer (DoD) that has both an immediate strategic need and the money to place a big order is text book.

Some serious moving of chess pieces around the board.

BUT! All just dot joining and speculation. Welcome to micro-cap tech investing.

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