AI & Cybersecurity Solutions Provider Signs Semiconductor Development MoU with ConnectM Technology Solutions

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AI & Cybersecurity Solutions Provider Signs Semiconductor Development MoU with ConnectM Technology Solutions

The collaboration leverages BCSSL’s expertise in AI-driven secure systems and ConnectM’s strengths in automotive-grade hardware and OEM integration.

Blue Cloud Softech Solutions Ltd. (BCSSL), a BSE-listed leader in AI and cybersecurity, has signed a Memorandum of Understanding (MoU) with ConnectM Technology Solutions to develop a Semiconductor-based EdgeAI System-on-Chip (SoC). This partnership focuses on next-generation automotive cybersecurity, specifically targeting Telematics Control Units (TCUs) and Vehicle Control Units (VCUs) in electric and connected vehicles. BCSSL will spearhead the architecture and design, integrating real-time threat detection and intrusion prevention directly into the hardware.

The collaboration leverages BCSSL’s expertise in AI-driven secure systems and ConnectM’s strengths in automotive-grade hardware and OEM integration. While the EdgeAI SoC will be customised for ConnectM’s platforms, BCSSL will retain the core intellectual property for the semiconductor design. The financial framework includes a 50:50 revenue-sharing model, with the partnership projected to generate approximately USD 50 million in business volume over five years starting in 2026.

To ensure global market readiness, the jointly developed solutions will comply with rigorous international standards, including ISO/SAE 21434 for cybersecurity and ISO 26262 for functional safety. By addressing the critical security challenges of software-defined vehicles, this strategic alliance aims to accelerate time-to-market for OEM-ready deployments. This move marks a significant expansion for BCSSL into the automotive semiconductor space, enhancing the overall resilience of the modern mobility ecosystem.

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About the Company

Founded in 1991, Blue Cloud Softech Solutions Limited (BCSSL) is a global leader in AI-driven enterprise solutions and next-generation connectivity, operating across key markets including India, the US, and the UAE. The company specialises in integrating advanced 5G Fixed Wireless Access (FWA) with cybersecurity and digital transformation services to provide secure, scalable, and mission-critical infrastructure for sectors like Defence and public transport. By prioritising technological innovation and a robust international footprint, BCSSL delivers future-ready platforms that drive global progress and operational excellence.

The stock is up by 69 per cent from its 52-week low of Rs 14.95 per share and has given multibagger returns of over 300 per cent in 5 years. The company's shares have a PE ratio of 20x, an ROE of 45 per cent and an ROCE of 37 per cent. The company has a market cap of over Rs 1,000 crore.

Disclaimer: The article is for informational purposes only and not investment advice.