Thx Doz. Can you compare BRN's Akida and NVU's EMASS’s ultra-low-power SoC, in particular the A.I. methods, preferably in lay terms please. I've asked BRN and NVU weeks ago and not received answers.
Hi wasMAD ,
First , I don’t follow NVU but I see that they plan to tape out a sample chip in quarter 4 2025 , with expectations of full production tape out Q1 2026 .
This fondly takes me back to 2020 . As such if I was interested in NVU , I would study Brainchip’s road in between 2020 and Q1 2026 when we are expecting an ASIC tape out of the AKD 2.0 by a customer . You may discover that the industry is very protective and only those who respect the ecosystem are welcome . You may discover that just providing a chip with 30 GOP’s is not what most customers want , or the fast change of technology requires NVU to reassess . NVU may need to raise lots of capital in this 5 or 6 year period , employ additional sales teams , PhD’s and replace those who leave . Is providing a chip enough , will potential customers want a full stack to go with the chip . Then there is that old saying , no one ever got the sack for buying IBM .
MAD , as any Brainchip shareholder will tell you , the 6 year road is tough , even tougher if you don’t realise when the share price is over valued . In my opinion , if NVU are thinking that they are going to disrupt the market in 2026 , boy have I got some news for you …..
MAD , remember I don’t follow NVU and I am not an advisor , so please DYOR and seek professional advice as required .
Doz .