There's also Hailo & GrAI Matter Labs. They sell chips so will be more difficult to scale as you have mentioned.
Hailo have developed the best performing AI processors for edge devices. Our AI accelerator chips are used for Smart City & Homes, machine learning, automotive AI, retail AI and smart factory Industry 4.0 solutions.
hailo.ai
GrAI Matter Labs has created the fastest edge AI processor for machine vision in robotics, AR/VR, drones and more. It achieves ultra-low latency at low power by leveraging sparsity.
www.graimatterlabs.ai
Akida appears to be unique with learning capabilities & IP business model can be scaled rapidly.
Akida could become the dominant processor similar to ARM due to lack of competitors & superior product.
Intel could advance their Loihi chips & IBM could advance their True North chips in a few years providing more competition along with a few new start ups should their technology prove to be as good or superior to Akida. However, Akida should have a commanding market share by the time the others catch up with their tech.
In the next few years we could probably allow 50% market share for BRN due to limited competition. Will also depend on whether or not the majority of AI applications require Akida's learning feature. There may be many basic AI applications that don't require the learning feature or vice versa.
I am being conservative with 10-20% long term market share & will not be surprised if it's much higher.