Not a bad write-up for Sean in that articleNot sure if this dribble has been posted ,
Mixed lollies of positivity, negativity & as the author says No Idea
“Inception” — Tiny Stock teased as “Next NVIDIA” by Tim Bohen? | Stock Gumshoe
www.stockgumshoe.com
It sounds like a cool idea. There are a lot of silicon-based AI products trying to build and take advantage of this current level of AI enthusiasm, including a few companies who sound somewhat similar to BrainChip in trying to build smaller, much more efficient AI processors that can handle specific tasks, rather than the big generalist AI chips, like NVIDIA’s GPUs, which can handle almost any task but are overkill for some specific processing needs and have to be housed in huge data centers rather than at the Edge, or in a specific product (like a car). I don’t know enough to know what kind of tasks BrainChip’s Akida designs are best for in this idea of “distributed AI,” whether that’s inference or training or some very specific AI task that could be done by a custom-built chip, but the idea seems to be having AI processing closer that’s done closer to the real-world action, and much more efficient.
It’s a little similar to the evolution of Bitcoin hardware, frankly — originally Bitcoin was mined with regular ol’ CPUs, then some people realized that GPU’s like NVIDIA’s would be far faster if the mining was programmed to use them properly, and those took over… and then Bitcoin got big enough, and established enough, that people could justify spending a big chunk of money on developing customized ASICs (application-specific integrated circuits) that would handle just one task, Bitcoin mining, much more efficiently than a high-end and expensive GPU chipset, and a few companies started making those chips and building that hardware, and before you know it almost all Bitcoin mining was done with ASIC miners from Bitmain, Canaan and others, and ASICs were being designed for other popular cryptocurrencies, too… though GPUs still get a lot of use for the thousands of tinier cryptos that don’t yet justify the development of specific hardware.
And some hinting about the CEO…
“This CEO is not a household name like Musk, Bezos, or Theil…
“And you won’t recognize his face.
“But once you see all that he’s accomplished… you’ll understand my excitement.
“This tech savant has unmatched experience in driving explosive growth for the world’s largest tech companies.
“His strategic hiring shows the dynamic plan of this company and the potential they hold.
“This leader’s track record includes some of the biggest names in tech…
“He led the way in growing Fusion-io’s annual revenue to $432.4 million…
“During his tenure, HP Inc.’s revenue grew by 50%, causing its stock to rise 313%…
“And by leveraging his expertise, Compaq Corp. beat earnings after earnings, boosting its stock valuation to an appealing $25 billion…”