Sounds like it is a head to head contest between Brainchip and ARM. We likely beat them technically, but can we beat them strategically?And a refresher from Rob telson on this slide-
- At this point in Zach’s presentation he was highlighting the relationship between Edge Impulse and Nvidia.
- Introducing Nvidia design environment will now be supported on the Edge Impulse platform (This is a huge move)
- The companies represented on the slide are Edge Impulse partners and will now be able to work with the Nvidia environment using Edge Impulse as a deployment tool. (Customer uses Nvidia model, takes the model to Edge Impulse and now can deploy that model on one of Edge Impulse partner platforms, including BrainChip).
- Arm and BrainChip are the two companies that are IP providers
- This is really good news for BrainChip because a majority of all AI applications are run on Nvidia silicon. Once companies start to push the limits with their current Nvidia solution (need to lower power consumption, need for more efficient performance) they will want to consolidate more technology into their next generation silicon. This is what we want! Once they consolidate they need AI as IP (Nvidia doesn’t offer IP). So now this company has an Nvidia based model and they need it to work with an AI accelerator which is IP so they can design it into their silicon (this means Arm, BrainChip, a few others for IP). Only Arm and BrainChip will support the deployment of an Nvidia model through our partnership with Edge Impulse. Now we take that model, demonstrate lower power and better efficiency than an Arm offering and we are in a good position to win.
- Hopefully this makes sense
It’ll be interesting to see how quickly we carve out market share, and when we do, we will turn heads of acquisition sharks.