Hi GL,
The thing about forecasts is that they are invariably wrong.
However, without having read the basis on which the forecast was made , I would think that the AI market would include much more than NN chips. There is usually a lot of other stuff, sensors, displays, WiFi ... which make up the components sold in the AI field.
So I take a smaller proportion of the forecast market as being the NN market, eg, 10%, and then I allocate another fraction, eg, one fifth to BrainChip. So assuming $US60 billion to be in the ballpark, I would be pleased if BrainChip's share got to $US1.2 billion, which could be rounded up to $AU2 billion. Even with a moderate multiplier of 10, that would be a market capital of $AU20 billion.
Of course, my estimates of 10% and one fifth are plucked from thin air and have no basis in reality, other than to dampen my vaunting hubris.