Labsy
Regular
I suspect these "customers" are keen to test the chips functionality and validate 1500 with their particular needs before signing onto Ip licencing. My guess is government contracts, hence use of GF. Defence! And not just USA. Possibly global defence contractors friendly with USA. Through Megachips. They are keen on flushing US market."If there is a market for the Akida 1500 chip, this could prove a faster way to market than the IP licence route: "The AKD 1500 chip is expected to be available soon"
Personally, I don't think the Company has changed strategy and are just testing the "recipe" as Rob put it, but it could be a bit of both?..
These customers would be very sizable and it seems a bit odd, that they would take chips, rather than have more control over the options of how many nodes etc?..
The early timing of the capital raise, does give weight, to the possibility of a production run of AKIDA1500 though..
I'm a bit back and forth on this one..
I'd prefer they stuck to the IP model..
If the chip run was for customers, wouldn't it be a straight up payment?..
If it's a case of "you put up the funds and run a large batch and if they work, we might buy them" scenario..
Then it seems like a bit of a high risk play..
On another thought..
A new IP licence, that we could probably lay money on, would be MegaChips, as their current licence only covers AKIDA1000.
Just a hunch.
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