Competitive Analysis

[misslou]

View attachment 4
Brainchips lead over IBM and Intel at a glance

 

[misslou]

 

[Zedjack33]

Rain. Future competitor?

Chip Designer Mimicking Brain, Backed By Sam Altman, Gets $25-Million Funding - Desi123.Com | Online News Portal Asia - World Latest News

Rain Neuromorphics, a startup designing chips that mimic the way the brain works and aims to serve companies using artificial intelligence (AI) algorithms,

desi123.com

 

[BaconLover]

Nice one misslou. Critical to keep an eye on what's going on in the field.
Here's a version from Sean's presentation yesterday.

 

[100baggerdreams]

Australian inventors have created breath tests for COVID-19 but you can't buy them yet - ABC News

amp.abc.net.au

News on other parties developing a covid breath test as well

 

[Townyj]

Australian inventors have created breath tests for COVID-19 but you can't buy them yet - ABC News

amp.abc.net.au

News on other parties developing a covid breath test as well

This is the same one that needs an internet connection, so a no no for remote area's.

Good to see some competition to our Nanose and Biotome

 

[BaconLover]

Ticker Symbol YOU

Discussing the wider AI players. Brainchip is not mentioned in this video, but one can see the potential even small players will have in this space.

Brainchip being the first to the market, with commercial deals already signed, it is fair to say we can grab a good chunk of this.

Projected hardware spending in AI :
2021 - $17 Billion
2025 - $285 Billion
2030 - $1.7 Trillion

Expected collective revenue by AI software companies:
2030 - $14 Trillion

Expected collective revenue by AI hardware companies:
2030 - $1.7 Trillion


Now I know why Brainchip is concentrating on IP. Does anyone want to do some maths on what Brainchip will do if we manage a meagre 1% of the market?
Being the first neural network on the Edge player, how much would we be able to achieve?
I would say, taking profits is well and good, but Brainchip is one company I will never sell out.

NOT FINANCIAL ADVICE. DYOR.

 

[Rskiff]

Ticker Symbol YOU

Discussing the wider AI players. Brainchip is not mentioned in this video, but one can see the potential even small players will have in this space.

Brainchip being the first to the market, with commercial deals already signed, it is fair to say we can grab a good chunk of this.

Projected hardware spending in AI :
2021 - $17 Billion
2025 - $285 Billion
2030 - $1.7 Trillion

Expected collective revenue by AI software companies:
2030 - $14 Trillion

Expected collective revenue by AI hardware companies:
2030 - $1.7 Trillion


Now I know why Brainchip is concentrating on IP. Does anyone want to do some maths on what Brainchip will do if we manage a meagre 1% of the market?
Being the first neural network on the Edge player, how much would we be able to achieve?
I would say, taking profits is well and good, but Brainchip is one company I will never sell out.

NOT FINANCIAL ADVICE. DYOR.

Hey @BaconLover, there is a ARK thread which this is on as well, plus other ones relating to ARK. https://thestockexchange.com.au/threads/ark.51/
Everyone feel free to add