2020 BRN Discussion, page-22362

The history of Brainchip before 2020 was one where timing was an issue. The first was that Studio/Accelerator were great but too early for the target market. If the deal with GPI had arisen 6 to 12 months earlier then it might have been locked in before the takeover of GPI. Since the beginning of 2020 timing seems to have been running in Brainchip's direction and it might well be that the timing of Nvidia's attempted takeover of ARM will prove to be another driver of Brainchip's success in 2021 as the following article explains:

"Over the past week or so, I’ve written several articles exploring the idea of an ARM sale to Nvidia and the long-term effects on the computer industry, as well as how Nvidia might ameliorate some of those concerns. According to one of ARM’x co-founders, Hermann Hauser, allowing Nvidia to buy ARM would be a disaster, as it would compromise the neutrality and ability ARM has to address the needs of multiple disparate companies and vendors.

I should note that there are new reports suggestingNvidia might take a stake in ARM, with SoftBank still retaining a share aswell. It’s not clear if these reports reflect the ongoing negotiations moreaccurately or if they are a response to concerns about Nvidia’s potential fullownership, but the idea of joint ownership between two or more entities hasalso been floated.

“It’s one of the fundamental assumptions of the ARMbusiness model that it can sell to everybody,” Dr. Hauser told the BBC.

“The one saving graceabout Softbank was that it wasn’t a chip company, and retained ARM’sneutrality. If it becomes part of Nvidia, most of the licensees are competitorsof Nvidia, and will of course then look for an alternative to ARM.”

The first issue over competitive licensing is more relevant to ourdiscussions than whether or not the UK should re-assert ownership over ARM forstrategic or national prestige, so we’ll focus there. It’s true that Nvidiaowning ARM could create tension with potential licensees. It’s also true thathistorically, Nvidia has preferred to develop and extend its own technologyin-house rather than offering it up under broad and favorable licensing terms.But Nvidia has never attempted to buy a company like ARM, either, andregulators worldwide would undoubtedly require the company to agree to certainconditions as a requirement for buying the company in the first place.

WhileDr. Hauser is concerned that Nvidia’s purchase would send rivals streaming toother architectures, it’s not clear what other architecture they could reasonably adopt."

https://www.extremetech.com/computing/313471-arm-co-founder-sale-to-nvidia-would-be-a-disaster

I could suggest one architecture that might be available to fill a few gaps.

My opinion only.