See investor presentation by Sean. Competition and comparison sction.
There are only 3 that produce Neuromorphic chips. N=BRN, IMB true north and Intel Lohi. IBM are only at the research stage.
Sean is quite clear that NVIDIA is not really suited to the Edge as its not Neuromorphic and basically its power does not even come close to BRN.
Sean says if you want a true edge device then it has to be Brainchip.
Basically Sean says that true AI at the EDGE does not go via the Cloud. Sean is not 'mincing' words. NVIDIA basically is 2nd rate AI at the Edge.
My words - NVIDIA is huge in traditional IT and AI. The Edge is different.
That is why in another presentation Sean says cloud players and BRN complement each other rather than compete.
Google below to find the presentation
BrainChip OTCQX: BCHPY|ASX:BRN investor presentation november 2023
from around the 21.30 min area.
Nvidia, page-66
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