2024 BrainChip Discussion, page-6651

Nvidia is not competitive at the Edge according to these authors who are clearly not pushing Brainchip in their analysis of Nvidia’s performance. I have extracted the following paragraphs:

Edge and cloud could impact future growth

Will that market dominance continue? The ever-shifting dynamics of the tech industry will probably impact Nvidia at some point, according to Linthicum.

“I’m not really as bullish with the fact that everybody is going to move toward Nvidia each and every time,” Linthicum said. “I think ultimately there are going to be other proprietary chips that come into play. Someone always comes up and builds a better mousetrap, and I think that’s where these guys have vulnerability right now.”

One area that could become competitive is in migration of AI processing to the edge. GPUs for AI processing are powerful but expensive, and the economics of smaller device processing could lead to a shift in model size.

“In manufacturing, you’re pulling those models all the way to robots,” Crawford said. “It’s not the really big models that are running on these GPUs; it’s much smaller models. I think the edge-to-cloud dynamic is definitely one piece that will make others shine and give Nvidia a little bit of pressure.”

https://siliconangle.com/2024/02/24/nvidia-ai-dominance-analysts-examine-stunning-growth-cubeconversations/

Edge Impulse provides Brainchip the opportunity to show what it can do with Nvidia Tao.

The recent paper showing that combining AKD1000 with Nvidia GPU can reduce power consumption to 25% of Nvidia’s GPU running alone while reducing latency for identifying ships at sea evidences how AKIDA can fit into the opportunity the Edge presents without disrupting Nvidia.

My opinion only DYOR

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