Sean addressed the issue of areas such as model size over a year ago at an investment presentation. He said cloud and non cloud complement each other rather than compete. Some data is more suited to the cloud and other to non cloud.
Most get the big picture of AI at the Edge but the big tech drill down gets tough to follow for me and no doubt most holders.
No doubt BRN is working hard to develop ways to increase workloads that are suited to smaller models. Would be great to nail LLM's..
The first big deal to come on board is the hardest because they are throwing their business in with a new way of doing business. That takes balls, big balls.
Tata have indicated that they intend to come on board. They are very progressive and always looking for a way to stay ahead of the competition.
If we can land one of those deals that Sean said were close to decision time then the dam wall has burst.
Mercedes has also indicated a positive interest.
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