I wasn't sure if Network AI will dominate the market or the On-Device (Edge) especially with rollouts of 5G and soon 6G.
If the Network AI does dominate, there is no future in the Edge and BRN is Edge only company.
What gave me somewhat confidence was in the presentation at Samsung November AI conference. Samsung also thinks there will be a market for both. So unlikely that one approach will be left out.
Samsung can perhaps take an easy route and just takeover Brainchip. $1b, $2b will not even show up on their balance sheet.
Attached is the presentation.
I wasn't sure if Network AI will dominate the market or the...
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