BRN 13.7% 29.0¢ brainchip holdings ltd

2024 BrainChip Discussion, page-70

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    https://www.linkedin.com/pulse/edge-server-market-size-growth-insights-leading-players-outwc

    This is a link to the sales pitch for an Edge Server market report.

    No doubt the full report would be interesting but the sales pitch for the report reveals the two most import aspects of the Edge Server market as is relevant to Brainchip:

    1. It is a rapidly growing multi billion dollar market in its infancy, and

    2. No existing player has achieved market dominance/leadership. The largest player in this market space is ‘Other’ with 23% of the present market which is close enough to ten times the market share of the present major incumbents.

    This means for Unigen and Brainchip 23% is up for grabs in a rapidly growing market where no one player like a Nvidia has incumbency.

    My opinion only DYOR

    Fact Finder
 
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