BRN 2.44% 20.0¢ brainchip holdings ltd

Just wanting to hear your thoughts, what made you choose those...

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    Just wanting to hear your thoughts, what made you choose those companies?

    I'm not fully across the stack that they're trying to penetrate - but it seems like they were targeting CPU stacks and not GPU stacks?

    I see a case for Qualcomm and Samsung. But the other companies I'm not so sure about, mostly because I don't know what they're attempting.

    For example: NVidia are building AI chipsets using their already established GPU architecture. But has there been any discussion about breaking into that space yet? I know BRN said 'enterprise' - but enterprise means so many things now

    I can actually see a pretty big case for consoles to want to leverage this tech because they're trying to pack so much with limited power.
 
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