BRN 8.51% 25.5¢ brainchip holdings ltd

Ann: BrainChip to present at TechKnow Invest Roadshow, page-27

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  1. 6,650 Posts.
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    Some reassurance for BRN investors. This is what Kerr Neilson (founder of Platinum Asset Management) said in a Livewire interview with Alex Cowie in answer to the question: What else in terms of technology or other areas excite you

    "
    Artificial intelligence is a complete game-changer. This will absolutely revolutionise shopping, our day-to-day involvement with any query. It's very deep-reaching, and I think it's even more significant than the mobile phone network.

    We'll see it creep up on us, and as it does, the demand for wafers, chips and chip-making equipment could have much longer duration than the typical cycle. There are a whole lot of implications here. That's why we can't get too miserable because we can see why the markets can have a bit of a rough time here, but this stuff is going to happen. It's not a question of economic downturns damaging investing in this area. Those who are in it have to invest to either get ahead or stay ahead, so it's not a choice they have where they can say, "oh, well, I'll just defer."
 
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