BRN 4.26% 24.5¢ brainchip holdings ltd

To add to your post, Bodhi and Akida are not competing...

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    To add to your post, Bodhi and Akida are not competing technologies; hyperscalars provide scalable computing power for cloud-based applications, whereas neuromorphic computing offers specialized, efficient processing capabilities for edge-based applications where quick, local decision-making is necessary. They serve different roles.

    Regarding Bodhi;
    However, the road from design to execution of silicon is going to be a challenging one, he said.
    "We need to understand more about IP and foundry tape-out plans which is the first key step. The next challenging step is building the AI software stack where hyperscalars such as AWS, and Azure who have also designed their own chips, are still majorly dependant on Nvidia and AMD for AI workloads, and are years ahead,” he said. “The timeline for chips looks ambitious, and beyond that Ola needs the entire stack competitive to attract developers, and be ready for high capital expenditure and operational expenditure with an aggressive business model to be viable and compete well with the top hyperscalars."

 
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