The way I see it, everyone in the neural computing sector is currently trying hard to move their technology into a hardware form - it's the only logical outcome. They have done lots of work in the software form and are starting to hit a wall. Some are trying what Peter have tried before he invented Brainchip - that is configure micro processors in a parallel array so that their software neural network can be speeded up. I suspect this is what Qualcomm have done with their Zeroth platform but they are not letting a lot of info out at the moment.
Brainchip seems to have done the inside out approach - invent a hardware architecture and are now creating an API so that it can be married to a micro-processor. The complex cognitive computing algorithm created by the majors are useful for their specific use but the learning is limited and they can only exist in cloud based super computers. The big money will be in mobile devices - Qualcomm knows it. Imagine 30 billion devices that are connected to the internet by 2020. Imagine if each one of them contains a Brainchip in one form or another!
Only a decade ago mobile phone used to be just a useful tool for communicating when we are on the move. Now it has become much more than that. It's not hard to imagine that in the near future they will inevitably become our inseparable personal assistant. A cognitive platform on a mobile device is inevitable I believe - and Brainchip looks like in pole position to providing it.
BRN Price at posting:
20.0¢ Sentiment: Buy Disclosure: Held
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