Another Australian company is soon to release a chip for A.I. The company is Brainchip. The chip is called Akida.
Multiple new designs of PCBs will be needed for Akida which is a win for Altium not taken into account in the latest outlook. If Altium is quick to incorporate features to facilitate Akida into their software i.e. be first to market then the lofty ambition to be number one could happen earlier than they think.
DYOR and see if you don't think it is going to be big. I sincerely believe this is not ramping.
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