TheFunkMachine
seeds have the potential to become trees.
I don’t look at it this way. The way I understand it is that the customers of brainchip that will directly sell SOC containing Akida to other customers needs the IP.I think you might be wrong and there will be no more IP deals signed. The reason is that I believe when Brainchip change business models they made partnerships their new way of signing IP deal. I think that the partnership include clauses which means a company like ARM has effectively aleady signed for the IP but because no upfront money was involved an ASX announcement was not necessary.
Renasas bought IP because they develop MOUs to the car industries, they want to create a product(MOU or AI type offering) to sell to their existing customer base. However, someone like Mercedes is not intending to sell a chip containing Akida to other parties so they don’t have to be a direct customer, signing a contract with Brainchip to get a product containing Akida. They can go to vendors and foundries that have the ability to create a chip that contains Akida for their purpose. In this case the only way we will gauge progress is trough revenue (royalties).
So most of the current partnerships are intending to use Akida in a product and it is a way to get access to the technology, the expertise of brainchip staff and engineers working on their product before having to pay for anything, however when the time comes that they are confident in their new product containing Akida, most of them will not sign IP, rather approach direct customers of Brianchip that can tailor make a SOC/MOU solution for their use case.
So Brainchip don’t need a lot of customers, they only need a few big once like I talked about in my post above that will then sell on to the likes of Apple/Nvidia/Tesla/Dell/Tata etc.
So to conclude my theory based on my understanding is that Partnerships will integrate Akida into product, but not trough brainchip directly, but trough the likes of Renasas and Megachips and a handful of other Chip makers that I believe Brainchip is trying g to get across the line.
If this is the case it should not be too hard to figure out who the handful of other potential IP contracts that Brainchip is chasing. It is the once that currently supply chips to the partnerships brainchip is working with.
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