$ARM (+17.59%) presented its own new GPU, "AGI", last week. The CEO expects this chip alone to generate sales of USD 15 billion by 2031.
The first customers are $META (+11.61%) who have significantly financed the development. Furthermore $NET (+8.67%)
$FFIV (+4.45%) OpenAI, $SAP (-0.08%) will be among the first customers.
Another new feature is that ARM will sell these directly instead of via IP.
Commercial systems are available from $992 (-3.42%) or $7711
I remain invested. But it's still a while until my EK (which I can't find anywhere for now thanks to the new update, thanks GQ).