$ARM (-1,01 %) 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 (-2,31 %) who have significantly financed the development. Furthermore $NET (-2,55 %)
$FFIV (-2,39 %) OpenAI, $SAP (-2,91 %) 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 (+0,93 %) 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).