$ARM (-3,12 %) 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 (+1,34 %) who have significantly financed the development. Furthermore $NET (-7,28 %)
$FFIV (-2,6 %) OpenAI, $SAP (-3,68 %) 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 (+0,15 %) 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).