$ARM (+1,4%) 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 (+0,29%) who have significantly financed the development. Furthermore $NET (+6,92%)
$FFIV (+1,03%) OpenAI, $SAP (-0,54%) 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 (-1,62%) 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).