We model AMD reaching $17.9 billion in AI GPU revenue in 2029. In turn, AMD’s GPU revenue should grow at a 29% CAGR over the next five years. While these estimates pale in comparison to the $115 ...

That means developers will soon be able to run MLX models directly on NVIDIA GPUs, which is a pretty big deal. Here’s why.

New architectures and manufacturing methods draw investors; 75 startups raise $1.9 billion.