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Don't forget AMD, good potential if they bring out similar technology to compete with NVIDIA. Less so Intel, but they're in the GPU market too.
Does ARM do anything special with AI? Or is that just the actual chip manufacturers designing that themselves?
As I understand it, ARM chips are much more efficient on the same tasks, so they're cheaper to run.
I think its largely the chip manufacturers, but ARM is still making money on licensing fees for Nvidia's new ai chip (with an integrated 72 core arm cpu) for example
ARM is in the perfect place where, if a company using their architecture succeeds, they get tons of money, and if the company fails, they lose nothing.
NPUs
Does ARM make the designs for those also?
Don't forget Qualcomm either.