Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio
There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. Yet its Blockbuster IPO in September valued it above $54 billion. It's the largest public offering in over two years. The valuation of the company has tripled. If you have a smartphone in your pocket or in front of you, you have an arm circuit somewhere inside of it.
We are the CPU, the heart of everything. They're the winner of the CPU side. The foundation models, the software, it's moving far faster than the hardware. So what we're seeing is people investing faster and faster into new hardware, which ends up being a good thing for us. Ladies and gentlemen, please welcome
Arm CEO Renee Haas. Thank you so much. How are you, David? Welcome, welcome. David, hey, good to see you.
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