Introduces Arm CEO Rene Haas and notes ARM's massive scale - 4 chips for every human on the planet shipped last year.
Becky
Rene Haas
Confirms ARM's massive scale - enough chips shipped to cover every person who ever lived, describes ARM as CPU compute platform at heart of smartphones, data centers, automobiles, washing machines.
Asks how to think about ARM in competitive chip space - partners vs competitors.
Becky
Rene Haas
Describes ARM as 'Switzerland of semiconductor industry' - supplies CPU IP to everyone including NVIDIA, Apple, Samsung, Google, Microsoft.
Asks if ARM cares about competitive landscape outcomes or is neutral.
Becky
Rene Haas
Sees amazing time in industry with AI, huge opportunity for ARM as AI workloads run everywhere from data centers to smartwatches.
Asks about latest advancements in energy efficiency.
Becky
Rene Haas
ARM powers Grace Blackwell platform, Vera Rubin uses 6x more ARM CPUs than previous platform, also in wearables consuming <1 watt.
Asks if data center electricity/copper shortages impact ARM through customers.
Becky
Rene Haas
Everyone in semiconductor supply chain impacted by shortages - memory, wafers, turbines.
Asks if agrees with Andy Jassy that energy shortage for data centers is better than 18 months ago.
Becky
Rene Haas
Agrees it's better but scaling problem exists - US has energy but transmission lines, contracts, easements are bottlenecks.
Asks about concern over potential technological breakthroughs like DeepSeek doing more with less processing power.
Becky
Rene Haas
Hard to think of terrible outcome from ARM standpoint, expects innovation in AI models becoming domain-specific.
Asks what worries him if not technological breakthroughs.
Becky
Rene Haas
Questions where AI goes - replacing workers, inventing, creating new companies.
Questions if AI advancement is predestined via scaling laws or needs breakthroughs.
Becky
Rene Haas
Believes AI will get there - question is when, not if, based on innovation pace of last 10 years vs previous 50-100.
Notes timing matters, compares to self-driving cars - sort of there, sort of not.
Becky
Rene Haas
Timing creates big cone of risk - 2030, 2040, 2050 all possible.