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From the World Economic Forum in Davos, Arm CEO Rene Haas discusses the global AI race and what it means for the semiconductor industry. He breaks down current chip demand, Arm’s ubiquity in AI projects, the strain AI is putting on energy consumption, and the next phase of AI growth.

In this episode:

Rene Haas, @renehaas237

Becky Quick, @BeckyQuick

Joe Kernen, @JoeSquawk

Andrew Ross Sorkin, @andrewrsorkin

Cameron Costa, @CameronCostaNY

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