Challenges of Bringing Fabs to the U.S.

Rene discusses lost U.S. manufacturing muscle memory, cultural views of manufacturing jobs, and the need for prestige and training.

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Episode notes

(0:00) Introducing Arm CEO Rene Haas

(1:08) Lessons from working with Jensen Huang

(3:20) Arm's history, understanding Nvidia's dominance in AI, training vs inference, physical AI market size

(10:01) China's AI ecosystem, the US-Intel deal, rare earths, creating a US "national champion"

(15:35) Manufacturing in America: how to create a culture of excellence?

(18:34) US export controls, building in the UK

(23:42) US-China AI arms race

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