Pioneers of AI ‘Like Disneyland when it just opened’: Arm CEO Rene Haas on the AI revolution
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Dec 17, 2025 
In this engaging conversation, Rene Haas, CEO of Arm—whose technology powers billions of devices—shares insights from the forefront of AI infrastructure. He discusses the shift from training to inference and how Arm's low-power CPUs are pivotal for AI on edge devices. Haas boldly predicts that concerns about an AI bubble will fade, emphasizing the transformative potential of AI in fields like life sciences. He also delves into competitive dynamics with NVIDIA and the future of CPU innovations, from memory to robotics.
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ARM Is Everywhere
- ARM CPUs are embedded in nearly every mobile phone and countless other devices, meaning most people use dozens of ARM chips daily.
- Rene Haas emphasizes ARM's ubiquity across phones, cars, TVs, and appliances as foundational to modern electronics.
Energy Efficiency Scales From Edge To Cloud
- Energy efficiency makes ARM CPUs attractive from low-power devices to massive AI data centers.
- Nvidia chose ARM for CPUs paired with its AI accelerators, driving ARM's cloud adoption and the 50% compute prediction.
Inference Will Outgrow Training
- Training teaches models and currently consumes massive datacenter compute, while inference is the ubiquitous ongoing use.
- Rene Haas predicts inference will explode across cloud and edge, benefiting ARM's widespread CPU footprint.