Squawk Pod Davos 2026: Arm CEO Rene Haas 1/23/26
Jan 23, 2026
Rene Haas, CEO of Arm Holdings and leader in semiconductor CPU IP licensing, explains Arm’s presence across smartphones, data centers, and wearables. He discusses Arm’s neutral role with big tech, AI running from cloud to watches, and the push for extreme energy efficiency. He also covers supply-chain strains, China’s model efficiency, and the inevitability of advanced AI growth.
AI Snips
Chapters
Transcript
Episode notes
ARM Is Everywhere
- Arm's CPU IP is the digital brain inside a huge range of devices from data centers to washing machines.
- Rene Haas highlights that ARM's licensing model makes the company ubiquitous across the semiconductor ecosystem.
Energy Efficiency Is The AI Lever
- AI workloads are appearing across devices from data centers to smartwatches.
- Rene Haas says energy efficiency becomes critical as AI complexity grows, which favors ARM's strengths.
From Data-Center Platforms To Tiny Wearables
- Rene Haas points to ARM's role in NVIDIA's Grace Blackwell and mentions Vera Rubin as ARM-based platforms.
- He contrasts those large platforms with tiny wearables that use less than a watt of power.