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Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech


The ubiquitous chip designer on what the “breathtaking” pace of AI means for the future.

Arm’s architectures are behind Apple’s custom iPhone and Mac chips, they’re in electric cars, and they’re powering AWS servers that host huge chunks of the internet. Now, one could argue that it’ll maybe help if AI bots and agents can come in and do meaningful work, but building chips and semiconductor processes is very much an art as well as a science, particularly around improving manufacturing yields. I think people who build a company and are running it 20, 30 years later and drive it with the same level of passion and innovation — Jensen, Masa, Ellison, Jeff Bezos, I’m sure I’m leaving out names — carry a lot of the same traits.

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