Arm CEO Rene Haas on chips, Meta's Arm AGI CPU, SoftBank and robotics

No Priors · youtube · 2026-09-03

On the No Priors podcast, Arm CEO Rene Haas joins Elad Gil and Sarah Guo to discuss Arm's place in the AI compute landscape: the shift from IP licensing to manufacturing physical chips (including the Arm AGI CPU built for Meta), data center buildout bottlenecks and chip time-to-market changes, SoftBank's ecosystem and capital strategy, why US semiconductor manufacturing independence matters, robotics opportunities, and his argument that CPUs remain the heart of executing AI workloads.

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