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.
Related event: Arm CEO: CPUs remain the heart of AI, 80-90% of engineers use AI daily(4 posts)→
More from Companies & People
- Affiniti Pivots Into an AI-Native Operating System for 3,300+ Main Street Businesses — jfiance · 2026-10-21
- CodeRabbit Ships 5,000 PRs a Week With a Tiny Team, Hires by Strategy-Game Hours — omojumiller · 2026-10-21
- AI safety researcher Sören Mindermann moves to Tsinghua, co-founds Beijing AI Safety Hub — dhadfieldmenell · 2026-10-21
- Runway joins Claude Marketplace, letting enterprises spend Anthropic budget on video generation — runwayml · 2026-10-21
- Pichai: everyone is massively short on AI compute — 'everyone wishes you had two times what you had planned' — firstadopter · 2026-10-21
- Open side sweeps all three open-vs-closed AI debates at GitHub HQ; Percy Liang on the enterprise IP bottleneck — stanfordnlp · 2026-10-21