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

1027.758 - 1055.25 Rene Haas

So our core business is around CPUs, but we also do GPUs. We also do NPUs, neural processing engines. And what we are seeing is the need to add more and more compute capability to accelerate these AI workloads. We're seeing that kind of as table stakes. Either put a neural engine inside the GPU that can run acceleration or make the CPU more capable to run extensions that can accelerate your AI.