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

1106.906 - 1131.91 Alex Heath

There was a lot of chatter going into Apple's latest iPhone release about this AI super cycle with Apple Intelligence and this idea that Apple Intelligence would reinvigorate iPhone sales and the mobile phone market in general is plateaued. When do you think AI, on-device AI, really does begin to reignite the growth in mobile phones? Because right now it doesn't feel like it's happening.