Decoder with Nilay Patel
Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech
Rene Haas
So I think that's why you're seeing companies like CoreWeave and Oracle and people who are not traditionally in this space who are now running AI cloud. Well, why is that? Because... capacity. The traditional large hyperscalers, the Amazons, the Metas, the Googles, the Microsofts, there's just not enough capacity.
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