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Decoder with Nilay Patel

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

948.427 - 967.169 Alex Heath

Turning to Arm's business, you have a lot of customers, all of the big tech companies. So you're exposed to AI in a lot of ways. You don't really break out as far as I know exactly how AI contributes to the business. But can you give us a sense of where the growth is that you're seeing in AI and for Arm?

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