ARM CEO Rene Haas discusses AI chips, Intel’s struggles, and policy challenges

Arm CEO Rene Haas, in an interview with the Verge, described the "breathtaking" pace of AI advancement and its growing influence across technology sectors. Haas highlighted Arm’s critical role as the architecture provider for devices ranging from Apple iPhones to AWS servers while hinting at potential changes in the company's strategy amid the AI revolution.

The discussion covered Arm’s expanding influence in AI data centers, where hyperscalers like AWS report 50 percent of new deployments using Arm-based chips. As AI workloads become "table stakes" across devices, Haas underscored the need for CPUs, GPUs, and NPUs capable of accelerating complex tasks.

On Intel’s decline, Haas reflected on its strategic missteps and suggested collaboration—such as licensing Arm designs—could be beneficial, particularly for Intel’s fabrication ambitions.

On US-China tensions, Haas cautioned against a “hard break” in supply chains, advocating for balanced policies amid growing tariffs and export controls. He emphasized the CHIPS Act’s importance in domestic semiconductor production but flagged concerns over workforce shortages, urging investment in semiconductor education.

While Haas avoided confirming reports that Arm might design its own AI chips—potentially competing with customers—he stressed the importance of aligning hardware and software optimization.

As AI wearables, edge computing, and data center demands surge, Haas believes innovation will arrive “gradually and then suddenly,” shaping the next evolution of computing.