Arm CEO: Demand curve for AI is 'insatiable'
CNBC Televisionยท2025-09-24 17:00
just listening to the conversation that you were having uh prior uh about all of the spend that's taking place, the money from Coreeave, the money that's going on obviously was announced yesterday with with OpenAI and SoftBank and Oracle of which we're hugely proud to be a part of. the the demand curve still appears to be, you know, rather insatiable. And one of the key indicators we look around that uh Jim is that while chat GPT and these models are getting very good at solving things like the bar exam and ...