Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. Yet, its Blockbuster IPO in September valued it above 54 billion. It's the largest public offering in over 2 years.The valuation of the company has tripled. If you have a smartphone in your pocket or in front of you, you have an ARM circuit somewhere inside of it. We are the CPU, the heart of everything. They're the winner of the CPU side.the foundation models, the software, it's moving far faster than the hardw ...