Arm CEO says he's confident AI data center demand is going to continue

This is not perishable demand. Uh to be to be clear, this is demand that is uh firm uh sustaining and very very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around orchestration, scheduling, management of these agents, that's only the work the CPU can do.So uh while we are in the process of securing supply with that additional demand, the demand's not going away. I'm confident we'll get that supply and I'm also very confident the demand is going to continue. ...