Core Insights - Arm Holdings CEO Rene Haas emphasized the need to move some AI functions away from the cloud to reduce energy usage, suggesting that large multi-gigawatt data centers may not be sustainable in the long run [1][2] Group 1: AI Workloads and Energy Efficiency - Haas highlighted two key vectors for improving AI efficiency: providing low power solutions in the cloud and shifting AI workloads to local applications, which can run on devices like phones and computers [2] - He noted that while AI training will likely remain cloud-based, AI inference can be executed locally, indicating a trend towards hybrid computing models [2][3] Group 2: Partnerships and Market Impact - Arm announced an expanded partnership with Meta to enhance AI efficiency across software and data center infrastructure, which positively impacted Arm's stock, resulting in a 1.49% increase [4] - The partnership focuses on data centers and associated software stacks, with specific applications in Meta's new Ray-Ban Wayfarer glasses, where AI functions are performed both in the cloud and locally on the device [5]