Chief Executive Officer of ARM & Director, Softbank
Search every verified Rene Haas interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Rene Haas, CEO of Arm Holdings and a director at SoftBank, has been active in public discussions about the company’s role in the expanding AI infrastructure market. In May 2025, Haas commented on Intel’s decline, stating that the company was “punished” for missing mobile and for not investing in extreme ultraviolet (EUV) lithography at the same rate as TSMC, which he said made it “very difficult to catch up.” He also expressed optimism about U.S.-China collaboration on AI, saying that based on conversations he has had, China’s “minds are in the right space” regarding safety and guardrails, and that countries with capabilities need to “sit at the table to have the conversations.” In mid-2026, Haas discussed SoftBank’s plans to develop a large-scale AI data center, describing the company as “uniquely positioned to win” due to its assets in AI, robotics, energy, and compute. He argued that the demand for compute is not a sign of a glut, noting that “everyone needs more and more compute.” At COMPUTEX 2026 in Taipei, Haas highlighted the growth of agentic AI, stating that Arm believes “four times the number of CPU cores” will be needed in the same power envelope going forward. He also cited Google’s decision to move the head node of its TPU systems from x86 to Arm-based Axion chips, claiming a “60% less power at the same performance” benefit. Haas emphasized Arm’s reliance on Taiwan’s ecosystem, saying, “Without Taiwan there really is no ARM.”
“If you shut off supply of a computing architecture into other parts of the world, what will happen? Certain parts of the world that have the capabilities either in terms of people, technology, innovation, they will find a way and they will find a way around the problem. And once that happens, you've now created two par...”
“If you miss a few, time is very very you will be punished for that. And I think Intel has unfortunately been punished on a few areas. They were punished on mobile. Obviously, they missed that completely. They were also punished in terms of manufacturing of going to EUV on EUV is an advanced methodology for building the...”
“I don't think so, continuation of a statement last week at the annual meeting from the head of SoftBank, you look at the ecosystem, Open AI, robotics, infrastructure, SoftBank energy, ARM compute, SoftBank is a lot of assets of the company and a group to get into this business so the announcement, the telecom carrier j...”
“I will share that opinion, if you look at the deal basics did with Anthropic, it's basically Elon Musk doing his own compute providing compute for someone doing frontier methods. I do the Meta deal is similar, a lot of demand for compute and not everything can be served by smaller players and when you talk about the in...”
“We believe going forward that four times the number of CPU cores needed in the same power envelope going forward.”
“We threw out a number back on March 24th around a CPU TAM in five years going to north of 100 120 billion dollars. And again, at the time when we did that event, we had a lot of questions from media, investors, analysts saying, 'That number seems a little too aggressive. Not sure how you got there.' Fast forward, the n...”
“Two times the performance per rack versus a comparable x86 system. Basically means same power envelope, two times the benefit in terms of performance. If you want to half the power, you still have equivalent performance.”
“We estimate about 10 gigawatts of capacity, over 10 billion dollars, up to 10 billion dollars of savings.”
“Very significant announcement took place last month where Google announced for their TPU 8T and 8I that the head node, the CPU that interfaces into the accelerators, is going to move from x86 to Axion, which is their internal chip using Arm Neoverse. 60% less power at the same performance.”
“We made a comment back on March 24th and I think we were probably one of the very first to do this that said we believe going forward that four times the number of CPU cores needed in the same power envelope going forward.”
“We threw out a number back on March 24th around a CPU TAM in 5 years going to north of 100 $120 billion. And again, at the time when we did that event, we had a lot of questions from media investors, analysts saying that number seems a little too aggressive. Not sure how you got there. Fast forward, the numbers that pe...”
“Two times the performance per rack versus a comparable x86 system. Basically means same power envelope, two times the benefit in terms of performance. If you want a half the power, you still have equivalent performance. So it's incredibly efficient.”
“Google announced for their TPU 8T and 8i that the head node, the CPU that interfaces into the accelerators, is going to move from x86 to Axion, which is their internal chip using ARM neoverse. 60% less power at the same performance.”
“What's happening is the computer industry was limited by the number of people using the computers. And now we have agents that are autonomously using computers. And so we're going to have instead of 1 billion humans using computers, we will have tens of billions, maybe more than that of agents and robots and self-drivi...”
“We threw out a number back on March 24th around a CPU TAM in 5 years going to north of 100 $120 billion. And again, at the time when we did that event, we had a lot of questions from media investors, analysts saying that number seems a little too aggressive. Not sure how you got there. Fast forward, the numbers that pe...”
(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm's history, understanding ...
Arm Holdings CEO Rene Haas discusses SoftBank Corp.'s developments as it looks to lead the A.I. data center race on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #softbank #arm #renehaas #ai #technology #data #datacenter #business #ceo #tech #innovation #investment #chips #semiconductors Subscribe to Fox Business: https://bit.ly/2D9Cdse Watch more Fox Business Video: https://video.foxbusiness.com Watch Fox Business Network Live: http://www.foxnewsgo.com/ FOX Business Network (FBN) is a financial news channel delivering real-…
Arm CEO Rene Haas explains how Taiwan's partner ecosystem is critical for AI development. He also discussed how the rapid rise of agentic AI will trigger immense growth in CPU demand. -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtechnology Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • "Bloomberg Tech" With Caroline Hyde and Ed... Get the latest in tech from Silicon Valley and around the world here: https://www.bloomberg.com/technology Connect with us on... X: / technology Fa…
Arm CEO Rene Haas takes the stage at COMPUTEX 2026 to showcase how Arm is powering the next era of AI computing, from cloud infrastructure to edge devices. As agentic AI reshapes what’s possible, Arm is enabling AI at every scale with a platform built for performance, efficiency, and flexibility. #LiaoXiaoJun #XiaoJunTaiwanPLUS #REALTALK #XiaoJunLive #FengtaiNewMedia #ARM #ReneHaas #ComputexTaipei #AI #ArtificialIntelligence #ComputexTaipei ★Like, subscribe, and share! Turn on notifications to support "XiaoJun Taiwan PLUS"! ★"XiaoJun Taiwan PLUS" News Network @Website Link→ https://fantast…
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#黃仁勳 #輝達 #Arm #AI #COMPUTEX COMPUTEX2026今年主題演講由Arm CEO Rene Haas擔任，現場除了聚焦在代理式AI時代的關鍵基石，現場還有重量級合作夥伴嘉賓站台。 ※下載非凡新聞ＡＰＰ看更多：https://reurl.cc/jr7A5p ※下載非凡商業ＡＰＰ學理財：https://reurl.cc/oYLj9j 更多內容 敬請鎖定 【非凡新聞台】【非凡商業台】 非凡電視台YouTube頻道 / ustv 非凡電視台IG / ustvnews 非凡電視台粉絲團 / ustv.fans 非凡電視台官網 http://www.ustv.com.tw
Arm CEO Rene Haas speaks to Bloomberg's Tom Mackenzie as the chip company positions itself for a major shift beyond smartphones, betting big on the rapid growth of cloud computing and data centers. This interview was recorded on March 23 for "Bloomberg Tech: Europe." -------- Like this video? Subscribe to Bloomberg Technology on YouTube: / @bloombergtechnology Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here: • "Bloomberg Tech" With Caroline Hyde and Ed... Get the latest in tech from Silicon Valley and around the world here:…
At the Arm Everywhere event, Arm CEO Rene Haas introduces Arm’s first production silicon, the Arm AGI CPU, a company first as Arm moves beyond IP and compute subsystems to building complete chips for AI data centers. In his keynote, Rene outlines why Arm is expanding into silicon and how the rise of agentic AI is changing the requirements of modern data centers. As AI workloads move beyond simple queries to continuous, multi-step tasks, demand for CPU compute, memory bandwidth, and power efficiency is increasing. Meanwhile, Mohamed Awad, EVP of Cloud AI at Arm, explains the core features a…
At the Arm Everywhere event, Arm CEO Rene Haas introduces Arm’s first production silicon, the Arm AGI CPU, a company first as Arm moves beyond IP and compute subsystems to building complete chips for AI data centers. In his keynote, Rene outlines why Arm is expanding into silicon and how the rise of agentic AI is changing the requirements of modern data centers. As AI workloads move beyond simple queries to continuous, multi-step tasks, demand for CPU compute, memory bandwidth, and power efficiency is increasing. Meanwhile, Mohamed Awad, EVP of Cloud AI at Arm, explains the core features a…
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