Executive VP & CFO, Arm Holdings
Search every verified Jason Child interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jason Child, executive vice president and CFO of Arm Holdings, discussed the company's position in the AI infrastructure market during a May 2026 podcast interview. He described Arm as providing "the CPU of choice" for hyperscalers and core infrastructure providershol, and noted that the company is preparing its business to serve customers amid what he called a "significant infrastructure shift." Child distinguished current AI from earlier machine learning, stating that past recommendation algorithms were "not really intelligence" but that newer models are "getting really close to actually having some true intelligence." He advised companies to designate a person or team as an expert funnel for enterprise-grade AI solutions rather than allowing broad experimentation. On Arm's Q4 fiscal 2026 earnings call in May 2026, Child reported that data center royalty revenue "continues to more than double year-on-year," driven by arm-based server chips from major hyperscalers and data center networking chips where Arm has "close to 100% market share." He stated that the company now sees "more than 2 billion dollars of customer demand" for its Arm AE GI CPU across fiscal 2027 and 2028, double the amount cited at launch, and reiterated a target of $15 billion in revenue from that business by fiscal 2031. Child also projected total revenue of $25 billion by fiscal 2031, comprising $15 billion from the AGI CPU business and $10 billion from IP revenue, translating to "more than $9 in EPS."
“I would say there's there's probably two thoughts. I have first thoughts as uh as a company you know who kind of provides I'll just call it the CPU of choice that effectively goes into every hyperscaler and all the core infrastructure providers. So there's there's how do I think about it first in terms of how do we pre...”
“I think what's going to be really interesting over these next couple years, um we're now starting to see and this is where you know we spend a lot of time because we we we you know if you if you look at Nvidia for example uh Grace Blackwell which is kind of the you know the the I will call it the accelerated compute ha...”
“I think the problem will largely sort itself uh over time and possibly in near term as uh I think the vinyl companies are going to start rationalizing the pricing probably based on usage. They are to some extent today but they haven't done much yet. They're obviously very very focused on just gaining adoption as much a...”
“I look at AI and say it's mostly a probab probabilistic uh model versus deterministic and that is it's going to give you the highest likely answer based on whatever your prompt is but it still could be wrong. And that's where we of course know all about hallucinations. Now hallucinations are significantly reducing but...”
In this in-depth interview, Jason Child, CFO of Arm, shares insights on the rapid evolution of AI, its impact on infrastructure, and strategic approaches for businesses to adapt. Discover how AI is transforming hardware, software, and organizational workflows, and learn practical advice for CEOs navigating this technological revolution. Special Guest Jason Child, CFO, Arm
05/06/2026 Q&A: 14:40 Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company is involved in the licensing, marketing, research, and development of microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. It also offers arm central processing units, accelerators, system IP products, and compute platform products, as well as development tools and software. T…
As Arm Holdings (ARM) maneuvers into silicon production and CPU development, EVP and CFO Jason Child explains why agentic AI offers enough demand for Arm to enter the chipmaking race. He believes the company's specialization in building specific parts of CPUs, to crating the entire chip, gives Arm customization opportunities some competitors don't have. "There's nobody like us," Jason says, showing strong conviction in the company's $15 billion revenue guidance through 2031. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min…
Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps ...
Arm Holding's architecture, based on reduced instruction set computing (RISC), today powers billions of devices – from sensors, smartphones and laptops to vehicles, datacenters and beyond. Join Nelson Repenning of MIT Sloan and Jason Child of Arm Holdings Learn how this technology, discovered over four decades ago and born out of simplicity, elegance and parsimony, laid the groundwork for a new era of efficient, scalable technology.
Here's your preview of what AI means in the chip business and other industries within the next five years. Learn here from ARM's ...
Watch Part 2: https://youtu.be/gIx5GBkC8g4 How do elite tech execs show leadership? Jason Child has worked in ...
Arm Holdings Q2 Earnings: Revenue Beat, EPS Beat, AI Creating New Opportunities And More - https://www.benzinga.com/news/earning... Looking for a transcript of this call? Check out the Benzinga Earnings Call Transcripts API - https://www.benzinga.com/apis/cloud-p... 🌐💻Find more coverage on www.benzinga.com 📃🖊 Sign up for Benzinga's Trading Competition Powered by TradeZero for your chance to win up to $30,000! - https://benzingapartners.go2cloud.org... Follow us on socials: 📷 Instagram: www.instagram.com/benzinga 👨👩👦📕Facebook: www.facebook.com/benzinga ⏱TikTok: www.tiktok.com/be…
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