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Mohamed Awad

EVP, Cloud AI Business Unit, Arm Holdings

Verified interview transcripts, podcast appearances, and direct quotes from Mohamed Awad, EVP, Cloud AI Business Unit at Arm Holdings. AI-verified speaker identity with full-text searchable transcripts.

Recent appearances

  • The Agentic Decade Starts with Open Infrastructure

    Mohamed Awad EVP & General Manager of Cloud AI Business Unit - Arm Agentic AI is changing the unit of scale in the data center. AI is evolving from models responding to prompts into agents that reason, use tools, access data and act across increasingly complex systems. As these workflows scale, the challenge moves beyond any single processor, accelerator or server. Performance, efficiency and scalability become infrastructure-level problems.In this keynote, Arm will explore what this shift means for the architecture of next-generation AI data centers, why the industry may need to rethink how…

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  • Arm Cloud AI: Why CPUs Still Matter for Agentic AI

    Why do AI agents need CPUs? Arm EVP Mohamed Awad explains how always-on agentic workloads change cloud infrastructure—from CPU coordination and model routing to power efficiency and memory bandwidth. He also discusses Arm's Meta partnership, custom CPUs, AI hardware cycles, supply-chain constraints, and why the value of AI is intelligence rather than tokens. 0:00 AI agents never go to sleep. 1:28 Meta wanted Arm without legacy baggage. 2:26 AI can reach beyond the server. 3:40 Meet Mohamed Awad 5:49 Arm's compute ecosystem 9:18 Why Meta partnered with Arm 11:52 Common IP across partners 15:25…

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  • Arm Cloud AI: Why CPUs Still Matter for Agentic AI

    AI:AM August 24, 2026 - Arm Cloud AI: Why do AI agents still need CPUs? Mohamed Awad explains how always-on agentic workloads change cloud infrastructure. The AI:AM hosts show a no-staff podcast workflow built with Claude—from dynamic speaker switching and vibe coding to subagents, model division of labor, and continual learning versus RAG. David Li, founder of Shenzhen Open Innovation Lab, explores robots, edge AI, small models, and China's open innovation pipeline, while the closing debate examines rogue agents, prompt injection, attribution, data-center access, and whether the US should sl…

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  • Ep. 73: Arm EVP on AGI CPU - Conception, Opportunity & Ecosystem Impact

    In the high-stakes AI infra market, GPUs were all the rage till Arm announced its AGI CPU and showed the world the importance of CPUs in the agentic AI world. Arm scored a masterstroke by targeting a high-value, unaddressed niche in the market without stepping on the toes of its large, long-time, loyal IP licensee ecosystem with its first chip. In this episode, I talk to Mohamed Awad, EVP of Arm AI infrastructure BU, and the man behind AGI CPU, about the drivers, large and quickly growing opportunity, how the chip is designed for Agentic AI, the competitive landscape against X86 players, diff…

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  • Are "Agentic CPUs" Real? I Asked Arm's EVP of Cloud | Mohamed Awad Interview | Ben Pouladian

    There's been a lot of debate about whether agentic CPUs are real or just marketing hype. So I went straight to the source. At Arm ...

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  • Talking Arm AGI CPU with Arm EVP Mohamed Awad

    In this interview, Mohamed Awad, EVP of ARM's cloud business, discusses ARM's shift from licensing IP to selling silicon, the development of the AGI CPU, and the implications for data centers and software development. Key insights include customer-driven innovation, the design of high-density racks, and the future of software porting to ARM.

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  • Arm Releases First Ever AI Chip, With Meta As Initial Customer

    For more than 35 years, Arm has licensed its chip architecture and collected royalties on every processor made by customers like Apple, Nvidia, Google, Amazon, Intel and Microsoft. Now Arm is becoming their competitor, making physical silicon of its own for the first time, with Meta as the initial customer. CNBC got an exclusive first look at Arm's new AGI CPU that's "ruthlessly optimized" for running AI inference in data centers, and toured the $71 million lab in Austin, Texas, that Arm built for its new CPU. Chapters: 0:00 Introduction 2:06 Becoming a chipmaker 6:54 Making a power-efficient…

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  • Mohamed Awad on Arm's First Foray into Silicon

    For the first time in the company's history, Arm has entered into production silicon products, with the launch of its Arm AGI CPU launched on 24 March 2026 in San Francisco, California (USA). The Arm-designed CPU targets a rising class of agentic AI workloads within AI data centers. In its announcement, Arm said the expansion into silicon products provides its vast ecosystem with greater flexibility in how they build and deploy Arm-based infrastructure — whether licensing Arm IP, adopting Arm CSS, or deploying Arm-designed silicon. To get some understanding of this launch, why Arm decided to…

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  • Arm's Innovations for AI Infrastructure

    👉✅Arm's Innovations for AI Infrastructure 👉 To know more, follow:    / @siliconvalleytechtalks   👉🌍We had the pleasure of interviewing Mohamed Awad in the last episode of Silicon Valley Tech Talks. Mohamed is SVP & GM of the Infrastructure line of business at Arm. The focus of the discussion was the AI Infrastructure landscape and the future role that Arm sees for itself. Brief highlights of the discussions are summarized below: (1) Mohamed discussed how the surge in AI demand is forcing the industry to rethink data center design from the silicon level upward completely. The current infrast…

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  • What AI Wants New Silicon, New Systems, and a New Era for the Data Center, presented by Arm

    Mohamed Awad SVP & General Manager of Infrastructure Business - Arm AI is transforming every layer of the compute stack—and with it, the architecture of modern data centers. In this keynote, Arms SVP of Infrastructure, Mohamed Awad, will outline a vision for the next era of cloud and AI infrastructure one built on energy- efficient, workload-optimized compute and enabled by open collaboration. As hyperscale cloud operators and the broader industry shift toward disaggregated systems and heterogeneous silicon, chiplet-based design is emerging as a key enabler of flexibility and innovation. Arm…

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  • Inside Arm’s Drive to Advance AI’s Data Center Transformation

    As AI fuels a $7 trillion-dollar infrastructure boom, Arm's Mohamed Awad reveals how efficiency, custom silicon, and ...

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  • Mohamed Awad, Arm MWC25 Barcelona

    Savannah Peterson and Dave Vellante host a conversation with Mohamed Awad, SVP/GM, Infrastructure Business at Arm as part of theCUBE’s coverage of MWC25 from Barcelona, Spain 00:00 - Intro 00:07 - ARM's Evolution and Influence: From Technology Frontiers to Infrastructure Integration 03:40 - AI-Driven Innovations in ARM's CPU and Neoverse Roadmap 06:40 - Securing and Customizing ARM's Diverse Silicon Applications 12:46 - Importance of Diverse Semiconductor Supply Chain 16:21 - Forging Partnerships and Envisioning the Future: A Concluding Perspective

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