Jason Child on AI infrastructure
From EP. 11 | How Arm's CFO Sees the Future of AI and Infrastructure | Human Capital Gains · · Human Capital Gains Podcast
“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 hardware of choice. Uh Grace is the CPU that's built on ARM. Next generation will be called Ver Rubin. Uh Blackwell is the GPU that Nvidia builds. uh Vera is the next generation CPU uh built on ARM and then Ruben is the next generation uh GPU and so what's interesting is when you kind of break down the workloads the training and a lot of the intelligence creation is really coming out of the GPU but as you now get into aentic AI which is a lot of say openclaw is a great example of agents and bots basically working with each other to create things every agent is actually a CPU workload and so so then as a result we're going to start to see a lot more focus on how are we deploying the right amount of CPUs and in particular the CPU core.”
On , Jason Child, Executive VP & CFO at Arm Holdings, spoke about AI infrastructure during EP. 11 | How Arm's CFO Sees the Future of AI and Infrastructure | Human Capital Gains on Human Capital Gains Podcast.
About Jason Child
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."