Jason Child on AI revolution
From EP. 11 | How Arm's CFO Sees the Future of AI and Infrastructure | Human Capital Gains · · Human Capital Gains Podcast
“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 prepare our business to make sure we can serve our customers and that's one aspect but then I would say the other aspect is the same that probably everyone else is dealing with and that is how is this going to affect my organization the company you know my children you know and the world around me.”
On , Jason Child, Executive VP & CFO at Arm Holdings, spoke about AI revolution 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."