Rene Haas on ARM AGI CPU
From 【原音呈現LIVE】安謀執行長Rene Haas 發表主題演講 · · TVBS Money
“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.”
On , Rene Haas, Chief Executive Officer of ARM & Director at SoftBank, spoke about ARM AGI CPU during 【原音呈現LIVE】安謀執行長Rene Haas 發表主題演講 on TVBS Money.
About Rene Haas
Rene Haas, CEO of Arm and a director at SoftBank, has been a prominent voice at recent technology conferences, emphasizing the company's strategic pivot from its smartphone legacy toward cloud computing and artificial intelligence. During a March 2026 interview with Bloomberg, Haas stated that Arm is "shifting away from being largely known for smartphones to being around the cloud and data centers," predicting that within five years that business would be "orders of magnitude larger" than its smartphone operations. He highlighted the launch of Arm's first chip, the "Arm AGI CPU," which he said was developed in response to customer demand from companies including Meta, SAP, Cloudflare, and OpenAI. Haas described the potential revenue from this product line as "north of 100 billion" dollars over four to five years, compared to a roughly $3 billion total addressable market under the traditional royalty model. At COMPUTEX 2026 in Taipei, Haas delivered a keynote focused on the rise of "agentic AI," which he argued would drive a surge in CPU demand. He stated that Arm had projected "four times the number of CPU cores needed in the same power envelope going forward," and noted that the total addressable market for CPUs in five years could exceed $100–120 billion, a figure he said analysts initially questioned but now see as potentially twice as large. Haas credited Taiwan's partner ecosystem as critical to Arm's operations, saying "without Taiwan there really is no ARM." He also cited Google's decision to move the head node of its TPU 8T and 8i from x86 to Arm-based Axion chips, claiming a 60% power reduction at the same performance. On supply chain resilience, Haas argued that "the world needs global resiliency" and that there should be fabs on every continent, while noting that the semiconductor value chain contains "single points of failure" such as ASML's EUV lithography machines.