Arm CEO Rene Haas on the AI chip race, Intel, and what Trump means for tech

Decoder with Nilay Patel

Alex Heath, Deputy Editor at The Verge, guest hosts this episode of Decoder featuring a live interview with Arm CEO Rene Haas about the future of AI and the semiconductor industry. The two discuss his thoughts on the struggles of Intel, the rumors Arm is developing its own AI chips to rival Nvidia’s, and his thoughts on the incoming Trump administration.

Links:

• What Arm’s CEO makes of the Intel debacle | Command Line
• How Arm conquered the chip market without making a single chip | Decoder
• Arm could be the unexpected winner of the AI investment boom | FT
• Arm to reportedly launch AI chips by 2025 to capture explosive demand | CNBC
• Intel’s CEO is out after only three years | The Verge
• What happened to Intel? | The Verge
• Nvidia plans ARM-based PC platform to rival Intel, AMD | DigiTimes
• Qualcomm x Arm beef escalates | The Verge

Transcript: https://www.theverge.com/e/24084728

Credits:

Decoder is a production of The Verge and part of the Vox Media Podcast Network.

Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James.

The Decoder music is by Breakmaster Cylinder.

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