Inside the chips that "power everything" (Arm CEO Rene Haas) | Pioneers of AI

Pioneers of AI host Rana el Kaliouby sat down with Arm CEO Rene Haas recently, live on stage at Fortune Brainstorm AI in San Francisco. Chances are, you’ve used computer chips from the company Arm. The UK firm’s CPUs are in almost every smartphone, plus a ton of laptops, cars, even refrigerators – not to mention their integral role around AI infrastructure in data centers. Rene shared insights on the growing shift from training to inference, the rise of AI on edge devices, and how Arm is helping power AI from the megawatt to the milliwatt scale. His bold prediction? No one will be talking about an AI bubble a year from now. Chapters: 00:00 Introducing Rene Haas 01:39 What is Arm? 02:56 From a Cambridge barn to AI data centers 05:47 Are we in an AI bubble? 07:27 Shift from training to inference 09:42 The fragility of semiconductor supply chains 11:46 The competitive landscape for AI hardware 14:30 The future of physical AI 17:00 Is Arm going to start building chips? 18:30 AI in 2026 🎧 LISTEN TO THE PODCAST Apple Podcasts: https://podcasts.apple.com/us/podcast/pioneers-of-ai/id1763085968 Spotify: https://open.spotify.com/show/6gbpjgcqJ40rtPrHnXeOWG 💻 LEARN MORE Our website: https://www.pioneersof.ai/ ⚡JOIN OUR COMMUNITY LinkedIn: https://www.linkedin.com/company/pioneersofai/ Facebook: https://www.facebook.com/pioneersofai Instagram: https://www.instagram.com/pioneersofai X: https://twitter.com/pioneersofAI TikTok: https://tiktok.com/@pioneersofai 💡ABOUT US Pioneers of AI is your guide to the latest technological frontier. Each week, host Rana el Kaliouby (AI scientist, investor, author, co-founder of Affectiva) is joined by the leading creators, critics, and thinkers behind mind-blowing technology and asks the important questions about how artificial intelligence is changing the way we live. As we venture together into the unknown, Pioneers is your tool to understanding and anticipating what comes next. #artificialintelligence #ai #technology #technology #machinelearning #ranaelkaliouby #pioneersofai #affectiva #aitechnology #futureofai #aiinnovation #aiadvancements #aiethics #aipodcast #aiinterview #techinterview #futureoftech #aichips #renehaas #armai #armchips #aihardware #inference #aitraining #gpus #cpus