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

Decoder with Nilay Patel

Vox Media Podcast Network

Technology, Business

4.3 • 3.2K Ratings

🗓️ 16 December 2024

⏱️ 43 minutes

🔗️ Recording | iTunes | RSS

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Summary

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. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Support for the show comes from Alex Partners.
0:04.3	If you're in the tech industry, wondering how artificial intelligence is going to affect your business might seem like the new normal by now.
0:11.0	Alex Partners is a global consulting firm dedicated to helping you navigate the changing headwinds of AI without getting lost in the noise.
0:18.7	Learn how your business can navigate AI
0:20.9	while making sure your strategic initiatives are aligned
0:23.9	by reading Alex Partners' latest technology industry insights,
0:28.1	available at www.l-W-W-W-Alexpartners.com slash Vox.
0:32.7	That's www.a-L-I-X Partners.com slash V-O-X.
0:40.4	In the face of disruption, businesses trust Alex Partners to get straight to the point and deliver results when it really matters.
0:51.1	Hello and welcome to Decoder.
0:53.0	I'm Alex Heath, Deputy Editor at The Verge filling in for
0:55.7	Nilai while we finish out the year here on the show. On another recent episode, I teased an
1:00.5	interview with the CEO of Chip Design Company Arm, and today we have that interview for you.
1:05.7	I sat down live in Silicon Valley earlier this month with Arm's CEO Renee Haas at an event
1:10.8	hosted by Alex
1:11.7	Partners. It was a really fun conversation and I think you're going to like it.
1:16.2	Renee is a fascinating character in the tech industry. He's worked at two of the most
1:20.5	important chip companies in the world, first Nvidia and now ARM. That means he's had a front row
1:25.9	seat to how the industry has changed in the shift from
1:28.2	desktop to mobile, and how AI is now changing everything all over again. Arm has been central
1:34.5	to these shifts as the company that doesn't build but rather designs some of the most important
1:39.2	computer chips in the world. Arms architectures are behind Apple's custom iPhone and Mac chips, they're in electric
	...

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