Davos 2026: Arm CEO Rene Haas 1/23/26

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Business News, News, Investing, Business

4.2 • 543 Ratings

🗓️ 23 January 2026

⏱️ 10 minutes

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Summary

From the World Economic Forum in Davos, Arm CEO Rene Haas discusses the global AI race and what it means for the semiconductor industry. He breaks down current chip demand, Arm’s ubiquity in AI projects, the strain AI is putting on energy consumption, and the next phase of AI growth. In this episode: Rene Haas, @renehaas237 Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY

Transcript

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0:00.0	Invidia, Grace Blackwell, that's all armed.
0:07.3	Apple's iPhone, that's arm.
0:08.9	Samsung's galaxy phone, that's arm.
0:11.4	Pixels Google phone, that's arm.
0:13.6	Microsoft shipping surface tablets based on ARM.
0:17.4	Armholding's CEO, Renee Haas, at the World Economic Forum in Davos, Switzerland.
0:23.5	His position in the AI ecosystem as the licenser of the CPUs that build data centers,
0:29.9	iPhones, even wearable tech.
0:32.6	It would be hard to find a company that doesn't use ARM.
0:35.5	His vision for innovation as one of the building blocks of AI.
0:39.1	Where does AI go, right?
0:40.6	Does AI start to replace workers?
0:42.7	Does AI start to invent?
0:44.6	At what point does AI create?
0:46.4	What is the next product?
0:47.7	Plus, the potential for AI to invent new AI,
0:51.9	new companies?
0:52.9	Haas says it is only a matter of time.
0:55.9	The level of innovation in the last 10 years,
0:58.4	compared to the previous 50 or the previous 100,
1:00.8	it will get there.
1:01.9	The question is when.
	...

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