Uploaded June 2026 | Updated September 2026, 2 weeks ago
At Web Summit Rio 2026, Arm's Chief Commercial Officer Will Abbey discusses the company’s move into building its own chips, after decades of licensing the architecture behind smartphones, PCs, cars, data centers, and AI infrastructure.
The conversation covers why Arm sees silicon as a new way for customers to access its technology, how AI workloads are changing compute requirements, and why performance per watt is becoming a central constraint for the industry.
Will also discusses Arm’s position in the broader AI ecosystem, the limits of measuring AI adoption by token usage, supply challenges in AI chips, the geopolitics of compute, security and IP protection, public concerns around data centers, and what agentic AI could mean for consumers over the next few years.
00:00 — Opening and Arm’s move from blueprints to silicon
02:33 — AI infrastructure, customers and ecosystem strategy
04:12 — Measuring AI usage by outcomes, not tokens
06:31 — Why power efficiency is becoming central to AI
08:36 — Demand, supply constraints and scaling AI chips
10:54 — Geopolitics, security and responsible hardware use
13:42 — Data centers, power demand and public policy
18:34 — Agentic AI and the consumer future
Stay connected with Arm: arm.com
At Web Summit Rio 2026, Arm's Chief Commercial Officer Will Abbey discusses the company’s move into building its own chips, after decades of licensing the architecture behind smartphones, PCs, cars, data centers, and AI infrastructure.
The conversation covers why Arm sees silicon as a new way for customers to access its technology, how AI workloads are changing compute requirements, and why performance per watt is becoming a central constraint for the industry.
Will also discusses Arm’s position in the broader AI ecosystem, the limits of measuring AI adoption by token usage, supply challenges in AI chips, the geopolitics of compute, security and IP protection, public concerns around data centers, and what agentic AI could mean for consumers over the next few years.
00:00 — Opening and Arm’s move from blueprints to silicon
02:33 — AI infrastructure, customers and ecosystem strategy
04:12 — Measuring AI usage by outcomes, not tokens
06:31 — Why power efficiency is becoming central to AI
08:36 — Demand, supply constraints and scaling AI chips
10:54 — Geopolitics, security and responsible hardware use
13:42 — Data centers, power demand and public policy
18:34 — Agentic AI and the consumer future
Stay connected with Arm: arm.com
