Uploaded January 2026 | Updated September 2026, 1 week ago

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At Davos, Arm CEO Rene Haas was hosted by Financial Times to discuss artificial intelligence (AI), global compute, and the future of the semiconductor industry.

Rene shares how Arm is positioned at the center of the AI era, why AI adoption is still in its early stages, and what comes next as demand, geopolitics, and infrastructure collide. The discussion also explores memory shortages, AI investment cycles, supply chain resilience, and Arm’s role in shaping the next phase of global technology.

0:00 – Arm CEO Rene Haas at Davos
1:12 – What is Arm
3:40 – AI boom impact: data centers, memory shortages, and device pressure
6:40 – Is AI a bubble? Hype vs real enterprise adoption
10:20 – AI infrastructure: data centers, energy, and global competition
17:19 – Arm future growth strategy
20:00 – SoftBank, Stargate, OpenAI, and NVIDIA lessons
29:58 – Support for startups through Arm Flexible Access and entrepreneurship

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