In this episode of Decoder, host interviews Arm CEO Rene Haas about the influence of AI on the semiconductor sector and Arm's future plans. Haas offers his perspective on Intel's challenges, the geopolitical factors shaping chip production—especially the US-China dynamics—the CHIPS Act, and the promise of on-device AI. He discusses Arm's potential move to create its own AI chips, aiming for better synergy between hardware and software, while highlighting the importance of remaining neutral among its diverse customer base. The conversation also explores the rapid evolution of AI and the exciting prospect of Artificial General Intelligence (AGI), speculating on when it might emerge and the implications it could have.
