Redefining Chip Architecture with Arm CEO Rene Haas

There's no computing problem that's ever been invented that doesn't utilize and can't utilize the microprocessor. It is the heart of everything. All roads lead through it, around it, past it. Something has to do the orchestration, arbitration decision around where those tokens go. That's what CPUs do. Chip design can take anywhere from twenty four to thirty six months depending on the complexity of the chip, etcetera, etcetera. The actual design is not the largest amount of time. The largest amount of time is in the verification, the validation, the debug. AI is really good at that. And if we were to shut it off, it's like being in the 1990s, you've got internet and you're now saying, you know, only internet between the hours of two and four. Yeah. After that, go to the library that we have down the hall. It'd be anarchy. Yeah. The genie's out of the bottle and there's no stopping that. Hi, listeners. Welcome back to No Priors. Today, Elad and I are here with Renee Haas, the CEO of ARM and SoftBank Group International. We talk about the position of ARM within the chip industry, the resurgence of interest in chip innovation, the challenges of the supply chain, the future of robotics, energy, his place in the SoftBank Group, and how he sees workloads changing in the future and for ARM. Renee, thanks so much for doing this with us. Pleasure. Congratulations on the chip presentation at hot chips and, you know, all of the progress that ARM has made. I think there's enormous amount of interest from the technology industry and the software industry and just sort better understanding the chip supply chain recently. For anybody who's not super familiar, can you explain Arm's position in it? And then we'll get into sort of more recent topics. So we have two positions in the chip supply chain. Our primary business is licensing IP, the CPU core that finds its way into smartphones, data centers, automobiles, you name it. Our customers are the ones who either build the chips themselves, a Samsung who's got their own fab, or the vast majority companies that take their chip designs and go to TSMC and get them taped out. So in that world, and this is the cool thing about ARM, because we're so broad in terms of the markets that we serve, we kind of see everything. We have a very good sense of what's going on in automotive, data center, smartphones. So we see the supply chain situation from all angles. We also introduced our first product last March, the one you just mentioned at Hotchips, the Army GI CPU. So now we're in that soup ourselves from the standpoint of we're also having to figure out how to buy substrates and buy wafers and buy memory, etcetera, etcetera. So we're up to our waste and everything on the supply side. Why'd you make the move now? So know, ARM, I believe, existed …