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    ARM CEO Rene Haas Details $2B Demand for New Chip, Addresses Supply Concerns

    The Claman Countdown · FBN · Aired May 7 · 1m 4s

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    ARM CEO Rene Haas discusses the significant demand for their new Arm AGI CPU data center chip, clarifying that an initial $1 billion demand has increased by an additional $1 billion. He explains that demand is largely driven by AI agent workloads that require CPUs, not GPUs, and expresses confidence in securing supply.