Arm CEO Rene Haas, a former Nvidia executive, recounts how competitive friction with Intel led Nvidia to pivot engineering resources to Arm-based chipsets.
“That was the genesis of starting to pivot to ARM in a very big way inside NVIDIA, because at that time, Jensen looked at what was going on with SoCs and ARM-based architecture and moved everybody on to the SoC program.”
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More from Rene Haas
Disclosure
Haas: Arm is considering expanding beyond its traditional IP licensing model
“I hinted in the last conference call that we're looking at going a little bit further than we do today.”
Rene HaasSep 30, 2025▶ 7:44Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
PredictionOpen · timeframe Sep 2030
Haas: Physical AI chip market will surpass data center volume
“Yeah, I think so because I think they're gonna, today, they largely use repurposed automotive chips, right? Things that have functional safety compliance around ADAS, but they're not specific for actuators or specific for smaller parts of the joint. So, physic…”
Rene HaasSep 30, 2025▶ 9:30Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Insight
Haas: TSMC's compounding manufacturing advantage makes catching up nearly impossible
“Once you fall behind in chips, it's very, very difficult to catch up because the cycle gets on top of you. TSMC now has the best fabs in the world. The leading edge companies, Apple, Nvidia, AMD, they all build a TSMC. TSMC gets better at what they're building…”
Rene HaasSep 30, 2025▶ 12:36Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
AssertionNot checkable as stated
Haas: Rare earth supply bottleneck is refining capacity, not raw minerals
“The access for the minerals are global. There's no issue in getting access to materials. The issue is in the refinement and actually building the factories that can refine the materials.”
Rene HaasSep 30, 2025▶ 13:50Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
Opinion
Haas: US has lost muscle memory for 24/7 semiconductor manufacturing
“TSMC is a twenty-four-seven operation where if a line goes down or a customer's got a problem, not only are the technicians need to be ready to go, the engineers need to be ready to go, and that is something that, ah, I think we've lost the muscle memory insid…”
Rene HaasSep 30, 2025▶ 17:17Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
PredictionNot checkable as stated
Haas: Restricting chip access will force foreign nations to build parallel ecosystems
“If you shut off supply of a computing architecture into other parts of the world, what will happen? Certain parts of the world that have the capabilities, either in terms of people, technology innovation, they will find a way and they will find a way around, a…”
Rene HaasSep 30, 2025▶ 20:57Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
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