Haas: Physical AI chip market will surpass data center volume
Rene Haas · Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War · Sep 30, 2025 · at 9:30
Arm CEO Rene Haas discusses the future of robotics hardware requirements with David Friedberg during a panel at the All-In Summit.
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“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, physical AI, particularly AI that can learn is I think going to be a giant market because the robots themselves will have tens of chips, hundreds of chips. So yeah, from a unit standpoint, it could be huge. The numbers are going to be well beyond what we see today.”
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