Haas: Nvidia is an Arm customer rather than a direct competitor
Rene Haas · Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War · Sep 30, 2025 · at 1:12
Arm CEO Rene Haas clarifies Arm's commercial relationship with Nvidia and its CEO Jensen Huang at the All-In Summit.
0:00 / 0:05exact quote · 5.6s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“NVIDIA is a customer of ours, so I'm not gonna say Jensen is my competitor today.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Rene Haas
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.”
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…”
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…”
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.”
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…”
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…”