AI compute demand

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 3, 2026 by Rene Haas · across every show →

Everything said about AI compute demand, oldest first

Sep 3, 2026 bullish

Opinion

Haas: AI compute capacity is not even close to oversupplying demand

“The bubble in terms of, are we over oversupply to demand? Not even close. And I think again, that's because the demand is insatiable.”

Rene Haas Sep 3, 2026 ▶ 14:49 Redefining Chip Architecture with Arm CEO Rene Haas

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AI compute demand

Everything said about AI compute demand, oldest first

Turn any episode into a week of clips.