Rene Haas
speaker
57 appearances
1 recordings
1 series
first heard May 2026
last heard 7 May
Rene Haas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
This is not something an accelerated GPU can manage.
So what's happening?
Demand for CPUs is exploding.
And uh the timing of the ARM AGI CPU launch, I think, just reinforced huge demand for that kind of product.
So we are now seeing demand for not only the IP that people use to build ships based on ARM in the data center, but the ARM AGI CPU.
And I think I mentioned on the call, we had visibility.
to about a billion dollars of orders that we had in our forecast.
That number over the last five weeks has doubled to two billion dollars.
So demand is certainly not a problem.
Yeah, so the partners we talked about at launch uh was Meta, of course, uh OpenAI, uh a large partner, uh, Cerebrus, uh, SK Telecom, Rebellions, SAP.
So it's it's pretty broad, uh, F5 networks.
We're seeing it across network infrastructure, but largely around uh simply putting more CPUs inside the data center.
The other thing that we did, Caroline, with with this product is uh when you're building uh
Something of this nature, it's not just a chip, but it's a system.
And we work closely with partners like Supermicro and Lenovo and Astrock, who build the systems and racks that customers can order.
And these 36 kilowatt air-cooled racks, uh, the one of the beauties of the ARM AGI CPU is that you can get twice the performance in the same power versus a comparable x86 rack.
So uh, and of course
We're known for power efficiency, so that's not a surprise.
But it is one of the other things that's catalyzing demand.
Yeah, so what we said on the earnings call was the the billion dollars of orders that we talked about, we have the supply for that.
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