Rene Haas

So, yeah, I think to getting to a model that can think and reason and invent, we're not that far away.

So, yeah, I think to getting to a model that can think and reason and invent, we're not that far away.

So, yeah, I think to getting to a model that can think and reason and invent, we're not that far away.

Yeah, this is going to sound like one of those if I did it answers, right? So I got to be thinking about why would Arm consider doing something other than what it currently does? I'll go back to the first discussion we were having relative to AI workloads. What we are seeing consistently is that AI workloads are being intertwined with everything that is taking place from a software standpoint.

Yeah, this is going to sound like one of those if I did it answers, right? So I got to be thinking about why would Arm consider doing something other than what it currently does? I'll go back to the first discussion we were having relative to AI workloads. What we are seeing consistently is that AI workloads are being intertwined with everything that is taking place from a software standpoint.

Yeah, this is going to sound like one of those if I did it answers, right? So I got to be thinking about why would Arm consider doing something other than what it currently does? I'll go back to the first discussion we were having relative to AI workloads. What we are seeing consistently is that AI workloads are being intertwined with everything that is taking place from a software standpoint.

So we are, at our core, we are a computer architecture. That's what we do. We have great products, our CPUs are wonderful, our GPUs are wonderful, but our products are nothing without software. The software is what makes our engine go. If you are defining a computer architecture and you're building the future of computing,

So we are, at our core, we are a computer architecture. That's what we do. We have great products, our CPUs are wonderful, our GPUs are wonderful, but our products are nothing without software. The software is what makes our engine go. If you are defining a computer architecture and you're building the future of computing,

So we are, at our core, we are a computer architecture. That's what we do. We have great products, our CPUs are wonderful, our GPUs are wonderful, but our products are nothing without software. The software is what makes our engine go. If you are defining a computer architecture and you're building the future of computing,

One of the things you need to be very mindful of is that link between hardware and software. And that link in terms of really understanding where the tradeoffs are being made, where the optimizations are being made, what are the ultimate benefits to consumers from a chip that has that type of integration, that is easier to do if you're building something than if you're licensing IP.

One of the things you need to be very mindful of is that link between hardware and software. And that link in terms of really understanding where the tradeoffs are being made, where the optimizations are being made, what are the ultimate benefits to consumers from a chip that has that type of integration, that is easier to do if you're building something than if you're licensing IP.

One of the things you need to be very mindful of is that link between hardware and software. And that link in terms of really understanding where the tradeoffs are being made, where the optimizations are being made, what are the ultimate benefits to consumers from a chip that has that type of integration, that is easier to do if you're building something than if you're licensing IP.

just from the standpoint that if you're building something, you're much closer to that interlock and you have a much better perspective in terms of the design trade-offs to make. So if we were to do something, that would be one of the reasons we might.

just from the standpoint that if you're building something, you're much closer to that interlock and you have a much better perspective in terms of the design trade-offs to make. So if we were to do something, that would be one of the reasons we might.

just from the standpoint that if you're building something, you're much closer to that interlock and you have a much better perspective in terms of the design trade-offs to make. So if we were to do something, that would be one of the reasons we might.

Well, I mean, my customers are Apple. I don't plan on building a phone. My customer is Tesla. I'm not going to build a car. My customer is Amazon. I'm not going to build a data center.

Well, I mean, my customers are Apple. I don't plan on building a phone. My customer is Tesla. I'm not going to build a car. My customer is Amazon. I'm not going to build a data center.

Well, I mean, my customers are Apple. I don't plan on building a phone. My customer is Tesla. I'm not going to build a car. My customer is Amazon. I'm not going to build a data center.

Well, he builds boxes, right? He builds DGX boxes, and he builds all kinds of stuff.

Well, he builds boxes, right? He builds DGX boxes, and he builds all kinds of stuff.