Rene Haas

Rene Haas is the chief executive officer of Arm Holdings, the semiconductor technology company whose processor designs and compute platform are widely used across smartphones, cloud, automotive, IoT, and AI infrastructure. He has led Arm since 2022 and is a public voice on AI-driven compute demand and the chip ecosystem.

Arm’s AI CPU Orders Double to $2 Billion as Smartphones Weaken

Arm chief executive Rene Haas told Bloomberg Tech that weakening smartphone demand is being offset by a faster-growing AI data center business, where order visibility for Arm’s AGI CPU has doubled to $2 billion in five weeks. Haas argued that agentic AI workloads are increasing the need for CPUs to handle orchestration and scheduling that GPUs cannot manage, making Arm’s opportunity less dependent on handset volumes and more tied to data center infrastructure, supply-chain execution and rack-level power efficiency.

Bloomberg TechnologyMay 7, 20265 min read