In the Media Podcast the edgeArm’s boss discusses key topics affecting his company: Thanks from Intel’s boss, Donald Trump’s threat of customs tariffs and artificial intelligence.
Arm CEO Rene Haas was a guest on the podcast. Decoder Of the edge. His company is responsible for it.Architecture armArchitecture armUsed by a large number of processors, especially for almost all smartphones, tablets and recent Macs. The man talked about his failuresIntelIntelthe chip race for artificial intelligence, and the consequences of the customs tariffs that Donald Trump plans to impose against China.
Most processor manufacturers today are ” fictitious “, in other words they don’t have their own factories, but use subcontractors. In 2021, Intel CEO Pete Gelsinger is trying to turn the company around and invest in new factories to a strategy of vertical integration. Practicing.
However, the board of directors decided to retire him in early December after not seeing results. For René Haas, this is a mistake. According to him, the strategy launched three years ago will be fruitful only after 5 to 10 years. Their alternative is to decide whether to continue or abandon this strategy. If René Haas admits that vertical integration can be a substantial benefit, he emphasizes that the costs can be very high. He also points out that Arm works closely with Intel, but declined to comment on rumors of a possible takeover of its product division.
Trump administration has “really good stuff” on tech world
Renee Haas sees Donald Trump’s appointment of David Sachs as “AI czar” as a good thing. the eyethe eye. The billionaire, originally from South Africa, is nearbyElon MuskElon Musk and Peter Thiel. The Arm CEO is happy to see the tech world represented in the new administration, unlike Trump’s first presidency. ” Having a seat at the table and having access to politics is a really good thing. “, he says. And he’s not really worried about the new US president’s announced tariffs on imports from China. For him, it’s a simple threat to open negotiations. He doesn’t believe Trump will follow through on his threat. Will follow.
He also supports the CHIPS Act, which has been enacted by the Biden administration to address shortages. SemiconductorsSemiconductors By financing constructionconstruction factories in the United States. And if there are doubts about their ability to find enough qualified people for various highly specialized jobs, Arm’s CEO believes that investment in university programs and semiconductor research will compensate. There should be a lot of help.
Artificial General Intelligence in two or three years
Regarding chips for artificial intelligence, René Haas points out that AI will have to be integrated at every level, even on small and simple devices. Will not necessarily need to run. Chat GPTChat GPT Not all, but almost all devices will integrate a layer of AI, whether it’s a copilot on a PC, or just a few algorithms on headphones. So it will be necessary to integrate AI Accelerator (NPU) at all levels.
However, it takes 2-3 years to develop a new chip, so the ones currently on the market were designed before ChatGPT arrived. He expects a sudden jump in abilities. The matterThe matter AI devices when chips have the necessary power and models are small enough to run on them.
Finally, he talked about artificial intelligence. First, he anticipates the evolution of connected auxiliaries, e.g AlexaAlexa or assistant GoogleGoogle. For this, they will no longer just respond to our requests, but will soon be able to anticipate them. While Sam AltmanSam AltmanThe CEO of OpenAI seems convinced.General artificial intelligenceGeneral artificial intelligence (AGI) will arrive next year, René Haas thinks it’s a bit short. However, he also says he has scaled back his forecast over the past year, and now thinks it will be reached in just two or three years.
