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Arm CEO on Selling Own Chips, Meta Is One of First Customers

Arm Holdings Plc. is going to start selling its own chips for the first time. Meta Platforms will be their first major customer. Arm Chief Executive Officer Rene Haas shows off the AGI CPU and speaks to Bloomberg’s Tom Mackenzie. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Arm Holdings Plc. is going to start selling its own chips for the first time. Meta Platforms will be their first major customer. Arm Chief Executive Officer Rene Haas shows off the AGI CPU and speaks to Bloomberg’s Tom Mackenzie.
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5 Comments

5 Comments

  1. @JulesKruijtzer

    March 24, 2026 at 7:34 pm

    Noooo

  2. @tubelator

    March 24, 2026 at 7:42 pm

    so from 4b now to 1t?? does that mean the stock also needs to go up 25x ??

  3. @AA-kj4ic

    March 24, 2026 at 8:20 pm

    “we have a lot of ways to address that”, this CEO doesn’t seem to have a clear plan, he’s just trying to get some money out of the AI wave, but how to go from 4b to 1T? just bla bla bla no solid content, just throwing fancy words around so far.

  4. @AbreySpa

    March 24, 2026 at 9:16 pm

    LFG $XA90P!

  5. @BloqueadaStamper

    March 24, 2026 at 9:16 pm

    Don’t wait for the breakout grab XA90P today.

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Bloomberg Technology

Google Rolls Out New AI Chips to Challenge Nvidia

Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more. ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of “Bloomberg Tech” with Ed Ludlow here:   Get…

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Alphabet Inc.’s Google is rolling out new artificial intelligence chips, aiming to capitalize on its rapid ascent as a challenger to Nvidia Corp. Mandeep Singh of Bloomberg Intelligence has more.
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Bloomberg Technology

Menlo: Agents Now Drive 80% of Enterprise AI Usage

Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of…

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Enterprise AI spending has surged to $177 billion, up from $33 billion in 2025, according to Menlo Ventures’ latest State of Enterprise AI report. Partner Deedy Das says AI agents now account for 80% of usage, as businesses move beyond chatbots toward systems capable of completing complex tasks autonomously. He also discusses the dominance of Anthropic and OpenAI in enterprise API spending. He joins Carol Massar on “Bloomberg Tech.”
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Bloomberg Technology

Nvidia Investor: Governance Now Part of the Valuation

Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest…

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Wealth Enhancement CIO Doug Huber says the fundamental investment case for Nvidia hasn’t changed, but the investigation surrounding CEO Jensen Huang is putting leadership, succession and corporate governance more firmly into the valuation debate. He joins Carol Massar on “Bloomberg Tech.”
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