Arm · CEO AI 与半导体
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Haas表示数据中心建设速度前所未有，行业必须更好地争取社区和地方官员的支持。
我们从未见过数据中心基础设施以如此快的速度建设，这一切都由巨大的算力需求驱动。作为一个行业，我们必须更好地让社区和地方官员参与进来，共同推进这些大型项目。原文 (en)
We've never seen a build out of data centers from an infrastructure standpoint at the speed that we've seen recently and all driven by huge demand for compute. And I think it means as an industry, we've just got to get better at getting communities on board, uh local officials on board, uh in terms of building out these large projects.
Haas称星际之门项目没有退缩，仍强劲推进，算力需求超过供给。
完全没有。星际之门计划仍在强劲推进。但数据中心很难建，需要大量人力、审批、基础设施、材料、内存、晶圆和芯片。目前我们看到算力需求超过供给。原文 (en)
No, not at all. I mean the start the Stargate initiative continues in a very, very strong way. Uh, but data centers are hard to build. Uh, there's a lot of people that are required, uh, there's permitting, infrastructure, uh materials, memory, wafers, chips. Uh and right now, what we're seeing, and I think you've heard this from most of the CEOs you've talked to, uh demand uh for compute exceeds supply.
Haas称Arm AGI CPU订单已超10亿美元，并有望达到20亿美元，由智能体工作负载需求推动。
我们三月谈到Arm AGI CPU时，说的是十亿美元订单并希望更多。现在我们不仅超过了这个数字，还看到了20亿美元的前景。这主要由受CPU驱动的智能体工作负载需求推动。原文 (en)
when we talked about the arm AGI CPU back in March, uh, we talked about a billion dollars of orders and uh, and hoping for more. And then incrementally, we've not only exceeded that $1 billion number, but now we have line of sight to two billion dollars. And that's really driven by demand for agentic workloads, which are CPU bound, CPU driven.
Haas预测明年Arm数据中心业务将超过智能手机业务。
明年，我们包括AGI CPU在内的数据中心业务将超过智能手机业务。几年前没人认为这可能。原文 (en)
next year, our data center business including our AGI CPU, will be bigger than our business for smartphones. And people didn't think that was possible a few years ago.
Haas对太空数据中心持怀疑态度，认为五年内不太可能，十年左右在电力成为主要约束时才可能出现。
我认为两年内会有太空数据中心吗？不会。三年？不会。五年，可能也不会。十年，也许。原文 (en)
Uh do I think we'll see data centers in space in two years? No. Three years? No. Five years, probably not. 10 years, maybe so.
Rene Haas认为近期科技股抛售是中期选举后的短视行为，忽视了AI巨大的长期经济潜力。
哈斯表示，近期科技股抛售反映了美国中期选举之后的短视思维。在他看来，这种想法忽视了人工智能巨大的长期经济潜力。原文 (en)
Haas said the recent tech selloff reflects short-term thinking that follows the US midterm elections. In his view, that thinking overlooks the large long-term economic potential of artificial intelligence.
Haas 认为中期选举后的科技股抛售是短视之举，忽视了 AI 对经济的长期影响。
Haas 在 CNBC 上说：“选举期间出现的短期冲击，以及人们谈论的支出等等……在我看来，这是非常非常短视的想法。”原文 (en)
"The short-term blitz that happened in terms of the election, and people talking about spending, etc., etc.," Haas says on CNBC. "To me, I look at that as very, very short-term thinking."
Haas 称智能商品化几乎必然带动全经济体的 GDP 增长。
他表示，智能作为一种商品，几乎必然会推动整个经济的 GDP 增长。原文 (en)
He says intelligence as a commodity is near-certain to drive GDP growth across the economy.
Haas 称 Arm 有望在年底达到 60% 的数据中心市场份额，新 CPU 将受益于 AI 智能体普及，Meta 为主要客户。
Haas 表示公司第二季度创下纪录，并有望在年底时占据数据中心市场 60% 的份额。他说，公司新的 CPU 产品应受益于 Meta 的 Muse 等 AI 智能体日益普及，并称 Meta 是该 CPU 的主要客户。原文 (en)
Haas says the company posted a record second quarter and is poised to exit the year with a 60% market share in the data-center market. The company's new CPU offering should benefit from growing adoption of AI agents like Meta's Muse, he says, adding that Meta is Arm's chief customer for the CPU.
Haas称Arm对新款Arm AGI CPU明年贡献20亿美元收入非常有信心，数据中心业务将超过智能手机业务。
我们现在非常有信心，明年仅这款产品就能带来20亿美元收入，其结果是Arm的数据中心业务将超过智能手机业务。原文 (en)
we now have very high confidence in reaching $2 billion in revenue. Just from this product next year, and the result of this will be that the data center business for Arm will become bigger than smartphones.
Haas称Arm数据中心份额从2024年的15%升至2025年的50%，预计年底达到60%。
我们在数据中心获得了显著的市场份额：2024年为15%，2025年为50%，我们认为到今年底将达到60%。原文 (en)
We have gained significant market share in data centers. We had 15% in 2024. 50% in 2025. We think we will reach 60% by the end of this year.
Haas认为选举和支出的短期波动是短视的，智能商品化长期将推动GDP大幅增长。
从长远来看，很难否认作为一种商品的智能将为所有行业带来巨大的GDP增长。原文 (en)
In the long term, it is hard to deny that intelligence as a commodity will provide huge GDP growth across all sectors.
Haas认为智能体AI负载依赖CPU，Arm节能处理器非常适合，Meta将是重要客户。
当所有这些智能体需要规划、跟踪、做各种检查、判断要做什么时，这些token化工作都是处理器的工作。Arm的处理器因为极其节能，非常适合这类任务。原文 (en)
When all these agents have to plan, track, do all sorts of checks, determine what needs to be done, all this tokenization work is work for the processor. The Arm Aegis processor, because it is extremely energy efficient, is great for this type of task.
Haas表示，在供应和客户结构改善的支持下，Arm AGI CPU在2027-2028财年实现最高20亿美元收入的信心增强。
过去90天，我们对Arm AGI CPU在2027和2028财年实现最高20亿美元收入的信心有所增强，这得益于更多的供应和客户结构。原文 (en)
Our confidence in achieving up to $2 billion of revenue in Arm AGI CPU across fiscal 2027 and 2028 has increased over the last 90 days, supported by additional supply and customer mix.
Haas预计，受各大云厂商自研CPU和英伟达平台放量推动，Arm在头部超大规模云厂商中的份额到2026年底将超过60%。
基于Google Axion、AWS Graviton、微软Cobalt和英伟达平台的预期放量，我们现在预计该份额到2026年底将超过60%。原文 (en)
Based upon expected ramps across Google Axion, AWS Graviton, Microsoft Cobalt, and NVIDIA platforms, we now expect that share to exceed 60% by the end of calendar 2026.
Haas认为智能体AI工作负载受CPU限制，将推动更高核心数和更多CPU需求，对Arm有利。
显而易见，AI任务中的智能体需求受CPU限制，运行的智能体工作负载越多，就需要越多CPU。我认为这最终会推动更高核心数的设备，这对我们非常有利。原文 (en)
What is obvious is that the agentic demands on AI jobs are CPU-bound, and the more agentic workloads that run, that is going to need more CPUs. I think that's what's going to end up driving these higher core count devices, which I think will be very good for us
Haas称Arm的高能效算力有助于缓解预计达38吉瓦的数据中心电力缺口。
摩根士丹利预测到2028年全球数据中心电力缺口达38吉瓦。Arm通过在现有电力下提供更多有效算力，帮助客户应对这一限制。原文 (en)
Morgan Stanley projects a 38 GW global data center power shortfall through 2028. Arm is helping customers address this constraint by delivering more useful compute from the power already available.
Haas警告行业供应将趋紧，并称Arm正努力保障供应以应对庞大需求。
我认为整个行业的供应将会紧张，我们会非常努力地确保满足扩大需求所需的供应，因为我们认为需求非常非常大。原文 (en)
I think supply for the industry is going to be tight, and as Jason mentioned, we'll talk a bit more about our future outlook in upcoming quarters. But we are going to be working very, very hard to secure the supply that we need for the expanded demand because we think it's very, very, very large.
Haas指出内存价格上涨，但认为更大、核心数更高的芯片有提价空间。
自从我们发布Arm AGI CPU以来，内存价格显然大幅上涨。……我认为可以说，对于更大、核心数更高的芯片，我们可能有一定的定价弹性可用。原文 (en)
memory pricing has obviously increased a lot since we announced the Arm AGI CPU. ... I think it is fair to say that there's probably some pricing elasticity that we could potentially exercise on these larger chips and the chips that have higher core counts.
Haas称CPU市场远大于600亿美元的共识，2030年可达1000亿美元，甚至2000亿美元以上。
三月Arm Everywhere活动时，主流观点认为该市场规模约600亿美元且增长有限。我们计算后看法不同，提出2030年达到1000亿美元。后来有人上调了这一数字，我想Lisa甚至说过2000亿美元以上。原文 (en)
when we did the Arm Everywhere day in March, the conventional wisdom was the market was a $60 billion market and was not going to be growing all that much. When we did our calculations, we felt differently, and we talked about a number that day of $100 billion by 2030. I think that number has been increased by various folks. I think Lisa may have even said $200 billion or more.
Haas预计，随着加速器头节点CPU从x86转向Arm，数据中心版税将在未来数年三位数增长。
谷歌已宣布将x86转换为连接TPU第8代的Axion。正如Jason所说，这就是我们对数据中心特许权使用费未来数年三位数增长高度有信心的原因。原文 (en)
Google has already announced the conversion of x86 to Axion, connecting to TPU version 8. To Jason's point, this is why we have a high degree of confidence on data center royalties growing triple digits over the next number of years.
Haas称后续芯片迭代节奏约18到24个月，Arm以机架系统性能为设计目标，并关注网络和I/O。
这个市场的量产爬坡节奏大约是18到24个月。……我们在开发这些产品时，考虑的是机架系统性能。原文 (en)
you can think about this market goes at about an 18- to 24-month cadence in terms of production ramps. ... When we think about developing these products, we're thinking about rack system performance.
Haas 预计 Arm 自研 CPU 在 2027 和 2028 财年销售额达 20 亿美元，数据中心业务占比将持续提升。
CEO Rene Haas 表示，公司预计在 2027 和 2028 财年自研 CPU 销售额将达到 20 亿美元，并强调数据中心业务在营收中的占比将不断上升。原文 (en)
Chief Executive Rene Haas said the company expects $2 billion in sales of its own CPUs in fiscal 2027 and 2028, stressing that the data center business will account for a growing share of revenue.
Rene Haas表示，Arm看到数据中心相关的各类技术需求大幅攀升。
我们看到围绕数据中心领域的所有技术都出现了巨大的需求增长。原文 (en)
We’re just seeing huge pickup for all technology around the datacentre space,
Haas表示，Arm已与台积电等供应商锁定产能，认为2027-2028财年销售20亿美元AGI CPU的目标非常可行。
我们认为20亿美元的目标现在非常有望实现。原文 (en)
We think the two (billion) is now very achievable,
Haas 表示 Arm 受供应限制，供应增加就能做更多，并对实现目标充满信心。
“如果我们有更多供应，就能做得更多。我们对实现这一目标非常有信心。”原文 (en)
Arm Chief Executive Rene Haas said: "If we had more supply, we could do more. We feel strongly confident about achieving that goal."
Rene Haas（与财务长 Jason Child 联名）称，AI 带动前所未有的算力需求，Arm 的 IP 业务和以 Arm AGI CPU 为代表的新芯片业务均快速增长。
AI 正在推动云、设备和自主系统对算力产生前所未有的需求，而 Arm 是首选的计算平台。我们的业务现在由两个领域驱动，两者都在快速增长：IP 业务（合作伙伴加大对 Arm 技术的投入并部署创纪录数量的基于 Arm 的芯片），以及我们新的芯片业务（对 Arm AGI CPU 的需求极为强劲）。原文 (en)
AI is driving unprecedented demand for compute across the cloud, devices and autonomous systems, with Arm being the compute platform of choice. Our business is now driven by two areas, both of which are showing rapid growth: The IP business, where partners increase their investment in Arm technology and deploy record numbers of Arm-based silicon, and our new silicon business, where demand for Arm AGI CPU is extremely strong,
Arm 高管称其在数据中心持续获得份额，受性能和能效需求推动，头部超大规模云厂商中的服务器份额从 2024 年的 15% 升至 2025 年的 50% 以上。
随着 AI 基础设施规模扩大，对性能和能效的需求不断增长，Arm 在数据中心持续获得份额。数据中心授权费同比翻倍，顶级超大规模云厂商中基于 Arm 的服务器市场份额增长逾两倍，从 2024 年的 15% 升至 2025 年的 50% 以上。原文 (en)
Arm continues to gain share across the data center, driven by growing demand for performance and power efficiency as AI infrastructure scales. Data center royalties doubled year over year, and Arm-based server market share at the top hyperscalers more than tripled—from 15% in calendar 2024 to more than 50% in calendar 2025,
Arm 高管预计，基于 Google、AWS、微软和英伟达平台的放量，其在头部云厂商中的服务器份额到 2026 年底将超过 60%。
基于 Google Axion、AWS Graviton、Microsoft Cobalt 和 NVIDIA 平台当前的放量情况，我们预计该份额到 2026 年底将超过 60%。原文 (en)
Based on current ramps across Google Axion, AWS Graviton, Microsoft Cobalt, and NVIDIA platforms, we expect that share to exceed 60% by the end of calendar 2026,
Rene Haas 认为数据中心 CPU 未来很可能走向 256 核甚至 512 核，而多核架构正是 Arm 的优势。
Arm CEO Rene Haas 表示，未來行業很可能轉向 256 核心甚至 512 核心的設計，多核心架構恰恰是 Arm 的優勢。
Rene Haas认为数据中心CPU很可能转向256核乃至512核设计，而高核心数正是Arm的优势。
Arm CEO Rene Haas指出，行业很可能转向256核心甚至512核心的设计，高核心数正是Arm的优势所在。
他表示 Arm 发布机器人宣言是为了让行业对问题形成共识，呼吁共同制定统一的机器人能力框架，而非直接给出解决方案。
我们之所以向全世界发布它，是因为我们希望对问题本身形成共识。我们带来的不是解决方案，而是一个需要整个行业共同解决的问题陈述。原文 (en)
And the reason we're presenting that to the world is that we want to get a common understanding of the problem statement. We're not bringing a solution. What we're bringing is a problem statement for the industry to work together on.