Davos 2026: Arm CEO Rene Haas 1/23/26

From the World Economic Forum in Davos, Arm CEO Rene Haas discusses the global AI race and what it means for the semiconductor industry. He breaks down current chip demand, Arm’s ubiquity in AI projects, the strain AI is putting on energy consumption, and the next phase of AI growth. In this episode: Rene Haas, @renehaas237 Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY