Building Compute Foundations for the Physical Economy - with Drew Henry of ARM

A widening gap between mature digital compute and the newly awakening physical world is forcing enterprises to rethink how they embed AI into logistics, manufacturing, and other high‑stakes environments where errors carry real operational risk. In this episode, Drew Henry, Executive Vice President for Physical AI at Arm, joins host Daniel Faggella and examines how leaders are navigating the shift from fixed automation to model‑driven intelligent control, and what it takes to make confident, high‑impact infrastructure decisions amid rapid algorithmic and hardware change. The discussion highlights how advanced teams ground adoption in concrete operational problems, build competency around new model‑based interfaces, and use simulation and digital twins to de‑risk retooling in power‑ and compute‑constrained environments. If you want to listen to the same things that other infrastructure and AI leaders in the Fortune 500 are tuned into, then check out the AI infrastructure podcast, it's emerj.com/inf1