Non-Perishable AI Demand
7:56–8:50 · 55s
Haas says Arm has supply for the first $1B of AGI CPU orders and calls the surge 'non-perishable demand,' expressing confidence in a $15B revenue target by FY31.
7:56–8:50 · 55s
Haas says Arm has supply for the first $1B of AGI CPU orders and calls the surge 'non-perishable demand,' expressing confidence in a $15B revenue target by FY31.
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