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Introducing Arm CEO Rene Haas, Lessons from working with Jensen Huang, Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size, China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion”, Manufacturing in America: how to create a culture of excellence? US export controls, building in the UK, US-China AI arms race.
I think this CEO should turn his face to people who are actually involved in the manufacturing industry in Europe and the United States and speak directly.