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Arm CEO Sees AI Demand Outpacing Smartphone Slump

Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.

May 7, 2026

AMD's AI Push Fuels Strong Q1 2026 Results

AMD reports a strong Q1 2026 with $10.3B revenue, driven by AI infrastructure demand, and sees accelerating growth prospects for its MI450 Series.

May 5, 2026