Haas称Arm AGI CPU订单已超10亿美元，并有望达到20亿美元，由智能体工作负载需求推动。
我们三月谈到Arm AGI CPU时，说的是十亿美元订单并希望更多。现在我们不仅超过了这个数字，还看到了20亿美元的前景。这主要由受CPU驱动的智能体工作负载需求推动。原文 (en)
when we talked about the arm AGI CPU back in March, uh, we talked about a billion dollars of orders and uh, and hoping for more. And then incrementally, we've not only exceeded that $1 billion number, but now we have line of sight to two billion dollars. And that's really driven by demand for agentic workloads, which are CPU bound, CPU driven.
Haas表示数据中心建设速度前所未有，行业必须更好地争取社区和地方官员的支持。
我们从未见过数据中心基础设施以如此快的速度建设，这一切都由巨大的算力需求驱动。作为一个行业，我们必须更好地让社区和地方官员参与进来，共同推进这些大型项目。原文 (en)
We've never seen a build out of data centers from an infrastructure standpoint at the speed that we've seen recently and all driven by huge demand for compute. And I think it means as an industry, we've just got to get better at getting communities on board, uh local officials on board, uh in terms of building out these large projects.
Haas称星际之门项目没有退缩，仍强劲推进，算力需求超过供给。
完全没有。星际之门计划仍在强劲推进。但数据中心很难建，需要大量人力、审批、基础设施、材料、内存、晶圆和芯片。目前我们看到算力需求超过供给。原文 (en)
No, not at all. I mean the start the Stargate initiative continues in a very, very strong way. Uh, but data centers are hard to build. Uh, there's a lot of people that are required, uh, there's permitting, infrastructure, uh materials, memory, wafers, chips. Uh and right now, what we're seeing, and I think you've heard this from most of the CEOs you've talked to, uh demand uh for compute exceeds supply.
Haas预测明年Arm数据中心业务将超过智能手机业务。
明年，我们包括AGI CPU在内的数据中心业务将超过智能手机业务。几年前没人认为这可能。原文 (en)
next year, our data center business including our AGI CPU, will be bigger than our business for smartphones. And people didn't think that was possible a few years ago.
Haas对太空数据中心持怀疑态度，认为五年内不太可能，十年左右在电力成为主要约束时才可能出现。
我认为两年内会有太空数据中心吗？不会。三年？不会。五年，可能也不会。十年，也许。原文 (en)
Uh do I think we'll see data centers in space in two years? No. Three years? No. Five years, probably not. 10 years, maybe so.
Rene Haas认为近期科技股抛售是中期选举后的短视行为，忽视了AI巨大的长期经济潜力。
哈斯表示，近期科技股抛售反映了美国中期选举之后的短视思维。在他看来，这种想法忽视了人工智能巨大的长期经济潜力。原文 (en)
Haas said the recent tech selloff reflects short-term thinking that follows the US midterm elections. In his view, that thinking overlooks the large long-term economic potential of artificial intelligence.