“Haas said Arm expects the new chip to generate roughly $15 billion in annual revenue by 2031, with total annual revenue of $25 billion and earnings per share of $9.”
2026-03-24
14 quotes
“We may be under-calling that number. I think the demand is higher than we think it is.”
“So first of all, the reason why extreme co-design is necessary is because the problem no longer fits inside one computer to be accelerated by one GPU.”
“Install base defines an architecture. Not… Everything else is secondary, okay?”
“My direct staff is 60 people. You know, I don’t have one-on-ones with ’em because it’s impossible.”
“We’re optimizing across the entire stack of software from architectures to chips, to systems, to system software, to the algorithms, to the applications.”
“And so distributed computing at the scale that we do, the CPU is a problem, the GPU is a problem, the networking is a problem, the switching is a problem. And distributing the workload…”
“The better computing company we become, the worse we became as a specialist.”
“I always say that NVIDIA is the house that GeForce built, because it was GeForce that took CUDA out to everybody.”
“As it turns out, we’re a computing platform company. And so nobody can buy anything from us.”
“Yeah, yeah. Yeah, we have more scaling laws now.”
“Data is now limited by compute. And the reason for that is most of the data is synthetic.”
“inference is thinking, and I think thinking is hard. Thinking is way harder than reading.”
“And so the next scaling law is the agentic scaling law.”