Quote Chips & compute· May 7, 2026

Agentic AI demand for CPUs is firm and not going away

This is not perishable demand, to be clear. This is demand that is firm, sustaining, and very, very robust. Agentic AI puts a huge amount of pressure on the CPU to do all the work around orchestration, scheduling, and the management of these agents. That's only work the CPU can do. So, while we are in the process of securing supply for that additional demand, the demand is not going away. I'm confident we'll get that supply, and I'm also very confident that demand is going to continue.

in a CNBC interview with Jim Cramer

Rene HaasArm · CEO

Where it comes from

Arm CEO looks to set the record straight after the stock's post-earnings tumble

CNBC · 2026-05-07

What the article says

Arm Holdings CEO Rene Haas on Thursday sought to reassure investors about one of the biggest sticking points after its earnings report: Will Arm be able to produce enough of its AI chips to meet ...

CNBC

Also from this article

Rene Haas — TSMC knew about the AGI CPU long before launch Rene Haas — Arm stayed silent until the chip was validated for…

More from Rene Haas

All quotes →

Confidence in meeting $2 billion Arm chip demand rises again

“So what we said in the earnings call I think was May timeframe that we had visibility to $2 billion, and what we said in the last earnings call was that our confidence to achieve that $2…”

Chips & compute·Sep 16·CNBC

TSMC knew about the AGI CPU long before launch

“These chips take a while to design. They take a while to build. They take a while to get through the entire pipeline. So we are working with our partners in TSMC for months, if not years,…”

Chips & compute·May 7·CNBC

Arm stayed silent until the chip was validated for production

“We really only wanted to talk about it when the product was back from TSMC. It was working, the customer validated it, and we were ready for production.”

Business & funding·May 7·CNBC

On the same topic: Chips & compute

Lip-Bu Tan Intel

Disappointed Intel Couldn’t Meet Strong CPU Demand in Q3

“Intel CEO Lip-Bu Tan said Thursday that he’s “disappointed” the company was “not able to meet strong demand” in the third quarter as he cited “near-term challenges” that included supply…”

Chips & compute·today·CRN

Lip-Bu Tan Intel

Superintelligence demand is driving historic supply shortages

“The industry continues to navigate one of the most significant supply shortages in the [sic] history, driven by the unprecedented demand for super intelligence,”

Chips & compute·today·The Verge

Lip-Bu Tan Intel

Nova Lake tracking ahead of schedule, with twice Panther Lake's design wins

“Nova Lake, our first Intel 18A-P client product, is tracking ahead of schedule, with design wins expecting to be twice those of Panther Lake at launch.”

Chips & compute·today·Tom's Hardware