Inside Arm’s AI Pivot: From Smartphones to the Cloud | Bloomberg Tech: Europe 4/10/2026

In this episode of “Bloomberg Tech: Europe,” Bloomberg’s Tom Mackenzie explores how Arm – the company behind the chips in most smartphones — is shifting into AI, cloud, and data centers. He sits down with CEO Rene Haas to discuss Arm’s strategy, the race for AI dominance, and what it means for the future of technology. Don’t miss this deep dive into one of tech’s most pivotal moves.

“Bloomberg Tech: Europe” spotlights the biggest names and trends shaping the region’s technology ecosystem as the global competition heats up. This monthly, 30-minute magazine-style show features in-depth interviews with top technology leaders, as well as major investors and policymakers – giving you a compelling A to Z of the most consequential innovations, opportunities and challenges.

Chapters:
00:00:00 – Bloomberg Tech: Europe
00:01:58 – The story behind Arm
00:03:55 – Arm CEO Rene Haas
00:06:57 – Haas on Arm’s future, geopolitics, Softbank, Apple, Stargate, AI, jobs
00:14:00 – Clare Pleydell-Bouverie, Liontrust, Fund Manager
00:16:32 – Arm & the broader semiconductor industry
00:20:22 – Arm CEO Rene Haas on AI
00:22:12 – Haas on his legacy
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