00:00:00
There's a company nearly every chipmaker
00:00:01
relies on that doesn't actually make
00:00:03
anything tangible. Yet, its Blockbuster
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IPO in September valued it above 54
00:00:08
billion.
00:00:08
It's the largest public offering in over
00:00:10
2 years.
00:00:12
The valuation of the company has
00:00:14
tripled.
00:00:15
If you have a smartphone in your pocket
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or in front of you, you have an ARM
00:00:19
circuit somewhere inside of it.
00:00:22
What is it like for the CEO of ARM,
00:00:25
which is so pivotal and important in
00:00:27
this world? We are the CPU, the heart of
00:00:29
everything.
00:00:30
They're the winner of the CPU side.
00:00:32
The foundation models, the software is
00:00:34
moving far faster than the hardware. So,
00:00:37
what we're seeing is people investing
00:00:39
faster and faster into new hardware,
00:00:41
which ends up being a good thing for us.
00:00:43
So, if that's not exuberance, I don't I
00:00:45
don't know what is.
