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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.58-0.2%12:01 PM EST
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From: sbfm10/16/2025 7:13:12 AM
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Arm Holdings CEO: move AI workloads from cloud to reduce power consumption share.google

("Arm Holdings CEO Rene Haas told CNBC's Jim Cramer on Wednesday that moving some AI functions away from the could help reduce energy usage.

Over time, he suggested, a large number of multi-gigawatt data centers won't be sustainable.

"You look to yourself, well, what are the kind of things that need to happen? I think there's two vectors to it," Haas said. "One is low power, the lowest power solution you can get in the cloud. Arm really contributes there. But I think even more specifically is moving those AI workloads away from the cloud to local applications."

While he said AI training will likely always happen in the cloud, running AI, called inference, can happen locally — meaning on the chips inside people's phones, computers and glasses. History has shown "we always go to hybrid models around computing," according to Haas.")

QCOM has been talking about - and developing its chips for - AI at the edge for years. Eventually, Haas' comments will begin to filter through to the analysts and someone figures out that Snapdragon's will power that move. (Maybe, finally, "good enuf" won't be enough for the next upgrade cycle.)
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