Arm Holdings CEO says US would have difficulty banning AI CPU chip exports to China

Arm CEO Rene Haas stated that blocking CPU exports to China for AI use would be difficult because CPUs are widespread across many applications, unlike GPUs (graphics processing units) where specific performance thresholds can be established.

On Tuesday, Arm announced ByteDance and Oracle as new customers for the company's AGI CPU data center chip. Demand for the chip is stronger than eight weeks prior.

Arm expects the data center CPU to generate about $15 billion in annual revenue in about five years. In May, the company doubled its guidance for demand to $2 billion across fiscal 2027 and 2028.