---
格式版本: 2
标题: "Arm CEO Rene Haas says the AI boom is supply-constrained with robust demand"
原文链接: "https://www.cnbc.com/video/2026/07/15/arm-ceo-rene-haas-says-the-ai-boom-is-supply-constrained-with-robust-demand.html"
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![Arm CEO Rene Haas says the AI boom is supply-constrained with robust demand](./assets/img-0408fc85.jpg)

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## Arm CEO Rene Haas says the AI boom is supply-constrained with robust demand

Arm CEO Rene Haas told CNBC’s Morgan Brennan that demand for AI infrastructure remains strong, with chips, data centers, energy and workers all limiting supply. The industry could stay supply-constrained for the next two to three years, said Haas in an exclusive interview at the Pennsylvania Defense and Innovation Summit hosted by Sen. Dave McCormick (R-PA) on Wednesday. ARM’s data center business is poised to become its largest segment “very soon,” Haas told Brennan.

07:26

Wed, Jul 15 20266:30 PM EDT

![Arm CEO Rene Haas says the AI boom is supply-constrained with robust demand](./assets/img-0408fc85.jpg)