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Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk

An investor who's witnessed every major technology for the last four decades joins CNBC's The Tech Download podcast.

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Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk

Hauser (Arm co-founder): AI is the biggest technology revolution ever, but valuations have gotten ahead of themselves with circular financing risks. Computing architecture will shift via in-memory and photonic technologies for energy efficiency; Europe risks tech dependence.

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thenextweb.com1 g fa

Arm co-founder: AI is a revolution, and a rollercoaster

Arm co-founder warns AI revolution real but valuations inflated; flags circular financing as structural risk, Nvidia's $6.5bn photonics bet signals forced architecture shift. For tech leaders: largest labs survive resets, in-memory/photonics reshape chip strategy—Europe risks dependence without scaling indigenous AI champions.

Timeline cronologica

venerdì 14 agosto 2026·cnbc.com
Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk
An investor who's witnessed every major technology for the last four decades joins CNBC's The Tech Download podcast.
venerdì 14 agosto 2026·thenextweb.com
Arm co-founder: AI is a revolution, and a rollercoaster
Arm co-founder Hermann Hauser says AI will create more value than any revolution before it, but warns some valuations ran ahead of themselves.