Chances are, you’ve used computer chips from the company Arm. The UK firm’s CPUs are in almost every smartphone, plus a ton of laptops, cars, even refrigerators – not to mention their integral role around AI infrastructure in data centers. Pioneers of AI host Rana el Kaliouby sat down with Arm CEO Rene Haas recently, live on stage at Fortune Brainstorm AI in San Francisco. He shared insights on the growing shift from training to inference, the rise of AI on edge devices, and how Arm is helping power AI from the megawatt to the milliwatt scale. His bold prediction? No one will be talking about an AI bubble a year from now.

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