Arm CEO Addresses AI Chip Supply Concerns Amid Stock Volatility

Arm Holdings CEO Rene Haas addressed investor concerns about the company's ability to meet demand for its new AI chips, citing $2 billion in customer demand through fiscal 2027 and 2028. The stock fell 10% on Thursday after CFO Jason Child maintained the official $1 billion revenue outlook during the earnings call, despite an upward revision in the shareholder letter. The stock had surged 75% since the AGI CPU's March 24 debut.

By Kevin Stankiewicz · CNBC · May 7, 2026, 16:44 UTC

Tickers: $ARM

Topics: AI chips CEO commentary demand forecast stock performance supply chain

Read the full article at CNBC

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