Arm Warns of Phone Market Weakness

Arm Warns of Phone Market Weakness

May 7, 2026 · 42 min

About this episode

Caroline Hyde interviews Arm CEO Rene Haas about the smartphone market's sluggishness and AI data center demand.

Bloomberg’s Caroline Hyde speaks with Arm CEO Rene Haas about sluggishness in the smartphone industry, and growing demand from AI data centers. Plus, Anthropic signs an agreement with Elon Musk's SpaceX to access computing resources from its competitor. And, the CEO of HawkEye 360 discusses the satellite surveillance firm's IPO, which raised $416 million.   See omnystudio.com/listener for privacy information.

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Host: Caroline Hyde

Guest: Rene Haas

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Organizations: Arm, Anthropic, Elon Musk, SpaceX, HawkEye 360

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