The Most Important AI Company Isn’t OpenAI. It Might Just Be This Under-the-Radar Business

While everyone is debating which model is best, one AI chip company is focused on something different.

Arm CEO Rene Haas. Photo: Getty Images

When I asked Arm’s vice president for client computing, James McNiven, which AI model he expected to come out on top, he didn’t reach for a name. “Consumers don’t buy models, they buy experiences,” he said.

It is an easy line to nod at and then forget, but it explains why Arm’s reading of the AI race looks so unlike everyone else’s. Based in Cambridge, United Kingdom, Arm does not manufacture chips. It........

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