Arm CEO Rene Haas stated the company is more confident than in July that it can secure sufficient supply to meet $2 billion in customer demand for its new AGI CPU. The $2 billion figure represents a loftier revenue objective for the AI processor as Arm expands its hardware footprint in the artificial intelligence sector.

Current demand for the AGI CPU may already exceed available supply. Haas pointed to the scale of customer interest and reiterated that he is more confident in the company's ability to obtain the necessary components to fulfill the $2 billion target than he was in July.