$ARM Holdings Ltd(ARM)$ Look, the ARM CEO needs to stay in his lane, unless he knows the science in the other lane. He heads up a company that totally relies on electricity to work. When he made statements about electricity shortfalls limiting AI, he is only technically correct that IF electricity is not plentiful, then AI development could suffer.
But Electricity can be plentiful with next-gen nuclear power, to the point where we leave the lights on, and only pay half a penny per KWH. The ARM CEO doesn't know the material science nor the nuclear physics to talk smart on this subject, which is why he should stay in his lane. If he does want to help fund this lane where Energy Potential gets turned into Power by nuclear science, by all means cross over, but talking about this lane as if it will hold back AI - is the textbook case of cutting off one's nose to spite their face, otherwise.
And maybe the ARM CEO should not drink water from the tap - can mess up your head.
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