Arm CEO Haas voices growing confidence in $2B AGI CPU revenue target

Arm Holdings CEO Rene Haas told CNBC's Jim Cramer that his confidence in reaching $2 billion in revenue for the company's new AGI CPU has increased since the July earnings call. Arm first flagged $2 billion in demand visibility in May, double its earlier $1 billion estimate, but had held off raising guidance while working to secure sufficient manufacturing capacity.