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Arm co-founder Hermann Hauser’s AI warning: The revolution is real, but so is the bubble risk

Friday, August 14, 2026


Hermann Hauser, co-founder of chip designer Arm Holdings, stated that artificial intelligence represents a genuine technological shift while cautioning that market valuations in the sector carry bubble risk. Hauser made the comments in an appearance on CNBC's The Tech Download podcast. He did not specify which AI companies or valuations he considered overpriced.

Original reporting: https://www.cnbc.com/2026/08/14/arm-ai-bubble-hermann-hauser-the-tech-download.html

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