Hardware Podcasts

EP 158: Arm 2.0, Memory Freak Out, and AI Models

The Circuit · 30 Mar 2026 · 48m · Episode 161

What this episode covers

Hosts Ben Bajarin and Jay Goldberg analyze ARM's strategic shift from a pure IP licensor to a merchant silicon vendor with the launch of its AGI CPU, designed for agent-native workloads. They discuss the market implications for competitors like NVIDIA, AMD, and Intel, as well as the reactions of key customers like Meta and OpenAI. The hosts also cover a recent volatility in memory stocks triggered by Google's TurboQuant announcement and speculate on Anthropic's rumored 'Mythos' model and the future of AI ROI.

Most relevant to

large enterprises

Topics

Mentioned

Companies
ARM, NVIDIA, Meta, OpenAI, Google, Anthropic, AMD, Intel, Qualcomm, Broadcom, Micron
Products
AGI CPU, TurboQuant, Mythos, Claude, ChatGPT, Graviton, Vera CPU
Chips
H100, TPU

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