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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-03-30
- Length: 48m
- Episode: 161
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models
- Listen: https://share.transistor.fm/s/9ea4439d

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=5) ARM's Strategic Shift to Merchant Silicon
- [2:40](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=160) The AGI CPU and Agent-Native Workloads
- [7:16](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=436) Competition with NVIDIA and x86
- [12:47](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=767) ARM's Roadmap and TAM Confusion
- [19:41](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=1181) Partner Alignment and Customer Reactions
- [26:09](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=1569) Financial Guidance and Stock Reaction
- [29:11](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=1751) Memory Market Volatility and TurboQuant
- [37:33](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=2253) Anthropic's Mythos Model and AI Landscape
- [44:31](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-30-ep-158-arm-2-0-memory-freak-out-and-ai-models#t=2671) Tracking AI ROI and Future Predictions

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [AI & machine learning](https://hardwarepodcasts.com/topic/ai-and-machine-learning)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Growth, exits & acquisitions](https://hardwarepodcasts.com/topic/growth-exits-and-acquisitions)

## Most relevant to

large enterprises

## Mentioned

- ARM (company)
- NVIDIA (company)
- Meta (company)
- OpenAI (company)
- Google (company)
- Anthropic (company)
- AMD (company)
- Intel (company)
- Qualcomm (company)
- Broadcom (company)
- Micron (company)
- AGI CPU (product)
- TurboQuant (product)
- Mythos (product)
- Claude (product)
- ChatGPT (product)
- H100 (chip)
- TPU (chip)
- Graviton (product)
- Vera CPU (product)

## Related episodes from other shows

- [CEO Interview: Mike Henry of Mythic | The Biggest Chip Deal Ever | Do Androids Dream of Electric Smartphones?](https://hardwarepodcasts.com/podcast/ee-times-current/2020-09-18-ceo-interview-mike-henry-of-mythic-the-biggest-chip-deal-ever-do-androids-dream) (EE Times Current)
- [Intel CPU |5G Fixed Wireless | AI Silicon Race | SMIC Rift](https://hardwarepodcasts.com/podcast/ee-times-current/2019-03-29-intel-cpu-5g-fixed-wireless-ai-silicon-race-smic-rift) (EE Times Current)
- [Inside the emerging frontier of models, machines and manufacturing hell.](https://hardwarepodcasts.com/podcast/built-2-scale/2025-12-11-inside-the-emerging-frontier-of-models-machines-and-manufacturing-hell) (Built 2 Scale)
- [Mercedes Hands Its Keys to Nvidia | Arm’s Monday | GIF You’re Happy and You Know It](https://hardwarepodcasts.com/podcast/ee-times-current/2020-06-26-mercedes-hands-its-keys-to-nvidia-arms-monday-gif-youre-happy-and-you-know-it) (EE Times Current)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)

## Citing this page

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