Hardware Podcasts

Memory Pricing Pressures, Meta's Muse AI, and the Agentic CPU Crunch

The Circuit · 28 Sept 2026 · 50m · Episode 187

What this episode covers

Ben Bajarin and Jay Goldberg discuss the semiconductor memory market, noting that Chinese providers YMTC and CXMT are ramping capacity and improving yields, which may offer pricing relief to OEMs squeezed by data center demand. They analyze Meta's new 'Muse' AI assistant as a potential catalyst for mainstream adoption by bridging the user skill gap through proactive orchestration, while also highlighting the massive, unforeseen surge in CPU demand required to power these continuous 'agentic' workloads. Finally, they unpack Anthropic's $11 billion equity-exchange partnership with Akamai, highlighting its implications for distributed edge inference and the critical need for CPU infrastructure.

Most relevant to

large enterprises

Topics

Mentioned

Companies
YMTC, CXMT, Meta, Anthropic, Akamai, Linode, Apple, Samsung, SK Hynix, Micron, OpenAI, Cloudflare
Products
Muse, Claude

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