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

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

From The Circuit by Ben Bajarin and Jay Goldberg

March 30, 2026 · 49 min · Episode 161

About this episode

The episode discusses ARM's strategic shift into product manufacturing and its implications for the CPU market and AI technology.

This episode explores ARM's strategic shift into product manufacturing, the implications for the CPU market, and the evolving landscape of AI and memory technology. Hosts Ben Bajarin and Jay Goldberg analyze ARM's new CPU launches, market positioning, and the future of AI models like Mythos, providing insights into the industry's next phase.

People in this episode

Hosts: Ben Bajarin, Jay Goldberg

Topics covered

  • ARM
  • CPU market
  • AI models
  • memory technology
  • product manufacturing

Keywords

  • ARM
  • CPU
  • AI models
  • Mythos
  • memory technology
  • product manufacturing

Mentioned in this episode

Organizations: ARM

Products: Mythos

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