
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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