Semi Doped
ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks
52 min•27 mars 2026
Om avsnittet
In this episode, Austin and Vik analyze recent developments in GloFo patent lawsuits, the impact of TurboQuant on AI inference, and ARM's strategic move into silicon for agentic AI workloads.
Read Vik's substack: https://www.viksnewsletter.com
Read Austin's substack: https://www.chipstrat.com
Chapters
00:00 Patent Wars in Semiconductor Industry
07:14 Understanding TurboQuant and Its Implications
24:42 Innovations in Memory Management
28:00 The Rise of ARM AGI CPUs
32:56 Agentic AI and CPU Compatibility
39:54 Performance Metrics in Agentic AI
44:52 ARM's Market Timing and Challenges
Fler avsnitt
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