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The Circuit

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

49 min•30 mars 2026

Om avsnittet

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.

Fler avsnitt

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Ep 191: Agents Gone Wild: Broadcom’s ASICs and the AI Frontier

EP 190: NVIDIA and Marvell Earnings, Hot Chips Hot Takes

EP 189: Analyzing ADI Earnings, Custom Silicon Shifts, and Semiconductor Debt

EP 188: The Wild West of Optical, Cisco's AI Hack, and Is Compute an Investable Asset

EP 187: Inside the Future of Memory Summit & AMD’s "Boring" Bullishness

EP 186: Mobile Bottlenecks, Skyrocketing AI CapEx, and the Compute Crunch

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The Circuit med Ben Bajarin and Jay Goldberg finns tillgänglig på flera plattformar. Informationen på denna sida kommer från offentliga podd-flöden.