The Circuit

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

March 30, 2026·48 min
Episode Description from the Publisher

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.

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