ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks
ARM AGI CPU has entered the chat, TurboQuant thrashes memory stocks  
Podcast: Semi Doped
Published On: Fri Mar 27 2026
Description: 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.comRead Austin's substack: https://www.chipstrat.comChapters00:00 Patent Wars in Semiconductor Industry07:14 Understanding TurboQuant and Its Implications24:42 Innovations in Memory Management28:00 The Rise of ARM AGI CPUs32:56 Agentic AI and CPU Compatibility39:54 Performance Metrics in Agentic AI44:52 ARM's Market Timing and Challenges