{"id":8003,"date":"2026-08-18T09:15:17","date_gmt":"2026-08-18T09:15:17","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?page_id=8003"},"modified":"2026-08-24T07:27:55","modified_gmt":"2026-08-24T07:27:55","slug":"tantras-mantra-podcast-episode-73","status":"publish","type":"page","link":"https:\/\/www.tantraanalyst.com\/ta\/podcast\/tantras-mantra-podcast-episode-73\/","title":{"rendered":"Tantra’s Mantra Podcast – Episode 73"},"content":{"rendered":"

[vc_row fullwidth=”yes” css=”.vc_custom_1655705755086{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_row_inner css=”.vc_custom_1656333669175{padding-right: 110px !important;padding-left: 110px !important;background-image: url(https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2022\/06\/Podcast_Background_02_TantraAnalyst-1.jpg?id=4022) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column_inner width=”1\/2″][vc_empty_space height=”20px”][vc_video link=”https:\/\/youtu.be\/fyOgxlYhQfs?si=ZGLW26AOncwILurF” align=”center” css=”{“margin-bottom“:“35px“}”][vc_empty_space height=”20px”][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_empty_space height=”20px”][vc_column_text css=”{“margin-bottom“:“35px“}”]<\/p>\n

Episode 73:<\/strong><\/span><\/h6>\n

Arm EVP on AGI CPU – Conception, Opportunity & Ecosystem Impact<\/span><\/a><\/h1>\n
Date: Aug 17, 2026<\/span><\/h6>\n
In the high-stakes AI infra market, GPUs were all the rage till Arm announced its AGI CPU and showed the world the importance of CPUs in the agentic AI world. Arm scored a masterstroke by targeting a high-value, unaddressed niche in the market without stepping on the toes of its large, long-time, loyal IP licensee ecosystem with its first chip.<\/span><\/h6>\n
In this episode, I talk to Mohamed Awad, EVP of Arm AI infrastructure BU, and the man behind AGI CPU, about the drivers, large and quickly growing opportunity, how the chip is designed for Agentic AI, the competitive landscape against X86 players, differentiation against hyperscalers with their own Arm CPUs, and most importantly, how it is allying the fear of its expansive licensee ecosystem worried about their licensor becoming a possible competitor. We also delve into the evolution of the AGI CPU, the interplay between Arm\u2019s IP (cores), subsystems, and the AGI CPU roadmap, and whether this \u201cproduct\u201d strategy is limited to the AI CPU market or can extend to other markets as well.<\/span><\/h6>\n

[\/vc_column_text][vc_empty_space height=”20px”][\/vc_column_inner][\/vc_row_inner][vc_row_inner][vc_column_inner width=”1\/3″][vc_empty_space height=”50″][vc_column_text]<\/p>\n

Listen & Subscribe On<\/strong><\/h2>\n

[\/vc_column_text][\/vc_column_inner][vc_column_inner width=”2\/3″][vc_column_text]<\/p>\n

\n \n
\n\n
\n\n \n \n
\n\n
\n \n \n\n \"Youtube\"\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n \n
\n\n
\n \n \n\n \"amazon\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n \n
\n\n
\n \n \n\n \"IOS\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n \n
\n\n
\n \n \n\n \"Spotify_Podcast\"\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n \n
\n\n
\n \n \n\n \"Pandora\"\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n \n
\n\n
\n \n \n\n \"TuneIn\"\n \n <\/a>\n\n <\/div>\n\n<\/div>\n\n \n <\/div>\n <\/div>\n\n <\/strong><\/h2>\n

[\/vc_column_text][\/vc_column_inner][\/vc_row_inner][vc_empty_space height=”20px”][\/vc_column][\/vc_row][vc_row][vc_column width=”1\/3″][vc_btn title=”Previous Episode” color=”primary” size=”lg” align=”center” i_icon_fontawesome=”fa fa-solid fa-angles-left” css=”{“margin-bottom“:“22px“}” add_icon=”true” link=”url:https%3A%2F%2Fwww.tantraanalyst.com%2Fta%2Fpodcast%2Ftantras-mantra-podcast-episode-72%2F|title:Tantra%E2%80%99s%20Mantra%20Podcast%20%E2%80%93%20Episode%2072|target:_blank”][\/vc_column][vc_column width=”1\/3″][vc_btn title=”All Episodes” color=”primary” size=”lg” align=”center” i_icon_fontawesome=”fas fa-microphone-alt” add_icon=”true” link=”url:https%3A%2F%2Fwww.tantraanalyst.com%2Fta%2Fpodcast%2F|target:_blank”][\/vc_column][vc_column width=”1\/3″][vc_btn title=”Next Episode” color=”primary” size=”lg” align=”center” i_icon_fontawesome=”fa fa-solid fa-angles-right” css=”{“margin-bottom“:“22px“}” add_icon=”true” link=”url:https%3A%2F%2Fwww.tantraanalyst.com%2Fta%2Fpodcast%2Ftantras-mantra-podcast-episode-74%2F|title:Tantra%E2%80%99s%20Mantra%20Podcast%20%E2%80%93%20Episode%2074|target:_blank”][\/vc_column][\/vc_row][vc_row][vc_column][vc_empty_space height=”20px”][vc_separator color=”sky” style=”shadow” el_width=”30″][vc_custom_heading text=”Index” font_container=”tag:h2|font_size:26|text_align:center” use_theme_fonts=”yes”][vc_empty_space height=”20px”][vc_separator color=”sky” style=”shadow” el_width=”30″][vc_column_text css=”{“margin-bottom“:“35px“}”]<\/p>\n

00:00 – Intro<\/span><\/h6>\n
03:18 – 02:40 – Guest intro (Mohamed Awad, EVP, Cloud AI Business Unit at Arm)<\/span><\/h6>\n
04:02 – Internal and external drivers behind Arm’s decision to move from IP #licensing business to products – Meeting customers where they are<\/span><\/h6>\n
05:55 – Specific design choices made to build AGI CPU for Agentic AI – #Performance, #Efficiency, #Scalability<\/span><\/h6>\n
08:36 – Customization vs off-the-shelf – Democratizing off-the-shelf high-performance<\/span><\/h6>\n
13:05 – Focus of AGI CPU market: Hyperscalers w\/o custom silicon (e.g. Meta Oracle ), #Neoclouds, moving from Arm in the #cloud to #onprem (e.g. @SAP), #X86 replacement (e.g. F5)<\/span><\/h6>\n
16:50 – AGI CPU fully built on Arm IP availability to licensees, no system or secret sauce. Licensees can develop AGI #CPU clones, if they like<\/span><\/h6>\n
21:00 – Can Hyperscalers using Arm IP for custom silicon learn from AGI CPU?<\/span><\/h6>\n
23:00 – Organizational challenges of changing from IP licensing business to product business (Fab and Memory supply constraints) – Same partners but from different relationship<\/span><\/h6>\n
26:03 – Contributing AGI CPU innovation back to #OCP (Open Compute Project) ecosystem<\/span><\/h6>\n
28:10 – Evolution of AGI CPU – Maximizing memory and I\/O bandwidth per core to maximize CPU utilization; Equal access to Arm IP innovations for AGI CPU team and licensee<\/span><\/h6>\n
30:32 – Is making own silicon limited to the #AI infra market, or will it extend to others? – Meeting customers wherever they want (i.e., if market opportunity presents itself)<\/span><\/h6>\n
31:20 – Benefits of AGi CPU to the Arm ecosystem: 1)Hyperscalers both with custom silicon (Amazon Web Services (AWS), Google, Microsoft, NVIDIA ) and without; 2) Players such as Broadcom, Marvell Technology who help them; 3) Arm IP licensees<\/span><\/h6>\n
34:45 – Interesting landscape of AI infra CPU – X86 duopoly (Intel and @AMD) vs. wide variety of Arm ecosystem<\/span><\/h6>\n
37:49 – Dynamics of roadmap between IP, Compute Subsystem, and AGI CPU<\/span><\/h6>\n
39:25 – What does the success of Arm’s new pivot to making products look in the short and long term<\/span><\/h6>\n
41:18 – Closing<\/span><\/h6>\n

[\/vc_column_text][vc_separator color=”blue” style=”shadow” border_width=”2″ el_width=”50″][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n

\u00a0If you want to read more articles like this and get an up-to-date analysis of the latest mobile and tech industry news, sign-up for our monthly newsletter at\u00a0TantraAnalyst.com\/Newsletter<\/span><\/a>, or Read our Tantra Analyst Insights Articles<\/a>.<\/span><\/span><\/h6>\n

[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

[vc_row fullwidth=”yes” css=”.vc_custom_1655705755086{background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column][vc_row_inner css=”.vc_custom_1656333669175{padding-right: 110px !important;padding-left: 110px !important;background-image: url(https:\/\/www.tantraanalyst.com\/ta\/wp-content\/uploads\/2022\/06\/Podcast_Background_02_TantraAnalyst-1.jpg?id=4022) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column_inner width=”1\/2″][vc_empty_space height=”20px”][vc_video link=”https:\/\/youtu.be\/fyOgxlYhQfs?si=ZGLW26AOncwILurF” align=”center” css=”{“margin-bottom“:“35px“}”][vc_empty_space height=”20px”][\/vc_column_inner][vc_column_inner width=”1\/2″][vc_empty_space height=”20px”][vc_column_text css=”{“margin-bottom“:“35px“}”] Episode 73: Arm EVP on AGI CPU – Conception, Opportunity & Ecosystem Impact Date: Aug 17, 2026 In the high-stakes AI infra market, GPUs […]<\/p>\n","protected":false},"author":1,"featured_media":6577,"parent":2304,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-templates\/template-fullwidth.php","meta":{"footnotes":""},"class_list":["post-8003","page","type-page","status-publish","has-post-thumbnail","hentry"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t