{"id":8018,"date":"2026-08-24T05:52:29","date_gmt":"2026-08-24T05:52:29","guid":{"rendered":"https:\/\/www.tantraanalyst.com\/ta\/?page_id=8018"},"modified":"2026-08-24T07:11:48","modified_gmt":"2026-08-24T07:11:48","slug":"tantras-mantra-podcast-episode-74","status":"publish","type":"page","link":"https:\/\/www.tantraanalyst.com\/ta\/podcast\/tantras-mantra-podcast-episode-74\/","title":{"rendered":"Tantra’s Mantra Podcast – Episode 74"},"content":{"rendered":"

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Episode 74:<\/strong><\/span><\/h6>\n

Samsung Galaxy Z Fold8 Ultra Review, with SmartTech Research<\/span><\/a><\/h1>\n
Date: Aug 23, 2026<\/span><\/h6>\n
Samsung announced its latest Galaxy Z Fold8 series phones during its Unpacked event on July 22, 2026. This announcement was even more crucial as Samsung seeks to maintain its lead in the form factor it pioneered, with Apple expected to introduce its own foldable device soon.<\/h6>\n
In this episode, fellow analyst Mark Vena of SmartTech Research and I review the Galaxy Z Fold8 Ultra, exchange experiences and views about the device, how it further enhances the foldable experience compared to Z Fold7, in terms of battery life, brightness, less noticeable crease, and other features, market potential for the new, wider form factor Z Fold8, overall opportunity for the foldable market. We also delve into how the Apple foldable iPhone will affect the market.<\/h6>\n

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

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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

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\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

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[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:\/\/www.youtube.com\/watch?v=akJ39Eep2ic” 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 74: Samsung Galaxy Z Fold8 Ultra Review, with SmartTech Research Date: Aug 23, 2026 Samsung announced its latest Galaxy Z Fold8 series phones […]<\/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-8018","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