Column/Blog
September 9, 2026

Arm Refreshes for Agentic AI

As with all things AI, the world of semiconductors has seen its rate of change increase dramatically over the last year or so. Big traditional players have been inspired to make meaningful advances to their roadmaps, driven in part by a surprisingly large number of smaller startups and new custom silicon entrances from other large tech companies. Most of these efforts have been driven by the sudden transition to agentic AI workloads and the new types of demands placed on computing devices—both on the edge and in the datacenter. Not surprisingly, Arm just announced a series of agentic AI-focused enhancements to its range of IP offerings at its Arm Everywhere event in China. The news encompasses mobile devices, physical AI and robotics, and AI infrastructure for the cloud and enterprise environments. Unlike many others, however, Arm’s technology is a critical enabler for many other companies’ efforts as well. As a result, the impact of the changes that Arm announced has a significantly larger effect than those of other individual companies.

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Column/Blog
August 18, 2026

How Tokenomics Might Save AI PCs

There are some interesting things happening in the PC market these days and, more importantly, the potential for even more impactful changes over the next year or so. At a high level, of course, overall PC shipments have been predicted to and indeed are starting to decline on a unit basis. Driven primarily by the huge increases in memory and storage costs, the average selling prices for PCs have gone up significantly over the last year and that has dampened overall demand, particularly for the cost-sensitive consumer and other low-end PC segments. Despite this, however, the major PC makers—notably, Dell, HP and Lenovo—have all reported higher overall PC revenues and are expecting PC revenues to be up for 2026. The reason is that demand for higher-end, more capable PCs continues to be strong and the greater revenues that these much more expensive PCs are generating is more than offsetting the revenue losses from lower-priced models. That, in itself, is both interesting and surprising. However, I believe we could be on the precipice of an even larger shift: a significant increase in demand for AI-capable PCs.

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