Qualcomm CEO: AI Firms 'Starting to Do Phones' — SkimNews
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- Cristiano Amon said AI companies are "starting to do phones" and have asked Qualcomm to support running 100B-parameter local LLMs continuously by 2028
- The Qualcomm CEO also weighed in on China vs. US AI sentiment and how AI is reshaping smartphones and wearables
Why it matters: AI labs moving into phone hardware creates a new demand category for Qualcomm beyond its traditional smartphone-OEM customer base. A 100B-parameter continuous on-device workload by 2028 is a concrete hardware target driven by the AI side, not a Qualcomm aspiration alone.
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