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Qualcomm CEO reveals AI companies want phones running 100-billion-parameter models continuously by 2028--and confirms some are building phones Cristiano Amon: “I have to be careful not to disclose names, but some AI companies—some of the companies at the forefront of AI—are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.’” Alex Heath: “So you’re saying there are AI companies that are talking about—” Cristiano Amon: “Well, AI companies are starting to do phones.”
Qualcomm’s CEO on the coming AI phone supercycle @cristianoamon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G. We discuss why he thinks phones aren’t going away, how agents will use our personal context,
