"Qualcomm is already working on a data center CPU and high-performance AI inference accelerators, having gained the ability to create custom ASICs by acquiring Alphawave."
"Amon emphasized that AI kicked off with GPUs for training, but the market is now entering a new phase where generating demand for tokens is crucial for powering agentic AI."
"We see interesting associations now starting to form between smartphones and AI companies, which is changing the nature of designs and moving towards products that have much more capable CPU."
Qualcomm is developing custom hyperscale silicon, including data center CPUs and AI inference accelerators, following its acquisition of Alphawave. CEO Cristiano Amon announced plans to ship products in the December quarter and mentioned a dedicated CPU for agentic experiences. He emphasized the importance of CPUs in the evolving AI landscape, particularly for generating demand for tokens. Qualcomm is also exploring the concept of agentic smartphones, which integrate AI capabilities and require more advanced CPU designs, reflecting changing dynamics in smartphone technology.
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