We're entering a 'new phase' or AI, Qualcomm CEO says - Fox Business

Qualcomm CEO Cristiano Amon outlines the company's strategic expansion beyond traditional mobile chips into data centers, automotive, and robotics markets during his interview with Fox Business. The d... Read original →

Qualcomm’s strategic leap from mobile SoCs to AI data center CPUs will reshape the edge-to-cloud computing stack. Its acquisition of Modular isn’t just about compiler tech—it’s a bid to unify NPUs in smartphones with server-class AI accelerators under one ecosystem. This pressures NVIDIA and AMD to open their software stacks further to retain developers, while Intel may double down on integrating Gaudi tightly with x86. Geopolitically, tightening U.S. export controls on advanced AI chips mean Qualcomm’s sub-7nm AI CPUs—likely fabricated in Taiwan, China—will face steep compliance overhead within 12 months. Over the next 18 months, we’ll see a ‘decentralized AI’ wave led by device makers: phones, cars, and robots become inference endpoints, eroding data centers’ dominance. Qualcomm is betting on this structural shift—but success hinges on delivering a CUDA-rivaling developer experience on ARM.