Cristiano Amon
Coverage of Cristiano Amon in the Nexus archive.
- Qualcomm won’t be a big datacenter player anytime soon
Qualcomm predicts $15 billion in annual datacenter revenue by FY 2029 but acknowledges this will position it as a minor player compared to rivals like AMD, Intel, and Nvidia. The company faces declining revenue from Apple due to the iPhone maker's shift to in-house modems and is diversifying into automotive, IoT, and datacenter markets to offset losses.
- Qualcomm to raise prices during memory crunch as chipmaker issues light earnings guidance
Qualcomm is increasing prices amid a memory shortage and has provided light earnings guidance. The CEO, Cristiano Amon, stated that rising costs will lead to higher prices.
- Qualcomm’s big AI gamble: Breaking Nvidia’s chips stronghold
Qualcomm is challenging Nvidia's dominance in the AI chip market for data centers through new AI accelerators and CPUs. The company projects $15 billion in annual AI component sales by 2029 and plans to reduce reliance on smartphone chips by expanding into automotive tech, PC chips, and smart home devices. Qualcomm acquired Modular, an AI software company, to compete with Nvidia's CUDA platform.
- Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play
Qualcomm is reportedly in talks to acquire AI chip company Tenstorrent, a RISC-V-based firm, in a deal valued at $8 billion to $10 billion. The potential acquisition aligns with Qualcomm's datacenter ambitions and efforts to expand its RISC-V ecosystem, following its earlier purchase of Ventana Micro Systems. Tenstorrent's CEO, Jim Keller, is known for his work at AMD, Apple, and DEC.
- Qualcomm CEO says AI agents will replace apps — as chip giant works on 40 new AI-powered devices
Qualcomm CEO Cristiano Amon stated that AI agents will replace apps and the company is developing 40 new AI-powered devices. He expressed optimism about smart glasses becoming as significant as smartphones.
- 'Resistance is futile,' says Qualcomm CEO. AI agents will be become invisible, inescapable, follow you across devices
Qualcomm CEO Cristiano Amon envisions a future where AI agents replace phones as the central hub of digital life, operating across devices like smart glasses and earbuds. He highlights 6G networks enabling pervasive data tracking and digital twins of cities, while economic pressures drive distributed AI processing to reduce costs. Privacy concerns are noted as dependent on vendors' policies.