Qualcomm, having left the datacenter market in 2018, is making a comeback with a promise of unique and disruptive products tailored for AI environments. CEO Cristiano Amon hinted at their new developments, especially involving CPUs influenced by the acquisition of Nuvia. His keynote not only touched on the future of datacenter technology but also highlighted advances in AI PCs, particularly the significance of native apps for Snapdragon processors, and their impact on business productivity and consumer usage with agentic AI applications.
Amon said when asked why Qualcomm would return: "If we had something unique and disruptive, there is room for Qualcomm. And I think that is exactly the approach we are taking for the datacenter."
"CPU becomes very important and especially how we think about clusters of inference that is about high performance at very low power."
The bulk of Amon's speech focused on AI PCs... he welcomed the imminent debut of a Snapdragon-native version of hit game Fortnite.
His answer was that agentic AI applications will spur uptake by business and consumers alike, and cited examples such as an AI-infused app helping a factory manager.
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