Qualcomm boss sets out agentic AI ambitions - Mobile World Live

At the 2026 Computex conference in Taiwan, Qualcomm CEO Cristiano Amon outlined the company's strategic vision for the next phase of artificial intelligence (AI), emphasizing that 'agentic AI' will be... Read original →

Qualcomm’s pivot to agentic AI is a strategic bid to reclaim compute sovereignty at the edge. Technically, its heterogeneous CPU-GPU-NPU architecture will catalyze upgrades across EDA, advanced packaging, and in-memory computing—accelerating RISC-V adoption in ultra-low-power devices. Compliance-wise, Dragonfly data center chips built on TSMC’s sub-4nm nodes risk entanglement in U.S. export controls targeting China, forcing urgent dual-sourcing in India or Vietnam. Competitively, NVIDIA may counter with Grace CPUs and AI Enterprise software to fortify cloud-edge synergy, while MediaTek could leverage 6G standardization to bundle Arm Neoverse IP for mid-tier AIoT dominance. Within 18 months, agentic AI will render smartphones mere sensor hubs, elevating AR wearables and automotive systems as primary interfaces. If Qualcomm anchors O-RAN through 6G-native AI networks, it can erect a distributed intelligence moat resilient to U.S.-China tech decoupling.