#280 – Cristiano Amon: Qualcomm CEO
Cristiano Amon is the CEO of Qualcomm, world-leader in 5G wireless communication and computation systems inside premium ...
Chief Executive Officer, President & Director, Qualcomm
Search every verified Cristiano Amon interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Cristiano Amon has been promoting Qualcomm's expansion beyond mobile chips into data centers, automotive, and other sectors, with a focus on agentic AI. In June 2026, at Computex in Taipei, he described 2026 as "the year of agents" and argued that AI agents will shift the center of a user's digital experience from the smartphone to the agent itself, which will operate across multiple devices. He introduced Dragonfly as a new brand for Qualcomm's data center products and projected $5 billion in data center revenue for fiscal 2027, rising to $15 billion by fiscal 2029, citing customer engagements and the acquisition of Alphawave. Amon also announced a partnership with Meta to use Qualcomm's new CPU and the acquisition of AI startup Modular, which he said could create an "Android type moment" in the industry by offering an open software stack. Amon has stated that the demand for AI tokens is "astronomical" and that the existing computing infrastructure needs a major upgrade. He has emphasized that Qualcomm's technology is differentiated by power efficiency, a design philosophy rooted in battery-powered devices, and a new accelerator that does not require expensive HBM memory. In a conversation with Microsoft CEO Satya Nadella at Microsoft Build 2026, Amon discussed how agentic AI is changing device architecture and called for an open, horizontal platform to enable agents to work across different devices. He has also said that smart glasses could become as large a market as smartphones, with Qualcomm already shipping "multiple tens of millions" per year.
“When I meet with regulators across the globe, I tell them resistance is futile. Allocate every spectrum to wireless. Every spectrum needs to be allocated to wireless.”
“The first thing that caused it really is the acceleration of digital transformation of pretty much everything in every industry. Every industry has been digitally transformed and as such the amount of semiconductors that are required is much larger.”
“18 months ago, we set a target of $22 billion in non-handset revenue. We are revising the target. Our fiscal 2029 revenue target is now $40 billion.”
“Data center will add a meaningful new vector of growth. We'll build the platform, we have the market scale, and we're executing on all the technology trends. Agentic AI at scale will drive an upgrade cycle on and across edge devices. As you have every single endpoint become an endpoint for agents, and you have an indus...”
“There's a headline that said this is not your father's Qualcomm anymore. And I think that's kind of the story of the company. The company has been and we don't apologize for it, it's still an important business of Qualcomm, I think mobile — mobile is important. We're working now on 6G. I think we're actually the only c...”
“The demand for tokens is now astronomical and that is driving massive amount of demand in the data center and that's why you see this kind of spending. There's a lot of questions about is this sustainable or not sustainable. It's hard to answer with precision but I can tell you about the bigger picture. Back in 2000, a...”
“The data center is now moving to a disaggregated. That's why you see CPU companies on the rise. You see demand on the rise in the data centers. Being disaggregated is not one single GPU that does everything. You have different hardware, and we're coming out with a comprehensive portfolio. We have a CPU, we have a new m...”
“Those are fast moving markets now changing with technology. So where we really focus is not what the data center is doing today, but what the data center is going to be doing tomorrow.”
“It's a high confidence number that we have based on customer engagements. We have right now, most of the revenue is from customer engagement that expanded since the acquisition of Alpha Wave. And we're excited to see that revenue going to about 15 billion in fiscal 29.”
“There could be upside, but we just, you know, being focus on the engagements we have today. We have a very unique CPU. If you look at some of the metrics we provided, and I think we have a track record to have a good CPU. The second part of the question, I will never bet against Meta.”
“Never too late for Qualcomm. I think because this is a market that moves very very fast. So if you have technology leadership, there's always room for you. And I think that's how we think it. People cannot like the company about many different things. But I I never heard anybody that say Qualcomm does not have a solid...”
“The token economics will make distributed inference inevitable. We're excited about the growth in the cloud. That's what create opportunity for us to enter in the disagregate and that will continue. We're just at the beginning of that, but everything will become, you know, an AI computer. And I think that is going to f...”
“I actually think we may have an Android type moment in the industry right now. And I think that's what we're trying to do with MODULE.”
“What's going to happen? Your phone is going to have dual personas. Your phone will continue to be your phone. Phone's not going to go anywhere. You're going to get your phone when you pull up your phone of your pocket. You're going to go to your apps and you're going to do those things. But the phone also is going to h...”
“We are coming today in the present time into a world that the absolute center of our digital life is our smartphone. Our most inseparable device. Everything is around the smartphone. Like the smartphone is like the sun. Every planet is around the smartphone. There's a big change now in the future and is a very near fut...”
Cristiano Amon is the CEO of Qualcomm, world-leader in 5G wireless communication and computation systems inside premium ...
On June 24, 2026, Qualcomm executives shared the company’s vision for its next chapter as a leading data center company, with expanding edge to cloud capabilities at Qualcomm Investor Day in New York City. Led by President and CEO Cristiano Amon, the event outlined how Qualcomm is evolving to lead in the era of agentic AI, expanding into a full-stack computing platform across edge, cloud, and data center, anchored by the introduction of Qualcomm Dragonfly, the company’s new data center solutions brand. Also announced was the doubling of the company’s revenue outlook for QCT non-handset reven…
Qualcomm CEO and President Cristiano Amon discusses the company's diversification beyond mobile chips, its entry into data centers, the demand for AI spending, outlook on agentic AI and more on 'Mornings with Maria.' 00:00 - Qualcomm’s transition beyond mobile 01:10 - Entering the data center market with Dragonfly C1000 02:08 - Competing with Nvidia and industry leaders 03:30 - Breaking down the $100B revenue target 05:07 - The future of agentic AI and smart glasses 08:40 - Addressing AI security and digital safeguards 11:53 - The $3.9B acquisition of Modular 14:15 - Automotive growth and the…
Qualcomm says its expansion into chips for data centers will produce “billions” in revenue in the fiscal year that begins in October, ...
Qualcomm CEO Cristiano Amon says the projected $5B in data center revenue is a high confidence forecast and that the data center environment is different now from the one Qualcomm exited almost a decade ago. He spoke with Bloomberg's Romaine Bostick and Ed Ludlow. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X: / bloombergradio Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bloomberg Surveillance: http://bit.ly/3OPtReI Bloomberg Intelligence: http://bit.…
Qualcomm invites you to join us for Investor Day 2026, live from New York on June 24th, 2026 at 2:15 PM ET. Qualcomm executives will outline the next phase of the company’s growth and diversification strategy amid the rapid evolution of AI followed by a live Q&A. Tune in to hear President and CEO Cristiano Amon discuss how Qualcomm is capitalizing on major platform shifts in AI that create opportunities across gigawatt‑scale data centers, the rapid development of industrial AI and physical AI, personal AI for agentic workloads, and 6G as the next generation of wireless. Disclaimer and Cauti…
Qualcomm CEO Cristiano Amon joins 'Closing Bell' to discuss Qualcomm's acquisition of Modular, the next generation of data ...
Qualcomm CEO Cristiano Amon says artificial intelligence is set to change the way people use smartphones, even if the devices ...
Satya Nadella talks with Qualcomm President and CEO Cristiano Amon at Microsoft Build 2026.
At #COMPUTEX2026, Qualcomm President and CEO Cristiano Amon outlines outlining how agentic AI is transforming devices, computing architecture, and user experiences, while introducing Qualcomm Dragonfly, the company’s new data center product brand spanning the compute continuum. • Why 2026 marks “the year of agents” and what that means for computing • How AI agents are becoming the center of the digital experience • What it takes to power agentic AI across phones, PCs, cars, and more • How the compute continuum, from edge to cloud, enables scalable, efficient AI For more from COMPUTEX 2026,…
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