Hello, everyone. Very, very happy to be here at Computex. This is a special time, I think, for Qualcomm, a special time for technology. And it's such an honor, I think, to be able to speak with you all here at Computex. So, thank you so much for being here. As I said, I think we are Qualcomm incredibly excited about the future. Are there some Qualcomm folks here in the room? All right. Thank you. Thank you so much. Before I start this presentation, this presentation is not about Qualcomm. It's not about Qualcomm. It's really at the end of the day, I think, you know, evolution of technology is really a combination of companies. Not one company is never responsible for everything. It's really about partnership. So, first thing I wanted to say a big thank you to all our Taiwan partners. First, all of our suppliers, all of our development partner, a special thank you to TSMC, which has been an incredible partner on this journey. So, thank you to our suppliers and our developers. And then, also a big thank you to the entire ecosystem and the partnerships and many of you, which are here today. Thank you so much. This is not about Qualcomm. This is all about you and an incredible ecosystem that is actually drives everything in technology with a wonderful partnership. Companies that are leaders in technology today, they are leaders because of those partnerships. So, thank you very much and thank you all for having me here as speaker to you.
Okay. We are incredibly excited because a lot of the things that we have been talking about it is really started to become real and it's very easy to see. I have one job today. One job today. And by the way, I won't talk about a data center. So, if you came here to hear about our data center project, I'll tell a little bit, but we'll talk about this at the end of the month. But I have one job today. I want you to understand how AI is going to evolve for all the devices because it's the new form of computing that is touching every single device. And if you walk out of this keynote today understanding what's going to happen to all the devices of the edge and how much we're excited about it, I have done my job. So, I'm going to do my best to tell you how this future is going to look like. It's very clear to us. We have conviction in what's going to happen and we're going to make it very concrete for you, but it's an incredibly exciting time for all of the computing technology and all the devices that we use every day and the ones we're going to use it. So, about 2 years ago, we talked about how AI will change the human-computer interface. And as a consequence, will change the architecture of all of our personal computing devices. And that is starting to become a reality in 2026. That's why we call it Qualcomm 2026 is the year of agents. And it's now how AI is really evolving and is going to get to incredible on a scale that is evolved from simply answering prompts and work as a tool that augments how we as humans work with our computers into something that can take action on their own. I'm going to give you some examples. I think what you see today in the screen. At home, you're going to have agents that's going to basically update everyone in your activity, in your schedule, all of the things that you need to do. At work will be with you and think about what are the projects that you need to do, what are the tasks that you need to do. It flags the decision and it's going to be working with you. And then in your personal life, will give you information that is relevant to you, all of the updates that you need, work with you on your schedule. Everything's going to be prioritized and it's going to be a little different. It's going to feel more autonomous. It's going to feel more personal. And it's going to feel like really a companion. And all of this is going to happen proactively across all of your devices. And if all that to be understood, we have to go back to a very basic element of this transition. We have been talking about this, right? Which is the phone today is at the center of your digital life. And I remember when I presented something similar like this when we talk about it at Snapdragon Summit. I actually talk about here at Computex. That the phone is at the center of a digital life and therefore everything is around the phone. It's the how we interact with the phone, with the OS and the applications, even the other wearable devices, they are around this phone ecosystem. But now this is different. Those agents become the center of your digital experience. So including the phone and the other devices, they now around the agent. It's not about an extension of the phone and in the digital ecosystem is no longer at the phone itself and the OS's and the applications. And what happened, those devices become end points for agents. And agents is not, they're not trapped. They're not attached to a single ecosystem. And everything that connects you with an agent becomes an end point for AI. And that's a very important change. Once you understand that change, you understand how the whole mobile industry is going to change. The things that we take for granted today are going to be different tomorrow. And there's one thing I can tell you coming from Qualcomm. I've been the company for 30 years. One thing is guaranteed, the mobile industry is not static. It changes all the time. So those end points for AI, I am going to talk about what is really the surface area. I'm going to remind you of what are the scale of those devices. There's about 6 billion phones today, 2 billion personal AI devices which is the evolution of wearables and that is exactly a small number when you think about those things as an end point of agents. 2 billion PCs, half a billion connected cars. And people will experience and interact with those agents on these devices. And as I said at the beginning, the role of this conversation today is help you understand the role of those devices at the edge for this next phase of AI. And we at Qualcomm we actually told you about those devices running AI before it was popular, but now it's very easy to see. So, once you understand the scale, one important message that I want to deliver to you is that today's device were not designed for those experiences. They're not. It will require a different kind of device when agentic AI becomes the number one AI function in our daily lives, especially for personal computing as we interact with those devices. All of those devices today, they have been built for actions initiated by the user, not by the agent. And I'll going to break that down for you. The agents are different. They operate at all the time. They carry context forward. They will orchestrate multiple tasks reliably and securely, but they are going to do that on your own, not necessarily with human intervention. That alone give you a glimpse how these devices are going to change and how the architecture of those devices are going to change. And when you think about that, the agent acts on intent. As you have now AI taking a role in the man-machine interface, you understand human intentions, will proactively understand the task that it needs to react with the human, will take a goal, will break it into several steps, will coordinate across systems, across data sets, your own data set that lives on the device, the data set that is unique to you on your personal graph, and the data set is going to be in the cloud. It plans, it executes, you verify, you will keep interacting it until the task is done. And that, by definition, changes the hardware with different kind of hardware to be able to do this because it's not just what is initiated by the user. The agent is going to be running on its own. It's also changed the operating system and changing the application. And I think that's the incredible opportunity that we have in computing across this entire surface area of devices, which are going to be upgraded for this age of AI. You need to be able to tightly integrate across all the compute domains. You have strict power and latency constraint. I cannot emphasize enough the importance of power. Think about your phone. If it is challenging to make your phone last all day with you operating it, what happens when you and the agent is operating it? That's an incredible engineering challenge for power and latency. Those devices needs to be able to support planning, reasoning, coordination across the system. And for that, you can start to understand how the compute is going to evolve. You need a very strong and power efficient CPU for the orchestration of tasks. I think the industry now understand importance of CPU for orchestration and where the orchestrator is going to run. You need very power efficient and high compute density of NPU and GPU to be able to run local models. One other thing that I'm going to do today is to show clearly how AI is going to be distributed across cloud and device. I almost feel that it's going to be so obvious that we're going to start talking about it. We're going to stop talking about cloud and edge because they're all going to be one system. And for that, you're going to need the computing power in those devices to do that on the NPU and in the GPU. You need to have sensor data. Context is super important. Without context, you can not have the agent to be useful and for you to be useful and be proactive. All of those things are going to be necessary as we think the next generation of devices for the agentic AI and an upgrade is truly coming. So, and it's not the same thing for every device. It is not. We know this at Qualcomm. In personal devices, that means all the intelligence very focused on sensors and context that matter to you, incredibly power efficient because you're going to carry, you are mobile by definition, you're going to carry with you, you need to have high-speed connectivity. In cars and robots, that means sustaining processing power on the most demanding condition and also independent of connectivity and cloud when you have to. And in the data center, inference will require incredible amount of scale, and I'll walk you through it when we think about the demand for tokens. And power efficiency is also going to matter there. I'm going to tell you something. For companies that have the benefit of being working in the mobile industry, the mobile industry for decades, you had a different growth rate of computing power and availability of energy. So, you have to come up with solutions that allow you to get all the computing power that you need with the available energy because the battery have to last all day and is limited in its size. That's also going to be true when you think about what's going to happen on the data center, but we'll tell you more about that at the end of the month. And that in itself is the Qualcomm advantage. Because we have been working with all of those devices at the edge, all of it. And especially the new Qualcomm that have the incredibly diversify, we are now have ability to build systems that are sub 2 mW from an earbud with micro power Wi-Fi that connect to an agent for personal AI audio device all the way to kilowatts of what's going to happen in the data center. And I think that is the incredible opportunity that we see for us and for our partners when all of those devices are going to change for this future of agentic AI. And for that, you need dedicated computing solution that scale all the way down to a sub mW device to a 2000 kilowatt. And that's an incredible opportunity, I think, that we have in front of us. Leading performance for what across smartphones, PC, automotive, computing, robots, and extending that to the data center, I think that's our mission, and that is the incredible opportunity. The last thing I'm going to tell you as we keep moving in the presentation. It is there is excitement about what's happening, especially on the PC side, that with all of those agentic AI. So, as we go down the presentation, I will come back to this. And I will come back to the phones, because I believe that what's going to happen on the phone is going to be a very good proxy of what could happen on PC and other devices. Behold their phone. So, I'm going to break this down for you across the different categories of devices. And I want to show you how those experiences are evolving. I want to make it less abstract and more concrete for you, because this is happening right now. So, I want to start with the devices that really powered by Snapdragon platforms. You will see agents now being deployed and starting to get scale across phones, PC, and this new category of personal AI devices. I would like you to watch a video. Let's run the video.
