{"id":5916,"date":"2026-05-09T11:21:20","date_gmt":"2026-05-09T11:21:20","guid":{"rendered":"https:\/\/stock999.top\/?p=5916"},"modified":"2026-05-09T11:21:20","modified_gmt":"2026-05-09T11:21:20","slug":"qualcomms-ceo-is-working-with-pretty-much-all-major-ai-players-on-top-secret-devices","status":"publish","type":"post","link":"https:\/\/stock999.top\/?p=5916","title":{"rendered":"Qualcomm\u2019s CEO is working with \u2018pretty much all\u2019 major AI players on top-secret devices"},"content":{"rendered":"

<\/p>\n

Cristiano Amon won\u2019t tell you what\u2019s coming, but he\u2019ll tell you who\u2019s building it.<\/p>\n

\u201cThere are some secret form factors that I cannot tell you about,\u201d the Qualcomm CEO said in an interview with Fortune Editor in Chief Alyson Shontell on the Titans and Disruptors of Industry podcast.\u00a0\u201cBut I think we\u2019re working with pretty much all of them.\u201d<\/p>\n

\u201cPretty much all of them,\u201d in this case, means the AI companies racing to build the device that replaces the smartphone. OpenAI, Meta, and others that Amon declined to name in an interview from the company\u2019s San Diego headquarters. This device won\u2019t be something you can hold; it\u2019ll be \u201cthings you wear\u201d: glasses, jewelry, pins, pendants. And it\u2019ll center on the idea that the center of digital life will no longer be a phone but an autonomous agent.<\/p>\n

The interview was recorded before TF International Securities analyst Ming-Chi Kuo reported in late April that Qualcomm and MediaTek are jointly designing a custom chip for an OpenAI smartphone, with Luxshare manufacturing it. Kuo projected mass production in 2028 and shipments of 300 to 400 million units annually, a number that would put OpenAI in iPhone territory for hardware scaling. Qualcomm shares jumped as much as 13% following the report, though neither company confirmed it.\u00a0<\/p>\n

One problem with that initial report: a smartphone doesn\u2019t track with what Amon said about non-phone hardware. And a more recent Kuo note, dated May 5, says the phone chip may now go to MediaTek alone, with mass production fast-tracked to early 2027.\u00a0<\/p>\n

Whatever happens to Qualcomm\u2019s spot on that specific device, Amon\u2019s framing is bigger than any one chip: Qualcomm will provide the silicon underneath AI\u2019s push into consumer hardware, period.<\/p>\n

The \u201cecosystem of you\u201d<\/p>\n

Amon\u2019s pitch is that the smartphone-centric world Qualcomm helped build is coming to an end. In its place, he describes what he calls the \u201cecosystem of you\u201d: glasses with cameras pointed at whatever you\u2019re pointing at, earbuds that hear perfectly what you hear, and an agent that ties them together and operates across all of them.<\/p>\n

\u201cIf AI understands what we say, what we hear, what we see\u2014glasses are very close to your eyes, your ears, your mouth,\u201d he said. \u201cAll of this information is going to be very important context for agents to do things for you.\u201d<\/p>\n

The concept of a \u201cdigital twin\u201d might sound dystopian. But the use cases he described are mostly low-friction errands: for example, if you\u2019re looking at a restaurant bill, the agent pays it. Looking at a product, the agent prices it. A meeting pops up, and the agent calls the doctor\u2019s office to reschedule.\u00a0<\/p>\n

This year is the year of the agents, Amon said, in the sense that everyone is playing with giving artificial machines some autonomy over their lives. This year, the devices will be on the market. But by 2027, 2028, Amon claimed, they\u2019ll be unavoidable; \u201cit\u2019s going to be very, very natural.\u201d<\/p>\n

He\u2019s bullish on glasses as the leading form factor, but also bullish on the idea that the competition will be too fierce to produce a single winner. \u201cNot everybody wears the same clothes, not everybody wears the same glasses,\u201d he said.\u00a0<\/p>\n

He pointed to ByteDance as the early proof of concept. In December, the TikTok parent launched the Doubao Mobile Assistant on a ZTE-made handset, the Nubia M153, a phone in which the AI agent operates the software, navigating apps, booking tickets, and making payments. The launch sold out its initial run of roughly 30,000 units and prompted Tencent CEO Pony Ma to call the device \u201cextremely unsafe and irresponsible.\u201d Meituan, WeChat, and Alibaba moved within days to restrict Doubao\u2019s access to their apps,\u00a0 but ByteDance, undeterred, is now planning a second-generation device for the second quarter of 2026.<\/p>\n

\u201cNobody paid attention to that, but we said it on the last earnings call,\u201d Amon said. \u201cThe control point of the industry is changing. It\u2019s not about the OS and the App Store. It\u2019s going to be what are the agents that you select.\u201d<\/p>\n

For most people, the idea of ceding control to a robot is out there at best; downright terrifying at worst. But Amon isn\u2019t a pessimist\u2014he thinks we\u2019ll get used to it, just like we got used to the internet and the smartphone.\u00a0<\/p>\n

\u201cLike every new technology, you can misuse it, you\u2019re going to have some drawbacks,\u201d he said. \u201cBut in aggregate, what the smartphone enabled is connecting everyone, empowering people with information. And I think AI has this capability to empower people.\u201d<\/p>\n

#Qualcomms #CEO #working #pretty #major #players #topsecret #devices<\/p>\n","protected":false},"excerpt":{"rendered":"

Cristiano Amon won\u2019t tell you what\u2019s coming, but he\u2019ll tell you who\u2019s building it. \u201cThere…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[245],"tags":[353,1819,11527,585,2928,1308,2313,406,8349,11529,9126,11528,7620,798,11530,942],"_links":{"self":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/5916"}],"collection":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=5916"}],"version-history":[{"count":0,"href":"https:\/\/stock999.top\/index.php?rest_route=\/wp\/v2\/posts\/5916\/revisions"}],"wp:attachment":[{"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=5916"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=5916"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/stock999.top\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=5916"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}