Qualcomm's HBC Memory, Alphawave, Modular, and more
Qualcomm flew Austin to New York for its investor day, where the communications company laid out a plan to make data center, automotive, and IoT two-thirds of its business by FY29. Austin was in the room and asked Cristiano Amon a question on the record. Vik watched the whole thing on YouTube. Toge…
#280 – Cristiano Amon: Qualcomm CEO
Cristiano Amon is the CEO of Qualcomm, world-leader in 5G wireless communication and computation systems inside premium Android phones and other robots. Please support this podcast by checking out our sponsors: – Scale: https://scale.com/lex – Truebill: https://truebill.com/lex – BiOptimizers: http…
Qualcomm CEO Cristiano Amon on the Future of AI, China, and More
Those who are bullish about the future of artificial intelligence imagine a day soon when consumer products are finally able to match the potential capabilities of the technology. Among the companies determining that future is Qualcomm, the semiconductor leader whose chips power many of the devices…
AI Winners and Losers Emerge
Bloomberg’s Ed Ludlow breaks down big tech's earnings, with Microsoft soaring on cloud growth as its AI gets traction, while Meta plummets as Zuckerberg's AI pitch falls flat on high spending. Plus, Qualcomm CEO Cristiano Amon joins after the company warns of component shortages and rising costs, a…
Qualcomm Closes Modular Deal, Buying a CUDA-Independent Path for Its Data Center Silicon
Qualcomm Incorporated has completed its acquisition of Modular Inc., adding AI-native software infrastructure to its portfolio of compute platforms spanning devices, edge deployments, and data centers.
Qualcomm announced the agreement on June 24 and closed on July 29, roughly five weeks later…
#280 – Cristiano Amon: Qualcomm CEO
Cristiano Amon is the CEO of Qualcomm, world-leader in 5G wireless communication and computation systems inside premium Android phones and other robots. Please support this podcast by checking out our sponsors: – Scale: https://scale.com/lex – Truebill: https://truebill.com/lex – BiOptimizers: http…
Meta’s Muse Momentum, Qualcomm CEO Interview, The Future of AI 9/23/26
The Nasdaq is retreating from Tuesday’s record levels, and the other major averages are falling as the 10-year yield rises to a 19-year high.
Brian Sullivan and Kelly Evans are joined on-set by Goldman Sachs’ Brook Dane to recap Meta’s recent run as shares are on pace for their best month in 13 yea…
Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross
(00:49) - Jensen vs AI Alarmism
(19:33) - New Model Reactions
(28:54) - Saudi EVs
(31:00) - "You Can See Everything" New Trailer Reaction
(36:40) - Cristiano Amon discusses Qualcomm’s vision for AI-powered smartphones, vehicles, data centers, and emerging wearable devices. The Qualcomm presid…
This is Humanity's Last Decision
Anthropic CEO Dario Amodei just told the entire AI industry to slam the brakes, warning that failure to do so will leave humanity staring down a catastrophe that could torch hundreds of billions of dollars globally. Within hours, Sam Altman, Elon Musk, and Demis Hassabis all agreed he was right. Bu…
Qualcomm’s CEO on the coming AI phone supercycle
AI could give people a reason to buy a new phone again.
Qualcomm CEO Cristiano Amon tells me why he expects a smartphone supercycle as AI agents start using our apps and acting on our behalf. His company makes the chips behind Android phones, Meta’s smart glasses, and coming devices from AI compan…
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