TECH RESET: Why 2026 will change technology forever

The Next Phase of AI

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   The year 2025 was characterized by AI becoming mainstream, contributing to double-digit gains in technology and record dealmaking.

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   The year 2026 is expected to usher in the next phase of AI, with its boom extending beyond data centers to encompass devices and robotics.

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   The International Monetary Fund (IMF) forecasts steady global growth, primarily driven by the accelerating adoption of AI.

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   Cristiano Amon, the president and CEO of Qualcomm, joins the discussion as a key figure in the ongoing AI revolution.

Qualcomm's AI Expansion

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   The interview begins with an introduction to Qualcomm's CEO and an anticipation of discussing the company's growth story.

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   The CEO describes the current period as exciting, highlighting Qualcomm's early focus on AI's widespread integration before it became a popular concept.

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   He emphasizes that AI's expansion into various devices aligns with the company's diversification strategy.

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   Qualcomm is noted as one of the few semiconductor companies capable of connecting devices from wearables to data centers, with this trend observed across automotive, industrial, mobile, and robotics sectors.

Qualcomm's Diversified Product Portfolio and Growth

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   Qualcomm is diversifying its product portfolio, which was highlighted at a recent analyst meeting, impressing Wall Street analysts with its expanding range of offerings.

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   Qualcomm is a unique semiconductor company that integrates various technologies, including cellular, Wi-Fi, Bluetooth, and all forms of computing, distinguishing it from competitors specializing in CPU or GPU.

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   The company's natural diversification strategy has allowed it to expand from mobile devices to data centers and into every industry, as computing and AI are now touching all sectors.

Qualcomm's Computing Prowess

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   Qualcomm, traditionally seen as a mobile and cellular company, has developed extensive computing capabilities beyond its heritage.

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   The company has developed significant computing capabilities, enabling it to enter the PC space with powerful processors.

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   The fastest laptops currently available are powered by Qualcomm's Snapdragon X, demonstrating its advanced computing technology.

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   Consumers consistently desire more speed in their devices, a need that Qualcomm's fast processors are designed to meet.

The Future of AI and National Security

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   AI's importance is amplified by new national security policies, making it a strategic and economic imperative.

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   AI is set to permeate every aspect of technology, becoming the new standard for software and computing, making everything intelligent.

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   AI compute is central to the reindustrialization of America, enabling smart factories and advanced robotics.

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   Qualcomm has entered the robotics platform market, demonstrating AI's role in the future of manufacturing, autonomous systems, and smart machines.

Automotive Industry Transformation

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   Qualcomm is collaborating with nearly every car company to integrate new technology into vehicles.

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   Cars are becoming computing surfaces, enabling not only autonomous driving but also productivity and entertainment within the vehicle.

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   Semiconductors are crucial for powering in-car screens, connecting vehicles to the cloud, and facilitating autonomous driving features.

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   AI is changing how users interact with cars, with voice becoming a natural and perfect interface for in-car computing experiences.

Qualcomm's Revenue Diversification

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   Qualcomm projects that by fiscal year 2029, handset revenue will constitute approximately 50% of its total revenue, with the other 50% coming from new industries.

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   The company has consistently achieved double-digit growth in its automotive and industrial IoT segments quarter after quarter.

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   Qualcomm intends to continue executing on its growth plan, focusing on these expanding sectors.

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   Cristiano Amon, CEO of Qualcomm, concluded the discussion from the World Economic Forum in Davos.