@firesidealphaکریستیانو آمون، مدیرعامل کوالکام، تو یه مصاحبه تازه یه پشت‌پرده عجیب از دنیای فناوری رو لو داده که هوش از سر آدم می‌پرونه
کریستیانو آمون، مدیرعامل کوالکام، تو یه مصاحبه تازه یه پشت‌پرده عجیب از دنیای فناوری رو لو داده که هوش از سر آدم می‌پرونه. قضیه از این قراره که شرکت‌های کله‌گنده هوش مصنوعی اومدن سراغشون و گفتن تا سال ۲۰۲۸، باید گوشی‌هایی دست ملت باشه که بتونن مدل‌های غول‌پیکر ۱۰۰ میلیارد پارامتری رو به‌صورت شبانه‌روزی و بدون وقفه روی خود دستگاه بالا بیارن. از اون جالب‌تر اینه که آمون رسماً تایید کرده بعضی از همین غول‌های نرم‌افزاری هوش مصنوعی، خودشون آستین بالا زدن و دارن گوشی هوشمند اختصاصی می‌سازن تا سخت‌افزار دست‌ساز خودشون رو روانه بازار کنن.
منبع
Fireside Alpha@firesidealpha
Qualcomm CEO reveals AI companies want phones running 100-billion-parameter models continuously by 2028--and confirms some are building phones
Cristiano Amon: “I have to be careful not to disclose names, but some AI companies—some of the companies at the forefront of AI—are telling Qualcomm, ‘By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.’”
Alex Heath: “So you’re saying there are AI companies that are talking about—”
Cristiano Amon: “Well, AI companies are starting to do phones.”
Alex Heath @alexeheath
Qualcomm’s CEO on the coming AI phone supercycle
@cristianoamon on the China vs. US AI sentiment, how AI is changing smartphones and wearables, Qualcomm’s data center strategy, and 6G.
We discuss why he thinks phones aren’t going away, how agents will use our personal context, and why he expects smart glasses to become the biggest category of AI wearables. We also cover differences in consumer AI adoption between China and the US, Qualcomm’s acquisition of Modular to offer developers an alternative to Nvidia’s software, and what 6G could change about the devices we use.
This conversation was recorded live at Qualcomm’s recent Snapdragon Summit in Hawaii.
Timestamps:
00:18 How China and the US see AI
04:33 Should AI development slow down?
07:25 Trump, China, and chip geopolitics
08:25 Why the smartphone market is shrinking
11:15 Memory prices and pent-up demand
13:15 Can cloud agents replace the phone?
18:30 What is an AI smartphone?
25:05 The state of VR and smart glasses
29:30 Is there an iPod moment for wearables?
30:45 Why Qualcomm is building data centers
34:45 Modular and the fight against CUDA lock-in
39:05 What 5G actually changed
42:00 Why 6G is built for AI
45:05 When 6G arrives
Spotify: https://open.spotify.com/episode/3fTPoH4PNPQ1mbBtiLWOzH?si=A2NcJO44Qd-SntR2U6qK3g
YouTube: https://youtu.be/FcYL3h5bwlk
Substack: https://sources.news/p/qualcomm-ceo-ai-phone
Apple Podcasts: https://podcasts.apple.com/us/podcast/qualcomms-ceo-on-the-coming-ai-phone-supercycle/id1840154537?i=1000793916120
Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
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