Cristiano Amon

Yes, look, we're incredibly excited about this.

This is a new chapter, I think, of the Qualcomm expansion and diversification.

I think we're going to robotics.

We like robotics a lot because, by definition, it's an edge AI problem to solve, not different than what we did in automotive.

You cannot put a server in a robot.

You need battery life.

You need a lot of integration of sensors.

And physical AI is a massive opportunity, and it's an edge AI opportunity.

So...

As we look at this transition of Qualcomm into new industry, we went to automotive, to PC, to industrial, to data center, now robotics is the next opportunity.

We actually have a number of robots here at our booth at CES demonstrating training, humanoids, industrial.

I think we started the year working with some great companies, German companies,

KUKA, Figure AI, and I think it's going to be a great opportunity.

In robotics, it's perfect for you to have high-performance computing and low-power connectivity is an edge AI problem, and I think it's going to be the next big wave of AI, physical AI.

Look, the way we think about this is things that you didn't thought were possible to do with a robot, you can do it right now using AI.

I think industrial robot is the big, largest opportunity that we see in front of us, and it's probably starting as early as 2026.

When you use AI to train a robot on one given task, it's a very well-defined problem, and you can do this, and you put it into production.

Consumer robot, the one that's gonna be in your house and do everything for you, it's gonna take a little bit of time, but it's going to happen and it's gonna be a big opportunity.

I like to do this parallel that we saw with automotive.

When we start talking about autonomous cars,