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Cristiano Amon

👤 Speaker
201 total appearances

Appearances Over Time

Podcast Appearances

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

And we're going to be working with our customers as they move the roadmap to kind of those type of devices.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Look, hopefully it's not lost on people that we had another record in automotive.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We had actually a record in the company in Q1.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

And not only we continue to be satisfied with the direction the company is going on diversification, we added new things like robotics.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

For example, we had a record in automotive.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

A couple things that happened in the quarter that are very, very important.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

One is we announced a broad partnership of Volkswagen Group across all the brands to build the Snapdragon digital chassis for Volkswagen.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We saw the launch of the RAV4, one of the top selling cars in the world for digital cockpit.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

And IoT is growing.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We enter robotics in a short period of time with some major customers.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

So we're excited about that.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

The fundamentals of the company are actually incredible.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

And we're just navigating to another phone cycle.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Yes.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We restated the data center will start showing up in fiscal 27.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We have been talking for a while that the data center is going to change.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

It's going to go from the current focus on training into inference.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

We have been saying, I think before it was popular, that a different architecture will be required.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

I think the post-GPU architecture.

Bloomberg Tech
Tech Earnings: Google’s Spending, Arm’s AI Data Center Push

Interesting that the Grok development is kind of validating that.