Cristiano Amon
👤 SpeakerAppearances Over Time
Podcast Appearances
I think the other part of the answer, Ed, is why you not think that Qualcomm will have an opportunity to participate?
The market is so big.
We don't have to get a lot.
Everything we get is multiple billions of dollars.
No, for Qualcomm, for us, it's all upside.
Look, I don't.
I believe that the need for compute is very clear.
That's not only also, not only on the data centers everywhere.
I think we see that on phones, we see that on cars, we see that on PCs.
AI needs a lot more computing power.
And I think...
I believe what that will actually do is create opportunity for innovation.
And there will be competition.
Right now, everybody's playing to win.
Everybody's building data centers to win.
And then there's going to be competition.
And I think that's what our focus is.
But I don't believe the trend and the need for a computer.
You can have an argument about the timing, but the trend is very clear.
Here's one way I would describe it to you.