{"id":125010,"date":"2026-05-01T07:14:08","date_gmt":"2026-05-01T07:14:08","guid":{"rendered":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/01\/qualcomm-teases-agentic-cpus-and-smartphones-the-register\/"},"modified":"2026-05-01T07:15:37","modified_gmt":"2026-05-01T07:15:37","slug":"qualcomm-teases-agentic-cpus-and-smartphones-the-register","status":"publish","type":"post","link":"https:\/\/mailinvest.blog\/index.php\/2026\/05\/01\/qualcomm-teases-agentic-cpus-and-smartphones-the-register\/","title":{"rendered":"Qualcomm teases agentic CPUs and smartphones \u2022 The Register"},"content":{"rendered":"<p> <a href=\"https:\/\/go.fiverr.com\/visit\/?bta=1052423&nci=17043\" Target=\"_Top\"><img loading=\"lazy\" decoding=\"async\" border=\"0\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/fiverr.ck-cdn.com\/tn\/serve\/?cid=40081059\"  width=\"601\" height=\"201\"><\/a>\n<\/p>\n<div id=\"body\">\n<p>Qualcomm has quietly entered the marketplace for customized hyperscale silicon, and datacenter CPUs<\/p>\n<p>Talking on the corporate\u2019s Q2 earnings name, CEO Cristiano Amon stated the corporate will present customized product to \u201ca number one hyperscaler,\u201d expects shipments \u201cwithin the December quarter\u201d and is \u201cdesirous about a multi-generation engagement.\u201d<\/p>\n<p>Pressed on the small print, Amon stated Qualcomm is already engaged on a knowledge heart CPU and high-performance AI inference accelerators, and gained the power to create customized ASICs by <a target=\"_blank\" href=\"https:\/\/www.theregister.com\/2025\/06\/09\/qualcomm_alphawave_acquisition\/?_gl=1*yad47*_ga*MTI0MjE1MDMxNS4xNzE5OTg5NTg5*_ga_JXW44Y23NM*czE3Nzc2MTYwNzckbzIxOTkkZzEkdDE3Nzc2MTYwODQkajUzJGwwJGgw\">acquiring Alphawave<\/a>.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"condor\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n        <noscript><br \/>\n            <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" target=\"_blank\"><br \/>\n                <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=2&amp;c=2afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D2%26raptor%3Dcondor%26pos%3Dtop%26test%3D0\" alt=\"\"\/><br \/>\n            <\/a><br \/>\n        <\/noscript>\n    <\/div>\n<p>He additionally revealed that Qualcomm has constructed what he described as \u201ca devoted CPU for agentic experiences within the knowledge heart.\u201d<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xmd=\",fluid,mpu,leaderboard,\" data-lg=\",fluid,mpu,leaderboard,\" data-xlg=\",fluid,billboard,superleaderboard,mpu,leaderboard,\" data-xxlg=\",fluid,billboard,superleaderboard,brandwidth,brandimpact,leaderboard,mpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<div class=\"adun_eagle_desktop_story_wrapper\">\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"mid\" data-raptor=\"eagle\" data-xxlg=\",mpu,dmpu,\">\n                <noscript><br \/>\n                    <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                        <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                    <\/a><br \/>\n                <\/noscript>\n            <\/div>\n<\/p><\/div>\n<p>In Amon\u2019s telling, AI kicked off with GPUs for coaching, devoted inferencing {hardware} was the subsequent necessity, however the market is now coming into a brand new part during which you will need to \u201cgenerate demand for tokens\u201d to energy agentic AI.<\/p>\n<p>\u201cI believe when you concentrate on brokers, CPU turns into essential,\u201d he stated, so Qualcomm has constructed one.<\/p>\n<div aria-hidden=\"true\" class=\"adun\" data-pos=\"top\" data-raptor=\"falcon\" data-xsm=\",fluid,mpu,dmpu,\" data-sm=\",fluid,mpu,dmpu,\" data-md=\",fluid,mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D4%26raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=4&amp;c=44afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D426raptor%3Dfalcon%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>The corporate will stage an investor day in June at which it would reveal extra about its plans.<\/p>\n<p>The CEO additionally teased the arrival of what he calls \u201cagentic smartphones,\u201d and cited current merchandise from Chinese language handset-makers as examples. He talked about a ZTE telephone that features the Doubao private assistant developed by ByteDance, and Xiaomi\u2019s <a target=\"_blank\" rel=\"nofollow\" href=\"https:\/\/new.c.mi.com\/global\/post\/2169994\">miclaw<\/a> \u2013 an AI-powered assistant that\u2019s built-in with the OS kernel and divines smartphone customers\u2019 intent after which drives third-party instruments to make it occur.<\/p>\n<p>Requested what agentic smartphones will imply, Amon stated \u201cWe see attention-grabbing associations now beginning to kind between smartphones and AI corporations. We&#8217;re beginning to see some very attention-grabbing dynamics there, which is altering the character of designs.\u201d<\/p>\n<div aria-hidden=\"true\" class=\"adun\" id=\"story_eagle_xsm_sm_md_xmd_lg_xlg\" data-pos=\"mid\" data-raptor=\"eagle\" data-xsm=\",mpu,dmpu,\" data-sm=\",mpu,dmpu,\" data-md=\",mpu,dmpu,\" data-xmd=\",mpu,dmpu,\" data-lg=\",mpu,dmpu,\" data-xlg=\",mpu,dmpu,\">\n            <noscript><br \/>\n                <a href=\"https:\/\/pubads.g.doubleclick.net\/gampad\/jump?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" target=\"_blank\"><br \/>\n                    <img decoding=\"async\" src=\"https:\/\/mailinvest.blog\/wp-content\/themes\/breek\/assets\/images\/transparent.gif\" data-lazy=\"true\" data-src=\"https:\/\/pubads.g.doubleclick.net\/gampad\/ad?co=1&amp;iu=\/6978\/reg_onprem\/systems&amp;sz=300x50%7C300x100%7C300x250%7C300x251%7C300x252%7C300x600%7C300x601&amp;tile=3&amp;c=33afRSv1IHIJF6Hoqmcik9mwAAANU&amp;t=ct%3Dns%26unitnum%3D3%26raptor%3Deagle%26pos%3Dmid%26test%3D0\" alt=\"\"\/><br \/>\n                <\/a><br \/>\n            <\/noscript>\n        <\/div>\n<p>These dynamics imply smartphone designs are \u201cshifting in direction of merchandise [that] have way more succesful CPU.\u201d They might additionally want extra reminiscence, which is at the moment briefly provide. Amon stated \u201cwe see new reminiscence gamers coming and constructing capability. So we will have to watch the scenario and see what occurs in 2027.\u201d<\/p>\n<p>The CEO is already keenly conscious of the reminiscence scarcity, as a result of it\u2019s hurting Qualcomm as smartphone producers \u2013 particularly Chinese language corporations \u2013 determine to construct fewer items.<\/p>\n<p>Amon and CFO Akash Palkhiwala each predicted demand will backside out in Q3, then rebound.<\/p>\n<p>The CEO additionally revealed that Qualcomm expects to win 70 p.c of Samsung\u2019s SoC enterprise this 12 months and subsequent, up from its regular 50 p.c. Samsung is making an attempt to enhance its Exynos SoCs, and make extra of them. Clearly the Korean large isn\u2019t but prepared to face by itself two toes.<\/p>\n<p>The corporate gained $10.6 billion of income for the quarter, down three p.c year-over-year. Internet revenue shot up by 162 p.c, to $7.37 billion.<\/p>\n<p>Amon stated Qualcomm will spotlight its plans to diversify at its June investor occasion, and emphasised how the corporate\u2019s automotive enterprise means it&#8217;s already heading down the highway to extra sources of income and development.<\/p>\n<p>\u201cIn Q2, we exceeded $5 billion in annualized revenues for the primary time, and we count on to exit fiscal &#8217;26 at a run charge above $6 billion,\u201d he stated, earlier than declaring that over a million automobiles now provide superior driver help and automatic driving powered by Qualcomm processors.<\/p>\n<p>He additionally provided another tease: \u201cBy the top of the fiscal 12 months, we are going to start business shipments of our fifth-generation Snapdragon Digital Chassis platform.\u201d<\/p>\n<p>That {hardware} will include 3 times increased CPU throughput, a threefold enhance in GPU functionality, and 12 occasions increased NPU efficiency. And since it\u2019s 2026, the silicon will even help what Amon described as \u201cin-vehicle brokers and processing for Degree 3 and Degree 4 autonomous driving.\u201d<\/p>\n<p>The corporate\u2019s PC chips have been deemed worthy of just some fleeting mentions. \u00ae<\/p>\n<\/p><\/div>\n<iframe data-lazy=\"true\" data-src=\"https:\/\/www.fiverr.com\/gig_widgets?id=U2FsdGVkX18x7XQvttUTrv1oEqmGNGTgvvCUiUoJ\/AP4z\/UyMz8lXGOLpu15jIMxBbTR0gmD5uBoFvhC4KWeALQRp3h\/X\/AwcVD0K8Wj9H\/ZzYKzcCNHosB9oS4SCJJFWiN85P9ICAc4OgCoE\/wHKIY7CDkf2\/DQ1vqGvk4smVe5cRDEmrLPCWi4FC8p40VUhSmWQ5udCm0zoJtorgWv3vbDQw0kKYkwn39ozAnQXDe+YvWMxkLFWA+O3TFwkJvdkIK+\/AUSnRssPKt5WHY0FhNOxnSPcLslEL4G4\/RfP95ve99U+kRnDy3X+KtzdQLY+u935ghON\/o3UE4IMv9oN6JX9RnxzL\/LRcOgnHigxStSGPKsZYtnz8RWNVT\/rOLAibqiWJadC5MYHRbekF3eg6FOGrQGkXYbsn0+a5aovnlLCbLwIqY9fcS17UX8J235iQ6cdmHNbrPeS84CMm34RA==&affiliate_id=1052423&strip_google_tagmanager=true\" loading=\"lazy\" data-with-title=\"true\" class=\"fiverr_nga_frame\" frameborder=\"0\" height=\"350\" width=\"100%\" referrerpolicy=\"no-referrer-when-downgrade\" data-mode=\"random_gigs\" onload=\" var frame = this; var script = document.createElement('script'); script.addEventListener('load', function() { window.FW_SDK.register(frame); }); script.setAttribute('src', 'https:\/\/www.fiverr.com\/gig_widgets\/sdk'); document.body.appendChild(script); \" ><\/iframe>\n<br \/><a href=\"https:\/\/go.theregister.com\/feed\/www.theregister.com\/2026\/05\/01\/qualcomm_q2_fy_26\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Qualcomm has quietly entered the marketplace for customized hyperscale silicon, and datacenter CPUs Talking on the corporate\u2019s Q2 earnings name, CEO Cristiano Amon stated the&#8230;<\/p>\n","protected":false},"author":1,"featured_media":125011,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[],"class_list":["post-125010","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech-universe"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Qualcomm teases agentic CPUs and smartphones \u2022 The Register - mailinvest.blog<\/title>\n<meta name=\"description\" content=\"Technology is forever changing, and there are always new pieces of technology to replace obsolete ones. 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