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Sources with Alex Heath — Qualcomm’s CEO on the coming AI phone supercycle
Not scored yet46m·2026-10-08·Technology

Qualcomm’s CEO on the coming AI phone supercycle

Sources with Alex Heath

AI could give people a reason to buy a new phone again. Qualcomm CEO Cristiano Amon tells me why he expects a smartphone supercycle as AI agents start using our apps and acting on our behalf. His company makes the chips behind Android phones, Meta’s smart glasses, and coming devices from AI companies like OpenAI,…

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