Everything revealed at Qualcomm's Computex keynote in 12 minutes

Ladies and gentlemen, Chris Ben and CEO of Pocom, Cristiano Armand

So about two years ago, we talked about how AI will change the human computer interface

and as a consequence will change the architecture of all of our personal computing devices

And that is starting to become a reality in 2026. I'm going to give you some examples, I think, what you see today on the screen

At home, you're going to have agents that are going to basically update everyone on your activity and your schedule

All of the things that you need to do at work will be with you and think about what are the projects that you need to do

what are the tasks that you need to do. It flags the decision, and it's going to be working with you

And in your personal life, we'll give you information that is relevant to you, all of the updates that you need, work with you on a schedule

Everything's going to be prioritized, and it's going to be a little different. It's going to feel more autonomous

It's going to feel more personal. And it's going to feel like really a companion

The phone is at the center of a digital life, and therefore, everything is around the phone

It's how we interact with the phone, with the OS and the applications

even the other wearable devices, they are around this phone ecosystem. But now this is different

Those agents become the center of your digital experience. So including the phone and the other devices

they now are around the agent. It's not about an extension of the phone

And the digital ecosystem is no longer at the phone itself and the OSs and the applications

And what happened, those devices become endpoints for agents. And that's a very important change

Once you understand that change, you understand how the whole mobile industry

is going to change. The things that we take for granted today

are going to be different tomorrow. I'm gonna remind you of what are the scale of those devices

There are about six billion phones today, 2 billion personal AI devices

which is the evolution of wearables. And that is actually a small number

When you think about those things as an end point of agents

2 billion PCs, half a billion connected cars. And people will experience and interact

with those agents on these devices. So once you understand the scale

One important message that I want to deliver to you is that today's device

were not designed for those experiences Here not It will require a different kind of device when agentic AI becomes the number one AI function

in our daily lives, especially for personal computing as we interact with those devices

You need to be able to tight integrate across all the compute domains

you have strict power and latency constraint. I cannot emphasize enough the importance of power

Think about your phone. If it is challenging to make your phone last all day

with you operating it, what happens when you and the agent is operating it

That's an incredible engineering challenge from power and latency. You need to have sensor data

Context is super important. Without context, you cannot have the agent to be useful

and for you to be useful and be proactive. All of those things are gonna be necessary

as we think the next generation of devices for the agent AI and an upgrade is truly coming

So you have to come up with solutions that allow you to get all the computing power

that you need with the available energy because the battery has to last a day

and is limited in its size. And that in itself is the Qualcomm advantage

Because we have been working with all of those devices at the edge, all of it

And especially the new Qualcomm that has incredibly diversified. We now have ability to build systems

There's sub to milliwatts from an earbud with micropower Wi-Fi that connect to an agent

for personal AI audio device, all the way to kilowatts, what's gonna happen in the data center

And I think that is the incredible opportunity that we see for us and for our partners

when all of those devices are going to change for this future of a genetic AI

And for that, you need dedicated computing solution that scale all the way down to a sub milliwatt device

to a 2,000 kilowatt. So I want to start with the devices that really power by Snapdragon platforms

You will see agents now being deployed and starting to get scale across phones, PC

and this new category of personal AI devices. the agent isn't tied to the device

It actually moves with the user and is there with the user regardless of the device that you have So that is one way for you to start to understand this change when the center of the ecosystem especially mobile is no longer the smartphone

It's about the agent and the agent's going to be across all those devices

But it's not just unique to personal computing. The physical world is one of the most exciting

areas in our industry right now. When you think about the car, there will be two layers of

intelligence so in the cockpit AI will personalize your experience and that is

the same thing that we just talked about it the the agent is your agent

regardless of the device it doesn't matter if you're gonna be on the car on

a personal AI device on a phone on your PC because the agent is at the center

all the devices around it including the car but also the car has other tasks

besides interacting with you, is interacting with you within the context of the car

And on the road, you also have physical AI that is perceiving, it is planning

it is acting using cameras, radar, sensors, and maps for your navigation

The entire robotics industry right now has been transformed. And robotics is very interesting

because it pushes the limit of computing technology and incorporate aspects of what I show you to you

Incorporate many aspects in technology of what we see in personal computing

for sensing, perception, high integration of sensors. The robot, like your glasses, will see what you see

read what you read, understand the context. At the same time, you have all of those elements

of technology that comes from the automotive industry. You need precision, you need industrial grade

you need safety, you need redundancy. And to succeed in robotics, you need to understand how to design this

as a hierarchical compute system. What we're building is a comprehensive platform

across different form factors, from AMR, industrial arms, four-legged robots, humanoids, drones, and I actually think

industrial opportunity is happening right now. You have to build hardware, You have to build software, you have to build an AI operations, ability to do fleet and data management, and everything that our partners will need to go from prototype to production

When you think about, for example, the computer vision, you can see, I think, the role of AI and agentic AI changing everything

Computer vision can run locally on devices. They can run on the cloud

They dynamically can access more powerful models on-prem or on the cloud when needed

They be able to see understand decide take action turning perception into real intelligence now you have seen agentic ai transforming personal and computing and those new classes of personal devices you see

cars robots industrial but there's another layer coming to all of this that will change the

equation and I'm personally very excited about this is the next generation of

wireless and I am going to explain to you today why this is actually very

relevant to the conversation we just had. A Mobile Congress would describe 6G as

the first generation of wireless designed for the age of AI and 6G has

three pillars. Its connectivity, its distributed computing, and its sensing. So this is an exciting future for everything that is happening on the edge, because AI is the new form of computing, and it's going to be how computers are going to run everywhere

So now I'm going to get to the last part of my presentation. It's estimated that the global token demand within 10 seconds is about 31.7 billion tokens

so the projection uh for 2030 for the same 10 seconds is 1.27 trillion tokens it's a 40x

increase and that's because agents are going to generate a lot of tokens so if you think about

the latest estimate and i'm sure that's going to change but the latest estimate for total token

demand globally in 2030 is in the quintillions. I don't even know how to say the number

I'll say it's a four gazillion tokens, the token demand for 2030

So today at Computex, we're announcing the new product brand for Qualcomm data center products

We're already working with hyperscalers and global partners on real world deployments

We're incredibly excited with this new chapter of the Qualcomm diversification. And now with Dragonfly, our portfolio spans every single tier

of the compute continuum. We're incredibly excited about the future of technology

Across every single device, this is gonna get transformed. We show the agents are not coming into the future

They are already here. It's changing a lot of the compute. is gonna generate a lot of demand

for new classes of devices and computing, and this upgrade cycle can be one of the largest

that the industry has sent. And together we're building the products and the technology that will define this new era