Qualcomm CFO outlines AI's next big transformation: A new type of personal device
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Qualcomm (QCOM) CFO and COO Akash Palkhiw...
Qualcomm (QCOM) CFO and COO Akash Palkhiwala joins Yahoo Finance Tech Editor Dan Howley to talk further about the company's earnings and its forecasts surrounding handheld devices and AI data centers.
our view is that there's going to be a third personal device that emerges, uh, beyond the PC and the phone. and this device is going to be more personal than anything else. It's going to be on your person. It's either uh, it could be glasses, it could be a watch, it could be a pendant, it could be your earbuds, it could be in different form factors. But the common thing that ties uh the personal experience across these devices is it's a device that you can have an agentic AI conversation with your agent sits on it.
Uh this agent can see what you can see, it can hear what you can hear. And uh and meta is one of our uh very important partners uh and and we are really innovating with them to deliver these new experiences. We think uh that's the next big transformation of AI is is agents sitting on all devices. Uh whether it's a personal device, whether it's a work device, whether it's uh a car device. and in each case, you are interacting with that device, that that agent and having
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