QUALCOMM Integrated (QCOM) UBS International Know-how and AI Convention 2025 December 2, 2025 4:55 PM EST
Firm Members
Cristiano Amon – CEO, President & Director
Convention Name Members
Timothy Arcuri – UBS Funding Financial institution, Analysis Division
Presentation
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Okay. We will get began. Good afternoon. I am Tim Arcuri. I am the semiconductor and semi gear analyst right here at UBS. We’re very happy to have Qualcomm, we’re very happy to have Cristiano Amon from Qualcomm, who’s the President and the CEO. So thanks, Cristiano.
Cristiano Amon
CEO, President & Director
Thanks, Tim. Good speaking to you.
Query-and-Reply Session
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Nice. So let’s begin speaking concerning the enterprise that everybody desires to learn about, which is your information middle enterprise.
Cristiano Amon
CEO, President & Director
I am shocked.
Timothy Arcuri
UBS Funding Financial institution, Analysis Division
Sure. So that you’re attacking the low-power inference market. You introduced the AI 200 and AI 250. You continue to have not advised us very a lot concerning the specs and the street map. What are you able to say?
Cristiano Amon
CEO, President & Director
Okay. Look, perhaps let me begin with the very prime and I will stroll to among the particulars. I believe we take a look at the market, we take a look at what’s occurring with AI. And I believe I am assuming is the hope of everyone within the room that finally, you go from coaching to very large-scale inference and also you begin doing inference, you are placing AI to work and you’ve got loads of clients.
And I believe what’s occurring is we see this as a one of many entry level for us, as AI goes to enter inference, you are going to have the ability to construct giant inference-focused clusters, the information middle goes to go to
