Qualcomm is developing a specialized CPU designed for "agentic experiences" within data centers, with plans to ship to a major hyperscaler by the fourth quarter. CEO Cristiano Amon also hinted at future "agentic smartphones" featuring deep AI integration. Further information is anticipated during Qualcomm's investor day in June. AI
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IMPACT This specialized hardware could accelerate the deployment of AI agents in data centers and on mobile devices.
RANK_REASON Company is developing dedicated AI hardware for data centers and future mobile devices.
