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QUALCOMM Incorporated (QCOM) UBS Global Technology and AI Conference 2025 December 2, 2025 4:55 PM EST
Company Participants
Cristiano Amon – CEO, President & Director
Conference Call Participants
Timothy Arcuri – UBS Investment Bank, Research Division
Presentation
Timothy Arcuri
UBS Investment Bank, Research Division
Okay. We’re going to get started. Good afternoon. I’m Tim Arcuri. I’m the semiconductor and semi equipment analyst here at UBS. We’re very pleased to have Qualcomm, we’re very pleased to have Cristiano Amon from Qualcomm, who’s the President and the CEO. So thank you, Cristiano.
Cristiano Amon
CEO, President & Director
Thank you, Tim. Good talking to you.
Question-and-Answer Session
Timothy Arcuri
UBS Investment Bank, Research Division
Great. So let’s start talking about the business that everyone wants to know about, which is your data center business.
Cristiano Amon
CEO, President & Director
I’m surprised.
Timothy Arcuri
UBS Investment Bank, Research Division
Yes. So you’re attacking the low-power inference market. You announced the AI 200 and AI 250. You still haven’t told us very much about the specs and the road map. What can you say?
Cristiano Amon
CEO, President & Director
Okay. Look, maybe let me start with the very top and I’ll walk to some of the details. I think we look at the market, we look at what’s happening with AI. And I think I’m assuming is the hope of everybody in the room that eventually, you go from training to very large-scale inference and you start doing inference, you’re putting AI to work and you have a lot of customers.
And I think what’s happening is we see this as a one of the entry point for us, as AI is going to go into inference, you’re going to be able to build large inference-focused clusters, the data center is going to go to
