Today · relayed October 10
Qualcomm says AI firms want 100B phone models; it names none
Qualcomm CEO Cristiano Amon says some frontier AI companies want phones that can run a model of at least 100 billion parameters, more or less all the time, by 2028. In his words: "some of the companies at the forefront of AI—are telling Qualcomm, 'By 2028, I need to make sure that I have the ability to run at least a 100-billion-parameter model in a phone, and I need to have this thing running kind of all the time.'" He also said: "AI companies are starting to do phones." (Alex Heath's interview; transcript). He didn't say which companies; the passage comes via a third-party transcript, and we didn't listen to the original interview. What follows is our reading, not Amon's: the ask is for a model that stays running, not one called now and then, so its weights have to sit in the phone's memory permanently; memory capacity and standby power may therefore hit their limits before compute does.

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This item ran in the brief of Oct 11, 2026, alongside 13 other items.
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SecondSource (2026). "Qualcomm says AI firms want 100B phone models; it names none." https://secondsource.io/en/news/2026-10-11-3/. Accessed access date.