AI and Device Convergence

Cristiano discusses the transformative potential of AI as it moves from data centers to devices, emphasizing an expansive market opportunity. He reflects on past pivots, including the early convergence of TVs and mobile technology, highlighting the importance of timing in tech investments. As mobile and PCs continue to merge, he acknowledges the competitive landscape, particularly with Apple's success in ARM-based chips, and the need for Qualcomm to innovate further.