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Qualcomm's Amon Says AI Companies Want 100-Billion-Parameter Models on Phones by 2028

Oct 19, 2026
TNW | Mobile
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Summary

Qualcomm chief executive Cristiano Amon says AI companies are asking for phones that can run 100-billion-parameter models by 2028, running all the time. He would not name them, and cites ByteDance's Doubao phone by Nubia. Amon blames memory prices up five to six times for a 20% drop in the phone market this year.

Key Points

  • Elon Musk replies “Problem is RAM supply” to a post about Amon’s comments.
  • Amon puts buyers at about 1.2 billion phones a year.
  • Amon says mid-range and cheaper phones took the hardest hit from memory prices.

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