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Cristiano Amon | Micron, Qualcomm Show Strong AI Demand | Bloomberg Tech, Sonic AI
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Micron, Qualcomm Show Strong AI Demand | Bloomberg Tech
Bloomberg Tech
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Jun 25, 2026
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44:53
Interview
Micron, Qualcomm Show Strong AI Demand | Bloomberg Tech
From
Bloomberg Tech
Ed Ludlow
(Host of Bloomberg Tech, Bloomberg Tech: Europe)
•
Romaine Bostick
(Host)
•
Yajaira Anand
(unknown)
•
Mark Gurman
(Bloomberg Reporter)
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Cristiano Amon
(CEO, Qualcomm)
•
Carol Schleifer
(Guest)
•
Jake Silverman
(Guest)
•
Dylan Field
(Co-founder and CEO, Figma)
•
Matthew Griffin
(Guest)
•
Azim Azhar
(Guest)
•
Julia Love
(Guest)
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Executive Summary
Micron's record-breaking revenue forecast highlights a severe, AI-driven memory shortage expected to last beyond 2027, causing component prices to soar.
The memory crunch is forcing major hardware manufacturers like Apple to implement rare, broad-based price increases across product lines like the Mac, iPad, and Vision Pro.
Qualcomm is aggressively diversifying beyond smartphones, targeting $15 billion in annual data center revenue by 2029 through strategic acquisitions and innovative HBM-less memory technology.
The "AI talent war" intensifies as key researchers depart from Google for rivals like Anthropic, signaling a critical battle for the limited pool of experts who can advance foundational models.
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