Qualcomm CEO says cloud will not be enough to power AI

A Qualcomm executive warned Monday that the future of artificial intelligence will require more power than cloud services can provide.

Qualcomm Vice President Alex Katosian was one of the keynote speakers at this year’s Computex, an annual computer fair held in Taipei.

In his talk, Katouzian stressed how much data a new class of cutting-edge devices that use generative AI would require.

A GIGABYTE product is on display during Computex Taipei, one of the world’s largest computer and technology fairs, in Taipei, Taiwan on May 30, 2023. (Reuters/An Wang/Reuters Photo)

“Artificial intelligence touches nearly every aspect of a smartphone experience. It works in the background to improve everything from photography, videography, gaming and power management to Modem-RF performance, malware detection, and so much more,” Katozian said.

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QCOM Qualcomm Inc. 113.41 -1.79 -1.55%

Katozian said Qualcomm, based in San Diego, California, has shipped more than 2 billion AI products to date.

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“With the growth in the number of connected devices, data traffic continuing to accelerate, and data center costs increasing, it simply won’t be possible to send everything to the cloud,” Katozian said. “And for certain apps, you’re not going to want to do that, especially where your personal information is involved.”

Katozian predicted that AI performance would be a key metric that consumers look for when buying a computer — similar to how they compare CPU and GPU performance.

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The rapid rise in popularity of artificial intelligence has prompted many companies to take advantage of its services related to artificial intelligence and the chips it processes.

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On Tuesday, chipmaker Nvidia, which is deeply involved in artificial intelligence in a number of areas, crossed $1 trillion, reaching new highs of nearly $405 on the trading floor.

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