President and CEO, Qualcomm
“If I have to make a prediction — and it's super hard to make those predictions, I'll give a 50% chance that I'll be correct — but I'll say this year [2026] will be the year of agents.”
President and CEO, Qualcomm
Amon frames this as a 50/50 call; he repeated the 'year of agents' framing at Computex 2026, and the year is not yet over.
“As generative AI accelerates demand for our technology and we become increasingly relevant across multiple industries, Qualcomm is well positioned to address a $900 billion opportunity by 2030 across an expanding ecosystem of new customers and partners.”
President and CEO, Qualcomm
Qualcomm's ~$900 billion edge TAM is targeted for 2030; Amon reiterated the figure at the March 2026 shareholder meeting.