QUALCOMM Incorporated (QCOM) Presents at UBS Global Technology and AI Conference 2025 Transcript
Core Insights - The company is focusing on the low-power inference market with the introduction of AI 200 and AI 250 products [1][2] - There is an expectation that the transition from training to large-scale inference will lead to increased customer engagement and utilization of AI technologies [1] - The company views the development of large inference-focused clusters as a significant entry point into the AI market [2]