While the vision was grand, the keynote was also a product showcase, spanning new PC processors, a surprise entry into the data center market, and a detailed forecast of the computing boom agents will require.

The Coming Token Tsunami

Underpinning Amon's vision is a sheer explosion in computational demand. He broke down AI's evolution into three distinct tiers of interaction, each consuming vastly more tokens — the fundamental units of data that AI models process .

• Level 1: Conversational AI consumes roughly 10,000 tokens per task, representing the simple prompt-and-response interactions common today.
• Level 2: Multi-Step Reasoning sees a tenfold increase to about 100,000 tokens per task, as models start to handle more complex, multi-turn problems.
• Level 3: Autonomous Agentic Tasks is where demand explodes, requiring approximately 1 million tokens per task for an AI to act independently across multiple steps and applications .

With an eventual shift to this third tier, Qualcomm projects that global AI token demand will increase 40-fold by 2030. The company estimates demand will go from roughly 31.7 billion tokens every 10 seconds in 2026 to 1.27 trillion in the same timeframe by the decade's end . Creating workloads "at machine speeds, not human speeds" is the core of this infrastructure challenge .

Snapdragon X2 and the New PC Battlefield

To handle these workloads locally, Qualcomm is rapidly expanding its PC processor lineup. While the flagship Snapdragon X2 Elite and its high-performance X2 Elite Extreme variant were announced previously at CES 2026, Amon's Computex appearance reinforced their importance. Built on a third-generation Oryon CPU, these chips boast a dedicated NPU (Neural Processing Unit) delivering up to 80 TOPS (Trillions of Operations Per Second) of AI performance, and can exceed 100 TOPS when leveraging the CPU and GPU together .

The more recent Snapdragon X2 Plus is designed to bring that Elite-class AI power to the mainstream market. Launched at CES 2026, it targets mid-range Windows laptops with 6-core and 10-core variants and the same 80 TOPS NPU, promising to power a new wave of Copilot+ PCs for everyday users .

A newer, more targeted addition is the Snapdragon C chipset, unveiled just before Computex. Designed for entry-level AI laptops, the C series is aimed squarely at students, families, and small businesses, further democratizing access to on-device AI capabilities .

The 'One More Thing': Dragonfly Enters the Data Center

In a classic "one more thing" moment, Amon unveiled Qualcomm Dragonfly, a new product brand that marks the company's official entry into the AI data center market . This move extends Qualcomm's expertise in power-efficient computing from mobile devices to server infrastructure, specifically targeting AI inference. The Dragonfly brand completes a product portfolio that the company now says spans the entire compute continuum — from milliwatt-scale wearables to megawatt-scale data centers .

However, the reveal was a teaser. Qualcomm did not disclose specific chips, performance metrics, or a customer pipeline during the keynote. All material product and financial details have been deferred to the company's upcoming Investor Day on June 24 in New York City . The lack of immediate detail led to a "sell the news" reaction in the stock market the following day, as investors who had anticipated concrete specifications rotated out of the stock, especially with a competing announcement from Nvidia stealing some of the spotlight .

Beyond the Phone: Automotive, Robotics, and 6G

Amon also highlighted agentic AI's transformative impact across other key sectors.

• Connected Vehicles: He showcased how in-vehicle agents are transforming the automotive experience. The keynote noted that Qualcomm's automotive business exceeded a $5 billion annualized revenue run rate in Q2 2026, driven by its Snapdragon Digital Chassis platform, with a run rate above $6 billion expected by the end of the fiscal year .
• Robotics and Industrial Automation: The keynote positioned Snapdragon platforms as the brains behind a new wave of intelligent robots, where on-device processing enables autonomous, real-time decision-making in industrial environments .
• 6G Wireless: Amon characterized 6G as the essential "AI-native" network foundation for the agentic future. This upcoming wireless standard is being architected to connect and coordinate billions of intelligent devices, from phones and cars to sensors and robots, building on themes Amon first outlined at MWC 2026 .

While the vision was grand, the keynote was also a product showcase, spanning new PC processors, a surprise entry into the data center market, and a detailed forecast of the computing boom agents will require.

The Coming Token Tsunami

Underpinning Amon's vision is a sheer explosion in computational demand. He broke down AI's evolution into three distinct tiers of interaction, each consuming vastly more tokens — the fundamental units of data that AI models process .

• Level 1: Conversational AI consumes roughly 10,000 tokens per task, representing the simple prompt-and-response interactions common today.
• Level 2: Multi-Step Reasoning sees a tenfold increase to about 100,000 tokens per task, as models start to handle more complex, multi-turn problems.
• Level 3: Autonomous Agentic Tasks is where demand explodes, requiring approximately 1 million tokens per task for an AI to act independently across multiple steps and applications .

With an eventual shift to this third tier, Qualcomm projects that global AI token demand will increase 40-fold by 2030. The company estimates demand will go from roughly 31.7 billion tokens every 10 seconds in 2026 to 1.27 trillion in the same timeframe by the decade's end . Creating workloads "at machine speeds, not human speeds" is the core of this infrastructure challenge .

Snapdragon X2 and the New PC Battlefield

To handle these workloads locally, Qualcomm is rapidly expanding its PC processor lineup. While the flagship Snapdragon X2 Elite and its high-performance X2 Elite Extreme variant were announced previously at CES 2026, Amon's Computex appearance reinforced their importance. Built on a third-generation Oryon CPU, these chips boast a dedicated NPU (Neural Processing Unit) delivering up to 80 TOPS (Trillions of Operations Per Second) of AI performance, and can exceed 100 TOPS when leveraging the CPU and GPU together .

The more recent Snapdragon X2 Plus is designed to bring that Elite-class AI power to the mainstream market. Launched at CES 2026, it targets mid-range Windows laptops with 6-core and 10-core variants and the same 80 TOPS NPU, promising to power a new wave of Copilot+ PCs for everyday users .

A newer, more targeted addition is the Snapdragon C chipset, unveiled just before Computex. Designed for entry-level AI laptops, the C series is aimed squarely at students, families, and small businesses, further democratizing access to on-device AI capabilities .

The 'One More Thing': Dragonfly Enters the Data Center

In a classic "one more thing" moment, Amon unveiled Qualcomm Dragonfly, a new product brand that marks the company's official entry into the AI data center market . This move extends Qualcomm's expertise in power-efficient computing from mobile devices to server infrastructure, specifically targeting AI inference. The Dragonfly brand completes a product portfolio that the company now says spans the entire compute continuum — from milliwatt-scale wearables to megawatt-scale data centers .

However, the reveal was a teaser. Qualcomm did not disclose specific chips, performance metrics, or a customer pipeline during the keynote. All material product and financial details have been deferred to the company's upcoming Investor Day on June 24 in New York City . The lack of immediate detail led to a "sell the news" reaction in the stock market the following day, as investors who had anticipated concrete specifications rotated out of the stock, especially with a competing announcement from Nvidia stealing some of the spotlight .

Beyond the Phone: Automotive, Robotics, and 6G

Amon also highlighted agentic AI's transformative impact across other key sectors.

• Connected Vehicles: He showcased how in-vehicle agents are transforming the automotive experience. The keynote noted that Qualcomm's automotive business exceeded a $5 billion annualized revenue run rate in Q2 2026, driven by its Snapdragon Digital Chassis platform, with a run rate above $6 billion expected by the end of the fiscal year .
• Robotics and Industrial Automation: The keynote positioned Snapdragon platforms as the brains behind a new wave of intelligent robots, where on-device processing enables autonomous, real-time decision-making in industrial environments .
• 6G Wireless: Amon characterized 6G as the essential "AI-native" network foundation for the agentic future. This upcoming wireless standard is being architected to connect and coordinate billions of intelligent devices, from phones and cars to sensors and robots, building on themes Amon first outlined at MWC 2026 .