Qualcomm has quietly entered the market for custom hyperscale silicon, and datacenter CPUs Speaking on the company’s Q2 earnings call, CEO Cristiano Amon said the company will provide custom product to “a leading hyperscaler,” expects shipments “in the December quarter” and is “thinking about a multi-generation engagement.” Pressed on the details, Amon said Qualcomm is already working on a data center CPU and high-performance AI inference accelerators, and gained the ability to create custom ASICs by acquiring Alphawave . He also revealed that Qualcomm has built what he described as “a dedicated CPU for agentic experiences in the data center.” In Amon’s telling, AI kicked off with GPUs for training, dedicated inferencing hardware was the next necessity, but the market is now entering a new phase in which it is important to “generate demand for tokens” to power agentic AI. “I think when you think about agents, CPU becomes very important,” he said, so Qualcomm has built one.…