Cristiano Amon
9 statements across 1 episodes · 7 bullish · 1 bearish · 1 people on the record · first statement Jan 20, 2026 by Cristiano Amon · said 2 times in 2 episodes since 2026 · across every show →
On the record as a speaker too: Cristiano Amon's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Alex Kantrowitz (2)
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Everything said about Cristiano Amon, oldest first
Jan 20, 2026 neutral
Jan 20, 2026 bullish
Jan 20, 2026 bearish
Amon: Energy will be a scarce resource for inference data centers
“If you just look at today, you have this very aggressive ramp of growth of AI, and you don't have the same ramp on energy. You know, there's a gap between the available energy and AI. So I think energy is going to be a scarce resource also to operate an infere…”
Jan 20, 2026 bullish
Amon: Qualcomm is building post-GPU chips for data center inference
“So we're building what we believe is post-GPU. When you started to do inference and you need the dedicated engines, We're building that. I actually believe that the NVIDIA acquisition of Croc validates that you different engines for different things, and I thi…”
Jan 20, 2026 bullish
Jan 20, 2026 bullish
Jan 20, 2026 positive
Amon: Wearables will connect directly to AI models, not just phones
“Wearable was when you talk about wearables and technology was designed to just extend your phone functionality. Like for example, yes, you have a smart watch. We'll tell you the time, but also give you now your sensors back to the phone and give you notificati…”
Jan 20, 2026 positive
Jan 20, 2026 bullish
Amon: AI inference will eventually surpass training in data centers
“Eventually inference is going to take over training because Just think about that for a second. If you're a company spending billions of dollars building a data center for training, you expect to get a return on that investment. So when you start putting AI in…”