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AI Agents reshape devices as rivals race

What's happened

Reliance and Qualcomm are pushing AI agents across calls and devices, signaling a shift from apps to intelligent assistants embedded in networks and wearables. The moves spotlight India’s push to build domestic AI capability and the evolving role of smartphones as hubs for agent-driven tasks.

What's behind the headline?

Outlook

  • AI agents are moving from a smartphone-centric model to a distributed ecosystem where the agent sits at the center of devices and services.
  • Reliance is betting on native, multi-language AI services (JioHealthIQ, JioLearnIQ, JioKrishiIQ, AI Vyapar) to serve India’s diverse market and reduce dependence on foreign AI stacks.
  • Qualcomm’s push frames agents as the new apps, with smart glasses and wearables positioned to become major platforms if privacy and interoperability are addressed.

What’s driving this shift

  • Consumer demand for seamless cross-app actions without manual app switching.
  • Strategic moves by large tech groups to own data pipelines and device ecosystems.

Potential implications for readers

  • Wider availability of intuitive, voice-driven services across devices could reduce friction in daily tasks.
  • Data handling and privacy will be central as AI agents gather contextual information from multiple sources.

How we got here

Reliance Industries is expanding its AI ecosystem with Jio services and a planned stock market debut for Jio Platforms. Qualcomm is highlighting a future where devices—from glasses to wearables—are powered by AI agents that can perform tasks across apps, signaling a broader industry shift toward ambient, agent-based computing.

Our analysis

- TechCrunch reports Reliance’s Jio Call Agent and Jio TeleFrame as part of a broader AI push in India, with a focus on local language support and potential data usage questions. - CNBC interviews with Qualcomm’s Cristiano Amon discuss agents replacing traditional apps and the emergence of wearables and smart glasses as primary interfaces. - Reuters coverage of Amon’s remarks at CES context the evolving device landscape and the role of AI in future smartphones.

Go deeper

  • How soon will Jio Call Agent launch for over 500 million users?
  • What privacy safeguards are promised as AI agents process data across apps?
  • Will smart glasses truly rival smartphones in scale?

More on these topics

  • CNBC - Television channel

    CNBC is an American pay television business news channel that is owned by NBCUniversal Worldwide News Group, a division of NBCUniversal, with both being ultimately owned by Comcast.

  • Apple Inc. - Technology company

    Apple Inc. is an American multinational technology company headquartered in Cupertino, California, that designs, develops, and sells consumer electronics, computer software, and online services.

  • Cristiano Amon - CEO of Qualcomm

    Cristiano R. Amon is an electronics engineer and the CEO of Qualcomm in San Diego. Cristiano Amon grew up in Brazil. He studied electrical engineering at the Universidade Estadual de Campinas in Sao Paulo.

  • Qualcomm - Semiconductor company

    Qualcomm is an American public multinational corporation headquartered in San Diego, California, and incorporated in Delaware. It creates intellectual property, semiconductors, software, and services related to wireless technology.

  • Nvidia - Computer game company

    Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California.


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