I don't get it.
Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200.
What could they possibly get from acquiring Modular?
Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200.
What could they possibly get from acquiring Modular?
Don't ask what they will gain from owning it, ask what they will gain from others not owning it...
There's actually a lot of ML deployed on phones. Both Google's and Apple's photo software uses it heavily for example.
> The industry standard is the NVIDIA Hopper H100/H200.
B200/B300/GB300 actually...
It's now focusing on inferencing, both for data centers and edge. They already have an older AI100 NPU card and have other products in the pipeline including server class CPU that they are targeting for "Agentic" applications.
You're allowed to get a new job. Qualcomm is allowed to enter new markets.
> They must see value in the technology.
What value? Mojo doesn't currently support any of Qualcomm's GPUs.
I'm actually a little happier about this deal than expected as it means the language may actually become open source.