Qualcomm to Acquire Modular for ~$4 Billion to Challenge NVIDIA in AI Software
The deal strengthens Qualcomm’s push into data centers and challenges NVIDIA’s CUDA dominance.
The deal strengthens Qualcomm’s push into data centers and challenges NVIDIA’s CUDA dominance.
Early shipments and bullish analyst targets signal strong 2026 growth.
It combines real-time field data, physics-based modeling, and NVIDIA Omniverse to optimize power generation.
Intel shares rise in early trading after announcing 18A-P process has entered risk production. The enhanced node offers major efficiency gains and boosts foundry ambitions.
Qualcomm is in early talks to buy Jim Keller’s Tenstorrent to expand its AI chip capabilities and challenge Nvidia in data center and edge AI. Intel is also interested.
Sharon AI partners with NVIDIA for 6 years to build AI data centers in Australia, adding 72MW capacity and up to 40K GPUs, 55K by 2027.