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?
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?
> 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?
Don't ask what they will gain from owning it, ask what they will gain from others not owning it...
> Qualcomm has almost no products in the high-end inference/training market.
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...
Nah, the vast majority of popular deployed models are still on Hopper.
Qualcomm is pivoting.
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.
Are the Qualcomm Dragonfly chips not considered high end?
> I don't get it. Qualcomm has almost no products in the high-end inference/training market
You're allowed to get a new job. Qualcomm is allowed to enter new markets.
You've never heard of an acquihire?
I don't think $4B is reasonable for an acquihire. They must see value in the technology.
It's an all stock deal. No cash. With undoubtedly a very healthy earn out.
> They must see value in the technology.
What value? Mojo doesn't currently support any of Qualcomm's GPUs.
I have a friend who works at Modular. FWIU, the employees got shafted by the acquisition financially.
Yes I know multiple people there as well and heard the same thing.
Exactly. If they can buy this talent to make their GPUs more valuable, then this deal makes sense.
I'm actually a little happier about this deal than expected as it means the language may actually become open source.