alt Hacker NewsI 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?
Replies
toxicdevil • yesterday at 11:55 PM
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.
bradfa • today at 12:00 AM
Are the Qualcomm Dragonfly chips not considered high end?
re-thc • today at 12:51 AM
> 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.
mathisfun123 • yesterday at 11:44 PM
You've never heard of an acquihire?
> 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...