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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 th
by maxloh 4mo ago
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?
- mathisfun123 4mo agoYou've never heard of an acquihire?
- osigurdson 4mo agoI don't think $4B is reasonable for an acquihire. They must see value in the technology.
- mathisfun123 4mo agoIt'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.
- disgruntledphd2 4mo agoExactly. 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.
- fvrghl 4mo agoI have a friend who works at Modular. FWIU, the employees got shafted by the acquisition financially.
- mathisfun123 4mo agoYes I know multiple people there as well and heard the same thing.
- toxicdevil 4mo agoQualcomm 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 4mo agoAre the Qualcomm Dragonfly chips not considered high end?
- sobkas 4mo ago> 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...
- re-thc 4mo ago> 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.
- nl 4mo ago> 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...
- ipsum2 4mo agoNah, the vast majority of popular deployed models are still on Hopper.