Coverage (30d)
7vs3
This Week
1vs0
Evidence
2 articlesRelationships
2Timeline
Qualcomm2026-12-01
Initial shipments of custom hyperscaler silicon expected
Qualcomm2026-12-01
Custom silicon deal with unnamed hyperscaler, shipments expected December 2026
Apple2026-06-01
Unverified claim that Apple will deeply integrate Gemini into iOS at WWDC 2026.
Apple2026-05-20
Apple published paper 'The Illusion of Thinking' arguing LLMs lack genuine reasoning
Qualcomm2026-05-01
Acquisition of Alphawave for custom ASIC capabilities
Qualcomm2026-05-01
Acquired Alphawave for custom ASIC capabilities
Qualcomm2026-05-01
Dedicated CPU for agentic AI revealed
Qualcomm2026-05-01
Dedicated CPU for agentic AI in data centers revealed
Apple2026-04-23
Released and open-sourced the DFNDR-12M multimodal training dataset on Hugging Face.
Apple2026-04-20
John Ternus assumes leadership of Apple's AI and hardware engineering efforts, marking a transition from the Cook era.
Ecosystem
Apple
developedMLX11 src
developedApple Foundation Models5 src
developedSiri4 src
partneredMeta4 src
developedM5 Max4 src
developedmlx-vlm3 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withApple2 src
competes withHorizon Robotics1 src
developedOryon V21 src