Coverage (30d)
49vs0
This Week
8vs0
Evidence
1 articlesTeam Size
180,000vs—
Timeline
Qualcomm2030-01-01
CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.
Google2028-06-25
Booked Intel to package 3 million TPUs
Google2028-01-01
Google booked Intel to package 3 million TPUs by 2028
Google2028-01-01
Google booked Intel to package 3M TPUs by 2028
Google2028-01-01
Google is developing Frozen v2 chip, targeting deployment as early as 2028.
Google2028-01-01
Google booked Intel to package 3 million TPUs by 2028
Google2026-08-07
Committed $75B capex to AI infrastructure
Qualcomm2026-06-22
Qualcomm in talks to acquire Modular for $4B
Qualcomm2026-06-18
Launched AI data center program with a major hyperscaler customer for inference workloads.
Qualcomm2026-05-04
Initial shipments of custom hyperscaler silicon expected
Ecosystem
developedGemini35 src
competes withOpenAI31 src
competes withAnthropic24 src
developedGemini 3 Pro23 src
developedGemma 420 src
investedAnthropic19 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
competes withNvidia2 src
acquiredAlphawave2 src
competes withApple2 src
partneredMicrosoft1 src