Coverage (30d)
22vs1
This Week
5vs0
Evidence
4 articlesRelationships
1Timeline
Qualcomm2030-01-01
CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.
Intel2028-01-01
Intel EMIB-T won second cloud ASIC, early 2028 production.
Intel2028-01-01
EMIB-T wins second cloud ASIC project with early production targeted
Intel2026-12-31
Plans to launch a new AI data center chip targeting Nvidia and AMD
Intel2026-12-31
Intel plans to launch new AI data center chip targeting Nvidia and AMD
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
Qualcomm2026-05-01
Acquisition of Alphawave for custom ASIC capabilities
Qualcomm2026-05-01
Custom silicon deal with unnamed hyperscaler, shipments expected December 2026
Ecosystem
Intel
developedEMIB-T4 src
partneredAmazon3 src
usesBlackwell3 src
competes withTSMC3 src
competes withNvidia3 src
partneredOpenAI3 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withNvidia2 src
competes withApple2 src
competes withAMD1 src