Coverage (30d)
10vs4
This Week
2vs2
Evidence
4 articlesRelationships
2Timeline
Intel2026-12-31
Intel plans to launch new AI data center chip targeting Nvidia and AMD
Intel2026-12-31
Plans to launch a 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
Qualcomm2026-05-01
Dedicated CPU for agentic AI revealed
Intel2026-04-27
Intel demonstrated UCIe-S interconnect at ISSCC, beating 3nm EMIB with 3x higher data rate
Intel2026-04-08
Intel and SambaNova Systems jointly proposed a hybrid inference architecture blueprint for agentic AI workloads.
Ecosystem
Intel
competes withNvidia3 src
partneredAMD3 src
partneredUALink Consortium2 src
developedIntel Arrow Lake2 src
developedEMIB2 src
partneredSambaNova Systems2 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withApple2 src
partneredXiaomi1 src
competes withNvidia1 src