Coverage (30d)
50vs1
This Week
8vs0
Evidence
4 articlesRelationships
2Timeline
Qualcomm2030-01-01
CEO projects token demand to reach 1.27T per 10 seconds by 2030, a 40x increase from 2026.
Nvidia2028-01-01
Next-gen AI rack system delayed to 2028
Nvidia2028-01-01
Nvidia's next-gen AI rack system delayed to 2028.
Nvidia2028-01-01
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Nvidia2028-01-01
Nvidia's next-gen AI rack system delayed to 2028
Nvidia2026-08-01
Nvidia in talks to invest $250B in OpenAI.
Nvidia2026-08-01
NVL72 rack now ships with 96GB HBM3e per GPU, up from 80GB.
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
Nvidia
developedBlackwell47 src
developedH10029 src
developedVera Rubin16 src
developedNemotron 3 Super14 src
developedB20013 src
developedNemotron-Cascade 212 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withNvidia2 src
competes withApple2 src
competes withAMD1 src