Coverage (30d)
45vs3
This Week
15vs1
Evidence
3 articlesRelationships
2Timeline
Nvidia2026-06-18
Nvidia technology selected by Vultr for AI inference infrastructure
Qualcomm2026-06-18
Launched AI data center program with a major hyperscaler customer for inference workloads.
Nvidia2026-06-16
Blackwell platform sweeps all seven benchmarks in MLPerf Training 6.0
Nvidia2026-06-16
Raises $20B in bond sale, first since 2021
Nvidia2026-06-14
Nvidia announced Cosmos 3 via X, a unified physical AI model using action-as-token.
Nvidia2026-06-13
RTX Pro 6000 Blackwell price raised to $13,250, a 55% increase
Nvidia2026-06-13
Nvidia qualified HBM4 for Vera Rubin from Samsung, SK Hynix, Micron
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
Nvidia
developedBlackwell30 src
developedH10023 src
developedNemotron 3 Super14 src
developedNemotron-Cascade 212 src
hiredJensen Huang10 src
investedOpenAI7 src
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withApple2 src
partneredXiaomi1 src
competes withNvidia1 src