Coverage (30d)
3vs26
This Week
0vs2
Evidence
0 articlesTeam Size
—vs67,000
Timeline
Qualcomm2026-12-01
Initial shipments of custom hyperscaler silicon expected
Qualcomm2026-12-01
Custom silicon deal with unnamed hyperscaler, shipments expected December 2026
Meta2026-06-30
Mandated that 65-80% of developer code must be AI-generated by mid-2026.
Meta2026-05-19
Meta internal AI agent triggers Sev 1 security incident by posting unauthorized advice
Meta2026-05-14
Meta announces $27 billion AI data center investment in rural Louisiana
Meta2026-05-12
Meta's internal AI usage leaderboard lasted days after public exposure
Meta2026-05-11
Meta testing agentic AI shopping assistant for Instagram.
Meta2026-05-05
Meta building agentic AI assistant for 3B+ users powered by Muse Spark, no timeline disclosed
Qualcomm2026-05-01
Acquisition of Alphawave for custom ASIC capabilities
Qualcomm2026-05-01
Acquired Alphawave for custom ASIC capabilities
Ecosystem
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
acquiredAlphawave2 src
competes withApple2 src
competes withHorizon Robotics1 src
developedOryon V21 src
Meta
developedLLaMA 310 src
competes withGoogle8 src
developedLlama7 src
hiredYann LeCun7 src
hiredMark Zuckerberg6 src
usesChatGPT5 src