Coverage (30d)
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This Week
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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 due to manufacturing snags
Nvidia2028-01-01
Next-gen AI rack system delayed to 2028
Nvidia2028-01-01
Next-gen rack system delayed to 2028
Nvidia2028-01-01
Nvidia's next-gen AI rack system delayed to 2028
Nvidia2028-01-01
Nvidia's next-gen AI rack system delayed to 2028.
Nvidia2026-08-21
Paid $6B to license Poolside's Model Factory and hire 109 staff
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
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
competes withNvidia2 src
acquiredAlphawave2 src
competes withApple2 src
partneredMicrosoft1 src
Nvidia
developedBlackwell50 src
developedH10030 src
developedVera Rubin16 src
developedNemotron 3 Super14 src
developedB20013 src
developedNemotron-Cascade 212 src