Coverage (30d)
3vs58
This Week
0vs6
Evidence
4 articlesRelationships
2Timeline
Nvidia2028-01-01
Next-gen AI rack system delayed to 2028 due to manufacturing snags
Nvidia2026-07-02
Renting back GPU capacity from neoclouds due to softening demand
Nvidia2026-07-01
US export controls target NVIDIA A100 and H100 chips
Nvidia2026-07-01
NVIDIA claims Blackwell inference stack cut DeepSeek V4 token costs 5x in one month
Nvidia2026-07-01
Vera Rubin NVL72 cloud rollout expands to Europe with H2 2026 deployments
Nvidia2026-06-30
Blackwell swept MLPerf Training 6.0 benchmarks
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
Ecosystem
Qualcomm
developedSnapdragon X2 Elite4 src
competes withIntel3 src
competes withNvidia2 src
acquiredAlphawave2 src
competes withApple2 src
developedOryon V21 src
Nvidia
developedBlackwell37 src
developedH10025 src
developedNemotron 3 Super14 src
developedNemotron-Cascade 212 src
hiredJensen Huang10 src
developedB20010 src