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I don't get it. Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200. What could they possibly get from acquiring Modular?
There's actually a lot of ML deployed on phones. Both Google's and Apple's photo software uses it heavily for example.
> The industry standard is the NVIDIA Hopper H100/H200.
B200/B300/GB300 actually...
Tbh, Modular getting acquired happened sooner than I would have expected, if ever. Don't know how to feel about this one. Also so many mixed feelings about Mojo, the programming language powering Modular. Of course Chris Lattner is free to pursue whatever he wants, his many contributions to tech will always be highly regarded, but to me it feels as if he "wasted" lots of his precious mental capacity on making Mojo a…
Are you ready for Qualcomm ARMv9 powered inference running Mojo/MAX written kernels doing low-cost inference at scale for AI?
Earlier quoted context omitted.
Why you say that? Nuvia made a massively great success with Oryon CPUs which are now all over the place.
> Nuvia made a massively great success Not true. Nuvia has had huge delays as part of the acquisition. It resulted in ARM licensing lawsuits and many more and things dragged out.
Qualcomm seems to be assembling a whole portfolio of technologies/products aimed at 1. Moving beyond ARM to RISC-V 2. Being competitive for AI/could needs instai of just chips for phones and other edge devices. Interesting to see bold and high-conviction moves in this direction. Tenstorrent, Modular, Ventana, Alphawave, etc.
The reason to move away from arm has nothing to do with performance, but rather avoiding licensing snafus like happened with their laptop chips. So far no one has delivered a risc-v core with class leading performance outside of the really low end. Not saying it can’t be done, but it will likely be a step back at first.
Earlier quoted context omitted.
> Nuvia made a massively great success Not true. Nuvia has had huge delays as part of the acquisition. It resulted in ARM licensing lawsuits and many more and things dragged out.
Yes, ARM sued Qualcomm, Qualcomm won, and separately Nuvia has shipped, 2, 3? times now? I don't know how it's a failure or if the delay were "huge" and "dragged out". It's not like it launched an old product or took years and years and years. 39 months between acquisition and Snapdragon X Elite being available for purchase.
Yes a world of a difference. That’s competing against an Apple M2 vs M4. You’ve given yourself 2 generations of disadvantage.
You’re equivalent of saying the Intel delays were a success too.
After so long and so much investment in AI, the best cross-platorm API we've got for high performance Kernels is vulcan, a graphics API. That is sad.
Still, this is pretty good for Modular's employees, probably good for Qualcomm. It's just terribly disappointing for anyone who invested time learning mojo in the hope it might actually become cross platform.
Earlier quoted context omitted.
Yes, ARM sued Qualcomm, Qualcomm won, and separately Nuvia has shipped, 2, 3? times now? I don't know how it's a failure or if the delay were "huge" and "dragged out". It's not like it launched an old product or took years and years and years. 39 months between acquisition and Snapdragon X Elite being available for purchase.
> 39 months between acquisition and Snapdragon X Elite being available for purchase. Yes a world of a difference. That’s competing against an Apple M2 vs M4. You’ve given yourself 2 generations of disadvantage. You’re equivalent of saying the Intel delays were a success too.
If Trump nuked TSMC's production lines the day before M1 went to production, and the production lines came back 3 years later, would Apple ship the M1 on it? Or, the M3?
As you point out, it makes 0 sense to ship the M1.
If it makes 0 sense, why project that idea onto me?
When faced with a contradiction, first, check your premises. (and read your interlocutor's, "It's not like it launched an old product" obviates your claim that I'd also applaud Intel's delays)
I don't get it. Qualcomm has almost no products in the high-end inference/training market. The industry standard is the NVIDIA Hopper H100/H200. What could they possibly get from acquiring Modular?
You've never heard of an acquihire?