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Qualcomm to Acquire Modular

reuters.com

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Re: Qualcomm to Acquire Modular

#31

Post by bigyabai »

WhereIsTheTruth wrote: post #17

Of all possible acquirers, Qualcomm is the worst outcome for Mojo, rip

Nvidia wasn't going to buy them. Unless Mojo intended to compete toe-to-toe in the hardware space, they were destined to get bought out by a hardware underdog at some point or another.

This is where an industry-spanning consortium would have helped out, but Mojo never really built those inroads with the hardware space. They just expected everyone else to opt-in to their mercurial middleware, which is a fundamental misunderstanding of how and why CUDA is successful.

Re: Qualcomm to Acquire Modular

#32

Post by ainch »

samuell wrote: post #7
roflcopter69 wrote: post #2

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…

I'm actually mostly worried about the future of Mojo at this time. Though hopefully it will be fully released open source still, but I feel there are question marks around whether it will be a priority to continue to develop by Qualcomm, or if they are mainly interested in the AI compute stack? Time will tell I guess, but a lot feels to be up in the air.

They've said that Mojo is still on track to be open-sourced this year, post-acquisition.

Re: Qualcomm to Acquire Modular

#34

Post by toxicdevil »

maxloh wrote: post #30

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?

Qualcomm is pivoting.

It's now focusing on inferencing, both for data centers and edge. They already have an older AI100 NPU card and have other products in the pipeline including server class CPU that they are targeting for "Agentic" applications.

Re: Qualcomm to Acquire Modular

#35

Post by bradfa »

maxloh wrote: post #30

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?

Are the Qualcomm Dragonfly chips not considered high end?

Re: Qualcomm to Acquire Modular

#36

Post by sobkas »

maxloh wrote: post #30

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?

> 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?

Don't ask what they will gain from owning it, ask what they will gain from others not owning it...

Re: Qualcomm to Acquire Modular

#37

Post by gugagore »

roflcopter69 wrote: post #2

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…

To say nothing of "Swift for TensorFlow" when Julialang was an option.

To each their own!

Re: Qualcomm to Acquire Modular

#38

Post by re-thc »

maxloh wrote: post #30

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?

> I don't get it. Qualcomm has almost no products in the high-end inference/training market

You're allowed to get a new job. Qualcomm is allowed to enter new markets.

Re: Qualcomm to Acquire Modular

#39

Post by re-thc »

afr0ck wrote: post #18
WhereIsTheTruth wrote: post #17

Of all possible acquirers, Qualcomm is the worst outcome for Mojo, rip

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.

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