Browsing Tag
Chris Lattner
3 posts
Qualcomm’s $3.1bn Modular deal puts AI software at centre of data centre push
Qualcomm’s $3.1 billion Modular deal adds the AI software layer needed for data centres, but openness, developer adoption and falling $QCOM remain key tests.
August 4, 2026
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
June 27, 2026
QCOM stock surges as Qualcomm unveils Dragonfly C1000 and Meta data center deal
Qualcomm Incorporated NASDAQ QCOM doubles 2029 non-handset revenue target to $40B as Dragonfly silicon, Meta deal and Modular buy reshape its story. Read more.
June 26, 2026