NVIDIA's Real Moat Is CUDA. Qualcomm Just Paid $3.9B to Attack It.
Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.
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TECHi reporting and analysis covering Modular. 1 article, newest first.