
Qualcomm nears deal to acquire AI chip startup Modular
The talks would hand Qualcomm a compiler stack built to abstract away CUDA, the linchpin of Nvidia's AI moat.
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The talks would hand Qualcomm a compiler stack built to abstract away CUDA, the linchpin of Nvidia's AI moat.

The XR chip delivers a 60% GPU bump, 160% NPU gain, and ships first in Xreal's Project Aura Android XR glasses this fall.

The mini Surface PC packs 128GB of unified memory and runs 120B-parameter models locally, filling the gap left by Qualcomm's canceled Snapdragon Dev Kit.

The 20-core, 128GB Arm chip lands in fall Surface, Dell, Asus, and Lenovo laptops — aimed at MacBook Pro, priced like it too.

Analyst Ming-Chi Kuo says OpenAI is targeting 2028 mass production for a phone that replaces apps with agents.
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