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Qualcomm Buys Modular for ~$3.9B to Attack Nvidia's CUDA Software MoatNews

Qualcomm Buys Modular for ~$3.9B to Attack Nvidia's CUDA Software Moat

Qualcomm is acquiring Modular, the AI-software startup founded by LLVM and Swift creator Chris Lattner, in a deal reported at roughly $3.9 billion. The target isn't a chip — it's software. Modular's "write once, run anywhere" stack lets AI models run across GPUs, NPUs and custom ASICs without rewrites, and Qualcomm wants it to chip away at the one thing that keeps the industry locked to Nvidia: CUDA.

China's DeepSeek Is Building Its Own AI Chip to Break Free From NvidiaNews

China's DeepSeek Is Building Its Own AI Chip to Break Free From Nvidia

The Chinese startup whose R1 model rattled markets in early 2025 is now designing its own silicon. According to a Reuters report on July 7, 2026, DeepSeek has spent roughly a year working on a custom inference chip meant to reduce its dependence on Nvidia and Huawei. The effort is still early — but it lands DeepSeek in the same custom-silicon race as OpenAI, Anthropic, Alibaba and Baidu, and squarely against U.S. export controls.

OpenAI Rolls Out GPT-5.6 Sol, Terra and Luna — After a US Government Safety ReviewNews

OpenAI Rolls Out GPT-5.6 Sol, Terra and Luna — After a US Government Safety Review

OpenAI began the broad public rollout of GPT-5.6 on July 9, 2026, split into three tiers: Sol, the flagship built for hard reasoning, coding and cybersecurity; Terra, a balanced everyday model; and Luna, a fast, low-cost option. The launch is unusual: the models first shipped in late June as a limited preview to about 20 government-approved organizations, and only went wide after the US Commerce Department's AI standards body finished reviewing them. Sol also arrives on Cerebras hardware at up to 750 tokens per second.

OpenAI's First Custom Chip 'Jalapeño' Is Real: What Broadcom's LLM Inference Accelerator MeansNews

OpenAI's First Custom Chip 'Jalapeño' Is Real: What Broadcom's LLM Inference Accelerator Means

OpenAI and Broadcom unveiled Jalapeño, OpenAI's first homegrown AI chip, built from scratch for large language model inference and taped out in just nine months. It's the opening move in a 10-gigawatt partnership to design custom silicon, with the first chips slated to start handling ChatGPT queries by the end of 2026. Broadcom's CEO says it runs inference at roughly half the cost of a typical AI GPU.