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Infra2026-06-26 · source-backed
At its June 24 Investor Day, Qualcomm agreed to acquire Modular (Mojo language, MAX inference engine, founded by LLVM/Swift creator Chris Lattner) all-stock at $3.92B, and unveiled the Dragonfly C1000 data-center CPUs with Meta as launch customer. It's a ~$14B RISC-V-plus-open-compiler bet to loosen Nvidia/CUDA lock-in. A well-funded Modular could actually move cross-hardware deployment for anyone on Mojo/MAX.
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PR #19378 landed in llama.cpp this week, and I think most people are underselling what it means. Backend-agnostic tensor parallelism via --split-mode tensor makes multi-GPU inference work across AMD, Intel, and Apple Silicon. Not just CUDA. Everything. For context: llama.cpp h...
Designed with Broadcom, built by TSMC, going into manufacturing after a six-week test run found no major issues (Reuters). Iris supplements rather than replaces Meta's Nvidia/AMD GPUs and supports a buildout targeting 7GW by end-2026 and 14GW in 2027 against up to $145B in 202...
For about a year, "run your agent locally" meant accepting a model that couldn't reliably call a tool twice in a row. That excuse is gone. Meta Superintelligence Labs published Muse Glimmer today: a 29.6B dense causal transformer, 52 layers, 6,656 hidden dim, with a ~1.8B ViT-...
Huang used his inaugural X post on July 24 to publish "Open Weights and American AI Leadership," a three-page letter on Nvidia's own servers signed by 25 companies including Meta, Microsoft, IBM, Mistral, Mozilla, Hugging Face, a16z, Palantir and the Linux Foundation. Within a...
Jensen Huang disclosed 100% of NVIDIA uses Claude Code, calling it "the first agentic model." Vera CPU: 88 custom Olympus cores, 1.2 TB/s LPDDR5X, paired with Rubin GPUs at 1.8 TB/s coherent bandwidth. 22,500+ concurrent CPU environments per rack. Dell, HPE, Lenovo, Alibaba, B...
It's a vertical-integration play that mirrors Google's TPU and Meta's Iris silicon, aimed at cutting Nvidia dependence while positioning for public markets (BuildFastWithAI). If it's real, it says the model makers now think the chip is part of the moat, not a commodity you ren...
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