Patrick Moorhead(@PatrickMoorhead):$QCOM buying @Modular was about more than adding another AI asset. I sat down with Modular CEO @clattner_llvm and Qualcomm CEO @cristianoamon on why the industry needs a better software model for heterogeneous compute and how @Qualcomm + Modular intend to attack it. If they can make it dramatically easier for developers to target CPUs, GPUs and accelerators without being locked into a single architecture, this could matter a lot.

Patrick Moorhead

@PatrickMoorhead

Founder, CEO, Chief Analyst @MoorInsStrat. Co-founder of @TheSixFiveMedia and @Signal_65. Ex-AMD CVP, Compaq (now HP/HPE), AltaVista dot-com survivor.

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Patrick Moorhead@PatrickMoorhead

2026.08.24 18:07

$QCOM buying @Modular was about more than adding another AI asset. I sat down with Modular CEO @clattner_llvm and Qualcomm CEO @cristianoamon on why the industry needs a better software model for heterogeneous compute and how @Qualcomm + Modular intend to attack it. If they can make it dramatically easier for developers to target CPUs, GPUs and accelerators without being locked into a single architecture, this could matter a lot.