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$QCOM buying Modular was about more than adding another AI asset. I sat down with Modular CEO Chris Lattner and Qualcomm CEO Cristiano R. Amon on why the industry needs a better software model for heterogeneous compute and how Qualcomm + Modular intend to attack it. If they can...

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Patrick Moorhead

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54,516 次观看 • 9 天前 •via X (Twitter)

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Building AI infrastructure at yotta-scale requires more than raw performance; it demands an open, modular rack design that can evolve across product generations, combining leadership compute engines with high-speed networking to connect thousands of accelerators into a single, unified system. Take a look at the Helios. Our rack-scale AI platform powered by MI455X GPUs and EPYC “Venice” CPUs and designed for trillion-parameter training.
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Building AI infrastructure at yotta-scale requires more than raw performance; it demands an open, modular rack design that can evolve across product generations, combining leadership compute engines with high-speed networking to connect thousands of accelerators into a single, unified system. Take a look at the Helios. Our rack-scale AI platform powered by MI455X GPUs and EPYC “Venice” CPUs and designed for trillion-parameter training.

AMD

20,832 次观看 • 7 个月前

The Week Ahead In Tech in 90 seconds for August 17, 2026: AI infrastructure has three constraints that more accelerators cannot fix: power, software portability and memory. I will be attending ModCon, where Modular, now part of Qualcomm, is scheduled to discuss Mojo 1.0's open road ahead, make additional hardware announcements and present a unified AI compute layer. Six U.S. grid operators and their transmission owners must justify their large-load tariffs to FERC or propose changes. The Hot Chips tutorial program covers HBM, advanced packaging for HBM, a 3D-DRAM accelerator for generative inference and RISC-V. The questions are who pays for grid upgrades, whether Modular stays open across CPU, GPU and NPU, and whether memory can keep pace with AI demand.
1:19

The Week Ahead In Tech in 90 seconds for August 17, 2026: AI infrastructure has three constraints that more accelerators cannot fix: power, software portability and memory. I will be attending ModCon, where Modular, now part of Qualcomm, is scheduled to discuss Mojo 1.0's open road ahead, make additional hardware announcements and present a unified AI compute layer. Six U.S. grid operators and their transmission owners must justify their large-load tariffs to FERC or propose changes. The Hot Chips tutorial program covers HBM, advanced packaging for HBM, a 3D-DRAM accelerator for generative inference and RISC-V. The questions are who pays for grid upgrades, whether Modular stays open across CPU, GPU and NPU, and whether memory can keep pace with AI demand.

Patrick Moorhead

15,476 次观看 • 17 天前

.Cristiano R. Amon, CEO of Qualcomm, is responsible for steering the 41-year-old communications company through a pivotal moment. He recently joined TIME Editor-in-Chief Sam Jacobs on our new interview series ‘The CEO Moment’ to talk about his trip to China with President Trump, where AI is heading next, and how he plans to keep his company competitive. Watch the full episode here:
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.Cristiano R. Amon, CEO of Qualcomm, is responsible for steering the 41-year-old communications company through a pivotal moment. He recently joined TIME Editor-in-Chief Sam Jacobs on our new interview series ‘The CEO Moment’ to talk about his trip to China with President Trump, where AI is heading next, and how he plans to keep his company competitive. Watch the full episode here:

TIME

46,474 次观看 • 1 个月前

NVIDIA MotionBricks brings humanoid robots closer to natural, fluid movement The system combines a modular latent generative model with Smart Primitives, packing more than 350,000 motion skills into a single backbone. It runs in real time at up to 15,000 FPS with just 2ms latency. Navigation, object interaction, sitting, jumping, obstacle crossing, and even different movement styles can be composed zero-shot, like reusable motion modules. It is already being used for whole-body control on the Unitree G1 and serves as the motion layer for NVIDIA GR00T Whole-Body Control. What makes this interesting is the move from training individual behaviors toward building a shared library of motion capabilities. If that approach scales, robot movement could become more modular, transferable, and easier to deploy across different tasks and environments.
1:43

NVIDIA MotionBricks brings humanoid robots closer to natural, fluid movement The system combines a modular latent generative model with Smart Primitives, packing more than 350,000 motion skills into a single backbone. It runs in real time at up to 15,000 FPS with just 2ms latency. Navigation, object interaction, sitting, jumping, obstacle crossing, and even different movement styles can be composed zero-shot, like reusable motion modules. It is already being used for whole-body control on the Unitree G1 and serves as the motion layer for NVIDIA GR00T Whole-Body Control. What makes this interesting is the move from training individual behaviors toward building a shared library of motion capabilities. If that approach scales, robot movement could become more modular, transferable, and easier to deploy across different tasks and environments.

CyberRobo

11,089 次观看 • 2 个月前

New episode: Austin and Vik break down Qualcomm's Investor Day - HBC, Alphawave, Modular, more • 2/3 of revenue from data center, auto, and IoT by 2029, not handsets • HBC stacks LPDDR on the logic die, not beside it: 2,000 lanes become 100,000 • Disaggregation lets latecomers slot a decode rack beside Nvidia • Alphawave is like QCOM's Mellanox; Modular (Chris Lattner) is its CUDA • C1000 CPU wins Meta, but ships ~2 yrs into a CPU shortage Chapters: 0:00 Communications? That's just the start 4:08 Inside $QCOM investor day 9:16 Can Qualcomm build a data center business? 13:09 Disaggregated inference opens the door 17:57 High Bandwidth Compute: memory on the XPU 30:29 "No advanced packaging" just moves the problem 36:20 The roadmap, Alphawave, and Modular 46:00 The C1000 CPU and the agentic shortage 50:40 Cars as token generators, the $1T robotics bet 57:32 The memory market: MOAR Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar
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New episode: Austin and Vik break down Qualcomm's Investor Day - HBC, Alphawave, Modular, more • 2/3 of revenue from data center, auto, and IoT by 2029, not handsets • HBC stacks LPDDR on the logic die, not beside it: 2,000 lanes become 100,000 • Disaggregation lets latecomers slot a decode rack beside Nvidia • Alphawave is like QCOM's Mellanox; Modular (Chris Lattner) is its CUDA • C1000 CPU wins Meta, but ships ~2 yrs into a CPU shortage Chapters: 0:00 Communications? That's just the start 4:08 Inside $QCOM investor day 9:16 Can Qualcomm build a data center business? 13:09 Disaggregated inference opens the door 17:57 High Bandwidth Compute: memory on the XPU 30:29 "No advanced packaging" just moves the problem 36:20 The roadmap, Alphawave, and Modular 46:00 The C1000 CPU and the agentic shortage 50:40 Cars as token generators, the $1T robotics bet 57:32 The memory market: MOAR Get more of Austin and Vik daily, free! Sign up: Connect with Vik and Austin: Vik's Paid Substack: Austin's Paid Substack: Austin Lyons Vikram Sekar

Semi Doped

45,893 次观看 • 2 个月前

After Senator Chris Murphy told this pharma CEO about a constituent who needs to pay $350 a month for a life-saving drug and go without food, the CEO replied: "We have priced Eliquis ... consistent with the value it brings."
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After Senator Chris Murphy told this pharma CEO about a constituent who needs to pay $350 a month for a life-saving drug and go without food, the CEO replied: "We have priced Eliquis ... consistent with the value it brings."

More Perfect Union

39,415 次观看 • 2 年前

Buying A Home Should Be Easy Opendoor is trying to make it easier to buy a home. Kaz Nejatian just joined as CEO to help them succeed. We sat down with Kaz to talk about his vision for Opendoor, the problem with copying the hedge fund model, how to build through economic downturns, and the importance of ambition and long-term thinking. 00:00 Becoming Opendoor CEO 09:15 Real estate industry misalignments 16:49 The home-buying chain 33:02 Opendoor’s business model evolution 40:28 Learning from mistakes 49:01 Community, intuition and mission Alex Rampell Erik Torenberg
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Buying A Home Should Be Easy Opendoor is trying to make it easier to buy a home. Kaz Nejatian just joined as CEO to help them succeed. We sat down with Kaz to talk about his vision for Opendoor, the problem with copying the hedge fund model, how to build through economic downturns, and the importance of ambition and long-term thinking. 00:00 Becoming Opendoor CEO 09:15 Real estate industry misalignments 16:49 The home-buying chain 33:02 Opendoor’s business model evolution 40:28 Learning from mistakes 49:01 Community, intuition and mission Alex Rampell Erik Torenberg

a16z

160,636 次观看 • 11 个月前

"We have fought over oil for a hundred years, now we are fighting over AI chips and oil." Hardware, energy, inference, and national security are now the same conversation. Jake Loosararian (Jake) is building robots for critical infrastructure Gecko Robotics. Chris Lattner (Chris Lattner) is giving developers hardware choice Modular. They both join @jason to talk about which industries have the biggest AI opportunity, smuggled GPUs, and the reindustrialization America needs. This Week in AI Episode 6: 00:00 JCal introduces Jake & Chris 05:15 The software layer AI has been missing 22:13 Who is really challenging Nvidia 28:17 China's $2.5B chip heist 43:47 PE's best decade ever 51:04 Trades boom & robot recruiting 1:06:46 Breaking: Hark from Figure Links to YouTube, Spotify and Apple below 👇
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"We have fought over oil for a hundred years, now we are fighting over AI chips and oil." Hardware, energy, inference, and national security are now the same conversation. Jake Loosararian (Jake) is building robots for critical infrastructure Gecko Robotics. Chris Lattner (Chris Lattner) is giving developers hardware choice Modular. They both join @jason to talk about which industries have the biggest AI opportunity, smuggled GPUs, and the reindustrialization America needs. This Week in AI Episode 6: 00:00 JCal introduces Jake & Chris 05:15 The software layer AI has been missing 22:13 Who is really challenging Nvidia 28:17 China's $2.5B chip heist 43:47 PE's best decade ever 51:04 Trades boom & robot recruiting 1:06:46 Breaking: Hark from Figure Links to YouTube, Spotify and Apple below 👇

This Week in AI

15,228 次观看 • 5 个月前

DigiPower X CEO michel amar takes you inside the Company’s AI Infrastructure Campus in Columbiana, Alabama, showcasing the technology and infrastructure being deployed for the next generation of high-performance computing and artificial intelligence. The facility features DigiPower X’s ARMS 200 modular infrastructure, designed to support NVIDIA B300 GPUs with advanced direct-to-chip liquid cooling, high-density power delivery, resilient power distribution and modular scalability. Michel highlights the key components behind the deployment, including the IT-load modular system, liquid-cooling infrastructure, switchgear and redundant backup generation designed to support demanding AI workloads. The goal is clear: deploy AI compute faster, more efficiently and at significantly higher density. DigiPower X — Powering Intelligence at Scale. $DGXX $DGX #DigiPowerX #DGXX #AIInfrastructure #DataCenters #ArtificialIntelligence #NVIDIAB300 #NVIDIA #GPUInfrastructure #HighPerformanceComputing #HPC #LiquidCooling #DataCenterInfrastructure #AIDatacenter #DigitalInfrastructure #Alabama
2:53

DigiPower X CEO michel amar takes you inside the Company’s AI Infrastructure Campus in Columbiana, Alabama, showcasing the technology and infrastructure being deployed for the next generation of high-performance computing and artificial intelligence. The facility features DigiPower X’s ARMS 200 modular infrastructure, designed to support NVIDIA B300 GPUs with advanced direct-to-chip liquid cooling, high-density power delivery, resilient power distribution and modular scalability. Michel highlights the key components behind the deployment, including the IT-load modular system, liquid-cooling infrastructure, switchgear and redundant backup generation designed to support demanding AI workloads. The goal is clear: deploy AI compute faster, more efficiently and at significantly higher density. DigiPower X — Powering Intelligence at Scale. $DGXX $DGX #DigiPowerX #DGXX #AIInfrastructure #DataCenters #ArtificialIntelligence #NVIDIAB300 #NVIDIA #GPUInfrastructure #HighPerformanceComputing #HPC #LiquidCooling #DataCenterInfrastructure #AIDatacenter #DigitalInfrastructure #Alabama

DigiPower X

73,457 次观看 • 16 天前

I sat down with Jordan Bramble, CEO of Antares, to talk about nuclear energy in the US. Antares builds small modular nuclear reactors for the military and other applications. His knowledge of the history and present of the market is encyclopedic and I learn a ton whenever I get to spend time with him. Hope you enjoy. (0:22) History of nuclear (6:50) Radical decline in development (10:51) Current appetite for funding (20:53) Small modular reactors (30:11) Selling to defense (34:30) LA becoming a hard tech hub (37:13) Fostering a culture in hard tech (43:42) How to scale nuclear reactors
45:53

I sat down with Jordan Bramble, CEO of Antares, to talk about nuclear energy in the US. Antares builds small modular nuclear reactors for the military and other applications. His knowledge of the history and present of the market is encyclopedic and I learn a ton whenever I get to spend time with him. Hope you enjoy. (0:22) History of nuclear (6:50) Radical decline in development (10:51) Current appetite for funding (20:53) Small modular reactors (30:11) Selling to defense (34:30) LA becoming a hard tech hub (37:13) Fostering a culture in hard tech (43:42) How to scale nuclear reactors

Jack Altman

33,530 次观看 • 1 年前

I missed this when it was released a few weeks ago... probs the most unhinged crab robot out there. Love to see it. What it is: A heavy-duty construction robot that can swap tools and arms automatically during operation. Think modular platform rather than a single-purpose machine. Key specs: - 100kg payload, 4m reach, Fits in a Euro-pallet for easy transport - Autonomous tool switching via standardised interfaces - Handles placement, fastening, finishing, and inspection What makes it different: Designed from first principles for construction work, not human mimicry. The modular architecture means one robot tackles multiple tasks across different build phases without redesign.
0:21

I missed this when it was released a few weeks ago... probs the most unhinged crab robot out there. Love to see it. What it is: A heavy-duty construction robot that can swap tools and arms automatically during operation. Think modular platform rather than a single-purpose machine. Key specs: - 100kg payload, 4m reach, Fits in a Euro-pallet for easy transport - Autonomous tool switching via standardised interfaces - Handles placement, fastening, finishing, and inspection What makes it different: Designed from first principles for construction work, not human mimicry. The modular architecture means one robot tackles multiple tasks across different build phases without redesign.

Jack 🤖

29,454 次观看 • 1 年前

Every financial app that wants to make use of stablecoin rails for better operational efficiency and reduced settlement time (and costs) has a different requirement. A wallet application like MetaMask 🦊 will have completely different requirements from a payroll/EOR platform. Therefore, one of the biggest challenges for Transak's engineering team was to strip the entire product and rebuild a lot of the components from scratch so that Transak becomes "modular" for applications. This modularization means any financial application can pick and choose exactly what it needs. In the clip below, our CEO Sami Start goes deeper into what modularity unlocks for apps integrating Transak. Watch now 🎥
1:56

Every financial app that wants to make use of stablecoin rails for better operational efficiency and reduced settlement time (and costs) has a different requirement. A wallet application like MetaMask 🦊 will have completely different requirements from a payroll/EOR platform. Therefore, one of the biggest challenges for Transak's engineering team was to strip the entire product and rebuild a lot of the components from scratch so that Transak becomes "modular" for applications. This modularization means any financial application can pick and choose exactly what it needs. In the clip below, our CEO Sami Start goes deeper into what modularity unlocks for apps integrating Transak. Watch now 🎥

Transak

12,785 次观看 • 1 个月前

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche
1:30

Anish Acharya: We're going to see a "YouTube moment for software": "If you think about YouTube 20 years ago—we had lots of video and lots of television, and it was high production quality, and it wasn't clear that we needed more and 20 years later, YouTube's a $550 billion enterprise that would be one of the biggest companies in the world if it was independent." "I think the same thing is going to happen for software. People want to make software, and for the first time they can—and they can distribute it and they can consume it." "Sometimes it's going to be important software. Sometimes it's going to be totally trivial. It's going to be software for a bachelor party weekend, software for a joke, software for a prompt. We have this sort of seriousness about software that we had about video and television 20 years ago." "Now it's like—I just took a video on my phone. It's going to be like—I just made an app on my phone. Same energy." Anish Acharya on BILLIONS with Guillaume Moubeche

a16z

102,908 次观看 • 5 个月前

Exclusive Interview with the CEO of KRAIN AI by Crypto Data Space Jared Stauffer sat down with Rabbitcoinhole to talk about what KRAIN is building, why it matters, and how you can be a part of it. Watch the full interview here:
14:41

Exclusive Interview with the CEO of KRAIN AI by Crypto Data Space Jared Stauffer sat down with Rabbitcoinhole to talk about what KRAIN is building, why it matters, and how you can be a part of it. Watch the full interview here:

KRAIN AI

31,963 次观看 • 1 年前

Autonomys is a purpose-built blockchain for AI infrastructure—a vertically integrated stack for decentralized storage and compute. ⛓️ Consensus: Built with the Substrate framework (sovereign L1, not part of Polkadot), powered by Proof-of-Archival-Storage. 🟦 Domains Architecture: Our modular execution layer for compute. The first Domain, Auto EVM, launched in July—permissionless smart contracts are live today. 🗺️ Roadmap: Permissionless instantiation of Domains, allowing developers to launch custom environments tailored to specific AI functions. Designed before AI became fashionable, Autonomys delivers the foundation that decentralized AI truly needs. 👉 Learn more:
1:03

Autonomys is a purpose-built blockchain for AI infrastructure—a vertically integrated stack for decentralized storage and compute. ⛓️ Consensus: Built with the Substrate framework (sovereign L1, not part of Polkadot), powered by Proof-of-Archival-Storage. 🟦 Domains Architecture: Our modular execution layer for compute. The first Domain, Auto EVM, launched in July—permissionless smart contracts are live today. 🗺️ Roadmap: Permissionless instantiation of Domains, allowing developers to launch custom environments tailored to specific AI functions. Designed before AI became fashionable, Autonomys delivers the foundation that decentralized AI truly needs. 👉 Learn more:

Autonomys | AI3.0

153,353 次观看 • 10 个月前

.Mark Cuban says, "We're hearing more and more, particularly for larger companies, being afraid of how much they're spending on tokens and how much they're spending on AI. There's always a way that you can use it." The billionaire sat down with the Lovable CEO & co-founder at the 2026 Raise Summit.
1:09

.Mark Cuban says, "We're hearing more and more, particularly for larger companies, being afraid of how much they're spending on tokens and how much they're spending on AI. There's always a way that you can use it." The billionaire sat down with the Lovable CEO & co-founder at the 2026 Raise Summit.

Yahoo Finance

17,581 次观看 • 1 个月前

I'm so proud of this (wip) code! It's modular in a way I've not done before, making it easier to create different species for the ecosystem and assign them behaviours that interact with one another. Also I have removed p5js and all of this is pure javascript 🪄🎨
1:30

I'm so proud of this (wip) code! It's modular in a way I've not done before, making it easier to create different species for the ecosystem and assign them behaviours that interact with one another. Also I have removed p5js and all of this is pure javascript 🪄🎨

Amy Goodchild

30,086 次观看 • 3 年前

We sat down for a candid conversation with Danny McCabe, the CEO and co-founder of Flexa. We delved into his experience integrating with Lightspark, his honest thoughts on the team, and much more. Visit us to learn more about how you can get started:
1:37

We sat down for a candid conversation with Danny McCabe, the CEO and co-founder of Flexa. We delved into his experience integrating with Lightspark, his honest thoughts on the team, and much more. Visit us to learn more about how you can get started:

Lightspark

54,469 次观看 • 2 年前