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AI data center

Reporting, analysis and commentary on AI data center from Speedway Scene, drawn together from across our coverage.

1 article Latest update: 4 Jul 2026 1 section
Related sections Markets & Finance
Related topics Qualcomm Modular $4 billion deal Qualcomm Nvidia CUDA Chris Lattner semiconductors
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Qualcomm data center server racks running AI accelerator chips, illustrating the company's push into artificial intelligence infrastructure
Markets & Finance

Qualcomm Modular $4 billion deal takes direct aim at Nvidia's CUDA lock-in

Qualcomm will acquire AI software startup Modular in a nearly $4 billion all-stock deal, pairing a hardware-agnostic software layer with a new Dragonfly data center strategy aimed squarely at Nvidia's CUDA moat.

4 Jul 2026 ·9 min read
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This archive gathers Speedway Scene coverage of AI data center, bringing together the reporting, analysis and commentary connected to the subject.

Related topics

Qualcomm Modular $4 billion deal Qualcomm Nvidia CUDA Chris Lattner semiconductors Federal Reserve Donald Trump AI infrastructure interest rates

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Markets & Finance

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