Qualcomm Acquires Modular to Expand AI Infrastructure Software

Qualcomm has reached an agreement to acquire AI software infrastructure developer Modular, expanding its software foundation for generative and agentic AI across data center and edge environments. The transaction is expected to strengthen Qualcomm’s ability to deliver a silicon-agnostic compute layer across CPUs, GPUs, NPUs, and custom ASICs without requiring developers to rewrite code for each accelerator. The deal is scheduled to close in the second half of 2026, subject to customary closing conditions and regulatory approvals.

The acquisition moves Qualcomm deeper into the software layer of AI infrastructure as enterprises seek more efficient ways to deploy models across mixed hardware environments. Modular’s open platform is designed to improve performance-per-watt, hardware flexibility, inference, orchestration, and deployment across distributed AI systems. For Qualcomm, the deal supports its broader data center strategy while deepening relationships with hyperscalers, developers, model creators, and enterprise customers.

Qualcomm President and CEO Cristiano Amon said the industry is moving toward “disaggregated, multi-vendor architectures” that require a more open software foundation. Modular Co-Founder and CEO Chris Lattner said joining Qualcomm gives the company the “scale and platform reach” to make AI development more accessible and performant.

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