Trying to untangle the strategy behind Qualcomm open-sourcing Mojo (Feedback welcome)

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Hey everyone,

I’m not a compiler engineer or a semiconductor insider, but I spent some time trying to wrap my head around the recent Qualcomm–Modular deal. To an outsider, spending $3.9B and then immediately open-sourcing the core toolchain while keeping support for competitor hardware feels like a fascinating strategic move.

I tried to connect the dots and wrote down a high-level analysis on how this play shifts the AI infrastructure war away from software moats (like CUDA) and back to raw hardware competition.

I’ve shared the full write-up on Reddit to see what people think. Since the core community is here, I would deeply appreciate it if you could take a look and let me know if my logic holds up or if I missed some crucial industry context:

Link to Reddit thread

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I couldn’t see the post coz ít has been removed.

But Qualcomms acquisition to us in the community it’s broader access to hardware like the TurboX al