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

**URL:** <https://forum.modular.com/t/trying-to-untangle-the-strategy-behind-qualcomm-open-sourcing-mojo-feedback-welcome/3427>\
**Category:** Community Showcase\
**Tags:** discussion\
**Created:** [August 20, 2026, 7:29am UTC](https://forum.modular.com/t/trying-to-untangle-the-strategy-behind-qualcomm-open-sourcing-mojo-feedback-welcome/3427 "2026-08-20T07:29:03Z")\
**Posts on this page:** 2\
**Page:** 1

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**Author:** ![InsiderCrush](https://avatars.discourse-cdn.com/v4/letter/i/67e7ee/32.png) [@InsiderCrush](https://forum.modular.com/u/InsiderCrush)\
**Post date:** [August 20, 2026, 7:29am UTC](https://forum.modular.com/t/trying-to-untangle-the-strategy-behind-qualcomm-open-sourcing-mojo-feedback-welcome/3427/1 "2026-08-20T07:29:03Z")

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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](https://www.reddit.com/r/LLM/comments/1vsp7vk/why_qualcomm_opensourced_mojo_after_its_39b/)

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**Author:** ![trojan\_x](https://sea1.discourse-cdn.com/flex001/user_avatar/forum.modular.com/trojan_x/32/902_2.png) [@trojan\_x](https://forum.modular.com/u/trojan_x)\
**Post date:** [August 24, 2026, 2:08pm UTC](https://forum.modular.com/t/trying-to-untangle-the-strategy-behind-qualcomm-open-sourcing-mojo-feedback-welcome/3427/2 "2026-08-24T14:08:17Z")

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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