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Qualcomm Eyes $8-10B Tenstorrent Deal: RISC-V AI Chip Assault on Nvidia CUDA
Qualcomm is in advanced talks to acquire AI chip startup Tenstorrent for $8-10B. Led by Jim Keller, Tenstorrent offers RISC-V-based AI accelerators for training/inference and a licensing model. This marks Qualcomm's strategic pivot from smartphones to data-center AI, directly challenging Nvidia's CUDA ecosystem dominance.
Qualcomm's RISC-V Gamble: Tenstorrent Acquisition and Edge AI Pivot
Qualcomm pivots from ARM to open-source RISC-V, acquiring Ventana Micro and targeting Tenstorrent for $8-10B. Launches 'Dragonfly' brand for custom AI accelerators, aiming for $35B data-center revenue by 2031, betting on edge AI and AI agents.
Qualcomm's $8B Tenstorrent Bet: A RISC-V Chiplet Lock-in Play
Qualcomm is in talks to acquire AI chip startup Tenstorrent for $8-10 billion, targeting its RISC-V-based AI accelerators and chiplet technology. This move aims to reduce Arm dependency and bolster data center AI inference capabilities, marking a strategic pivot from mobile to infrastructure.